StemSTEM
13F holders, Q2 2025 (June 30)80holders +79
16new positions
2sold out
2famous investors
$6.23avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding Stem Inc. (STEM) in their 13F filings, up 79 from Q1 2025. 16 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($2.4M), BlackRock, Inc. ($1.1M) and Bank of America Corp. ($665K). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Stem Inc.
- CUSIP
- 85859N300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $593K |
| Exits | 2 | $20K |
All 13F filers, Q1 2025 → Q2 2025: 393,145 shares bought and 834,417 shares sold, net −441,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Vanguard Group Inc. | 0.00% | Reduce -10.2% | 386,755 | $2.4M |
| BlackRock, Inc. | 0.00% | Reduce -68.0% | 177,831 | $1.1M |
| Bank of America Corp. | 0.00% | Add +1707.8% | 106,803 | $665K |
| Susquehanna International Group, LLP | 0.00% | Add +131.4% | 100,807 | $628K |
| Geode Capital Management, LLC | 0.00% | Reduce -54.1% | 85,281 | $531K |
| UBS Group AG | 0.00% | Reduce -0.5% | 79,843 | $497K |
| Millennium Management | 0.00% | Add +5576.2% | 79,612 | $496K |
| Citigroup Inc. | 0.00% | Add +46.3% | 61,377 | $382K |
| AQR Capital Management | 0.00% | Reduce -34.7% | 48,446 | $302K |
| Jane Street Group, LLC | 0.00% | Add +190.4% | 43,836 | $273K |
| State Street Corp. | 0.00% | Reduce -78.3% | 33,079 | $206K |
| Cohen & Steers, Inc. | 0.00% | No change | 31,887 | $199K |
| Marshall Wace, LLP | 0.00% | New | 30,072 | $187K |
| Royal Bank of Canada | 0.00% | Add +0.5% | 25,861 | $161K |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.4% | 24,459 | $152K |
| Group One Trading LLC | 0.01% | Reduce -28.4% | 24,457 | $152K |
| Goldman Sachs Group Inc. | 0.00% | Add +20.5% | 23,629 | $147K |
| Lido Advisors, LLC | 0.00% | Reduce -57.8% | 22,394 | $140K |
| HSBC Holdings PLC | 0.00% | Reduce -49.7% | 21,977 | $137K |
| Northern Trust Corp. | 0.00% | Reduce -68.3% | 19,653 | $122K |
| Two Sigma Investments, LP | 0.00% | Add +60.8% | 16,738 | $104K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 16,227 | $101K |
| Bridgeway Capital Management, LLC | 0.00% | New | 15,600 | $97K |
| Jain Global LLC | 0.00% | New | 15,203 | $95K |
| Morgan Stanley | 0.00% | Reduce -44.0% | 13,973 | $87K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -21.5% | 12,340 | $77K |
| Virtu Financial LLC | 0.00% | New | 11,577 | $72K |
| Axq Capital, LP | 0.02% | New | 11,541 | $72K |
| Sanctuary Advisors, LLC | 0.00% | No change | 11,437 | $71K |
| HRT Financial LP | 0.00% | New | 11,203 | $69K |
| Barclays PLC | 0.00% | Reduce -7.0% | 8,589 | $54K |
| Deutsche Bank AG | 0.00% | Reduce -66.7% | 7,057 | $44K |
| Wells Fargo & Company | 0.00% | Reduce -54.5% | 6,981 | $43K |
| Cwm, LLC | 0.00% | Reduce -12.5% | 3,935 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +88.6% | 3,002 | $19K |
| Raymond James Financial Inc. | 0.00% | Add +26.7% | 1,651 | $10K |
| National Bank of Canada | 0.00% | Reduce -1.7% | 1,481 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.6% | 1,225 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +4926.3% | 955 | $6K |
| FMR LLC | 0.00% | Reduce -25.9% | 931 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 476 | $3K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.0% | 419 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.1% | 244 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +13.5% | 199 | $1K |
| CKW Financial Group | 0.00% | Reduce -0.8% | 192 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.5% | 145 | $904 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.7% | 95 | $592 |
| Optiver Holding B.V. | 0.00% | Reduce -0.3% | 87 | $542 |
| US Bancorp \de | 0.00% | Reduce -0.1% | 76 | $473 |
| NFSG Corp | 0.00% | New | 69 | $430 |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.4% | 59 | $368 |
| Allworth Financial LP | 0.00% | Add +2.5% | 52 | $324 |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -9.1% | 50 | $312 |
| Fortitude Family Office, LLC | 0.00% | New | 46 | $287 |
| Legal & General Group Plc | 0.00% | Reduce -93.9% | 39 | $243 |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -1.3% | 37 | $231 |
| MAI Capital Management | 0.00% | Reduce -1.3% | 37 | $231 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 33 | $206 |
| Essential Partners LLC | 0.00% | — | 28 | $174 |
| Jones Financial Companies LLLP | 0.00% | Reduce -38.8% | 25 | $161 |
| HM Payson & Co. | 0.00% | No change | 25 | $156 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 25 | $156 |
| CoreCap Advisors, LLC | 0.00% | Reduce -78.3% | 25 | $156 |
| Comerica Bank | 0.00% | Reduce -66.7% | 20 | $125 |
| IFP Advisors, Inc | 0.00% | New | 19 | $118 |
| Dogwood Wealth Management LLC | 0.00% | Reduce -4.3% | 11 | $99 |
| Danske Bank A/S | 0.00% | New | 11 | $69 |
| Rhumbline Advisers | 0.00% | Reduce -99.9% | 10 | $62 |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 10 | $62 |
| Painted Porch Advisors LLC | 0.00% | Reduce -95.2% | 7 | $44 |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -6.7% | 7 | $44 |
| Albion Financial Group | 0.00% | Reduce -11.1% | 6 | $38 |
| Kiker Wealth Management, LLC | 0.00% | New | 6 | $37 |
| True Wealth Design, LLC | 0.00% | Reduce -93.9% | 5 | $32 |
| Principal Securities, Inc. | 0.00% | New | 5 | $31 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5 | $31 |
| Sunbelt Securities, Inc. | 0.00% | New | 35 | $21 |
| Harbour Investments, Inc. | 0.00% | Reduce -83.2% | 3 | $19 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 1 | $13 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 2 | $12 |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.