Exploring Stem, Inc. (STEM) Investor Profile: Who’s Buying and Why?

Exploring Stem, Inc. (STEM) Investor Profile: Who’s Buying and Why?

US | Technology | Software - Infrastructure | NYSE

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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%

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