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 ($1.9m this quarter). Holder counts are more reliable. Shares outstanding: 228.6m as of 2024-11-04, 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 ≈ $10.56. Options: 29 managers hold calls ($127.6m notional), 30 hold puts ($92.4m).
Trends to Q3 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 |
| Q3 2024 | 317 |
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 |
| Q3 2024 | 153 | 144 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $92.0m | $89.3m | 0.97 |
| Q1 2024 | $95.2m | $81.9m | 0.86 |
| Q2 2024 | $110.6m | $87.6m | 0.79 |
| Q3 2024 | $127.6m | $92.4m | 0.72 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +1.7m |
| Allianz Asset Management GmbH | New | +1.5m |
| GOLDMAN SACHS GROUP INC | Added | +758.5k |
| JAT Capital Mgmt LP | Added | +733.4k |
| ExodusPoint Capital Management, LP | New | +478.9k |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | Added | +467.1k |
| Avalon Trust Co | Added | +458.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +442.5k |
| Edgestream Partners, L.P. | New | +310.0k |
| Temasek Holdings (Private) Ltd | New | +307.7k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -2.5m |
| Whale Rock Capital Management LLC | Sold out | -2.4m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.5m |
| JANE STREET GROUP, LLC | Reduced | -1.2m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -864.4k |
| MORGAN STANLEY | Reduced | -840.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -756.8k |
| TWO SIGMA ADVISERS, LP | Reduced | -621.0k |
| Valiant Capital Management, L.P. | Sold out | -546.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -491.3k |
Biggest calls
| MASTERS CAPITAL MANAGEMENT LLC | Added | $21.1m2.0m shares |
| JANE STREET GROUP, LLC | Added | $13.6m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.7m1.1m shares |
| GROUP ONE TRADING LLC | Added | $11.0m1.0m shares |
| CITADEL ADVISORS LLC | Added | $10.3m972.8k shares |
| Walleye Trading LLC | Added | $8.9m844.4k shares |
| Caption Management, LLC | Added | $7.1m676.0k shares |
| IMC-Chicago, LLC | Added | $6.0m569.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.8m545.7k shares |
| WOLVERINE TRADING, LLC | New | $5.0m465.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $17.5m1.7m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $14.4m1.4m shares |
| Sculptor Capital LP | New | $8.0m754.7k shares |
| GROUP ONE TRADING LLC | Added | $7.9m744.1k shares |
| IMC-Chicago, LLC | Added | $5.0m478.1k shares |
| GOLDMAN SACHS GROUP INC | Added | $4.6m435.4k shares |
| CITADEL ADVISORS LLC | Added | $4.5m429.5k shares |
| Crawford Fund Management, LLC | Added | $3.8m357.5k shares |
| SIMPLEX TRADING, LLC | Added | $3.7m351.9k shares |
| WHITEBOX ADVISORS LLC | Unchanged | $3.6m340.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2024 | 0 | — | 2 | $95.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-16 | Chitoori Satish Chief Operations Officer | Sold | $47.2k4.8k shares |
| 2024-08-16 | SODERBERG SHAWN MARIE Officer | Sold | $18.0k1.5k shares |
| 2024-07-16 | SODERBERG SHAWN MARIE Officer | Sold | $30.4k2.1k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.11% of their portfolio | 40.4m $426.2m | Reduced -400.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 18.9m $199.4m | Reduced -114.3k |
| BlackRock, Inc. 0.00% of their portfolio | 14.7m $155.0m | First filing |
| MORGAN STANLEY 0.01% of their portfolio | 8.9m $94.2m | Reduced -840.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 7.7m $81.4m | Reduced -314.2k |
| STATE STREET CORP 0.00% of their portfolio | 5.2m $54.9m | Reduced -47.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.7m $49.7m | Added +1.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.6m $48.6m | Reduced -103.9k |
| NORGES BANK 0.01% of their portfolio | 4.5m $47.0m | Added +258.8k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 3.7m $38.6m | Added +20.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.4m $35.7m | Reduced -148.6k |
| PUBLIC INVESTMENT FUND 0.18% of their portfolio | 3.3m $34.4m | Unchanged |
| Contour Asset Management LLC 1.03% of their portfolio | 3.0m $31.3m | Added +10.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 2.9m $31.0m | Reduced -756.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.6m $27.5m | Added +758.5k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 2.2m $23.4m | Reduced -864.4k |
| JAT Capital Mgmt LP 3.97% of their portfolio | 2.2m $23.2m | Added +733.4k |
| Legal & General Group Plc 0.01% of their portfolio | 2.0m $20.8m | Reduced -30.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $19.8m | Reduced -12.6k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 1.7m $17.9m | Added +70.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.6m $17.4m | Reduced -42.0k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 1.5m $15.6m | New |
| Amundi 0.01% of their portfolio | 1.4m $14.3m | Reduced -305.1k |
| LIGHT STREET CAPITAL MANAGEMENT, LLC 3.57% of their portfolio | 1.4m $14.4m | Added +467.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 1.4m $14.3m | Reduced -44.7k |
| DigitalBridge Group, Inc. 1.11% of their portfolio | 1.3m $14.2m | Added +181.9k |
| BARCLAYS PLC 0.01% of their portfolio | 1.3m $13.4m | Added +140.2k |
| Electron Capital Partners, LLC 0.64% of their portfolio | 1.3m $13.3m | Reduced -133.1k |
| UBS Group AG 0.00% of their portfolio | 1.1m $12.0m | Added +144.8k |
| Handelsbanken Fonder AB 0.04% of their portfolio | 1.0m $11.1m | Unchanged |
