SEC 13F Intelligence

Ardsley Advisory Partners LP / RUN

Ardsley Advisory Partners LP’s Sunrun Inc Position

Does Ardsley Advisory Partners LP own Sunrun Inc (RUN)? Yes — 1.14M shares worth $15M (+1.96% of its 13F portfolio) as of Q1 2026, down from 1.48M shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
1.14M
% of Portfolio
+1.96%
Quarters Held
27
currently held

Position History RUN

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $21MQ2 ’19: $26MQ3 ’19: $21MQ4 ’19: $19MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ2 ’21: $23MQ3 ’21: $13MQ3 ’21Q4 ’21: $10MQ1 ’22: $5MQ2 ’22: $16MQ3 ’22: $23MQ3 ’22Q4 ’22: $22MQ1 ’23: $13MQ2 ’23: $13MQ3 ’23: $14MQ3 ’23Q4 ’23: $15MQ1 ’24: $49MQ2 ’24: $28MQ3 ’24: $20MQ3 ’24Q4 ’24: $9MQ1 ’25: $9MQ2 ’25: $3MQ3 ’25: $28MQ3 ’25Q4 ’25: $27MQ1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.14M$15M+1.96%
Q4 20251.48M$27M+2.99%
Q3 20251.60M$28M+3.42%
Q2 2025310.0K$3M+0.33%
Q1 20251.59M$9M+1.78%
Q4 2024945.0K$9M+1.39%
Q3 20241.12M$20M+3.33%
Q2 20242.36M$28M+4.07%
Q1 20243.70M$49M+7.02%
Q4 2023780.4K$15M+2.37%
Q3 20231.11M$14M+3.10%
Q2 2023725.0K$13M+2.19%
Q1 2023621.5K$13M+2.75%
Q4 2022901.5K$22M+4.48%
Q3 2022817.1K$23M+5.07%
Q2 2022697.0K$16M+2.68%
Q1 2022165.0K$5M+0.84%
Q4 2021290.5K$10M+1.90%
Q3 2021285.0K$13M+1.91%
Q2 2021415.5K$23M+2.72%
Q2 2020500.0K$10M+2.10%
Q1 2020925.0K$9M+3.66%
Q4 20191.35M$19M+2.98%
Q3 20191.27M$21M+4.78%
Q2 20191.40M$26M+4.13%
Q1 20191.49M$21M+4.03%
Q4 20182.29M$25M+6.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ardsley Advisory Partners LP’s full portfolio or all institutional holders of RUN.