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John Overdeck’s Bloom Energy BE Stock Holding History

John Overdeck’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 		$2.39M Sell
7,900
-15,700
-67% -$4.02M ﹤0.01% 2836
2026
Q1 		$3.2M Buy
23,600
+19,600
+490% +$2.88M ﹤0.01% 2391
2025
Q4 		$348K Buy
+4,000
New +$420K ﹤0.01% 3515
2022
Q1 		– Sell
-14,500
Closed -$318K – 2764
2021
Q4 		$318K Sell
14,500
-56,200
-79% -$1.42M ﹤0.01% 3607
2021
Q3 		$1.32M Sell
70,700
-77,700
-52% -$1.64M ﹤0.01% 2360
2021
Q2 		$3.99M Buy
148,400
+68,600
+86% +$1.66M 0.01% 1336
2021
Q1 		$2.16M Sell
79,800
-3,600
-4% -$117K 0.01% 1651
2020
Q4 		$2.39M Buy
83,400
+44,800
+116% +$956K 0.01% 1381
2020
Q3 		$694K Buy
+38,600
New +$576K ﹤0.01% 2003

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

John Overdeck's BE Position: Q2 2026 in Review

John Overdeck reduced its Bloom Energy (BE) stake by 43% in Q2 2026, selling an estimated $392M and leaving 2,016,532 shares worth $610M. The position accounts for 0.44% of the portfolio, ranked #31.

John Overdeck first reported a position in BE in Q3 2019 and has held it in 25 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • John Overdeck held 2,016,532 shares of Bloom Energy worth $610M as of Q2 2026.
  • John Overdeck sold 1,531,306 Bloom Energy shares in Q2 2026, an estimated $392M.
  • Bloom Energy made up 0.44% of John Overdeck's portfolio in Q2 2026, its #31 holding.
  • John Overdeck first reported a position in Bloom Energy in Q3 2019 and has held it in 25 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.