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 ($44.9m this quarter). Holder counts are more reliable. Shares outstanding: 236.5m as of 2025-10-22, 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 ≈ $84.47. Options: 44 managers hold calls ($2.3bn notional), 42 hold puts ($2.6bn).
Trends to Q3 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 |
| Q3 2025 | 602 |
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 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 |
| Q3 2025 | 399 | 189 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $432.8m | $286.9m | 0.66 |
| Q1 2025 | $288.3m | $228.0m | 0.79 |
| Q2 2025 | $389.0m | $274.0m | 0.70 |
| Q3 2025 | $2.3bn | $2.6bn | 1.15 |
Biggest buyers
| D. E. Shaw & Co., Inc. | Added | +5.8m |
| UBS Group AG | Added | +4.3m |
| JPMORGAN CHASE & CO | Added | +3.6m |
| Trivest Advisors Ltd | Added | +3.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.2m |
| Whale Rock Capital Management LLC | Added | +2.7m |
| JANE STREET GROUP, LLC | Added | +2.6m |
| FMR LLC | Added | +1.8m |
| Fullerton Fund Management Co Ltd. | New | +1.8m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +1.7m |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -15.7m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -2.8m |
| MORGAN STANLEY | Reduced | -2.5m |
| Squarepoint Ops LLC | Reduced | -2.3m |
| Man Group plc | Reduced | -1.8m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.7m |
| PUBLIC INVESTMENT FUND | Sold out | -1.5m |
| Artemis Investment Management LLP | Reduced | -1.3m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -1.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $593.5m7.0m shares |
| JANE STREET GROUP, LLC | Added | $358.0m4.2m shares |
| CITADEL ADVISORS LLC | Added | $257.0m3.0m shares |
| Walleye Trading LLC | Reduced | $134.8m1.6m shares |
| IMC-Chicago, LLC | Added | $133.8m1.6m shares |
| PEAK6 LLC | Added | $131.7m1.6m shares |
| GROUP ONE TRADING LLC | Reduced | $129.6m1.5m shares |
| SIMPLEX TRADING, LLC | Added | $98.2m1.4m shares |
| WOLVERINE TRADING, LLC | New | $91.4m1.2m shares |
| D. E. Shaw & Co., Inc. | Added | $53.4m631.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $526.6m6.2m shares |
| CITADEL ADVISORS LLC | Added | $326.3m3.9m shares |
| JANE STREET GROUP, LLC | Added | $259.7m3.1m shares |
| IMC-Chicago, LLC | Added | $214.5m2.5m shares |
| SIMPLEX TRADING, LLC | Added | $168.5m2.0m shares |
| PEAK6 LLC | Added | $119.0m1.4m shares |
| D. E. Shaw & Co., Inc. | Added | $117.1m1.4m shares |
| Walleye Trading LLC | Added | $113.1m1.3m shares |
| GROUP ONE TRADING LLC | Added | $112.2m1.3m shares |
| WELLS FARGO & COMPANY/MN | New | $96.7m1.1m 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 6 | $18.4m | $992.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-16 | Kurzymski Maciej Officer | Sold | $174.3k2.5k shares |
| 2025-09-16 | Chitoori Satish Chief Operations Officer | Sold | $28.5k400 shares |
| 2025-08-29 | Sridhar KR Chairman & CEO, director | Sold | $2.0m38.0k shares |
| 2025-08-28 | Sridhar KR Chairman & CEO, director | Sold | $2.1m39.0k shares |
| 2025-08-28 | SODERBERG SHAWN MARIE Officer | Sold | $1.3m25.0k shares |
| 2025-08-27 | Sridhar KR Chairman & CEO, director | Sold | $3.0m60.0k shares |
| 2025-08-26 | Sridhar KR Chairman & CEO, director | Sold | $3.0m60.0k shares |
| 2025-08-25 | Sridhar KR Chairman & CEO, director | Sold | $2.9m60.0k shares |
| 2025-08-22 | ZERVIGON EDDY Director | Sold | $486.2k10.0k shares |
| 2025-08-18 | SODERBERG SHAWN MARIE Officer | Sold | $67.9k1.5k shares |
| 2025-08-14 | Joshi Aman Chief Commercial Officer | Sold | $211.2k4.9k shares |
| 2025-08-14 | SODERBERG SHAWN MARIE Officer | Sold | $126.0k2.9k shares |
| 2025-08-14 | Chitoori Satish Chief Operations Officer | Sold plan | $92.4k2.1k shares |
| 2025-08-13 | SODERBERG SHAWN MARIE Officer | Sold | $1.9m45.0k shares |
| 2025-08-13 | Chitoori Satish Chief Operations Officer | Sold plan | $900.0k20.0k shares |
| 2025-07-16 | Kurzymski Maciej Officer | Sold | $25.6k1.0k shares |
| 2025-07-10 | SK ecoplant Co., Ltd. 10% owner | Sold | $276.0m10.0m 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 2025
