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 ($7.6m this quarter). Holder counts are more reliable. Shares outstanding: 234.0m as of 2025-07-28, 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 ≈ $23.91. Options: 33 managers hold calls ($389.0m notional), 28 hold puts ($274.0m).
Trends to Q2 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 |
| Q2 2025 | 387 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 208 | 184 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $127.6m | $92.4m | 0.72 |
| Q4 2024 | $432.8m | $286.9m | 0.66 |
| Q1 2025 | $288.3m | $228.0m | 0.79 |
| Q2 2025 | $389.0m | $274.0m | 0.70 |
Biggest buyers
| BlackRock, Inc. | Added | +4.4m |
| AMERIPRISE FINANCIAL INC | Added | +3.8m |
| D. E. Shaw & Co., Inc. | Added | +2.4m |
| Squarepoint Ops LLC | Added | +1.8m |
| Capital World Investors | New | +1.6m |
| MORGAN STANLEY | Added | +1.6m |
| Man Group plc | Added | +1.5m |
| Artemis Investment Management LLP | Added | +1.3m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.2m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.2m |
Biggest sellers
| NORGES BANK | Reduced | -4.1m |
| PUBLIC INVESTMENT FUND | Reduced | -2.3m |
| CITADEL ADVISORS LLC | Reduced | -2.1m |
| Whale Rock Capital Management LLC | Reduced | -1.9m |
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| MARSHALL WACE, LLP | Reduced | -1.4m |
| TUDOR INVESTMENT CORP ET AL | Reduced | -1.4m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.3m |
| UBS Group AG | Reduced | -1.2m |
| Tree Line Advisors (Hong Kong) Ltd. | Sold out | -1.1m |
Biggest calls
| GROUP ONE TRADING LLC | Added | $50.7m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $50.6m2.1m shares |
| Walleye Trading LLC | Added | $46.7m2.0m shares |
| JANE STREET GROUP, LLC | Reduced | $39.9m1.7m shares |
| AMERIPRISE FINANCIAL INC | New | $36.5m1.5m shares |
| CITADEL ADVISORS LLC | Added | $35.6m1.5m shares |
| PEAK6 LLC | Added | $25.5m1.1m shares |
| Caption Management, LLC | Reduced | $19.0m794.7k shares |
| IMC-Chicago, LLC | Reduced | $15.5m648.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $13.5m565.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $47.9m2.0m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $33.3m1.4m shares |
| Walleye Trading LLC | Added | $29.8m1.2m shares |
| Sculptor Capital LP | Added | $25.8m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $24.0m1.0m shares |
| GROUP ONE TRADING LLC | Reduced | $20.8m870.4k shares |
| SIMPLEX TRADING, LLC | Added | $16.1m671.2k shares |
| JANE STREET GROUP, LLC | Reduced | $13.0m544.4k shares |
| IMC-Chicago, LLC | Added | $10.6m442.4k shares |
| Balyasny Asset Management L.P. | Added | $9.9m411.8k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 5 | $1.2m | $850.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-16 | Kurzymski Maciej Officer | Sold | $199.0k8.7k shares |
| 2025-06-16 | Chitoori Satish Chief Operations Officer | Sold plan | $9.3k413 shares |
| 2025-05-16 | SODERBERG SHAWN MARIE Officer | Sold plan | $29.8k1.5k shares |
| 2025-05-14 | Joshi Aman Chief Commercial Officer | Sold | $91.9k4.7k shares |
| 2025-05-14 | SODERBERG SHAWN MARIE Officer | Sold | $54.8k2.8k shares |
| 2025-05-14 | Chitoori Satish Chief Operations Officer | Sold | $40.2k2.0k shares |
| 2025-05-13 | Sridhar KR Chairman & CEO, director | Sold plan | $811.2k42.4k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.27% of their portfolio | 45.3m $1.1bn | Added +3.8m |
| BlackRock, Inc. 0.01% of their portfolio | 20.6m $492.8m | Added +4.4m |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.6m $468.0m | Added +390.7k |
| MORGAN STANLEY 0.02% of their portfolio | 11.3m $269.6m | Added +1.6m |
| D. E. Shaw & Co., Inc. 0.14% of their portfolio | 6.0m $143.0m | Added +2.4m |
