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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 26,534 | $634.0K | 0.00% | −8,564−24.4% | Reduced |
| HAP Trading, LLC | 27,959 | $668.0K | 0.05% | −47,795−63.1% | Reduced |
| Deutsche Bank AG | 29,614 | $707.0K | 0.00% | −10,073−25.4% | Reduced |
| Advisory Services Network, LLC | 31,097 | $743.0K | 0.02% | +4,726+17.9% | Added |
| Citigroup Inc | 31,897 | $762.0K | 0.00% | +16,415+106.0% | Added |
| Clear Street Markets LLC | 32,400 | $774.0K | 0.17% | +1,694+5.5% | Added |
| Cubist Systematic Strategies, LLC | 33,985 | $812.0K | 0.01% | +33,985 | New |
| New York State Common Retirement Fund | 34,256 | $818.0K | 0.00% | −19,444−36.2% | Reduced |
| Oppenheimer & Co Inc | 34,329 | $820.0K | 0.02% | +12,111+54.5% | Added |
| G2 Investment Partners Management LLC | 35,000 | $836.0K | 0.15% | −31,000−47.0% | Reduced |
| HighTower Advisors, LLC | 38,689 | $924.0K | 0.00% | +38,689 | New |
| Price T Rowe Associates Inc | 40,234 | $961.0K | 0.00% | +22,089+121.7% | Added |
| Liberty One Investment Management, LLC | 40,831 | $975.0K | 0.17% | +40,831 | New |
| Cambridge Investment Research Advisors, Inc. | 42,074 | $1.00M | 0.00% | +11,173+36.2% | Added |
| Foundations Investment Advisors, LLC | 58,309 | $1.24M | 0.05% | +13,156+29.1% | Added |
| Cetera Investment Advisers | 51,952 | $1.24M | 0.02% | +51,952 | New |
| Rhumbline Advisers | 53,488 | $1.28M | 0.00% | −6,865−11.4% | Reduced |
| Commonwealth Equity Services, LLC | 54,206 | $1.29M | 0.00% | +4,845+9.8% | Added |
| Waratah Capital Advisors Ltd. | 55,309 | $1.32M | 0.07% | +55,309 | New |
| Wolverine Trading, LLC | 65,434 | $1.54M | 0.03% | +65,434 | New |
| Bank of America Corp | 67,170 | $1.60M | 0.00% | +51,555+330.2% | Added |
| AXA S.A. | 68,596 | $1.64M | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 70,727 | $1.68M | 0.00% | +27,000+61.7% | Added |
| LPL Financial LLC | 72,733 | $1.74M | 0.00% | +25,361+53.5% | Added |
| Group One Trading, L.P. | 77,867 | $1.86M | 0.04% | +77,867 | New |
| Jane Street Group, LLC | 81,242 | $1.94M | 0.00% | −200,965−71.2% | Reduced |
| Alliancebernstein L.P. | 81,600 | $1.95M | 0.00% | 00.0% | Unchanged |
| Benefit Street Partners LLC | 95,000 | $2.27M | 0.86% | +25,000+35.7% | Added |
| Paloma Partners Management Co | 97,800 | $2.34M | 0.10% | +97,800 | New |
| Avidian Wealth Solutions, LLC | 99,844 | $2.38M | 0.18% | +10,785+12.1% | Added |
| Carlson Capital L P | 112,000 | $2.68M | 0.14% | +57,040+103.8% | Added |
| Morgan Stanley | 133,326 | $3.19M | 0.00% | +16,190+13.8% | Added |
| Nicola Wealth Management Ltd. | 150,000 | $3.58M | 0.37% | +120,000+400.0% | Added |
| Captrust Financial Advisors | 161,168 | $3.85M | 0.03% | +72,049+80.8% | Added |
| Evergreen Capital Management LLC | 174,398 | $4.17M | 0.19% | −45,883−20.8% | Reduced |
| Marshall Wace, LLP | 190,132 | $4.54M | 0.02% | +190,132 | New |
| SIR Capital Management, L.P. | 206,596 | $4.94M | 0.72% | +191,252+1,246.4% | Added |
| Scopus Asset Management, L.P. | 222,500 | $5.32M | 0.13% | −35,000−13.6% | Reduced |
| Yaupon Capital Management LP | 250,000 | $5.97M | 3.81% | −11,198−4.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 263,442 | $6.29M | 0.10% | +263,442 | New |
| Strategic Vision Investment Ltd | 278,203 | $6.65M | 16.10% | +212,800+325.4% | Added |
| UBS Group AG | 281,522 | $6.73M | 0.00% | +232,439+473.6% | Added |
| Nuveen Asset Management, LLC | 266,067 | $6.90M | 0.00% | −18,203−6.4% | Reduced |
| Driehaus Capital Management LLC | 290,151 | $6.93M | 0.08% | −93,372−24.3% | Reduced |
| DekaBank Deutsche Girozentrale | 335,000 | $7.90M | 0.02% | +218,000+186.3% | Added |
| Salient Capital Advisors, LLC | 354,360 | $8.47M | 0.43% | +266,341+302.6% | Added |
