Stem Ownership 2024 | Who Owns Stem Now?
Institutional Ownership
49.55%
Insider Ownership
4.56%
Retail Ownership
45.89%
Institutional Holders
186.00
Stem Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | 8.48% | 0.02% | 13,413,934 | 998,081 | 8.04% | 14,889,467 | Jun 30, 2024 |
| BLACKROCK INC. | 6.89% | 0.00% | 10,904,451 | -401,086 | -3.55% | 12,103,939 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.39% | 0.00% | 8,521,475 | 353,531 | 4.33% | 9,458,837 | Jun 30, 2024 |
| STATE STREET CORP | 3.14% | 0.00% | 4,967,772 | 917,676 | 22.66% | 5,514,227,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.17% | 0.00% | 3,438,071 | 266,539 | 8.40% | 3,816,812 | Jun 30, 2024 |
| INVESCO LTD. | 1.72% | 0.00% | 2,715,261 | -439,993 | -13.94% | 3,013,940 | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | 1.11% | 0.29% | 1,750,000 | -510,000 | -22.57% | 1,942,500 | Jun 30, 2024 |
| ROCK POINT ADVISORS, LLC | 1.02% | 0.54% | 1,618,589 | 109,810 | 7.28% | 1,796,634 | Jun 30, 2024 |
| SIR CAPITAL MANAGEMENT, L.P. | 1.00% | 0.17% | 1,578,575 | 1,208,875 | 326.99% | 1,752,218 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.91% | 0.00% | 1,433,970 | 763,462 | 113.86% | 1,591,707 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.86% | 0.00% | 1,358,255 | 1,167,668 | 612.67% | 1,507,663 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.78% | 0.00% | 1,231,140 | 55,248 | 4.70% | 1,366,565 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.75% | 0.00% | 1,188,348 | -81,398 | -6.41% | 1,319,067,000 | Jun 30, 2024 |
| LIDO ADVISORS, LLC | 0.68% | 0.01% | 1,075,772 | - | - | 1,194,107 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.67% | 0.08% | 1,061,924 | 827,855 | 353.68% | 1,179,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.66% | 0.00% | 1,039,420 | 71,956 | 7.44% | 1,132,968 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.60% | 0.00% | 944,622 | -380,907 | -28.74% | 1,048,530 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.54% | 0.11% | 856,092 | 551,492 | 181.05% | 950,262 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.53% | 0.00% | 835,671 | 23,157 | 2.85% | 927,596 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.49% | 0.00% | 777,648 | 764,401 | 5770.37% | 863,189 | Jun 30, 2024 |
Stem's largest institutional shareholder is SCHRODER INVESTMENT MANAGEMENT GROUP, holding 8.48% of the company's total share outstanding, currently valued at $14.89M. The top 10 institutional shareholders own together 31.83% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROCK POINT ADVISORS, LLC | 1.02% | 0.54% | 1,618,589 | 109,810 | 7.28% | 1,796,634 | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | 1.11% | 0.29% | 1,750,000 | -510,000 | -22.57% | 1,942,500 | Jun 30, 2024 |
| ANGLEPOINT ASSET MANAGEMENT LTD | 0.12% | 0.21% | 183,546 | -65,156 | -26.20% | 203,736 | Jun 30, 2024 |
| SCP INVESTMENT, LP | 0.17% | 0.19% | 270,888 | 148,000 | 120.43% | 300,686 | Jun 30, 2024 |
| SIR CAPITAL MANAGEMENT, L.P. | 1.00% | 0.17% | 1,578,575 | 1,208,875 | 326.99% | 1,752,218 | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.44% | 0.12% | 690,000 | 690,000 | 100.00% | 766,000 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.54% | 0.11% | 856,092 | 551,492 | 181.05% | 950,262 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.67% | 0.08% | 1,061,924 | 827,855 | 353.68% | 1,179,000 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.42% | 0.08% | 660,000 | 270,000 | 69.23% | 732,600 | Jun 30, 2024 |
| EMFO, LLC | 0.02% | 0.03% | 29,140 | - | - | 32,346 | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | 0.04% | 0.02% | 66,300 | -4,500 | -6.36% | 73,593 | Jun 30, 2024 |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | 0.01% | 0.02% | 12,000 | - | - | 13,320 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 8.48% | 0.02% | 13,413,934 | 998,081 | 8.04% | 14,889,467 | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | 0.02% | 0.01% | 39,000 | - | - | 43,290 | Jun 30, 2024 |
| CLARITY CAPITAL PARTNERS LLC | 0.01% | 0.01% | 16,964 | -18,305 | -51.90% | 18,830 | Jun 30, 2024 |
| PICKERING ENERGY PARTNERS LP | 0.01% | 0.01% | 11,868 | 6,000 | 102.25% | 13,173 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.22% | 0.01% | 349,390 | - | - | 387,823 | Jun 30, 2024 |
| ARIES WEALTH MANAGEMENT | 0.02% | 0.01% | 26,000 | 1,000 | 4.00% | 28,860 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.40% | 0.01% | 631,500 | 200 | 0.03% | 700,965 | Jun 30, 2024 |
| GAINPLAN LLC | 0.01% | 0.01% | 14,757 | 14,757 | 100.00% | 16,380 | Jun 30, 2024 |
The largest Stem shareholder by % of total assets is ROCK POINT ADVISORS, LLC. The company owns 1.62M shares of Stem (STEM), representing 0.54% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SIR CAPITAL MANAGEMENT, L.P. | 1.00% | 0.17% | 1,578,575 | 1,208,875 | 326.99% | 1,752,218 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.86% | 0.00% | 1,358,255 | 1,167,668 | 612.67% | 1,507,663 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 8.48% | 0.02% | 13,413,934 | 998,081 | 8.04% | 14,889,467 | Jun 30, 2024 |
| STATE STREET CORP | 3.14% | 0.00% | 4,967,772 | 917,676 | 22.66% | 5,514,227,000 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.67% | 0.08% | 1,061,924 | 827,855 | 353.68% | 1,179,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.49% | 0.00% | 777,648 | 764,401 | 5770.37% | 863,189 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.91% | 0.00% | 1,433,970 | 763,462 | 113.86% | 1,591,707 | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.44% | 0.12% | 690,000 | 690,000 | 100.00% | 766,000 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.54% | 0.11% | 856,092 | 551,492 | 181.05% | 950,262 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.31% | 0.00% | 491,251 | 480,163 | 4330.47% | 545,289 | Jun 30, 2024 |
| KBC GROUP NV | 0.43% | 0.00% | 678,017 | 375,974 | 124.48% | 753,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.39% | 0.00% | 614,928 | 353,735 | 135.43% | 682,570 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.39% | 0.00% | 8,521,475 | 353,531 | 4.33% | 9,458,837 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.22% | 0.00% | 341,139 | 300,200 | 733.29% | 376,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.26% | 0.00% | 409,529 | 295,199 | 258.20% | 454,577 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.40% | 0.00% | 638,427 | 284,733 | 80.50% | 708,654 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.42% | 0.08% | 660,000 | 270,000 | 69.23% | 732,600 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.25% | 0.01% | 391,594 | 269,853 | 221.66% | 434,668 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.17% | 0.00% | 3,438,071 | 266,539 | 8.40% | 3,816,812 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.11% | 0.00% | 172,238 | 172,238 | 100.00% | 191,184 | Jun 30, 2024 |
As of Jun 30 2024, Stem's largest institutional buyer is SIR CAPITAL MANAGEMENT, L.P.. The company purchased 1.21M stocks of STEM, valued at $1.75M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALKEON CAPITAL MANAGEMENT LLC | - | - | - | -7,188,612 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | - | - | - | -3,592,552 | -100.00% | - | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | - | - | - | -3,065,363 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -2,339,605 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -1,858,226 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.17% | 0.00% | 266,424 | -1,511,473 | -85.01% | 295,730 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.30% | 0.00% | 475,410 | -872,641 | -64.73% | 527,705 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.35% | 0.00% | 551,348 | -723,145 | -56.74% | 611,996 | Jun 30, 2024 |
| MORGAN STANLEY | 0.45% | 0.00% | 709,183 | -686,793 | -49.20% | 787,193 | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | 1.11% | 0.29% | 1,750,000 | -510,000 | -22.57% | 1,942,500 | Jun 30, 2024 |
| AMUNDI | - | - | - | -475,817 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 1.72% | 0.00% | 2,715,261 | -439,993 | -13.94% | 3,013,940 | Jun 30, 2024 |
| BLACKROCK INC. | 6.89% | 0.00% | 10,904,451 | -401,086 | -3.55% | 12,103,939 | Jun 30, 2024 |
| NICOLA WEALTH MANAGEMENT LTD. | - | - | - | -400,000 | -100.00% | - | Jun 30, 2024 |
| ALPS ADVISORS INC | - | - | - | -387,712 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.27% | 0.00% | 432,321 | -382,853 | -46.97% | 479,877 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.60% | 0.00% | 944,622 | -380,907 | -28.74% | 1,048,530 | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | - | - | - | -340,887 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.30% | 0.00% | 473,995 | -334,370 | -41.36% | 526,135 | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -291,700 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Stem's biggest institutional seller is ALKEON CAPITAL MANAGEMENT LLC. The company sold -7.19M shares of STEM, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.44% | 0.12% | 690,000 | 690,000 | 100.00% | 766,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.11% | 0.00% | 172,238 | 172,238 | 100.00% | 191,184 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 81,674 | 81,674 | 100.00% | 90,658 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.05% | - | 75,000 | 75,000 | 100.00% | 89,250 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.03% | 0.00% | 46,973 | 46,973 | 100.00% | 52,140 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.03% | 0.01% | 42,727 | 42,727 | 100.00% | 47,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.03% | - | 40,500 | 40,500 | 100.00% | 40,500 | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.02% | 0.00% | 26,660 | 26,660 | 100.00% | 26,711 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.01% | 0.00% | 20,331 | 20,331 | 100.00% | 22,568 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.01% | - | 17,248 | 17,248 | 100.00% | 19,145 | Jun 30, 2024 |
| GAINPLAN LLC | 0.01% | 0.01% | 14,757 | 14,757 | 100.00% | 16,380 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.01% | - | 14,715 | 14,715 | 100.00% | 16,334 | Jun 30, 2024 |
| ETHIC INC. | 0.01% | 0.00% | 12,383 | 12,383 | 100.00% | 13,745 | Jun 30, 2024 |
| OPTAS, LLC | 0.01% | 0.00% | 10,593 | 10,593 | 100.00% | 11,758 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 5,470 | 5,470 | 100.00% | 6,072 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 2,033 | 2,033 | 100.00% | 2,337 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.00% | - | 2,000 | 2,000 | 100.00% | 100 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 1,000 | 1,000 | 100.00% | 2,190 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.00% | 727 | 727 | 100.00% | 807 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | 0.00% | - | 89 | 89 | 100.00% | 109 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 65 | 65 | 100.00% | 72 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | - | - | 52 | 52 | 100.00% | 58 | Jun 30, 2024 |
| - | - | 50 | 50 | 100.00% | 55 | Jun 30, 2024 |
Stem's largest new institutional shareholder by number of shares is PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C., purchased 690.00K shares, valued at $766.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALKEON CAPITAL MANAGEMENT LLC | - | - | - | -7,188,612 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | - | - | - | -3,592,552 | -100.00% | - | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | - | - | - | -3,065,363 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -2,339,605 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -1,858,226 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -475,817 | -100.00% | - | Jun 30, 2024 |
| NICOLA WEALTH MANAGEMENT LTD. | - | - | - | -400,000 | -100.00% | - | Jun 30, 2024 |
| ALPS ADVISORS INC | - | - | - | -387,712 | -100.00% | - | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | - | - | - | -340,887 | -100.00% | - | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -291,700 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | - | - | - | -261,260 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -236,752 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -222,575 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -111,400 | -100.00% | - | Jun 30, 2024 |
| CAPTRUST FINANCIAL ADVISORS | - | - | - | -95,820 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -77,948 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -74,881 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -71,932 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -70,210 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -60,791 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -55,150 | -100.00% | - | Jun 30, 2024 |
| URSA FUND MANAGEMENT, LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | - | - | - | -46,609 | -100.00% | - | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | - | - | -43,693 | -100.00% | - | Jun 30, 2024 |
| ARIZONA STATE RETIREMENT SYSTEM | - | - | - | -40,702 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | - | - | - | -21,826 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -19,636 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -19,091 | -100.00% | - | Jun 30, 2024 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | - | - | - | -13,157 | -100.00% | - | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -12,969 | -100.00% | - | Jun 30, 2024 |
