David M. Polen
Polen Capital Management
Polen Capital Management Bloom Energy Corp stake
total: 588
Polen Capital Management BE trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 40,838 Bloom Energy Corp (BE) shares with a market value of roughly $12.36M accounting for 0.11% of the overall portfolio. To date, the estimated cost basis is nearly $53.04 for "buy" trades and estimated average "sell" price is $154.19. Polen Capital Management first purchased BE in 2025 Q2, initially acquiring 68,316 shares. Since the initial investment in Bloom Energy Corp (BE), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Bloom Energy Corp (BE)?
Polen Capital Management first invested in Bloom Energy Corp (BE) in 2025 Q2 at the reported quarter-end price of $23.92 per share.
What's the cost basis of Polen Capital Management's BE stake?
The estimated cost basis for Bloom Energy Corp (BE) stake is around $53.04 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $53.04
- Weighted AVG sell price:
- $154.19
Polen Capital Management's historical trades in Bloom Energy Corp
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.11%
|
40,838
|
$302.70
|
$12,361,663
|
-39.26% (-26,393)
|
-0.06%
|
|
2026 Q1
|
0.06%
|
67,231
|
$135.49
|
$9,109,128
|
-10.87% (-8,203)
|
-0%
|
|
2025 Q4
|
0.03%
|
75,434
|
$86.89
|
$6,554,460
|
-42.59% (-55,956)
|
-0.02%
|
|
2025 Q3
|
0.04%
|
131,390
|
$84.57
|
$11,111,652
|
+92.33% (+63,074)
|
+0.02%
|
|
2025 Q2
|
0.01%
|
68,316
|
$23.92
|
$1,634,119
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.