| DSAM Partners (London) Ltd | 370,500 | $8.85M | 5.02% | −510,500−57.9% | Reduced |
| Bank of New York Mellon Corp | 409,399 | $9.78M | 0.00% | −10,915−2.6% | Reduced |
| Goldman Sachs Group Inc | 435,417 | $10.4M | 0.00% | +392,897+924.0% | Added |
| Burleson & Company, LLC | 450,694 | $10.8M | 1.63% | −64,291−12.5% | Reduced |
| Renaissance Technologies LLC | 499,400 | $11.9M | 0.02% | +499,400 | New |
| Summit Partners Public Asset Management, LLC | 546,477 | $13.1M | 0.59% | +196,491+56.1% | Added |
| Alkeon Capital Management LLC | 550,000 | $13.1M | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 561,400 | $13.4M | 0.15% | +452,801+416.9% | Added |
| Susquehanna International Group, LLP | 563,471 | $13.5M | 0.02% | +487,368+640.4% | Added |
| Northern Trust Corp | 570,205 | $13.6M | 0.00% | −143,358−20.1% | Reduced |
| HITE Hedge Asset Management LLC | 585,768 | $14.0M | 1.76% | +30,905+5.6% | Added |
| Zimmer Partners, LP | 625,000 | $14.9M | 0.24% | +625,000 | New |
| Wells Fargo & Company | 626,112 | $15.0M | 0.00% | +530,601+555.5% | Added |
| Charles Schwab Investment Management Inc | 650,830 | $15.5M | 0.01% | −5,073−0.8% | Reduced |
| Citadel Advisors LLC | 909,100 | $21.7M | 0.02% | +762,623+520.6% | Added |
| First Trust Advisors LP | 1,012,957 | $24.2M | 0.03% | +1,012,957 | New |
| Gilder Gagnon Howe & Co LLC | 1,117,799 | $26.7M | 0.14% | +28,017+2.6% | Added |
| State Street Corp | 1,149,539 | $27.5M | 0.00% | −99,036−7.9% | Reduced |
| Alps Advisors Inc | 1,190,127 | $28.4M | 0.27% | +1,190,127 | New |
| Janus Henderson Group PLC | 1,305,799 | $31.2M | 0.01% | −510.0% | Reduced |
| Geode Capital Management, LLC | 1,368,517 | $32.7M | 0.00% | −46,580−3.3% | Reduced |
| Senator Investment Group LP | 1,425,000 | $34.0M | 0.58% | −775,000−35.2% | Reduced |
| Van Eck Associates Corp | 1,568,956 | $37.5M | 0.09% | −16,320−1.0% | Reduced |
| Temasek Holdings (Private) Ltd | 2,262,263 | $54.0M | 0.19% | 00.0% | Unchanged |
| General Electric Co | 2,359,893 | $56.4M | 1.04% | +2,359,893 | New |
| Invesco Ltd. | 3,603,251 | $86.1M | 0.02% | +2,207,792+158.2% | Added |
| BlackRock Inc. | 3,807,850 | $91.0M | 0.00% | −696,319−15.5% | Reduced |
| William Blair Investment Management, LLC | 4,999,241 | $119.4M | 0.34% | −241,499−4.6% | Reduced |
| Ontario Teachers Pension Plan Board | 7,371,428 | $176.1M | 0.68% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,159,397 | $242.7M | 0.01% | +306,621+3.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −2,541,078−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,800,000−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −1,400,000−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −1,138,398−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −1,038,721−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −701,604−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −457,743−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −445,529−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −546,518−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −348,410−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −186,025−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −142,298−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −150,064−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −143,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −109,326−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −110,740−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −70,889−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −101,133−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −83,500−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −51,158−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |