StemSTEM
13F holders, Q3 2024 (September 30)149holders −33
25new positions
58sold out
4famous investors
$0.35avg. 13F price*
At the end of Q3 2024, 149 institutions reported holding Stem Inc. (STEM) in their 13F filings, down 33 from Q2 2024. 25 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($3.9M), Vanguard Group Inc. ($3.0M) and State Street Corp. ($1.7M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Stem Inc.
- CUSIP
- 85859N102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $1.1M |
| Exits | 58 | $24.3M |
All 13F filers, Q2 2024 → Q3 2024: 7,585,852 shares bought and 30,676,030 shares sold, net −23,090,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| BlackRock, Inc. | 0.00% | — | 11,286,773 | $3.9M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 8,655,953 | $3.0M |
| State Street Corp. | 0.00% | Reduce -1.8% | 4,880,267 | $1.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.8% | 3,604,073 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | New | 2,611,397 | $909K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +77.1% | 2,406,080 | $837K |
| Baird Financial Group, Inc. | 0.00% | Add +44.3% | 2,068,643 | $720K |
| Northern Trust Corp. | 0.00% | Add +2.6% | 1,218,829 | $424K |
| Prescott Group Capital Management, L.L.C. | 0.06% | Add +72.8% | 1,192,515 | $415K |
| Lido Advisors, LLC | 0.00% | No change | 1,075,772 | $375K |
| Rock Point Advisors, LLC | 0.09% | Reduce -41.0% | 954,245 | $332K |
| Morgan Stanley | 0.00% | Add +32.2% | 937,352 | $326K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | No change | 856,092 | $298K |
| Citigroup Inc. | 0.00% | Reduce -1.0% | 855,531 | $298K |
| HSBC Holdings PLC | 0.00% | Reduce -20.3% | 828,095 | $275K |
| Alliancebernstein L.P. | 0.00% | Add +16.5% | 716,170 | $249K |
| KBC Group NV | 0.00% | Reduce -0.4% | 675,020 | $236K |
| Two Sigma Investments, LP | 0.00% | Add +3.9% | 663,063 | $231K |
| Cohen & Steers, Inc. | 0.00% | No change | 637,750 | $222K |
| Wells Fargo & Company | 0.00% | Reduce -25.3% | 624,491 | $217K |
| Jane Street Group, LLC | 0.00% | Add +68.2% | 606,829 | $211K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 517,686 | $180K |
| Goldman Sachs Group Inc. | 0.00% | Add +88.3% | 501,689 | $175K |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.5% | 438,435 | $153K |
| Levin Capital Strategies, L.P. | 0.01% | Reduce -37.1% | 415,000 | $145K |
| UBS Group AG | 0.00% | Reduce -6.8% | 402,998 | $140K |
| SCP Investment, LP | 0.09% | Add +36.9% | 370,888 | $129K |
| Two Sigma Advisers, LP | 0.00% | Add +2537.4% | 366,600 | $128K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -70.4% | 364,053 | $127K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 340,361 | $117K |
| Deutsche Bank AG | 0.00% | Reduce -26.0% | 306,908 | $107K |
| T. Rowe Price Associates Inc. | 0.00% | Add +79.4% | 298,041 | $104K |
| Invesco Ltd. | 0.00% | Reduce -90.0% | 271,224 | $94K |
| Gsa Capital Partners LLP | 0.01% | Reduce -74.5% | 270,292 | $94K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -24.4% | 266,542 | $93K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -37.5% | 228,067 | $89K |
| Barclays PLC | 0.00% | Add +213.1% | 235,336 | $82K |
| Group One Trading LLC | 0.00% | Reduce -0.9% | 235,083 | $82K |
| Rhumbline Advisers | 0.00% | Reduce -12.6% | 229,472 | $80K |
| AlTi Global, Inc. | 0.00% | No change | 217,940 | $76K |
| Nomura Holdings Inc. | 0.00% | Reduce -80.5% | 184,347 | $64K |
| Advisory Services Network, LLC | 0.00% | No change | 53,640 | $60K |
| Raymond James & Associates | 0.00% | Add +3.5% | 163,809 | $57K |
| Bank of America Corp. | 0.00% | Reduce -44.6% | 146,725 | $51K |
| HRT Financial LP | 0.00% | New | 149,119 | $51K |
| Electron Capital Partners, LLC | 0.00% | Add +1.1% | 126,624 | $44K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.1% | 124,007 | $43K |
| Creative Planning | 0.00% | Add +177.1% | 123,521 | $43K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -22.2% | 106,156 | $37K |
| AQR Capital Management | 0.00% | Reduce -86.5% | 104,892 | $37K |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 92,734 | $32K |
| Tudor Investment Corporation | 0.00% | No change | 91,608 | $32K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 81,174 | $28K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -53.8% | 79,667 | $28K |
| Virtu Financial LLC | 0.00% | New | 71,433 | $25K |
| Money Concepts Capital Corp. | 0.00% | New | 70,000 | $24K |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 66,692 | $23K |
| Voya Investment Management LLC | 0.00% | Reduce -59.8% | 61,245 | $21K |
| New York State Common Retirement Fund | 0.00% | No change | 59,423 | $21K |
| XTX Topco Ltd | 0.00% | New | 56,952 | $20K |
| Engineers Gate Manager LP | 0.00% | New | 52,401 | $18K |
| SG Americas Securities, LLC | 0.00% | Add +54.9% | 52,161 | $18K |
| Gainplan LLC | 0.01% | No change | 14,757 | $16K |
| Baader Bank Aktiengesellschaft | 0.00% | New | 64,982 | $16K |
| Fidelis Capital Partners, LLC | 0.00% | New | 31,124 | $16K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +57.0% | 41,864 | $15K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 40,660 | $14K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.5% | 40,645 | $14K |
| International Assets Investment Management, LLC | 0.00% | Reduce -3.7% | 39,050 | $14K |
| Optas, LLC | 0.00% | Add +254.9% | 37,595 | $13K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -93.0% | 33,249 | $12K |
| Millennium Management | 0.00% | New | 32,757 | $11K |
| National Bank of Canada | 0.00% | Add +12.8% | 32,520 | $11K |
| Neuberger Berman Group LLC | 0.00% | Add +7.5% | 29,504 | $10K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.7% | 29,299 | $10K |
| Corient Private Wealth LP | 0.00% | New | 29,140 | $10K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -57.4% | 29,238 | $10K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.6% | 27,952 | $10K |
| ProShare Advisors LLC | 0.00% | Add +50.3% | 28,686 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +27.6% | 27,970 | $10K |
| DRW Securities, LLC | 0.00% | New | 25,700 | $9K |
| Citadel Advisors | 0.00% | New | 25,580 | $9K |
| Aries Wealth Management | 0.00% | Reduce -3.9% | 25,000 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Add +67.0% | 24,935 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +19.2% | 20,094 | $7K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.3% | 19,204 | $7K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -25.5% | 19,000 | $7K |
| Cerity Partners LLC | 0.00% | Add +26.8% | 18,654 | $6K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -76.8% | 18,127 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 15,000 | $6K |
| Wolverine Trading, LLC | 0.00% | New | 17,842 | $6K |
| Legal & General Group Plc | 0.00% | Add +24.1% | 15,272 | $5K |
| Two Sigma Securities, LLC | 0.00% | New | 14,932 | $5K |
| FMR LLC | 0.00% | Add +441.9% | 14,815 | $5K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -69.7% | 14,252 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 14,154 | $5K |
| 360 Financial, Inc. | 0.00% | No change | 13,170 | $5K |
| Wealthspire Advisors, LLC | 0.00% | Add +18.1% | 13,082 | $5K |
| Prospera Financial Services Inc | 0.00% | Reduce -15.1% | 12,860 | $4K |
| Lazari Capital Management, Inc. | 0.00% | Reduce -3.8% | 12,574 | $4K |
| Deuterium Capital Management, LLC | 0.01% | No change | 12,000 | $4K |
| Ameriprise Financial Inc. | 0.00% | New | 11,860 | $4K |
| IHT Wealth Management, LLC | 0.00% | No change | 11,190 | $4K |
| California State Teachers Retirement System | 0.00% | No change | 11,000 | $4K |
| Principal Financial Group Inc. | 0.00% | Reduce -28.9% | 10,590 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.0% | 10,522 | $4K |
| Clarity Capital Partners LLC | 0.00% | Reduce -40.3% | 10,125 | $4K |
| Scotia Capital Inc. | 0.00% | New | 10,090 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.6% | 9,905 | $3K |
| Chickasaw Capital Management LLC | 0.00% | No change | 10,000 | $3K |
| Amalgamated Bank | 0.00% | No change | 5,250 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.2% | 4,378 | $2K |
| Allworth Financial LP | 0.00% | No change | 3,333 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,915 | $1K |
| CKW Financial Group | 0.00% | Reduce -53.8% | 3,872 | $1K |
| Cwm, LLC | 0.00% | Reduce -10.5% | 3,765 | $1K |
| Comerica Bank | 0.00% | No change | 2,137 | $744 |
| WR Wealth Planners, LLC | 0.00% | No change | 1,800 | $627 |
| Optiver Holding B.V. | 0.00% | New | 1,746 | $608 |
| US Bancorp \de | 0.00% | No change | 1,522 | $530 |
| IFP Advisors, Inc | 0.00% | No change | 1,100 | $383 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 919 | $320 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 750 | $261 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 700 | $244 |
| Abound Wealth Management | 0.00% | New | 523 | $183 |
| HM Payson & Co. | 0.00% | No change | 500 | $175 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.9% | 500 | $174 |
| CoreCap Advisors, LLC | 0.00% | No change | 500 | $174 |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -98.3% | 485 | $169 |
| Sterling Capital Management LLC | 0.00% | — | 482 | $168 |
| Harbour Investments, Inc. | 0.00% | No change | 356 | $124 |
| PSI Advisors, LLC | 0.00% | No change | 300 | $104 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 265 | $92 |
| Sunbelt Securities, Inc. | 0.00% | Add +17.5% | 235 | $82 |
| Rise Advisors, LLC | 0.00% | No change | 236 | $82 |
| Naples Money Management LLC | 0.00% | Reduce -46.2% | 233 | $81 |
| Bank of Montreal | 0.00% | Reduce -97.1% | 204 | $67 |
| Jones Financial Companies LLLP | 0.00% | New | 200 | $66 |
| ORG Partners LLC | 0.00% | Reduce -53.9% | 150 | $52 |
| Albion Financial Group | 0.00% | No change | 135 | $48 |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +7.8% | 125 | $44 |
| Sound Income Strategies, LLC | 0.00% | No change | 100 | $35 |
| Missouri Trust & Investment Co | 0.00% | No change | 55 | $19 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 17 | $6 |
| Aspire Private Capital, LLC | 0.00% | New | 10 | $3 |
| Elequin Capital, LP | 0.00% | New | 7 | $2 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 241 | $0 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 300 | $0 |
| Covestor Ltd | 0.00% | Reduce -6.1% | 46 | $0 |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.