BE: who owns it, and who’s predicted to buy next
Bloom Energy Corp- A · Industrials · on the Prior Moves forward board for 2026-09-30 at rank #37. Research, not investment advice.
Predicted to buy next quarter
3 tracked investors rank BE in the top tenth of their own model’s candidates for 2026-09-30, strongest first. This is a forecast about a later filing, not a confirmation that anyone has bought the security or a recommendation to do so.
- Corvex
- Andreas Halvorsen · Viking Global
- Stephen Mandel · Lone Pine
Strongest ranked investor signal: Corvex. No calibrated purchase probability is shown.
Currently disclosed holders
From the most recent 13F books we track, 3 investors disclose a position in BE (weight = share of that investor’s US equity book). A 13F can be up to 45 days stale.
| Investor | Book weight |
|---|---|
| Whale Rock | 3.9% |
| Light Street | 2.8% |
| D. E. Shaw | 0.9% |
Mutual fund and ETF holders
330 US mutual funds and ETFs from 168 fund families reported a position in BE for the quarter ending 2026-06-30. Against their own report a quarter earlier, 90 raised shares, 113 opened a new position, 103 cut and 104 sold out. Source: SEC Form N-PORT, which funds file about 60 days after quarter end. Share counts, not trades: a change can reflect fund inflows rather than a decision about BE.
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 6 | 57.7% |
| Jpmorgan Trust Ii | 1 | 6.1% |
| Ishares Trust | 9 | 5.1% |
| Franklin Custodian Funds | 1 | 4.5% |
| Smallcap World Fund Inc | 1 | 4.1% |
| Capitol Series Trust | 1 | 2.5% |
| Manager Directed Portfolios | 3 | 2.0% |
| J.P. Morgan Exchange-Traded Fund Trust | 3 | 1.1% |
The predicted next buys, fresh disclosures, and the week’s catalysts. One email a week. Honest numbers, never advice.
See the full ranked board on top picks, how the PriorScore is built on how it works, the honest edge numbers on methodology, and the running accuracy on the prediction leaderboard. Forward quarter 2026-09-30, data as of 2026-10-17. Research, not investment advice, see the disclaimer.