Follow-The-Filings

Security · featured owners

BE Bloom Energy Corp.

COM CL A Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #145
  • Max 9.4%
  • Master 0.24%
  • $4.1B
  • 1 new 2 add 5 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 9.4% (Situational Awareness) · not free-float ownership

  1. Situational Awareness reduce 9.4%
  2. Nehal Chopra reduce 5.1%
  3. Ben Hoskin add 4.2%
  4. Alex Sacerdote reduce 3.9%
  5. Glen Kacher add 2.8%
  6. Torray Investment Partners reduce 2.2%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Situational Awareness 2026 Q2 9.4% Reduce −3.3% 6,272,808 $1.9B history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 4.2% Add +21.8% 5,585,179 $1.7B history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 3.9% Reduce −2.8% 1,608,305 $487M history
Glen Kacher - Light Street Capital Management 2026 Q2 2.8% Add +66.3% 84,167 $25M history
Torray Investment Partners 2026 Q2 2.2% Reduce −12.4% 52,565 $16M history
Nehal Chopra - Ratan Capital Management 2026 Q2 5.1% Reduce −15.0% 52,249 $16M history
Polen Capital Management 2026 Q2 0.11% Reduce −39.3% 40,838 $12M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% New <0.01% 7,204 $2M history
Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 0.55% Exit −0.55 pp 136,320 $18M history

8 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q/A Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 7.01 Filing Doc
8-K/A 5.02 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Aug 31, 2026 Filing Doc
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 14, 2026 · 2 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 14, 2026 Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 30, 2026 · 2 forms Filing Doc
4 Period Jun 16, 2026 · 4 forms Filing Doc
4 Period May 28, 2026 Filing Doc
4 Period May 21, 2026 · 9 forms Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

Metric 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

Metric 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

Metric FY2023 FY2024 FY2025
Cash from operations -$372.53M $92M $113.95M
Cash from investing -$83.72M -$58.78M -$93.12M
Cash from financing $0.683B $0.175B $1.51B
Net change in cash $0.227B $0.206B $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

ownership over time

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