Ursa Fund Management’s Bloom Energy BE Stock Holding History

Ursa Fund Management’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
2025 Q3	–	Sell	-10,000	Closed	-$239K	–	19
2025 Q2	$239K	Hold	10,000	–	–	0.3%	18
2025 Q1	$197K	Sell	10,000 -5,000	-33%	-$119K	0.5%	18
2024 Q4	$333K	Buy	+15,000	New	+$263K	0.03%	17
2024 Q2	–	Sell	-15,000	Closed	-$169K	–	11
2024 Q1	$169K	Hold	15,000	–	–	0.35%	18
2023 Q4	$222K	Sell	15,000 -62,000	-81%	-$776K	0.39%	21
2023 Q3	$1.02M	Sell	77,000 -20,000	-21%	-$314K	5.01%	7
2023 Q2	$1.59M	Buy	97,000 +75,000	+341%	+$1.21M	0.38%	12
2023 Q1	$438K	Buy	+22,000	New	+$482K	0.16%	12

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GAMA

Graticule Asia Macro Advisors New York $649M AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Ursa Fund Management's BE Position: Q3 2025 in Review

Ursa Fund Management sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 10,000 shares — an estimated $239K sold.

Ursa Fund Management first reported a position in BE in Q1 2023 and held it in 8 quarters. The position peaked at $1.59M in Q2 2023. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

Ursa Fund Management reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
Ursa Fund Management sold 10,000 Bloom Energy shares in Q3 2025, an estimated $239K.
Ursa Fund Management first reported a position in Bloom Energy in Q1 2023 and held it in 8 quarters.
Ursa Fund Management's Bloom Energy position peaked at $1.59M in Q2 2023.
600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Ursa Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.