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 ($5.3m this quarter). Holder counts are more reliable. Shares outstanding: 227.6m as of 2024-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $12.25. Options: 26 managers hold calls ($110.6m notional), 31 hold puts ($87.6m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 328 |
| Q1 2023 | 336 |
| Q2 2023 | 309 |
| Q3 2023 | 313 |
| Q4 2023 | 301 |
| Q1 2024 | 292 |
| Q2 2024 | 316 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 162 | 135 |
| Q1 2023 | 157 | 141 |
| Q2 2023 | 145 | 138 |
| Q3 2023 | 156 | 114 |
| Q4 2023 | 125 | 154 |
| Q1 2024 | 137 | 139 |
| Q2 2024 | 162 | 131 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $66.9m | $86.1m | 1.29 |
| Q4 2023 | $92.0m | $89.3m | 0.97 |
| Q1 2024 | $95.2m | $81.9m | 0.86 |
| Q2 2024 | $110.6m | $87.6m | 0.79 |
Biggest buyers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +3.0m |
| Contour Asset Management LLC | New | +3.0m |
| JANUS HENDERSON GROUP PLC | Added | +2.5m |
| Whale Rock Capital Management LLC | New | +2.4m |
| AMERIPRISE FINANCIAL INC | Added | +2.0m |
| MILLENNIUM MANAGEMENT LLC | New | +1.5m |
| JAT Capital Mgmt LP | New | +1.5m |
| JANE STREET GROUP, LLC | Added | +1.1m |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | New | +899.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +831.4k |
Biggest sellers
| MORGAN STANLEY | Reduced | -8.7m |
| BlackRock Inc. | Reduced | -7.3m |
| Covalis Capital LLP | Sold out | -1.8m |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -1.0m |
| VANGUARD GROUP INC | Reduced | -692.9k |
| Clearbridge Investments, LLC | Reduced | -632.6k |
| Covalis (Gibraltar) Ltd | Sold out | -518.9k |
| Handelsbanken Fonder AB | Reduced | -487.8k |
| VAN ECK ASSOCIATES CORP | Reduced | -427.2k |
| TWO SIGMA ADVISERS, LP | Reduced | -409.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $21.5m1.8m shares |
| MASTERS CAPITAL MANAGEMENT LLC | Unchanged | $12.2m1.0m shares |
| CITADEL ADVISORS LLC | Added | $10.6m869.7k shares |
| SIMPLEX TRADING, LLC | Added | $9.1m742.5k shares |
| JANE STREET GROUP, LLC | Added | $7.8m635.7k shares |
| PEAK6 Investments LLC | Added | $6.7m548.4k shares |
| Caption Management, LLC | Added | $6.4m526.0k shares |
| BARCLAYS PLC | Added | $5.8m475.0k shares |
| IMC-Chicago, LLC | Added | $5.6m454.8k shares |
| GROUP ONE TRADING LLC | Added | $4.7m382.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.4m1.7m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $13.6m1.1m shares |
| Balyasny Asset Management L.P. | Added | $6.4m520.6k shares |
| IMC-Chicago, LLC | Added | $5.5m453.4k shares |
| Squarepoint Ops LLC | Added | $5.2m422.2k shares |
| GOLDMAN SACHS GROUP INC | New | $4.9m401.0k shares |
| WHITEBOX ADVISORS LLC | Unchanged | $4.2m340.0k shares |
| GROUP ONE TRADING LLC | Added | $4.0m324.4k shares |
| CITADEL ADVISORS LLC | Reduced | $3.6m296.3k shares |
| Crawford Fund Management, LLC | Reduced | $3.1m256.0k 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 Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 5 | $1.6m | — |
| Q4 2022 | 0 | — | 5 | $772.3k | — |
| Q1 2023 | 0 | — | 7 | $9.4m | — |
| Q2 2023 | 0 | — | 4 | $1.4m | — |
| Q3 2023 | 0 | — | 3 | $321.4k | — |
| Q4 2023 | 0 | — | 2 | $89.6k | — |
| Q1 2024 | 0 | — | 3 | $698.2k | — |
| Q2 2024 | 0 | — | 4 | $958.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-17 | Chitoori Satish Chief Operations Officer | Sold | $15.0k1.1k shares |
| 2024-05-16 | SODERBERG SHAWN MARIE Officer | Sold | $14.1k1.2k shares |
| 2024-05-15 | ZERVIGON EDDY Director | Sold | $362.0k28.1k shares |
| 2024-05-13 | Sridhar KR Chairman & CEO, director | Sold | $478.5k40.1k shares |
| 2024-04-16 | SODERBERG SHAWN MARIE Officer | Sold | $88.4k9.0k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.14% of their portfolio | 40.8m $499.0m | Added +2.0m |
| VANGUARD GROUP INC 0.00% of their portfolio | 19.0m $232.5m | Reduced -692.9k |
