Bloom Energy BE
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: +$133.72M (10 inflow days, 10 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 27.8% of shares outstanding.
Largest holders
By investor type
Reported short interest has fallen from 6.91% to 5.84% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Jane Street Group, LLC | Private Company | 2026/Q3 | +10,705,818 | 5.0% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +5,019,171 | 4.5% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +4,670,003 | 1.8% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +2,387,171 | 1.0% |
| Hudson River Trading LLC | Private Company | 2026/Q3 | +1,983,519 | 0.7% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +1,686,030 | 0.9% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +1,472,140 | 0.5% |
| Sands Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,147,520 | 1.0% |
| Value Aligned Research Advisors, LLC | Mutual Fund | 2026/Q3 | +1,000,448 | 1.9% |
| California Public Employees' Retirement System | Government Pension Fund | 2026/Q3 | +967,052 | 0.5% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +810,002 | 0.5% |
| National Bank Investments Inc. | Mutual Fund | 2026/Q3 | +656,112 | 0.3% |
| Wells Fargo & Company | Public Company | 2026/Q3 | +650,054 | 0.7% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +642,402 | 0.2% |
| Life Cycle Investment Partners Limited | Mutual Fund | 2026/Q3 | +601,090 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 30 Sep 2026 | Aman Joshi | Executive Vice President | Automatic Disposition | -8,437 | $277.17 | 27,412 |
| 29 Sep 2026 | Jeffrey Immelt | Lead Independent Director | Other Acquisition | +81 | $276.98 | 75,615 |
| 29 Sep 2026 | Cynthia Warner | Independent Director | Other Acquisition | +83 | $276.98 | 34,978 |
| 15 Sep 2026 | Shawn Soderberg | Executive Vice President | Automatic Disposition | -2,870 | $270.07 | 409,330 |
| 15 Sep 2026 | Satish Chitoori | Chief Operating Officer | Automatic Disposition | -2,870 | $270.06 | 202,494 |
| 15 Sep 2026 | Aman Joshi | Executive Vice President | Open Market Disposition | -3,601 | $269.94 | 35,849 |
| 15 Sep 2026 | Maciej Kurzymski | VP, Acting Principal Financial Officer & Chief Accounting Officer | Open Market Disposition | -2,295 | $268.42 | 77,391 |
| 31 Aug 2026 | K. Sridhar | Chairperson & CEO | Derivative Exercise and Retained | +9,688 | $30.96 | 3,578,180 |
| 30 Aug 2026 | K. Sridhar | Chairperson & CEO | Other Disposition | -300,000 | – | 3,578,180 |
| 26 Aug 2026 | Simon Edwards | Chief Financial Officer | Other Acquisition | +15,000 | – | 25,000 |
| 16 Aug 2026 | Jeffrey Immelt | Lead Independent Director | Automatic Disposition | -30,000 | $238.91 | 125,709 |
| 13 Aug 2026 | Shawn Soderberg | Executive Vice President | Open Market Disposition | -2,895 | $233.60 | 406,329 |
| 13 Aug 2026 | Satish Chitoori | Chief Operating Officer | Automatic Disposition | -2,053 | $241.64 | 205,364 |
| 13 Aug 2026 | Aman Joshi | Executive Vice President | Automatic Disposition | -4,677 | $241.75 | 30,075 |
| 12 Aug 2026 | John Chambers | Independent Director | Automatic Disposition | -15,000 | $250.00 | 346,157 |
| 2 Aug 2026 | John Chambers | Independent Director | Automatic Disposition | -15,000 | $205.58 | 361,157 |
| 30 Jun 2026 | Aman Joshi | Executive Vice President | Automatic Disposition | -8,343 | $300.37 | 27,413 |
| 29 Jun 2026 | Jeffrey Immelt | Lead Independent Director | Other Acquisition | +85 | $302.70 | 75,534 |
| 29 Jun 2026 | Cynthia Warner | Independent Director | Other Acquisition | +76 | $302.70 | 34,895 |
| 15 Jun 2026 | Shawn Soderberg | Executive Vice President | Open Market Disposition | -2,842 | $288.63 | 403,599 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 17,191,709 | 5.8% | 1.3 |
| 30 Sep 2026 | 20,982,242 | 7.1% | 1.0 |
| 15 Sep 2026 | 18,994,065 | 6.4% | 1.3 |
| 31 Aug 2026 | 19,210,585 | 6.5% | 1.6 |
| 14 Aug 2026 | 18,260,304 | 6.2% | 1.4 |
| 31 Jul 2026 | 20,361,513 | 6.9% | 1.0 |
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