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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 2 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q4 2021 vs. Q3 2021

How the institutions holding Stem, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of STEM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1764207+35
Shares59.1M371.6K77.3M+18.6M (+31.7%)
Value$1.41B$8.88M$1.46B+$62.0M (+4.4%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held Stem, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to STEM in Q4 2021
InstitutionSharesValue% of portfolio
Electron Capital Partners, LLC1,248,800$23.7M1.26%
Point72 Asset Management, L.P.874,000$16.6M0.07%
Encompass Capital Advisors LLC800,000$15.2M1.29%
Moore Capital Management, LP415,999$7.89M0.20%
Allspring Global Investments Holdings, LLC409,410$7.77M0.01%
UBS Oconnor LLC356,930$6.77M0.07%
ExodusPoint Capital Management, LP339,875$6.45M0.08%
Nomura Holdings Inc330,887$6.28M0.04%
Erste Asset Management GmbH330,000$6.18M0.11%
Cushing Asset Management, LP274,147$5.20M0.53%
Tiedemann Advisors, LLC238,460$4.52M0.22%
Industrial Alliance Investment Management Inc.177,577$3.37M0.08%
Millennium Management LLC172,883$3.28M0.00%
Zweig-DiMenna Associates LLC169,500$3.21M0.26%
Prescott Group Capital Management, L.L.C.154,000$2.92M0.66%
Rafferty Asset Management, LLC118,028$2.24M0.01%
Baird Financial Group, Inc.93,471$1.77M0.00%
Magnetar Financial LLC80,000$1.52M0.02%
Swiss National Bank72,100$1.37M0.00%
Ulland Investment Advisors, LLC67,545$1.28M0.82%
Seven Eight Capital, LP63,476$1.20M0.22%
Aigen Investment Management, LP52,144$998.0K0.06%
Amundi52,106$785.0K0.00%
Altrafin AG40,991$777.6K0.28%
UBS Asset Management Americas Inc40,000$758.8K0.00%
Credit Suisse AG35,439$672.0K0.00%
LNZ Capital LP34,073$646.0K0.47%
Luminus Management LLC33,000$626.0K0.15%
Tortoise Investment Management, LLC32,843$623.0K0.12%
ProShare Advisors LLC24,915$473.0K0.00%
Icapital Wealth LLC22,809$433.0K0.17%
Cinctive Capital Management LP20,811$395.0K0.02%
Emfo, LLC19,140$363.0K0.32%
Capital Fund Management S.A.17,596$333.8K0.01%
Boothbay Fund Management, LLC15,360$291.0K0.01%
L & S Advisors Inc15,000$285.0K0.03%
Ameriprise Financial Inc14,319$272.0K0.00%
Cohen & Steers, Inc.13,000$247.0K0.00%
Mariner, LLC12,826$243.0K0.00%
Two Sigma Advisers, LP12,600$239.0K0.00%
Deuterium Capital Management, LLC12,000$228.0K0.34%
Polar Capital Holdings Plc11,313$215.0K0.00%
J.W. Cole Advisors, Inc.11,300$214.0K0.01%
Hall Private Wealth Advisors11,115$211.0K0.13%
Levin Capital Strategies, L.P.11,000$209.0K0.02%
CIBC Private Wealth Group, LLC10,954$208.0K0.00%
XTX Topco Ltd10,077$191.0K0.11%
Natixis10,000$190.0K0.00%
CKW Financial Group8,389$160.0K0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)7,385$140.0K0.00%
National Bank of Canada6,170$117.0K0.00%
Daiwa Securities Group Inc.4,677$89.0K0.00%
Simplex Trading, LLC3,862$73.0K0.00%
Itau Unibanco Holding S.A.2,546$49.0K0.00%
Fortitude Advisory Group L.L.C.1,859$35.0K0.02%
CWM, LLC1,070$20.0K0.00%
CoreCap Advisors, LLC910$17.0K0.00%
TD Waterhouse Canada Inc.800$15.0K0.00%
First Manhattan Co500$9.00K0.00%
Federated Hermes, Inc.421$8.00K0.00%
Gradient Investments LLC237$4.00K0.00%
Mascoma Wealth Management LLC199$4.00K0.00%
Albion Financial Group135$3.00K0.00%
Byrne Asset Management LLC140$3.00K0.00%
City Holding Co250$2.00K0.00%
Toth Financial Advisory Corp50$1.00K0.00%
Assetmark, Inc46$1.00K0.00%
TAP Consulting, LLC50$1.00K0.00%
Missouri Trust & Investment Co55$1.00K0.00%
Bivin & Associates, Inc.50$1.00K0.00%
Future Financial Wealth Managment LLC5$00.00%
Covestor Ltd23$00.00%

Sold out (37)

Institutions that held Stem, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (4)

Institutions that held Stem, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
DSAM Partners (London) Ltd370,500$8.85M
Wealth Quarterback LLC515$13.0K
Sonora Investment Management, LLC500$12.0K
Berman Capital Advisors, LLC52$1.00K