StemSTEM
13F holders, Q3 2025 (September 30)85holders +5
23new positions
19sold out
3famous investors
$17.52avg. 13F price*
At the end of Q3 2025, 85 institutions reported holding Stem Inc. (STEM) in their 13F filings, up 5 from Q2 2025. 23 opened new positions and 19 sold out. The largest holders were Vanguard Group Inc. ($6.9M), Marshall Wace, LLP ($4.3M) and Bank of America Corp. ($3.8M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Stem Inc.
- CUSIP
- 85859N300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $4.6M |
| Exits | 19 | $962K |
All 13F filers, Q2 2025 → Q3 2025: 695,571 shares bought and 334,535 shares sold, net +361,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Vanguard Group Inc. | 0.00% | Add +2.2% | 395,223 | $6.9M |
| Marshall Wace, LLP | 0.00% | Add +710.6% | 243,758 | $4.3M |
| Bank of America Corp. | 0.00% | Add +104.0% | 217,871 | $3.8M |
| BlackRock, Inc. | 0.00% | Reduce -21.6% | 139,380 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Add +461.9% | 94,045 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.7% | 86,989 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.3% | 86,425 | $1.5M |
| UBS Group AG | 0.00% | Reduce -19.8% | 64,020 | $1.1M |
| Point72 Asset Management | 0.00% | New | 52,391 | $918K |
| Citadel Advisors | 0.00% | New | 44,340 | $777K |
| Millennium Management | 0.00% | Reduce -47.5% | 41,769 | $732K |
| State Street Corp. | 0.00% | Add +15.7% | 38,279 | $671K |
| Citigroup Inc. | 0.00% | Reduce -40.6% | 36,482 | $639K |
| Cohen & Steers, Inc. | 0.00% | No change | 31,887 | $559K |
| Walleye Capital LLC | 0.00% | New | 30,069 | $527K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 26,781 | $469K |
| Goldman Sachs Group Inc. | 0.00% | Add +9.6% | 25,908 | $454K |
| Two Sigma Advisers, LP | 0.00% | New | 25,690 | $450K |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 25,561 | $448K |
| Keyframe Capital Partners, L.P. | 1.08% | New | 25,191 | $441K |
| Morgan Stanley | 0.00% | Add +67.6% | 23,422 | $410K |
| XTX Topco Ltd | 0.02% | New | 22,718 | $398K |
| Northern Trust Corp. | 0.00% | Add +1.2% | 19,894 | $349K |
| HSBC Holdings PLC | 0.00% | Reduce -12.7% | 19,191 | $332K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 16,244 | $285K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 15,600 | $273K |
| Nomura Holdings Inc. | 0.00% | New | 15,252 | $267K |
| BNP Paribas Financial Markets | 0.00% | Reduce -43.5% | 13,810 | $242K |
| Virtu Financial LLC | 0.01% | Add +11.1% | 12,856 | $225K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.0% | 12,339 | $217K |
| Gsa Capital Partners LLP | 0.02% | New | 11,839 | $207K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 11,462 | $201K |
| Deutsche Bank AG | 0.00% | Reduce -8.5% | 6,457 | $113K |
| Wells Fargo & Company | 0.00% | Reduce -11.8% | 6,154 | $108K |
| Group One Trading LLC | 0.00% | Reduce -78.3% | 5,309 | $93K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 3,287 | $58K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 3,115 | $55K |
| National Bank of Canada | 0.00% | Add +39.2% | 2,061 | $36K |
| IFP Advisors, Inc | 0.00% | Add +7684.2% | 1,479 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 1,195 | $21K |
| FMR LLC | 0.00% | Add +1.3% | 943 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.0% | 936 | $16K |
| Wealthspire Advisors, LLC | 0.00% | New | 723 | $13K |
| Osaic Holdings, Inc. | 0.00% | Add +77.3% | 743 | $12K |
| Cwm, LLC | 0.00% | Reduce -84.8% | 596 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 476 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | New | 407 | $7K |
| JPMorgan Chase & Co. | 0.00% | Add +428.8% | 312 | $5K |
| Hurley Capital, LLC | 0.00% | New | 245 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 244 | $4K |
| GAMMA Investing LLC | 0.00% | New | 240 | $4K |
| CKW Financial Group | 0.00% | No change | 192 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.3% | 200 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +496.0% | 149 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.1% | 149 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 145 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +3733.3% | 115 | $2K |
| Federated Hermes, Inc. | 0.00% | New | 98 | $2K |
| NFSG Corp | 0.00% | Add +39.1% | 96 | $2K |
| Optiver Holding B.V. | 0.00% | No change | 87 | $2K |
| US Bancorp \de | 0.00% | Reduce -11.8% | 67 | $1K |
| Allworth Financial LP | 0.00% | No change | 52 | $912 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 50 | $876 |
| Advisory Services Network, LLC | 0.00% | New | 50 | $876 |
| MAI Capital Management | 0.00% | No change | 37 | $649 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 37 | $648 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 35 | $613 |
| Barclays PLC | 0.00% | Reduce -99.6% | 33 | $578 |
| Pilgrim Partners Asia Pte Ltd | 0.00% | — | 25 | $438 |
| HM Payson & Co. | 0.00% | No change | 25 | $438 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 25 | $438 |
| CoreCap Advisors, LLC | 0.00% | No change | 25 | $438 |
| Comerica Bank | 0.00% | No change | 20 | $350 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 20 | $350 |
| Dogwood Wealth Management LLC | 0.00% | No change | 11 | $193 |
| Mather Group, Llc. | 0.00% | New | 10 | $175 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -89.5% | 10 | $175 |
| Arax Advisory Partners | 0.00% | New | 8 | $140 |
| Painted Porch Advisors LLC | 0.00% | No change | 7 | $123 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 7 | $122 |
| Sound Income Strategies, LLC | 0.00% | New | 5 | $115 |
| Principal Securities, Inc. | 0.00% | No change | 5 | $88 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5 | $88 |
| Missouri Trust & Investment Co | 0.00% | New | 2 | $35 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 2 | $35 |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.