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, Q3 2021
Institutional positions in Stem, Inc. as of Sep 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
- 176
- +7 vs. Q2 2021
- Shares held
- 59.1M
- +6.57M (+12.5%) vs. Q2 2021
- Total value
- $1.41B
- −$478.7M (−25.3%) vs. Q2 2021
- New holders
- 51
- 53 more added
- Sold out
- 44
- 45 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,159,397 | $242.7M | 0.01% | +306,621+3.1% | Added |
| Ontario Teachers Pension Plan Board | 7,371,428 | $176.1M | 0.68% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 4,999,241 | $119.4M | 0.34% | −241,499−4.6% | Reduced |
| BlackRock Inc. | 3,807,850 | $91.0M | 0.00% | −696,319−15.5% | Reduced |
| Invesco Ltd. | 3,603,251 | $86.1M | 0.02% | +2,207,792+158.2% | Added |
| General Electric Co | 2,359,893 | $56.4M | 1.04% | +2,359,893 | New |
| Temasek Holdings (Private) Ltd | 2,262,263 | $54.0M | 0.19% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,568,956 | $37.5M | 0.09% | +616,879+64.8% | Added |
| Senator Investment Group LP | 1,425,000 | $34.0M | 0.58% | −775,000−35.2% | Reduced |
| Geode Capital Management, LLC | 1,368,517 | $32.7M | 0.00% | −46,580−3.3% | Reduced |
| Janus Henderson Group PLC | 1,305,799 | $31.2M | 0.01% | −510.0% | Reduced |
| Alps Advisors Inc | 1,190,127 | $28.4M | 0.27% | +1,190,127 | New |
| State Street Corp | 1,149,539 | $27.5M | 0.00% | −99,036−7.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,117,799 | $26.7M | 0.14% | +28,017+2.6% | Added |
| First Trust Advisors LP | 1,012,957 | $24.2M | 0.03% | +1,012,957 | New |
| Citadel Advisors LLC | 909,100 | $21.7M | 0.02% | +762,623+520.6% | Added |
| Charles Schwab Investment Management Inc | 650,830 | $15.5M | 0.01% | −5,073−0.8% | Reduced |
| Wells Fargo & Company | 626,112 | $15.0M | 0.00% | +531,601+562.5% | Added |
| Zimmer Partners, LP | 625,000 | $14.9M | 0.24% | +625,000 | New |
| HITE Hedge Asset Management LLC | 585,768 | $14.0M | 1.76% | +30,905+5.6% | Added |
| Northern Trust Corp | 570,205 | $13.6M | 0.00% | −143,358−20.1% | Reduced |
| Susquehanna International Group, LLP | 563,471 | $13.5M | 0.02% | +563,471 | New |
| Schonfeld Strategic Advisors LLC | 561,400 | $13.4M | 0.15% | +452,801+416.9% | Added |
| Alkeon Capital Management LLC | 550,000 | $13.1M | 0.04% | 00.0% | Unchanged |
| Summit Partners Public Asset Management, LLC | 546,477 | $13.1M | 0.59% | +196,491+56.1% | Added |
| Renaissance Technologies LLC | 499,400 | $11.9M | 0.02% | +499,400 | New |
| Burleson & Company, LLC | 450,694 | $10.8M | 1.63% | +449,994+64,284.9% | Added |
| Goldman Sachs Group Inc | 435,417 | $10.4M | 0.00% | +392,897+924.0% | Added |
| Bank of New York Mellon Corp | 409,399 | $9.78M | 0.00% | −10,915−2.6% | Reduced |
| DSAM Partners (London) Ltd | 370,500 | $8.85M | 5.02% | −510,500−57.9% | Reduced |
| Salient Capital Advisors, LLC | 354,360 | $8.47M | 0.43% | +266,341+302.6% | Added |
| DekaBank Deutsche Girozentrale | 335,000 | $7.90M | 0.02% | +218,000+186.3% | Added |
| Driehaus Capital Management LLC | 290,151 | $6.93M | 0.08% | −93,372−24.3% | Reduced |
| Nuveen Asset Management, LLC | 266,067 | $6.90M | 0.00% | −18,203−6.4% | Reduced |
| UBS Group AG | 281,522 | $6.73M | 0.00% | +234,252+495.6% | Added |
| Strategic Vision Investment Ltd | 278,203 | $6.65M | 16.10% | +212,800+325.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 263,442 | $6.29M | 0.10% | +263,442 | New |
| Yaupon Capital Management LP | 250,000 | $5.97M | 3.81% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 222,500 | $5.32M | 0.13% | −35,000−13.6% | Reduced |
| SIR Capital Management, L.P. | 206,596 | $4.94M | 0.72% | +191,252+1,246.4% | Added |
| Marshall Wace, LLP | 190,132 | $4.54M | 0.02% | +190,132 | New |
| Evergreen Capital Management LLC | 174,398 | $4.17M | 0.19% | −45,883−20.8% | Reduced |
| Captrust Financial Advisors | 161,168 | $3.85M | 0.03% | +72,049+80.8% | Added |
| Nicola Wealth Management Ltd. | 150,000 | $3.58M | 0.37% | +120,000+400.0% | Added |
| Morgan Stanley | 133,326 | $3.19M | 0.00% | +16,190+13.8% | Added |
| Carlson Capital L P | 112,000 | $2.68M | 0.14% | +57,040+103.8% | Added |
| Avidian Wealth Solutions, LLC | 99,844 | $2.38M | 0.18% | +10,785+12.1% | Added |
