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 ($48.9m this quarter). Holder counts are more reliable. Shares outstanding: 280.5m as of 2026-02-02, 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 ≈ $85.01. Options: 47 managers hold calls ($2.5bn notional), 48 hold puts ($2.7bn).
Trends to Q4 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 |
| Q4 2025 | 799 |
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 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 |
| Q4 2025 | 483 | 291 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $288.3m | $228.0m | 0.79 |
| Q2 2025 | $389.0m | $274.0m | 0.70 |
| Q3 2025 | $2.3bn | $2.6bn | 1.15 |
| Q4 2025 | $2.5bn | $2.7bn | 1.07 |
Biggest buyers
| Situational Awareness LP | New | +10.1m |
| Brooklands Fund Management Ltd | New | +4.0m |
| BlackRock, Inc. | Added | +3.5m |
| Amundi | Added | +2.6m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +2.1m |
| JANE STREET GROUP, LLC | Added | +2.0m |
| ALLIANCEBERNSTEIN L.P. | Added | +1.8m |
| Hood River Capital Management LLC | New | +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.2m |
| Corient Private Wealth LP | Added | +907.9k |
Biggest sellers
| UBS Group AG | Reduced | -5.4m |
| JPMORGAN CHASE & CO | Reduced | -3.9m |
| Whale Rock Capital Management LLC | Reduced | -3.3m |
| D. E. Shaw & Co., Inc. | Reduced | -3.0m |
| Trivest Advisors Ltd | Reduced | -2.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.2m |
| Fullerton Fund Management Co Ltd. | Reduced | -1.6m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.3m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.1m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $584.9m6.7m shares |
| CITADEL ADVISORS LLC | Added | $362.9m4.2m shares |
| IMC-Chicago, LLC | Added | $264.0m3.0m shares |
| JANE STREET GROUP, LLC | Reduced | $262.8m3.0m shares |
| GROUP ONE TRADING LLC | Added | $196.2m2.3m shares |
| Walleye Trading LLC | Reduced | $119.9m1.4m shares |
| PEAK6 LLC | Reduced | $115.8m1.3m shares |
| HSBC HOLDINGS PLC | New | $82.5m951.2k shares |
| CITIGROUP INC | Added | $76.4m878.7k shares |
| D. E. Shaw & Co., Inc. | Added | $71.6m824.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $541.6m6.2m shares |
| JANE STREET GROUP, LLC | Added | $393.5m4.5m shares |
| CITADEL ADVISORS LLC | Added | $343.2m3.9m shares |
| D. E. Shaw & Co., Inc. | Added | $202.9m2.3m shares |
| IMC-Chicago, LLC | Reduced | $146.6m1.7m shares |
| PEAK6 LLC | Added | $144.2m1.7m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $140.2m1.6m shares |
| Walleye Trading LLC | Reduced | $99.0m1.1m shares |
| Sculptor Capital LP | Added | $95.8m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $92.8m1.1m 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 0 | — | 7 | $20.8m | $1.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-16 | Kurzymski Maciej Officer | Sold | $282.3k3.3k shares |
| 2025-12-16 | Chitoori Satish Chief Operations Officer | Sold | $38.0k431 shares |
| 2025-11-26 | Joshi Aman Chief Commercial Officer | Sold plan | $1.5m15.0k shares |
| 2025-11-17 | SODERBERG SHAWN MARIE Officer | Sold | $167.8k1.6k shares |
| 2025-11-14 | Joshi Aman Chief Commercial Officer | Sold | $495.8k4.5k shares |
| 2025-11-14 | SODERBERG SHAWN MARIE Officer | Sold | $295.9k2.7k shares |
| 2025-11-14 | Chitoori Satish Chief Operations Officer | Sold | $217.0k2.1k shares |
| 2025-11-05 | SODERBERG SHAWN MARIE Officer | Sold | $5.2m36.7k shares |
| 2025-11-05 | BUSH MARY K Director | Sold | $5.1m36.0k shares |
| 2025-11-05 | Snabe Jim H. Director | Sold | $2.9m20.0k shares |
| 2025-11-05 | ZERVIGON EDDY Director | Sold | $2.8m20.0k shares |
| 2025-11-05 | Kurzymski Maciej Officer | Sold | $1.9m13.1k 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 2025
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.56% of their portfolio | 28.6m $2.5bn | Reduced -1.0m |
| BlackRock, Inc. 0.04% of their portfolio | 24.2m $2.1bn | Added +3.5m |
| VANGUARD GROUP INC 0.03% of their portfolio | 20.9m $1.8bn | Added +45.6k |
