Stem, Inc.
STEM- Exchange
- NYSE
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001758766
In the last 90 days, Stem, Inc. insiders filed 0 open-market purchases and 5 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Stem, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 72
- −2 vs. Q1 2026
- Shares held
- 2.20M
- +238.5K (+12.1%) vs. Q1 2026
- Total value
- $17.2M
- −$159.5K (−0.9%) vs. Q1 2026
- New holders
- 9
- 16 more added
- Sold out
- 11
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STEM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 72 | $17.2M |
| Q1 2026 | 75 | $17.4M |
| Q4 2025 | 86 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 405,608 | $3.17M | 0.00% | +114,268+39.2% | Added |
| Vanguard Capital Management LLC | 361,249 | $2.82M | 0.00% | +17,436+5.1% | Added |
| BlackRock, Inc. | 164,477 | $1.28M | 0.00% | +29,765+22.1% | Added |
| Trexquant Investment LP | 110,640 | $864.1K | 0.01% | +18,964+20.7% | Added |
| Two Sigma Investments, LP | 103,234 | $806.3K | 0.00% | −72,155−41.1% | Reduced |
| Gsa Capital Partners LLP | 102,321 | $799.0K | 0.05% | −6,181−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 93,094 | $727.1K | 0.00% | +40,000+75.3% | Added |
| Geode Capital Management, LLC | 93,014 | $726.8K | 0.00% | +962+1.0% | Added |
| Acadian Asset Management LLC | 74,646 | $579.0K | 0.00% | +64,083+606.7% | Added |
| Renaissance Technologies LLC | 66,482 | $519.2K | 0.00% | +7,907+13.5% | Added |
| Bridgeway Capital Management, LLC | 59,600 | $465.5K | 0.01% | −10,000−14.4% | Reduced |
| Vanguard Fiduciary Trust Co | 56,898 | $444.4K | 0.00% | +7,180+14.4% | Added |
| Longaeva Partners L.P. | 48,186 | $376.3K | 0.01% | +48,186 | New |
| State Street Corp | 38,278 | $299.0K | 0.00% | −10.0% | Reduced |
| Morgan Stanley | 37,661 | $294.1K | 0.00% | −10,374−21.6% | Reduced |
| Cohen & Steers, Inc. | 31,887 | $249.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 29,636 | $231.0K | 0.00% | +1,423+5.0% | Added |
| XTX Topco Ltd | 29,482 | $230.3K | 0.00% | +19,310+189.8% | Added |
| Citigroup Inc | 28,526 | $222.8K | 0.00% | −8,688−23.3% | Reduced |
| HSBC Holdings PLC | 28,424 | $221.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 26,655 | $209.0K | 0.00% | +12,741+91.6% | Added |
| Keyframe Capital Partners, L.P. | 25,924 | $202.5K | 100.00% | 00.0% | Unchanged |
| UBS Group AG | 25,132 | $196.3K | 0.00% | −28,101−52.8% | Reduced |
| Citadel Advisors LLC | 23,727 | $185.3K | 0.00% | +23,727 | New |
| Nomura Holdings Inc | 23,713 | $185.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 21,241 | $165.9K | 0.00% | +2,608+14.0% | Added |
| HighTower Advisors, LLC | 16,147 | $126.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,700 | $99.2K | 0.00% | +12,700 | New |
| Bank of America Corp | 11,385 | $88.9K | 0.00% | −32−0.3% | Reduced |
| Goldman Sachs Group Inc | 11,346 | $88.6K | 0.00% | +11,346 | New |
| Balyasny Asset Management LLC | 9,717 | $75.9K | 0.00% | +9,717 | New |
| Zweig-DiMenna Associates LLC | 8,302 | $64.8K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,630 | $36.2K | 0.00% | +1,053+29.4% | Added |
| Group One Trading, L.P. | 4,054 | $31.7K | 0.00% | −994−19.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,487 | $27.2K | 0.00% | +1,000+40.2% | Added |
| Vanguard Global Advisers, LLC | 2,852 | $22.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,870 | $14.8K | 0.00% | −30−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,080 | $8.44K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 840 | $6.56K | 0.00% | +840 | New |
| Advisor Group Holdings, Inc. | 703 | $5.49K | 0.00% | −120−14.6% | Reduced |
| JPMorgan Chase & Co | 712 | $5.33K | 0.00% | +712 | New |
| FMR LLC | 648 | $5.06K | 0.00% | −190−22.7% | Reduced |
| National Bank of Canada | 514 | $4.01K | 0.00% | −470−47.8% | Reduced |
| Rockefeller Capital Management L.P. | 392 | $3.06K | 0.00% | −10−2.5% | Reduced |
| Deutsche Bank AG | 347 | $2.71K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 245 | $1.91K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 199 | $1.55K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 167 | $1.30K | 0.00% | +167 | New |
| SBI Securities Co., Ltd. | 149 | $1.16K | 0.00% | +1+0.7% | Added |
| GAMMA Investing LLC | 120 | $937 | 0.00% | −82−40.6% | Reduced |
| Cornerstone Financial Management LLC | 66 | $515 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 62 | $484 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 60 | $469 | 0.00% | −6−9.1% | Reduced |
| Harbour Investments, Inc. | 57 | $445 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 50 | $391 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 35 | $273 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $265 | 0.00% | −60−62.5% | Reduced |
| HM Payson & Co | 25 | $196 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $195 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25 | $195 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $195 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $188 | 0.00% | +24 | New |
| Strategic Wealth Partners, Ltd. | 19 | $148 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12 | $94 | 0.00% | −40−76.9% | Reduced |
| Dogwood Wealth Management LLC | 11 | $86 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $78 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $78 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 7 | $54 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $39 | 0.00% | −1,473−99.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,753−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,967−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −11,955−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |