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 ($5.6m this quarter). Holder counts are more reliable. Shares outstanding: 232.2m as of 2025-04-25, 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 ≈ $19.73. Options: 29 managers hold calls ($288.3m notional), 29 hold puts ($228.0m).
Trends to Q1 2025
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 |
| Q1 2025 | 370 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 198 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $110.6m | $87.6m | 0.79 |
| Q3 2024 | $127.6m | $92.4m | 0.72 |
| Q4 2024 | $432.8m | $286.9m | 0.66 |
| Q1 2025 | $288.3m | $228.0m | 0.79 |
Biggest buyers
| Whale Rock Capital Management LLC | New | +4.0m |
| TWO SIGMA ADVISERS, LP | Added | +2.7m |
| D. E. Shaw & Co., Inc. | Added | +2.6m |
| NORGES BANK | Added | +2.3m |
| CITADEL ADVISORS LLC | Added | +1.9m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.2m |
| Tree Line Advisors (Hong Kong) Ltd. | New | +1.1m |
| MORGAN STANLEY | Added | +1.1m |
| Driehaus Capital Management LLC | New | +1.1m |
| MARSHALL WACE, LLP | Added | +932.4k |
Biggest sellers
| Point72 Asset Management, L.P. | Sold out | -939.7k |
| Balyasny Asset Management L.P. | Reduced | -932.0k |
| Trivest Advisors Ltd | Reduced | -740.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -665.7k |
| Cinctive Capital Management LP | Sold out | -599.0k |
| JPMORGAN CHASE & CO | Reduced | -593.4k |
| DigitalBridge Group, Inc. | Reduced | -582.6k |
| SIR Capital Management, L.P. | Sold out | -572.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -467.5k |
| Squarepoint Ops LLC | Reduced | -400.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $45.2m2.3m shares |
| GROUP ONE TRADING LLC | Reduced | $36.2m1.8m shares |
| JANE STREET GROUP, LLC | Reduced | $34.3m1.7m shares |
| Walleye Trading LLC | Added | $31.4m1.6m shares |
| CITADEL ADVISORS LLC | Added | $29.1m1.5m shares |
| Caption Management, LLC | Added | $15.6m794.8k shares |
| IMC-Chicago, LLC | Reduced | $14.5m736.7k shares |
| D. E. Shaw & Co., Inc. | Added | $11.4m580.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.1m564.9k shares |
| PEAK6 LLC | Reduced | $10.7m545.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $36.2m1.8m shares |
| CITADEL ADVISORS LLC | Added | $27.2m1.4m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $21.7m1.1m shares |
| Walleye Trading LLC | Added | $20.8m1.1m shares |
| GROUP ONE TRADING LLC | Added | $19.3m983.4k shares |
| Sculptor Capital LP | Added | $18.5m940.0k shares |
| JANE STREET GROUP, LLC | Added | $14.4m734.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.5m637.2k shares |
| IMC-Chicago, LLC | Reduced | $8.6m439.6k shares |
| Crawford Fund Management, LLC | Reduced | $7.4m377.5k 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2025 | 0 | — | 3 | $1.0m | $427.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-17 | Chitoori Satish Chief Operations Officer | Sold | $25.6k1.0k shares |
| 2025-02-18 | SODERBERG SHAWN MARIE Officer | Sold plan | $162.5k6.3k shares |
| 2025-02-14 | Joshi Aman Chief Commercial Officer | Sold | $353.5k14.0k shares |
| 2025-02-14 | SODERBERG SHAWN MARIE Officer | Sold plan | $265.4k10.5k shares |
| 2025-02-14 | Chitoori Satish Chief Operations Officer | Sold | $200.0k7.9k shares |
| 2025-01-16 | SODERBERG SHAWN MARIE Officer | Sold | $38.4k1.6k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.22% of their portfolio | 41.5m $816.7m | Added +376.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.2m $377.0m | Reduced -57.9k |
| BlackRock, Inc. 0.01% of their portfolio | 16.2m $318.3m | Added +709.3k |
| MORGAN STANLEY 0.01% of their portfolio | 9.7m $189.9m | Added +1.1m |
| NORGES BANK 0.02% of their portfolio | 6.5m $128.4m | Added +2.3m |
| STATE STREET CORP 0.00% of their portfolio | 5.1m $100.9m | Reduced -156.0k |
| UBS Group AG 0.02% of their portfolio | 4.9m $96.2m | Reduced -366.7k |
| TWO SIGMA INVESTMENTS, LP 0.21% of their portfolio | 4.8m $95.0m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.7m $91.6m | Added +120.4k |
| TWO SIGMA ADVISERS, LP 0.18% of their portfolio | 4.0m $79.4m | Added +2.7m |
| Whale Rock Capital Management LLC 1.35% of their portfolio | 4.0m $77.7m | New |
| PUBLIC INVESTMENT FUND 0.38% of their portfolio | 3.8m $74.8m | Added +546.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.28% of their portfolio | 3.6m $71.0m | Added +821.8k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 3.6m $70.8m | Added +2.6m |
| Clearbridge Investments, LLC 0.06% of their portfolio | 3.3m $64.6m | Reduced -200.7k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 3.3m $64.3m | Added +1.9m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.6m $51.5m | Reduced -593.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.5m $49.1m | Added +802.2k |
| Legal & General Group Plc 0.01% of their portfolio | 2.2m $43.9m | Added +99.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.9m $38.1m | Added +663.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $37.7m | Added +60.1k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 1.6m $32.4m | Reduced -54.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.6m $31.9m | Reduced -32.8k |
| Value Aligned Research Advisors, LLC 2.57% of their portfolio | 1.6m $31.6m | Added +328.3k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 1.4m $28.3m | Added +932.4k |
| TUDOR INVESTMENT CORP ET AL 0.25% of their portfolio | 1.4m $27.9m | Added +793.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 1.3m $26.1m | Reduced -111.0k |
| Artemis Investment Management LLP 0.39% of their portfolio | 1.3m $25.3m | Reduced -161.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.2m $24.1m | First filing |
