Driehaus Capital Management’s Bloom Energy BE Stock Holding History

Driehaus Capital Management’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118M	Sell	390,259 -459,542	-54%	-$118M	0.68%	32
2026 Q1	$115M	Buy	849,801 +334,320	+65%	+$49.1M	0.85%	19
2025 Q4	$44.8M	Sell	515,481 -572,243	-53%	-$60.1M	0.3%	111
2025 Q3	$92M	Buy	+1,087,724	New	+$50.5M	0.66%	35
2025 Q2	–	Sell	-1,071,525	Closed	-$21.1M	–	426
2025 Q1	$21.1M	Buy	+1,071,525	New	+$25.6M	0.2%	150
2022 Q4	–	Sell	-319,408	Closed	-$6.38M	–	353
2022 Q3	$6.38M	Buy	+319,408	New	+$7.2M	0.1%	245
2021 Q2	–	Sell	-9,929	Closed	-$269K	–	437
2021 Q1	$269K	Sell	9,929 -1,083,854	-99%	-$35.3M	﹤0.01%	420
2020 Q4	$31.3M	Buy	1,093,783 +244,548	+29%	+$5.22M	0.51%	54
2020 Q3	$15.3M	Buy	+849,235	New	+$12.7M	0.31%	94
2019 Q2	–	Sell	-445,335	Closed	-$5.75M	–	473
2019 Q1	$5.75M	Buy	+445,335	New	+$5.44M	0.22%	128
2018 Q4	–	Sell	-124,287	Closed	-$4.24M	–	411
2018 Q3	$4.24M	Buy	+124,287	New	+$3.48M	0.13%	201

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Driehaus Capital Management's BE Position: Q2 2026 in Review

Driehaus Capital Management reduced its Bloom Energy (BE) stake by 54% in Q2 2026, selling an estimated $118M and leaving 390,259 shares worth $118M. The position accounts for 0.68% of the portfolio, ranked #32.

Driehaus Capital Management first reported a position in BE in Q3 2018 and has held it in 11 quarters since. 1,279 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Driehaus Capital Management held 390,259 shares of Bloom Energy worth $118M as of Q2 2026.
Driehaus Capital Management sold 459,542 Bloom Energy shares in Q2 2026, an estimated $118M.
Bloom Energy made up 0.68% of Driehaus Capital Management's portfolio in Q2 2026, its #32 holding.
Driehaus Capital Management first reported a position in Bloom Energy in Q3 2018 and has held it in 11 quarters since.
1,279 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Driehaus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.