Stock Ownership/BE

BLOOM ENERGY CORP (BE): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in BE · Industrials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
45
13F filers
Aggregate Value
$7.0B
Across holders
Last Price
$204.02
2026-08-24
Sector
Industrials
GICS
Quarterly fund activity27 increased18 reduced3 exited
Full exits: Alphadyne Asset Management LP, XN LP, Duquesne Family Office LLC
Institutional Holders of BE
↗
45 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
SHAW D E & CO INC
CIK 0001009207
Hedge Fund4.16M$1.3B17.9%0.6%Reduced$-814.9MQ2 2026
SANDS CAPITAL MANAGEMENT, LLC
CIK 0001020066
Institutional Manager2.93M$885.9M12.6%3.3%Added+$347.4MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund2.52M$763.5M10.9%0.3%Added+$763.0MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund2.02M$610.4M8.7%0.4%Reduced+$599.7MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund1.62M$490.1M7.0%0.4%Added+$190.7MQ2 2026
Whale Rock Capital Management LLC
CIK 0001387322
Hedge Fund1.61M$486.8M6.9%3.9%Reduced$-13.8MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund1.47M$445.6M6.4%0.4%Added—Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund702K$212.4M3.0%0.1%Added+$194.5MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund676K$204.5M2.9%0.3%Added+$42.3MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund650K$196.9M2.8%0.0%Added$-798.0MQ2 2026
SHAW D E & CO INCReduced
Hedge Fund
$1.3B· 17.9% of total· 0.6% port· 4.16M sh· $-814.9M QoQ· Q2 2026
SANDS CAPITAL MANAGEMENT, LLCAdded
Institutional Manager
$885.9M· 12.6% of total· 3.3% port· 2.93M sh· +$347.4M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$763.5M· 10.9% of total· 0.3% port· 2.52M sh· +$763.0M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$610.4M· 8.7% of total· 0.4% port· 2.02M sh· +$599.7M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$490.1M· 7.0% of total· 0.4% port· 1.62M sh· +$190.7M QoQ· Q2 2026
Whale Rock Capital Management LLCReduced
Hedge Fund
$486.8M· 6.9% of total· 3.9% port· 1.61M sh· $-13.8M QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$445.6M· 6.4% of total· 0.4% port· 1.47M sh· — QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$212.4M· 3.0% of total· 0.1% port· 702K sh· +$194.5M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$204.5M· 2.9% of total· 0.3% port· 676K sh· +$42.3M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$196.9M· 2.8% of total· 0.0% port· 650K sh· $-798.0M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$146.9M· 2.1% of total· 0.1% port· 498K sh· $-436.4M QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$139.2M· 2.0% of total· 0.2% port· 460K sh· +$84.6M QoQ· Q2 2026
Hudson Bay Capital Management LPAdded
Hedge Fund
$127.5M· 1.8% of total· 0.3% port· 421K sh· $-28.7M QoQ· Q2 2026
Point72 Asset Management, L.P.Added
Hedge Fund
$93.5M· 1.3% of total· 0.1% port· 309K sh· +$65.4M QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$88.5M· 1.3% of total· 0.1% port· 292K sh· $-130.2M QoQ· Q2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLCReduced
Hedge Fund
$82.9M· 1.2% of total· 0.4% port· 274K sh· $-122.5M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$82.5M· 1.2% of total· 0.3% port· 272K sh· +$6.8M QoQ· Q2 2026
Clearbridge Investments, LLCReduced
Hedge Fund
$81.7M· 1.2% of total· 0.1% port· 270K sh· $-335.2M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$74.5M· 1.1% of total· 0.1% port· 246K sh· +$37.1M QoQ· Q2 2026
MOORE CAPITAL MANAGEMENT, LPAdded
Hedge Fund
$66.0M· 0.9% of total· 1.0% port· 218K sh· +$40.8M QoQ· Q2 2026
STEADFAST CAPITAL MANAGEMENT LPAdded
Hedge Fund
$64.1M· 0.9% of total· 2.0% port· 212K sh· — QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$57.1M· 0.8% of total· 0.4% port· 197K sh· +$52.7M QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$55.1M· 0.8% of total· 0.4% port· 182K sh· +$3.3M QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$54.0M· 0.8% of total· 0.3% port· 178K sh· — QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$41.4M· 0.6% of total· 0.1% port· 137K sh· $-154.0M QoQ· Q2 2026
Holocene Advisors, LPReduced
Hedge Fund
$27.4M· 0.4% of total· 0.1% port· 90K sh· $-87.7M QoQ· Q2 2026
LIGHT STREET CAPITAL MANAGEMENT, LLCAdded
Hedge Fund
$25.5M· 0.4% of total· 2.8% port· 84K sh· +$10.2M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$25.1M· 0.4% of total· 0.0% port· 83K sh· +$23.6M QoQ· Q2 2026
AXIOM INVESTORS LLC /DEReduced
Hedge Fund
$22.2M· 0.3% of total· 0.2% port· 73K sh· $-6.4M QoQ· Q2 2026
Verition Fund Management LLCAdded
Hedge Fund
$19.7M· 0.3% of total· 0.1% port· 65K sh· — QoQ· Q2 2026
JUPITER ASSET MANAGEMENT LTDAdded
Hedge Fund
$16.4M· 0.2% of total· 0.1% port· 54K sh· — QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCReduced
Hedge Fund
$15.8M· 0.2% of total· 0.1% port· 52K sh· $-19.2M QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$15.0M· 0.2% of total· 0.1% port· 50K sh· +$3.3M QoQ· Q2 2026
Bridgewater Associates, LPReduced
Hedge Fund
$8.5M· 0.1% of total· 0.0% port· 28K sh· $-5.3M QoQ· Q2 2026
ArrowMark Colorado Holdings LLCReduced
Hedge Fund
$8.2M· 0.1% of total· 0.3% port· 27K sh· $-36.1M QoQ· Q2 2026
Lighthouse Investment Partners, LLCAdded
Hedge Fund
$7.3M· 0.1% of total· 0.2% port· 24K sh· +$3.9M QoQ· Q2 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$5.3M· 0.1% of total· 0.0% port· 17K sh· — QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$4.7M· 0.1% of total· 0.0% port· 15K sh· +$2.0M QoQ· Q2 2026
CAXTON ASSOCIATES LLPReduced
Hedge Fund
$4.5M· 0.1% of total· 0.1% port· 15K sh· $-72K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$1.6M· 0.0% of total· 0.2% port· 6K sh· — QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCReduced
Hedge Fund
$304K· 0.0% of total· 0.0% port· 1K sh· $-723K QoQ· Q2 2026
BROOKFIELD Corp /ON/Reduced
Hedge Fund
$111K· 0.0% of total· 0.0% port· 368 sh· $-115K QoQ· Q2 2026
Ancora Advisors, LLCReduced
Hedge Fund
$76K· 0.0% of total· 0.0% port· 250 sh· $-11K QoQ· Q2 2026
BAILLIE GIFFORD & COAdded
Institutional Manager
$16K· 0.0% of total· 0.0% port· 52 sh· — QoQ· Q2 2026
Select Equity Group, L.P.Reduced
Hedge Fund
$3K· 0.0% of total· 0.0% port· 10 sh· $-2K QoQ· Q2 2026
1–10 of 45
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