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 ($90.0m this quarter). Holder counts are more reliable. Shares outstanding: 284.4m as of 2026-04-24, 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 ≈ $134.98. Options: 47 managers hold calls ($3.9bn notional), 44 hold puts ($3.5bn).
Trends to Q1 2026
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 |
| Q1 2026 | 985 |
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 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 |
| Q1 2026 | 609 | 364 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $389.0m | $274.0m | 0.70 |
| Q3 2025 | $2.3bn | $2.6bn | 1.15 |
| Q4 2025 | $2.5bn | $2.7bn | 1.07 |
| Q1 2026 | $3.9bn | $3.5bn | 0.90 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +7.1m |
| JENNISON ASSOCIATES LLC | Added | +2.7m |
| SANDS CAPITAL MANAGEMENT, LLC | New | +1.8m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.6m |
| Value Aligned Research Advisors, LLC | Added | +1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +995.8k |
| BlackRock, Inc. | Added | +903.5k |
| MARSHALL WACE, LLP | Added | +890.4k |
| FRANKLIN RESOURCES INC | Added | +875.9k |
| JPMORGAN CHASE & CO | Added | +826.3k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -5.8m |
| D. E. Shaw & Co., Inc. | Reduced | -4.6m |
| Brooklands Fund Management Ltd | Sold out | -4.0m |
| Situational Awareness LP | Reduced | -3.6m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -3.2m |
| Amundi | Reduced | -2.4m |
| MORGAN STANLEY | Reduced | -1.7m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.3m |
| Corient Private Wealth LP | Reduced | -876.9k |
| UBS Group AG | Reduced | -777.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $719.1m5.3m shares |
| GOLDMAN SACHS GROUP INC | New | $683.8m5.0m shares |
| JANE STREET GROUP, LLC | Added | $656.1m4.8m shares |
| CITADEL ADVISORS LLC | Reduced | $514.6m3.8m shares |
| IMC-Chicago, LLC | Reduced | $342.1m2.5m shares |
| GROUP ONE TRADING LLC | Reduced | $167.5m1.2m shares |
| Walleye Trading LLC | Reduced | $120.3m887.9k shares |
| HSBC HOLDINGS PLC | Reduced | $93.2m700.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $67.5m498.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $64.7m477.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $756.3m5.6m shares |
| JANE STREET GROUP, LLC | Added | $614.7m4.5m shares |
| GOLDMAN SACHS GROUP INC | New | $451.5m3.3m shares |
| CITADEL ADVISORS LLC | Reduced | $445.3m3.3m shares |
| D. E. Shaw & Co., Inc. | Reduced | $259.8m1.9m shares |
| Walleye Trading LLC | Reduced | $136.2m1.0m shares |
| WELLS FARGO & COMPANY/MN | Added | $129.3m954.3k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $108.8m802.8k shares |
| Teilinger Capital Ltd. | New | $95.2m702.8k shares |
| Select Equity Group, L.P. | Added | $71.2m525.8k 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 Q1 2026
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 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 |
| Q1 2026 | 0 | — | 6 | $61.4m | $24.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-19 | SODERBERG SHAWN MARIE Officer | Sold plan | $2.3m15.4k shares |
| 2026-03-17 | SODERBERG SHAWN MARIE Officer | Sold plan | $2.0m13.1k shares |
| 2026-03-16 | SODERBERG SHAWN MARIE Officer | Sold plan | $4.6m29.8k shares |
| 2026-03-16 | Joshi Aman Chief Commercial Officer | Sold plan | $3.1m19.9k shares |
| 2026-03-16 | Chitoori Satish Chief Operations Officer | Sold plan | $2.9m19.0k shares |
| 2026-03-16 | Kurzymski Maciej Officer | Sold | $1.2m7.8k shares |
| 2026-02-27 | Pinkus Gary S Director | Sold | $207.2k1.2k shares |
| 2026-02-25 | SODERBERG SHAWN MARIE Officer | Sold plan | $4.5m25.2k shares |
| 2026-02-25 | SODERBERG SHAWN MARIE Officer | Sold plan | $3.6m20.0k shares |
| 2026-02-25 | Joshi Aman Chief Commercial Officer | Sold plan | $1.8m10.0k shares |
| 2026-02-24 | Sridhar KR Chairman & CEO, director | Sold | $34.0m200.0k shares |
| 2026-02-17 | Joshi Aman Chief Commercial Officer | Sold | $523.7k3.7k shares |
| 2026-02-17 | SODERBERG SHAWN MARIE Officer | Sold | $465.0k3.3k shares |
| 2026-02-17 | Chitoori Satish Chief Operations Officer | Sold | $212.0k1.5k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.06% of their portfolio | 25.1m $3.4bn | Added +903.5k |
