Two Sigma Investments
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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 		$4.8M Buy
35,400
+27,700
+360% +$4.07M ﹤0.01% 2011
2025
Q4 		$669K Buy
7,700
+3,000
+64% +$315K ﹤0.01% 3160
2025
Q3 		$397K Buy
+4,700
New +$218K ﹤0.01% 3094
2025
Q1 		– Sell
-50,700
Closed -$1.13M – 3205
2024
Q4 		$1.13M Hold
50,700
– – ﹤0.01% 2102
2024
Q3 		$535K Buy
50,700
+100
+0.2% +$1.19K ﹤0.01% 2446
2024
Q2 		$619K Buy
50,600
+600
+1% +$7.65K ﹤0.01% 2260
2024
Q1 		$562K Sell
50,000
-876,700
-95% -$9.64M ﹤0.01% 2278
2023
Q4 		$13.7M Buy
926,700
+60,300
+7% +$754K 0.03% 555
2023
Q3 		$11.5M Buy
866,400
+630,700
+268% +$9.89M 0.03% 555
2023
Q2 		$3.85M Buy
+235,700
New +$3.81M 0.01% 1053
2022
Q1 		– Sell
-36,900
Closed -$809K – 2765
2021
Q4 		$809K Sell
36,900
-55,400
-60% -$1.4M ﹤0.01% 2751
2021
Q3 		$1.73M Sell
92,300
-77,400
-46% -$1.64M ﹤0.01% 2119
2021
Q2 		$4.56M Buy
169,700
+73,700
+77% +$1.79M 0.01% 1260
2021
Q1 		$2.6M Sell
96,000
-57,600
-38% -$1.88M 0.01% 1502
2020
Q4 		$4.4M Buy
153,600
+98,900
+181% +$2.11M 0.01% 1011
2020
Q3 		$983K Buy
+54,700
New +$816K ﹤0.01% 1766

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
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.