New Positions
3 managers initiated
Top five by reported value
- Swiss Life Asset Management Ltd$13.3M
- Altrafin AG$3.7M
- Sanctuary Advisors, LLC$160.3K
Stem, Inc. NYQ:STEM
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
3 new0 added0 reduced3 exited
Total Institutional Holders
3
as of 2025-12-31
Top Holder
Swiss Life Asset Management Ltd
$13.3M
Largest QoQ Increase
Swiss Life Asset Management Ltd
+3,487,902 sh
Largest QoQ Decrease
NEW YORK STATE COMMON RETIREMENT FUND
-645,916 sh
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 3,487,902 | +3,487,902 | $13.3M | +$13.3M | — |
| Altrafin AG | 364,827 | +364,827 | $3.7M | +$3.7M | — |
| Sanctuary Advisors, LLC | 457,678 | +457,678 | $160.3K | +$160.3K | — |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -645,916 | $0 | -$2.4M | — |
| Royal Bank of Canada | 0 | -514,538 | $0 | -$179.0K | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | -444,053 | $0 | -$155.6K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 3,487,902 | $13.3M | +3,487,902 | — |
| Altrafin AG | 364,827 | $3.7M | +364,827 | — |
| Sanctuary Advisors, LLC | 457,678 | $160.3K | +457,678 | — |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for STEM against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.