BENYSEElectrical Industrial ApparatusFiscal year ends December 31
Bloom Energy Corp
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q/A on Jul 29, 2026
$226.22+4.91 (+2.22%)
Close on Oct 19, 2026
- Market cap
- $72.32B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
78.6%
232M of 295M shares
Institutional holders
1,278
389 new, 79 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 55 sales
Net sold $162.86M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Ameriprise Financial, Inc. | 18,231,962 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 17,011,609 | 6.00% | 13G (passive) amendment | Jun 30, 2026 |
| Jane Street Group, LLC | 14,874,272 | 5.10% | 13G (passive) | Jul 29, 2026 |
| D. E. Shaw & Co., L.P. | 12,449,304 | 5.30% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,442,336 | 6.26% | $5.58B | −6,618,470 | 0.08% |
| Ameriprise Financial Inc | 18,134,575 | 6.16% | $5.49B | −4,754,452 | 1.11% |
| Goldman Sachs Group Inc | 13,950,652 | 4.74% | $4.22B | +4,830,139 | 0.37% |
| Vanguard Portfolio Management LLC | 12,549,603 | 4.26% | $3.80B | −280,178 | 0.17% |
| Vanguard Capital Management LLC | 12,082,447 | 4.10% | $3.66B | +285,629 | 0.08% |
| JPMorgan Chase & Co | 8,085,893 | 2.75% | $2.22B | +6,365,170 | 0.12% |
| Morgan Stanley | 7,313,415 | 2.48% | $2.21B | −330,819 | 0.12% |
| State Street Corp | 6,315,431 | 2.14% | $1.91B | −158,186 | 0.06% |
| Situational Awareness LP | 6,272,808 | 2.13% | $1.90B | −212,600 | 9.38% |
| Value Aligned Research Advisors, LLC | 5,585,179 | 1.90% | $1.69B | +1,000,448 | 4.21% |
| Graticule Asia Macro Advisors LLC | 4,207,505 | 1.43% | $1.27B | −335,700 | 95.51% |
| Jane Street Group, LLC | 4,168,454 | 1.42% | $1.26B | −753,837 | 0.10% |
| D. E. Shaw & Co., Inc. | 4,158,295 | 1.41% | $1.26B | −51,162 | 0.60% |
| Geode Capital Management, LLC | 3,793,446 | 1.29% | $1.15B | −2,153,630 | 0.06% |
| Norges Bank | 3,297,042 | 1.12% | $998.01M | New | 0.10% |
| Sands Capital Management, LLC | 2,926,558 | 0.99% | $885.87M | +1,147,520 | 3.29% |
| Jennison Associates LLC | 2,554,512 | 0.87% | $773.25M | −132,517 | 0.46% |
| Millennium Management LLC | 2,522,461 | 0.86% | $763.55M | +2,135,300 | 0.28% |
| Capital World Investors | 2,343,758 | 0.80% | $709.46M | +504,924 | 0.08% |
| Franklin Resources Inc | 2,103,658 | 0.71% | $636.78M | −652,346 | 0.14% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,278 | 232M | 78.6% | 389 / 411 | 387 / 79 | 42M | 45M |
| Q1 2026 | 984 | 241M | 81.8% | 288 / 344 | 272 / 93 | 70M | 45M |
| Q4 2025 | 799 | 237M | 80.5% | 292 / 243 | 211 / 79 | 58M | 42M |
| Q3 2025 | 600 | 221M | 75.2% | 262 / 143 | 145 / 46 | 64M | 53M |
| Q2 2025 | 386 | 210M | 71.3% | 83 / 130 | 121 / 63 | 37M | 34M |
| Q1 2025 | 369 | 207M | 70.2% | 68 / 137 | 115 / 65 | 34M | 15M |
| Q4 2024 | 370 | 190M | 64.5% | 113 / 96 | 105 / 55 | 37M | 35M |
| Q3 2024 | 316 | 188M | 63.8% | 54 / 104 | 95 / 49 | 28M | 19M |
| Q2 2024 | 315 | 194M | 65.9% | 69 / 96 | 89 / 43 | 34M | 29M |
| Q1 2024 | 291 | 190M | 64.4% | 44 / 98 | 89 / 51 | 27M | 22M |
| Q4 2023 | 300 | 184M | 62.6% | 44 / 96 | 100 / 53 | 39M | 19M |
