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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 72 | $17.2M |
| Q1 2026 | 75 | $17.4M |
| Q4 2025 | 86 | $27.9M |
| Q3 2025 | 85 | $34.4M |
| Q2 2025 | 81 | $10.1M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $19.8M |
| Q2 2024 | 183 | $88.6M |
| Q1 2024 | 211 | $212.2M |
| Q4 2023 | 225 | $380.9M |
| Q3 2023 | 228 | $460.1M |
| Q2 2023 | 227 | $592.9M |
| Q1 2023 | 228 | $547.9M |
| Q4 2022 | 235 | $819.1M |
| Q3 2022 | 220 | $1.10B |
| Q2 2022 | 204 | $581.9M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.46B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 189 | $2.12B |
| Q1 2021 | 6 | $45.1M |
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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 24,523 | $883.0K | 0.00% | +24,523 | New |
| Campbell Capital Management Inc | 25,400 | $915.0K | 0.41% | +25,400 | New |
| Advisory Services Network, LLC | 26,371 | $950.0K | 0.03% | +13,961+112.5% | Added |
| Luminus Management LLC | 28,100 | $1.01M | 0.16% | −44,400−61.2% | Reduced |
| Nicola Wealth Management Ltd. | 30,000 | $1.08M | 0.11% | +30,000 | New |
| SG Americas Securities, LLC | 30,301 | $1.09M | 0.01% | +30,301 | New |
| Clear Street Markets LLC | 30,706 | $1.11M | 0.24% | +30,706 | New |
| Cambridge Investment Research Advisors, Inc. | 30,901 | $1.11M | 0.01% | +30,901 | New |
| JPMorgan Chase & Co | 31,446 | $1.13M | 0.00% | +31,446 | New |
| Manufacturers Life Insurance Company, The | 33,802 | $1.22M | 0.00% | +33,802 | New |
| American International Group, Inc. | 35,098 | $1.26M | 0.01% | +35,098 | New |
| Cowen and Company, LLC | 57,937 | $1.38M | 0.07% | +57,937 | New |
| Deutsche Bank AG | 39,687 | $1.43M | 0.00% | +39,687 | New |
| Arosa Capital Management LP | 40,000 | $1.44M | 0.51% | +40,000 | New |
| Foundations Investment Advisors, LLC | 45,153 | $1.45M | 0.07% | +45,153 | New |
| Magnetar Financial LLC | 43,500 | $1.50M | 0.02% | +43,500 | New |
| Goldman Sachs Group Inc | 42,520 | $1.53M | 0.00% | +42,520 | New |
| 1832 Asset Management L.P. | 43,727 | $1.61M | 0.00% | +43,727 | New |
| Apollo Management Holdings, L.P. | 45,500 | $1.64M | 0.01% | +45,500 | New |
| LPL Financial LLC | 47,372 | $1.71M | 0.00% | +47,372 | New |
| UBS Group AG | 49,083 | $1.75M | 0.00% | +49,083 | New |
| Commonwealth Equity Services, LLC | 49,361 | $1.78M | 0.00% | +49,361 | New |
| Susquehanna International Group, LLP | 76,103 | $1.81M | 0.00% | +76,103 | New |
| Crawford Lake Capital Management, LLC | 51,158 | $1.84M | 1.29% | +51,158 | New |
| New York State Common Retirement Fund | 53,700 | $1.93M | 0.00% | +53,700 | New |
| Carlson Capital L P | 54,960 | $1.98M | 0.10% | +54,960 | New |
| Westchester Capital Management, LLC | 83,500 | $1.98M | 0.05% | +83,500 | New |
| Rhumbline Advisers | 60,353 | $2.17M | 0.00% | +60,353 | New |
| Strategic Vision Investment Ltd | 65,403 | $2.35M | 3.84% | +65,403 | New |
| G2 Investment Partners Management LLC | 66,000 | $2.38M | 0.39% | +66,000 | New |
| Taconic Capital Advisors LP | 101,133 | $2.40M | 0.08% | +101,133 | New |
| AXA S.A. | 68,596 | $2.47M | 0.01% | +68,596 | New |
| Benefit Street Partners LLC | 70,000 | $2.52M | 0.96% | +70,000 | New |
| Parallax Volatility Advisers, L.P. | 70,889 | $2.55M | 0.03% | +70,889 | New |
| Marathon Trading Investment Management LLC | 110,740 | $2.63M | 1.44% | +110,740 | New |
| HAP Trading, LLC | 75,754 | $2.73M | 0.17% | +75,754 | New |
| D. E. Shaw & Co., Inc. | 109,326 | $2.90M | 0.00% | +109,326 | New |
| Alliancebernstein L.P. | 81,600 | $2.94M | 0.00% | +81,600 | New |
| California State Teachers Retirement System | 86,311 | $3.11M | 0.00% | +86,311 | New |
| Salient Capital Advisors, LLC | 88,019 | $3.17M | 0.13% | +88,019 | New |
