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
- −12 vs. Q2 2021
- Shares held
- 59.1M
- −1.84M (−3.0%) vs. Q2 2021
- Total value
- $1.41B
- −$709.8M (−33.5%) vs. Q2 2021
- New holders
- 50
- 51 more added
- Sold out
- 62
- 49 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 | $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, 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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Eukles Asset Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $0 | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 20 | $0 | 0.00% | +20 | New |
| HighMark Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $1.00K | 0.00% | +30 | New |
| Berman Capital Advisors, LLC | 52 | $1.00K | 0.00% | +52 | New |
| Banque Cantonale Vaudoise | 29 | $1.00K | 0.00% | +29 | New |
| Accel Wealth Management | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $2.00K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Spectrum Management Group, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Westside Investment Management, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Gerber Kawasaki Wealth & Investment Management | 110 | $2.00K | 0.00% | +110 | New |
| Dark Forest Capital Management LP | 70 | $2.00K | 0.00% | +70 | New |
| American Portfolios Advisors | 116 | $2.77K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 111 | $3.00K | 0.00% | +11+11.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 165 | $3.00K | 0.00% | +165 | New |
| Rockefeller Capital Management L.P. | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 161 | $4.00K | 0.00% | +148+1,138.5% | Added |
| Total Clarity Wealth Management, Inc. | 165 | $4.00K | 0.00% | +165 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | +50+33.3% | Added |
| Sugarloaf Wealth Management, LLC | 200 | $5.00K | 0.00% | +50+33.3% | Added |
| Glen Eagle Advisors, LLC | 250 | $5.97K | 0.00% | +250 | New |
| Institutional & Family Asset Management, LLC | 235 | $6.00K | 0.00% | +235 | New |
| First Horizon Advisors, Inc. | 320 | $7.00K | 0.00% | −56−14.9% | Reduced |
| Dividend Assets Capital, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 447 | $11.0K | 0.00% | +447 | New |
| HM Payson & Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $12.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $12.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $12.0K | 0.00% | +500 | New |
| Sonora Investment Management, LLC | 500 | $12.0K | 0.00% | +500 | New |
| Wealth Quarterback LLC | 515 | $13.0K | 0.01% | +515 | New |
| Harbour Investments, Inc. | 669 | $16.0K | 0.00% | +200+42.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $17.0K | 0.00% | +700 | New |
| BDO Wealth Advisors, LLC | 950 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $24.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1,290 | $31.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,400 | $33.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,424 | $34.0K | 0.02% | +1,424 | New |
| Clearstead Advisors, LLC | 1,525 | $36.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,585 | $37.9K | 0.00% | −450−22.1% | Reduced |
| Advisors Asset Management, Inc. | 1,638 | $39.0K | 0.00% | +1,638 | New |
| Steward Partners Investment Advisory, LLC | 2,410 | $58.0K | 0.00% | +1,360+129.5% | Added |
| Point72 Hong Kong Ltd | 2,411 | $58.0K | 0.00% | +2,411 | New |
| Brewin Dolphin Ltd | 2,505 | $59.8K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,845 | $68.0K | 0.01% | +2,845 | New |
| Arkadios Wealth Advisors | 3,000 | $71.0K | 0.01% | −785−20.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,716 | $89.0K | 0.00% | −1,195−24.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,739 | $90.0K | 0.00% | +3,739 | New |
| Kepos Capital LP | 3,900 | $93.0K | 0.01% | −1,300−25.0% | Reduced |
| IFP Advisors, Inc | 3,900 | $94.0K | 0.00% | +1,138+41.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,083 | $98.0K | 0.00% | +2,019+97.8% | Added |
| Cutler Group LP | 4,712 | $112.0K | 0.01% | −10,696−69.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,817 | $115.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,056 | $121.0K | 0.00% | −1,571−23.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,658 | $183.0K | 0.00% | +6,316+470.6% | Added |
| Amalgamated Bank | 8,752 | $209.0K | 0.00% | −3,076−26.0% | Reduced |
| Envestnet Asset Management Inc | 8,859 | $212.0K | 0.00% | +8,859 | New |
| SNS Financial Group, LLC | 9,000 | $215.0K | 0.03% | 00.0% | Unchanged |
| Exos Asset Management LLC | 9,929 | $237.0K | 0.13% | −549−5.2% | Reduced |
| Apollo Management Holdings, L.P. | 10,000 | $239.0K | 0.00% | −35,500−78.0% | Reduced |
| Neuberger Berman Group LLC | 10,008 | $239.0K | 0.00% | −693−6.5% | Reduced |
| Principal Financial Group Inc | 10,172 | $243.0K | 0.00% | +158+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,392 | $248.0K | 0.00% | +1,795+20.9% | Added |
| Penserra Capital Management LLC | 10,619 | $253.0K | 0.01% | −1,434−11.9% | Reduced |
| Parametric Portfolio Associates LLC | 10,646 | $254.0K | 0.00% | −2,000−15.8% | Reduced |
| International Assets Investment Management, LLC | 10,725 | $256.0K | 0.05% | +100+0.9% | Added |
| STRS Ohio | 11,100 | $265.0K | 0.00% | −3,400−23.4% | Reduced |
| Atom Investors LP | 11,909 | $285.0K | 0.06% | +11,909 | New |
| Capital Advisory Group Advisory Services, LLC | 12,653 | $302.0K | 0.11% | −5,612−30.7% | Reduced |
| Gladstone Institutional Advisory LLC | 13,125 | $314.0K | 0.03% | +13,125 | New |
| Vident Investment Advisory, LLC | 13,274 | $317.0K | 0.01% | +13,274 | New |
| Metropolitan Life Insurance Co | 13,463 | $321.6K | 0.00% | −4,409−24.7% | 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 |
| 360 Financial, Inc. | 15,884 | $379.0K | 0.20% | −328−2.0% | Reduced |
| Blair William & Co | 15,910 | $380.0K | 0.00% | +985+6.6% | Added |
| National Asset Management, Inc. | 16,718 | $400.0K | 0.01% | −6,094−26.7% | Reduced |
| Malaga Cove Capital, LLC | 17,518 | $419.0K | 0.17% | +17,518 | New |
| MetLife Investment Management | 17,794 | $425.1K | 0.00% | −5,549−23.8% | Reduced |
| Royal Bank of Canada | 18,242 | $435.0K | 0.00% | +2,491+15.8% | Added |
| Camden Capital, LLC | 18,998 | $454.0K | 0.09% | +4,132+27.8% | Added |
| Voya Investment Management LLC | 19,073 | $456.0K | 0.00% | −5,450−22.2% | Reduced |
| Advisor Group Holdings, Inc. | 19,241 | $461.0K | 0.00% | +9,130+90.3% | Added |
| Raymond James & Associates | 19,505 | $466.0K | 0.00% | +8,807+82.3% | Added |
| 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 |
| SG Americas Securities, LLC | 20,036 | $479.0K | 0.00% | −10,265−33.9% | 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 |
| Manufacturers Life Insurance Company, The | 24,192 | $578.0K | 0.00% | −9,610−28.4% | Reduced |
| Ardsley Advisory Partners LP | 24,500 | $585.0K | 0.12% | +24,500 | New |
| Man Group plc | 25,591 | $611.0K | 0.00% | +25,591 | New |
| Gsa Capital Partners LLP | 26,048 | $622.0K | 0.06% | +8,359+47.3% | Added |
| California State Teachers Retirement System | 26,195 | $626.0K | 0.00% | −60,116−69.7% | Reduced |