StemSTEM
13F holders, Q1 2024 (March 31)211holders
6famous investors
$2.20avg. 13F price*
At the end of Q1 2024, 211 institutions reported holding Stem Inc. (STEM) in their 13F filings. The largest holders were Schroder Investment Management Group ($27.2M), BlackRock Inc. ($24.8M) and Vanguard Group Inc. ($17.9M). 6 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Stem Inc.
- CUSIP
- 85859N102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $7.0M |
| Exits | 38 | $18.9M |
Ownership 211 holders
| Schroder Investment Management Group | 0.03% | Add +8.6% | 12,415,853 | $27.2M |
| BlackRock Inc. | 0.00% | Add +0.9% | 11,305,537 | $24.8M |
| Vanguard Group Inc. | 0.00% | Reduce -26.6% | 8,167,944 | $17.9M |
| Alkeon Capital Management LLC | 0.09% | No change | 7,188,612 | $15.7M |
| State Street Corp. | 0.00% | Add +7.0% | 4,050,096 | $8.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -45.9% | 3,592,552 | $7.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 3,171,532 | $6.9M |
| Invesco Ltd. | 0.00% | Add +25.3% | 3,155,254 | $6.9M |
| HITE Hedge Asset Management LLC | 0.67% | Add +796.8% | 3,065,363 | $6.7M |
| Wellington Management Group LLP | 0.00% | Add +46.7% | 2,339,605 | $5.1M |
| Ardsley Advisory Partners LP | 0.71% | Add +59.1% | 2,260,000 | $4.9M |
| CenterBook Partners LP | 0.28% | New | 1,858,226 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 1,777,897 | $3.9M |
| Rock Point Advisors, LLC | 0.98% | Add +7.2% | 1,508,779 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -4.8% | 1,395,976 | $3.1M |
| Bridgewater Associates | 0.01% | Add +487.3% | 1,348,051 | $3.0M |
| Nomura Holdings Inc. | 0.02% | Add +10.7% | 1,325,529 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Add +12.6% | 1,274,493 | $2.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 1,269,746 | $2.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.6% | 1,175,892 | $2.6M |
| Lido Advisors, LLC | 0.02% | No change | 1,075,772 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +94.1% | 967,464 | $2.1M |
| UBS Group AG | 0.00% | Add +21.5% | 815,174 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +18.3% | 812,514 | $1.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +33.3% | 808,365 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 759,861 | $1.7M |
| Swiss Life Asset Management Ltd | 0.02% | Add +28.1% | 719,762 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +38.6% | 670,508 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | No change | 637,750 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +90.3% | 222,575 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -19.1% | 630,145 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +234.7% | 569,771 | $1.2M |
| Credit Suisse AG/ | 0.00% | Reduce -25.7% | 560,885 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 513,547 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -16.6% | 480,092 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +8.2% | 474,265 | $1.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -15.5% | 407,216 | $892K |
| Nicola Wealth Management LTD. | 0.08% | Reduce -25.2% | 400,000 | $876K |
| Levin Capital Strategies, L.P. | 0.09% | Add +204.6% | 390,000 | $854K |
| Alps Advisors Inc. | 0.01% | Reduce -24.4% | 387,712 | $849K |
| SIR Capital Management, L.P. | 0.08% | Add +1515.3% | 369,700 | $810K |
| Two Sigma Investments, LP | 0.00% | Add +715.8% | 353,694 | $775K |
| Mizuho Markets Americas LLC | 0.02% | No change | 349,390 | $765K |
| Amundi | 0.00% | Reduce -2.2% | 475,817 | $757K |
| Citadel Advisors | 0.00% | Add +66.6% | 344,687 | $755K |
| Skaana Management L.P. | 1.53% | New | 340,887 | $747K |
