FORA Capital, LLC BE BLOOM ENERGY CORP CMN CLASS A

Ownership history in FORA Capital, LLC  ·  4 quarters on record

AI Ownership Summary

FORA Capital, LLC reported BLOOM ENERGY CORP CMN CLASS A (BE) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.02% in 2025 Q4. The latest visible filing shows BE at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORA Capital, LLC's position in BLOOM ENERGY CORP CMN CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BE was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORA Capital, LLC held BE — position size vs. price
% of Fund (quarterly)    BE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 97,035 +69,354 +250.5% 1.02% $8.4M 2026-02-14 (Est.) $139.74
2025 Q3 ADDED 27,681 +6,344 +29.7% 0.41% $2.3M 2025-11-13 $103.55
2025 Q2 ADDED 21,337 +20,464 +2344.1% 0.06% $510K 2025-08-13 $44.08
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORA Capital, LLC and BE

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORA Capital, LLC reported owning BE?

FORA Capital, LLC reported BE across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BE position in FORA Capital, LLC's portfolio?

The largest reported portfolio weight for BE was 1.02% in 2025 Q4.

What is the latest reported BE position on this page?

The most recent filing on this page is 2025 Q4, when FORA Capital, LLC reported 97,035 shares, equal to 1.02% of portfolio, with an estimated market value of $8.4M.

What does the chart on this BE ownership page compare?

The chart compares FORA Capital, LLC's quarterly BE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FORA Capital, LLC time their BE position?

Based on 13F filing dates vs. subsequent BE price moves, FORA Capital, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on BE relative to SPY over the holding period was +764.4%.

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