BE in the 13F filings
Bloom Energy Corp · CUSIP 093712107
- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 12 May 2026
- Managers listing it
- 42
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 18 listed it in both
- Shares listed
- 35,171,202
- combined, among listed positions
- Reported value
- $4.7bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 27 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,076,944.
Managers listing BE in Q1 2026
42 of 42 holders
Largest increases and reductions, by shares
Increases
- Two Sigma Investments LPexisting position · 3,547,838 shares now+1,609,861
- T. Rowe Price Associates Incexisting position · 2,166,049 shares now+995,806
- Marshall Wace LLPexisting position · 1,031,636 shares now+890,447
- Fidelity (FMR LLC)existing position · 2,751,237 shares now+626,608
- Holocene Advisors LPnew position · 380,000 shares now+380,000
Reductions
- D. E. Shaw & Co.existing position · 4,209,457 shares now-4,588,846
- Citadel Advisors LLCexisting position · 329,230 shares now-566,555
- Point72 Asset Management LPexisting position · 45,396 shares now-332,463
- Wellington Management Group LLPexisting position · 2,073,606 shares now-288,622
- Squarepoint Ops LLCexisting position · 26,174 shares now-256,386
New positions and exits
New (7)
Exited (4)
- Altimeter Capital Management LPwas $23m
- Verition Fund Management LLCwas $16m
- Discovery Capital Management LLCwas $2.2m
- Winton Group Ltdwas $295k
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 →