| STATE STREET CORP 0.00% of their portfolio | 5.1m $121.5m | Reduced -52.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.8m $113.8m | Added +96.0k |
| TWO SIGMA INVESTMENTS, LP 0.20% of their portfolio | 4.5m $108.5m | Reduced -294.8k |
| TWO SIGMA ADVISERS, LP 0.21% of their portfolio | 4.4m $104.5m | Added +328.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.34% of their portfolio | 3.9m $94.2m | Added +324.8k |
| UBS Group AG 0.02% of their portfolio | 3.7m $89.1m | Reduced -1.2m |
| Clearbridge Investments, LLC 0.06% of their portfolio | 3.0m $70.6m | Reduced -337.3k |
| Artemis Investment Management LLP 0.78% of their portfolio | 2.5m $60.8m | Added +1.3m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.4m $58.1m | Added +492.5k |
| NORGES BANK 0.01% of their portfolio | 2.4m $57.8m | Reduced -4.1m |
| Man Group plc 0.12% of their portfolio | 2.4m $57.2m | Added +1.5m |
| Squarepoint Ops LLC 0.12% of their portfolio | 2.3m $53.9m | Added +1.8m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.1m $50.2m | Reduced -400.1k |
| Value Aligned Research Advisors, LLC 2.18% of their portfolio | 2.0m $48.9m | Added +435.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 2.0m $48.7m | Added +814.5k |
| Whale Rock Capital Management LLC 0.67% of their portfolio | 2.0m $48.6m | Reduced -1.9m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $44.4m | Reduced -58.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.7m $41.8m | Added +126.5k |
| Capital World Investors 0.01% of their portfolio | 1.6m $39.0m | New |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 1.6m $38.6m | Reduced -7.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.6m $38.1m | Added +1.2m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% of their portfolio | 1.6m $38.0m | Added +490.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 1.5m $36.7m | Added +1.2m |
| PUBLIC INVESTMENT FUND 0.20% of their portfolio | 1.5m $36.1m | Reduced -2.3m |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.5m $35.5m | Added +691.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $28.7m | Reduced -1.4m |
| BARCLAYS PLC 0.01% of their portfolio | 1.2m $27.8m | Added +109.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.2m $27.6m | Reduced -2.1m |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 1.1m $27.3m | Added +607.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $27.3m | Added +10.7k |
| Legal & General Group Plc 0.01% of their portfolio | 1.1m $26.2m | Reduced -1.1m |
| Nuveen, LLC 0.01% of their portfolio | 1.1m $25.2m | Added +366.4k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 1.0m $24.5m | Added +340.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 911.3k $21.8m | Reduced -36.2k |
| DigitalBridge Group, Inc. 2.18% of their portfolio | 909.8k $21.8m | Added +74.1k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 899.9k $21.5m | Added +88.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 803.8k $19.2m | Added +97.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 791.6k $18.9m | Reduced -20.3k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 786.3k $18.8m | New |
| Erste Asset Management GmbH 0.14% of their portfolio | 725.3k $16.1m | Added +85.2k |
| Cinctive Capital Management LP 0.96% of their portfolio | 716.6k $17.1m | New |
| Avalon Trust Co 1.20% of their portfolio | 684.8k $16.4m | Reduced -28.5k |
| Eschler Asset Management LLP 11.87% of their portfolio | 655.0k $15.7m | New |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 643.4k $14.7m | Added +138.8k |
| Amundi 0.00% of their portfolio | 614.9k $13.9m | Reduced -211.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 596.0k $14.1m | Reduced -156.4k |
| Candriam S.C.A. 0.07% of their portfolio | 525.8k $12.6m | Added +196.4k |
| Goodlander Investment Management, LLC 4.91% of their portfolio | 500.0k $12.0m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 489.8k $11.7m | Added +170.1k |
