Joel Greenblatt’s Bloom Energy BE Stock Holding History

Joel Greenblatt’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	$5.27M	Buy	+17,422	New	+$4.46M	0.01%	933
2026 Q1	–	Sell	-48,519	Closed	-$4.22M	–	1768
2025 Q4	$4.22M	Buy	48,519 +44,517	+1,112%	+$4.68M	0.02%	853
2025 Q3	$338K	Sell	4,002 -10,289	-72%	-$478K	﹤0.01%	1487
2025 Q2	$342K	Sell	14,291 -38,861	-73%	-$752K	﹤0.01%	1423
2025 Q1	$1.04M	Buy	+53,152	New	+$1.27M	0.01%	998
2022 Q2	–	Sell	-9,291	Closed	-$224K	–	1123
2022 Q1	$224K	Buy	+9,291	New	+$182K	0.01%	1042
2021 Q1	–	Sell	-7,403	Closed	-$212K	–	986
2020 Q4	$212K	Sell	7,403 -18,481	-71%	-$395K	0.01%	920
2020 Q3	$465K	Sell	25,884 -29,480	-53%	-$440K	0.01%	748
2020 Q2	$602K	Sell	55,364 -140,765	-72%	-$1.1M	0.02%	700
2020 Q1	$1.03M	Buy	196,129 +82,863	+73%	+$703K	0.03%	546
2019 Q4	$846K	Buy	+113,266	New	+$549K	0.02%	661

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

Joel Greenblatt's BE Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Bloom Energy (BE) in Q2 2026: 17,422 shares worth $5.27M. The stake represents 0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in BE as recently as Q4 2025.

Joel Greenblatt first reported a position in BE in Q4 2019 and has held it in 11 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Joel Greenblatt held 17,422 shares of Bloom Energy worth $5.27M as of Q2 2026.
Bloom Energy was a new Joel Greenblatt position in Q2 2026.
Bloom Energy made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #933 holding.
Joel Greenblatt first reported a position in Bloom Energy in Q4 2019 and has held it in 11 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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