D. E. Shaw reports 3.4% stake in Bloom Energy

D. E. Shaw & Co., L.P. and David E. Shaw report beneficial ownership of 9,622,403 shares of Bloom Energy Corporation Class A common stock, representing 3.4% of the class as of 12/31/2025.

Rhea-AI Filing Summary

D. E. Shaw & Co., L.P. and David E. Shaw report beneficial ownership of 9,622,403 shares of Bloom Energy Corporation Class A common stock, representing 3.4% of the class as of 12/31/2025.

The position includes shares held by several D. E. Shaw portfolio entities and 824,100 shares that D. E. Shaw Valence Portfolios, L.L.C. may acquire through call options. The reporting persons have shared voting power over 9,557,457 shares and shared dispositive power over 9,622,403 shares, with no sole voting or dispositive power.

David E. Shaw does not own any shares directly and may be deemed a beneficial owner through his roles in affiliated entities, while disclaiming beneficial ownership. The holders certify the stake was not acquired or held to change or influence control of Bloom Energy.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of Bloom Energy (BE) shares does D. E. Shaw report owning?

D. E. Shaw reports beneficial ownership of 3.4% of Bloom Energy’s Class A common stock. This equals 9,622,403 shares, as disclosed in the Schedule 13G/A, reflecting a sizable but clearly sub-5% institutional stake.

How many Bloom Energy (BE) shares are included in D. E. Shaw’s position?

The filing shows 9,622,403 Bloom Energy Class A shares beneficially owned. This total includes shares held by multiple D. E. Shaw portfolio entities and 824,100 shares that may be acquired through the exercise of call options.

Does David E. Shaw directly own Bloom Energy (BE) shares?

The filing states that David E. Shaw does not own any Bloom Energy shares directly. His reported 3.4% beneficial interest comes through control and management roles in various D. E. Shaw entities, and he disclaims beneficial ownership of the 9,622,403 shares.

What voting and dispositive powers does D. E. Shaw report over Bloom Energy (BE) shares?

D. E. Shaw reports shared voting power over 9,557,457 shares and shared dispositive power over 9,622,403 shares, with no sole voting or dispositive power. These powers are exercised collectively through affiliated investment management entities.

Is D. E. Shaw’s Bloom Energy (BE) stake intended to influence control of the company?

According to the certification, the securities were not acquired and are not held to change or influence control of Bloom Energy. The position is reported on Schedule 13G/A, typically used for passive or non-control-oriented institutional holdings.

When was the Bloom Energy (BE) ownership level triggering this Schedule 13G/A measured?

The ownership information is stated as of December 31, 2025, which is the date of event requiring the filing. The Schedule 13G/A then formalizes this 3.4% beneficial ownership position with the SEC.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/17/2026 - 04:04 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Bloom Energy Corporation

(Name of Issuer)

Class A Common Stock, $0.0001 par value per share

(Title of Class of Securities)

093712107

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 093712107

1

Names of Reporting Persons

D. E. Shaw & Co., L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 9,557,457.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 9,622,403.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,622,403.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.4 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP No. 093712107

1

Names of Reporting Persons

David E. Shaw

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 9,557,457.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 9,622,403.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,622,403.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.4 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Bloom Energy Corporation
(b)	Address of issuer's principal executive offices: 4353 North First Street, San Jose, CA 95134
Item 2.
(a)	Name of person filing: D. E. Shaw & Co., L.P. David E. Shaw
(b)	Address or principal business office or, if none, residence: The business address for each reporting person is: Two Manhattan West 375 Ninth Avenue, 52nd Floor New York, NY 10001
(c)	Citizenship: D. E. Shaw & Co., L.P. is a limited partnership organized under the laws of the state of Delaware. David E. Shaw is a citizen of the United States of America.
(d)	Title of class of securities: Class A Common Stock, $0.0001 par value per share
(e)	CUSIP No.: 093712107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: D. E. Shaw & Co., L.P.: 9,622,403 shares This is composed of (i) 4,432,826 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., (ii) 3,024,634 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (iii) 824,100 shares that D. E. Shaw Valence Portfolios, L.L.C. has the right to acquire through the exercise of call options, (iv) 231,600 shares in the name of D. E. Shaw Cogence Portfolios, L.L.C., (v) 25,700 shares in the name of D. E. Shaw Composite Portfolios, L.L.C., and (vi) 1,083,543 shares under the management of D. E. Shaw Investment Management, L.L.C. David E. Shaw: 9,622,403 shares This is composed of (i) 4,432,826 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., (ii) 3,024,634 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (iii) 824,100 shares that D. E. Shaw Valence Portfolios, L.L.C. has the right to acquire through the exercise of call options, (iv) 231,600 shares in the name of D. E. Shaw Cogence Portfolios, L.L.C., (v) 25,700 shares in the name of D. E. Shaw Composite Portfolios, L.L.C., and (vi) 1,083,543 shares under the management of D. E. Shaw Investment Management, L.L.C. David E. Shaw does not own any shares directly. By virtue of David E. Shaw's position as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of D. E. Shaw & Co., L.P., which in turn is the investment adviser of D. E. Shaw Oculus Portfolios, L.L.C., D. E. Shaw Valence Portfolios, L.L.C., D. E. Shaw Cogence Portfolios, L.L.C., and D. E. Shaw Composite Portfolios, L.L.C., and the managing member of D. E. Shaw Investment Management, L.L.C., and by virtue of David E. Shaw's position as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of D. E. Shaw & Co., L.L.C., which in turn is the manager of D. E. Shaw Oculus Portfolios, L.L.C., D. E. Shaw Valence Portfolios, L.L.C., D. E. Shaw Cogence Portfolios, L.L.C., and D. E. Shaw Composite Portfolios, L.L.C., David E. Shaw may be deemed to have the shared power to vote or direct the vote of 9,557,457 shares and the shared power to dispose or direct the disposition of 9,622,403 shares, the 9,622,403 shares as described above constituting 3.4% of the outstanding shares, and, therefore, David E. Shaw may be deemed to be the beneficial owner of such shares. David E. Shaw disclaims beneficial ownership of such 9,622,403 shares.
(b)	Percent of class: D. E. Shaw & Co., L.P.: 3.4% David E. Shaw: 3.4%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: D. E. Shaw & Co., L.P.: 0 shares David E. Shaw: 0 shares
	(ii) Shared power to vote or to direct the vote: D. E. Shaw & Co., L.P.: 9,557,457 shares David E. Shaw: 9,557,457 shares
	(iii) Sole power to dispose or to direct the disposition of: D. E. Shaw & Co., L.P.: 0 shares David E. Shaw: 0 shares
	(iv) Shared power to dispose or to direct the disposition of: D. E. Shaw & Co., L.P.: 9,622,403 shares David E. Shaw: 9,622,403 shares
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

D. E. Shaw & Co., L.P.

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Chief Compliance Officer
Date:	02/17/2026

David E. Shaw

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Attorney-in-Fact for David E. Shaw
Date:	02/17/2026

Comments accompanying signature: Exhibit 1: Power of Attorney, granted by David E. Shaw relating to D. E. Shaw & Co., Inc., in favor of the signatories hereto, among others, dated August 1, 2024.

Exhibit Information

Exhibit 2: Joint Filing Agreement, by and among the Reporting Persons, dated February 17, 2026.