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 2021
Institutional positions in Stem, Inc. as of Jun 30, 2021. 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
- 170
- +165 vs. Q1 2021
- Shares held
- 52.5M
- +51.2M (+3,871.5%) vs. Q1 2021
- Total value
- $1.89B
- +$1.85B (+5,278.6%) vs. Q1 2021
- New holders
- 165
- 2 more added
- Sold out
- 0
- 2 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,852,776 | $354.8M | 0.01% | +9,852,776 | New |
| Ontario Teachers Pension Plan Board | 7,371,428 | $265.4M | 3.33% | +7,371,428 | New |
| William Blair Investment Management, LLC | 5,240,740 | $188.7M | 0.59% | +5,240,740 | New |
| BlackRock Inc. | 4,504,169 | $162.2M | 0.00% | +4,504,169 | New |
| Temasek Holdings (Private) Ltd | 2,262,263 | $81.5M | 0.27% | +2,262,263 | New |
| Senator Investment Group LP | 2,200,000 | $79.2M | 1.50% | +2,200,000 | New |
| Adage Capital Partners GP, L.L.C. | 1,800,000 | $64.8M | 0.13% | +1,800,000 | New |
| Geode Capital Management, LLC | 1,415,097 | $51.0M | 0.01% | +1,415,097 | New |
| Luxor Capital Group, LP | 1,400,000 | $50.4M | 1.28% | +1,400,000 | New |
| Invesco Ltd. | 1,395,459 | $50.3M | 0.01% | +1,395,459 | New |
| Janus Henderson Group PLC | 1,305,850 | $47.0M | 0.02% | +1,305,850 | New |
| State Street Corp | 1,248,575 | $45.0M | 0.00% | +1,248,575 | New |
| Gilder Gagnon Howe & Co LLC | 1,089,782 | $39.2M | 0.19% | +1,089,782 | New |
| Van Eck Associates Corp | 952,077 | $34.3M | 0.08% | −224,220−19.1% | Reduced |
| DSAM Partners (London) Ltd | 881,000 | $31.7M | 5.33% | +881,000 | New |
| Northern Trust Corp | 713,563 | $25.7M | 0.00% | +713,563 | New |
| Charles Schwab Investment Management Inc | 655,903 | $23.6M | 0.01% | +655,903 | New |
| HITE Hedge Asset Management LLC | 554,863 | $20.0M | 2.81% | +554,863 | New |
| Alkeon Capital Management LLC | 550,000 | $19.8M | 0.07% | +550,000 | New |
| Voloridge Investment Management, LLC | 457,743 | $16.5M | 0.11% | +457,743 | New |
| Electron Capital Partners, LLC | 445,529 | $16.0M | 0.99% | +445,529 | New |
| Bank of New York Mellon Corp | 420,314 | $15.1M | 0.00% | +420,314 | New |
| Driehaus Capital Management LLC | 383,523 | $13.8M | 0.18% | +383,523 | New |
| Summit Partners Public Asset Management, LLC | 349,986 | $12.6M | 0.63% | +349,986 | New |
| Nuveen Asset Management, LLC | 284,270 | $10.2M | 0.00% | +284,270 | New |
| Scopus Asset Management, L.P. | 257,500 | $9.27M | 0.16% | +257,500 | New |
| Yaupon Capital Management LP | 250,000 | $9.00M | 5.21% | +250,000 | New |
| Jane Street Group, LLC | 224,509 | $8.08M | 0.02% | +224,509 | New |
| Evergreen Capital Management LLC | 220,281 | $7.93M | 0.38% | +220,281 | New |
| Governors Lane LP | 200,000 | $7.20M | 0.54% | +200,000 | New |
| Millennium Management LLC | 186,025 | $6.70M | 0.01% | +186,025 | New |
| Citadel Advisors LLC | 146,477 | $5.28M | 0.01% | +146,477 | New |
| Bienville Capital Management, LLC | 142,298 | $5.12M | 1.64% | +142,298 | New |
| DekaBank Deutsche Girozentrale | 117,000 | $4.31M | 0.01% | +117,000 | New |
| Morgan Stanley | 117,136 | $4.22M | 0.00% | +117,136 | New |
| Alyeska Investment Group, L.P. | 110,000 | $3.96M | 0.05% | +110,000 | New |
| Schonfeld Strategic Advisors LLC | 108,599 | $3.91M | 0.04% | +108,599 | New |
| Wells Fargo & Company | 94,511 | $3.40M | 0.00% | +94,511 | New |
| Captrust Financial Advisors | 89,119 | $3.21M | 0.03% | +29,906+50.5% | Added |
| Avidian Wealth Solutions, LLC | 89,059 | $3.21M | 0.25% | +89,059 | New |
| Salient Capital Advisors, LLC | 88,019 | $3.17M | 0.13% | +88,019 | New |
| California State Teachers Retirement System | 86,311 | $3.11M | 0.00% | +86,311 | New |
| Alliancebernstein L.P. | 81,600 | $2.94M | 0.00% | +81,600 | New |
| HAP Trading, LLC | 75,754 | $2.73M | 0.17% | +75,754 | New |
| Parallax Volatility Advisers, L.P. | 70,889 | $2.55M | 0.03% | +70,889 | New |
| Benefit Street Partners LLC | 70,000 | $2.52M | 0.96% | +70,000 | New |
| AXA S.A. | 68,596 | $2.47M | 0.01% | +68,596 | New |
| G2 Investment Partners Management LLC | 66,000 | $2.38M | 0.39% | +66,000 | New |
| Strategic Vision Investment Ltd | 65,403 | $2.35M | 3.84% | +65,403 | New |
| Rhumbline Advisers | 60,353 | $2.17M | 0.00% | +60,353 | New |
| Jefferies Group LLC | 59,341 | $2.14M | 0.04% | +59,341 | New |
| Carlson Capital L P | 54,960 | $1.98M | 0.10% | +54,960 | New |
| New York State Common Retirement Fund | 53,700 | $1.93M | 0.00% | +53,700 | New |
| Crawford Lake Capital Management, LLC | 51,158 | $1.84M | 1.29% | +51,158 | New |
| Commonwealth Equity Services, LLC | 49,361 | $1.78M | 0.00% | +49,361 | New |
| LPL Financial LLC | 47,372 | $1.71M | 0.00% | +47,372 | New |
| UBS Group AG | 47,270 | $1.70M | 0.00% | +47,270 | New |
| Apollo Management Holdings, L.P. | 45,500 | $1.64M | 0.01% | +45,500 | New |
| 1832 Asset Management L.P. | 43,727 | $1.61M | 0.00% | +43,727 | New |
| Goldman Sachs Group Inc | 42,520 | $1.53M | 0.00% | +42,520 | New |
| Magnetar Financial LLC | 43,500 | $1.50M | 0.01% | +43,500 | New |
| Foundations Investment Advisors, LLC | 45,153 | $1.45M | 0.07% | +45,153 | New |
| Arosa Capital Management LP | 40,000 | $1.44M | 0.50% | +40,000 | New |
| Deutsche Bank AG | 39,687 | $1.43M | 0.00% | +39,687 | New |
| American International Group, Inc. | 35,098 | $1.26M | 0.00% | +35,098 | New |
| Manufacturers Life Insurance Company, The | 33,802 | $1.22M | 0.00% | +33,802 | New |
| JPMorgan Chase & Co | 31,446 | $1.13M | 0.00% | +31,446 | New |
| Cambridge Investment Research Advisors, Inc. | 30,901 | $1.11M | 0.01% | +30,901 | New |
| Clear Street Markets LLC | 30,706 | $1.11M | 0.24% | +30,706 | New |
| SG Americas Securities, LLC | 30,301 | $1.09M | 0.01% | +30,301 | New |
| Nicola Wealth Management Ltd. | 30,000 | $1.08M | 0.11% | +30,000 | New |
| Luminus Management LLC | 28,100 | $1.01M | 0.16% | −44,400−61.2% | Reduced |
| Advisory Services Network, LLC | 26,371 | $950.0K | 0.03% | +13,961+112.5% | Added |
| Campbell Capital Management Inc | 25,400 | $915.0K | 0.41% | +25,400 | New |
| D. E. Shaw & Co., Inc. | 24,557 | $884.0K | 0.00% | +24,557 | New |
| Voya Investment Management LLC | 24,523 | $883.0K | 0.00% | +24,523 | New |
| MetLife Investment Management | 23,343 | $840.6K | 0.01% | +23,343 | New |
| Sigma Planning Corp | 23,243 | $837.0K | 0.03% | +23,243 | New |
| National Asset Management, Inc. | 22,812 | $822.0K | 0.03% | +22,812 | New |
| Oppenheimer & Co Inc | 22,218 | $800.0K | 0.01% | +22,218 | New |
| swisspartners Ltd. | 20,000 | $720.0K | 0.51% | +20,000 | New |
| Capital Advisory Group Advisory Services, LLC | 18,265 | $658.0K | 0.24% | +18,265 | New |
| Price T Rowe Associates Inc | 18,145 | $653.0K | 0.00% | +18,145 | New |
| Metropolitan Life Insurance Co | 17,872 | $643.6K | 0.01% | +17,872 | New |
| Gsa Capital Partners LLP | 17,689 | $637.0K | 0.07% | +17,689 | New |
| Blueshift Asset Management, LLC | 17,643 | $635.0K | 0.03% | +17,643 | New |
| ProShare Advisors LLC | 16,250 | $585.0K | 0.00% | +16,250 | New |
| 360 Financial, Inc. | 16,212 | $584.0K | 0.30% | +16,212 | New |
| Royal Bank of Canada | 15,751 | $567.0K | 0.00% | +15,751 | New |
| Bank of America Corp | 15,615 | $562.0K | 0.00% | +15,615 | New |
| Citigroup Inc | 15,482 | $558.0K | 0.00% | +15,482 | New |
| Cutler Group LP | 15,408 | $554.0K | 0.04% | +15,408 | New |
| SIR Capital Management, L.P. | 15,344 | $553.0K | 0.08% | +15,344 | New |
| Blair William & Co | 14,925 | $537.0K | 0.00% | +14,925 | New |
| Camden Capital, LLC | 14,866 | $535.0K | 0.12% | +14,866 | New |
| STRS Ohio | 14,500 | $522.0K | 0.00% | +14,500 | New |
| Wolverine Asset Management LLC | 13,702 | $493.0K | 0.00% | +13,702 | New |
| Kennedy Capital Management, Inc. | 13,386 | $482.0K | 0.01% | +13,386 | New |
| Caption Management, LLC | 12,800 | $460.0K | 0.04% | +12,800 | New |
| Parametric Portfolio Associates LLC | 12,646 | $455.0K | 0.00% | +12,646 | New |