| Q3 2023 | 311 | 164M | 55.6% | 41 / 117 | 77 / 37 | 18M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | 10,123,905 | 3.44% | $2.89B | 10.24% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 8,578,620 | 2.91% | $2.60B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 5,855,157 | 1.99% | $1.77B | 0.79% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 3,043,815 | 1.03% | $921.36M | 0.24% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,000,850 | 1.02% | $908.36M | 0.93% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 2,417,080 | 0.82% | $731.65M | 0.60% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 2,069,814 | 0.70% | $626.53M | 1.80% | Jun 30, 2026 |
| Franklin Dynatech Fund | 1,800,000 | 0.61% | $544.86M | 1.80% | Jun 30, 2026 |
| Columbia Seligman Global Technology Fund | 1,737,847 | 0.59% | $357.67M | 8.02% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 1,616,379 | 0.55% | $489.28M | 0.52% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,331,350 | 0.45% | $379.43M | 0.89% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 1,123,620 | 0.38% | $320.23M | 1.83% | May 31, 2026 |
| iShares Russell 1000 Growth ETF | 1,025,044 | 0.35% | $310.28M | 0.24% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 975,860 | 0.33% | $295.39M | 4.78% | Jun 30, 2026 |
| iShares MSCI USA Momentum Factor ETF | 809,366 | 0.27% | $166.58M | 0.66% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| KR Sridhar | Chairman & CEO, Director | 8,126,016 | 2.76% | Sep 3, 2026 |
| Aman Joshi | Chief Commercial Officer | 331,237 | 0.11% | Sep 18, 2026 |
| Maciej Kurzymski | Chief Accounting Officer | 159,336 | 0.05% | Sep 18, 2026 |
| Satish Chitoori | Chief Operations Officer | 412,748 | 0.14% | Sep 18, 2026 |
| Shawn Marie Soderberg | See Remarks | 945,069 | 0.32% | Sep 18, 2026 |
| Simon Stephen Edwards | Chief Financial Officer | 35,000 | 0.01% | Aug 31, 2026 |
| Jeffrey R. Immelt | Director | 432,401 | 0.15% | Aug 18, 2026 |
| John T. Chambers | Director | 779,440 | 0.26% | Aug 14, 2026 |
| Cynthia J. Warner | Director | 69,714 | 0.02% | Jul 2, 2026 |
| Jim H. Snabe | Director | 1,463 | 0.00% | May 26, 2026 |
| Michael J. Boskin | Director | 102,898 | 0.03% | May 26, 2026 |
| Eddy Zervigon | Director | 83,101 | 0.03% | May 26, 2026 |
| Mary K. Bush | Director | 106,087 | 0.04% | May 26, 2026 |
| Barbara J. Burger | Director | 38,940 | 0.01% | May 26, 2026 |
| Gary S. Pinkus | Director | 15,089 | 0.01% | May 26, 2026 |
| SK ecoplant Co., Ltd. | 10% owner | 23,491,701 | 7.98% | Jul 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Shawn Marie Soderberg See Remarks | Sep 16, 2026 | Sale(10b5-1 plan) | −2,870 | $270.07 | $775.10K | 126,500 |
| Satish Chitoori Chief Operations Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −2,870 | $270.06 | $775.07K | 202,494 |
| Maciej Kurzymski Chief Accounting Officer | Sep 16, 2026 | Sale | −2,295 | $268.42 | $616.02K | 77,391 |
| Aman Joshi Chief Commercial Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −3,601 | $269.94 | $972.05K | 155,529 |
| KR Sridhar Chairman & CEO, Director | Sep 1, 2026 | Option exercise | +9,688 | $30.96 | $299.94K | 2,291,508 |
| KR Sridhar Chairman & CEO, Director | Aug 31, 2026 | Gift | −300,000 | – | – | 2,281,820 |
| Simon Stephen Edwards Chief Financial Officer | Aug 27, 2026 | Award | +15,000 | – | – | 25,000 |
| Jeffrey R. Immelt Director | Aug 17, 2026 | Sale(10b5-1 plan) | −30,000 | $238.91 | $7.17M | 201,243 |
| Aman Joshi Chief Commercial Officer | Aug 14, 2026 | Sale(10b5-1 plan) | −4,677 | $241.75 | $1.13M | 159,130 |
