$BE is held by 22 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.66%, with an average of 0.20% of portfolio. Largest holder: BIT Capital GmbH at 1.66%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
BLOOM ENERGY CORP
13F holders
956
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 956 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
Coordinated Financial Services, Inc.
—
—
03
D. E. Shaw & Co., Inc.
—
—
04
Solus Alternative Asset Management LP
—
—
05
Exor N.V.
—
—
06
Commerce Bank
—
—
07
Axa S.a.
—
—
08
State Street
—
—
09
Nova R Wealth, Inc.
—
—
10
Godsey & Gibb, Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
22 holders · Q1 202601
BIT Capital GmbH
1.66% NEW
α +18.3pts
02
Duquesne Family Office LLC Stanley Druckenmiller
0.55% ↓ 0.9pp
α +25.4pts
03
Voloridge Investment Management, LLC
0.37% held
α +15.5pts
04
Eventide Asset Management, LLC
0.31% NEW
α +22.5pts
05
Central Asset Investments & Management Holdings (HK) Ltd
0.25% held
α +14.3pts
06
IAM Advisory, LLC
0.23% NEW
α +49.7pts
07
Sandler Capital Management
0.21% NEW
α +12.8pts
08
Erste Asset Management GmbH
0.20% NEW
α +33.4pts
09
Aigen Investment Management, LP
0.18% NEW
α +50.5pts
10
Caption Management, LLC
0.11% NEW
α +15.5pts
11
Oxford Asset Management LLP
0.09% held
α +10.3pts
12
Connor, Clark & Lunn Investment Management Ltd.
0.06% held
α +12.3pts
13
Oak Grove Capital LLC
0.05% held
α +23.3pts
14
Wellington Management Group LLP
0.05% held
α +10.5pts
15
Citigroup Inc.
0.03% held
α +26.3pts
16
RiverPark Advisors, LLC
0.03% held
α +21.5pts
17
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.02% held
α +27.5pts
18
Knightsbridge Asset Management, LLC
0.01% held
α +24.2pts
19
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
20
GM Advisory Group, LLC
0.01% held
α +16.5pts
21
Principal Securities, Inc.
0.00% held
α +21.3pts
22
Quarry LP
0.00% held
α +10.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
1 transactions · 1 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $BE lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $BE — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:16 UTC.