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Numerai’s Bloom Energy BE Stock Holding History

Numerai’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 		$1.34M Sell
4,434
-4,103
-48% -$1.05M 0.11% 322
2026
Q1 		$1.16M Buy
8,537
+4,504
+112% +$661K 0.12% 296
2025
Q4 		$350K Sell
4,033
-9,322
-70% -$979K 0.04% 473
2025
Q3 		$1.13M Sell
13,355
-27,417
-67% -$1.27M 0.16% 186
2025
Q2 		$975K Sell
40,772
-43,531
-52% -$843K 0.14% 195
2025
Q1 		$1.66M Buy
+84,303
New +$2.01M 0.31% 84

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

Numerai's BE Position: Q2 2026 in Review

Numerai reduced its Bloom Energy (BE) stake by 48% in Q2 2026, selling an estimated $1.05M and leaving 4,434 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #322.

Numerai first reported a position in BE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Numerai held 4,434 shares of Bloom Energy worth $1.34M as of Q2 2026.
  • Numerai sold 4,103 Bloom Energy shares in Q2 2026, an estimated $1.05M.
  • Bloom Energy made up 0.11% of Numerai's portfolio in Q2 2026, its #322 holding.
  • Numerai first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
  • Numerai's Bloom Energy position peaked at $1.66M in Q1 2025.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.