| Avidian Wealth Solutions, LLC | 89,059 | $3.21M | 0.25% | +89,059 | New |
| Captrust Financial Advisors | 89,119 | $3.21M | 0.03% | +29,906+50.5% | Added |
| Wellington Management Group LLP | 143,000 | $3.40M | 0.00% | +143,000 | New |
| Wells Fargo & Company | 95,511 | $3.43M | 0.00% | +95,511 | New |
| Zazove Associates LLC | 150,064 | $3.56M | 0.32% | +150,064 | New |
| Schonfeld Strategic Advisors LLC | 108,599 | $3.91M | 0.04% | +108,599 | New |
| Alyeska Investment Group, L.P. | 110,000 | $3.96M | 0.05% | +110,000 | New |
| Morgan Stanley | 117,136 | $4.22M | 0.00% | +117,136 | New |
| DekaBank Deutsche Girozentrale | 117,000 | $4.31M | 0.01% | +117,000 | New |
| Bienville Capital Management, LLC | 142,298 | $5.12M | 1.64% | +142,298 | New |
| Citadel Advisors LLC | 146,477 | $5.28M | 0.01% | +146,477 | New |
| Millennium Management LLC | 186,025 | $6.70M | 0.01% | +186,025 | New |
| Governors Lane LP | 200,000 | $7.20M | 0.54% | +200,000 | New |
| Evergreen Capital Management LLC | 220,281 | $7.93M | 0.38% | +220,281 | New |
| Jefferies Group LLC | 348,410 | $9.01M | 0.16% | +348,410 | New |
| Yaupon Capital Management LP | 261,198 | $9.27M | 5.36% | +261,198 | New |
| Scopus Asset Management, L.P. | 257,500 | $9.27M | 0.16% | +257,500 | New |
| Jane Street Group, LLC | 282,207 | $9.46M | 0.02% | +282,207 | New |
| Nuveen Asset Management, LLC | 284,270 | $10.2M | 0.00% | +284,270 | New |
| Burleson & Company, LLC | 514,985 | $12.2M | 1.82% | +514,985 | New |
| Summit Partners Public Asset Management, LLC | 349,986 | $12.6M | 0.63% | +349,986 | New |
| LMR Partners LLP | 546,518 | $13.0M | 0.20% | +515,097+1,639.3% | Added |
| Driehaus Capital Management LLC | 383,523 | $13.8M | 0.18% | +383,523 | New |
| Bank of New York Mellon Corp | 420,314 | $15.1M | 0.00% | +420,314 | New |
| Electron Capital Partners, LLC | 445,529 | $16.0M | 0.99% | +445,529 | New |
| Voloridge Investment Management, LLC | 457,743 | $16.5M | 0.11% | +457,743 | New |
| Aristeia Capital LLC | 701,604 | $16.7M | 0.34% | +701,604 | New |
| Alkeon Capital Management LLC | 550,000 | $19.8M | 0.07% | +550,000 | New |
| HITE Hedge Asset Management LLC | 554,863 | $20.0M | 2.81% | +554,863 | New |
| Charles Schwab Investment Management Inc | 655,903 | $23.6M | 0.01% | +655,903 | New |
| Caas Capital Management LP | 1,038,721 | $24.7M | 1.32% | +1,038,721 | New |
| Northern Trust Corp | 713,563 | $25.7M | 0.00% | +713,563 | New |
| Ionic Capital Management LLC | 1,138,398 | $27.0M | 3.25% | +1,138,398 | New |
| DSAM Partners (London) Ltd | 881,000 | $31.7M | 5.33% | +881,000 | New |
| Gilder Gagnon Howe & Co LLC | 1,089,782 | $39.2M | 0.19% | +1,089,782 | New |
| State Street Corp | 1,248,575 | $45.0M | 0.00% | +1,248,575 | New |
| Janus Henderson Group PLC | 1,305,850 | $47.0M | 0.02% | +1,305,850 | New |
| Van Eck Associates Corp | 1,585,276 | $49.3M | 0.12% | −261,720−14.2% | Reduced |
| Invesco Ltd. | 1,395,459 | $50.3M | 0.01% | +1,395,459 | New |
| Luxor Capital Group, LP | 1,400,000 | $50.4M | 1.28% | +1,400,000 | New |
| Geode Capital Management, LLC | 1,415,097 | $51.0M | 0.01% | +1,415,097 | New |
| Adage Capital Partners GP, L.L.C. | 1,800,000 | $64.8M | 0.13% | +1,800,000 | New |
| Senator Investment Group LP | 2,200,000 | $79.2M | 1.50% | +2,200,000 | New |
| Temasek Holdings (Private) Ltd | 2,262,263 | $81.5M | 0.27% | +2,262,263 | New |
| Athanor Capital, LP | 2,541,078 | $91.5M | 5.32% | +2,541,078 | New |
| BlackRock Inc. | 4,504,169 | $162.2M | 0.00% | +4,504,169 | New |
| William Blair Investment Management, LLC | 5,240,740 | $188.7M | 0.59% | +5,240,740 | New |
| Ontario Teachers Pension Plan Board | 7,371,428 | $265.4M | 3.33% | +7,371,428 | New |
| Vanguard Group Inc | 9,852,776 | $354.8M | 0.01% | +9,852,776 | New |