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BE in the 13F filings

Bloom Energy Corp · CUSIP 093712107

Sector · IndustrialsTheme · Energy and power infrastructure· L3VLUP-definedTheme · Industrials and automation· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 13 May 2025
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
20,754,763
combined, among listed positions
Reported value
$408m
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 1 seller (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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
Two Sigma Investments LP4,832,808$95m0.20%Added+1,234,29915 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP4,038,634$79m0.18%Added+2,658,60015 May 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC3,954,534$78m1.35%Newnew15 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.3,600,786$71m0.06%Addedn.a.15 May 2025 (the filing on sec.gov)
Marshall Wace LLP1,440,636$28munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Tudor Investment Corp1,418,352$28m0.09%Added+793,15415 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC1,329,455$26m0.10%Trimmed-110,97315 May 2025 (the filing on sec.gov)
Quantbot Technologies LP139,558$2.7m0.09%Newnew13 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 39 in Q2 2026

Tracked managers listing it, at least.

0102030402020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BE by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20181$4.5mn.a.n.a.
Q2 20191$1.4mn.a.n.a.
Q3 20192$1.7mn.a.n.a.
Q4 20191$2.6mn.a.n.a.
Q1 20201$620kn.a.n.a.
Q2 20205$79mn.a.n.a.
Q3 20207$129mn.a.n.a.
Q4 20205$43mn.a.n.a.
Q1 20213$25mn.a.n.a.
Q2 20213$6.7mn.a.n.a.
Q3 20211$19mn.a.n.a.
Q4 20214$89mn.a.n.a.
Q1 20224$81mn.a.n.a.
Q2 20223$14mn.a.n.a.
Q3 20224$111mn.a.n.a.
Q4 20222$72mn.a.n.a.
Q1 20234$110mn.a.n.a.
Q2 20235$170mn.a.n.a.
Q3 20236$128mn.a.n.a.
Q4 20234$96m22
Q1 20243$51m31
Q2 20246$136m52
Q3 20244$53m32
Q4 20249$227m72
Q1 20258$408m71
Q2 202511$604m83
Q3 202515$2.7bn105
Q4 202522$2.5bn2815
Q1 202627$3.8bn2718
Q2 202639$9.2bn2423

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 →