BE in the 13F filings
Bloom Energy Corp · CUSIP 093712107
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 14 Feb 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 2 listed it in both
- Shares listed
- 10,216,663
- combined, among listed positions
- Reported value
- $227m
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing BE in Q4 2024
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Two Sigma Investments LP | 3,598,509 | $80m | 0.17% | Added | +1,378,152 | 14 Feb 2025 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 1,614,279 | $36m | 0.05% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,440,428 | $32m | 0.11% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 1,380,034 | $31m | 0.07% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 939,724 | $21m | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Tudor Investment Corp | 625,198 | $14m | 0.05% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| Verition Fund Management LLC | 522,642 | $12m | under 0.1% | Trimmed | -394,682 | 14 Feb 2025 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 54,111 | $1.2m | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 41,738 | $927k | under 0.1% | Held | n.a. | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Two Sigma Investments LPexisting position · 3,598,509 shares now+1,378,152
- Point72 Asset Management LPnew position · 939,724 shares now+939,724
- Brevan Howard Capital Management LPnew position · 54,111 shares now+54,111
Reductions
- Verition Fund Management LLCexisting position · 522,642 shares now-394,682
New positions and exits
New (2)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2018 | 1 | $4.5m | n.a. | n.a. |
| Q2 2019 | 1 | $1.4m | n.a. | n.a. |
| Q3 2019 | 2 | $1.7m | n.a. | n.a. |
| Q4 2019 | 1 | $2.6m | n.a. | n.a. |
| Q1 2020 | 1 | $620k | n.a. | n.a. |
| Q2 2020 | 5 | $79m | n.a. | n.a. |
| Q3 2020 | 7 | $129m | n.a. | n.a. |
| Q4 2020 | 5 | $43m | n.a. | n.a. |
| Q1 2021 | 3 | $25m | n.a. | n.a. |
| Q2 2021 | 3 | $6.7m | n.a. | n.a. |
| Q3 2021 | 1 | $19m | n.a. | n.a. |
| Q4 2021 | 4 | $89m | n.a. | n.a. |
| Q1 2022 | 4 | $81m | n.a. | n.a. |
| Q2 2022 | 3 | $14m | n.a. | n.a. |
| Q3 2022 | 4 | $111m | n.a. | n.a. |
| Q4 2022 | 2 | $72m | n.a. | n.a. |
| Q1 2023 | 4 | $110m | n.a. | n.a. |
| Q2 2023 | 5 | $170m | n.a. | n.a. |
| Q3 2023 | 6 | $128m | n.a. | n.a. |
| Q4 2023 | 4 | $96m | 2 | 2 |
| Q1 2024 | 3 | $51m | 3 | 1 |
| Q2 2024 | 6 | $136m | 5 | 2 |
| Q3 2024 | 4 | $53m | 3 | 2 |
| Q4 2024 | 9 | $227m | 7 | 2 |
| Q1 2025 | 8 | $408m | 7 | 1 |
| Q2 2025 | 11 | $604m | 8 | 3 |
| Q3 2025 | 15 | $2.7bn | 10 | 5 |
| Q4 2025 | 22 | $2.5bn | 28 | 15 |
| Q1 2026 | 27 | $3.8bn | 27 | 18 |
| Q2 2026 | 39 | $9.2bn | 24 | 23 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
BE and GEV →BE and XOM →BE and CVX →Choose a stock to compare with BE →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BE, latest filings →Back to the 13F Explorer →