| Invesco Ltd. 0.00% of their portfolio | 449.2k $10.7m | Reduced -437.4k |
| PINNACLE ASSOCIATES LTD 0.15% of their portfolio | 434.7k $10.4m | Reduced -138.9k |
| Halter Ferguson Financial Inc. 3.64% of their portfolio | 412.6k $9.9m | New |
| Y-Intercept (Hong Kong) Ltd 0.24% of their portfolio | 411.2k $9.8m | New |
| Aquatic Capital Management LLC 0.19% of their portfolio | 400.6k $9.6m | Added +257.1k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.58% of their portfolio | 400.0k $9.6m | New |
| CITIGROUP INC 0.01% of their portfolio | 399.3k $9.6m | Added +195.4k |
| Swiss National Bank 0.01% of their portfolio | 396.4k $9.5m | Reduced -2.2k |
| MIZUHO MARKETS AMERICAS LLC 0.31% of their portfolio | 395.5k $9.5m | Added +91.0k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 391.5k $9.4m | Reduced -44.5k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 387.5k $9.3m | Added +112.5k |
| Cubist Systematic Strategies, LLC 0.10% of their portfolio | 379.5k $9.1m | Added +224.9k |
| EMERALD ADVISERS, LLC 0.33% of their portfolio | 375.8k $9.0m | Added +15.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 375.1k $9.0m | Added +23.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.09% of their portfolio | 352.7k $8.4m | New |
| Bornite Capital Management LP 0.84% of their portfolio | 350.0k $8.4m | New |
| Verition Fund Management LLC 0.05% of their portfolio | 349.2k $8.4m | Added +150.9k |
| Jump Financial, LLC 0.10% of their portfolio | 332.7k $8.0m | Added +192.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 319.5k $7.6m | Added +21.2k |
| Covalis Capital LLP 0.94% of their portfolio | 310.0k $7.4m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.21% of their portfolio | 288.6k $6.9m | Added +9.4k |
| JOHN G ULLMAN & ASSOCIATES INC 1.00% of their portfolio | 282.7k $6.8m | Reduced -1.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 282.5k $6.8m | Added +118.7k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio | 266.0k $6.4m | Added +3.5k |
| FMR LLC 0.00% of their portfolio | 264.0k $6.3m | Added +239.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 260.3k $6.2m | Reduced -216.0k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 248.7k $5.9m | Reduced -48.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 247.7k $5.9m | Reduced -114.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 244.0k $5.8m | Reduced -746.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 238.7k $5.7m | Reduced -464.0k |
| Korea Investment CORP 0.01% of their portfolio | 236.8k $5.7m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 234.3k $5.6m | Reduced -185.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 231.7k $5.5m | Reduced -338.0k |
| Lisanti Capital Growth, LLC 1.53% of their portfolio | 230.1k $5.5m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 228.9k $5.5m | Added +159.0k |
| Trivest Advisors Ltd 0.20% of their portfolio | 219.0k $5.2m | Reduced -415.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 218.4k $5.2m | Added +4.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.31% of their portfolio | 212.0k $5.1m | Reduced -172 |
| Lumbard & Kellner, LLC 2.20% of their portfolio | 210.8k $5.0m | Reduced -138.1k |
| Pier Capital, LLC 0.77% of their portfolio | 209.9k $5.0m | Reduced -122.8k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 203.8k $4.9m | Reduced -60.0k |
| Freestone Grove Partners LP 0.04% of their portfolio | 201.6k $4.8m | New |
| Nishkama Capital, LLC 0.78% of their portfolio | 200.0k $4.8m | New |
| Vontobel Holding Ltd. 0.02% of their portfolio | 195.3k $4.7m | Reduced -19.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 194.2k $4.6m | Reduced -404.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 193.2k $4.6m | Added +100.6k |