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 | $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, 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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 8 | $0 | 0.00% | −153−95.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $0 | 0.00% | −140−84.8% | Reduced |
| Signaturefd, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5 | $0 | 0.00% | +5 | New |
| Covestor Ltd | 23 | $0 | 0.00% | +23 | New |
| Westside Investment Management, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.00K | 0.00% | +50 | New |
| Assetmark, Inc | 46 | $1.00K | 0.00% | +46 | New |
| TAP Consulting, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Missouri Trust & Investment Co | 55 | $1.00K | 0.00% | +55 | New |
| Bivin & Associates, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 60 | $1.14K | 0.00% | −190−76.0% | Reduced |
| Quadrant Capital Group LLC | 100 | $2.00K | 0.00% | −11−9.9% | Reduced |
| City Holding Co | 250 | $2.00K | 0.00% | +250 | New |
| Total Clarity Wealth Management, Inc. | 165 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $3.00K | 0.00% | +135 | New |
| Byrne Asset Management LLC | 140 | $3.00K | 0.00% | +140 | New |
| Harbour Investments, Inc. | 200 | $4.00K | 0.00% | −469−70.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 237 | $4.00K | 0.00% | +237 | New |
| Mascoma Wealth Management LLC | 199 | $4.00K | 0.00% | +199 | New |
| Sandy Spring Bank | 300 | $6.00K | 0.00% | −147−32.9% | Reduced |
| Dividend Assets Capital, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 300 | $6.00K | 0.00% | +200+200.0% | Added |
| First Horizon Advisors, Inc. | 404 | $7.00K | 0.00% | +84+26.3% | Added |
| Federated Hermes, Inc. | 421 | $8.00K | 0.00% | +421 | New |
| HM Payson & Co | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $9.00K | 0.00% | +500 | New |
| American Portfolios Advisors | 516 | $9.79K | 0.00% | +400+344.8% | Added |
| Steward Partners Investment Advisory, LLC | 585 | $11.0K | 0.00% | −1,825−75.7% | Reduced |
| Nisa Investment Advisors, LLC | 990 | $12.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 800 | $15.0K | 0.00% | +800 | New |
| CoreCap Advisors, LLC | 910 | $17.0K | 0.00% | +910 | New |
| BDO Wealth Advisors, LLC | 950 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,070 | $20.0K | 0.00% | +1,070 | New |
| Federation des caisses Desjardins du Quebec | 1,285 | $24.4K | 0.00% | −300−18.9% | Reduced |
| Clearstead Advisors, LLC | 1,425 | $27.0K | 0.00% | −100−6.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,859 | $35.0K | 0.02% | +1,859 | New |
| US Bancorp | 2,000 | $38.0K | 0.00% | +600+42.9% | Added |
| Cutler Group LP | 2,177 | $41.0K | 0.00% | −2,535−53.8% | Reduced |
| Itau Unibanco Holding S.A. | 2,546 | $49.0K | 0.00% | +2,546 | New |
| Simplex Trading, LLC | 3,862 | $73.0K | 0.00% | +3,862 | New |
| IFP Advisors, Inc | 3,900 | $74.0K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 3,900 | $74.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,677 | $89.0K | 0.00% | +4,677 | New |
| Rockefeller Capital Management L.P. | 5,186 | $98.0K | 0.00% | +5,000+2,688.2% | Added |
| NEXT Financial Group, Inc | 5,545 | $105.0K | 0.01% | +2,700+94.9% | Added |
| Newbridge Financial Services Group, Inc. | 5,645 | $107.0K | 0.05% | +5,145+1,029.0% | Added |
| The PNC Financial Services Group, Inc. | 6,150 | $117.0K | 0.00% | +1,333+27.7% | Added |
