Greenvale Capital LLP (RUN) discloses 5.6% beneficial stake in Sunrun common stock

Rhea-AI Filing Summary

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.

Key Figures

Shares beneficially owned: 13,299,311 shares Ownership percentage: 5.6% Shares outstanding: 238,549,287 shares +2 more

5 metrics

Shares beneficially owned 13,299,311 shares Sunrun common stock beneficially owned by Greenvale Capital LLP

Ownership percentage 5.6% Percent of Sunrun common stock class held by Greenvale Capital LLP

Shares outstanding 238,549,287 shares Sunrun common stock outstanding as of May 1, 2026, per Form 10-Q

Sole voting power 13,299,311 shares Shares over which Greenvale has sole power to vote

Sole dispositive power 13,299,311 shares Shares over which Greenvale has sole power to dispose

Key Terms

beneficial owner, Sole Voting Power, Sole Dispositive Power, percent of class, +1 more

5 terms

beneficial owner regulatory

"not be construed as an admission that any of the foregoing persons or the Reporting Person is, for the purposes of Section 13 of the Act, the beneficial owner"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

Sole Voting Power financial

"5 | Sole Voting Power 13,299,311.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"7 | Sole Dispositive Power 13,299,311.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

percent of class financial

"(b) | Percent of class: 5.6%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

Ownership of more than 5 Percent regulatory

"Item 6. | Ownership of more than 5 Percent on Behalf of Another Person."

FAQ

How much of Sunrun Inc. (RUN) stock does Greenvale Capital LLP hold?

Greenvale Capital LLP reports beneficial ownership of 13,299,311 shares of Sunrun Inc. common stock. This represents 5.6% of the outstanding common shares, based on 238,549,287 shares reported outstanding as of May 1, 2026.

What percentage of Sunrun Inc. (RUN) is owned by Greenvale Capital LLP?

Greenvale Capital LLP owns 5.6% of Sunrun Inc.’s common stock. This percentage is calculated using 238,549,287 shares outstanding as of May 1, 2026, as reported in Sunrun’s Form 10-Q.

Does Greenvale Capital LLP have voting control over its Sunrun (RUN) shares?

Greenvale Capital LLP reports sole voting power over 13,299,311 shares of Sunrun common stock. It reports no shared voting power, indicating all reported voting authority is held solely by Greenvale as investment manager.

What dispositive power does Greenvale Capital LLP report over Sunrun (RUN) shares?

Greenvale Capital LLP reports sole dispositive power over 13,299,311 shares of Sunrun common stock. It reports no shared dispositive power, meaning Greenvale alone directs the disposition of the reported shares for its managed funds and accounts.

On what share count is Greenvale’s 5.6% Sunrun (RUN) ownership based?

The 5.6% ownership figure is based on 238,549,287 shares of Sunrun common stock outstanding as of May 1, 2026, as reported in Sunrun’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026.

Who controls Greenvale Capital LLP in relation to its Sunrun (RUN) holdings?

The filing states that Bruce Emery, a citizen of the United Kingdom and the United States, indirectly controls Greenvale Capital LLP. However, it notes the filing should not be construed as an admission of beneficial ownership for Section 13 purposes.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 09:23 AM Accepted by SEC EDGAR 08/14/2026 - 09:22 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Sunrun Inc.

(Name of Issuer)

Common stock, par value $0.0001 per share

(Title of Class of Securities)

86771W105

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 86771W105

1

Names of Reporting Persons

Greenvale Capital LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED KINGDOM

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 13,299,311.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 13,299,311.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

13,299,311.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.6 %

12

Type of Reporting Person (See Instructions)

PN, FI

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Sunrun Inc.
(b)	Address of issuer's principal executive offices: 600 California Street, Suite 1800, San Francisco CA 94108
Item 2.
(a)	Name of person filing: This filing is made by Greenvale Capital LLP, an English limited liability partnership ("Greenvale"), with respect to the shares of common stock, par value $0.0001 per share ("Common Stock") of Sunrun Inc. (the "Company") held by certain funds and accounts to which it serves as the investment manager. Bruce Emery, a citizen of the United Kingdom and the United States, indirectly controls Greenvale. Greenvale is sometimes referred to as the "Reporting Person." The filing of this statement should not be construed as an admission that any of the foregoing persons or the Reporting Person is, for the purposes of Section 13 of the Act, the beneficial owner of the securities reported herein.
(b)	Address or principal business office or, if none, residence: 1st Floor, 1 Vere Street, London W1G 0DF, United Kingdom.
(c)	Citizenship: Greenvale is an English limited liability partnership.
(d)	Title of class of securities: Common stock, par value $0.0001 per share
(e)	CUSIP Number(s): 86771W105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
	Greenvale is an investment manager, authorized and regulated by the Financial Conduct Authority in the United Kingdom which is comparable to the regulatory scheme applicable to the investment advisers covered by Item 3(e) above.
Item 4.	Ownership
(a)	Amount beneficially owned: The information required by Item 4(a) is set forth in Row (9) of the cover page for each of the Reporting Persons and is incorporated herein by reference. The percentage set forth in this Schedule 13G is calculated based upon an aggregate of 238,549,287 shares of Common Stock reported to be outstanding as of May 1, 2026, as reported in the Company's Quarterly Report on Form 10-Q for the quarterly period ending March 31, 2026, filed with the Securities and Exchange Commission on May 6, 2026.
(b)	Percent of class: 5.6%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: The information required by Item 4(c)(i) is set forth in Row (5) of the cover page for each of the Reporting Persons and is incorporated herein by reference.
	(ii) Shared power to vote or to direct the vote: The information required by Item 4(c)(ii) is set forth in Row (6) of the cover page for each of the Reporting Persons and is incorporated herein by reference.
	(iii) Sole power to dispose or to direct the disposition of: The information required by Item 4(c)(iii) is set forth in Row (7) of the cover page for each of the Reporting Persons and is incorporated herein by reference.
	(iv) Shared power to dispose or to direct the disposition of: The information required by Item 4(c)(iv) is set forth in Row (8) of the cover page for each of the Reporting Persons and is incorporated herein by reference.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. See Item 2(a).
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to Greenvale Capital LLP is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Greenvale Capital LLP

Signature:	/s/ ANDREW WALL
Name/Title:	ANDREW WALL, CHIEF OPERATING OFFICER
Date:	08/14/2026