Ballard Power Systems Inc (BLDP) 13F Positioning & Ownership Changes (Q2 2026)

BLDP ranks #3421 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BLDP is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

168 institutions disclose a position in BLDP, but none treat it as a major bet — even MYDA Advisors LLC, its most concentrated holder, allocates just 0.4% of its own portfolio to it.

David Shaw has added to its BLDP position for two straight quarters, increasing it by $25.6M to reach $38.1M today.

JPMorgan has trimmed its BLDP position for two straight quarters, cutting it by $1.8M while still holding $1.8M.

BLDP is down 0% today, but institutions show net buying of $72.0M this quarter — a divergence between today's price move and the underlying institutional flow.

BLDP reported a net loss of $90.9M in its latest fiscal year.

• Not yet profitable — net loss of $90.9M in the latest fiscal year
• Net income improved year over year, from -$324.2M to -$90.9M
• Current ratio of 9.86x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.16x equity — within a conventional range