Legato Capital Management’s Bloom Energy BE Stock Holding History

Legato 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	$2.58M	Sell	19,047 -13,715	-42%	-$2.01M	0.23%	122
2025 Q4	$2.85M	Buy	32,762 +7,703	+31%	+$809K	0.25%	94
2025 Q3	$2.12M	Sell	25,059 -18,636	-43%	-$865K	0.23%	124
2025 Q2	$1.05M	Buy	+43,695	New	+$846K	0.12%	261
2023 Q2	–	Sell	-39,633	Closed	-$790K	–	579
2023 Q1	$790K	Hold	39,633	–	–	0.14%	244
2022 Q4	$758K	Buy	+39,633	New	+$778K	0.14%	247

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

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

Legato Capital Management reduced its Bloom Energy (BE) stake by 42% in Q1 2026, selling an estimated $2.01M and leaving 19,047 shares worth $2.58M. The position accounts for 0.23% of the portfolio, ranked #122.

Legato Capital Management first reported a position in BE in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.85M in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Legato Capital Management held 19,047 shares of Bloom Energy worth $2.58M as of Q1 2026.
Legato Capital Management sold 13,715 Bloom Energy shares in Q1 2026, an estimated $2.01M.
Bloom Energy made up 0.23% of Legato Capital Management's portfolio in Q1 2026, its #122 holding.
Legato Capital Management first reported a position in Bloom Energy in Q4 2022 and has held it in 6 quarters since.
Legato Capital Management's Bloom Energy position peaked at $2.85M in Q4 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.