Stock thesis

Bloom Energy Corp.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

BLOOM ENERGY CORP (BE) is an energy, natural resources, or materials equity security tracked from 13F filings.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

6 tracked funds report BE in their latest available 13F, representing $1.1B of combined reported value on this page.

Counter-evidence

4 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

6 holders

Fund	Move	Read	Value	Weight
Situational Awareness largest tracked holder Q1 2026 · filed May 18, 2026 · SEC filing	−36%	reported share count decreased	$878,707,930	22.79%
Duquesne Family Office position history Q1 2026 · filed May 15, 2026 · SEC filing	−82%	reported share count decreased	$18,470,000	0.63%
Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing	−39%	reported share count decreased	$12,361,663	0.11%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

IV30 · daily