Bloom Energy: which funds bought and sold

Institutions that bought and sold Bloom Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 778 institutions that filed 13F reports for both quarters added to or opened positions in Bloom Energy, and 465 cut or closed them. Together they sold a net 6.4M shares, −2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.1M shares (−10.1%); index fund managers were net sellers of 10.1M shares (−14.7%). 370 opened a new position and 79 sold out entirely.

Bought, Q2 2026 778 institutions, 370 of them new holders Sold, Q2 2026 465 institutions, 79 of them sold out

Net change, all compared −6.4M shares (−2.8%)

Net change, active managers −5.1M shares (−10.1%), 52 bought, 56 sold

Buyers versus sellers

institutions compared, 1,331

778 bought 88 465 sold

Active managers and hedge funds 52 bought · 56 sold · −5.1M

Index fund managers 2 bought · 9 sold · −10.1M

Other institutions 724 bought · 400 sold · +8.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	+6.4M +369.9%	8.1M	$2.2B
Goldman Sachs Group Inc	+4.8M +53.0%	14.0M	$4.2B
Millennium Management LLC Hedge fund	+2.1M +551.5%	2.5M	$764M
HRT Financial LP	+2.0M New position	2.0M	$600M
Qube Research & Technologies Ltd Hedge fund	+1.5M New position	1.5M	$446M
Sands Capital Management, LLC Active manager	+1.1M +64.5%	2.9M	$886M
Value Aligned Research Advisors, LLC	+1.0M +21.8%	5.6M	$1.7B
California Public Employees Retirement System	+967K +239.9%	1.4M	$415M
Susquehanna International Group, LLP	+860K +177.9%	1.3M	$406M
National Bank Of Canada	+656K +417.2%	813K	$246M
Wells Fargo & Company	+650K +48.0%	2.0M	$607M
Arrowstreet Capital, Limited Partnership Hedge fund	+642K +1081.7%	702K	$212M
Life Cycle Investment Partners Ltd	+601K New position	601K	$182M
Marshall Wace, LLP Hedge fund	+587K +56.9%	1.6M	$490M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+583K +78.3%	1.3M	$402M
Capital World Investors Active manager	+505K +27.5%	2.3M	$709M
SG Americas Securities, LLC	+496K +272.3%	678K	$205M
Jain Global LLC Hedge fund	+475K New position	475K	$144M
Assenagon Asset Management S.A.	+473K +6896.6%	480K	$145M
Heard Capital LLC	+449K New position	449K	$136M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+2.1M +551.5%	2.5M	$764M
Qube Research & Technologies Ltd Hedge fund	+1.5M New position	1.5M	$446M
Sands Capital Management, LLC Active manager	+1.1M +64.5%	2.9M	$886M
Arrowstreet Capital, Limited Partnership Hedge fund	+642K +1081.7%	702K	$212M
Marshall Wace, LLP Hedge fund	+587K +56.9%	1.6M	$490M
Capital World Investors Active manager	+505K +27.5%	2.3M	$709M
Jain Global LLC Hedge fund	+475K New position	475K	$144M
Squarepoint Ops LLC Hedge fund	+434K +1657.0%	460K	$139M
Citadel Advisors LLC Hedge fund	+321K +97.5%	650K	$197M
AQR Capital Management LLC Hedge fund	+313K +169.7%	498K	$147M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−6.6M −26.4%	18.4M	$5.6B
Ameriprise Financial Inc	−4.8M −20.8%	18.1M	$5.5B
Geode Capital Management, LLC Index funds	−2.2M −36.2%	3.8M	$1.2B
Wellington Management Group LLP Active manager	−1.8M −87.1%	268K	$81.2M
Alliancebernstein L.P. Active manager	−1.6M −82.4%	338K	$45.8M
Two Sigma Investments, LP Hedge fund	−1.5M −43.2%	2.0M	$610M
Price T Rowe Associates Inc Active manager	−1.3M −59.3%	881K	$267M
Westfield Capital Management Co LP Active manager	−1.2M −99.1%	11K	$3.2M
Clearbridge Investments, LLC Active manager	−1.1M −80.4%	270K	$81.7M
Fuller & Thaler Asset Management, Inc.	−819K −35.6%	1.5M	$448M
FMR LLC Active manager	−776K −28.2%	2.0M	$598M
Jane Street Group, LLC	−754K −15.3%	4.2M	$1.3B
Nuveen, LLC	−705K −48.5%	748K	$226M
Neuberger Berman Group LLC Active manager	−685K −62.2%	416K	$125M
Australiansuper Pty Ltd	−667K −92.3%	55K	$16.8M
Franklin Resources Inc Active manager	−652K −23.7%	2.1M	$637M
Northern Trust Corp Index funds	−631K −28.3%	1.6M	$484M
Emerald Advisers, LLC	−534K −98.6%	7,816	$2.4M
Bank Of Montreal	−515K −58.7%	363K	$110M
Massachusetts Financial Services Co Active manager	−476K −70.9%	195K	$59.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−1.8M −87.1%	268K	$81.2M
Alliancebernstein L.P. Active manager	−1.6M −82.4%	338K	$45.8M
Two Sigma Investments, LP Hedge fund	−1.5M −43.2%	2.0M	$610M
Price T Rowe Associates Inc Active manager	−1.3M −59.3%	881K	$267M
Westfield Capital Management Co LP Active manager	−1.2M −99.1%	11K	$3.2M
Clearbridge Investments, LLC Active manager	−1.1M −80.4%	270K	$81.7M
FMR LLC Active manager	−776K −28.2%	2.0M	$598M
Neuberger Berman Group LLC Active manager	−685K −62.2%	416K	$125M
Franklin Resources Inc Active manager	−652K −23.7%	2.1M	$637M
Massachusetts Financial Services Co Active manager	−476K −70.9%	195K	$59.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
HRT Financial LP	2.0M	$600M
Qube Research & Technologies LtdHedge fund	1.5M	$446M
Life Cycle Investment Partners Ltd	601K	$182M
Jain Global LLCHedge fund	475K	$144M
Heard Capital LLC	449K	$136M
Avala Global LPHedge fund	283K	$85.7M
Catalyst Funds Management Pty Ltd	234K	$70.9M
Steadfast Capital Management LPHedge fund	212K	$64.1M
APG Asset Management N.V.	206K	$54.5M
Pfa Pension, Forsikringsaktieselskab	161K	$48.7M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
William Blair Investment Management, LLCActive manager	318K	$43M
MKP Capital Management, L.L.C.Hedge fund	307K	$41.6M
Duquesne Family Office LLCHedge fund	136K	$18.5M
Nishkama Capital, LLC	93K	$12.5M
Xn LP	90K	$12.2M
Ghisallo Capital Management LLCHedge fund	90K	$12.2M
Metavasi Capital LP	58K	$7.9M
Ananym Capital Management, LP	54K	$7.3M
Centerbook Partners LPHedge fund	45K	$6.1M
Eschler Asset Management LLP	35K	$4.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,273
Ten largest holders: 47.1%
Index fund managers: 25.3%
Active managers and hedge funds: 19.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	52	56	19	6	−5.1M	−10.1%
Index fund managers	2	9	0	0	−10.1M	−14.7%
Other institutions	724	400	351	73	+8.8M	+7.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Bloom Energy.

Only managers that filed a holdings report for both quarters are compared (1,331 here). 41 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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