| Satish Chitoori Chief Operations Officer | Aug 14, 2026 | Sale(10b5-1 plan) | −2,053 | $241.64 | $496.09K | 205,364 |
| Shawn Marie Soderberg See Remarks | Aug 14, 2026 | Sale | −2,895 | $233.60 | $676.27K | 129,370 |
| John T. Chambers Director | Aug 13, 2026 | Sale(10b5-1 plan) | −15,000 | $250.00 | $3.75M | 208,333 |
| John T. Chambers Director | Aug 3, 2026 | Sale(10b5-1 plan) | −15,000 | $205.58 | $3.08M | 223,333 |
| Aman Joshi Chief Commercial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −8,343 | $300.37 | $2.51M | 163,807 |
| Cynthia J. Warner Director | Jun 30, 2026 | Award | +76 | $302.70 | $23.01K | 34,895 |
| Jeffrey R. Immelt Director | Jun 30, 2026 | Award | +85 | $302.70 | $25.73K | 231,243 |
| Aman Joshi Chief Commercial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −3,558 | $289.14 | $1.03M | 172,150 |
| Shawn Marie Soderberg See Remarks | Jun 16, 2026 | Sale | −2,842 | $288.63 | $820.29K | 132,265 |
| Maciej Kurzymski Chief Accounting Officer | Jun 16, 2026 | Sale | −2,259 | $288.62 | $651.99K | 79,686 |
| Satish Chitoori Chief Operations Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −2,837 | $289.11 | $820.21K | 207,417 |
| John T. Chambers Director | May 28, 2026 | Sale(10b5-1 plan) | −55,000 | $297.69 | $16.37M | 238,333 |
| Eddy Zervigon Director | May 21, 2026 | Award | +1,063 | – | – | 72,101 |
| Mary K. Bush Director | May 21, 2026 | Award | +1,063 | – | – | 106,087 |
| John T. Chambers Director | May 21, 2026 | Award | +1,063 | – | – | 138,887 |
| Michael J. Boskin Director | May 21, 2026 | Award | +1,063 | – | – | 102,898 |
| Gary S. Pinkus Director | May 21, 2026 | Award | +1,063 | – | – | 15,089 |
| Jeffrey R. Immelt Director | May 21, 2026 | Award | +1,417 | – | – | 231,158 |
| Jim H. Snabe Director | May 21, 2026 | Award | +1,063 | – | – | 1,463 |
| Cynthia J. Warner Director | May 21, 2026 | Award | +1,063 | – | – | 34,819 |
| Barbara J. Burger Director | May 21, 2026 | Award | +1,063 | – | – | 38,940 |
| Simon Stephen Edwards Chief Financial Officer | May 20, 2026 | Award | +10,000 | – | – | 10,000 |
| KR Sridhar Chairman & CEO, Director | May 19, 2026 | Option exercise | +80,000 | – | – | 2,569,869 |
| Shawn Marie Soderberg See Remarks | May 18, 2026 | Sale(10b5-1 plan) | −2,746 | $259.42 | $712.37K | 135,107 |
| Aman Joshi Chief Commercial Officer | May 14, 2026 | Sale(10b5-1 plan) | −4,813 | $288.20 | $1.39M | 175,708 |
| Mary K. Bush Director | May 14, 2026 | Gift | −3,500 | – | – | 105,024 |
| Shawn Marie Soderberg See Remarks | May 14, 2026 | Sale(10b5-1 plan) | −2,879 | $288.10 | $829.44K | 137,853 |
| Satish Chitoori Chief Operations Officer | May 14, 2026 | Sale(10b5-1 plan) | −2,111 | $288.24 | $608.47K | 210,254 |
| Maciej Kurzymski Chief Accounting Officer | May 13, 2026 | Sale | −6,229 | $293.36 | $1.83M | 81,945 |
| Mary K. Bush Director | May 7, 2026 | Sale | −25,000 | $266.96 | $6.67M | 108,524 |
| Shawn Marie Soderberg See Remarks | Apr 29, 2026 | Sale(10b5-1 plan) | −35,000 | $279.00 | $9.77M | 341,731 |
| Shawn Marie Soderberg See Remarks | Apr 15, 2026 | Sale(10b5-1 plan) | −25,000 | $225.13 | $5.63M | 140,732 |
| Shawn Marie Soderberg See Remarks | Apr 14, 2026 | Sale(10b5-1 plan) | −30,000 | $204.23 | $6.13M | 165,732 |
| Satish Chitoori Chief Operations Officer | Apr 14, 2026 | Sale(10b5-1 plan) | −20,000 | $204.23 | $4.08M | 212,365 |
