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 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 $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Driehaus Capital Management's BE Position: Q1 2026 in Review

Driehaus Capital Management increased its Bloom Energy (BE) stake by 65% in Q1 2026, buying an estimated $49.1M and bringing the position to 849,801 shares worth $115M. The position accounts for 0.85% of the portfolio, ranked #19.

Driehaus Capital Management first reported a position in BE in Q3 2018 and has held it in 10 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Driehaus Capital Management held 849,801 shares of Bloom Energy worth $115M as of Q1 2026.
Driehaus Capital Management bought 334,320 Bloom Energy shares in Q1 2026, an estimated $49.1M.
Bloom Energy made up 0.85% of Driehaus Capital Management's portfolio in Q1 2026, its #19 holding.
Driehaus Capital Management first reported a position in Bloom Energy in Q3 2018 and has held it in 10 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Driehaus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.