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Bloom Energy Corporation

BE Industrials
$89.58 $-5.4 (-5.69%)
Market Cap: $21.19 B
Gurus Holding
6
Popularity Rank
#1509
% of Shares Held
0.44%
Net Activity (Q3 2025)
+$49.49 M

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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $93.18 M.

Top institutional holders include Paul Tudor Jones and Jefferies Group.

Institutional sentiment is currently Bullish. This is evidenced by a $49.49 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 72.0%.

Portfolio Manager % Portfolio Activity Shares Value Period
Paul Tudor Jones Paul Tudor Jones
0.06% Add 3078.3% 396,267 $33.51 M Q3 2025
Jefferies Group Jefferies Group
0.14% Add 11191.7% 338,750 $28.65 M Q3 2025
Steven Cohen Steven Cohen
0.02% New Buy 140,592 $11.89 M Q3 2025
Cliff Asness Cliff Asness
0.01% Reduce -45.7% 104,866 $8.87 M Q3 2025
Ray Dalio Ray Dalio
0.02% Reduce -70.3% 55,723 $4.71 M Q3 2025
Joel Greenblatt Joel Greenblatt
0.00% Reduce -72.0% 4,002 $338,449 Q3 2025

Key Holders

Top 5 by Value

Paul Tudor Jones Paul Tudor Jones
$33.51 M
Jefferies Group Jefferies Group
$28.65 M
Steven Cohen Steven Cohen
$11.89 M
Cliff Asness Cliff Asness
$8.87 M
Ray Dalio Ray Dalio
$4.71 M

Top 5 by Conviction

Jefferies Group Jefferies Group
0.14%
Paul Tudor Jones Paul Tudor Jones
0.06%
Ray Dalio Ray Dalio
0.02%
Steven Cohen Steven Cohen
0.02%
Cliff Asness Cliff Asness
0.01%

Recent Activity Breakdown (Q3 2025)

+$72.74 M
Total Buy Value
New Buys 1
Additions 2
-$23.25 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Bloom Energy Corporation (BE)

Top Guru holders include Paul Tudor Jones ($33.51 M), Jefferies Group ($28.65 M), Steven Cohen ($11.89 M). Collectively, tracked Gurus hold 1.04 M shares.

Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $49.49 M, with 3 Gurus buying and 4 Gurus selling.

In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of BE completely. Total sell value was $23.25 M.

Yes, 1 Gurus opened new positions in BE, and 2 added to their existing holdings. Total buy value was $72.74 M.