Security

BE

Bloom Energy Corp. · COM CL A

CUSIP 093712107 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 17
rank #132
master % 0.10%
max % 6.4%
tracked value $4.5B
qoq N 2 A 7 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Situational Awareness LP 2026 Q1 6.4% Reduce -9.45 pp 6,485,408 $879M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 3.0% Add -0.04 pp 4,584,731 $621M hist
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 2.9% Add +1.41 pp 1,653,788 $224M hist
Glen Kacher - Light Street Capital Management, LLC 2026 Q1 1.3% New 1.3% 50,625 $7M hist
Torray Investment Partners LLC 2026 Q1 1.2% Add +0.81 pp 60,031 $8M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.6% Reduce -0.88 pp 136,320 $18M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.3% Reduce -0.08 pp 4,209,457 $570M hist
Two Sigma Investments, LP 2025 Q4 0.2% Exit -0.24 pp 1,937,977 $168M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.08 pp 535,900 $73M hist
Polen Capital Management LLC 2026 Q1 0.1% Reduce +0.04 pp 67,231 $9M hist
Vanguard Group Inc. 2025 Q4 0.0% Add 0.00 pp 20,853,477 $1.8B hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce +0.01 pp 45,683 $6M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 387,161 $52M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 329,230 $45M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.03 pp 45,396 $6M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 34,023 $5M hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 285 $39 hist

17 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $1.27B $1.44B $2B
Gross profit $197.79M $404.65M $587.4M
Gross margin * 15.6% 28.1% 29.3%
Net income -$302.12M — —
Net margin * -23.8% — —

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $1.69B $2.04B $3.73B
Total non-current assets * $720.51M $613.23M $666.14M
Total assets $2.41B $2.66B $4.4B
Total current liabilities $470.42M $636.76M $623.83M
Total non-current liabilities * $1.42B $1.44B $2.98B
Total equity $502.08M $562.47M $768.64M

Cash flow

line FY2023 FY2024 FY2025
Cash from operations -$372.53M $92M $113.95M
Cash from investing -$83.72M -$58.78M -$93.12M
Cash from financing $683.35M $175.21M $1.51B
Net change in cash $226.81M $205.79M $1.53B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0001664703

ownership over time

filing count by report period · click a bar for that quarter’s holders