| AMERIPRISE FINANCIAL INC 0.72% of their portfolio | 22.9m $3.1bn | Reduced -5.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.09% of their portfolio | 12.8m $1.7bn | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 11.8m $1.6bn | First filing |
| GOLDMAN SACHS GROUP INC 0.16% of their portfolio | 9.1m $1.2bn | Added +7.1m |
| MORGAN STANLEY 0.06% of their portfolio | 7.6m $1.0bn | Reduced -1.7m |
| Situational Awareness Partners LP 22.79% of their portfolio | 6.5m $878.7m | First filing |
| Situational Awareness LP 22.79% of their portfolio | 6.5m $878.7m | Reduced -3.6m |
| STATE STREET CORP 0.03% of their portfolio | 6.5m $877.1m | Added +438.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 5.9m $810.6m | Added +669.6k |
| JANE STREET GROUP, LLC 0.72% of their portfolio | 4.9m $666.9m | Added +94.1k |
| Value Aligned Research Advisors, LLC 7.36% of their portfolio | 4.6m $621.2m | Added +1.1m |
| Graticule Asia Macro Advisors LLC 94.89% of their portfolio | 4.5m $615.6m | Reduced -216.1k |
| D. E. Shaw & Co., Inc. 0.45% of their portfolio | 4.2m $570.3m | Reduced -4.6m |
| TWO SIGMA INVESTMENTS, LP 0.40% of their portfolio | 3.5m $480.7m | Added +1.6m |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.8m $373.4m | Added +875.9k |
| FMR LLC 0.02% of their portfolio | 2.8m $372.8m | Added +626.6k |
| JENNISON ASSOCIATES LLC 0.25% of their portfolio | 2.7m $364.1m | Added +2.7m |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.05% of their portfolio | 2.3m $311.5m | Reduced -3.2m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.2m $302.1m | Added +187.5k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.2m $299.7m | Added +126.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 2.2m $293.5m | Added +995.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 2.1m $281.0m | Reduced -288.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 2.1m $279.9m | Added +221.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.17% of their portfolio | 1.9m $260.6m | Reduced -546.3k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 1.9m $167.0m | Reduced -213.4k |
| UBS Group AG 0.05% of their portfolio | 1.9m $258.3m | Reduced -777.6k |
| Capital World Investors 0.03% of their portfolio | 1.8m $249.1m | Added +86.5k |
| SANDS CAPITAL MANAGEMENT, LLC 0.95% of their portfolio | 1.8m $241.0m | New |
| VANGUARD FIDUCIARY TRUST CO 0.06% of their portfolio | 1.8m $239.6m | First filing |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.7m $205.6m | Added +826.3k |
| Invesco Ltd. 0.02% of their portfolio | 1.7m $228.2m | Reduced -158.8k |
| Whale Rock Capital Management LLC 2.89% of their portfolio | 1.7m $224.1m | Added +314.2k |
| Hood River Capital Management LLC 2.14% of their portfolio | 1.6m $213.6m | Added +20.5k |
| Nuveen, LLC 0.05% of their portfolio | 1.5m $196.9m | Reduced -4.6k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $187.0m | Reduced -568.2k |
| Clearbridge Investments, LLC 0.16% of their portfolio | 1.4m $186.6m | Reduced -378.6k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 1.4m $183.4m | Added +661.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.68% of their portfolio | 1.2m $161.4m | Added +46.3k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 1.2m $157.0m | Reduced -92.4k |
| Handelsbanken Fonder AB 0.51% of their portfolio | 1.1m $152.7m | Reduced -111.5k |
| Elemental Capital Partners LLC 63.89% of their portfolio | 1.1m $150.0m | Reduced -65.5k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 1.1m $148.6m | Reduced -238.6k |
| MARSHALL WACE, LLP 0.15% of their portfolio | 1.0m $139.8m | Added +890.4k |
| Trivest Advisors Ltd 9.56% of their portfolio | 980.0k $132.8m | Reduced -145.0k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 970.2k $131.5m | Added +47.9k |
| LORD, ABBETT & CO. LLC 0.39% of their portfolio | 889.9k $120.6m | Added +688.2k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 877.9k $118.9m | Added +60.4k |
| Driehaus Capital Management LLC 0.85% of their portfolio | 849.8k $115.1m | Added +334.3k |
| Polar Capital Holdings Plc 0.45% of their portfolio | 764.9k $103.6m | Reduced -112.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 764.3k $103.6m | Reduced -4.9k |
