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 |
|---|---|---|---|---|---|
| State Street Corp | 2,182,544 | $41.4M | 0.00% | +1,033,005+89.9% | Added |
| Citadel Advisors LLC | 2,577,945 | $48.9M | 0.05% | +1,668,845+183.6% | Added |
| Invesco Ltd. | 3,628,102 | $68.8M | 0.02% | +24,851+0.7% | Added |
| Ontario Teachers Pension Plan Board | 5,130,271 | $97.3M | 1.17% | −2,241,157−30.4% | Reduced |
| William Blair Investment Management, LLC | 5,603,524 | $106.3M | 0.29% | +604,283+12.1% | Added |
| BlackRock Inc. | 7,026,276 | $133.3M | 0.00% | +3,218,426+84.5% | Added |
| Vanguard Group Inc | 12,086,688 | $229.3M | 0.01% | +1,927,291+19.0% | Added |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −546,477−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −499,400−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −335,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −290,151−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −174,398−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −68,596−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −32,400−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −27,959−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,036−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −18,998−100.0% | Sold out |
| 360 Financial, Inc. | 0 | $0 | 0.00% | −15,884−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −12,653−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −11,909−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,392−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,008−100.0% | Sold out |
| SNS Financial Group, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −1,424−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| DSAM Partners (London) Ltd | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |