StemSTEM

13F holders, Q4 2025 (December 31)
86holders +1
19new positions
18sold out
3famous investors
$15.05avg. 13F price*

At the end of Q4 2025, 86 institutions reported holding Stem Inc. (STEM) in their 13F filings, up 1 from Q3 2025. 19 opened new positions and 18 sold out. The largest holders were Vanguard Group Inc. ($6.0M), Marshall Wace, LLP ($2.5M) and BlackRock, Inc. ($2.1M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Stem Inc.
CUSIP
85859N300
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 80Q2 2025Q3 2025: 85Q3 2025Q4 2025: 86Q4 2025Q1 2026: 75Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$3.0M
Exits18$1.3M

All 13F filers, Q3 2025 → Q4 2025: 366,594 shares bought and 473,163 shares sold, net −106,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Vanguard Group Inc. 0.00% Add +0.3% 396,383 $6.0M
Marshall Wace, LLP 0.00% Reduce -31.4% 167,247 $2.5M
BlackRock, Inc. 0.00% Reduce -0.9% 138,177 $2.1M
Geode Capital Management, LLC 0.00% Add +2.1% 88,246 $1.3M
Two Sigma Investments, LP 0.00% Reduce -9.5% 85,099 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -4.1% 83,393 $1.3M
Gsa Capital Partners LLP 0.10% Add +569.1% 79,216 $1.2M
Bridgeway Capital Management, LLC 0.02% Add +346.1% 69,600 $1.0M
State Street Corp. 0.00% No change 38,279 $576K
Citigroup Inc. 0.00% Add +2.0% 37,223 $560K
UBS Group AG 0.00% Reduce -43.2% 36,390 $548K
Goldman Sachs Group Inc. 0.00% Add +37.9% 35,738 $538K
Jump Financial, LLC 0.01% New 35,500 $534K
Millennium Management 0.00% Reduce -21.1% 32,967 $496K
DNB Asset Management AS 0.00% New 32,461 $489K
Cohen & Steers, Inc. 0.00% No change 31,887 $480K
HSBC Holdings PLC 0.00% Add +48.1% 28,424 $434K
Two Sigma Advisers, LP 0.00% Add +7.8% 27,690 $417K
Susquehanna Portfolio Strategies, LLC 0.01% No change 26,781 $403K
Keyframe Capital Partners, L.P. 1.79% Add +2.9% 25,924 $390K
Royal Bank of Canada 0.00% Add +1.5% 25,938 $390K
Trexquant Investment LP 0.00% New 25,576 $385K
Morgan Stanley 0.00% Add +2.8% 24,074 $362K
Walleye Capital LLC 0.00% Reduce -20.9% 23,790 $358K
BNP Paribas Financial Markets 0.00% Add +40.4% 19,382 $292K
Northern Trust Corp. 0.00% Reduce -5.6% 18,779 $283K
Mangrove Partners Im, LLC 0.02% New 18,061 $272K
Qube Research & Technologies Ltd 0.00% New 18,040 $272K
HighTower Advisors, LLC 0.00% Add +0.4% 16,307 $245K
Canada Pension Plan Investment Board 0.00% New 16,100 $242K
XTX Topco Ltd 0.01% Reduce -35.8% 14,579 $219K
OMERS ADMINISTRATION Corp 0.00% New 12,600 $190K
Bank of America Corp. 0.00% Reduce -94.3% 12,417 $187K
Nomura Holdings Inc. 0.00% Reduce -19.1% 12,338 $186K
Balyasny Asset Management L.P. 0.00% New 11,778 $177K
Wells Fargo & Company 0.00% Add +89.2% 11,646 $175K
Renaissance Technologies 0.00% New 11,200 $169K
Point72 Asset Management 0.00% Reduce -78.8% 11,100 $167K
T. Rowe Price Associates Inc. 0.00% Reduce -14.8% 10,514 $159K
Zweig-DiMenna Associates LLC 0.01% New 8,302 $125K
Walleye Trading LLC 0.00% New 5,011 $75K
JPMorgan Chase & Co. 0.00% Add +1475.0% 4,914 $74K
Deutsche Bank AG 0.00% Reduce -37.3% 4,047 $61K
Acadian Asset Management LLC 0.00% New 3,608 $54K
Group One Trading LLC 0.00% Reduce -46.3% 2,849 $43K
FMR LLC 0.00% Add +136.4% 2,229 $34K
International Assets Investment Management, LLC 0.00% New 1,900 $29K
National Bank of Canada 0.00% Reduce -15.3% 1,746 $26K
IFP Advisors, Inc 0.00% Reduce -0.1% 1,478 $22K
Tower Research Capital LLC (TRC) 0.00% Add +566.5% 1,333 $20K
PNC Financial Services Group, Inc. 0.00% Reduce -2.2% 1,169 $18K
Osaic Holdings, Inc. 0.00% Add +20.7% 897 $13K
CIBC Private Wealth Group LLC 0.00% No change 476 $7K
Rockefeller Capital Management L.P. 0.00% No change 407 $6K
Cwm, LLC 0.00% Reduce -43.1% 339 $5K
Hurley Capital, LLC 0.00% No change 245 $4K
GAMMA Investing LLC 0.00% Reduce -5.0% 228 $3K
CKW Financial Group 0.00% No change 192 $3K
Federation des caisses Desjardins du Quebec 0.00% Reduce -18.4% 199 $3K
SBI Securities Co., Ltd. 0.00% No change 149 $2K
Federated Hermes, Inc. 0.00% No change 98 $1K
Farther Finance Advisors, LLC 0.00% New 97 $1K
Jones Financial Companies LLLP 0.00% Reduce -35.6% 96 $1K
Optiver Holding B.V. 0.00% No change 87 $1K
Clearstead Advisors, LLC 0.00% Reduce -44.8% 80 $1K
US Bancorp \de 0.00% No change 67 $1K
Bessemer Group Inc. 0.00% New 59 $1K
Cornerstone Financial Management LLC 0.00% — 66 $993
Nisa Investment Advisors, LLC 0.00% No change 50 $753
Allworth Financial LP 0.00% Reduce -19.2% 42 $633
Strategic Investment Solutions, Inc. 0.00% No change 37 $557
MAI Capital Management 0.00% No change 37 $557
Wilmington Savings Fund Society, FSB 0.00% No change 35 $527
Barclays PLC 0.00% No change 33 $497
Fortitude Family Office, LLC 0.00% New 29 $436
HM Payson & Co. 0.00% No change 25 $377
CoreCap Advisors, LLC 0.00% No change 25 $376
Quent Capital, LLC 0.00% New 25 $376
Comerica Bank 0.00% No change 20 $301
Strategic Wealth Partners, Ltd. 0.00% New 19 $286
Dogwood Wealth Management LLC 0.00% No change 11 $166
Ascentis Wealth Management, LLC 0.00% No change 7 $105
Sound Income Strategies, LLC 0.00% No change 5 $103
Russell Investments Group, Ltd. 0.00% Reduce -99.4% 6 $90
SageView Advisory Group, LLC 0.00% New 2 $31
Smallwood Wealth Investment Management, LLC 0.00% No change 2 $30

"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.