Robeco Schweiz AG has opened a new $37.0M position in $RUN, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $RUN.
$RUN Hedge Fund Activity
We have seen 191 institutional investors add shares of $RUN stock to their portfolio, and 193 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. added 10,239,545 shares (+2415.0%) to their portfolio in Q2 2025, for an estimated $83,759,478
- SYLEBRA CAPITAL LLC removed 8,273,331 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $67,675,847
- PGGM INVESTMENTS added 5,325,332 shares (+316.6%) to their portfolio in Q2 2025, for an estimated $43,561,215
- SOROS FUND MANAGEMENT LLC removed 5,189,486 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $42,449,995
- MAPLE ROCK CAPITAL PARTNERS INC. added 3,974,464 shares (+95.6%) to their portfolio in Q2 2025, for an estimated $32,511,115
- BLACKROCK, INC. removed 3,825,708 shares (-9.3%) from their portfolio in Q2 2025, for an estimated $31,294,291
- UBS GROUP AG removed 3,681,419 shares (-59.2%) from their portfolio in Q2 2025, for an estimated $30,114,007
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$RUN Insider Trading Activity
$RUN insiders have traded $RUN stock on the open market 35 times in the past 6 months. Of those trades, 1 have been purchases and 34 have been sales.
Here’s a breakdown of recent trading of $RUN stock by insiders over the last 6 months:
- LYNN MICHELLE JURICH has made 0 purchases and 5 sales selling 100,954 shares for an estimated $1,849,763.
- JEANNA STEELE (Chief Legal & People Officer) has made 0 purchases and 10 sales selling 82,858 shares for an estimated $1,511,045.
- PAUL S. DICKSON (Pres. & Chief Revenue Officer) has made 0 purchases and 6 sales selling 59,275 shares for an estimated $1,069,986.
- EDWARD HARRIS FENSTER purchased 50,000 shares for an estimated $543,500
- MARY POWELL (Chief Executive Officer) has made 0 purchases and 6 sales selling 33,025 shares for an estimated $470,225.
- DANNY ABAJIAN (Chief Financial Officer) has made 0 purchases and 4 sales selling 21,748 shares for an estimated $321,568.
- ALAN FERBER sold 10,927 shares for an estimated $122,820
- MARIA BARAK (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,993 shares for an estimated $30,105.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$RUN Analyst Ratings
Wall Street analysts have issued reports on $RUN in the last several months. We have seen 9 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/21/2025
- UBS issued a "Buy" rating on 10/21/2025
- JP Morgan issued a "Overweight" rating on 10/16/2025
- Susquehanna issued a "Positive" rating on 10/13/2025
- Goldman Sachs issued a "Buy" rating on 10/08/2025
- Jefferies issued a "Buy" rating on 10/01/2025
- Wells Fargo issued a "Overweight" rating on 08/14/2025
To track analyst ratings and price targets for $RUN, check out Quiver Quantitative's $RUN forecast page.
$RUN Price Targets
Multiple analysts have issued price targets for $RUN recently. We have seen 13 analysts offer price targets for $RUN in the last 6 months, with a median target of $21.0.
Here are some recent targets:
- Jon Windham from UBS set a target price of $26.0 on 10/21/2025
- Vikram Bagri from Citigroup set a target price of $26.0 on 10/21/2025
- Mark Strouse from JP Morgan set a target price of $25.0 on 10/16/2025
- Ameet Thakkar from BMO Capital set a target price of $19.0 on 10/15/2025
- Biju Perincheril from Susquehanna set a target price of $23.0 on 10/13/2025
- Brian Lee from Goldman Sachs set a target price of $21.0 on 10/08/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $21.0 on 10/01/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $RUN ticker page for more data.