| JPMorgan Chase & Co. | 0.00% | Add +224.9% | 319,867 | $701K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Reduce -1.8% | 304,600 | $667K |
| KBC Group NV | 0.00% | Add +590.9% | 302,043 | $661K |
| Swiss National Bank | 0.00% | No change | 291,700 | $639K |
| Tudor Investment Corporation | 0.01% | Reduce -34.4% | 263,382 | $577K |
| Symmetry Investments LP | 0.06% | Reduce -20.6% | 261,260 | $572K |
| Alliancebernstein L.P. | 0.00% | Add +140.1% | 261,193 | $572K |
| Barclays PLC | 0.00% | Reduce -53.6% | 259,354 | $568K |
| Maytree Asset Management Ltd | 1.02% | No change | 248,702 | $545K |
| Rhumbline Advisers | 0.00% | Reduce -4.9% | 241,159 | $528K |
| Bailard, Inc. | 0.01% | New | 236,752 | $518K |
| Gsa Capital Partners LLP | 0.04% | New | 234,069 | $513K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -74.2% | 219,116 | $480K |
| AlTi Global, Inc. | 0.01% | No change | 217,940 | $477K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.3% | 190,587 | $417K |
| Group One Trading LLC | 0.01% | New | 182,180 | $399K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +15.7% | 167,298 | $366K |
| T. Rowe Price Associates Inc. | 0.00% | Add +45.9% | 158,102 | $347K |
| Swedbank AB | 0.00% | Reduce -59.0% | 158,100 | $346K |
| California State Teachers Retirement System | 0.00% | Reduce -5.1% | 147,447 | $323K |
| Raymond James & Associates | 0.00% | Add +205.7% | 134,199 | $294K |
| DNB Asset Management AS | 0.00% | Add +3.4% | 130,913 | $287K |
| Sculptor Capital LP | 0.01% | Reduce -76.4% | 127,400 | $279K |
| Steele Capital Management, Inc. | 0.02% | No change | 125,000 | $274K |
| Electron Capital Partners, LLC | 0.01% | New | 123,254 | $270K |
| SCP Investment, LP | 0.17% | Reduce -28.8% | 122,888 | $269K |
| Tidal Investments LLC | 0.00% | Add +904.0% | 121,741 | $267K |
| Legal & General Group Plc | 0.00% | Reduce -17.7% | 114,642 | $251K |
| Bank of America Corp. | 0.00% | Reduce -78.5% | 114,392 | $251K |
| D. E. Shaw & Co. | 0.00% | Add +0.3% | 114,330 | $250K |
| Voya Investment Management LLC | 0.00% | Add +14.1% | 108,865 | $238K |
| Captrust Financial Advisors | 0.00% | Reduce -18.7% | 95,820 | $210K |
| Cetera Investment Advisers | 0.00% | Add +26.1% | 90,600 | $198K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -29.8% | 89,070 | $195K |
| Quantbot Technologies LP | 0.01% | Add +61763.5% | 77,948 | $171K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.0% | 77,107 | $169K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 74,881 | $164K |
| ExodusPoint Capital Management, LP | 0.00% | New | 71,932 | $158K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 70,210 | $154K |
| MetLife Investment Management, LLC | 0.00% | Reduce -18.5% | 62,741 | $137K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -40.7% | 24,120 | $137K |
| Millennium Management | 0.00% | Reduce -58.2% | 60,791 | $133K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.2% | 59,367 | $130K |
| Advisory Services Network, LLC | 0.00% | Add +2.6% | 59,340 | $130K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.4% | 56,433 | $124K |
| Centiva Capital, LP | 0.01% | New | 55,150 | $121K |
| Integrated Wealth Concepts LLC | 0.00% | Add +95.9% | 51,945 | $114K |
| Creative Planning | 0.00% | Add +6.9% | 51,229 | $112K |
| Ursa Fund Management, LLC | 0.38% | No change | 50,000 | $110K |
| Ulland Investment Advisors, LLC | 0.09% | Reduce -9.9% | 49,450 | $108K |
| Flputnam Investment Management Co. | 0.00% | Add +2.1% | 46,609 | $102K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 43,693 | $96K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 40,702 | $89K |
| HighTower Advisors, LLC | 0.00% | Add +31.5% | 40,939 | $88K |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.