| BlackRock Inc. 0.00% of their portfolio | 14.6m $178.3m | Reduced -7.3m |
| MORGAN STANLEY 0.01% of their portfolio | 9.8m $119.5m | Reduced -8.7m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.0m $98.2m | Reduced -151.3k |
| STATE STREET CORP 0.00% of their portfolio | 5.2m $64.2m | Added +250.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.7m $57.6m | Added +205.6k |
| NORGES BANK 0.01% of their portfolio | 4.2m $51.3m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% of their portfolio | 3.7m $45.2m | Reduced -358.4k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 3.6m $44.5m | Reduced -632.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.5m $43.2m | Added +3.0m |
| PUBLIC INVESTMENT FUND 0.23% of their portfolio | 3.3m $39.9m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 3.1m $37.8m | Added +627.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.0m $36.2m | Added +654.5k |
| Contour Asset Management LLC 1.22% of their portfolio | 3.0m $36.2m | New |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 2.6m $32.0m | Added +2.5m |
| Whale Rock Capital Management LLC 0.42% of their portfolio | 2.4m $30.0m | New |
| Legal & General Group Plc 0.01% of their portfolio | 2.0m $24.5m | Added +21.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $23.1m | Reduced -43.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.8m $22.6m | Added +217.3k |
| Amundi 0.01% of their portfolio | 1.7m $20.2m | Reduced -1.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.7m $20.6m | Added +46.1k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 1.6m $19.9m | Reduced -156.8k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.5m $18.6m | Added +1.1m |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.5m $18.3m | New |
| JAT Capital Mgmt LP 2.81% of their portfolio | 1.5m $17.9m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 1.4m $17.3m | First filing |
| Electron Capital Partners, LLC 0.87% of their portfolio | 1.4m $17.0m | Added +27.0k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 1.3m $16.1m | Reduced -409.4k |
| DigitalBridge Group, Inc. 1.26% of their portfolio | 1.2m $14.2m | Added +462.6k |
| BARCLAYS PLC 0.01% of their portfolio | 1.1m $13.9m | Reduced -33.0k |
| Handelsbanken Fonder AB 0.06% of their portfolio | 1.0m $12.8m | Reduced -487.8k |
| UBS Group AG 0.00% of their portfolio | 992.8k $12.2m | Added +455.1k |
| NOMURA HOLDINGS INC 0.07% of their portfolio | 953.1k $11.7m | Reduced -7.2k |
| LIGHT STREET CAPITAL MANAGEMENT, LLC 2.64% of their portfolio | 899.9k $11.0m | New |
| PINNACLE ASSOCIATES LTD 0.17% of their portfolio | 869.6k $10.6m | Added +284.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 850.8k $10.5m | Reduced -28.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 831.4k $10.2m | New |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 830.4k $11.0m | Added +325.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 808.0k $9.9m | Reduced -141.2k |
| Squarepoint Ops LLC 0.04% of their portfolio | 798.7k $9.8m | Added +329.9k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 788.0k $9.6m | Added +508.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 773.7k $9.5m | Added +101.5k |
| Verition Fund Management LLC 0.07% of their portfolio | 731.1k $8.9m | Added +263.6k |
| Vontobel Holding Ltd. 0.03% of their portfolio | 661.0k $8.1m | Reduced -25.2k |
| Invesco Ltd. 0.00% of their portfolio | 620.0k $7.6m | Reduced -226.8k |
| Artemis Investment Management LLP 0.10% of their portfolio | 612.9k $7.5m | New |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 585.4k $7.2m | Reduced -427.2k |
| Oxbow Capital Management (HK) Ltd 2.36% of their portfolio | 569.8k $7.0m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 556.9k $6.8m | New |
