Marshall Wace
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Marshall Wace’s Bloom Energy BE Stock Holding History

Marshall Wace’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 		$490M Buy
1,618,954
+587,318
+57% +$150M 0.39% 25
2026
Q1 		$140M Buy
1,031,636
+890,447
+631% +$131M 0.14% 111
2025
Q4 		$12.3M Sell
141,189
-134,489
-49% -$14.1M 0.01% 802
2025
Q3 		$23.3M Buy
275,678
+246,887
+858% +$11.5M 0.02% 587
2025
Q2 		$689K Sell
28,791
-1,411,845
-98% -$27.3M ﹤0.01% 2018
2025
Q1 		$28.3M Buy
1,440,636
+932,396
+183% +$22.3M 0.04% 424
2024
Q4 		$11.3M Buy
508,240
+125,184
+33% +$2.19M 0.01% 754
2024
Q3 		$4.05M Sell
383,056
-127,259
-25% -$1.51M ﹤0.01% 1080
2024
Q2 		$6.25M Buy
510,315
+117,648
+30% +$1.5M 0.01% 920
2024
Q1 		$4.41M Buy
392,667
+178,603
+83% +$1.96M 0.01% 1049
2023
Q4 		$3.17M Sell
214,064
-109,825
-34% -$1.37M 0.01% 1063
2023
Q3 		$4.29M Buy
323,889
+4,000
+1% +$62.7K 0.01% 934
2023
Q2 		$5.23M Sell
319,889
-276,994
-46% -$4.48M 0.01% 1000
2023
Q1 		$11.9M Sell
596,883
-268,236
-31% -$5.87M 0.03% 649
2022
Q4 		$16.5M Sell
865,119
-25,618
-3% -$503K 0.04% 542
2022
Q3 		$17.8M Sell
890,737
-143,490
-14% -$3.23M 0.04% 521
2022
Q2 		$17.1M Buy
1,034,227
+50,778
+5% +$930K 0.04% 545
2022
Q1 		$23.7M Sell
983,449
-138,688
-12% -$2.71M 0.05% 434
2021
Q4 		$24.6M Buy
1,122,137
+1,008,820
+890% +$25.5M 0.05% 419
2021
Q3 		$2.12M Buy
113,317
+12,583
+12% +$266K 0.01% 1499
2021
Q2 		$2.71M Buy
100,734
+43,103
+75% +$1.05M 0.01% 1225
2021
Q1 		$1.56M Sell
57,631
-538,488
-90% -$17.6M 0.01% 1443
2020
Q4 		$17.1M Buy
+596,119
New +$12.7M 0.09% 217
2019
Q2 		– Sell
-6,514
Closed -$84K – 1358
2019
Q1 		$84K Sell
6,514
-40,412
-86% -$494K ﹤0.01% 1465
2018
Q4 		$469K Buy
+46,926
New +$907K ﹤0.01% 1119

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

Marshall Wace's BE Position: Q2 2026 in Review

Marshall Wace increased its Bloom Energy (BE) stake by 57% in Q2 2026, buying an estimated $150M and bringing the position to 1,618,954 shares worth $490M. The position accounts for 0.39% of the portfolio, ranked #25.

Marshall Wace first reported a position in BE in Q4 2018 and has held it in 25 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Marshall Wace held 1,618,954 shares of Bloom Energy worth $490M as of Q2 2026.
  • Marshall Wace bought 587,318 Bloom Energy shares in Q2 2026, an estimated $150M.
  • Bloom Energy made up 0.39% of Marshall Wace's portfolio in Q2 2026, its #25 holding.
  • Marshall Wace first reported a position in Bloom Energy in Q4 2018 and has held it in 25 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.