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 ($271.5m this quarter). Holder counts are more reliable. Shares outstanding: 294.5m as of 2026-07-22, 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 ≈ $300.56. Options: 68 managers hold calls ($8.8bn notional), 48 hold puts ($11.9bn).
Trends to Q2 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 |
| Q2 2026 | 1,280 |
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 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 |
| Q2 2026 | 782 | 466 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.3bn | $2.6bn | 1.15 |
| Q4 2025 | $2.5bn | $2.7bn | 1.07 |
| Q1 2026 | $3.9bn | $3.5bn | 0.90 |
| Q2 2026 | $8.8bn | $11.9bn | 1.36 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +6.4m |
| GOLDMAN SACHS GROUP INC | Added | +4.8m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.1m |
| HRT FINANCIAL LP | New | +2.0m |
| Qube Research & Technologies Ltd | New | +1.5m |
| SANDS CAPITAL MANAGEMENT, LLC | Added | +1.1m |
| Value Aligned Research Advisors, LLC | Added | +1.0m |
| California Public Employees Retirement System | Added | +967.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +859.5k |
| NATIONAL BANK OF CANADA /FI/ | Added | +656.1k |
Biggest sellers
| BlackRock, Inc. | Reduced | -6.6m |
| AMERIPRISE FINANCIAL INC | Reduced | -4.8m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -2.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.8m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.6m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.3m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -1.2m |
| Clearbridge Investments, LLC | Reduced | -1.1m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -819.2k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $2.6bn8.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1bn7.0m shares |
| CITADEL ADVISORS LLC | Added | $1.3bn4.4m shares |
| IMC-Chicago, LLC | Added | $835.0m2.8m shares |
| GROUP ONE TRADING LLC | Reduced | $284.9m941.3k shares |
| HSBC HOLDINGS PLC | Unchanged | $213.2m700.0k shares |
| Walleye Trading LLC | Reduced | $210.2m694.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $132.0m436.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $128.6m425.0k shares |
| PEAK6 LLC | Added | $122.4m404.3k shares |
Biggest puts
| GOLDMAN SACHS GROUP INC | Added | $3.1bn10.2m shares |
| JANE STREET GROUP, LLC | Added | $2.7bn8.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0bn6.5m shares |
| CITADEL ADVISORS LLC | Added | $1.5bn4.9m shares |
| D. E. Shaw & Co., Inc. | Added | $614.6m2.0m shares |
| WELLS FARGO & COMPANY/MN | Added | $511.6m1.7m shares |
| Walleye Trading LLC | Added | $305.9m1.0m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $167.0m551.8k shares |
| TORONTO DOMINION BANK | Added | $158.9m525.0k shares |
| Select Equity Group, L.P. | Reduced | $155.5m513.8k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 6 | $58.7m | $48.7m |
| Q3 2026 | 0 | — | 6 | $21.9m | $20.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Joshi Aman Chief Commercial Officer | Sold plan | $972.1k3.6k shares |
| 2026-09-16 | SODERBERG SHAWN MARIE Officer | Sold plan | $775.1k2.9k shares |
| 2026-09-16 | Chitoori Satish Chief Operations Officer | Sold plan | $775.1k2.9k shares |
| 2026-09-16 | Kurzymski Maciej Chief Accounting Officer | Sold | $616.0k2.3k shares |
| 2026-08-17 | IMMELT JEFFREY R Director | Sold plan | $7.2m30.0k shares |
| 2026-08-14 | Joshi Aman Chief Commercial Officer | Sold plan | $1.1m4.7k shares |
| 2026-08-14 | SODERBERG SHAWN MARIE Officer | Sold | $676.3k2.9k shares |
| 2026-08-14 | Chitoori Satish Chief Operations Officer | Sold plan | $496.1k2.1k shares |
| 2026-08-13 | CHAMBERS JOHN T Director · By LLC | Sold plan | $3.8m15.0k shares |
| 2026-08-03 | CHAMBERS JOHN T Director · By LLC | Sold plan | $3.1m15.0k shares |
| 2026-07-01 | Joshi Aman Chief Commercial Officer | Sold plan | $2.5m8.3k shares |
| 2026-06-16 | Joshi Aman Chief Commercial Officer | Sold plan | $1.0m3.6k shares |
| 2026-06-16 | SODERBERG SHAWN MARIE Officer | Sold | $820.3k2.8k shares |
| 2026-06-16 | Chitoori Satish Chief Operations Officer | Sold plan | $820.2k2.8k shares |
| 2026-06-16 | Kurzymski Maciej Chief Accounting Officer | Sold | $652.0k2.3k shares |
| 2026-05-28 | CHAMBERS JOHN T Director · By LLC | Sold plan | $16.4m55.0k shares |
| 2026-05-18 | SODERBERG SHAWN MARIE Officer | Sold plan | $712.4k2.7k shares |
| 2026-05-14 | Joshi Aman Chief Commercial Officer | Sold plan | $1.4m4.8k shares |
| 2026-05-14 | SODERBERG SHAWN MARIE Officer | Sold plan | $829.4k2.9k shares |
| 2026-05-14 | Chitoori Satish Chief Operations Officer | Sold plan | $608.5k2.1k shares |
| 2026-05-13 | Kurzymski Maciej Chief Accounting Officer | Sold | $1.8m6.2k shares |
| 2026-05-07 | BUSH MARY K Director | Sold | $6.7m25.0k shares |
| 2026-04-29 | SODERBERG SHAWN MARIE Officer · By trust | Sold plan | $9.8m35.0k shares |
| 2026-04-15 | SODERBERG SHAWN MARIE Officer | Sold plan | $5.6m25.0k shares |
| 2026-04-14 | SODERBERG SHAWN MARIE Officer | Sold plan | $6.1m30.0k shares |
| 2026-04-14 | Chitoori Satish Chief Operations Officer | Sold plan | $4.1m20.0k shares |
| 2026-04-01 | Joshi Aman Chief Commercial Officer | Sold plan | $1.4m10.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.08% of their portfolio | 18.4m $5.6bn | Reduced -6.6m |
| AMERIPRISE FINANCIAL INC 1.11% of their portfolio | 18.1m $5.5bn | Reduced -4.8m |
| GOLDMAN SACHS GROUP INC 0.44% of their portfolio | 14.0m $4.2bn | Added +4.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.17% of their portfolio | 12.5m $3.8bn | Reduced -280.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 12.1m $3.7bn | Added +285.6k |
| JPMORGAN CHASE & CO 0.13% of their portfolio | 8.1m $2.2bn | Added +6.4m |
| MORGAN STANLEY 0.12% of their portfolio | 7.3m $2.2bn | Reduced -330.8k |
| STATE STREET CORP 0.06% of their portfolio | 6.3m $1.9bn | Reduced -158.2k |
| Situational Awareness LP 9.41% of their portfolio | 6.3m $1.9bn | Reduced -212.6k |
| Value Aligned Research Advisors, LLC 10.10% of their portfolio | 5.6m $1.7bn | Added +1.0m |
| Graticule Asia Macro Advisors LLC 95.51% of their portfolio | 4.2m $1.3bn | Reduced -335.7k |
| JANE STREET GROUP, LLC 0.80% of their portfolio | 4.2m $1.3bn | Reduced -753.8k |
| D. E. Shaw & Co., Inc. 0.78% of their portfolio | 4.2m $1.3bn | Reduced -51.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 3.8m $1.2bn | Reduced -2.2m |
| NORGES BANK 0.10% of their portfolio | 3.3m $998.0m | Not comparable |
| SANDS CAPITAL MANAGEMENT, LLC 3.29% of their portfolio | 2.9m $885.9m | Added +1.1m |
| JENNISON ASSOCIATES LLC 0.46% of their portfolio | 2.6m $773.3m | Reduced -132.5k |
| MILLENNIUM MANAGEMENT LLC 0.52% of their portfolio | 2.5m $763.5m | Added +2.1m |
| Capital World Investors 0.08% of their portfolio | 2.3m $709.5m | Added +504.9k |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 2.1m $636.8m | Reduced -652.3k |
| TWO SIGMA INVESTMENTS, LP 0.46% of their portfolio | 2.0m $610.4m | Reduced -1.5m |
| WELLS FARGO & COMPANY/MN 0.11% of their portfolio | 2.0m $606.7m | Added +650.2k |
| HRT FINANCIAL LP 1.42% of their portfolio | 2.0m $600.4m | New |
| FMR LLC 0.03% of their portfolio | 2.0m $597.8m | Reduced -776.3k |
| UBS Group AG 0.09% of their portfolio | 1.9m $576.7m | Reduced -1.4k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 1.8m $550.3m | Reduced -393.9k |
| VANGUARD FIDUCIARY TRUST CO 0.11% of their portfolio | 1.7m $514.3m | Reduced -69.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 1.7m $501.1m | Reduced -410.2k |
| MARSHALL WACE, LLP 0.41% of their portfolio | 1.6m $490.1m | Added +587.3k |
| Whale Rock Capital Management LLC 3.91% of their portfolio | 1.6m $486.8m | Reduced -45.5k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 1.6m $484.1m | Reduced -630.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.24% of their portfolio | 1.5m $453.3m | Reduced -425.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.22% of their portfolio | 1.5m $448.0m | Reduced -819.2k |
| Qube Research & Technologies Ltd 0.50% of their portfolio | 1.5m $445.6m | New |
| California Public Employees Retirement System 0.23% of their portfolio | 1.4m $414.8m | Added +967.1k |
| Hood River Capital Management LLC 2.95% of their portfolio | 1.3m $407.4m | Reduced -230.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.36% of their portfolio | 1.3m $406.5m | Added +859.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 1.3m $401.8m | Added +583.1k |
| Invesco Ltd. 0.03% of their portfolio | 1.3m $397.3m | Reduced -371.6k |
| Elemental Capital Partners LLC 64.41% of their portfolio | 1.0m $306.8m | Reduced -94.0k |
| Clear Street Group Inc. 0.95% of their portfolio | 997.0k $301.8m | Added +329.0k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 979.2k $296.4m | Reduced -401.1k |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 887.3k $268.6m | Reduced -82.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 880.5k $266.5m | Reduced -1.3m |
| Polar Capital Holdings Plc 0.74% of their portfolio | 861.3k $260.7m | Added +96.4k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 831.2k $251.6m | Added +92.0k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 819.4k $248.0m | Reduced -357.4k |
