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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
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Nov 2025
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 9 listed it in both
Shares listed
32,067,327
combined, among listed positions
Reported value
$2.7bn
combined, at the quarter end

Among the 95 comparable managers: 10 buyers (opened or added shares) and 5 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
D. E. Shaw & Co.11,817,904$999m0.56%Added+5,841,32114 Nov 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC4,680,973$396m4.66%Added+2,650,52414 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc3,371,984$285munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Jane Street Group LLC2,808,587$238munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP2,641,734$223m0.45%Trimmed-1,725,40014 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP1,713,412$145m0.22%Trimmed-2,824,55814 Nov 2025 (the filing on sec.gov)
Capital World Investors1,708,183$144munder 0.1%Added+77,27313 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC778,638$66munder 0.1%Trimmed-841,22727 Oct 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC710,082$60m0.34%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Man Group PLC549,134$46m0.08%Trimmed-1,843,78114 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP511,579$43m0.32%Added+310,00014 Nov 2025 (the filing on sec.gov)
Tudor Investment Corp396,267$34m0.06%Addedn.a.9 Dec 2025 (the filing on sec.gov)
Verition Fund Management LLC228,018$19m0.08%Trimmedn.a.14 Nov 2025 (the filing on sec.gov)
Polen Capital Management LLC131,390$11munder 0.1%Added+63,07412 Nov 2025 (the filing on sec.gov)
Caxton Associates LLP19,442$1.6munder 0.1%Addedn.a.17 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 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 (0)

No new position among listed positions.

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
Drawing every quarter on file…

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 →