| NOMURA HOLDINGS INC 0.08% of their portfolio | 965.8k $10.2m | Added +12.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 953.3k $10.0m | Added +102.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 917.6k $9.7m | Added +109.6k |
| Verition Fund Management LLC 0.07% of their portfolio | 917.3k $9.7m | Added +186.2k |
| Squarepoint Ops LLC 0.03% of their portfolio | 789.0k $8.3m | Reduced -9.6k |
| Artemis Investment Management LLP 0.12% of their portfolio | 738.7k $7.8m | Added +125.8k |
| Avalon Trust Co 0.57% of their portfolio | 726.0k $7.7m | Added +458.6k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 694.9k $7.3m | Reduced -621.0k |
| Invesco Ltd. 0.00% of their portfolio | 692.3k $7.3m | Added +72.3k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 661.9k $6.0m | Added +76.5k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 643.4k $6.7m | Reduced -187.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 609.4k $6.4m | Reduced -164.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 601.8k $6.4m | Added +442.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 590.5k $6.2m | Added +44.5k |
| PINNACLE ASSOCIATES LTD 0.15% of their portfolio | 579.0k $8.6m | Reduced -290.6k |
| Oxbow Capital Management (HK) Ltd 2.53% of their portfolio | 561.4k $5.9m | Reduced -8.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 531.1k $5.6m | Unchanged |
| Vontobel Holding Ltd. 0.02% of their portfolio | 527.5k $5.6m | Reduced -133.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 486.6k $5.1m | Reduced -1.4k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 478.9k $5.1m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 465.7k $5.0m | Added +12.8k |
| Pier Capital, LLC 0.69% of their portfolio | 461.7k $4.9m | Added +4.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.15% of their portfolio | 461.6k $4.9m | Added +158.9k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 441.6k $4.7m | Reduced -5.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 435.3k $4.6m | Added +10.4k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 429.6k $4.5m | Reduced -3.9k |
| Hel Ved Capital Management Ltd 2.11% of their portfolio | 424.4k $4.5m | Unchanged |
| KBC Group NV 0.01% of their portfolio | 422.2k $4.5m | Added +2.4k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 416.1k $4.4m | Reduced -371.9k |
| MIZUHO MARKETS AMERICAS LLC 0.11% of their portfolio | 410.6k $4.3m | Added +31.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 409.3k $4.3m | Reduced -16.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 408.2k $4.3m | Added +98.1k |
| Swiss National Bank 0.00% of their portfolio | 399.5k $4.2m | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 397.2k $4.2m | Reduced -5.2k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 383.1k $4.0m | Reduced -127.3k |
| Lumbard & Kellner, LLC 1.74% of their portfolio | 373.5k $3.9m | Added +126.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 371.5k $3.9m | Added +60.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 362.8k $3.8m | Reduced -22.6k |
| Napean Trading & Investment Co (Singapore) PTE Ltd 0.93% of their portfolio | 361.1k $3.8m | Added +169.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 354.6k $3.7m | Reduced -202.3k |
| Erste Asset Management GmbH 0.05% of their portfolio | 351.6k $3.8m | Reduced -29.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 340.6k $3.6m | Reduced -2.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 340.4k $3.6m | Added +42.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 340.1k $3.6m | Reduced -491.3k |
| Edgestream Partners, L.P. 0.14% of their portfolio | 310.0k $3.3m | New |
| Temasek Holdings (Private) Ltd 0.01% of their portfolio | 307.7k $3.2m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 298.9k $3.2m | Added +6.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 287.9k $3.0m | Reduced -15.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 279.2k $2.9m | Reduced -1.2m |
| PEAPACK GLADSTONE FINANCIAL CORP 0.04% of their portfolio | 271.9k $2.9m | Added +11.5k |
| JOHN G ULLMAN & ASSOCIATES INC 0.41% of their portfolio | 268.0k $2.8m | Added +83.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 251.6k $2.7m | Reduced -14.8k |
| Alpha Wave Global, LP 0.79% of their portfolio | 240.5k $2.5m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 236.9k $2.5m | Added +37.5k |
| Korea Investment CORP 0.01% of their portfolio | 236.8k $2.5m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 232.7k $2.5m | Added +88.7k |
| SIR Capital Management, L.P. 0.23% of their portfolio | 224.5k $2.4m | Added +68.0k |
| LPL Financial LLC 0.00% of their portfolio | 219.2k $2.3m | Added +136.8k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 214.4k $2.3m | Reduced -80.9k |
| Canal Insurance CO 0.50% of their portfolio | 200.0k $2.1m | Unchanged |
| Maxi Investments CY Ltd 0.56% of their portfolio | 200.0k $2.1m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 196.4k $2.1m | Added +64.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 192.9k $2.0m | Reduced -5.1k |
| Family CFO Inc 1.13% of their portfolio | 189.2k $2.0m | Added +666 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 185.3k $17.6k | Added +173.7k |
| Shellback Capital, LP 0.15% of their portfolio | 175.3k $1.9m | New |
| NICOLA WEALTH MANAGEMENT LTD. 0.15% of their portfolio | 175.0k $1.8m | Added +30.0k |
| Bridgewater Associates, LP 0.01% of their portfolio | 173.1k $1.8m | New |
| CITIGROUP INC 0.00% of their portfolio | 171.0k $1.8m | Added +65.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 170.6k $1.8m | Reduced -6.6k |