InvestorLens

BE — BLOOM ENERGY CORP

Public company

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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
57
Institutional Conviction
Net distribution · 4 buying vs 3 selling last quarter
43
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their BE position last quarter, 4 bought and 3 sold (57% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Steve Cohen, …)
  • +6 tracked investors reported holding BE at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (2 reduced, 1 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 9/18/2026.

About BLOOM ENERGY CORP (BE)

BLOOM ENERGY CORP (BE) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $3.0B. Across recent filings, tracked investors recorded 11 new positions, 17 increased, 15 reduced, and 7 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BE

56
/100
Mixed Activity
Added / Increased28
Reduced15
Exited7
BearishBullish
Crowded Trade Score™

How many top investors track BE

40
/100
Moderate Interest
6investors

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
Multi-Strategy / Quant
66% of tracked value
Institutions
6
tracked investors
Total Reported
$6B
combined 13F value
Types3
  • Multi-Strategy / Quant65.8%
  • Other32.5%
  • Macro1.7%
Multi-Strategy / Quant(3)
65.8%
Other(1)
32.5%
Macro(2)
1.7%

Tracked investors currently reporting BE

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    9.9M
    Value
    $3B
    % Portfolio
    0.34%
  • Leopold AschenbrennerJun 30, 2026
    Situational Awareness LP
    Shares
    6.4M
    Value
    $1.9B
    % Portfolio
    9.60%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.7M
    Value
    $821.2M
    % Portfolio
    0.30%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    375.5K
    Value
    $113.7M
    % Portfolio
    0.13%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    307.7K
    Value
    $93.1M
    % Portfolio
    0.13%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    28.1K
    Value
    $8.5M
    % Portfolio
    0.03%

Previously held BE

These investors reported BE in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Philippe LaffontCoatue Management4.4M$65.7MDec 31, 2023
Stanley DruckenmillerDuquesne Family Office136.3K$18.5MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold BE?
6 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 $3.0B.
Did institutional ownership of BE increase or decrease?
Across recent 13F filings, tracked investors recorded 11 new positions, 17 increased, 15 reduced, and 7 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.