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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Stem, Inc. (STEM)

NYSE - NYSE Delayed price. Currency in USD

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1.7300

+0.0300

(+1.76%)

At close: 04:00PM EDT

1.7008

-0.03

(-1.69%)

After hours:

06:13PM EDT

Major holders

Currency in USD

3.64%	% of shares held by all insiders
71.19%	% of shares held by institutions
73.88%	% of float held by institutions
309	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Schroder Investment Management Group	11,431,320	30 Dec 2023	7.08%	19,776,183
Blackrock Inc.	11,203,573	30 Dec 2023	6.94%	19,382,181
Vanguard Group Inc	11,123,924	30 Dec 2023	6.89%	19,244,388
Alkeon Capital Management LLC	7,188,612	30 Dec 2023	4.45%	12,436,298
BNP Paribas Asset Management Holding S.A.	6,637,625	30 Dec 2023	4.11%	11,483,091
State Street Corporation	3,783,383	30 Dec 2023	2.34%	6,545,252
Geode Capital Management, LLC	3,114,327	30 Dec 2023	1.93%	5,387,785
Goldman Sachs Group Inc	2,669,709	30 Dec 2023	1.65%	4,618,596
Invesco Ltd.	2,518,626	30 Dec 2023	1.56%	4,357,223
Wellington Management Group, LLP	1,594,708	30 Dec 2023	0.99%	2,758,844

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	4,714,276	30 Dec 2023	2.92%	8,155,697
ACAP Strategic Fund	3,514,154	30 Dec 2023	2.18%	6,079,486
iShares Russell 2000 ETF	3,461,828	28 Feb 2024	2.14%	5,988,962
Vanguard Extended Market Index Fund	2,175,995	30 Dec 2023	1.35%	3,764,471
Vanguard Small-Cap Index Fund	1,887,322	30 Dec 2023	1.17%	3,265,067
Invesco ETF Tr-Invesco Wilderhill Clean Energy ETF	1,705,786	28 Feb 2024	1.06%	2,951,009
Fidelity Small Cap Index Fund	1,450,056	30 Jan 2024	0.90%	2,508,596
iShares Russell 2000 Value ETF	1,344,839	28 Feb 2024	0.83%	2,326,571
Brighthouse Fds Tr II-Van Eck Global Natural Resources Porfolio	1,206,532	30 Dec 2023	0.75%	2,087,300
Vanguard Small-Cap Growth Index Fund	1,054,149	30 Dec 2023	0.65%	1,823,677