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, Q1 2022
Institutional positions in Stem, Inc. as of Mar 31, 2022. 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
- 192
- −12 vs. Q4 2021
- Shares held
- 77.1M
- −77.0K (−0.1%) vs. Q4 2021
- Total value
- $849.4M
- −$614.0M (−42.0%) vs. Q4 2021
- New holders
- 45
- 76 more added
- Sold out
- 57
- 43 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,934,965 | $142.4M | 0.00% | +848,277+7.0% | Added |
| BlackRock Inc. | 7,183,866 | $79.1M | 0.00% | +157,590+2.2% | Added |
| William Blair Investment Management, LLC | 7,153,013 | $78.8M | 0.24% | +1,549,489+27.7% | Added |
| Renaissance Technologies LLC | 2,761,600 | $30.4M | 0.04% | +2,761,600 | New |
| Citadel Advisors LLC | 2,422,949 | $26.7M | 0.03% | −154,996−6.0% | Reduced |
| State Street Corp | 2,355,554 | $25.9M | 0.00% | +173,010+7.9% | Added |
| Invesco Ltd. | 2,074,449 | $22.8M | 0.01% | −1,553,653−42.8% | Reduced |
| Point72 Asset Management, L.P. | 1,933,252 | $21.3M | 0.09% | +1,059,252+121.2% | Added |
| Geode Capital Management, LLC | 1,828,021 | $20.1M | 0.00% | −172,190−8.6% | Reduced |
| Janus Henderson Group PLC | 1,638,626 | $18.0M | 0.01% | −68,509−4.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,377,705 | $15.2M | 0.20% | +832,787+152.8% | Added |
| Van Eck Associates Corp | 1,376,766 | $15.2M | 0.03% | −145,060−9.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,328,112 | $14.6M | 0.03% | +1,317,158+12,024.4% | Added |
| SIR Capital Management, L.P. | 1,188,499 | $13.1M | 2.30% | +106,032+9.8% | Added |
| HITE Hedge Asset Management LLC | 1,142,803 | $12.6M | 1.22% | +441,408+62.9% | Added |
| General Electric Co | 1,094,893 | $12.1M | 0.12% | −340,000−23.7% | Reduced |
| Electron Capital Partners, LLC | 1,094,475 | $12.1M | 0.55% | −154,325−12.4% | Reduced |
| First Trust Advisors LP | 1,072,828 | $11.8M | 0.01% | −162,361−13.1% | Reduced |
| Morgan Stanley | 1,065,897 | $11.7M | 0.00% | −320,268−23.1% | Reduced |
| Northern Trust Corp | 1,041,616 | $11.5M | 0.00% | −24,454−2.3% | Reduced |
| Alps Advisors Inc | 1,020,144 | $11.2M | 0.12% | −256,866−20.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 990,032 | $10.9M | 0.10% | −116,750−10.5% | Reduced |
| Alliancebernstein L.P. | 945,636 | $10.4M | 0.00% | +813,476+615.5% | Added |
| Charles Schwab Investment Management Inc | 927,053 | $10.2M | 0.00% | +64,042+7.4% | Added |
| Two Sigma Investments, LP | 829,311 | $9.13M | 0.03% | +829,311 | New |
| Alkeon Capital Management LLC | 780,048 | $8.59M | 0.04% | −19,952−2.5% | Reduced |
| Deutsche Bank AG | 762,056 | $8.39M | 0.00% | −3,513−0.5% | Reduced |
| Barclays PLC | 692,271 | $7.62M | 0.01% | +692,271 | New |
| Bank of New York Mellon Corp | 691,925 | $7.62M | 0.00% | +30,779+4.7% | Added |
| Millennium Management LLC | 666,398 | $7.34M | 0.01% | +493,515+285.5% | Added |
| Wells Fargo & Company | 639,157 | $7.04M | 0.00% | −299,925−31.9% | Reduced |
| Royal Bank of Canada | 629,613 | $6.93M | 0.00% | +79,167+14.4% | Added |
| Goldman Sachs Group Inc | 620,429 | $6.83M | 0.00% | +89,183+16.8% | Added |
| Burleson & Company, LLC | 604,604 | $6.66M | 1.08% | +98,852+19.5% | Added |
| Susquehanna International Group, LLP | 599,025 | $6.59M | 0.01% | +77,737+14.9% | Added |
| Levin Capital Strategies, L.P. | 556,019 | $6.12M | 0.60% | +545,019+4,954.7% | Added |
| Allspring Global Investments Holdings, LLC | 523,054 | $5.76M | 0.01% | +113,644+27.8% | Added |
| Nuveen Asset Management, LLC | 521,553 | $5.60M | 0.00% | −111,618−17.6% | Reduced |
| Erste Asset Management GmbH | 450,000 | $5.02M | 0.10% | +120,000+36.4% | Added |
| Temasek Holdings (Private) Ltd | 412,424 | $4.54M | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 357,289 | $4.04M | 0.03% | +26,402+8.0% | Added |
| Two Sigma Advisers, LP | 366,900 | $4.04M | 0.01% | +354,300+2,811.9% | Added |
| Nicola Wealth Management Ltd. | 360,000 | $3.96M | 0.35% | +165,000+84.6% | Added |
| FMR LLC | 317,498 | $3.50M | 0.00% | +317,498 | New |
| Baird Financial Group, Inc. | 312,571 | $3.44M | 0.01% | +219,100+234.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 300,000 | $3.30M | 0.06% | +300,000 | New |
| Merewether Investment Management, LP | 294,000 | $3.24M | 0.33% | +294,000 | New |