| TORTOISE INVESTMENT MANAGEMENT, LLC | - | - | - | -12,843 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -12,465 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -12,088 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -11,954 | -100.00% | - | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | - | - | - | -10,133 | -100.00% | - | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | - | -5,025 | -100.00% | - | Jun 30, 2024 |
| ARMSTRONG ADVISORY GROUP, INC | - | - | - | -4,424 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,314 | -100.00% | - | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | - | - | - | -3,081 | -100.00% | - | Jun 30, 2024 |
| SIGNATUREFD, LLC | - | - | - | -2,338 | -100.00% | - | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | - | - | - | -1,314 | -100.00% | - | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -605 | -100.00% | - | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -530 | -100.00% | - | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | - | -520 | -100.00% | - | Jun 30, 2024 |
| SCARBOROUGH ADVISORS, LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| VITALSTONE FINANCIAL, LLC | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | - | - | -242 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -188 | -100.00% | - | Jun 30, 2024 |
| ADVISORNET FINANCIAL, INC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | - | - | - | -147 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL SECURITIES, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -32 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
Stem's largest sold out institutional shareholder by shares sold is ALKEON CAPITAL MANAGEMENT LLC, sold -7.19M shares, valued at -, as of undefined.
Stem Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FORUM FUNDS | 3.47% | 8,000,000 | - | - | Jan 31, 2024 |
| Cushing NextGen Infrastructure Income Fund | 2.73% | 316,956 | - | - | Feb 29, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 2.66% | 10,500,000 | - | - | Jan 31, 2024 |
| CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND | 2.33% | 164,000 | - | - | Feb 29, 2024 |
| HARTFORD HLS SERIES FUND II INC | 1.55% | 381,606 | - | - | Dec 31, 2023 |
| BANCROFT FUND LTD | 1.08% | 1,500,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.07% | 1,500,000 | - | - | Dec 29, 2023 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.01% | 800,000 | - | - | Dec 29, 2023 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.70% | 38,500 | - | - | Feb 29, 2024 |
| HIGHLAND FUNDS II | 0.61% | 9,000 | - | - | Dec 31, 2023 |
| UNIFIED SERIES TRUST | 0.50% | 8,000,000 | -1,000,000 | -11.11% | Mar 31, 2024 |
| Cushing Mutual Funds Trust | 0.41% | 11,861 | -128,811 | -91.57% | Aug 31, 2023 |
| Virtus Strategy Trust | 0.40% | 8,460,000 | - | - | Mar 28, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.35% | 1,043,126 | - | - | Mar 31, 2024 |
| Salient MF Trust | 0.33% | 405,386 | - | - | Sep 30, 2022 |
| TETON WESTWOOD FUNDS | 0.31% | 200,000 | - | - | Dec 29, 2023 |
| ACAP Strategic Fund | 0.24% | 3,514,154 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.20% | 105,000 | - | - | Mar 31, 2024 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 0.19% | 166,675 | - | - | Feb 29, 2024 |
| BNY MELLON OPPORTUNITY FUNDS | 0.13% | 141,338 | - | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.09% | 1,695,000 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.07% | 1,761,779 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.06% | 614,776 | -152,603 | -19.89% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.05% | 202,179 | - | - | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.05% | 7,280 | - | - | Mar 31, 2024 |
| COHEN & STEERS INFRASTRUCTURE FUND INC | 0.04% | 637,750 | - | - | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 253,284 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.04% | 480,406 | -21,508 | -4.29% | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.04% | 21,868 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.03% | 867,224 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.02% | 179,851 | -9,234 | -4.88% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.02% | 1,868,621 | 111,693 | 6.36% | Jan 31, 2024 |
| Salient Midstream & MLP Fund | 0.02% | 4,698 | - | - | Aug 31, 2022 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 4,021 | - | - | Mar 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.02% | 63,000 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.02% | 6,942,411 | -5,065,326 | -42.18% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.02% | 199,410 | - | - | Jan 31, 2024 |
| ETF Managers Trust | 0.02% | 116,532 | -5,418 | -4.44% | Dec 31, 2023 |
| Pear Tree Funds | 0.01% | 109,818 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 89,393 | - | - | Aug 31, 2023 |
| SCHWAB CAPITAL TRUST | 0.01% | 394,905 | 1,777 | 0.45% | Jan 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 56,150 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 14,154 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,099,990 | -224,741 | -16.97% | Feb 29, 2024 |
| WILLIAM BLAIR FUNDS | 0.01% | 513,546 | - | - | Mar 31, 2024 |
| Amplify ETF Trust | 0.00% | 115,768 | 115,768 | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 1,100,279 | - | - | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 108,865 | 13,490 | 14.14% | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 73,149 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 93,455 | -7,168 | -7.12% | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 326,171 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 11,439 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 45,666 | 773 | 1.72% | Mar 31, 2024 |
| VanEck VIP Trust | 0.00% | 272,032 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 20,750 | - | - | Feb 29, 2024 |
| Listed Funds Trust | 0.00% | 8,617 | - | - | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 380,313 | - | - | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 28,319 | 388 | 1.39% | Jan 31, 2024 |
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.00% | 28,836 | - | - | Jan 31, 2024 |
| AB BOND FUND, INC. | 0.00% | 158,709 | 158,709 | - | Jan 31, 2024 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 240,426 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 6,629 | - | - | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 5,869 | - | - | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 741,159 | -3,439 | -0.46% | Feb 29, 2024 |
| Meeder Funds | 0.00% | 6,118 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 382,039 | 84,771 | 28.52% | Jan 31, 2024 |
| VanEck Funds | 0.00% | 637,052 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 2,463 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 202,495 | 29,470 | 17.03% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 48,400 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 8,844 | 649 | 7.92% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 103,518 | - | - | Jan 31, 2024 |
| FIDELITY SCHOOL STREET TRUST | 0.00% | 2,250,000 | - | - | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 7,395 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 64,660 | 4,327 | 7.17% | Mar 28, 2024 |
| FLEXSHARES TRUST | 0.00% | 35,360 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 51,989 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 18,116 | - | - | Mar 31, 2024 |
| DBX ETF TRUST | 0.00% | 26,341 | 1,473 | 5.92% | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 7,006 | - | - | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 626,416 | 69,964 | 12.57% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 1,298 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 5,048,233 | -307,880 | -5.75% | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 581,625 | - | - | Feb 29, 2024 |
| Investment Managers Series Trust II | 0.00% | 3,316 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 309,458 | -27,236 | -8.09% | Mar 31, 2024 |
| FundVantage Trust | 0.00% | 3,548 | - | - | Mar 28, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 1,328 | - | - | Feb 29, 2024 |
| Tidal Trust II | 0.00% | 5,325 | 726 | 15.79% | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 224,876 | 151,416 | 206.12% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 760,000 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 54,673 | -221 | -0.40% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 81,402 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 23,663 | -404 | -1.68% | Jan 31, 2024 |
| MASTER BOND LLC | 0.00% | 622,000 | - | - | Mar 28, 2024 |
| GPS Funds I | 0.00% | 927 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 5,000 | - | - | Mar 28, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 21,415 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 644 | - | - | Dec 31, 2023 |
| HC CAPITAL TRUST | 0.00% | 5,044 | - | - | Mar 31, 2024 |
Stem's largest mutual fund holder by % of total assets is "FORUM FUNDS", owning 8.00M shares, compromising 3.47% of its total assets.
