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Ballard Power Systems Inc BLDP

US equityMarket cap rank #3503Electrical Equipment & PartsHydrogen Energy
$2.00 −$0.06 (-2.91%)
Pre-market · Oct 8, 9:00 am ET · After hours $2.00 0.00%
Open$2.05
Prev close$2.06
Day range$1.96 – $2.05
Volume2.88M
Market cap$702.18M
P/E (TTM)–
Dividend yield–

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership43.8%-11.47 pts vs. prior quarter
Institutions holding211+0 vs. prior quarter
Insider trades (recent)3 buys / 3 sellsBalanced
Short interest6.93% of floatDays to cover 6.4 · as of 15 Sep 2026
Short-sale volume share28.4%5-day average of daily volume

Short-sale volume as % of daily volume

15%25%35%45%Sep '26Sep '26Oct '26

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: +$289.1K (11 inflow days, 9 outflow days).

Net flow by order size, last 20 sessions

−$90.0KSuper+$379.1KBig−$37.8KMid−$1.0MSmall

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 23.3% of shares outstanding.

Largest holders

  • Weichai Power Co., Ltd.8.82%
  • BlackRock4.03%
  • Andrew Cunningham3.79%
  • Morgan Stanley3.53%
  • Two Sigma Investments, LP3.08%
  • D. E. Shaw & Co., L.P.2.79%
  • Legal & General Investment Management2.06%
  • Acadian Asset Management LLC1.28%

By investor type

  • Mutual Fund17.29%
  • Public Company13.60%
  • Hedge Fund10.23%
  • Individual/Insider3.94%
  • Private Company2.46%
  • Government Pension Fund0.18%
  • Family Office/Trust0.03%
  • Sovereign Wealth Fund0.01%

Reported short interest has fallen from 8.19% to 6.93% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).

Recent institutional activity

HolderTypePeriodShare changeNew stake
Andrew Cunningham Individual/Insider 2026/Q3 +13,308,363 3.8%
Acadian Asset Management LLC Mutual Fund 2026/Q3 +4,495,854 1.3%
Renaissance Technologies Corp. Hedge Fund 2026/Q3 +3,781,303 1.2%
Jane Street Group, LLC Private Company 2026/Q3 +2,112,603 0.8%
Hillsdale Investment Management Inc. Mutual Fund 2026/Q3 +1,692,500 0.5%
D. E. Shaw & Co., L.P. Hedge Fund 2026/Q3 +1,521,542 2.8%
SG Americas Securities, LLC Private Company 2026/Q3 +1,360,770 0.4%
Numeric Investors LLC Hedge Fund 2026/Q3 +1,190,069 0.3%
Teachers Insurance and Annuity Association-College Retirement Equities Fund Mutual Fund 2026/Q3 +1,045,012 0.3%
The Goldman Sachs Group, Inc. Public Company 2026/Q3 +967,371 0.3%
Voloridge Investment Management, LLC Hedge Fund 2026/Q3 +909,440 0.3%
Legal & General Investment Management Mutual Fund 2026/Q3 +827,698 2.1%
Trexquant Investment LP Hedge Fund 2026/Q3 +649,892 0.2%
Aquatic Capital Management LLC Hedge Fund 2026/Q3 +588,397 0.2%
Ohio Public Employees Retirement System Government Pension Fund 2026/Q3 +465,495 0.2%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

DateInsiderTitleTransactionSharesPriceHeld after
5 Jul 2026 Weichai Power Co., Ltd. Intent to Sell (Form 144) -15,000,000 $3.81 –
11 May 2026 Weichai Power Co., Ltd. Open Market Disposition -9,473,688 $4.22 39,252,826
7 May 2026 Weichai Power Co., Ltd. Intent to Sell (Form 144) -15,028,886 $4.31 –
8 Mar 2026 Jay Murray Former Acting Chief Financial Officer and Corporate Controller Derivative Exercise and Retained +1,966 $2.00 7,960
8 Mar 2026 Sarbjot Sidhu Senior VP and Chief People & Culture Officer Derivative Exercise and Retained +3,586 $2.00 39,111
8 Mar 2026 Lee Sweetland Director of Advanced Manufacturing Derivative Exercise and Retained +2,838 $2.00 35,079

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 dateShares short% of floatDays to cover
15 Sep 2026 20,900,393 6.9% 6.4
31 Aug 2026 19,162,596 6.4% 7.4
14 Aug 2026 18,061,841 6.0% 4.9
31 Jul 2026 16,558,574 5.5% 2.2
15 Jul 2026 25,762,152 8.5% 4.9
30 Jun 2026 24,683,785 8.2% 3.4

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