Back to Polen Capital Management LLC Polen Capital Management LLC

BEBE

5 quarters

Position history for Polen Capital Management LLCPolen Capital Management LLC's holdings in Bloom Energy Corporation

Yes. Polen Capital Management holds 40,838 shares of BE (Bloom Energy), worth $12.4M, as of its Q2 2026 13F filing. It reduced the position by 26,393 shares (-39.3%) from Q1 2026. Polen Capital Management has held BE since Q2 2025, across 5 quarterly 13F filings. BE is 0.1% of Polen Capital Management's reported 13F portfolio.

Current Value

$12.4M

Current Shares

40,838

Total Value Change

+$10.7M

Total Shares Change

-27,478

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,838
-39.3%
$12.4M0.1%$302.70
0
2026-Q1
Decreased
67,231
-10.9%
$9.1M0.1%$135.49
0
2025-Q4
Decreased
75,434
-42.6%
$6.6M0.0%$86.89
0
2025-Q3
Increased
131,390
+92.3%
$11.1M0.0%$84.57
44
2025-Q2
New
68,316
—
$1.6M0.0%$23.92
35

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used