Zevenbergen Capital Investments’s Bloom Energy BE Stock Holding History

Zevenbergen Capital 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 Q3	$9.53M	Buy	34,390 +2,800	+9%	+$661K	0.22%	58
2026 Q2	$9.56M	Sell	31,590 -3,485	-10%	-$893K	0.22%	62
2026 Q1	$4.75M	Sell	35,075 -40,300	-53%	-$5.91M	0.14%	66
2025 Q4	$6.55M	Sell	75,375 -29,375	-28%	-$3.09M	0.15%	61
2025 Q3	$8.86M	Sell	104,750 -13,450	-11%	-$625K	0.17%	59
2025 Q2	$2.83M	Sell	118,200 -5,650	-5%	-$109K	0.06%	78
2025 Q1	$2.43M	Sell	123,850 -7,600	-6%	-$181K	0.06%	78
2024 Q4	$2.92M	Sell	131,450 -25,400	-16%	-$445K	0.06%	75
2024 Q3	$1.66M	Buy	156,850 +15,700	+11%	+$186K	0.03%	80
2024 Q2	$1.73M	Buy	+141,150	New	+$1.8M	0.04%	76

Other funds holding BE

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Zevenbergen Capital Investments's BE Position: Q3 2026 in Review

Zevenbergen Capital Investments increased its Bloom Energy (BE) stake by 8.9% in Q3 2026, buying an estimated $661K and bringing the position to 34,390 shares worth $9.53M. The position accounts for 0.22% of the portfolio, ranked #58.

Zevenbergen Capital Investments first reported a position in BE in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.56M in Q2 2026. 34 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Zevenbergen Capital Investments held 34,390 shares of Bloom Energy worth $9.53M as of Q3 2026.
Zevenbergen Capital Investments bought 2,800 Bloom Energy shares in Q3 2026, an estimated $661K.
Bloom Energy made up 0.22% of Zevenbergen Capital Investments's portfolio in Q3 2026, its #58 holding.
Zevenbergen Capital Investments first reported a position in Bloom Energy in Q2 2024 and has held it in 10 quarters since.
Zevenbergen Capital Investments's Bloom Energy position peaked at $9.56M in Q2 2026.
34 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2026, filed 8 Oct 2026.