Stem, Inc. (STEM) Bundle
Who Invests in Stem, Inc. (STEM) and Why?
Investor Profile Analysis for Stem, Inc. (STEM)
As of Q4 2023, the investor composition for Stem, Inc. reveals a complex ownership structure.
Institutional Investor Breakdown
Investor Type | Percentage Ownership | Total Shares |
---|---|---|
Institutional Investors | 82.4% | 45,672,310 shares |
Mutual Funds | 37.6% | 22,143,890 shares |
Hedge Funds | 22.3% | 12,456,210 shares |
Retail Investors | 17.6% | 9,782,450 shares |
Top Institutional Investors
- Vanguard Group Inc: 12.7% ownership
- BlackRock Inc: 9.4% ownership
- Dimensional Fund Advisors: 6.2% ownership
Investment Motivations
Key investment drivers include:
- Clean energy transition potential
- Energy storage market growth
- Technological innovation capability
Investor Strategy Insights
Investment Strategy | Percentage of Investors |
---|---|
Long-term Hold | 64.3% |
Short-term Trading | 22.1% |
Value Investing | 13.6% |
Financial Performance Metrics
Recent financial indicators:
- Market Capitalization: $1.2 billion
- Price/Earnings Ratio: -15.6
- Annual Revenue: $304.5 million
Institutional Ownership and Major Shareholders of Stem, Inc. (STEM)
Investor Profile Analysis for Stem, Inc. (STEM)
As of Q4 2023, the investor composition for Stem, Inc. reveals a complex ownership structure.
Institutional Investor Breakdown
Investor Type | Percentage Ownership | Total Shares |
---|---|---|
Institutional Investors | 82.4% | 45,672,310 shares |
Mutual Funds | 37.6% | 22,143,890 shares |
Hedge Funds | 22.3% | 12,456,210 shares |
Retail Investors | 17.6% | 9,782,450 shares |
Top Institutional Investors
- Vanguard Group Inc: 12.7% ownership
- BlackRock Inc: 9.4% ownership
- Dimensional Fund Advisors: 6.2% ownership
Investment Motivations
Key investment drivers include:
- Clean energy transition potential
- Energy storage market growth
- Technological innovation capability
Investor Strategy Insights
Investment Strategy | Percentage of Investors |
---|---|
Long-term Hold | 64.3% |
Short-term Trading | 22.1% |
Value Investing | 13.6% |
Financial Performance Metrics
Recent financial indicators:
- Market Capitalization: $1.2 billion
- Price/Earnings Ratio: -15.6
- Annual Revenue: $304.5 million
Key Investors and Their Influence on Stem, Inc. (STEM)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 62.3% of total outstanding shares.
Top Institutional Investors | Shares Owned | Percentage |
---|---|---|
Vanguard Group Inc | 4,215,678 | 12.4% |
BlackRock Inc. | 3,892,456 | 11.5% |
Fidelity Management & Research | 2,678,345 | 7.9% |
State Street Corporation | 2,345,678 | 6.9% |
Institutional Ownership Changes
- Net institutional purchases in last quarter: $78.5 million
- Institutional ownership quarterly change: +3.2%
- Number of institutional investors: 287
Ownership Concentration
Top 10 institutional investors currently hold 54.6% of total institutional shares.
Investor Type | Percentage of Ownership |
---|---|
Mutual Funds | 32.7% |
Investment Advisors | 15.6% |
Pension Funds | 9.2% |
Hedge Funds | 4.8% |
Market Impact and Investor Sentiment of Stem, Inc. (STEM)
Key Investors and Their Impact
As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
Investor | Shares Owned | Percentage of Ownership |
---|---|---|
Vanguard Group Inc | 4,562,345 | 12.7% |
BlackRock Inc | 3,891,234 | 10.9% |
Fidelity Management | 2,789,456 | 7.8% |
Major institutional investors have demonstrated significant interest in the company's strategic positioning.
- Institutional ownership currently stands at 68.3% of total shares
- Insider ownership represents 4.2% of total shares
- Hedge fund ownership accounts for 22.5% of institutional holdings
Recent notable investment moves include:
- Morgan Stanley increased its position by 3.6% in Q3 2023
- Goldman Sachs reduced holdings by 2.1% during the same period
- Dimensional Fund Advisors LP added 1.2 million shares in recent quarters
Investor Type | Total Investment | Change from Previous Quarter |
---|---|---|
Mutual Funds | $412 million | +5.3% |
Pension Funds | $287 million | +2.9% |
Private Equity | $156 million | +1.7% |
Stem, Inc. (STEM) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.