BLOOM ENERGY CORP BE
COM CL A · Common Stock · CUSIP 093712107 · ISIN US0937121079
Bloom Energy is the company that develops, builds, and installs Bloom Energy Servers.
- SectorIndustrials
- IndustryElectrical Industrial Apparatus
- HeadquartersSan Jose, CA
- Founded2002
- Websitebloomenergy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.17. Options: 20 managers hold calls ($66.3m notional), 19 hold puts ($43.4m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 328 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $67.5m | $37.1m | 0.55 |
| Q4 2022 | $66.3m | $43.4m | 0.65 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +773.3k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +576.9k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +572.9k |
| Point72 Asset Management, L.P. | New | +544.3k |
| Clearbridge Investments, LLC | Added | +469.8k |
| TWO SIGMA ADVISERS, LP | Added | +419.3k |
| Cubist Systematic Strategies, LLC | Added | +360.5k |
| CANADA LIFE ASSURANCE Co | Added | +325.9k |
| Skandinaviska Enskilda Banken AB (publ) | Added | +299.3k |
| DNB Asset Management AS | New | +260.4k |
Biggest sellers
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | Sold out | -1.5m |
| Alyeska Investment Group, L.P. | Sold out | -898.2k |
| D. E. Shaw & Co., Inc. | Reduced | -744.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -712.9k |
| VANGUARD GROUP INC | Reduced | -702.6k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -602.9k |
| JANUS HENDERSON GROUP PLC | Reduced | -449.2k |
| Balyasny Asset Management L.P. | Sold out | -446.4k |
| Legal & General Group Plc | Reduced | -406.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -390.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.2m688.6k shares |
| CITADEL ADVISORS LLC | Reduced | $10.1m526.5k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $7.9m411.9k shares |
| JANE STREET GROUP, LLC | Reduced | $7.5m394.6k shares |
| PEAK6 Investments LLC | Added | $6.8m353.1k shares |
| GROUP ONE TRADING LLC | Reduced | $6.0m313.2k shares |
| Walleye Trading LLC | Added | $4.4m231.4k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m149.6k shares |
| BARCLAYS PLC | First filing | $2.1m111.2k shares |
| Squarepoint Ops LLC | New | $2.0m106.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.0m367.4k shares |
| JANE STREET GROUP, LLC | Added | $6.0m312.2k shares |
| CITADEL ADVISORS LLC | Added | $6.0m312.1k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $5.7m297.7k shares |
| SIMPLEX TRADING, LLC | Added | $4.6m240.7k shares |
| BARCLAYS PLC | First filing | $4.3m222.4k shares |
| GROUP ONE TRADING LLC | Added | $3.9m202.9k shares |
| Walleye Trading LLC | Added | $2.0m106.2k shares |
| Squarepoint Ops LLC | New | $1.4m71.4k shares |
| PEAK6 Investments LLC | Reduced | $803.0k42.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.5 pts · filed 2026-10-27 | 7.5% |
| AMERIPRISE FINANCIAL INC 13G · institution -1.7 pts · filed 2026-08-14 | 6.4% |
| JANE STREET GROUP, LLC 13G · passive investor new · filed 2026-08-04 | 5.1% |
Fell to 5% or below in the last year: MORGAN STANLEY (3.4%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26), D. E. SHAW & CO, L.P. (3.4%, 2026-02-17), KUWAIT INVESTMENT AUTHORITY ON BEHALF OF THE GOVT OF KUWAIT (1.4%, 2026-01-21)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 5 | $4.2m | — |
| Q1 2022 | 0 | — | 5 | $3.8m | — |
| Q2 2022 | 0 | — | 3 | $482.8k | — |
| Q3 2022 | 0 | — | 5 | $1.6m | — |
| Q4 2022 | 0 | — | 5 | $772.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-16 | Sridhar KR Chairman & CEO, director | Sold | $245.4k11.2k shares |
| 2022-12-16 | SODERBERG SHAWN MARIE EVP, GC & Secretary | Sold | $71.6k3.3k shares |
| 2022-12-16 | Griffiths Glen EVP, Services | Sold | $63.4k2.9k shares |
| 2022-11-16 | Sridhar KR Chairman & CEO, director | Sold | $159.2k7.4k shares |
| 2022-11-16 | Moore Sharelynn Faye EVP, Chief Marketing Officer | Sold | $132.6k6.2k shares |
| 2022-11-16 | SODERBERG SHAWN MARIE EVP, GC & Secretary | Sold | $59.7k2.8k shares |
| 2022-11-16 | Griffiths Glen EVP, Services | Sold | $14.7k683 shares |
