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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 6 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q3 2021 vs. Q2 2021

How the institutions holding Stem, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of STEM: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1891176−12
Shares60.9M1.05K59.1M−1.84M (−3.0%)
Value$2.12B$38.0K$1.41B−$709.8M (−33.5%)

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Stem, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to STEM in Q3 2021
InstitutionSharesValue% of portfolio
General Electric Co2,359,893$56.4M1.04%
Alps Advisors Inc1,190,127$28.4M0.27%
First Trust Advisors LP1,012,957$24.2M0.03%
Zimmer Partners, LP625,000$14.9M0.24%
Renaissance Technologies LLC499,400$11.9M0.02%
Tortoise Capital Advisors, L.L.C.263,442$6.29M0.10%
Marshall Wace, LLP190,132$4.54M0.02%
Paloma Partners Management Co97,800$2.34M0.10%
Group One Trading, L.P.77,867$1.86M0.04%
Wolverine Trading, LLC65,434$1.54M0.03%
Waratah Capital Advisors Ltd.55,309$1.32M0.07%
Cetera Investment Advisers51,952$1.24M0.02%
Liberty One Investment Management, LLC40,831$975.0K0.17%
HighTower Advisors, LLC38,689$924.0K0.00%
Cubist Systematic Strategies, LLC33,985$812.0K0.01%
Man Group plc25,591$611.0K0.00%
Ardsley Advisory Partners LP24,500$585.0K0.12%
Harel Insurance Investments & Financial Services Ltd.20,000$478.0K0.01%
Malaga Cove Capital, LLC17,518$419.0K0.17%
Bluestein R H & Co13,500$323.0K0.01%
IHT Wealth Management, LLC13,510$323.0K0.03%
Vident Investment Advisory, LLC13,274$317.0K0.01%
Gladstone Institutional Advisory LLC13,125$314.0K0.03%
Atom Investors LP11,909$285.0K0.06%
Envestnet Asset Management Inc8,859$212.0K0.00%
O'Shaughnessy Asset Management, LLC3,739$90.0K0.00%
NEXT Financial Group, Inc2,845$68.0K0.01%
Point72 Hong Kong Ltd2,411$58.0K0.00%
Advisors Asset Management, Inc.1,638$39.0K0.00%
Prentice Wealth Management LLC1,424$34.0K0.02%
Migdal Insurance & Financial Holdings Ltd.700$17.0K0.00%
Wealth Quarterback LLC515$13.0K0.01%
AlphaMark Advisors, LLC500$12.0K0.00%
Sonora Investment Management, LLC500$12.0K0.00%
Sandy Spring Bank447$11.0K0.00%
Institutional & Family Asset Management, LLC235$6.00K0.00%
Glen Eagle Advisors, LLC250$5.97K0.00%
Total Clarity Wealth Management, Inc.165$4.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC165$3.00K0.00%
Central Trust Co100$2.00K0.00%
Ancora Advisors, LLC100$2.00K0.00%
Spectrum Management Group, LLC100$2.00K0.00%
Westside Investment Management, Inc.100$2.00K0.00%
Gerber Kawasaki Wealth & Investment Management110$2.00K0.00%
Dark Forest Capital Management LP70$2.00K0.00%
Glassman Wealth Services30$1.00K0.00%
Berman Capital Advisors, LLC52$1.00K0.00%
Banque Cantonale Vaudoise29$1.00K0.00%
Harbor Investment Advisory, LLC5$00.00%
Eagle Bay Advisors LLC20$00.00%

Sold out (62)

Institutions that held Stem, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of STEM in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Athanor Capital, LP2,541,078$91.5M
Adage Capital Partners GP, L.L.C.1,800,000$64.8M
Luxor Capital Group, LP1,400,000$50.4M
Ionic Capital Management LLC1,138,398$27.0M
Caas Capital Management LP1,038,721$24.7M
Aristeia Capital LLC701,604$16.7M
Voloridge Investment Management, LLC457,743$16.5M
Electron Capital Partners, LLC445,529$16.0M
LMR Partners LLP546,518$13.0M
Jefferies Group LLC348,410$9.01M
Governors Lane LP200,000$7.20M
Millennium Management LLC186,025$6.70M
Bienville Capital Management, LLC142,298$5.12M
Alyeska Investment Group, L.P.110,000$3.96M
Zazove Associates LLC150,064$3.56M
Wellington Management Group LLP143,000$3.40M
D. E. Shaw & Co., Inc.109,326$2.90M
Marathon Trading Investment Management LLC110,740$2.63M
Parallax Volatility Advisers, L.P.70,889$2.55M
Taconic Capital Advisors LP101,133$2.40M
Westchester Capital Management, LLC83,500$1.98M
Crawford Lake Capital Management, LLC51,158$1.84M
Magnetar Financial LLC43,500$1.50M
Arosa Capital Management LP40,000$1.44M
Cowen and Company, LLC57,937$1.38M
Luminus Management LLC28,100$1.01M
Campbell Capital Management Inc25,400$915.0K
CVI Holdings, LLC34,433$818.0K
HRT Financial LP32,936$782.0K
Blueshift Asset Management, LLC17,643$635.0K
ProShare Advisors LLC16,250$585.0K
Wolverine Asset Management LLC13,702$493.0K
Kennedy Capital Management, Inc.13,386$482.0K
Caption Management, LLC12,800$460.0K
Yakira Capital Management, Inc.18,827$447.0K
Walleye Capital LLC16,571$394.0K
Black Maple Capital Management LP10,816$389.0K
Lindbrook Capital, LLC10,000$360.0K
PEAK6 Investments LLC9,180$331.0K
Bluefin Capital Management, LLC13,626$324.0K
Boothbay Fund Management, LLC8,102$292.0K
Laidlaw Wealth Management LLC7,225$260.0K
Moors & Cabot, Inc.6,900$248.0K
Truist Financial Corp6,812$245.0K
Good Life Advisors, LLC6,548$236.0K
Verition Fund Management LLC6,432$232.0K
Meeder Asset Management Inc6,118$220.0K
Kestra Private Wealth Services, LLC5,970$215.0K
FNY Investment Advisers, LLC5,200$187.0K
Sculptor Capital LP5,000$180.0K
Psagot Investment House Ltd.1,800$65.0K
Vestcor Inc1,766$42.0K
Macroview Investment Management LLC720$26.0K
Parallel Advisors, LLC675$24.0K
Carolinas Wealth Consulting LLC500$18.0K
Gemmer Asset Management LLC180$6.00K
Proequities, Inc.130$5.00K
Mark Sheptoff Financial Planning, LLC150$5.00K
Tradition Wealth Management, LLC100$4.00K
Parisi Gray Wealth Management69$2.00K
First Personal Financial Services38$1.00K
Ford Financial Group, LLC50$1.00K

Not filed for Q3 2021 yet (1)

Institutions that held Stem, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
CWM, LLC1,050$38.0K