Jacobs Levy Equity Management’s Bloom Energy BE Stock Holding History

Jacobs Levy Equity 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	$1.13M	Buy	+3,738	New	+$958K	﹤0.01%	688
2020 Q4	–	Sell	-27,015	Closed	-$485K	–	1018
2020 Q3	$485K	Sell	27,015 -600	-2%	-$8.96K	0.01%	797
2020 Q2	$300K	Hold	27,615	–	–	﹤0.01%	887
2020 Q1	$144K	Hold	27,615	–	–	﹤0.01%	928
2019 Q4	$206K	Sell	27,615 -169,765	-86%	-$823K	﹤0.01%	934
2019 Q3	$641K	Buy	+197,380	New	+$1.48M	0.01%	685

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

Jacobs Levy Equity Management's BE Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in Bloom Energy (BE) in Q2 2026: 3,738 shares worth $1.13M. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in BE as recently as Q3 2020.

Jacobs Levy Equity Management first reported a position in BE in Q3 2019 and has held it in 6 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Jacobs Levy Equity Management held 3,738 shares of Bloom Energy worth $1.13M as of Q2 2026.
Bloom Energy was a new Jacobs Levy Equity Management position in Q2 2026.
Bloom Energy made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #688 holding.
Jacobs Levy Equity Management first reported a position in Bloom Energy in Q3 2019 and has held it in 6 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.