Stem Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 186 | -16.22% |
| 31 Mar, 24 | 222 | -9.02% |
| 31 Dec, 23 | 244 | -2.79% |
| 30 Sep, 23 | 251 | 1.62% |
| 30 Jun, 23 | 247 | -0.40% |
| 31 Mar, 23 | 248 | -1.59% |
| 31 Dec, 22 | 252 | 4.56% |
| 30 Sep, 22 | 241 | 12.09% |
| 30 Jun, 22 | 215 | 1.42% |
| 31 Mar, 22 | 212 | -3.64% |
| 31 Dec, 21 | 220 | 17.02% |
| 30 Sep, 21 | 188 | -6.47% |
| 30 Jun, 21 | 201 | 3920.00% |
| 31 Mar, 21 | 5 | 150.00% |
| 31 Dec, 20 | 2 | 100.00% |
| 30 Sep, 20 | 1 | - |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | 1 | - |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
As of 30 Jun 24, 186 institutions are holding Stem's shares, representing a decrease of -16.22% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 78,374,947 | -18.31% |
| 31 Mar, 24 | 95,940,641 | -0.75% |
| 31 Dec, 23 | 96,664,352 | -7.51% |
| 30 Sep, 23 | 104,509,639 | 3.43% |
| 30 Jun, 23 | 101,048,486 | 5.93% |
| 31 Mar, 23 | 95,387,872 | 6.35% |
| 31 Dec, 22 | 89,688,884 | 10.88% |
| 30 Sep, 22 | 80,891,528 | 0.50% |
| 30 Jun, 22 | 80,486,879 | 4.63% |
| 31 Mar, 22 | 76,924,953 | 0.03% |
| 31 Dec, 21 | 76,900,716 | 30.31% |
| 30 Sep, 21 | 59,012,223 | 12.55% |
| 30 Jun, 21 | 52,431,543 | 3867.67% |
| 31 Mar, 21 | 1,321,470 | 7266.05% |
| 31 Dec, 20 | 17,940 | 1608.57% |
| 30 Sep, 20 | 1,050 | - |
| 30 Jun, 20 | 1,050 | - |
| 31 Mar, 20 | 1,050 | - |
| 31 Dec, 19 | 1,050 | - |
| 30 Sep, 19 | 1,050 | - |
| 30 Jun, 19 | 1,050 | - |
| 31 Mar, 19 | 1,050 | - |
Stem (STEM) has 78.37M shares outstanding as of 30 Jun 24, down -18.31% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 49.55% | 1.30% |
| 31 Mar, 24 | 61.66% | 1.60% |
| 31 Dec, 23 | 62.03% | 1.38% |
| 30 Sep, 23 | 67.08% | 1.58% |
| 30 Jun, 23 | 65.21% | 1.72% |
| 31 Mar, 23 | 61.55% | 1.80% |
| 31 Dec, 22 | 58.46% | 2.13% |
| 30 Sep, 22 | 52.39% | 1.92% |
| 30 Jun, 22 | 52.22% | 2.00% |
| 31 Mar, 22 | 51.12% | 1.58% |
| 31 Dec, 21 | 56.87% | 2.99% |
| 30 Sep, 21 | 43.64% | 1.61% |
| 30 Jun, 21 | 52.11% | 3020.92% |
| 31 Mar, 21 | 1.31% | 413823.03% |
| 31 Dec, 20 | 0.02% | 1708570.00% |
| 30 Sep, 20 | 0.00% | 100000.00% |
| 30 Jun, 20 | 0.00% | 100000.00% |
| 31 Mar, 20 | 0.00% | 100000.00% |
| 31 Dec, 19 | 0.00% | 100000.00% |
| 30 Sep, 19 | 0.00% | 100000.00% |
| 30 Jun, 19 | 0.00% | 100000.00% |
| 31 Mar, 19 | 0.00% | - |
As of 30 Jun 24, Stem is held by 49.55% institutional shareholders, representing a 1.30% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 80 | -12.09% |
| 31 Mar, 24 | 91 | -8.08% |
| 31 Dec, 23 | 99 | -8.33% |
| 30 Sep, 23 | 108 | -15.63% |
| 30 Jun, 23 | 128 | -6.57% |
| 31 Mar, 23 | 137 | 8.73% |
| 31 Dec, 22 | 126 | -5.97% |
| 30 Sep, 22 | 134 | 20.72% |
| 30 Jun, 22 | 111 | -3.48% |
| 31 Mar, 22 | 115 | -22.82% |
| 31 Dec, 21 | 149 | 44.66% |
| 30 Sep, 21 | 103 | -39.41% |
| 30 Jun, 21 | 170 | 4150.00% |
| 31 Mar, 21 | 4 | 300.00% |
| 31 Dec, 20 | 1 | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