| National Bank of Canada | 6,170 | $117.0K | 0.00% | +6,170 | New |
| Tower Research Capital LLC (TRC) | 6,826 | $129.0K | 0.00% | −832−10.9% | Reduced |
| Penserra Capital Management LLC | 7,049 | $133.0K | 0.00% | −3,570−33.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,385 | $140.0K | 0.00% | +7,385 | New |
| Exos Asset Management LLC | 8,214 | $156.0K | 0.08% | −1,715−17.3% | Reduced |
| CKW Financial Group | 8,389 | $160.0K | 0.02% | +8,389 | New |
| Ameritas Investment Partners, Inc. | 8,813 | $167.0K | 0.01% | +5,097+137.2% | Added |
| Natixis | 10,000 | $190.0K | 0.00% | +10,000 | New |
| XTX Topco Ltd | 10,077 | $191.0K | 0.11% | +10,077 | New |
| CIBC Private Wealth Group, LLC | 10,954 | $208.0K | 0.00% | +10,954 | New |
| Levin Capital Strategies, L.P. | 11,000 | $209.0K | 0.02% | +11,000 | New |
| Hall Private Wealth Advisors | 11,115 | $211.0K | 0.13% | +11,115 | New |
| J.W. Cole Advisors, Inc. | 11,300 | $214.0K | 0.01% | +11,300 | New |
| Polar Capital Holdings Plc | 11,313 | $215.0K | 0.00% | +11,313 | New |
| Raymond James & Associates | 11,393 | $216.0K | 0.00% | −8,112−41.6% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $228.0K | 0.34% | +12,000 | New |
| Harel Insurance Investments & Financial Services Ltd. | 12,000 | $232.0K | 0.00% | −8,000−40.0% | Reduced |
| Two Sigma Advisers, LP | 12,600 | $239.0K | 0.00% | +12,600 | New |
| Gladstone Institutional Advisory LLC | 12,725 | $241.0K | 0.02% | −400−3.0% | Reduced |
| Mariner, LLC | 12,826 | $243.0K | 0.00% | +12,826 | New |
| Cohen & Steers, Inc. | 13,000 | $247.0K | 0.00% | +13,000 | New |
| Envestnet Asset Management Inc | 13,287 | $252.0K | 0.00% | +4,428+50.0% | Added |
| National Asset Management, Inc. | 14,116 | $268.0K | 0.01% | −2,602−15.6% | Reduced |
| Ameriprise Financial Inc | 14,319 | $272.0K | 0.00% | +14,319 | New |
| Sigma Planning Corp | 14,614 | $277.0K | 0.01% | −8,820−37.6% | Reduced |
| L & S Advisors Inc | 15,000 | $285.0K | 0.03% | +15,000 | New |
| IHT Wealth Management, LLC | 15,330 | $291.0K | 0.02% | +1,820+13.5% | Added |
| Boothbay Fund Management, LLC | 15,360 | $291.0K | 0.01% | +15,360 | New |
| Parametric Portfolio Associates LLC | 16,990 | $322.0K | 0.00% | +6,344+59.6% | Added |
| Blair William & Co | 17,043 | $323.0K | 0.00% | +1,133+7.1% | Added |
| Capital Fund Management S.A. | 17,596 | $333.8K | 0.01% | +17,596 | New |
| Vident Investment Advisory, LLC | 18,498 | $351.0K | 0.01% | +5,224+39.4% | Added |
| Emfo, LLC | 19,140 | $363.0K | 0.32% | +19,140 | New |
| Principal Financial Group Inc | 19,389 | $368.0K | 0.00% | +9,217+90.6% | Added |
| Advisors Asset Management, Inc. | 19,442 | $368.8K | 0.01% | +17,804+1,086.9% | Added |
| Amalgamated Bank | 20,075 | $381.0K | 0.00% | +11,323+129.4% | Added |
| swisspartners Ltd. | 20,000 | $385.0K | 0.27% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,389 | $387.0K | 0.05% | −5,659−21.7% | Reduced |
| Cinctive Capital Management LP | 20,811 | $395.0K | 0.02% | +20,811 | New |
| Price T Rowe Associates Inc | 20,878 | $396.0K | 0.00% | −19,356−48.1% | Reduced |
| Cubist Systematic Strategies, LLC | 22,343 | $424.0K | 0.00% | −11,642−34.3% | Reduced |
| Oppenheimer & Co Inc | 22,442 | $426.0K | 0.01% | −11,887−34.6% | Reduced |
| Icapital Wealth LLC | 22,809 | $433.0K | 0.17% | +22,809 | New |
| Man Group plc | 22,978 | $436.0K | 0.00% | −2,613−10.2% | Reduced |
| ProShare Advisors LLC | 24,915 | $473.0K | 0.00% | +24,915 | New |