| Situational Awareness LP 22.37% of their portfolio | 10.1m $875.5m | New |
| MORGAN STANLEY 0.05% of their portfolio | 9.4m $812.6m | Added +555.1k |
| D. E. Shaw & Co., Inc. 0.58% of their portfolio | 8.8m $764.5m | Reduced -3.0m |
| STATE STREET CORP 0.02% of their portfolio | 6.0m $524.4m | Added +714.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.81% of their portfolio | 5.5m $476.5m | Added +2.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 5.3m $461.3m | Added +269.7k |
| JANE STREET GROUP, LLC 0.50% of their portfolio | 4.8m $419.5m | Added +2.0m |
| Graticule Asia Macro Advisors LLC 92.11% of their portfolio | 4.8m $413.5m | Unchanged |
| Brooklands Fund Management Ltd 2.40% of their portfolio | 4.0m $4.5m | New |
| Value Aligned Research Advisors, LLC 6.19% of their portfolio | 3.5m $302.1m | Added +252.6k |
| Amundi 0.07% of their portfolio | 3.2m $274.1m | Added +2.6m |
| NORGES BANK 0.03% of their portfolio | 2.8m $239.7m | Not comparable |
| UBS Group AG 0.05% of their portfolio | 2.7m $233.2m | Reduced -5.4m |
| BNP PARIBAS FINANCIAL MARKETS 0.14% of their portfolio | 2.5m $214.6m | Added +179.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.4m $205.3m | Added +1.2m |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 2.1m $185.6m | Added +1.8m |
| FMR LLC 0.01% of their portfolio | 2.1m $184.6m | Added +40.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.1m $181.2m | Reduced -571.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.0m $177.5m | Added +114.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.0m $176.1m | Added +607.5k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.9m $169.3m | Added +554.0k |
| TWO SIGMA INVESTMENTS, LP 0.25% of their portfolio | 1.9m $168.4m | Added +224.6k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.9m $163.4m | Added +559.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.8m $160.3m | Added +50.3k |
| Invesco Ltd. 0.02% of their portfolio | 1.8m $160.1m | Added +368.2k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 1.8m $152.6m | Reduced -712.8k |
| Capital World Investors 0.02% of their portfolio | 1.8m $152.3m | Added +44.2k |
| Hood River Capital Management LLC 1.48% of their portfolio | 1.6m $135.2m | New |
| Nuveen, LLC 0.03% of their portfolio | 1.5m $126.6m | Added +43.2k |
| Whale Rock Capital Management LLC 1.49% of their portfolio | 1.3m $116.4m | Reduced -3.3m |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 1.3m $116.4m | Added +561.0k |
| TWO SIGMA ADVISERS, LP 0.22% of their portfolio | 1.3m $114.1m | Reduced -1.3m |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 1.3m $110.3m | Reduced -374.8k |
| Handelsbanken Fonder AB 0.33% of their portfolio | 1.2m $107.6m | Reduced -27.2k |
| Elemental Capital Partners LLC 54.22% of their portfolio | 1.2m $101.9m | Reduced -29.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.2m $101.7m | Reduced -2.2m |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.41% of their portfolio | 1.1m $99.5m | Reduced -530.0k |
| Trivest Advisors Ltd 4.46% of their portfolio | 1.1m $97.8m | Reduced -2.3m |
| Corient Private Wealth LP 0.00% of their portfolio | 930.7k $6.2m | Added +907.9k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 922.4k $80.1m | Added +205.4k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 895.8k $77.8m | Reduced -306.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 894.4k $77.7m | Reduced -3.9m |
| Polar Capital Holdings Plc 0.35% of their portfolio | 877.4k $76.2m | New |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 817.5k $71.0m | Added +523.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 801.0k $69.6m | Added +546.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 769.2k $66.8m | Added +335.3k |
| Duquesne Family Office LLC 1.52% of their portfolio | 740.5k $64.3m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 720.9k $62.6m | Added +304.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 692.5k $60.2m | Reduced -872.2k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 684.4k $59.4m | Added +424.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 678.1k $58.9m | Added +427.1k |
| SG Americas Securities, LLC 0.08% of their portfolio | 660.2k $57.4m | Added +84.9k |
| Legal & General Group Plc 0.01% of their portfolio | 652.8k $56.7m | Reduced -473.7k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 643.4k $7.8m | Unchanged |
| BARCLAYS PLC 0.02% of their portfolio | 627.4k $54.5m | Added +175.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 620.6k $53.9m | Reduced -76.4k |
| Swiss National Bank 0.03% of their portfolio | 609.2k $52.9m | Added +181.4k |
| EMERALD ADVISERS, LLC 1.50% of their portfolio | 559.1k $48.6m | Reduced -125.9k |
| Artisan Partners Limited Partnership 0.07% of their portfolio | 535.0k $46.5m | New |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 521.2k $45.3m | Reduced -165.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 519.9k $45.2m | Reduced -1.1m |
| Allspring Global Investments Holdings, LLC 0.08% of their portfolio | 516.7k $51.0m | Added +334.0k |
| Driehaus Capital Management LLC 0.30% of their portfolio | 515.5k $44.8m | Reduced -572.2k |
| Stephens Investment Management Group LLC 0.57% of their portfolio | 499.8k $43.4m | Added +5.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio | 480.6k $41.8m | Reduced -102.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 479.9k $41.7m | Added +402.6k |
| TREMBLANT CAPITAL GROUP 1.03% of their portfolio | 465.1k $40.4m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 431.8k $37.5m | New |
| Artemis Investment Management LLP 0.43% of their portfolio | 405.9k $35.3m | Reduced -812.1k |
| Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio | 396.8k $34.5m | Added +55.0k |
| Clear Street Group Inc. 0.18% of their portfolio | 394.6k $34.3m | New |
| California Public Employees Retirement System 0.02% of their portfolio | 380.0k $33.0m | Added +18.1k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 377.9k $32.8m | Added +237.3k |
| Schonfeld Strategic Advisors LLC 0.16% of their portfolio | 360.2k $31.3m | Reduced -349.9k |
| Avalon Trust Co 1.99% of their portfolio | 354.9k $30.8m | Reduced -3.9k |
| TORONTO DOMINION BANK 0.05% of their portfolio | 354.5k $30.8m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 352.8k $30.7m | First filing |
| National Pension Service 0.02% of their portfolio | 352.4k $30.6m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.49% of their portfolio | 351.4k $30.5m | Reduced -58.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 348.2k $30.3m | New |
| TimesSquare Capital Management, LLC 0.44% of their portfolio | 336.8k $29.3m | Added +161.7k |
| Baird Financial Group, Inc. 0.04% of their portfolio | 325.2k $28.3m | Reduced -73.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 318.4k $27.7m | Added +110.6k |
| Chicago Capital, LLC 0.68% of their portfolio | 317.1k $27.5m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 314.1k $27.3m | Reduced -15.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 311.1k $27.0m | Added +144.3k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 305.6k $26.5m | Added +107.7k |
| SIMPLEX TRADING, LLC 0.74% of their portfolio | 301.3k $26.2m | Added +243.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 300.6k $26.1m | Added +293.4k |
| CI INVESTMENTS INC. 0.11% of their portfolio | 297.1k $25.8m | Added +2.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 284.4k $24.7m | Added +201.1k |
| Squarepoint Ops LLC 0.05% of their portfolio | 282.6k $24.6m | Added +278.9k |
| DigitalBridge Group, Inc. 1.85% of their portfolio | 275.4k $23.9m | Reduced -164.8k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 275.2k $23.9m | New |
| Flight Deck Capital, LP 20.06% of their portfolio | 270.7k $23.5m | Unchanged |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 260.8k $22.7m | Added +229.2k |
| Altimeter Capital Management, LP 0.34% of their portfolio | 260.7k $22.7m | New |