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.58% of their portfolio | 29.6m $2.5bn | Reduced -15.7m |
| VANGUARD GROUP INC 0.03% of their portfolio | 20.8m $1.8bn | Added +1.2m |
| BlackRock, Inc. 0.03% of their portfolio | 20.7m $1.7bn | Added +70.8k |
| D. E. Shaw & Co., Inc. 0.81% of their portfolio | 11.8m $999.4m | Added +5.8m |
| MORGAN STANLEY 0.05% of their portfolio | 8.8m $744.0m | Reduced -2.5m |
| UBS Group AG 0.13% of their portfolio | 8.0m $679.8m | Added +4.3m |
| STATE STREET CORP 0.02% of their portfolio | 5.3m $450.0m | Added +240.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 5.0m $423.6m | Added +251.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.8m $406.8m | Added +3.6m |
| Graticule Asia Macro Advisors LLC 91.91% of their portfolio | 4.8m $402.5m | First filing |
| Whale Rock Capital Management LLC 4.66% of their portfolio | 4.7m $395.9m | Added +2.7m |
| Trivest Advisors Ltd 9.23% of their portfolio | 3.4m $289.2m | Added +3.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 3.4m $285.2m | Added +3.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.96% of their portfolio | 3.3m $283.1m | Reduced -589.0k |
| Value Aligned Research Advisors, LLC 6.29% of their portfolio | 3.2m $272.7m | Added +1.2m |
| JANE STREET GROUP, LLC 0.28% of their portfolio | 2.8m $237.5m | Added +2.6m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.7m $224.7m | Added +227.1k |
| TWO SIGMA ADVISERS, LP 0.45% of their portfolio | 2.6m $223.4m | Reduced -1.7m |
| Clearbridge Investments, LLC 0.16% of their portfolio | 2.5m $208.8m | Reduced -482.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.15% of their portfolio | 2.3m $193.7m | Added +252.8k |
| FMR LLC 0.01% of their portfolio | 2.1m $176.3m | Added +1.8m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.9m $163.0m | Added +69.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.8m $151.7m | Added +46.5k |
| Fullerton Fund Management Co Ltd. 5.73% of their portfolio | 1.8m $148.3m | New |
| TWO SIGMA INVESTMENTS, LP 0.22% of their portfolio | 1.7m $144.9m | Reduced -2.8m |
| Capital World Investors 0.02% of their portfolio | 1.7m $144.5m | Added +77.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.59% of their portfolio | 1.7m $141.7m | New |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 1.6m $139.0m | Added +732.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.6m $132.8m | Reduced -20.3k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.6m $132.3m | Added +1.2m |
| Invesco Ltd. 0.02% of their portfolio | 1.5m $124.7m | Added +1.0m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.4m $120.0m | Reduced -680.0k |
| Nuveen, LLC 0.03% of their portfolio | 1.4m $119.6m | Added +362.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.4m $117.9m | Added +254.0k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.3m $111.7m | Added +1.2m |
| Handelsbanken Fonder AB 0.34% of their portfolio | 1.3m $107.0m | Added +1.2m |
| Artemis Investment Management LLP 1.28% of their portfolio | 1.2m $103.0m | Reduced -1.3m |
| Elemental Capital Partners LLC 57.50% of their portfolio | 1.2m $101.7m | First filing |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 1.2m $101.7m | Added +48.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.2m $98.4m | New |
| Legal & General Group Plc 0.02% of their portfolio | 1.1m $95.2m | Added +33.2k |
| Driehaus Capital Management LLC 0.66% of their portfolio | 1.1m $92.0m | New |
| Nishkama Capital, LLC 7.34% of their portfolio | 968.0k $81.9m | Added +768.0k |
| CITIGROUP INC 0.05% of their portfolio | 856.8k $72.5m | Added +457.6k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 778.6k $65.5m | Reduced -841.2k |
| Qube Research & Technologies Ltd 0.09% of their portfolio | 735.1k $62.2m | Reduced -51.2k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 716.9k $60.6m | Reduced -74.7k |
| Schonfeld Strategic Advisors LLC 0.42% of their portfolio | 710.1k $60.1m | Added +685.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 697.0k $58.9m | Reduced -786.5k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 686.5k $58.1m | Reduced -213.4k |
| EMERALD ADVISERS, LLC 1.86% of their portfolio | 684.9k $57.9m | Added +309.1k |
