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 ($10.9m 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 ≈ $22.23. Options: 40 managers hold calls ($432.8m notional), 37 hold puts ($286.9m).
Trends to Q4 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 |
| Q4 2024 | 371 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 190 | 159 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $95.2m | $81.9m | 0.86 |
| Q2 2024 | $110.6m | $87.6m | 0.79 |
| Q3 2024 | $127.6m | $92.4m | 0.72 |
| Q4 2024 | $432.8m | $286.9m | 0.66 |
Biggest buyers
| UBS Group AG | Added | +4.1m |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +2.8m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.4m |
| Trivest Advisors Ltd | New | +1.4m |
| Value Aligned Research Advisors, LLC | New | +1.3m |
| Balyasny Asset Management L.P. | Added | +1.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.0m |
| CITADEL ADVISORS LLC | Added | +967.2k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -4.5m |
| BANK OF AMERICA CORP /DE/ | Reduced | -3.4m |
| Contour Asset Management LLC | Sold out | -3.0m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -2.8m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -2.5m |
| JAT Capital Mgmt LP | Reduced | -1.9m |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | Sold out | -1.4m |
| Allianz Asset Management GmbH | Reduced | -1.3m |
| Electron Capital Partners, LLC | Sold out | -1.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -904.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $72.0m3.2m shares |
| JANE STREET GROUP, LLC | Added | $46.7m2.1m shares |
| GROUP ONE TRADING LLC | Added | $41.8m1.9m shares |
| PEAK6 LLC | First filing | $32.7m1.5m shares |
| CITADEL ADVISORS LLC | Added | $29.8m1.3m shares |
| Walleye Trading LLC | Added | $24.2m1.1m shares |
| AMERIPRISE FINANCIAL INC | New | $20.6m929.4k shares |
| IMC-Chicago, LLC | Added | $18.2m818.8k shares |
| SIMPLEX TRADING, LLC | Added | $18.1m813.2k shares |
| WOLVERINE TRADING, LLC | Added | $17.1m759.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $45.2m2.0m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $30.4m1.4m shares |
| CITADEL ADVISORS LLC | Added | $24.4m1.1m shares |
| Sculptor Capital LP | Added | $20.4m920.3k shares |
| GROUP ONE TRADING LLC | Added | $20.1m903.5k shares |
| Squarepoint Ops LLC | Added | $15.0m674.9k shares |
| SIMPLEX TRADING, LLC | Added | $14.8m666.1k shares |
| IMC-Chicago, LLC | Added | $14.2m639.4k shares |
| JANE STREET GROUP, LLC | Added | $13.3m598.5k shares |
| BANK OF AMERICA CORP /DE/ | New | $12.9m581.8k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2024 | 0 | — | 4 | $3.6m | $3.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-16 | Chitoori Satish Chief Operations Officer | Sold | $26.7k1.0k shares |
| 2024-11-22 | Sridhar KR Chairman & CEO, director | Sold plan | $1.2m46.7k shares |
| 2024-11-21 | Sridhar KR Chairman & CEO, director | Sold plan | $10.0k400 shares |
| 2024-11-20 | Sridhar KR Chairman & CEO, director | Sold plan | $1.8m72.9k shares |
| 2024-11-19 | ZERVIGON EDDY Director | Sold | $478.4k20.0k shares |
| 2024-11-18 | SODERBERG SHAWN MARIE Officer | Sold | $31.7k1.3k shares |
| 2024-10-16 | SODERBERG SHAWN MARIE Officer | Sold | $21.9k2.1k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.23% of their portfolio | 41.2m $914.1m | Added +792.4k |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.2m $427.2m | Added +356.3k |
| BlackRock, Inc. 0.01% of their portfolio | 15.5m $343.8m | Added +797.8k |
| MORGAN STANLEY 0.01% of their portfolio | 8.5m $189.5m | Reduced -389.9k |
| STATE STREET CORP 0.00% of their portfolio | 5.3m $117.5m | Added +92.0k |
| UBS Group AG 0.03% of their portfolio | 5.3m $116.8m | Added +4.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.5m $100.9m | Reduced -62.3k |
| NORGES BANK 0.01% of their portfolio | 4.2m $94.0m | Reduced -221.6k |
| TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio | 3.6m $79.9m | Added +1.4m |
| Clearbridge Investments, LLC 0.06% of their portfolio | 3.5m $77.5m | Reduced -166.8k |
| PUBLIC INVESTMENT FUND 0.38% of their portfolio | 3.3m $72.3m | Unchanged |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.2m $71.4m | Reduced -4.5m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.23% of their portfolio | 2.8m $62.0m | New |
| Legal & General Group Plc 0.01% of their portfolio | 2.1m $47.4m | Added +165.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $41.2m | Reduced -17.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.7m $37.7m | Reduced -904.6k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 1.7m $37.4m | Reduced -12.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.7m $36.7m | Added +10.3k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 1.6m $35.9m | Added +1.2m |
| Elemental Capital Partners LLC 31.48% of their portfolio | 1.5m $33.6m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.5m $32.4m | Added +1.4m |
| Artemis Investment Management LLP 0.46% of their portfolio | 1.4m $32.1m | Added +708.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 1.4m $32.0m | Added +1.1m |
| DigitalBridge Group, Inc. 2.28% of their portfolio | 1.4m $31.5m | Added +76.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.4m $30.7m | Added +1.0m |
| TWO SIGMA ADVISERS, LP 0.07% of their portfolio | 1.4m $30.7m | Added +685.1k |
| Trivest Advisors Ltd 1.39% of their portfolio | 1.4m $30.5m | New |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.3m $29.7m | Added +967.2k |
| Value Aligned Research Advisors, LLC 7.95% of their portfolio | 1.3m $28.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $28.3m | Reduced -3.4m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio | 1.1m $24.6m | Reduced -248.1k |
