Welcome to our dedicated page for Sunrun SEC filings (Ticker: RUN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sunrun Inc. filings document the company’s residential solar, home battery storage and home-to-grid power plant business through formal disclosures on operating results, capital structure, governance and material events. Recent 8-K filings report quarterly and annual financial results, customer and storage-related operating metrics, cash-generation measures and balance-sheet actions.
The company’s proxy materials cover shareholder voting matters, director elections, board committee composition, executive compensation and related governance disclosures. Sunrun’s filing record also includes material-event reporting tied to board changes, compensatory arrangements and other corporate actions relevant to its public-company structure.
Greenvale Capital LLP, an English investment manager, reports beneficial ownership of Sunrun Inc. common stock. Greenvale holds 13,299,311 shares of Sunrun common stock, representing 5.6% of the class, based on 238,549,287 shares outstanding as of May 1, 2026 as reported by the company. Greenvale has sole voting and dispositive power over all reported shares, with no shared voting or dispositive power, in its capacity as investment manager for certain funds and accounts. The filing states it should not be construed as an admission that Greenvale or related persons are beneficial owners for all purposes under Section 13.
Sunrun Inc. reported Q2 2026 results with total revenue of $869,988 thousand, up from $569,336 thousand a year earlier. Customer agreements and incentives contributed $543,730 thousand, while energy systems and product sales rose to $326,258 thousand. First-half revenue reached $1,592,219 thousand.
Despite higher revenue, Sunrun recorded a consolidated net loss of $208,173 thousand in Q2 and $505,506 thousand for the first half, driven by interest expense of $264,428 thousand in the quarter. After allocations to noncontrolling interests and tax effects, net income attributable to common stockholders was $115,152 thousand in Q2 and $282,796 thousand year-to-date.
Total assets were $23,359,367 thousand, including $17,245,212 thousand of energy systems, net. Cash and restricted cash totaled $1,136,385 thousand, while non-recourse debt stood at $14,690,869 thousand and recourse debt at $636,887 thousand. Sunrun reports contracted but not yet recognized revenue of approximately $38.6 billion and highlights risks from interest rates, policy changes, financing needs, and supply chain dependence.
Sunrun Inc. reported second‑quarter 2026 total revenue of $870.0 million, up $300.7 million, or 53%, year over year, driven by a 193% increase in energy systems and product sales to $326.3 million. Customer agreements and incentives contributed $543.7 million. Consolidated operations showed a net loss, but net income attributable to common stockholders was $115.2 million, or $0.42 per diluted share.
Subscriber metrics weakened: Subscriber Additions fell 31% to 19,793, Aggregate Subscriber Value declined 24% to $1.2 billion, and Net Subscriber Value dropped to $9,444 per addition. Total operating expenses rose 23% to $835.2 million. Net cash used in operating activities was $186 million, while non‑GAAP Cash Generation was $23 million, or $45 million excluding $22 million of equipment safe harbor investments.
The storage‑first strategy advanced, with a record 74% Storage Attachment Rate and networked storage capacity reaching 4.6 GWh as of June 30, 2026. For 2026, Sunrun revised guidance, now expecting Aggregate Subscriber Value of $4.6–$4.9 billion and Cash Generation of $200–$375 million, both below prior ranges of $4.8–$5.2 billion and $250–$450 million.
Sunrun Inc. director Lynn Michelle Jurich sold 50,000 shares of common stock on August 3, 2026 at a weighted average price of $9.9623 per share, within a $9.77–$10.08 range, pursuant to a Rule 10b5-1 trading plan adopted June 9, 2025.
After the sale, she holds 367,405 shares directly, including 8,314 RSUs subject to forfeiture until they vest, and 1,600,000 shares indirectly through Jurich Murray Holdings LLC, of which she is the sole member.
Sunrun Inc. insider Lynn Michelle Jurich filed to potentially sell 50,000 shares of common stock through broker Charles Schwab & Co., Inc., with an aggregate market value of $498,114.00, for a planned transaction dated 08/03/2026 on NASDAQ.
The filing also lists prior sales of 50,000 shares on 06/01/2026 for $796,165.00 and 50,000 shares on 07/01/2026 for $680,321.00, and notes restricted stock lapses tied to equity compensation awards.
BlackRock, Inc. filed Amendment No. 12 reporting beneficial ownership of 35,110,288 shares of Sunrun Inc. common stock, representing 14.7% of the class as of June 30, 2026. BlackRock reports sole voting power over 34,705,484 shares and sole dispositive power over 35,110,288 shares, with no shared voting or dispositive power.
The filing notes that this ownership reflects securities held by specified BlackRock business units. It also states that iShares Core S&P Small-Cap ETF has an interest in Sunrun common stock exceeding five percent of the total outstanding shares.
Sunrun Inc.'s Chief Accounting Officer Maria Barak reported an open-market sale of 3,278 shares of common stock at $12.17 per share. The transaction was effected under a pre-arranged Rule 10b5-1 trading plan adopted on August 14, 2025. Following the sale, Barak holds 90,033 shares directly, including 60,786 RSUs that remain subject to forfeiture until they vest.
Maria Barak reported proposed sales of Sunrun Inc. common stock under Rule 144. The filing lists 3,278 shares as "Securities To Be Sold" following a Restricted Stock Lapse dated 07/06/2026. The notice also records prior dispositions of 8,039 shares on 04/09/2026 for $109,879.00 and 1,747 shares on 07/06/2026 for $23,013.00.
Sunrun Inc. reported that Chief Legal & People Officer Jeanna Steele sold 9,897 shares of common stock in an open-market transaction on July 6, 2026 at a weighted average price of $13.1875 per share. The footnotes state the shares were sold to cover tax obligations from the settlement of vested restricted stock units.
Following this transaction, Steele holds a total of 461,715 shares of Sunrun common stock, which includes 245,836 restricted stock units (RSUs) that remain subject to forfeiture until they vest.
Sunrun Inc. Chief Executive Officer Mary Powell reported an open-market sale of 23,985 shares of common stock on July 6, 2026 at a weighted average price of $13.1868 per share. The sale was made to cover tax obligations arising from the settlement of vested restricted stock units. After this transaction, she directly holds 1,111,535 shares of Sunrun common stock, including 589,322 RSUs that remain subject to forfeiture until they vest. The sale prices ranged between $12.95 and $13.355 per share.