StemSTEM
13F holders, Q1 2025 (March 31)154holders +13
30new positions
16sold out
3famous investors
$0.35avg. 13F price*
At the end of Q1 2025, 154 institutions reported holding Stem Inc. (STEM) in their 13F filings, up 13 from Q4 2024. 30 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($3.9M), Vanguard Group Inc. ($3.0M) and Geode Capital Management, LLC ($1.3M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $282K |
| Exits | 16 | $1.0M |
All 13F filers, Q4 2024 → Q1 2025: 3,219,314 shares bought and 8,324,184 shares sold, net −5,104,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 11,103,872 | $3.9M |
| Vanguard Group Inc. | 0.00% | Add +2.6% | 8,615,344 | $3.0M |
| Geode Capital Management, LLC | 0.00% | Add +9.1% | 3,714,543 | $1.3M |
| State Street Corp. | 0.00% | Reduce -1.6% | 3,048,941 | $1.1M |
| UBS Group AG | 0.00% | Reduce -65.1% | 1,604,519 | $562K |
| AQR Capital Management | 0.00% | Add +505.8% | 1,482,790 | $519K |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 1,240,931 | $435K |
| Lido Advisors, LLC | 0.00% | Reduce -1.4% | 1,060,772 | $372K |
| HSBC Holdings PLC | 0.00% | Add +5.6% | 873,282 | $307K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.0% | 871,361 | $305K |
| Citigroup Inc. | 0.00% | Reduce -2.4% | 839,088 | $294K |
| Group One Trading LLC | 0.01% | Reduce -12.1% | 683,269 | $239K |
| Cohen & Steers, Inc. | 0.00% | No change | 637,750 | $223K |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.8% | 606,842 | $213K |
| Rock Point Advisors, LLC | 0.06% | Reduce -30.6% | 549,290 | $192K |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 514,538 | $179K |
| Morgan Stanley | 0.00% | Reduce -50.4% | 499,165 | $175K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +22.0% | 444,053 | $156K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 437,581 | $153K |
| Deutsche Bank AG | 0.00% | Reduce -31.9% | 424,189 | $148K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.9% | 392,181 | $137K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 329,561 | $115K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 314,397 | $111K |
| Wells Fargo & Company | 0.00% | Reduce -54.8% | 306,863 | $107K |
| Jane Street Group, LLC | 0.00% | Add +68.4% | 301,862 | $106K |
| Alliancebernstein L.P. | 0.00% | Reduce -42.1% | 274,368 | $96K |
| XTX Topco Ltd | 0.00% | Reduce -19.6% | 230,443 | $81K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.4% | 228,839 | $80K |
| Nomura Holdings Inc. | 0.00% | Add +24.1% | 228,814 | $80K |
| Invesco Ltd. | 0.00% | Reduce -19.6% | 221,763 | $78K |
| Rhumbline Advisers | 0.00% | Reduce -8.3% | 213,710 | $75K |
| Two Sigma Investments, LP | 0.00% | Add +0.7% | 208,129 | $73K |
| Barclays PLC | 0.00% | Reduce -20.7% | 184,620 | $65K |
| Cetera Investment Advisers | 0.00% | Add +88.1% | 175,250 | $61K |
| Electron Capital Partners, LLC | 0.00% | Add +24.6% | 163,390 | $57K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +16.6% | 160,359 | $56K |
| Ieq Capital, LLC | 0.00% | New | 133,139 | $47K |
| GWN Securities Inc. | 0.00% | New | 80,774 | $45K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -34.9% | 123,164 | $43K |
| Bank of America Corp. | 0.00% | Reduce -35.7% | 118,155 | $41K |
| Intech Investment Management LLC | 0.00% | New | 93,598 | $33K |
| Tudor Investment Corporation | 0.00% | No change | 91,608 | $32K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 91,000 | $32K |
| Baird Financial Group, Inc. | 0.00% | Reduce -79.2% | 89,157 | $31K |