| Handelsbanken Fonder AB 0.70% of their portfolio | 813.5k $246.2m | Reduced -313.7k |
| NATIONAL BANK OF CANADA /FI/ 0.22% of their portfolio | 813.4k $246.2m | Added +656.1k |
| Trivest Advisors Ltd 7.50% of their portfolio | 788.4k $238.6m | Reduced -191.6k |
| Swiss National Bank 0.12% of their portfolio | 761.4k $230.5m | Added +102.0k |
| Nuveen, LLC 0.05% of their portfolio | 747.7k $226.3m | Reduced -705.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 701.8k $212.4m | Added +642.4k |
| SG Americas Securities, LLC 0.12% of their portfolio | 678.5k $205.4m | Added +496.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.28% of their portfolio | 675.7k $204.5m | Added +139.8k |
| Legal & General Group Plc 0.04% of their portfolio | 653.8k $197.9m | Added +5.2k |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 650.4k $196.9m | Added +321.1k |
| DekaBank Deutsche Girozentrale 0.14% of their portfolio | 643.4k $82.0m | Unchanged |
| Amundi 0.05% of their portfolio | 642.1k $194.4m | Reduced -117.9k |
| Life Cycle Investment Partners Ltd 0.85% of their portfolio | 601.1k $181.9m | New |
| LORD, ABBETT & CO. LLC 0.52% of their portfolio | 594.6k $180.0m | Reduced -295.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio | 593.1k $179.5m | Added +75.8k |
| TORONTO DOMINION BANK 0.28% of their portfolio | 565.3k $171.1m | Added +36.8k |
| Artisan Partners Limited Partnership 0.28% of their portfolio | 564.6k $170.9m | Reduced -40.9k |
| BESSEMER GROUP INC 0.23% of their portfolio | 555.6k $168.2m | Reduced -32.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 519.9k $157.4m | Reduced -244.5k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 498.0k $146.9m | Added +313.4k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 489.9k $148.1m | Added +30.6k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 479.8k $145.2m | Added +472.9k |
| Jain Global LLC 1.69% of their portfolio | 475.2k $143.8m | New |
| Tidal Investments LLC 0.34% of their portfolio | 462.0k $139.9m | Added +154.6k |
| Squarepoint Ops LLC 0.27% of their portfolio | 459.9k $139.2m | Added +433.7k |
| National Pension Service 0.09% of their portfolio | 449.1k $136.0m | Reduced -33.5k |
| Heard Capital LLC 5.81% of their portfolio | 448.8k $135.9m | New |
| LPL Financial LLC 0.03% of their portfolio | 435.1k $131.7m | Added +54.4k |
| Hudson Bay Capital Management LP 0.60% of their portfolio | 421.2k $127.5m | Added +100.0k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 417.8k $126.5m | Reduced -5.9k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 415.7k $124.9m | Reduced -685.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 408.1k $123.5m | Added +97.2k |
| Driehaus Capital Management LLC 0.68% of their portfolio | 390.3k $118.1m | Reduced -459.5k |
| BARCLAYS PLC 0.04% of their portfolio | 374.0k $113.2m | Reduced -10.8k |
| TREMBLANT CAPITAL GROUP 3.19% of their portfolio | 366.9k $111.1m | Reduced -178.3k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 362.9k $109.9m | Reduced -515.0k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 353.9k $107.5m | Reduced -52.7k |
| Mirae Asset Global Investments Co., Ltd. 0.20% of their portfolio | 347.2k $105.1m | Reduced -77.2k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 338.0k $45.8m | Reduced -1.6m |
| Allspring Global Investments Holdings, LLC 0.15% of their portfolio | 336.5k $97.4m | Reduced -118.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 333.2k $100.9m | Added +80.0k |
| Robeco Schweiz AG 1.54% of their portfolio | 316.6k $95.8m | Added +55.5k |
| Chicago Capital, LLC 2.29% of their portfolio | 313.6k $94.9m | Added +879 |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 309.7k $93.7m | Reduced -8.6k |
| Point72 Asset Management, L.P. 0.14% of their portfolio | 308.9k $93.5m | Added +263.5k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.32% of their portfolio | 303.6k $91.9m | Added +251.9k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 298.8k $40.9m | Added +2.7k |
| FEDERATED HERMES, INC. 0.13% of their portfolio | 296.5k $89.8m | Reduced -102.1k |
| CITIGROUP INC 0.04% of their portfolio | 295.6k $89.5m | Reduced -6.7k |
| Marex Group Ltd 0.66% of their portfolio | 292.9k $88.7m | Added +262.3k |
| Man Group plc 0.16% of their portfolio | 292.3k $88.5m | Reduced -35.0k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 287.7k $87.1m | Reduced -78.3k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 285.5k $85.4m | Added +83.4k |