80 institutional shareholders have increased their position in STEM stock as of 30 Jun 24 compared to 91 in the previous quarter (a -12.09% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 49 | -36.36% |
| 31 Mar, 24 | 77 | -7.23% |
| 31 Dec, 23 | 83 | 22.06% |
| 30 Sep, 23 | 68 | 13.33% |
| 30 Jun, 23 | 60 | - |
| 31 Mar, 23 | 60 | -13.04% |
| 31 Dec, 22 | 69 | 23.21% |
| 30 Sep, 22 | 56 | - |
| 30 Jun, 22 | 56 | 9.80% |
| 31 Mar, 22 | 51 | 37.84% |
| 31 Dec, 21 | 37 | -17.78% |
| 30 Sep, 21 | 45 | 2150.00% |
| 30 Jun, 21 | 2 | - |
| 31 Mar, 21 | - | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
49 institutional shareholders have reduced their position in STEM stock as of 30 Jun 24 compared to 77 in the previous quarter (a -36.36% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 186 | -16.22% | 78,374,947 | -18.31% | 49.55% | 1.30% | 80 | -12.09% | 49 | -36.36% |
| 31 Mar, 24 | 222 | -9.02% | 95,940,641 | -0.75% | 61.66% | 1.60% | 91 | -8.08% | 77 | -7.23% |
| 31 Dec, 23 | 244 | -2.79% | 96,664,352 | -7.51% | 62.03% | 1.38% | 99 | -8.33% | 83 | 22.06% |
| 30 Sep, 23 | 251 | 1.62% | 104,509,639 | 3.43% | 67.08% | 1.58% | 108 | -15.63% | 68 | 13.33% |
| 30 Jun, 23 | 247 | -0.40% | 101,048,486 | 5.93% | 65.21% | 1.72% | 128 | -6.57% | 60 | - |
| 31 Mar, 23 | 248 | -1.59% | 95,387,872 | 6.35% | 61.55% | 1.80% | 137 | 8.73% | 60 | -13.04% |
| 31 Dec, 22 | 252 | 4.56% | 89,688,884 | 10.88% | 58.46% | 2.13% | 126 | -5.97% | 69 | 23.21% |
| 30 Sep, 22 | 241 | 12.09% | 80,891,528 | 0.50% | 52.39% | 1.92% | 134 | 20.72% | 56 | - |
| 30 Jun, 22 | 215 | 1.42% | 80,486,879 | 4.63% | 52.22% | 2.00% | 111 | -3.48% | 56 | 9.80% |
| 31 Mar, 22 | 212 | -3.64% | 76,924,953 | 0.03% | 51.12% | 1.58% | 115 | -22.82% | 51 | 37.84% |
| 31 Dec, 21 | 220 | 17.02% | 76,900,716 | 30.31% | 56.87% | 2.99% | 149 | 44.66% | 37 | -17.78% |
| 30 Sep, 21 | 188 | -6.47% | 59,012,223 | 12.55% | 43.64% | 1.61% | 103 | -39.41% | 45 | 2150.00% |
| 30 Jun, 21 | 201 | 3920.00% | 52,431,543 | 3867.67% | 52.11% | 3020.92% | 170 | 4150.00% | 2 | - |
| 31 Mar, 21 | 5 | 150.00% | 1,321,470 | 7266.05% | 1.31% | 413823.03% | 4 | 300.00% | - | - |
| 31 Dec, 20 | 2 | 100.00% | 17,940 | 1608.57% | 0.02% | 1708570.00% | 1 | - | - | - |
| 30 Sep, 20 | 1 | - | 1,050 | - | 0.00% | 100000.00% | - | - | - | - |
| 30 Jun, 20 | 1 | - | 1,050 | - | 0.00% | 100000.00% | - | - | - | - |
| 31 Mar, 20 | 1 | - | 1,050 | - | 0.00% | 100000.00% | - | - | - | - |
| 31 Dec, 19 | 1 | - | 1,050 | - | 0.00% | 100000.00% | - | - | - | - |
| 30 Sep, 19 | 1 | - | 1,050 | - | 0.00% | 100000.00% | - | - | - | - |
| 30 Jun, 19 | 1 | - | 1,050 | - | 0.00% | 100000.00% | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 1,050 | - | 0.00% | - | 1 | - | - | - |
Stem Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Stem's stock was made by Birns Ira M on Jun 10 2024, selling 24,184 shares at - per share (valued at -). The last insider buy of STEM was made by BUZBY DAVID S on Jun 10 2024, buying 33,800 shares at $1.81 per share (worth $61.18K).
