Security key
85859N300
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 8,335,237
- Total 13F shares
- 645
- Share change
- +645
- Total reported value
- $716
- Price per share
- $1.11
- Number of holders
- 1
- Value change
- +$716
- Number of buys
- 1
Report period
Q2 2024
Institutions
1
Top holders
1
Broader feeds
Reporting periods
Holder history for CUSIP 85859N300
Recent filing periods:
Top shareholders of STEM - STEM, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
—
class O/S missing
|
12,415,853
|
$27,190,718 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
11,305,537
|
$24,759,126 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
8,167,944
|
$17,887,798 | — | 31 Mar 2024 | |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
7,188,612
|
$15,743,060 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
4,050,096
|
$8,869,710 | — | 31 Mar 2024 | |
| BNP Paribas Asset Management Holding S.A. |
13F
|
Company |
—
class O/S missing
|
3,592,552
|
$7,868,000 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
3,171,532
|
$6,946,708 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
3,155,254
|
$6,910,006 | — | 31 Mar 2024 | |
| HITE Hedge Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
3,065,363
|
$6,713,145 | — | 31 Mar 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
2,339,605
|
$5,123,735 | — | 31 Mar 2024 | |
| ARDSLEY ADVISORY PARTNERS LP |
13F
|
Company |
—
class O/S missing
|
2,260,000
|
$4,949,400 | — | 31 Mar 2024 | |
| John Eugene Carrington |
3/4/5
|
CEO and Director, Director |
—
mixed-class rows
|
1,774,388
mixed-class rows
|
$4,339,189 | — | 28 May 2024 | |
| CenterBook Partners LP |
13F
|
Company |
—
class O/S missing
|
1,858,226
|
$4,069,515 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
1,777,897
|
$3,893,594 | — | 31 Mar 2024 | |
| Robert Schaefer |
3/4/5
|
President, Transformational |
—
mixed-class rows
|
1,869,455
mixed-class rows
|
$3,453,606 | — | 19 Mar 2024 | |
| Rock Point Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,508,779
|
$3,304,226 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,395,976
|
$3,057,191 | — | 31 Mar 2024 | |
| Bridgewater Associates, LP |
13F
|
Company |
—
class O/S missing
|
1,348,051
|
$2,952,232 | — | 31 Mar 2024 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
—
class O/S missing
|
1,325,529
|
$2,902,909 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
1,274,493
|
$2,791,139 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
1,269,746
|
$2,780,743 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
1,175,892
|
$2,575,203 | — | 31 Mar 2024 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,075,772
|
$2,355,941 | — | 31 Mar 2024 | |
| William John Bush |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
1,027,917
mixed-class rows
|
$2,302,446 | — | 28 May 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
967,464
|
$2,118,652 | — | 31 Mar 2024 | |
| Michael C. Morgan |
3/4/5
|
Director |
—
mixed-class rows
|
1,420,660
mixed-class rows
|
$1,875,272 | — | 07 Jun 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
815,174
|
$1,785,232 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
812,514
|
$1,779,406 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
808,365
|
$1,770,319 | — | 31 Mar 2024 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
759,861
|
$1,664,096 | — | 31 Mar 2024 | |
| Swiss Life Asset Management Ltd |
13F
|
Company |
—
class O/S missing
|
719,762
|
$1,576,279 | — | 31 Mar 2024 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
670,508
|
$1,468,413 | — | 31 Mar 2024 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
637,750
|
$1,397,000 | — | 31 Mar 2024 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
222,575
|
$1,388,868 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
630,145
|
$1,380,017 | — | 31 Mar 2024 | |
| Alan Russo |
3/4/5
|
Chief Revenue Officer |
—
mixed-class rows
|
506,979
mixed-class rows
|
$1,335,165 | — | 28 May 2024 | |
| Prakesh Patel |
3/4/5
|
Chief Strategy Officer |
—
mixed-class rows
|
474,935
mixed-class rows
|
$1,275,258 | — | 28 May 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
569,771
|
$1,247,798 | — | 31 Mar 2024 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
—
class O/S missing
|
560,885
|
$1,228,339 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
513,547
|
$1,125,000 | — | 31 Mar 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
480,092
|
$1,051,402 | — | 31 Mar 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
474,265
|
$1,038,640 | — | 31 Mar 2024 | |
| Skandinaviska Enskilda Banken AB (publ) |
13F
|
Company |
—
class O/S missing
|
407,216
|
$891,803 | — | 31 Mar 2024 | |
| Mark William Triplett |
3/4/5
|
Chief Operating Officer |
—
class O/S missing
|
323,946
|
$884,373 | — | 12 Apr 2022 | |
| NICOLA WEALTH MANAGEMENT LTD. |
13F
|
Company |
—
class O/S missing
|
400,000
|
$876,000 | — | 31 Mar 2024 | |
| LEVIN CAPITAL STRATEGIES, L.P. |
13F
|
Company |
—
class O/S missing
|
390,000
|
$854,100 | — | 31 Mar 2024 | |
| ALPS ADVISORS INC |
13F
|
Company |
—
class O/S missing
|
387,712
|
$849,089 | — | 31 Mar 2024 | |
| SIR Capital Management, L.P. |
13F
|
Company |
—
class O/S missing
|
369,700
|
$809,643 | — | 31 Mar 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
353,694
|
$774,590 | — | 31 Mar 2024 | |
| Larsh Johnson |
3/4/5
|
Chief Technology Officer |
—
mixed-class rows
|
348,016
mixed-class rows
|
$773,706 | — | 12 Mar 2024 |
Institutional Holders of STEM, INC. - Common Stock (STEM) as of Q2 2024
As of 30 Jun 2024,
STEM, INC. - Common Stock (STEM) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
645 shares.
The largest 1 holders included
Painted Porch Advisors LLC.
This page lists
1
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q4 2025 Across Filers
Q4 2025 holders
86
Q2 2024 holders
1
Holder diff
-85
| Investor | Q4 2025 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.