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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $835.12 M.
Top institutional holders include Frank Sands and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $170.95 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 88.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Bloom Energy Corporation (BE)
Major holders include Frank Sands ($241.04 M), Renaissance Technologies (RenTech) ($72.61 M), Cliff Asness ($23.87 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.87 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $170.95 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BE. The total reported sell value was $133.61 M.
Yes, 3 managers opened new positions in BE, and 3 increased their existing holdings. The total reported buy value was $304.56 M.
