Jeff Yass’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $406M | Buy |
1,342,797
+859,549
| +178% | +$220M | 0.03% | 363 |
|
|
2026
Q1 | $65.5M | Sell |
483,248
-194,865
| -29% | -$28.6M | 0.01% | 1088 |
|
|
2025
Q4 | $58.9M | Buy |
678,113
+427,060
| +170% | +$44.9M | 0.01% | 1228 |
|
|
2025
Q3 | $21.2M | Sell |
251,053
-1,282,532
| -84% | -$59.6M | ﹤0.01% | 2141 |
|
|
2025
Q2 | $36.7M | Buy |
1,533,585
+1,170,000
| +322% | +$22.7M | 0.01% | 1413 |
|
|
2025
Q1 | $7.15M | Buy |
363,585
+28,014
| +8% | +$669K | ﹤0.01% | 3001 |
|
|
2024
Q4 | $7.45M | Sell |
335,571
-266,270
| -44% | -$4.67M | ﹤0.01% | 3022 |
|
|
2024
Q3 | $6.36M | Buy |
601,841
+442,477
| +278% | +$5.25M | ﹤0.01% | 3215 |
|
|
2024
Q2 | $1.95M | Buy |
159,364
+16,912
| +12% | +$216K | ﹤0.01% | 5149 |
|
|
2024
Q1 | $1.6M | Sell |
142,452
-59,953
| -30% | -$659K | ﹤0.01% | 5847 |
|
|
2023
Q4 | $3M | Sell |
202,405
-68,509
| -25% | -$857K | ﹤0.01% | 4578 |
|
|
2023
Q3 | $3.59M | Buy |
270,914
+138,160
| +104% | +$2.17M | ﹤0.01% | 4078 |
|
|
2023
Q2 | $2.17M | Sell |
132,754
-137,003
| -51% | -$2.21M | ﹤0.01% | 4981 |
|
|
2023
Q1 | $5.38M | Buy |
269,757
+125,499
| +87% | +$2.75M | ﹤0.01% | 3362 |
|
|
2022
Q4 | $2.76M | Buy |
144,258
+9,198
| +7% | +$181K | ﹤0.01% | 4151 |
|
|
2022
Q3 | $2.7M | Sell |
135,060
-125,310
| -48% | -$2.82M | ﹤0.01% | 4292 |
|
|
2022
Q2 | $4.3M | Buy |
+260,370
| New | +$4.77M | ﹤0.01% | 3435 |
|
|
2022
Q1 | – | Sell |
-194,577
| Closed | -$3.8M | – | 12971 |
|
|
2021
Q4 | $4.27M | Sell |
194,577
-279,823
| -59% | -$7.08M | ﹤0.01% | 4019 |
|
|
2021
Q3 | $8.88M | Buy |
474,400
+448,689
| +1,745% | +$9.49M | ﹤0.01% | 3041 |
|
|
2021
Q2 | $691K | Sell |
25,711
-473,842
| -95% | -$11.5M | ﹤0.01% | 8774 |
|
|
2021
Q1 | $13.5M | Buy |
499,553
+419,928
| +527% | +$13.7M | ﹤0.01% | 2358 |
|
|
2020
Q4 | $2.28M | Buy |
+79,625
| New | +$1.7M | ﹤0.01% | 4818 |
|
|
2020
Q3 | – | Sell |
-34,266
| Closed | -$511K | – | 10532 |
|
|
2020
Q2 | $372K | Sell |
34,266
-111,624
| -77% | -$872K | ﹤0.01% | 7955 |
|
|
2020
Q1 | $763K | Sell |
145,890
-244,990
| -63% | -$2.08M | ﹤0.01% | 5994 |
|
|
2019
Q4 | $2.92M | Buy |
390,880
+17,119
| +5% | +$83K | ﹤0.01% | 3739 |
|
|
2019
Q3 | $1.22M | Buy |
373,761
+298,802
| +399% | +$2.23M | ﹤0.01% | 5275 |
|
|
2019
Q2 | $920K | Buy |
74,959
+43,033
| +135% | +$528K | ﹤0.01% | 5868 |
|
|
2019
Q1 | $412K | Buy |
+31,926
| New | +$390K | ﹤0.01% | 6643 |
|
Other funds holding BE
SA
VARA
Jeff Yass's BE Position: Q2 2026 in Review
Jeff Yass increased its Bloom Energy (BE) stake by 178% in Q2 2026, buying an estimated $220M and bringing the position to 1,342,797 shares worth $406M. The position accounts for 0.03% of the portfolio, ranked #363.
Jeff Yass first reported a position in BE in Q1 2019 and has held it in 28 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.
- Jeff Yass held 1,342,797 shares of Bloom Energy worth $406M as of Q2 2026.
- Jeff Yass bought 859,549 Bloom Energy shares in Q2 2026, an estimated $220M.
- Bloom Energy made up 0.03% of Jeff Yass's portfolio in Q2 2026, its #363 holding.
- Jeff Yass first reported a position in Bloom Energy in Q1 2019 and has held it in 28 quarters since.
- 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.