| Valiant Capital Management, L.P. 0.79% of their portfolio | 546.2k $6.7m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 546.1k $6.7m | Added +192.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 531.1k $6.5m | Added +19.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 510.3k $6.2m | Added +117.6k |
| Select Equity Group, L.P. 0.02% of their portfolio | 504.7k $6.2m | Added +298.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 488.0k $6.0m | Reduced -83.4k |
| Pier Capital, LLC 0.83% of their portfolio | 457.7k $5.6m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 452.9k $7.0m | Reduced -76.7k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 447.2k $5.5m | Reduced -26.5k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 433.5k $5.3m | Added +19.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 426.1k $5.2m | Reduced -50.2k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 424.9k $5.2m | Added +46.2k |
| Hel Ved Capital Management Ltd 1.80% of their portfolio | 424.4k $5.2m | New |
| KBC Group NV 0.02% of their portfolio | 419.8k $5.1m | Reduced -952 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% of their portfolio | 402.4k $4.9m | Added +34.7k |
| Swiss National Bank 0.00% of their portfolio | 399.5k $4.9m | Added +2.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 385.4k $4.7m | Reduced -201.0k |
| Erste Asset Management GmbH 0.07% of their portfolio | 381.2k $5.0m | Added +49.4k |
| MIZUHO MARKETS AMERICAS LLC 0.13% of their portfolio | 379.4k $4.6m | Reduced -50.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 343.3k $4.2m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 324.5k $4.0m | Added +298.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 311.4k $3.8m | Reduced -100.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 310.1k $3.8m | Reduced -126.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 303.3k $3.7m | Reduced -32.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.11% of their portfolio | 302.7k $3.7m | Added +94.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 298.2k $3.6m | Added +29.6k |
| Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio | 295.3k $3.6m | Reduced -47.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 292.5k $3.6m | Reduced -262.7k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 280.9k $3.7m | Reduced -1.0m |
| Man Group plc 0.01% of their portfolio | 272.2k $3.3m | Added +225.2k |
| Avalon Trust Co 0.26% of their portfolio | 267.4k $3.3m | Reduced -2.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 266.4k $3.3m | Reduced -13.4k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 265.1k $3.2m | Added +207.4k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.05% of their portfolio | 260.4k $3.2m | Reduced -7.5k |
| Lumbard & Kellner, LLC 1.43% of their portfolio | 246.7k $3.0m | New |
| Alpha Wave Global, LP 0.98% of their portfolio | 240.5k $2.9m | Unchanged |
| Korea Investment CORP 0.01% of their portfolio | 236.8k $2.9m | Reduced -13.7k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 207.6k $2.5m | New |
| Canal Insurance CO 0.65% of their portfolio | 200.0k $2.4m | Added +130.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 199.4k $2.4m | Reduced -206.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 198.0k $2.4m | Reduced -2.7k |
| Napean Trading & Investment Co (Singapore) PTE Ltd 0.56% of their portfolio | 191.7k $2.3m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 189.0k $2.3m | Reduced -45.8k |
| Family CFO Inc 1.42% of their portfolio | 188.5k $2.3m | Reduced -12.7k |
| FMR LLC 0.00% of their portfolio | 187.6k $2.3m | Added +75.1k |
| JOHN G ULLMAN & ASSOCIATES INC 0.34% of their portfolio | 184.4k $2.3m | Added +156.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 177.1k $2.2m | Added +4.5k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 171.7k $2.1m | Added +29.7k |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.04% of their portfolio | 169.7k $2.1m | Added +12.7k |
| J. Goldman & Co LP 0.08% of their portfolio | 169.6k $2.1m | Added +155.2k |