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Lisanti Capital Growth’s Bloom Energy BE Stock Holding History

Lisanti Capital Growth’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 		– Sell
-48,600
Closed -$4.22M – 109
2025
Q4 		$4.22M Sell
48,600
-8,078
-14% -$849K 1% 46
2025
Q3 		$4.79M Sell
56,678
-173,452
-75% -$8.06M 1.17% 34
2025
Q2 		$5.5M Buy
+230,130
New +$4.46M 1.53% 17

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lisanti Capital Growth's BE Position: Q1 2026 in Review

Lisanti Capital Growth sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 48,600 shares — an estimated $4.22M sold.

Lisanti Capital Growth first reported a position in BE in Q2 2025 and held it in 3 quarters. The position peaked at $5.5M in Q2 2025. 983 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Lisanti Capital Growth reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • Lisanti Capital Growth sold 48,600 Bloom Energy shares in Q1 2026, an estimated $4.22M.
  • Lisanti Capital Growth first reported a position in Bloom Energy in Q2 2025 and held it in 3 quarters.
  • Lisanti Capital Growth's Bloom Energy position peaked at $5.5M in Q2 2025.
  • 983 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Lisanti Capital Growth's 13F filing for Q1 2026, filed 7 May 2026.