BLOOM ENERGY CORP- A (BE) Stock Institutional Trading Activity
BLOOM ENERGY CORP- A (BE) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Polen Capital Management, Torray Fund, First Eagle U.S. Value, and ValueAct Holdings. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
Explore more:
- BLOOM ENERGY CORP- A (BE) stock institutional ownership
- BLOOM ENERGY CORP- A (BE) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | Polen Capital Management | Sell | -55,956 | 75,434 | $6,554,460 |
| Q4 2025 | Renaissance Technologies LLC | Buy | 86,400 | 260,200 | $22,608,778 |
| Q3 2025 | Torray Fund | Sell | -32,689 | 36,631 | $3,097,884 |
| Q3 2025 | Polen Capital Management | Buy | 63,074 | 131,390 | $11,111,652 |
| Q2 2025 | Torray Fund | Buy | 23,351 | 69,320 | $1,658,134 |
| Q2 2025 | Polen Capital Management | Buy | 68,316 | 68,316 | $1,634,119 |
| Q1 2025 | Torray Fund | Buy | 45,969 | 45,969 | $903,751 |
| Q1 2025 | Renaissance Technologies LLC | Buy | 62,300 | 173,800 | $3,416,908 |
| Q1 2024 | Renaissance Technologies LLC | Buy | 88,900 | 111,500 | $1,253 |
| Q2 2023 | Renaissance Technologies LLC | Sell | -89,060 | 22,600 | $370 |
| Q1 2023 | Renaissance Technologies LLC | Buy | 101,660 | 111,660 | $2,225 |
| Q2 2022 | Renaissance Technologies LLC | Buy | 1,600 | 10,000 | $165 |
| Q1 2022 | Renaissance Technologies LLC | Sell | -187,059 | 8,400 | $203 |
| Q4 2021 | Renaissance Technologies LLC | Sell | -133,141 | 195,459 | $4,286 |
| Q2 2021 | Renaissance Technologies LLC | Sell | -860,500 | 328,600 | $8,829 |
| Q1 2021 | Renaissance Technologies LLC | Sell | -2,517,553 | 1,189,100 | $32,165 |
| Q3 2020 | Renaissance Technologies LLC | Sell | -1,833,100 | 3,706,653 | $66,609 |
| Q2 2020 | Renaissance Technologies LLC | Sell | -508,100 | 5,539,753 | $60,273 |
| Q1 2020 | Renaissance Technologies LLC | Buy | 2,324,500 | 6,047,853 | $31,630 |
| Q4 2019 | First Eagle U.S. Value | Sell | -38,000 | 354,500 | $2,648 |
| Q4 2019 | Renaissance Technologies LLC | Buy | 3,221,588 | 3,723,353 | $27,813 |
| Q3 2019 | First Eagle U.S. Value | Buy | 392,500 | 392,500 | $1,276 |
| Q3 2019 | Renaissance Technologies LLC | Buy | 501,765 | 501,765 | $1,631 |
| Q4 2018 | ValueAct Holdings | Buy | 250,000 | 250,000 | $4,491 |
Frequently asked questions about BE activity
Which institutional owners are buying BE?
Institutional owners buying BE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BE activity?
"Buy" means an investor increased their reported position in BE compared to the prior reporting period. This reflects growing exposure to BLOOM ENERGY CORP- A (BE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BE increasing?
Institutional interest in BE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.