InvestorLens

BE — BLOOM ENERGY CORP

Public company

Sign in to save7 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BE?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
71
Institutional Conviction
Net accumulation · 5 buying vs 2 selling last quarter
68
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their BE position last quarter, 5 bought and 2 sold (71% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, Paul Tudor Jones, Izzy Englander, …)
  • +7 tracked investors reported holding BE at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About BLOOM ENERGY CORP (BE)

BLOOM ENERGY CORP (BE) appears in the most recent 13F filings of 7 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $1.0B. Across recent filings, tracked investors recorded 12 new positions, 1 increased, 2 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BE

81
/100
Strong Institutional Accumulation
Added / Increased13
Reduced2
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track BE

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

BE Ownership Composition

How BLOOM ENERGY CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
54% of tracked value
Institutions
7
tracked investors
Total Reported
$2.1B
combined 13F value
Sectors2
  • Other53.6%
  • Hedge Funds46.4%
Other(5)
53.6%
Hedge Funds(2)
46.4%

Tracked investors reporting BE

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    7.4M
    Value
    $1B
    % Portfolio
    0.16%
  • Leopold AschenbrennerMar 31, 2026
    Situational Awareness LP
    Shares
    6.9M
    Value
    $934.1M
    % Portfolio
    6.83%
  • Stanley DruckenmillerMar 31, 2026
    Duquesne Family Office
    Shares
    136.3K
    Value
    $18.5M
    % Portfolio
    0.55%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    462.8K
    Value
    $62.7M
    % Portfolio
    0.03%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    144.2K
    Value
    $19.5M
    % Portfolio
    0.04%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    193.5K
    Value
    $26.2M
    % Portfolio
    0.03%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    45.7K
    Value
    $6.2M
    % Portfolio
    0.03%

Recent activity

Frequently asked questions

How many institutional investors hold BE?
7 tracked institutional investors disclosed a position in BE (BLOOM ENERGY CORP) in their most recent 13F filing.
Who is the largest institutional holder of BE?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in BE, valued at $1.0B.
Did institutional ownership of BE increase or decrease?
Across recent 13F filings, tracked investors recorded 12 new positions, 1 increased, 2 reduced, and 1 fully exited BE.
Where does this BE ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.