Signals

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☆BESS

17 in-universe funds with a nonzero position in BESS within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-07-02 8-K Item(s) 4.01, 9.01 -- negative
2026-05-28 8-K Item(s) 1.01, 2.01, 9.01
2026-05-06 8-K Item(s) 5.02, 9.01
2026-02-25 8-K Item(s) 1.01, 8.01, 9.01
2025-10-21 8-K Item(s) 5.02
2025-06-30 8-K Item(s) 8.01
2025-04-15 8-K Item(s) 4.01 -- negative
2025-03-03 8-K Item(s) 4.01 -- negative
2025-02-03 8-K Item(s) 5.03, 9.01
2024-11-04 8-K Item(s) 5.02, 9.01
2010-10-15 Ownership Dilution filing by Bimergen Energy Corp (D)

Flow ranking

Rank#1718
Score / z0.000 / 0.02
Consensus8.29 over 14 funds
Momentumno 12m return

Price & positioning

191 cached closes, trailing year
Drawdownno history
Short interest+59% / 1.0d

Forensics

Accruals as of 2026Q2
Accrual ratio0.030
F-score—
M-score—
Net issuance-3147.9%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0

8-K events

Negative / total1 / 1
FiledFormItems
2026-07-02 8-K 4.01, 9.01
2026-05-28 8-K 1.01, 2.01, 9.01
2026-05-06 8-K 5.02, 9.01
2026-02-25 8-K 1.01, 8.01, 9.01
2025-10-21 8-K 5.02
2025-06-30 8-K 8.01
2025-04-15 8-K 4.01
2025-03-03 8-K 4.01
2025-02-03 8-K 5.03, 9.01
2024-11-04 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2010-10-15 D Bimergen Energy Corp

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Encompass Capital Advisors LLC CIK 0001541901 0.063 53 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BESS). Qtrs Held counts distinct quarters this fund has actually held BESS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BESS position size. Δ columns are the percentage-point change in BESS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status