Two Sigma Investments’s Bloom Energy BE Stock Holding History

Two Sigma Investments’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	$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 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

Two Sigma Investments's BE Position: Q1 2026 in Review

Two Sigma Investments increased its Bloom Energy (BE) stake by 83% in Q1 2026, buying an estimated $236M and bringing the position to 3,547,838 shares worth $481M. The position accounts for 0.39% of the portfolio, ranked #40.

Two Sigma Investments first reported a position in BE in Q3 2019 and has held it in 24 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Two Sigma Investments held 3,547,838 shares of Bloom Energy worth $481M as of Q1 2026.
Two Sigma Investments bought 1,609,861 Bloom Energy shares in Q1 2026, an estimated $236M.
Bloom Energy made up 0.39% of Two Sigma Investments's portfolio in Q1 2026, its #40 holding.
Two Sigma Investments first reported a position in Bloom Energy in Q3 2019 and has held it in 24 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.