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 |
|---|---|---|---|---|---|
| Arosa Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −57,937−100.0% | Sold out |
| Luminus Management LLC | 0 | $0 | 0.00% | −28,100−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| CVI Holdings, LLC | 0 | $0 | 0.00% | −34,433−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,936−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,643−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −13,702−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −13,386−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −18,827−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,571−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −10,816−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,180−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −13,626−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,102−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −7,225−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,812−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,432−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,970−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Psagot Investment House Ltd. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |