All companies
AI / Datacenter
Bloom Energy Corp.
BE · CUSIP 093712107
Held by
26 funds
Q1 2026
Total $ held
$13.6B
Q1 2026
Total shares
102.27M
across our funds
Insider net
+$0
net buying
Institutional holdings over time
Total shares held
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Number of funds holding
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Insider flow (Form 4 open-market)
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This quarter's moves· Q4 2025 → Q1 2026
| Fund | Bucket | Prev shares | Latest shares | Δ value | Action |
|---|---|---|---|---|---|
| Vanguard CM | Passive index | — | 23.59M | +$3.2B | New |
| Vanguard | Passive index | 20.85M | — | −$1.8B | Exit |
| Vanguard PM | Passive index | — | 12.83M | +$1.7B | New |
| BlackRock | Passive index | 24.16M | 25.06M | +$1.3B | Added |
| State Street | Passive index | 6.03M | 6.47M | +$353M | Added |
| Geode | Passive index | 5.28M | 5.95M | +$349M | Added |
| Two Sigma | Multi-manager | 1.94M | 3.55M | +$312M | Added |
| Vanguard FTC | Passive index | — | 1.77M | +$240M | New |
| DE Shaw | Multi-manager | 8.80M | 4.21M | −$194M | Trimmed |
| Fidelity | Active mutual fund | 2.12M | 2.75M | +$188M | Added |
| Whale Rock | Growth hedge fund | 1.34M | 1.65M | +$108M | Added |
| Capital World | Active mutual fund | 1.75M | 1.84M | +$97M | Added |
| Wellington | Active mutual fund | 2.36M | 2.07M | +$76M | Added |
| Renaissance | Multi-manager | 260K | 536K | +$50M | Added |
| Citadel | Multi-manager | 896K | 329K | −$33M | Trimmed |
| Point72 | Multi-manager | 378K | 45K | −$27M | Trimmed |
| Millennium | Multi-manager | 311K | 387K | +$25M | Added |
| Altimeter | Growth hedge fund | 261K | — | −$23M | Exit |
| Vanguard AM | Passive index | — | 113K | +$15M | New |
| Vanguard GA | Passive index | — | 109K | +$15M | New |
| Vanguard AU | Passive index | — | 104K | +$14M | New |
| Balyasny | Multi-manager | 62K | 124K | +$11M | Added |
| ExodusPoint | Multi-manager | 127K | 6K | −$10M | Trimmed |
| Light Street | Growth hedge fund | — | 51K | +$7M | New |
| Vanguard PIM | Passive index | — | 23K | +$3M | New |
| Discovery | Growth hedge fund | 25K | — | −$2M | Exit |
| Bridgewater | Macro / activist | 64K | 46K | +$626K | Added |
| T. Rowe Price | Active mutual fund | 1.17M | 2.17M | +$192K | Added |
Top holders (latest quarter)
| Fund | Bucket | Shares | Value |
|---|---|---|---|
| BlackRock | Passive index | 25.06M | $3.4B |
| Vanguard CM | Passive index | 23.59M | $3.2B |
| Vanguard PM | Passive index | 12.83M | $1.7B |
| Situational Awareness | AI / thematic | 6.49M | $879M |
| State Street | Passive index | 6.47M | $877M |
| Geode | Passive index | 5.95M | $811M |
| DE Shaw | Multi-manager | 4.21M | $570M |
| Two Sigma | Multi-manager | 3.55M | $481M |
| Fidelity | Active mutual fund | 2.75M | $373M |
| Wellington | Active mutual fund | 2.07M | $281M |
| Capital World | Active mutual fund | 1.84M | $249M |
| Vanguard FTC | Passive index | 1.77M | $240M |
| Whale Rock | Growth hedge fund | 1.65M | $224M |
| Renaissance | Multi-manager | 536K | $73M |
| Millennium | Multi-manager | 387K | $52M |
Options book — funds reporting puts or calls
| Fund · Q1 2026 | Puts | Calls | Net | Direction |
|---|---|---|---|---|
| Citadel | $445M | $515M | −$69M | Long delta |
| DE Shaw | $260M | $65M | +$195M | Short delta |