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, Q4 2021
Institutional positions in Stem, Inc. as of Dec 31, 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
- 207
- +35 vs. Q3 2021
- Shares held
- 77.3M
- +18.6M (+31.7%) vs. Q3 2021
- Total value
- $1.46B
- +$62.0M (+4.4%) vs. Q3 2021
- New holders
- 72
- 79 more added
- Sold out
- 37
- 38 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,086,688 | $229.3M | 0.01% | +1,927,291+19.0% | Added |
| BlackRock Inc. | 7,026,276 | $133.3M | 0.00% | +3,218,426+84.5% | Added |
| William Blair Investment Management, LLC | 5,603,524 | $106.3M | 0.29% | +604,283+12.1% | Added |
| Ontario Teachers Pension Plan Board | 5,130,271 | $97.3M | 1.17% | −2,241,157−30.4% | Reduced |
| Invesco Ltd. | 3,628,102 | $68.8M | 0.02% | +24,851+0.7% | Added |
| Citadel Advisors LLC | 2,577,945 | $48.9M | 0.05% | +1,668,845+183.6% | Added |
| State Street Corp | 2,182,544 | $41.4M | 0.00% | +1,033,005+89.9% | Added |
| Geode Capital Management, LLC | 2,000,211 | $37.9M | 0.00% | +631,694+46.2% | Added |
| Janus Henderson Group PLC | 1,707,135 | $32.4M | 0.01% | +401,336+30.7% | Added |
| Van Eck Associates Corp | 1,521,826 | $28.9M | 0.07% | −47,130−3.0% | Reduced |
| Senator Investment Group LP | 1,450,000 | $27.5M | 0.53% | +25,000+1.8% | Added |
| General Electric Co | 1,434,893 | $27.2M | 0.24% | −925,000−39.2% | Reduced |
| Morgan Stanley | 1,386,165 | $26.3M | 0.00% | +1,252,839+939.7% | Added |
| Alps Advisors Inc | 1,277,010 | $24.2M | 0.27% | +86,883+7.3% | Added |
| Electron Capital Partners, LLC | 1,248,800 | $23.7M | 1.26% | +1,248,800 | New |
| First Trust Advisors LP | 1,235,189 | $23.4M | 0.02% | +222,232+21.9% | Added |
| Gilder Gagnon Howe & Co LLC | 1,106,782 | $21.0M | 0.12% | −11,017−1.0% | Reduced |
| SIR Capital Management, L.P. | 1,082,467 | $20.5M | 3.24% | +875,871+424.0% | Added |
| Northern Trust Corp | 1,066,070 | $20.2M | 0.00% | +495,865+87.0% | Added |
| Schonfeld Strategic Advisors LLC | 989,200 | $18.8M | 0.18% | +427,800+76.2% | Added |
| Zimmer Partners, LP | 950,000 | $18.0M | 0.27% | +325,000+52.0% | Added |
| Wells Fargo & Company | 939,082 | $17.8M | 0.00% | +312,970+50.0% | Added |
| Point72 Asset Management, L.P. | 874,000 | $16.6M | 0.07% | +874,000 | New |
| Charles Schwab Investment Management Inc | 863,011 | $16.4M | 0.00% | +212,181+32.6% | Added |
| Alkeon Capital Management LLC | 800,000 | $15.2M | 0.05% | +250,000+45.5% | Added |
| Encompass Capital Advisors LLC | 800,000 | $15.2M | 1.29% | +800,000 | New |
| Deutsche Bank AG | 765,569 | $14.5M | 0.01% | +735,955+2,485.2% | Added |
| HITE Hedge Asset Management LLC | 701,395 | $13.3M | 1.53% | +115,627+19.7% | Added |
| Bank of New York Mellon Corp | 661,146 | $12.5M | 0.00% | +251,747+61.5% | Added |
| Nuveen Asset Management, LLC | 633,171 | $10.9M | 0.00% | +367,104+138.0% | Added |
| Royal Bank of Canada | 550,446 | $10.4M | 0.00% | +532,204+2,917.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 544,918 | $10.3M | 0.16% | +281,476+106.8% | Added |
| Goldman Sachs Group Inc | 531,246 | $10.1M | 0.00% | +95,829+22.0% | Added |
| Marshall Wace, LLP | 523,447 | $9.93M | 0.02% | +333,315+175.3% | Added |
| Susquehanna International Group, LLP | 521,288 | $9.89M | 0.01% | −42,183−7.5% | Reduced |
| Burleson & Company, LLC | 505,752 | $9.59M | 1.40% | +55,058+12.2% | Added |
| G2 Investment Partners Management LLC | 472,052 | $8.96M | 1.54% | +437,052+1,248.7% | Added |
| Moore Capital Management, LP | 415,999 | $7.89M | 0.20% | +415,999 | New |
| Temasek Holdings (Private) Ltd | 412,424 | $7.82M | 0.03% | −1,849,839−81.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 409,410 | $7.77M | 0.01% | +409,410 | New |
| Salient Capital Advisors, LLC | 405,574 | $7.69M | 0.39% | +51,214+14.5% | Added |
| UBS Oconnor LLC | 356,930 | $6.77M | 0.07% | +356,930 | New |
| ExodusPoint Capital Management, LP | 339,875 | $6.45M | 0.08% | +339,875 | New |
| Nomura Holdings Inc | 330,887 | $6.28M | 0.04% | +330,887 | New |
| Erste Asset Management GmbH | 330,000 | $6.18M | 0.11% | +330,000 | New |
| Jane Street Group, LLC | 308,824 | $5.86M | 0.01% | +227,582+280.1% | Added |
| Cushing Asset Management, LP | 274,147 | $5.20M | 0.53% | +274,147 | New |