| Cwm, LLC | 0.00% | Add +317.7% | 89,913 | $31K |
| Cerity Partners LLC | 0.00% | New | 82,666 | $29K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -36.4% | 77,234 | $27K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 74,374 | $26K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 71,793 | $25K |
| Money Concepts Capital Corp. | 0.00% | No change | 70,000 | $25K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 69,610 | $24K |
| New York State Common Retirement Fund | 0.00% | No change | 59,423 | $21K |
| SG Americas Securities, LLC | 0.00% | Reduce -12.0% | 54,779 | $19K |
| Aries Wealth Management | 0.00% | No change | 50,000 | $18K |
| SCP Investment, LP | 0.01% | Reduce -62.2% | 48,688 | $17K |
| AlTi Global, Inc. | 0.00% | No change | 48,621 | $17K |
| Integrated Wealth Concepts LLC | 0.00% | Add +9.0% | 46,268 | $16K |
| Skaana Management L.P. | 0.03% | New | 44,504 | $16K |
| Pallas Capital Advisors LLC | 0.00% | New | 41,871 | $15K |
| Mariner, LLC | 0.00% | Add +189.9% | 41,168 | $14K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 40,660 | $14K |
| Engineers Gate Manager LP | 0.00% | Reduce -26.2% | 38,649 | $14K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +71.1% | 38,500 | $13K |
| Ethic Inc. | 0.00% | Add +83.2% | 39,019 | $13K |
| 360 Financial, Inc. | 0.00% | New | 34,907 | $12K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 33,686 | $12K |
| Cibc World Market Inc. | 0.00% | Add +144.5% | 33,500 | $12K |
| Nuveen, LLC | 0.00% | — | 33,249 | $12K |
| ProShare Advisors LLC | 0.00% | Reduce -23.2% | 32,834 | $12K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 32,110 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +16.7% | 31,834 | $11K |
| Captrust Financial Advisors | 0.00% | Add +129.4% | 30,304 | $11K |
| National Bank of Canada | 0.00% | Reduce -11.9% | 30,140 | $11K |
| HB Wealth Management, LLC | 0.00% | Add +0.6% | 29,464 | $10K |
| Optas, LLC | 0.00% | Add +147.7% | 28,413 | $10K |
| Huntleigh Advisors, Inc. | 0.00% | Reduce -12.4% | 28,300 | $10K |
| Millennium Management | 0.00% | Reduce -12.7% | 28,051 | $10K |
| LPL Financial LLC | 0.00% | Add +24.4% | 27,190 | $10K |
| Raymond James Financial Inc. | 0.00% | Reduce -56.0% | 26,064 | $9K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.0% | 24,365 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 25,680 | $9K |
| FMR LLC | 0.00% | Add +55.8% | 25,118 | $9K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 24,035 | $8K |
| Keystone Financial Group | 0.00% | New | 22,600 | $8K |
| Corient Private Wealth LP | 0.00% | No change | 20,000 | $7K |
| Two Sigma Securities, LLC | 0.00% | New | 19,164 | $7K |
| Merit Financial Group, LLC | 0.00% | New | 18,993 | $7K |
| Fidelis Capital Partners, LLC | 0.00% | New | 15,014 | $6K |
| HBK Sorce Advisory LLC | 0.00% | Add +59.1% | 16,933 | $6K |
| Baader Bank Aktiengesellschaft | 0.00% | New | 20,881 | $6K |
| Focus Partners Wealth | 0.00% | New | 14,913 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 15,000 | $5K |
| Wealthspire Advisors, LLC | 0.00% | Add +9.9% | 14,376 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 14,154 | $5K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 13,500 | $5K |
| North Forty Two & Co. | 0.01% | No change | 13,153 | $5K |
| Proficio Capital Partners LLC | 0.00% | New | 13,153 | $5K |
| Legal & General Group Plc | 0.00% | Reduce -16.1% | 12,813 | $4K |
| Lazari Capital Management, Inc. | 0.00% | No change | 12,574 | $4K |
