Guru Ownership Trend
Guru Analysis for Bloom Energy Corporation (BE)
Bloom Energy Corporation (BE), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $252.08 M.
Top institutional holders include Stanley Druckenmiller and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $51.2 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 100.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Bloom Energy Corporation (BE)
Major holders include Stanley Druckenmiller ($64.35 M), Steven Cohen ($32.83 M), Renaissance Technologies ($22.61 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.62 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $51.2 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited BE. The total reported sell value was $62.98 M.
Yes, 2 managers opened new positions in BE, and 4 increased their existing holdings. The total reported buy value was $114.18 M.