| Citigroup Inc | 292,435 | $3.22M | 0.00% | +198,231+210.4% | Added |
| G2 Investment Partners Management LLC | 271,000 | $2.98M | 0.71% | −201,052−42.6% | Reduced |
| D. E. Shaw & Co., Inc. | 252,319 | $2.78M | 0.00% | +252,319 | New |
| Yaupon Capital Management LP | 250,000 | $2.75M | 1.49% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 238,763 | $2.63M | 0.24% | −35,384−12.9% | Reduced |
| Tiedemann Advisors, LLC | 238,460 | $2.63M | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 217,541 | $2.40M | 0.02% | +28,673+15.2% | Added |
| Bank of America Corp | 208,932 | $2.30M | 0.00% | +145,941+231.7% | Added |
| Squarepoint Ops LLC | 204,055 | $2.25M | 0.02% | +204,055 | New |
| Holocene Advisors, LP | 187,750 | $2.07M | 0.01% | +187,750 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 179,678 | $1.98M | 0.01% | +43,877+32.3% | Added |
| UBS Group AG | 178,527 | $1.97M | 0.00% | −49,939−21.9% | Reduced |
| Parametric Portfolio Associates LLC | 143,151 | $1.58M | 0.00% | +126,161+742.6% | Added |
| Avidian Wealth Solutions, LLC | 141,301 | $1.56M | 0.10% | +14,602+11.5% | Added |
| Jefferies Group LLC | 133,948 | $1.47M | 0.03% | +133,948 | New |
| Mirae Asset Global Investments Co., Ltd. | 131,822 | $1.45M | 0.00% | +131,822 | New |
| Swiss National Bank | 119,500 | $1.32M | 0.00% | +47,400+65.7% | Added |
| Rhumbline Advisers | 112,782 | $1.24M | 0.00% | +9,418+9.1% | Added |
| Cubist Systematic Strategies, LLC | 111,992 | $1.23M | 0.01% | +89,649+401.2% | Added |
| Amundi | 108,588 | $1.15M | 0.00% | +56,482+108.4% | Added |
| Rafferty Asset Management, LLC | 104,283 | $1.15M | 0.01% | −13,745−11.6% | Reduced |
| JPMorgan Chase & Co | 100,429 | $1.11M | 0.00% | −5,907−5.6% | Reduced |
| Magnetar Financial LLC | 100,000 | $1.10M | 0.01% | +20,000+25.0% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $1.10M | 0.00% | +100,000 | New |
| Walleye Capital LLC | 95,361 | $1.05M | 0.03% | +95,361 | New |
| California State Teachers Retirement System | 92,032 | $1.01M | 0.00% | +2,277+2.5% | Added |
| Ulland Investment Advisors, LLC | 89,585 | $986.0K | 0.74% | +22,040+32.6% | Added |
| Group One Trading, L.P. | 85,348 | $940.0K | 0.02% | −15,503−15.4% | Reduced |
| New York State Common Retirement Fund | 81,153 | $893.0K | 0.00% | +9,238+12.8% | Added |
| Agf Investments Inc. | 74,575 | $821.0K | 0.01% | +74,575 | New |
| Strategic Vision Investment Ltd | 74,307 | $818.0K | 2.99% | −102,596−58.0% | Reduced |
| Legal & General Group Plc | 73,624 | $811.0K | 0.00% | +48,247+190.1% | Added |
| Foundations Investment Advisors, LLC | 83,441 | $789.0K | 0.03% | +11,368+15.8% | Added |
| Altrafin AG | 70,423 | $775.4K | 0.30% | +29,432+71.8% | Added |
| Cetera Investment Advisers | 70,128 | $772.0K | 0.01% | +8,050+13.0% | Added |
| Polarity Investment Partners LP | 66,353 | $731.0K | 1.99% | +66,353 | New |
| MetLife Investment Management | 63,307 | $697.0K | 0.00% | +22,573+55.4% | Added |
| Credit Suisse AG | 56,968 | $627.0K | 0.00% | +21,529+60.7% | Added |
| American International Group, Inc. | 56,615 | $623.0K | 0.00% | −3,985−6.6% | Reduced |
| Los Angeles Capital Management LLC | 56,540 | $623.0K | 0.00% | +56,540 | New |
| Commonwealth Equity Services, LLC | 56,339 | $620.0K | 0.00% | −7,030−11.1% | Reduced |
| Seven Eight Capital, LP | 54,336 | $598.0K | 0.08% | −9,140−14.4% | Reduced |
| Liberty One Investment Management, LLC | 52,030 | $573.0K | 0.09% | +5,517+11.9% | Added |
| Advisor Group Holdings, Inc. | 51,273 | $565.0K | 0.00% | +19,172+59.7% | Added |
| Man Group plc | 50,778 | $559.0K | 0.00% | +27,800+121.0% | Added |
| Jump Financial, LLC | 50,456 | $555.0K | 0.02% | +50,456 | New |
| TIG Advisors, LLC | 50,000 | $550.0K | 0.02% | +50,000 | New |
| HighTower Advisors, LLC | 46,988 | $516.0K | 0.00% | +19,000+67.9% | Added |
| Manufacturers Life Insurance Company, The | 43,909 | $483.4K | 0.00% | −9,317−17.5% | Reduced |
| Oppenheimer & Co Inc | 42,425 | $467.0K | 0.01% | +19,983+89.0% | Added |
| Walleye Trading LLC | 41,686 | $459.0K | 0.01% | +41,686 | New |
| Cambridge Investment Research Advisors, Inc. | 40,946 | $451.0K | 0.00% | +3,477+9.3% | Added |
| UBS Asset Management Americas Inc | 40,000 | $440.4K | 0.00% | 00.0% | Unchanged |