| Tree Line Advisors (Hong Kong) Ltd. 5.64% of their portfolio | 1.1m $22.6m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.1m $22.2m | Added +103.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 1.1m $21.6m | Added +922.8k |
| Driehaus Capital Management LLC 0.20% of their portfolio | 1.1m $21.1m | New |
| BARCLAYS PLC 0.01% of their portfolio | 1.1m $20.7m | Reduced -26.4k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 990.2k $19.5m | Reduced -467.5k |
| Trexquant Investment LP 0.22% of their portfolio | 978.5k $19.2m | Added +392.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 947.5k $18.6m | Added +63.7k |
| Invesco Ltd. 0.00% of their portfolio | 886.6k $17.4m | Added +264.6k |
| Man Group plc 0.05% of their portfolio | 862.7k $17.0m | Added +332.4k |
| NOMURA HOLDINGS INC 0.09% of their portfolio | 847.2k $16.7m | Reduced -105.8k |
| DigitalBridge Group, Inc. 1.33% of their portfolio | 835.6k $16.4m | Reduced -582.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 831.3k $16.3m | Reduced -38.2k |
| Amundi 0.01% of their portfolio | 826.1k $16.0m | Added +6.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 811.9k $16.0m | Reduced -67.1k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 811.6k $16.0m | Added +50.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 792.2k $15.6m | Reduced -117.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 752.3k $14.8m | Reduced -353.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 718.2k $14.1m | Reduced -665.7k |
| Avalon Trust Co 1.12% of their portfolio | 713.3k $14.0m | Reduced -11.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 706.1k $13.9m | Added +2.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 702.7k $13.8m | Added +16.2k |
| Nuveen, LLC 0.01% of their portfolio | 685.4k $26.1m | First filing |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 682.3k $13.4m | Reduced -932.0k |
| Erste Asset Management GmbH 0.17% of their portfolio | 640.2k $13.0m | Added +11.3k |
| Trivest Advisors Ltd 1.06% of their portfolio | 634.4k $12.5m | Reduced -740.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 598.3k $11.8m | Added +516.8k |
| PINNACLE ASSOCIATES LTD 0.17% of their portfolio | 573.6k $11.3m | Reduced -26.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 569.8k $11.2m | Added +162.9k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 534.8k $10.5m | Reduced -4.2k |
| TWINBEECH CAPITAL LP 0.19% of their portfolio | 533.4k $10.5m | Added +133.0k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 504.6k $9.9m | Reduced -138.8k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 476.3k $9.3m | Reduced -35.4k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 435.9k $8.6m | Reduced -15.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 429.8k $8.4m | Reduced -30.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 419.7k $8.3m | Added +270.2k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 416.8k $8.2m | Added +339.4k |
| Squarepoint Ops LLC 0.02% of their portfolio | 410.8k $8.1m | Reduced -400.0k |
| Swiss National Bank 0.01% of their portfolio | 398.6k $7.8m | Reduced -5.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 393.6k $7.7m | Added +279.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 363.6k $7.1m | Added +28.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% of their portfolio | 362.1k $7.1m | Reduced -33.4k |
| EMERALD ADVISERS, LLC 0.32% of their portfolio | 360.4k $7.1m | Reduced -8.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 351.6k $6.9m | Added +10.3k |
| Lumbard & Kellner, LLC 3.02% of their portfolio | 348.8k $6.9m | Added +3.4k |
| Pier Capital, LLC 1.10% of their portfolio | 332.7k $6.5m | New |
| Candriam S.C.A. 0.04% of their portfolio | 329.4k $6.5m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 319.7k $6.3m | Added +22.0k |
| MIZUHO MARKETS AMERICAS LLC 0.13% of their portfolio | 304.5k $6.0m | Added +31.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 298.3k $5.9m | Added +8.2k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 297.5k $5.8m | New |
| JOHN G ULLMAN & ASSOCIATES INC 0.86% of their portfolio | 284.5k $5.6m | Reduced -2.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.19% of their portfolio | 279.2k $5.5m | Reduced -175.3k |
| Flight Deck Capital, LP 5.66% of their portfolio | 279.0k $5.5m | Added +17.1k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 275.0k $5.4m | Reduced -44.7k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 263.8k $5.4m | Reduced -140.4k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.08% of their portfolio | 262.6k $5.2m | Reduced -15.1k |
| Korea Investment CORP 0.01% of their portfolio | 236.8k $4.7m | Unchanged |
| Napean Trading & Investment Co (Singapore) PTE Ltd 1.25% of their portfolio | 217.9k $4.3m | Reduced -184.8k |
| Vontobel Holding Ltd. 0.02% of their portfolio | 214.6k $4.2m | Reduced -274.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 213.8k $4.2m | Reduced -4.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.30% of their portfolio | 212.2k $4.2m | Reduced -2.5k |
| CITIGROUP INC 0.00% of their portfolio | 203.9k $4.0m | Added +7.6k |
| Verition Fund Management LLC 0.02% of their portfolio | 198.3k $3.9m | Reduced -324.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 189.6k $3.7m | Reduced -2.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 181.2k $3.6m | Added +1.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 173.8k $3.4m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 173.3k $3.4m | Added +12.4k |
| Engineers Gate Manager LP 0.06% of their portfolio | 166.0k $3.3m | Added +76.8k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 163.8k $3.2m | Reduced -36.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 155.6k $3.1m | Added +10.7k |