StemSTEM
13F holders, Q4 2024 (December 31)141holders −8
15new positions
31sold out
4famous investors
$0.60avg. 13F price*
At the end of Q4 2024, 141 institutions reported holding Stem Inc. (STEM) in their 13F filings, down 8 from Q3 2024. 15 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($6.9M), Vanguard Group Inc. ($5.1M) and UBS Group AG ($2.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $766K |
| Exits | 31 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 8,499,488 shares bought and 14,482,967 shares sold, net −5,983,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| BlackRock, Inc. | 0.00% | Add +1.3% | 11,437,000 | $6.9M |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 8,399,323 | $5.1M |
| UBS Group AG | 0.00% | Add +1041.1% | 4,598,726 | $2.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.5% | 3,404,656 | $2.1M |
| State Street Corp. | 0.00% | Reduce -36.5% | 3,097,634 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +6.3% | 1,295,149 | $781K |
| Susquehanna International Group, LLP | 0.00% | Add +777.9% | 1,088,603 | $656K |
| Lido Advisors, LLC | 0.00% | No change | 1,075,772 | $649K |
| Morgan Stanley | 0.00% | Add +7.3% | 1,005,976 | $607K |
| Citigroup Inc. | 0.00% | Add +0.5% | 859,529 | $518K |
| HSBC Holdings PLC | 0.00% | Reduce -0.2% | 826,709 | $496K |
| BNP Paribas Financial Markets | 0.00% | New | 796,455 | $480K |
| Rock Point Advisors, LLC | 0.14% | Reduce -17.1% | 791,280 | $477K |
| Prescott Group Capital Management, L.L.C. | 0.06% | Reduce -34.7% | 778,573 | $469K |
| Group One Trading LLC | 0.02% | Add +230.7% | 777,344 | $469K |
| Wells Fargo & Company | 0.00% | Add +8.7% | 678,685 | $409K |
| Cohen & Steers, Inc. | 0.00% | No change | 637,750 | $385K |
| Deutsche Bank AG | 0.00% | Add +102.9% | 622,731 | $374K |
| Goldman Sachs Group Inc. | 0.00% | Add +22.0% | 611,896 | $369K |
| Royal Bank of Canada | 0.00% | Add +0.5% | 520,275 | $314K |
| Alliancebernstein L.P. | 0.00% | Reduce -33.8% | 474,103 | $286K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 438,188 | $264K |
| Baird Financial Group, Inc. | 0.00% | Reduce -79.3% | 429,231 | $259K |
| Collar Capital Management, LLC | 0.19% | — | 369,824 | $223K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 364,053 | $220K |
| Canada Pension Plan Investment Board | 0.00% | New | 335,900 | $203K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 334,761 | $202K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 298,041 | $179K |
| XTX Topco Ltd | 0.01% | Add +403.4% | 286,690 | $173K |
| Invesco Ltd. | 0.00% | Add +1.7% | 275,806 | $166K |
| AQR Capital Management | 0.00% | Add +133.4% | 244,778 | $148K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -29.1% | 189,097 | $142K |
| Rhumbline Advisers | 0.00% | Add +1.5% | 232,950 | $140K |
| Barclays PLC | 0.00% | Reduce -1.1% | 232,748 | $140K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.0% | 228,024 | $131K |
| Two Sigma Investments, LP | 0.00% | Reduce -68.8% | 206,713 | $125K |
| Nomura Holdings Inc. | 0.00% | Add +0.0% | 184,381 | $111K |
| Bank of America Corp. | 0.00% | Add +25.3% | 183,840 | $111K |
| Jane Street Group, LLC | 0.00% | Reduce -70.5% | 179,269 | $108K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +228.4% | 137,480 | $83K |
| Electron Capital Partners, LLC | 0.00% | Add +3.5% | 131,077 | $79K |
| SCP Investment, LP | 0.06% | Reduce -65.3% | 128,688 | $78K |
| Balyasny Asset Management L.P. | 0.00% | Add +569.6% | 121,381 | $73K |
| Levin Capital Strategies, L.P. | 0.01% | Reduce -75.9% | 100,000 | $60K |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 93,150 | $56K |
| Tudor Investment Corporation | 0.00% | No change | 91,608 | $55K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.4% | 87,163 | $53K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 75,476 | $46K |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 71,864 | $43K |
| Money Concepts Capital Corp. | 0.00% | No change | 70,000 | $42K |
| SG Americas Securities, LLC | 0.00% | Add +19.4% | 62,278 | $38K |
| Wolverine Trading, LLC | 0.00% | Add +176.7% | 49,376 | $37K |
| New York State Common Retirement Fund | 0.00% | No change | 59,423 | $36K |
| Raymond James Financial Inc. | 0.00% | — | 59,280 | $36K |
| Engineers Gate Manager LP | 0.00% | No change | 52,401 | $32K |
| Aries Wealth Management | 0.01% | Add +100.0% | 50,000 | $30K |
| International Assets Investment Management, LLC | 0.00% | Reduce -2.6% | 38,050 | $30K |
| AlTi Global, Inc. | 0.00% | Reduce -77.7% | 48,621 | $29K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 42,756 | $26K |
| Integrated Wealth Concepts LLC | 0.00% | Add +4.5% | 42,461 | $26K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 40,660 | $25K |
| National Bank of Canada | 0.00% | Add +5.2% | 34,210 | $21K |
| Nuveen Asset Management, LLC | 0.00% | No change | 33,249 | $20K |
| Huntleigh Advisors, Inc. | 0.00% | — | 32,300 | $19K |
| Millennium Management | 0.00% | Reduce -1.9% | 32,117 | $19K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 32,110 | $19K |
| Neuberger Berman Group LLC | 0.00% | No change | 29,504 | $18K |
| HB Wealth Management, LLC | 0.00% | No change | 29,299 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -2.5% | 27,279 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 24,935 | $15K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.2% | 22,877 | $14K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +18.4% | 22,500 | $14K |
| LPL Financial LLC | 0.00% | New | 21,850 | $13K |
| Cwm, LLC | 0.00% | Add +471.8% | 21,527 | $13K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.9% | 21,948 | $13K |
| Ethic Inc. | 0.00% | New | 21,301 | $13K |
| Corigliano Investment Advisers, LLC | 0.01% | — | 20,000 | $12K |
| Corient Private Wealth LP | 0.00% | Reduce -31.4% | 20,000 | $12K |
| Voya Investment Management LLC | 0.00% | Reduce -72.0% | 17,143 | $10K |
| FMR LLC | 0.00% | Add +8.8% | 16,125 | $10K |
| Legal & General Group Plc | 0.00% | No change | 15,272 | $9K |
| Belvedere Trading LLC | 0.00% | New | 15,036 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 15,000 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.9% | 14,680 | $9K |
| Cibc World Markets Corp. | 0.00% | New | 14,207 | $9K |
| Mariner, LLC | 0.00% | New | 14,200 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 14,154 | $9K |
| Cibc World Market Inc. | 0.00% | New | 13,700 | $8K |
| Captrust Financial Advisors | 0.00% | New | 13,212 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.5% | 9,522 | $8K |
| North Forty Two & Co. | 0.01% | — | 13,153 | $8K |
| Wealthspire Advisors, LLC | 0.00% | No change | 13,082 | $8K |
| Lazari Capital Management, Inc. | 0.00% | No change | 12,574 | $8K |
| Deuterium Capital Management, LLC | 0.02% | No change | 12,000 | $7K |
| Blair William & Co. | 0.00% | New | 11,865 | $7K |
| Optas, LLC | 0.00% | Reduce -69.5% | 11,471 | $7K |
| Maridea Wealth Management LLC | 0.00% | — | 11,185 | $7K |
| IHT Wealth Management, LLC | 0.00% | Reduce -1.6% | 11,015 | $7K |
| California State Teachers Retirement System | 0.00% | No change | 11,000 | $7K |
| HBK Sorce Advisory LLC | 0.00% | New | 10,645 | $6K |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.