Stem Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 28 | 16 | 175.00% |
| Q1 2024 | 46 | 62 | 74.19% |
| Q4 2023 | 3 | 1 | 300.00% |
| Q3 2023 | 2 | 7 | 28.57% |
| Q2 2023 | 21 | 20 | 105.00% |
| Q1 2023 | 29 | 19 | 152.63% |
| Q4 2022 | - | 13 | - |
| Q3 2022 | 10 | 31 | 32.26% |
| Q2 2022 | 13 | 21 | 61.90% |
| Q1 2022 | 16 | 15 | 106.67% |
| Q4 2021 | 5 | 36 | 13.89% |
| Q3 2021 | 39 | 20 | 195.00% |
| Q2 2021 | 13 | 21 | 61.90% |
| Q4 2020 | - | 8 | - |
| Q3 2020 | - | 3 | - |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 1 | - |
| Q4 2018 | - | 2 | - |
| Q1 2018 | - | 1 | - |
| Q4 2017 | - | 1 | - |
28 total buy trades, and 16 total sell trades (buy/sell ratio of 1.75%) were made by Stem's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 6 | - |
| Q1 2024 | 5 | 40 | 12.50% |
| Q4 2023 | - | - | - |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | - | 7 | - |
| Q1 2023 | - | 10 | - |
| Q4 2022 | - | 13 | - |
| Q3 2022 | - | 26 | - |
| Q2 2022 | - | 11 | - |
| Q1 2022 | 2 | 6 | 33.33% |
| Q4 2021 | - | 32 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 1 | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q4 2018 | - | - | - |
| Q1 2018 | - | - | - |
| Q4 2017 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 6 open market sell trades of Stem's stocks.
Stem Peer Ownership
| Ticker | Company |
|---|---|
| GCT | GigaCloud Technology Inc. |
| MDB | MongoDB, Inc. |
| IRNT | IronNet, Inc. |
| PANW | Palo Alto Networks, Inc. |
| OKTA | Okta, Inc. |
| ALAR | Alarum Technologies Ltd. |
| ZS | Zscaler, Inc. |
| PATH | UiPath Inc. |
| AFRM | Affirm Holdings, Inc. |
| DLO | DLocal Limited |
| PLTR | Palantir Technologies Inc. |
| NET | Cloudflare, Inc. |
| PAGS | PagSeguro Digital Ltd. |
| CRWD | CrowdStrike Holdings, Inc. |
| PGY | Pagaya Technologies Ltd. |
STEM Ownership FAQ
Who Owns Stem?
Stem is owned by institutional shareholders (49.55%), insiders (4.56%), and public (45.89%). The largest institutional shareholder of Stem is SCHRODER INVESTMENT MANAGEMENT GROUP (8.48% of total shares) and the top mutual fund owner is FORUM FUNDS (3.47% of total shares).
Who are the major institutional shareholders of Stem?
Stem's major institutional shareholders are SCHRODER INVESTMENT MANAGEMENT GROUP, BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 26.08% of the company's share outstanding.
How many Stem shareholders are there?
As of Jun 2024, there are 186 institutional shareholders of Stem.
What percentage of Stem is owned by SCHRODER INVESTMENT MANAGEMENT GROUP?
SCHRODER INVESTMENT MANAGEMENT GROUP owns 13.41M shares of Stem, representing 8.48% of the company's total shares outstanding, valued at $14.89M (as of Jun 2024).
What percentage of Stem is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 10.9M shares of Stem (STEM), compromising 6.89% of the company, valued at $12.1M.
What percentage of Stem is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Stem. The company owns 8.52M of the company's shares outstanding (worth $9.46M).