| Amundi 0.03% of their portfolio | 760.0k $103.0m | Reduced -2.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 744.4k $100.9m | Added +23.5k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 739.2k $100.2m | Added +118.6k |
| AustralianSuper Pty Ltd 0.51% of their portfolio | 722.2k $97.8m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.37% of their portfolio | 678.4k $91.9m | Added +246.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 671.0k $90.9m | Reduced -130.1k |
| Clear Street Group Inc. 0.51% of their portfolio | 668.0k $90.5m | Added +273.4k |
| Swiss National Bank 0.05% of their portfolio | 659.4k $89.3m | Added +50.2k |
| Legal & General Group Plc 0.02% of their portfolio | 648.6k $87.9m | Reduced -4.2k |
| DekaBank Deutsche Girozentrale 0.14% of their portfolio | 643.4k $83.7m | Unchanged |
| Artisan Partners Limited Partnership 0.13% of their portfolio | 605.5k $82.0m | Added +70.4k |
| BESSEMER GROUP INC 0.13% of their portfolio | 587.9k $79.7m | Added +408.7k |
| TREMBLANT CAPITAL GROUP 2.38% of their portfolio | 545.2k $73.9m | Added +80.0k |
| EMERALD ADVISERS, LLC 2.32% of their portfolio | 541.8k $73.4m | Reduced -17.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio | 535.9k $72.6m | Added +275.7k |
| TORONTO DOMINION BANK 0.14% of their portfolio | 528.5k $71.6m | Added +174.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 517.3k $70.1m | Added +37.4k |
| Stephens Investment Management Group LLC 0.92% of their portfolio | 497.4k $67.4m | Reduced -2.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.59% of their portfolio | 490.4k $66.4m | Added +411.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 483.2k $65.5m | Reduced -194.9k |
| National Pension Service 0.05% of their portfolio | 482.6k $65.4m | Added +130.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 459.3k $62.1m | Reduced -60.6k |
| Allspring Global Investments Holdings, LLC 0.10% of their portfolio | 454.5k $60.2m | Reduced -62.2k |
| Champlain Investment Partners, LLC 0.73% of their portfolio | 424.7k $57.5m | New |
| Mirae Asset Global Investments Co., Ltd. 0.16% of their portfolio | 424.4k $57.5m | Added +27.6k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 423.7k $57.4m | Reduced -97.5k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 406.5k $54.4m | Reduced -277.9k |
| California Public Employees Retirement System 0.03% of their portfolio | 403.2k $54.6m | Added +23.2k |
| FEDERATED HERMES, INC. 0.09% of their portfolio | 398.6k $54.0m | Added +93.0k |
| Artemis Investment Management LLP 0.57% of their portfolio | 395.1k $53.5m | Reduced -10.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 387.2k $52.5m | Added +76.0k |
| BARCLAYS PLC 0.02% of their portfolio | 384.8k $52.1m | Reduced -242.6k |
| LPL Financial LLC 0.01% of their portfolio | 380.7k $51.6m | Added +123.6k |
| Holocene Advisors, LP 0.12% of their portfolio | 380.0k $51.5m | New |
| SEI INVESTMENTS CO 0.05% of their portfolio | 366.0k $49.6m | Added +81.6k |
| Temasek Holdings (Private) Ltd 0.16% of their portfolio | 359.4k $48.7m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 2.31% of their portfolio | 352.2k $47.7m | Added +777 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio | 348.5k $46.8m | Reduced -132.2k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 329.2k $44.6m | Reduced -566.6k |
| Man Group plc 0.09% of their portfolio | 327.3k $44.3m | Added +72.1k |
| Hudson Bay Capital Management LP 0.26% of their portfolio | 321.3k $43.5m | New |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 318.3k $43.1m | Added +4.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 317.7k $43.0m | Reduced -30.5k |
| Chicago Capital, LLC 1.14% of their portfolio | 312.8k $42.4m | Reduced -4.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 310.9k $42.1m | Reduced -7.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 309.7k $42.0m | Reduced -43.0k |
| Tidal Investments LLC 0.13% of their portfolio | 307.4k $41.7m | Added +173.9k |
| MKP Capital Management, L.L.C. 1.37% of their portfolio | 307.0k $41.6m | New |
| CITIGROUP INC 0.03% of their portfolio | 302.3k $41.0m | Added +65.4k |