| BARCLAYS PLC 0.01% of their portfolio | 1.1m $24.0m | Reduced -191.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.0m $22.8m | Added +417.1k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 964.1k $21.4m | New |
| NOMURA HOLDINGS INC 0.11% of their portfolio | 953.1k $21.2m | Reduced -12.8k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 939.7k $20.9m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 909.7k $20.2m | Added +676.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 883.8k $19.6m | First filing |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 879.0k $19.5m | Added +288.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 869.5k $19.3m | Reduced -2.5m |
| Amundi 0.01% of their portfolio | 820.1k $20.0m | Reduced -578.3k |
| Squarepoint Ops LLC 0.05% of their portfolio | 810.8k $18.0m | Added +21.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 761.2k $16.9m | Reduced -156.3k |
| Avalon Trust Co 1.14% of their portfolio | 724.3k $16.1m | Reduced -1.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 703.4k $15.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 686.5k $15.2m | Added +434.9k |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 643.4k $14.7m | Unchanged |
| Erste Asset Management GmbH 0.18% of their portfolio | 628.9k $14.4m | Added +277.3k |
| TUDOR INVESTMENT CORP ET AL 0.15% of their portfolio | 625.2k $13.9m | Added +592.2k |
| Invesco Ltd. 0.00% of their portfolio | 622.1k $13.8m | Reduced -70.2k |
| PINNACLE ASSOCIATES LTD 0.18% of their portfolio | 600.4k $13.3m | Added +21.4k |
| Cinctive Capital Management LP 0.72% of their portfolio | 599.0k $13.3m | Added +540.1k |
| Trexquant Investment LP 0.15% of their portfolio | 585.8k $13.0m | New |
| SIR Capital Management, L.P. 1.31% of their portfolio | 572.8k $12.7m | Added +348.3k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 539.0k $12.0m | Added +97.5k |
| Man Group plc 0.04% of their portfolio | 530.3k $11.8m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 525.1k $11.7m | Reduced -6.0k |
| Verition Fund Management LLC 0.06% of their portfolio | 522.6k $11.6m | Reduced -394.7k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 511.7k $11.4m | Added +148.9k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 508.2k $11.3m | Added +125.2k |
| Vontobel Holding Ltd. 0.04% of their portfolio | 489.1k $10.9m | Reduced -38.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 473.9k $10.5m | Added +237.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 460.1k $10.3m | Reduced -493.2k |
| Handelsbanken Fonder AB 0.04% of their portfolio | 455.3k $10.1m | Reduced -591.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.30% of their portfolio | 454.4k $10.1m | Reduced -7.2k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 451.2k $10.0m | Added +21.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 406.9k $9.0m | Reduced -79.7k |
| Mirae Asset Global Investments Co., Ltd. 0.04% of their portfolio | 404.2k $9.2m | Added +262.2k |
| Swiss National Bank 0.01% of their portfolio | 403.8k $9.0m | Added +4.3k |
| Napean Trading & Investment Co (Singapore) PTE Ltd 2.21% of their portfolio | 402.7k $8.9m | Added +41.6k |
| TWINBEECH CAPITAL LP 0.15% of their portfolio | 400.5k $8.9m | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% of their portfolio | 395.4k $8.8m | Reduced -1.8k |
| EMERALD ADVISERS, LLC 0.32% of their portfolio | 368.8k $8.2m | Added +345.3k |
| Lumbard & Kellner, LLC 3.30% of their portfolio | 345.4k $7.7m | Reduced -28.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 341.3k $7.6m | Added +855 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 335.6k $7.5m | Reduced -266.3k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 319.8k $7.1m | Reduced -342.1k |
| JAT Capital Mgmt LP 1.20% of their portfolio | 308.5k $6.9m | Reduced -1.9m |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 297.7k $6.6m | Reduced -168.0k |
| Roubaix Capital, LLC 3.16% of their portfolio | 296.4k $6.6m | New |
| Jump Financial, LLC 0.14% of their portfolio | 294.0k $6.5m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 290.1k $6.4m | Added +2.1k |
| JOHN G ULLMAN & ASSOCIATES INC 0.94% of their portfolio | 287.2k $6.4m | Added +19.2k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 286.2k $6.4m | New |
| Select Equity Group, L.P. 0.03% of their portfolio | 278.5k $6.2m | Added +155.0k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio | 277.7k $6.2m | Added +5.8k |
| Temasek Holdings (Private) Ltd 0.02% of their portfolio | 276.7k $6.1m | Reduced -31.0k |
| MIZUHO MARKETS AMERICAS LLC 0.12% of their portfolio | 272.6k $6.1m | Reduced -138.0k |
| Flight Deck Capital, LP 6.47% of their portfolio | 261.9k $5.8m | New |
| Alpha Wave Global, LP 2.47% of their portfolio | 240.5k $5.3m | Unchanged |
| Korea Investment CORP 0.01% of their portfolio | 236.8k $5.3m | Unchanged |
| SIMPLEX TRADING, LLC 0.14% of their portfolio | 225.9k $5.0m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 218.4k $4.9m | Reduced -190.9k |
| KBC Group NV 0.01% of their portfolio | 216.4k $4.8m | Reduced -205.8k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.29% of their portfolio | 214.6k $4.8m | Added +207.6k |
| Hel Ved Capital Management Ltd 1.45% of their portfolio | 212.9k $4.7m | Reduced -211.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 200.0k $4.4m | Reduced -1.3m |
| SPX Gestao de Recursos Ltda 0.67% of their portfolio | 200.0k $4.4m | New |
| CITIGROUP INC 0.00% of their portfolio | 196.3k $4.4m | Added +25.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 191.7k $4.3m | Reduced -1.2k |