| Aman Joshi Chief Commercial Officer | Apr 1, 2026 | Sale(10b5-1 plan) | −10,000 | $135.88 | $1.36M | 180,521 |
| Jeffrey R. Immelt Director | Mar 31, 2026 | Award | +212 | $135.49 | $28.72K | 229,741 |
| Cynthia J. Warner Director | Mar 31, 2026 | Award | +166 | $135.49 | $22.49K | 33,756 |
| Maciej Kurzymski Chief Accounting Officer | Mar 24, 2026 | Award | +3,880 | – | – | 88,174 |
| Shawn Marie Soderberg See Remarks | Mar 19, 2026 | Sale(10b5-1 plan) | −15,410 | $150.47 | $2.32M | 195,732 |
| Shawn Marie Soderberg See Remarks | Mar 17, 2026 | Sale(10b5-1 plan) | −13,074 | $153.44 | $2.01M | 211,142 |
| Aman Joshi Chief Commercial Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −19,944 | $154.85 | $3.09M | 190,521 |
| Shawn Marie Soderberg See Remarks | Mar 16, 2026 | Sale(10b5-1 plan) | −13,901 | $152.59 | $2.12M | 240,122 |
| Shawn Marie Soderberg See Remarks | Mar 16, 2026 | Sale(10b5-1 plan) | −15,906 | $154.82 | $2.46M | 224,216 |
| Maciej Kurzymski See Remarks | Mar 16, 2026 | Sale | −7,800 | $151.85 | $1.18M | 84,294 |
| Satish Chitoori Chief Operations Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −3,042 | $152.59 | $464.18K | 248,287 |
| Satish Chitoori Chief Operations Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −15,922 | $154.81 | $2.46M | 232,365 |
| Shawn Marie Soderberg See Remarks | Mar 15, 2026 | Award | +26,975 | – | – | 254,023 |
| Satish Chitoori Chief Operations Officer | Mar 15, 2026 | Award | +5,903 | – | – | 251,329 |
| KR Sridhar Chairman & CEO, Director | Feb 27, 2026 | Award | +300,000 | – | – | 2,489,869 |
| Gary S. Pinkus Director | Feb 27, 2026 | Sale | −1,250 | $165.80 | $207.25K | 4,149 |
| Satish Chitoori Chief Operations Officer | Feb 25, 2026 | Award | +15,409 | – | – | 245,426 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Joshi Aman Officer | Oct 1, 2026 | 8,437 | $2.34M | Oct 1, 2026 | Restricted Stock Units |
| Kurzymski Maciej Officer | Sep 16, 2026 | 2,295 | $616.03K | Sep 16, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Joshi Aman Officer | Sep 16, 2026 | 3,601 | $933.92K | Sep 16, 2026 | Restricted Stock Units |
| Chitoori Satish Officer | Sep 16, 2026 | 2,870 | $744.33K | Sep 16, 2026 | Restricted Stock Units |
| Soderberg Shawn Officer | Sep 16, 2026 | 2,870 | $744.33K | Sep 16, 2026 | Restricted Stock Units |
| Jeffrey R. Immelt Director | Aug 17, 2026 | 30,000 | $7.17M | Aug 17, 2026 | OPEN MARKET |
| M. Soderberg Shawn Officer | Aug 14, 2026 | 2,895 | $676.29K | Aug 14, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Joshi Aman Officer | Aug 14, 2026 | 4,677 | $1.10M | Aug 14, 2026 | Restricted Stock Units |
| Chitoori Satish Officer | Aug 14, 2026 | 2,053 | $484.96K | Aug 14, 2026 | Restricted Stock Units |
| Jc2 Investments, Llc Director | Aug 13, 2026 | 15,000 | $3.56M | Aug 13, 2026 | Open Market Purchase |
| Jc2 Investments, Llc Director | Aug 3, 2026 | 15,000 | $3.09M | Aug 3, 2026 | Open Market Purchase |
| Joshi Aman Officer | Jul 1, 2026 | 8,343 | $2.53M | Jul 1, 2026 | Restricted Stock Units |
| Chitoori Satish Officer | Jun 16, 2026 | 2,837 | $778.76K | Jun 16, 2026 | Restricted Stock Units |
| Joshi Aman Officer | Jun 16, 2026 | 3,558 | $976.67K | Jun 16, 2026 | Restricted Stock Units |
| Kurzymski Maciej Officer | Jun 16, 2026 | 2,259 | $652.00K | Jun 16, 2026 | Restricted Stock Vesting Under a Registered Plan |