| Paloma Partners Management Co | 97,800 | $2.34M | 0.10% | +97,800 | New |
| Benefit Street Partners LLC | 95,000 | $2.27M | 0.86% | +25,000+35.7% | Added |
| Alliancebernstein L.P. | 81,600 | $1.95M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 81,242 | $1.94M | 0.00% | −143,267−63.8% | Reduced |
| Group One Trading, L.P. | 77,867 | $1.86M | 0.04% | +77,867 | New |
| LPL Financial LLC | 72,733 | $1.74M | 0.00% | +25,361+53.5% | Added |
| 1832 Asset Management L.P. | 70,727 | $1.68M | 0.00% | +27,000+61.7% | Added |
| AXA S.A. | 68,596 | $1.64M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 67,170 | $1.60M | 0.00% | +51,555+330.2% | Added |
| Wolverine Trading, LLC | 65,434 | $1.54M | 0.03% | +65,434 | New |
| Waratah Capital Advisors Ltd. | 55,309 | $1.32M | 0.07% | +55,309 | New |
| Commonwealth Equity Services, LLC | 54,206 | $1.29M | 0.00% | +4,845+9.8% | Added |
| Rhumbline Advisers | 53,488 | $1.28M | 0.00% | −6,865−11.4% | Reduced |
| Cetera Investment Advisers | 51,952 | $1.24M | 0.02% | +51,952 | New |
| Foundations Investment Advisors, LLC | 58,309 | $1.24M | 0.05% | +13,156+29.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,074 | $1.00M | 0.00% | +11,173+36.2% | Added |
| Liberty One Investment Management, LLC | 40,831 | $975.0K | 0.17% | +40,831 | New |
| Price T Rowe Associates Inc | 40,234 | $961.0K | 0.00% | +22,089+121.7% | Added |
| HighTower Advisors, LLC | 38,689 | $924.0K | 0.00% | +38,689 | New |
| G2 Investment Partners Management LLC | 35,000 | $836.0K | 0.15% | −31,000−47.0% | Reduced |
| Oppenheimer & Co Inc | 34,329 | $820.0K | 0.02% | +12,111+54.5% | Added |
| New York State Common Retirement Fund | 34,256 | $818.0K | 0.00% | −19,444−36.2% | Reduced |
| Cubist Systematic Strategies, LLC | 33,985 | $812.0K | 0.01% | +33,985 | New |
| Clear Street Markets LLC | 32,400 | $774.0K | 0.17% | +1,694+5.5% | Added |
| Citigroup Inc | 31,897 | $762.0K | 0.00% | +16,415+106.0% | Added |
| Advisory Services Network, LLC | 31,097 | $743.0K | 0.02% | +4,726+17.9% | Added |
| Deutsche Bank AG | 29,614 | $707.0K | 0.00% | −10,073−25.4% | Reduced |
| HAP Trading, LLC | 27,959 | $668.0K | 0.05% | −47,795−63.1% | Reduced |
| American International Group, Inc. | 26,534 | $634.0K | 0.00% | −8,564−24.4% | Reduced |
| California State Teachers Retirement System | 26,195 | $626.0K | 0.00% | −60,116−69.7% | Reduced |
| Gsa Capital Partners LLP | 26,048 | $622.0K | 0.06% | +8,359+47.3% | Added |
| Man Group plc | 25,591 | $611.0K | 0.00% | +25,591 | New |
| Ardsley Advisory Partners LP | 24,500 | $585.0K | 0.12% | +24,500 | New |
| Manufacturers Life Insurance Company, The | 24,192 | $578.0K | 0.00% | −9,610−28.4% | Reduced |
| JPMorgan Chase & Co | 23,425 | $560.0K | 0.00% | −8,021−25.5% | Reduced |
| Sigma Planning Corp | 23,434 | $560.0K | 0.02% | +191+0.8% | Added |
| SG Americas Securities, LLC | 20,036 | $479.0K | 0.00% | −10,265−33.9% | Reduced |
| swisspartners Ltd. | 20,000 | $478.0K | 0.37% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 20,000 | $478.0K | 0.01% | +20,000 | New |
| Raymond James & Associates | 19,505 | $466.0K | 0.00% | +8,807+82.3% | Added |
| Advisor Group Holdings, Inc. | 19,241 | $461.0K | 0.00% | +9,130+90.3% | Added |
| Voya Investment Management LLC | 19,073 | $456.0K | 0.00% | −5,450−22.2% | Reduced |
| Camden Capital, LLC | 18,998 | $454.0K | 0.09% | +4,132+27.8% | Added |
| Royal Bank of Canada | 18,242 | $435.0K | 0.00% | +2,491+15.8% | Added |
| MetLife Investment Management | 17,794 | $425.1K | 0.00% | −5,549−23.8% | Reduced |
| Malaga Cove Capital, LLC | 17,518 | $419.0K | 0.17% | +17,518 | New |
| National Asset Management, Inc. | 16,718 | $400.0K | 0.01% | −6,094−26.7% | Reduced |
| Blair William & Co | 15,910 | $380.0K | 0.00% | +985+6.6% | Added |
| 360 Financial, Inc. | 15,884 | $379.0K | 0.20% | −328−2.0% | Reduced |
| Bluestein R H & Co | 13,500 | $323.0K | 0.01% | +13,500 | New |
| IHT Wealth Management, LLC | 13,510 | $323.0K | 0.03% | +13,510 | New |
| Metropolitan Life Insurance Co | 13,463 | $321.6K | 0.00% | −4,409−24.7% | Reduced |
| Vident Investment Advisory, LLC | 13,274 | $317.0K | 0.01% | +13,274 | New |