StemSTEM

13F holders, Q2 2025 (June 30)
2holders −152
0new positions
87sold out
$6.04avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Stem Inc. (STEM) in their 13F filings, down 152 from Q1 2025. 0 opened new positions and 87 sold out. The largest holders were Rock Point Advisors, LLC ($74K) and IFP Advisors, Inc ($165).

Company
Stem Inc.
CUSIP
85859N102
Latest filing quarter
Q2 2025

History

Number of 13F holders

050100150200250 Q1 2024: 211Q1 2024Q2 2024: 182Q2 2024Q3 2024: 149Q3 2024Q4 2024: 141Q4 2024Q1 2025: 154Q1 2025Q2 2025: 2Q2 2025

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits87$1.7M

All 13F filers, Q1 2025 → Q2 2025: 294 shares bought and 5,268,724 shares sold, net −5,268,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Rock Point Advisors, LLC 0.02% Reduce -97.8% 11,847 $74K
IFP Advisors, Inc 0.00% Add +294.0% 394 $165

"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.