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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 25,110 | $476.0K | 0.01% | −5,987−19.3% | Reduced |
| Malaga Cove Capital, LLC | 25,182 | $478.0K | 0.19% | +7,664+43.7% | Added |
| Legal & General Group Plc | 25,377 | $481.0K | 0.00% | +20,321+401.9% | Added |
| STRS Ohio | 26,500 | $502.0K | 0.00% | +15,400+138.7% | Added |
| International Assets Investment Management, LLC | 27,725 | $526.0K | 0.09% | +17,000+158.5% | Added |
| HighTower Advisors, LLC | 27,988 | $530.0K | 0.00% | −10,701−27.7% | Reduced |
| Metropolitan Life Insurance Co | 30,174 | $572.4K | 0.01% | +16,711+124.1% | Added |
| Advisor Group Holdings, Inc. | 32,101 | $609.0K | 0.00% | +12,860+66.8% | Added |
| Tortoise Investment Management, LLC | 32,843 | $623.0K | 0.12% | +32,843 | New |
| Luminus Management LLC | 33,000 | $626.0K | 0.15% | +33,000 | New |
| LNZ Capital LP | 34,073 | $646.0K | 0.47% | +34,073 | New |
| Credit Suisse AG | 35,439 | $672.0K | 0.00% | +35,439 | New |
| Cambridge Investment Research Advisors, Inc. | 37,469 | $711.0K | 0.00% | −4,605−10.9% | Reduced |
| UBS Asset Management Americas Inc | 40,000 | $758.8K | 0.00% | +40,000 | New |
| MetLife Investment Management | 40,734 | $772.7K | 0.01% | +22,940+128.9% | Added |
| Altrafin AG | 40,991 | $777.6K | 0.28% | +40,991 | New |
| Amundi | 52,106 | $785.0K | 0.00% | +52,106 | New |
| Voya Investment Management LLC | 44,160 | $838.0K | 0.00% | +25,087+131.5% | Added |
| Liberty One Investment Management, LLC | 46,513 | $882.0K | 0.13% | +5,682+13.9% | Added |
| Aigen Investment Management, LP | 52,144 | $998.0K | 0.06% | +52,144 | New |
| Manufacturers Life Insurance Company, The | 53,226 | $1.01M | 0.00% | +29,034+120.0% | Added |
| Waratah Capital Advisors Ltd. | 56,802 | $1.08M | 0.05% | +1,493+2.7% | Added |
| American International Group, Inc. | 60,600 | $1.15M | 0.01% | +34,066+128.4% | Added |
| Foundations Investment Advisors, LLC | 72,073 | $1.15M | 0.04% | +13,764+23.6% | Added |
| Cetera Investment Advisers | 62,078 | $1.18M | 0.02% | +10,126+19.5% | Added |
| Bank of America Corp | 62,991 | $1.20M | 0.00% | −4,179−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 63,369 | $1.20M | 0.00% | +9,163+16.9% | Added |
| Seven Eight Capital, LP | 63,476 | $1.20M | 0.22% | +63,476 | New |
| Ulland Investment Advisors, LLC | 67,545 | $1.28M | 0.82% | +67,545 | New |
| New York State Common Retirement Fund | 71,915 | $1.36M | 0.00% | +37,659+109.9% | Added |
| Swiss National Bank | 72,100 | $1.37M | 0.00% | +72,100 | New |
| Magnetar Financial LLC | 80,000 | $1.52M | 0.02% | +80,000 | New |
| Paloma Partners Management Co | 80,900 | $1.53M | 0.05% | −16,900−17.3% | Reduced |
| Wolverine Trading, LLC | 80,810 | $1.57M | 0.02% | +15,376+23.5% | Added |
| LPL Financial LLC | 85,755 | $1.63M | 0.00% | +13,022+17.9% | Added |
| California State Teachers Retirement System | 89,755 | $1.70M | 0.00% | +63,560+242.6% | Added |
| Baird Financial Group, Inc. | 93,471 | $1.77M | 0.00% | +93,471 | New |
| Citigroup Inc | 94,204 | $1.79M | 0.00% | +62,307+195.3% | Added |
| Carlson Capital L P | 94,814 | $1.80M | 0.10% | −17,186−15.3% | Reduced |
| Group One Trading, L.P. | 100,851 | $1.91M | 0.04% | +22,984+29.5% | Added |
| Rhumbline Advisers | 103,364 | $1.96M | 0.00% | +49,876+93.2% | Added |
| JPMorgan Chase & Co | 106,336 | $2.02M | 0.00% | +82,911+353.9% | Added |
| Rafferty Asset Management, LLC | 118,028 | $2.24M | 0.01% | +118,028 | New |
| Avidian Wealth Solutions, LLC | 126,699 | $2.40M | 0.15% | +26,855+26.9% | Added |
| 1832 Asset Management L.P. | 122,906 | $2.41M | 0.00% | +52,179+73.8% | Added |
| Alliancebernstein L.P. | 132,160 | $2.51M | 0.00% | +50,560+62.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 135,801 | $2.58M | 0.01% | +131,718+3,226.0% | Added |
| Prescott Group Capital Management, L.L.C. | 154,000 | $2.92M | 0.66% | +154,000 | New |
| Zweig-DiMenna Associates LLC | 169,500 | $3.21M | 0.26% | +169,500 | New |