| Deuterium Capital Management, LLC | 0.01% | No change | 12,000 | $4K |
| Blair William & Co. | 0.00% | No change | 11,865 | $4K |
| Wolverine Trading, LLC | 0.00% | Reduce -78.6% | 10,587 | $4K |
| Chickasaw Capital Management LLC | 0.00% | No change | 10,000 | $4K |
| Maridea Wealth Management LLC | 0.00% | No change | 11,185 | $4K |
| Claro Advisors Inc. | 0.00% | New | 11,145 | $4K |
| Prudential Financial Inc. | 0.00% | New | 11,110 | $4K |
| IHT Wealth Management, LLC | 0.00% | Add +0.3% | 11,051 | $4K |
| Principal Financial Group Inc. | 0.00% | Add +4.1% | 11,021 | $4K |
| California State Teachers Retirement System | 0.00% | No change | 11,000 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.8% | 10,886 | $4K |
| Clarity Capital Partners LLC | 0.00% | No change | 10,000 | $4K |
| Johnson Investment Counsel Inc. | 0.00% | New | 10,000 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,522 | $3K |
| Amalgamated Bank | 0.00% | No change | 5,250 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +103.1% | 4,885 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +47.8% | 3,507 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.8% | 2,915 | $1K |
| CKW Financial Group | 0.00% | No change | 3,872 | $1K |
| Sterling Capital Management LLC | 0.00% | Reduce -47.1% | 2,728 | $956 |
| CoreCap Advisors, LLC | 0.00% | No change | 2,308 | $808 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +156.1% | 2,282 | $799 |
| Optiver Holding B.V. | 0.00% | No change | 1,746 | $612 |
| True Wealth Design, LLC | 0.00% | New | 1,637 | $574 |
| US Bancorp \de | 0.00% | No change | 1,522 | $533 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,393 | $488 |
| Coldstream Capital Management Inc. | 0.00% | New | 1,386 | $486 |
| Comerica Bank | 0.00% | Reduce -43.9% | 1,200 | $420 |
| Allworth Financial LP | 0.00% | No change | 1,015 | $413 |
| Nisa Investment Advisors, LLC | 0.00% | Add +120.0% | 1,100 | $385 |
| Rise Advisors, LLC | 0.00% | New | 1,015 | $356 |
| Jones Financial Companies LLLP | 0.00% | Add +308.5% | 817 | $319 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 750 | $263 |
| MAI Capital Management | 0.00% | No change | 750 | $263 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 700 | $245 |
| HM Payson & Co. | 0.00% | No change | 500 | $176 |
| Pilgrim Partners Asia Pte Ltd | 0.00% | No change | 500 | $175 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $175 |
| Russell Investments Group, Ltd. | 0.00% | New | 380 | $133 |
| Harbour Investments, Inc. | 0.00% | No change | 356 | $125 |
| PSI Advisors, LLC | 0.00% | No change | 300 | $105 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 265 | $93 |
| Dogwood Wealth Management LLC | 0.00% | No change | 230 | $81 |
| Legacy Wealth Managment, LLC | 0.00% | New | 200 | $71 |
| Bank of Montreal | 0.00% | No change | 203 | $71 |
| Mather Group, Llc. | 0.00% | New | 200 | $70 |
| SVB Wealth LLC | 0.00% | New | 200 | $70 |
| NewEdge Advisors, LLC | 0.00% | No change | 153 | $55 |
| Ascentis Wealth Management, LLC | 0.00% | New | 150 | $50 |
| Albion Financial Group | 0.00% | No change | 135 | $48 |
| IFP Advisors, Inc | 0.00% | Reduce -90.9% | 100 | $35 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 100 | $35 |
| Sound Income Strategies, LLC | 0.00% | No change | 100 | $35 |
| Missouri Trust & Investment Co | 0.00% | No change | 55 | $19 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 40 | $14 |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.