| 2022-10-26 | Brooks Guillermo EVP, Sales - Americas | Sold | $25.6k1.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 20.9m $399.2m | Reduced -47.6k |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 20.0m $382.4m | Reduced -712.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 15.6m $297.5m | Reduced -702.6k |
| Clearbridge Investments, LLC 0.11% of their portfolio | 6.0m $114.8m | Added +469.8k |
| NORGES BANK 0.02% of their portfolio | 5.4m $102.8m | Added +1.7k |
| STATE STREET CORP 0.01% of their portfolio | 4.5m $85.3m | Added +239.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.4m $65.7m | Added +108.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.3m $62.4m | Added +167.6k |
| MORGAN STANLEY 0.01% of their portfolio | 2.4m $45.8m | Reduced -75.1k |
| TWO SIGMA ADVISERS, LP 0.12% of their portfolio | 2.2m $42.2m | Added +419.3k |
| Handelsbanken Fonder AB 0.24% of their portfolio | 2.0m $38.9m | Added +42.8k |
| Amundi 0.03% of their portfolio | 2.0m $45.9m | Reduced -238.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.8m $35.3m | Added +572.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $33.7m | Added +40.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.6m $31.0m | Added +172.7k |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 1.6m $30.0m | Reduced -602.9k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 1.4m $26.9m | Added +19.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.4m $26.9m | Added +57.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $26.9m | Added +111.2k |
| Legal & General Group Plc 0.01% of their portfolio | 1.3m $24.1m | Reduced -406.2k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.3m $24.0m | Added +37.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.1m $21.5m | Added +140.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $20.6m | Reduced -100.4k |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 1.0m $19.9m | Reduced -75.6k |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 1.0m $18.8m | Reduced -119.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 958.6k $18.3m | Added +570 |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.19% of their portfolio | 897.4k $17.2m | Reduced -65.2k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 865.1k $16.5m | Reduced -25.6k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 860.7k $16.5m | Added +773.3k |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 792.1k $15.1m | Added +159.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 770.3k $14.7m | Added +576.9k |
| Invesco Ltd. 0.00% of their portfolio | 757.4k $14.5m | Reduced -167.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 664.8k $12.7m | Added +18.4k |
| UBS Group AG 0.01% of their portfolio | 635.7k $12.2m | Added +183.1k |
| Baird Financial Group, Inc. 0.03% of their portfolio | 603.4k $11.5m | Added +10.9k |
| Skandinaviska Enskilda Banken AB (publ) 0.08% of their portfolio | 573.4k $11.0m | Added +299.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 565.7k $10.8m | Reduced -13.4k |
| Brookfield Corp /ON/ 0.04% of their portfolio | 563.9k $10.8m | Reduced -43.6k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 544.3k $10.4m | New |
| FMR LLC 0.00% of their portfolio | 511.8k $9.8m | Added +58.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio | 500.3k $9.6m | Added +121.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 499.9k $9.6m | Reduced -276.1k |
| Cubist Systematic Strategies, LLC 0.08% of their portfolio | 493.3k $9.4m | Added +360.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 467.2k $8.9m | Reduced -744.1k |
| Candriam S.C.A. 0.06% of their portfolio | 462.7k $8.8m | Added +77.4k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 460.9k $8.8m | Added +225.5k |
| Swiss National Bank 0.01% of their portfolio | 425.7k $8.1m | Added +40.7k |
| Vontobel Holding Ltd. 0.07% of their portfolio | 398.2k $7.1m | Added +3.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 395.0k $7.6m | Added +101.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 394.7k $7.5m | Reduced -29.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 378.0k $7.2m | Reduced -257.1k |