| Yaupon Capital Management LP | 250,000 | $4.74M | 2.66% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 238,460 | $4.52M | 0.22% | +238,460 | New |
| UBS Group AG | 228,466 | $4.33M | 0.00% | −53,056−18.8% | Reduced |
| Ardsley Advisory Partners LP | 201,500 | $3.81M | 0.90% | +177,000+722.4% | Added |
| Nicola Wealth Management Ltd. | 195,000 | $3.70M | 0.35% | +45,000+30.0% | Added |
| Scopus Asset Management, L.P. | 190,000 | $3.60M | 0.11% | −32,500−14.6% | Reduced |
| Captrust Financial Advisors | 188,868 | $3.58M | 0.02% | +27,700+17.2% | Added |
| Industrial Alliance Investment Management Inc. | 177,577 | $3.37M | 0.08% | +177,577 | New |
| Strategic Vision Investment Ltd | 176,903 | $3.36M | 8.35% | −101,300−36.4% | Reduced |
| Millennium Management LLC | 172,883 | $3.28M | 0.00% | +172,883 | New |
| Benefit Street Partners LLC | 170,000 | $3.23M | 1.07% | +75,000+78.9% | Added |
| Zweig-DiMenna Associates LLC | 169,500 | $3.21M | 0.26% | +169,500 | New |
| Prescott Group Capital Management, L.L.C. | 154,000 | $2.92M | 0.66% | +154,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 135,801 | $2.58M | 0.01% | +131,718+3,226.0% | Added |
| Alliancebernstein L.P. | 132,160 | $2.51M | 0.00% | +50,560+62.0% | Added |
| 1832 Asset Management L.P. | 122,906 | $2.41M | 0.00% | +52,179+73.8% | Added |
| Avidian Wealth Solutions, LLC | 126,699 | $2.40M | 0.15% | +26,855+26.9% | Added |
| Rafferty Asset Management, LLC | 118,028 | $2.24M | 0.01% | +118,028 | New |
| JPMorgan Chase & Co | 106,336 | $2.02M | 0.00% | +82,911+353.9% | Added |
| Rhumbline Advisers | 103,364 | $1.96M | 0.00% | +49,876+93.2% | Added |
| Group One Trading, L.P. | 100,851 | $1.91M | 0.04% | +22,984+29.5% | Added |
| Carlson Capital L P | 94,814 | $1.80M | 0.10% | −17,186−15.3% | Reduced |
| Citigroup Inc | 94,204 | $1.79M | 0.00% | +62,307+195.3% | Added |
| Baird Financial Group, Inc. | 93,471 | $1.77M | 0.00% | +93,471 | New |
| California State Teachers Retirement System | 89,755 | $1.70M | 0.00% | +63,560+242.6% | Added |
| LPL Financial LLC | 85,755 | $1.63M | 0.00% | +13,022+17.9% | Added |
| Wolverine Trading, LLC | 80,810 | $1.57M | 0.02% | +15,376+23.5% | Added |
| Paloma Partners Management Co | 80,900 | $1.53M | 0.05% | −16,900−17.3% | Reduced |
| Magnetar Financial LLC | 80,000 | $1.52M | 0.02% | +80,000 | New |
| Swiss National Bank | 72,100 | $1.37M | 0.00% | +72,100 | New |
| New York State Common Retirement Fund | 71,915 | $1.36M | 0.00% | +37,659+109.9% | Added |
| Ulland Investment Advisors, LLC | 67,545 | $1.28M | 0.82% | +67,545 | New |
| Seven Eight Capital, LP | 63,476 | $1.20M | 0.22% | +63,476 | New |
| Commonwealth Equity Services, LLC | 63,369 | $1.20M | 0.00% | +9,163+16.9% | Added |
| Bank of America Corp | 62,991 | $1.20M | 0.00% | −4,179−6.2% | Reduced |
| Cetera Investment Advisers | 62,078 | $1.18M | 0.02% | +10,126+19.5% | Added |
| Foundations Investment Advisors, LLC | 72,073 | $1.15M | 0.04% | +13,764+23.6% | Added |
| American International Group, Inc. | 60,600 | $1.15M | 0.01% | +34,066+128.4% | Added |
| Waratah Capital Advisors Ltd. | 56,802 | $1.08M | 0.05% | +1,493+2.7% | Added |
| Manufacturers Life Insurance Company, The | 53,226 | $1.01M | 0.00% | +29,034+120.0% | Added |
| Aigen Investment Management, LP | 52,144 | $998.0K | 0.06% | +52,144 | New |
| Liberty One Investment Management, LLC | 46,513 | $882.0K | 0.13% | +5,682+13.9% | Added |
| Voya Investment Management LLC | 44,160 | $838.0K | 0.00% | +25,087+131.5% | Added |
| Amundi | 52,106 | $785.0K | 0.00% | +52,106 | New |
| Altrafin AG | 40,991 | $777.6K | 0.28% | +40,991 | New |
| MetLife Investment Management | 40,734 | $772.7K | 0.01% | +22,940+128.9% | Added |
| UBS Asset Management Americas Inc | 40,000 | $758.8K | 0.00% | +40,000 | New |
| Cambridge Investment Research Advisors, Inc. | 37,469 | $711.0K | 0.00% | −4,605−10.9% | Reduced |
| Credit Suisse AG | 35,439 | $672.0K | 0.00% | +35,439 | New |
| LNZ Capital LP | 34,073 | $646.0K | 0.47% | +34,073 | New |
| Luminus Management LLC | 33,000 | $626.0K | 0.15% | +33,000 | New |
| Tortoise Investment Management, LLC | 32,843 | $623.0K | 0.12% | +32,843 | New |
| Advisor Group Holdings, Inc. | 32,101 | $609.0K | 0.00% | +12,860+66.8% | Added |