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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
189
+183 vs. Q1 2021
Shares held
60.9M
+58.9M (+2,909.2%) vs. Q1 2021
Total value
$2.12B
+$2.08B (+4,605.8%) vs. Q1 2021
New holders
183
3 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.

Institutional holdersQ2 2021: 189 institutions
Q1 2021: 6 institutionsQ2 2021: 189 institutionsQ3 2021: 176 institutionsQ4 2021: 207 institutionsQ1 2022: 192 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 235 institutionsQ1 2023: 228 institutionsQ2 2023: 227 institutionsQ3 2023: 228 institutionsQ4 2023: 225 institutionsQ1 2024: 211 institutionsQ2 2024: 183 institutionsQ3 2024: 150 institutionsQ4 2024: 142 institutionsQ1 2025: 155 institutionsQ2 2025: 81 institutionsQ3 2025: 85 institutionsQ4 2025: 86 institutionsQ1 2026: 75 institutionsQ2 2026: 72 institutions
Value heldQ2 2021: $2.12B
Q1 2021: $45.1MQ2 2021: $2.12BQ3 2021: $1.41BQ4 2021: $1.46BQ1 2022: $849.4MQ2 2022: $581.9MQ3 2022: $1.10BQ4 2022: $819.1MQ1 2023: $547.9MQ2 2023: $592.9MQ3 2023: $460.1MQ4 2023: $380.9MQ1 2024: $212.2MQ2 2024: $88.6MQ3 2024: $19.8MQ4 2024: $30.9MQ1 2025: $16.2MQ2 2025: $10.1MQ3 2025: $34.4MQ4 2025: $27.9MQ1 2026: $17.4MQ2 2026: $17.2M
Institutions holding STEM and their total value by quarter
QuarterHoldersValue
Q2 202672$17.2M
Q1 202675$17.4M
Q4 202586$27.9M
Q3 202585$34.4M
Q2 202581$10.1M
Q1 2025155$16.2M
Q4 2024142$30.9M
Q3 2024150$19.8M
Q2 2024183$88.6M
Q1 2024211$212.2M
Q4 2023225$380.9M
Q3 2023228$460.1M
Q2 2023227$592.9M
Q1 2023228$547.9M
Q4 2022235$819.1M
Q3 2022220$1.10B
Q2 2022204$581.9M
Q1 2022192$849.4M
Q4 2021207$1.46B
Q3 2021176$1.41B
Q2 2021189$2.12B
Q1 20216$45.1M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2021.

Institutions holding STEM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC4$00.00%+4New
TCI Wealth Advisors, Inc.13$00.00%+13New
Eukles Asset Management1$00.00%+1New
Signaturefd, LLC20$1.00K0.00%+20New
First Personal Financial Services38$1.00K0.00%+38New
Ford Financial Group, LLC50$1.00K0.00%+50New
Parisi Gray Wealth Management69$2.00K0.00%+69New
HighMark Wealth Management LLC50$2.00K0.00%+50New
Howe & Rusling Inc93$3.00K0.00%+93New
Quadrant Capital Group LLC100$4.00K0.00%+100New
Accel Wealth Management100$4.00K0.00%+100New
Tradition Wealth Management, LLC100$4.00K0.00%+100New
American Portfolios Advisors116$4.18K0.00%+116New
Proequities, Inc.130$5.00K0.00%+130New
Benjamin F. Edwards & Company, Inc.150$5.00K0.00%+150New
Mark Sheptoff Financial Planning, LLC150$5.00K0.00%+150New
Sugarloaf Wealth Management, LLC150$5.00K0.00%+150New
Gemmer Asset Management LLC180$6.00K0.00%+180New
Rockefeller Capital Management L.P.186$6.00K0.00%+186New
Dividend Assets Capital, LLC300$11.0K0.00%+300New
First Horizon Advisors, Inc.376$13.0K0.00%+376New
Harbour Investments, Inc.469$17.0K0.00%+469New
HM Payson & Co500$18.0K0.00%+500New
Optimum Investment Advisors500$18.0K0.01%+500New
Liberty Wealth Management LLC500$18.0K0.01%+500New
Carolinas Wealth Consulting LLC500$18.0K0.00%+500New
Newbridge Financial Services Group, Inc.500$18.0K0.01%+500New
Parallel Advisors, LLC675$24.0K0.00%+675New
Macroview Investment Management LLC720$26.0K0.04%+720New
BDO Wealth Advisors, LLC950$34.0K0.00%+950New
Nisa Investment Advisors, LLC990$36.0K0.00%+990New
CWM, LLC1,050$38.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,050$38.0K0.00%+1,050New
Vestcor Inc1,766$42.0K0.00%+1,766New
Horrell Capital Management, Inc.1,290$46.0K0.02%+1,290New
