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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 30,174 | $572.4K | 0.01% | +16,711+124.1% | Added |
| HighTower Advisors, LLC | 27,988 | $530.0K | 0.00% | −10,701−27.7% | Reduced |
| International Assets Investment Management, LLC | 27,725 | $526.0K | 0.09% | +17,000+158.5% | Added |
| STRS Ohio | 26,500 | $502.0K | 0.00% | +15,400+138.7% | Added |
| Legal & General Group Plc | 25,377 | $481.0K | 0.00% | +20,321+401.9% | Added |
| Malaga Cove Capital, LLC | 25,182 | $478.0K | 0.19% | +7,664+43.7% | Added |
| Advisory Services Network, LLC | 25,110 | $476.0K | 0.01% | −5,987−19.3% | Reduced |
| ProShare Advisors LLC | 24,915 | $473.0K | 0.00% | +24,915 | New |
| Man Group plc | 22,978 | $436.0K | 0.00% | −2,613−10.2% | Reduced |
| Icapital Wealth LLC | 22,809 | $433.0K | 0.17% | +22,809 | New |
| Oppenheimer & Co Inc | 22,442 | $426.0K | 0.01% | −11,887−34.6% | Reduced |
| Cubist Systematic Strategies, LLC | 22,343 | $424.0K | 0.00% | −11,642−34.3% | Reduced |
| Price T Rowe Associates Inc | 20,878 | $396.0K | 0.00% | −19,356−48.1% | Reduced |
| Cinctive Capital Management LP | 20,811 | $395.0K | 0.02% | +20,811 | New |
| Gsa Capital Partners LLP | 20,389 | $387.0K | 0.05% | −5,659−21.7% | Reduced |
| swisspartners Ltd. | 20,000 | $385.0K | 0.27% | 00.0% | Unchanged |
| Amalgamated Bank | 20,075 | $381.0K | 0.00% | +11,323+129.4% | Added |
| Advisors Asset Management, Inc. | 19,442 | $368.8K | 0.01% | +17,804+1,086.9% | Added |
| Principal Financial Group Inc | 19,389 | $368.0K | 0.00% | +9,217+90.6% | Added |
| Emfo, LLC | 19,140 | $363.0K | 0.32% | +19,140 | New |
| Vident Investment Advisory, LLC | 18,498 | $351.0K | 0.01% | +5,224+39.4% | Added |
| Capital Fund Management S.A. | 17,596 | $333.8K | 0.01% | +17,596 | New |
| Blair William & Co | 17,043 | $323.0K | 0.00% | +1,133+7.1% | Added |
| Parametric Portfolio Associates LLC | 16,990 | $322.0K | 0.00% | +6,344+59.6% | Added |
| 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 |
| L & S Advisors Inc | 15,000 | $285.0K | 0.03% | +15,000 | New |
| Sigma Planning Corp | 14,614 | $277.0K | 0.01% | −8,820−37.6% | Reduced |
| Ameriprise Financial Inc | 14,319 | $272.0K | 0.00% | +14,319 | New |
| National Asset Management, Inc. | 14,116 | $268.0K | 0.01% | −2,602−15.6% | Reduced |
| Envestnet Asset Management Inc | 13,287 | $252.0K | 0.00% | +4,428+50.0% | Added |
| Cohen & Steers, Inc. | 13,000 | $247.0K | 0.00% | +13,000 | New |
| Mariner, LLC | 12,826 | $243.0K | 0.00% | +12,826 | New |
| Gladstone Institutional Advisory LLC | 12,725 | $241.0K | 0.02% | −400−3.0% | Reduced |
| Two Sigma Advisers, LP | 12,600 | $239.0K | 0.00% | +12,600 | New |
| Harel Insurance Investments & Financial Services Ltd. | 12,000 | $232.0K | 0.00% | −8,000−40.0% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $228.0K | 0.34% | +12,000 | New |
| Raymond James & Associates | 11,393 | $216.0K | 0.00% | −8,112−41.6% | Reduced |
| Polar Capital Holdings Plc | 11,313 | $215.0K | 0.00% | +11,313 | New |
| J.W. Cole Advisors, Inc. | 11,300 | $214.0K | 0.01% | +11,300 | New |
| Hall Private Wealth Advisors | 11,115 | $211.0K | 0.13% | +11,115 | New |
| Levin Capital Strategies, L.P. | 11,000 | $209.0K | 0.02% | +11,000 | New |
| CIBC Private Wealth Group, LLC | 10,954 | $208.0K | 0.00% | +10,954 | New |
| XTX Topco Ltd | 10,077 | $191.0K | 0.11% | +10,077 | New |
| Natixis | 10,000 | $190.0K | 0.00% | +10,000 | New |
| Ameritas Investment Partners, Inc. | 8,813 | $167.0K | 0.01% | +5,097+137.2% | Added |
| CKW Financial Group | 8,389 | $160.0K | 0.02% | +8,389 | New |
| Exos Asset Management LLC | 8,214 | $156.0K | 0.08% | −1,715−17.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,385 | $140.0K | 0.00% | +7,385 | New |
| Penserra Capital Management LLC | 7,049 | $133.0K | 0.00% | −3,570−33.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,826 | $129.0K | 0.00% | −832−10.9% | Reduced |
| 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 |
| Newbridge Financial Services Group, Inc. | 5,645 | $107.0K | 0.05% | +5,145+1,029.0% | Added |
| NEXT Financial Group, Inc | 5,545 | $105.0K | 0.01% | +2,700+94.9% | Added |
| Rockefeller Capital Management L.P. | 5,186 | $98.0K | 0.00% | +5,000+2,688.2% | Added |
| Daiwa Securities Group Inc. | 4,677 | $89.0K | 0.00% | +4,677 | 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 |
| Simplex Trading, LLC | 3,862 | $73.0K | 0.00% | +3,862 | New |
| Itau Unibanco Holding S.A. | 2,546 | $49.0K | 0.00% | +2,546 | New |
| Cutler Group LP | 2,177 | $41.0K | 0.00% | −2,535−53.8% | Reduced |
| US Bancorp | 2,000 | $38.0K | 0.00% | +600+42.9% | Added |
| Fortitude Advisory Group L.L.C. | 1,859 | $35.0K | 0.02% | +1,859 | New |
| Clearstead Advisors, LLC | 1,425 | $27.0K | 0.00% | −100−6.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,285 | $24.4K | 0.00% | −300−18.9% | Reduced |
| CWM, LLC | 1,070 | $20.0K | 0.00% | +1,070 | New |
| BDO Wealth Advisors, LLC | 950 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 910 | $17.0K | 0.00% | +910 | New |
| TD Waterhouse Canada Inc. | 800 | $15.0K | 0.00% | +800 | New |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 585 | $11.0K | 0.00% | −1,825−75.7% | Reduced |
| American Portfolios Advisors | 516 | $9.79K | 0.00% | +400+344.8% | Added |
| 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 |
| Federated Hermes, Inc. | 421 | $8.00K | 0.00% | +421 | New |
| First Horizon Advisors, Inc. | 404 | $7.00K | 0.00% | +84+26.3% | Added |
| 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 |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 100 | $2.00K | 0.00% | −11−9.9% | Reduced |
| City Holding Co | 250 | $2.00K | 0.00% | +250 | New |
| Glen Eagle Advisors, LLC | 60 | $1.14K | 0.00% | −190−76.0% | Reduced |
| 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 |