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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
40
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 13 listed it in both
Shares listed
37,560,780
combined, among listed positions
Reported value
$3.3bn
combined, at the quarter end

Among the 92 comparable managers: 28 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,141,239.

Managers listing BE in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

40 of 40 holders

ActionFiling
D. E. Shaw & Co.8,798,303$764m0.42%Trimmed-3,019,60117 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC4,828,230$420m0.06%Added+2,019,64312 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP2,362,228$205munder 0.1%Added+1,198,17817 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP2,135,612$186m0.06%Added+1,831,75217 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,124,629$185munder 0.1%Added+40,13817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,937,977$168m0.24%Added+224,56517 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,843,006$160munder 0.1%Added+368,16419 Feb 2026 (the filing on sec.gov)
Capital World Investors1,752,338$152munder 0.1%Added+44,15511 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,339,591$116m0.09%Added+560,95327 Oct 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC1,339,623$116m1.49%Trimmed-3,341,35017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,312,634$114m0.22%Trimmed-1,329,10017 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,170,243$102munder 0.1%Trimmed-2,201,74117 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC895,785$78munder 0.1%Trimmed-306,83517 Feb 2026 (the filing on sec.gov)
MFS Investment Management801,043$70munder 0.1%Added+546,14722 Jan 2026 (the filing on sec.gov)
Susquehanna International Group LLP678,113$59munder 0.1%Added+427,06017 Feb 2026 (the filing on sec.gov)
Artisan Partners LP535,046$46m0.07%Newnew17 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC431,757$38m0.13%Newnew17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP377,859$33munder 0.1%Added+237,26717 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC360,189$31m0.14%Trimmed-349,89317 Feb 2026 (the filing on sec.gov)
Millennium Management LLC311,127$27munder 0.1%Added+144,34317 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC282,560$25munder 0.1%Added+278,91513 Feb 2026 (the filing on sec.gov)
Altimeter Capital Management LP260,730$23m0.34%Newnew17 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC260,200$23munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Man Group PLC255,200$22munder 0.1%Trimmed-293,93417 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC186,246$16m0.06%Trimmed-41,77213 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 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 (9)

Exited (3)

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 →