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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 13,125 | $314.0K | 0.03% | +13,125 | New |
| Capital Advisory Group Advisory Services, LLC | 12,653 | $302.0K | 0.11% | −5,612−30.7% | Reduced |
| Atom Investors LP | 11,909 | $285.0K | 0.06% | +11,909 | New |
| STRS Ohio | 11,100 | $265.0K | 0.00% | −3,400−23.4% | Reduced |
| International Assets Investment Management, LLC | 10,725 | $256.0K | 0.05% | +100+0.9% | Added |
| Parametric Portfolio Associates LLC | 10,646 | $254.0K | 0.00% | −2,000−15.8% | Reduced |
| Penserra Capital Management LLC | 10,619 | $253.0K | 0.01% | −1,434−11.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,392 | $248.0K | 0.00% | +1,795+20.9% | Added |
| Principal Financial Group Inc | 10,172 | $243.0K | 0.00% | +158+1.6% | Added |
| 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 |
| Exos Asset Management LLC | 9,929 | $237.0K | 0.13% | −549−5.2% | Reduced |
| SNS Financial Group, LLC | 9,000 | $215.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,859 | $212.0K | 0.00% | +8,859 | New |
| Amalgamated Bank | 8,752 | $209.0K | 0.00% | −3,076−26.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,658 | $183.0K | 0.00% | +6,316+470.6% | Added |
| Legal & General Group Plc | 5,056 | $121.0K | 0.00% | −1,571−23.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,817 | $115.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,712 | $112.0K | 0.01% | −10,696−69.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,083 | $98.0K | 0.00% | +2,019+97.8% | Added |
| IFP Advisors, Inc | 3,900 | $94.0K | 0.00% | +1,138+41.2% | Added |
| Kepos Capital LP | 3,900 | $93.0K | 0.01% | −1,300−25.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,739 | $90.0K | 0.00% | +3,739 | New |
| Ameritas Investment Partners, Inc. | 3,716 | $89.0K | 0.00% | −1,195−24.3% | Reduced |
| Arkadios Wealth Advisors | 3,000 | $71.0K | 0.01% | −785−20.7% | Reduced |
| NEXT Financial Group, Inc | 2,845 | $68.0K | 0.01% | +2,845 | New |
| Brewin Dolphin Ltd | 2,505 | $59.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Advisors Asset Management, Inc. | 1,638 | $39.0K | 0.00% | +1,638 | New |
| Federation des caisses Desjardins du Quebec | 1,585 | $37.9K | 0.00% | −450−22.1% | Reduced |
| Clearstead Advisors, LLC | 1,525 | $36.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,424 | $34.0K | 0.02% | +1,424 | New |
| US Bancorp | 1,400 | $33.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1,290 | $31.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $24.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 950 | $23.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $17.0K | 0.00% | +700 | New |
| Harbour Investments, Inc. | 669 | $16.0K | 0.00% | +200+42.6% | Added |
| Wealth Quarterback LLC | 515 | $13.0K | 0.01% | +515 | 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 |
| Sandy Spring Bank | 447 | $11.0K | 0.00% | +447 | 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 |
| Institutional & Family Asset Management, LLC | 235 | $6.00K | 0.00% | +235 | New |
| Glen Eagle Advisors, LLC | 250 | $5.97K | 0.00% | +250 | 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 116 | $2.77K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |