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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.21 B.
Top institutional holders include Frank Sands and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $595.47 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 580.4%. Conversely, Ray Dalio reduced exposure by 38.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Bloom Energy Corporation (BE)
Major holders include Frank Sands ($885.87 M), Renaissance Technologies (RenTech) ($204.53 M), Cliff Asness ($146.86 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.77 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $595.47 M, with 9 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 $23.78 M.
Yes, 2 managers opened new positions in BE, and 7 increased their existing holdings. The total reported buy value was $619.24 M.