| KBC Group NV 0.03% of their portfolio | 359.7k $6.9m | Added +5.8k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 334.5k $6.4m | Added +325.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 333.0k $6.4m | Added +38.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 310.9k $5.9m | Reduced -14.8k |
| PLUSTICK MANAGEMENT LLC 4.66% of their portfolio | 310.0k $5.9m | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% of their portfolio | 308.7k $5.9m | Added +39.5k |
| DNB Asset Management AS 0.04% of their portfolio | 260.4k $5.0m | New |
| Ghisallo Capital Management LLC 0.85% of their portfolio | 250.0k $4.8m | Reduced -250.0k |
| Erste Asset Management GmbH 0.10% of their portfolio | 250.0k $4.7m | Added +44.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 246.8k $4.7m | Added +9.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 228.5k $4.4m | Added +23.5k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio | 228.4k $4.4m | Added +175 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 225.2k $4.3m | Added +16.0k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 210.5k $4.0m | Added +56.5k |
| HARTLINE INVESTMENT CORP/ 0.91% of their portfolio | 208.4k $4.0m | New |
| Pier Capital, LLC 0.65% of their portfolio | 207.2k $4.0m | Reduced -83.8k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 199.3k $3.8m | Added +544 |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 191.9k $3.7m | New |
| HITE Hedge Asset Management LLC 0.29% of their portfolio | 183.3k $3.5m | New |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 179.2k $3.4m | Added +9.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 178.6k $3.4m | New |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.52% of their portfolio | 175.6k $3.4m | Added +46.9k |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 174.4k $3.3m | Reduced -5.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 170.5k $3.3m | Added +24.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 169.2k $3.2m | Reduced -871 |
| BARCLAYS PLC 0.00% of their portfolio | 163.2k $3.1m | First filing |
| HarbourVest Partners LLC 1.04% of their portfolio | 162.2k $3.1m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 160.8k $3.1m | Reduced -8.3k |
| NICOLA WEALTH MANAGEMENT LTD. 0.31% of their portfolio | 160.0k $3.1m | Added +30.0k |
| B & T Capital Management DBA Alpha Capital Management 0.73% of their portfolio | 153.6k $2.9m | Reduced -5.5k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.34% of their portfolio | 153.4k $2.9m | New |
| Defender Capital, LLC. 1.18% of their portfolio | 153.2k $2.9m | Added +8.8k |
| Lombard Odier Asset Management (USA) Corp 0.46% of their portfolio | 150.0k $2.9m | Added +102.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 144.3k $2.8m | Added +9.2k |
| Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% of their portfolio | 140.3k $2.7m | Unchanged |
| Verition Fund Management LLC 0.05% of their portfolio | 139.8k $2.7m | Reduced -132.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 139.2k $2.7m | Added +31.8k |
| Jump Financial, LLC 0.14% of their portfolio | 134.9k $2.6m | Added +60.2k |
| HAMILTON LANE ADVISORS LLC 0.93% of their portfolio | 134.3k $2.6m | Reduced -33.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 126.5k $2.4m | Added +72 |
| Quaero Capital S.A. 1.63% of their portfolio | 123.6k $2.4m | Added +21.1k |
| Penserra Capital Management LLC 0.05% of their portfolio | 122.7k $2.3m | Reduced -9.7k |
| MIROVA 0.34% of their portfolio | 115.1k $2.2m | Added +40.0k |
| Graham Capital Management, L.P. 0.08% of their portfolio | 115.1k $2.2m | Added +72.5k |
| Parallax Volatility Advisers, L.P. 0.06% of their portfolio | 112.9k $2.2m | Reduced -103.1k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 112.7k $2.2m | Reduced -2.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 112.3k $2.1m | Added +10.6k |
| McGowan Group Asset Management, Inc. 0.34% of their portfolio | 110.6k $2.1m | Reduced -2.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 110.0k $2.1m | Added +73.9k |