Tower Research Capital LLC (TRC)1,342$48.0K0.00%+1,342New
US Bancorp1,400$50.0K0.00%+1,400New
Clearstead Advisors, LLC1,525$55.0K0.00%+1,525New
Psagot Investment House Ltd.1,800$65.0K0.00%+1,800New
Federation des caisses Desjardins du Quebec2,035$73.3K0.00%+2,035New
Healthcare of Ontario Pension Plan Trust Fund2,064$74.0K0.00%+2,064New
Brewin Dolphin Ltd2,505$89.5K0.00%+2,505New
IFP Advisors, Inc2,762$100.0K0.00%+2,762New
Arkadios Wealth Advisors3,785$136.0K0.02%+3,785New
Kepos Capital LP5,200$171.0K0.01%+5,200New
The PNC Financial Services Group, Inc.4,817$174.0K0.00%+4,817New
Ameritas Investment Partners, Inc.4,911$177.0K0.01%+4,911New
Sculptor Capital LP5,000$180.0K0.00%+5,000New
FNY Investment Advisers, LLC5,200$187.0K0.08%+5,200New
Kestra Private Wealth Services, LLC5,970$215.0K0.01%+5,970New
Meeder Asset Management Inc6,118$220.0K0.01%+6,118New
Verition Fund Management LLC6,432$232.0K0.00%+6,432New
Good Life Advisors, LLC6,548$236.0K0.04%+6,548New
Legal & General Group Plc6,627$239.0K0.00%+6,627New
Truist Financial Corp6,812$245.0K0.00%+6,812New
Moors & Cabot, Inc.6,900$248.0K0.02%+6,900New
Laidlaw Wealth Management LLC7,225$260.0K0.07%+7,225New
Boothbay Fund Management, LLC8,102$292.0K0.01%+8,102New
Raymond James Financial Services Advisors, Inc.8,597$310.0K0.00%+8,597New
Bluefin Capital Management, LLC13,626$324.0K0.02%+13,626New
SNS Financial Group, LLC9,000$324.0K0.04%+9,000New
PEAK6 Investments LLC9,180$331.0K0.01%+9,180New
Lindbrook Capital, LLC10,000$360.0K0.08%+10,000New
Principal Financial Group Inc10,014$361.0K0.00%+10,014New
Advisor Group Holdings, Inc.10,111$367.0K0.00%+10,111New
Exos Asset Management LLC10,478$377.0K0.20%+10,478New
International Assets Investment Management, LLC10,625$383.0K0.07%+10,625New
Raymond James & Associates10,698$385.0K0.00%+10,698New
Neuberger Berman Group LLC10,701$385.0K0.00%+10,701New
Black Maple Capital Management LP10,816$389.0K0.61%+10,816New
Walleye Capital LLC16,571$394.0K0.01%+16,571New
Amalgamated Bank11,828$426.0K0.00%+11,828New
Penserra Capital Management LLC12,053$434.0K0.01%+12,053New
Yakira Capital Management, Inc.18,827$447.0K0.07%+18,827New
Parametric Portfolio Associates LLC12,646$455.0K0.00%+12,646New
Caption Management, LLC12,800$460.0K0.04%+12,800New
Kennedy Capital Management, Inc.13,386$482.0K0.01%+13,386New
Wolverine Asset Management LLC13,702$493.0K0.00%+13,702New
STRS Ohio14,500$522.0K0.00%+14,500New
Camden Capital, LLC14,866$535.0K0.12%+14,866New
Blair William & Co14,925$537.0K0.00%+14,925New
SIR Capital Management, L.P.15,344$553.0K0.08%+15,344New
Cutler Group LP15,408$554.0K0.04%+15,408New
Citigroup Inc15,482$558.0K0.00%+15,482New
Bank of America Corp15,615$562.0K0.00%+15,615New
Royal Bank of Canada15,751$567.0K0.00%+15,751New
360 Financial, Inc.16,212$584.0K0.30%+16,212New
ProShare Advisors LLC16,250$585.0K0.00%+16,250New
Blueshift Asset Management, LLC17,643$635.0K0.03%+17,643New
Gsa Capital Partners LLP17,689$637.0K0.07%+17,689New
Metropolitan Life Insurance Co17,872$643.6K0.01%+17,872New
Price T Rowe Associates Inc18,145$653.0K0.00%+18,145New
Capital Advisory Group Advisory Services, LLC18,265$658.0K0.24%+18,265New
swisspartners Ltd.20,000$720.0K0.51%+20,000New
HRT Financial LP32,936$782.0K0.01%+32,936New
Oppenheimer & Co Inc22,218$800.0K0.01%+22,218New
CVI Holdings, LLC34,433$818.0K0.06%+34,433New
National Asset Management, Inc.22,812$822.0K0.03%+22,812New
Sigma Planning Corp23,243$837.0K0.03%+23,243New
MetLife Investment Management23,343$840.6K0.01%+23,343New