| Benefit Street Partners LLC | 170,000 | $3.23M | 1.07% | +75,000+78.9% | Added |
| Millennium Management LLC | 172,883 | $3.28M | 0.00% | +172,883 | New |
| Strategic Vision Investment Ltd | 176,903 | $3.36M | 8.35% | −101,300−36.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 177,577 | $3.37M | 0.08% | +177,577 | New |
| Captrust Financial Advisors | 188,868 | $3.58M | 0.02% | +27,700+17.2% | Added |
| Scopus Asset Management, L.P. | 190,000 | $3.60M | 0.11% | −32,500−14.6% | Reduced |
| Nicola Wealth Management Ltd. | 195,000 | $3.70M | 0.35% | +45,000+30.0% | Added |
| Ardsley Advisory Partners LP | 201,500 | $3.81M | 0.90% | +177,000+722.4% | Added |
| UBS Group AG | 228,466 | $4.33M | 0.00% | −53,056−18.8% | Reduced |
| Tiedemann Advisors, LLC | 238,460 | $4.52M | 0.22% | +238,460 | New |
| Yaupon Capital Management LP | 250,000 | $4.74M | 2.66% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 274,147 | $5.20M | 0.53% | +274,147 | New |
| Jane Street Group, LLC | 308,824 | $5.86M | 0.01% | +227,582+280.1% | Added |
| Erste Asset Management GmbH | 330,000 | $6.18M | 0.11% | +330,000 | New |
| Nomura Holdings Inc | 330,887 | $6.28M | 0.04% | +330,887 | New |
| ExodusPoint Capital Management, LP | 339,875 | $6.45M | 0.08% | +339,875 | New |
| UBS Oconnor LLC | 356,930 | $6.77M | 0.07% | +356,930 | New |
| Salient Capital Advisors, LLC | 405,574 | $7.69M | 0.39% | +51,214+14.5% | Added |
| Allspring Global Investments Holdings, LLC | 409,410 | $7.77M | 0.01% | +409,410 | New |
| Temasek Holdings (Private) Ltd | 412,424 | $7.82M | 0.03% | −1,849,839−81.8% | Reduced |
| Moore Capital Management, LP | 415,999 | $7.89M | 0.20% | +415,999 | New |
| G2 Investment Partners Management LLC | 472,052 | $8.96M | 1.54% | +437,052+1,248.7% | Added |
| Burleson & Company, LLC | 505,752 | $9.59M | 1.40% | +55,058+12.2% | Added |
| Susquehanna International Group, LLP | 521,288 | $9.89M | 0.01% | −42,183−7.5% | Reduced |
| Marshall Wace, LLP | 523,447 | $9.93M | 0.02% | +333,315+175.3% | Added |
| Goldman Sachs Group Inc | 531,246 | $10.1M | 0.00% | +95,829+22.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 544,918 | $10.3M | 0.16% | +281,476+106.8% | Added |
| Royal Bank of Canada | 550,446 | $10.4M | 0.00% | +532,204+2,917.5% | Added |
| Nuveen Asset Management, LLC | 633,171 | $10.9M | 0.00% | +367,104+138.0% | Added |
| Bank of New York Mellon Corp | 661,146 | $12.5M | 0.00% | +251,747+61.5% | Added |
| HITE Hedge Asset Management LLC | 701,395 | $13.3M | 1.53% | +115,627+19.7% | Added |
| Deutsche Bank AG | 765,569 | $14.5M | 0.01% | +735,955+2,485.2% | 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 |
| Charles Schwab Investment Management Inc | 863,011 | $16.4M | 0.00% | +212,181+32.6% | Added |
| Point72 Asset Management, L.P. | 874,000 | $16.6M | 0.07% | +874,000 | New |
| Wells Fargo & Company | 939,082 | $17.8M | 0.00% | +312,970+50.0% | Added |
| Zimmer Partners, LP | 950,000 | $18.0M | 0.27% | +325,000+52.0% | Added |
| Schonfeld Strategic Advisors LLC | 989,200 | $18.8M | 0.18% | +427,800+76.2% | Added |
| Northern Trust Corp | 1,066,070 | $20.2M | 0.00% | +495,865+87.0% | Added |
| SIR Capital Management, L.P. | 1,082,467 | $20.5M | 3.24% | +875,871+424.0% | Added |
| Gilder Gagnon Howe & Co LLC | 1,106,782 | $21.0M | 0.12% | −11,017−1.0% | Reduced |
| First Trust Advisors LP | 1,235,189 | $23.4M | 0.02% | +222,232+21.9% | Added |
| Electron Capital Partners, LLC | 1,248,800 | $23.7M | 1.26% | +1,248,800 | New |
| Alps Advisors Inc | 1,277,010 | $24.2M | 0.27% | +86,883+7.3% | Added |
| Morgan Stanley | 1,386,165 | $26.3M | 0.00% | +1,252,839+939.7% | Added |
| General Electric Co | 1,434,893 | $27.2M | 0.24% | −925,000−39.2% | Reduced |
| Senator Investment Group LP | 1,450,000 | $27.5M | 0.53% | +25,000+1.8% | Added |
| Van Eck Associates Corp | 1,521,826 | $28.9M | 0.07% | −47,130−3.0% | Reduced |
| Janus Henderson Group PLC | 1,707,135 | $32.4M | 0.01% | +401,336+30.7% | Added |
| Geode Capital Management, LLC | 2,000,211 | $37.9M | 0.00% | +631,694+46.2% | Added |