| GF FUND MANAGEMENT CO. LTD. 1.00% of their portfolio | 648.9k $54.9m | New |
| DekaBank Deutsche Girozentrale 0.08% of their portfolio | 643.4k $46.0m | Unchanged |
| IMC-Chicago, LLC 0.96% of their portfolio | 640.9k $54.2m | Added +582.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% of their portfolio | 583.5k $48.6m | Reduced -12.4k |
| Amundi 0.02% of their portfolio | 582.8k $50.7m | Reduced -32.1k |
| SG Americas Securities, LLC 0.18% of their portfolio | 575.3k $48.7m | Added +511.9k |
| Cubist Systematic Strategies, LLC 0.67% of their portfolio | 559.4k $47.3m | Added +179.9k |
| Man Group plc 0.09% of their portfolio | 549.1k $46.4m | Reduced -1.8m |
| Freestone Grove Partners LP 0.32% of their portfolio | 511.6k $43.3m | Added +310.0k |
| Stephens Investment Management Group LLC 0.54% of their portfolio | 494.4k $41.8m | New |
| BARCLAYS PLC 0.01% of their portfolio | 452.3k $38.2m | Reduced -711.6k |
| DigitalBridge Group, Inc. 3.03% of their portfolio | 440.2k $37.2m | Reduced -469.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 433.9k $36.7m | Added +202.2k |
| Swiss National Bank 0.02% of their portfolio | 427.8k $36.2m | Added +31.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 416.1k $35.2m | Added +233.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.79% of their portfolio | 409.4k $34.6m | Added +197.4k |
| Baird Financial Group, Inc. 0.05% of their portfolio | 398.3k $33.7m | Added +6.9k |
| TUDOR INVESTMENT CORP ET AL 0.22% of their portfolio | 396.3k $33.5m | Added +383.8k |
| California Public Employees Retirement System 0.02% of their portfolio | 361.9k $30.6m | New |
| Avalon Trust Co 1.97% of their portfolio | 358.8k $30.3m | Reduced -326.0k |
| Erste Asset Management GmbH 0.25% of their portfolio | 353.2k $26.0m | Reduced -372.2k |
| Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio | 341.7k $28.9m | Added +137.9k |
| Jefferies Financial Group Inc. 0.26% of their portfolio | 338.8k $28.6m | Added +335.8k |
| PINNACLE ASSOCIATES LTD 0.37% of their portfolio | 332.3k $28.1m | Reduced -102.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 329.2k $27.8m | Added +9.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 303.9k $25.7m | Added +65.1k |
| WT Asset Management Ltd 1.18% of their portfolio | 301.5k $25.5m | New |
| Allianz Asset Management GmbH 0.03% of their portfolio | 298.4k $25.2m | Added +15.9k |
| CI INVESTMENTS INC. 0.09% of their portfolio | 294.6k $24.9m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 293.7k $24.8m | Reduced -196.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 280.3k $23.7m | Reduced -1.3m |
| MARSHALL WACE, LLP 0.03% of their portfolio | 275.7k $23.3m | Added +246.9k |
| Flight Deck Capital, LP 17.33% of their portfolio | 270.7k $22.9m | New |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 264.1k $19.5m | Added +3.9k |
| COMERICA BANK 0.08% of their portfolio | 262.5k $22.2m | Added +175.4k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 260.1k $19.2m | Added +99.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 254.9k $21.6m | Reduced -548.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 251.1k $21.2m | Reduced -1.3m |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 236.7k $20.0m | Reduced -150.8k |
| Champlain Investment Partners, LLC 0.15% of their portfolio | 234.7k $19.9m | New |
| Verition Fund Management LLC 0.11% of their portfolio | 228.0k $19.3m | Reduced -121.2k |
| JOHN G ULLMAN & ASSOCIATES INC 2.56% of their portfolio | 225.2k $19.0m | Reduced -57.5k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.24% of their portfolio | 221.6k $18.7m | Reduced -44.5k |
| LPL Financial LLC 0.01% of their portfolio | 216.9k $18.3m | Added +49.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% of their portfolio | 215.9k $18.3m | Reduced -31.8k |
| THAMES CAPITAL MANAGEMENT LLC 2.61% of their portfolio | 213.9k $18.1m | New |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 213.8k $18.1m | Reduced -928.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 207.8k $17.6m | Added +18.1k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 197.9k $16.7m | Added +162.5k |