STEM — STEM INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in STEM INC COM (STEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10 -85 -89.5% 0.00% $175 $17.52
2025 Q2 REDUCED 95 -2,187 -95.8% 0.00% $592 $6.23
2025 Q1 ADDED 2,282 +1,391 +156.1% 0.00% $799 $7.00
2024 Q4 ADDED 891 +802 +901.1% 0.00% $537 $12.06
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% of Fund (quarterly)    STEM price (monthly, adj. close)

Other funds also holding STEM

As of 2025 Q4 — sorted by position size

Keyframe Capital Partners, L.P. 3Y 1.79% Altrafin AG 0.28% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.1% Skaana Management L.P. 3Y 0.07% CSS LLC/IL 3Y 7Y 0.05% MANGROVE PARTNERS IM, LLC 3Y 7Y 0.02% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.02% Zweig-DiMenna Associates LLC 3Y 7Y 0.01% Jump Financial, LLC 3Y 0.01% Susquehanna Portfolio Strategies, LLC 0.01%
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