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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 2 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q1 2022 vs. Q4 2021

How the institutions holding Stem, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of STEM: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2073192−12
Shares77.3M39.8K77.1M−77.0K (−0.1%)
Value$1.46B$755.0K$849.4M−$614.0M (−42.0%)

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Stem, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to STEM in Q1 2022
InstitutionSharesValue% of portfolio
Renaissance Technologies LLC2,761,600$30.4M0.04%
Two Sigma Investments, LP829,311$9.13M0.03%
Barclays PLC692,271$7.62M0.01%
FMR LLC317,498$3.50M0.00%
Soros Fund Management LLCSuperinvestorSoros Fund Management300,000$3.30M0.06%
Merewether Investment Management, LP294,000$3.24M0.33%
D. E. Shaw & Co., Inc.252,319$2.78M0.00%
Squarepoint Ops LLC204,055$2.25M0.02%
Holocene Advisors, LP187,750$2.07M0.01%
Jefferies Group LLC133,948$1.47M0.03%
Mirae Asset Global Investments Co., Ltd.131,822$1.45M0.00%
Adage Capital Partners GP, L.L.C.100,000$1.10M0.00%
Walleye Capital LLC95,361$1.05M0.03%
Agf Investments Inc.74,575$821.0K0.01%
Polarity Investment Partners LP66,353$731.0K1.99%
Los Angeles Capital Management LLC56,540$623.0K0.00%
Jump Financial, LLC50,456$555.0K0.02%
TIG Advisors, LLC50,000$550.0K0.02%
Walleye Trading LLC41,686$459.0K0.01%
Clear Harbor Asset Management, LLC31,964$352.0K0.04%
360 Financial, Inc.27,903$339.0K0.16%
Leeward Financial Partners, LLC29,363$323.0K0.20%
Raymond James Financial Services Advisors, Inc.25,718$283.0K0.00%
SG Americas Securities, LLC24,047$265.0K0.00%
AQR Capital Management LLC23,529$259.0K0.00%
Atria Wealth Solutions, Inc.22,643$249.0K0.00%
Clear Sky Advisers, LLC19,500$215.0K1.17%
SCP Investment, LP18,800$207.0K0.09%
Amalgamated Financial Corp.18,595$205.0K0.00%
D.A. Davidson & Co.17,300$190.0K0.00%
Arizona State Retirement System13,670$151.0K0.00%
Flputnam Investment Management Co13,163$145.0K0.00%
Teacher Retirement System of Texas10,253$113.0K0.00%
Wealthspire Advisors, LLC10,082$111.0K0.00%
Point72 Hong Kong Ltd6,052$67.0K0.01%
Trustcore Financial Services, LLC2,000$22.0K0.00%
AGF Investments LLC1,407$15.0K0.00%
Allworth Financial LP844$9.00K0.00%
Elequin Capital LP598$7.00K0.00%
Atlas Capital Advisors LLC500$5.50K0.00%
Money Concepts Capital Corp489$5.00K0.00%
Prospera Financial Services Inc300$3.00K0.00%
Tradewinds Capital Management, LLC250$3.00K0.00%
Geneos Wealth Management Inc.290$3.00K0.00%
Retirement Group, LLC162$2.00K0.00%

Sold out (57)

Institutions that held Stem, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of STEM in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Ontario Teachers Pension Plan Board5,130,271$97.3M
Senator Investment Group LP1,450,000$27.5M
Zimmer Partners, LP950,000$18.0M
Encompass Capital Advisors LLC800,000$15.2M
Marshall Wace, LLP523,447$9.93M
Moore Capital Management, LP415,999$7.89M
Salient Capital Advisors, LLC405,574$7.69M
UBS Oconnor LLC356,930$6.77M
ExodusPoint Capital Management, LP339,875$6.45M
Ardsley Advisory Partners LP201,500$3.81M
Scopus Asset Management, L.P.190,000$3.60M
Industrial Alliance Investment Management Inc.177,577$3.37M
Benefit Street Partners LLC170,000$3.23M
Zweig-DiMenna Associates LLC169,500$3.21M
Prescott Group Capital Management, L.L.C.154,000$2.92M
1832 Asset Management L.P.122,906$2.41M
Carlson Capital L P94,814$1.80M
LPL Financial LLC85,755$1.63M
Wolverine Trading, LLC80,810$1.57M
Paloma Partners Management Co80,900$1.53M
Waratah Capital Advisors Ltd.56,802$1.08M
Aigen Investment Management, LP52,144$998.0K
Voya Investment Management LLC44,160$838.0K
Luminus Management LLC33,000$626.0K
STRS Ohio26,500$502.0K
Malaga Cove Capital, LLC25,182$478.0K
Cinctive Capital Management LP20,811$395.0K
Gsa Capital Partners LLP20,389$387.0K
Advisors Asset Management, Inc.19,442$368.8K
Capital Fund Management S.A.17,596$333.8K
IHT Wealth Management, LLC15,330$291.0K
L & S Advisors Inc15,000$285.0K
Sigma Planning Corp14,614$277.0K
Gladstone Institutional Advisory LLC12,725$241.0K
Harel Insurance Investments & Financial Services Ltd.12,000$232.0K
XTX Topco Ltd10,077$191.0K
Natixis10,000$190.0K
Zurcher Kantonalbank (Zurich Cantonalbank)7,385$140.0K
Kepos Capital LP3,900$74.0K
CWM, LLC1,070$20.0K
CoreCap Advisors, LLC910$17.0K
TD Waterhouse Canada Inc.800$15.0K
Steward Partners Investment Advisory, LLC585$11.0K
AlphaMark Advisors, LLC500$9.00K
Federated Hermes, Inc.421$8.00K
First Horizon Advisors, Inc.404$7.00K
Sandy Spring Bank300$6.00K
Mascoma Wealth Management LLC199$4.00K
Total Clarity Wealth Management, Inc.165$3.00K
Glen Eagle Advisors, LLC60$1.14K
Assetmark, Inc46$1.00K
Westside Investment Management, Inc.100$1.00K
TAP Consulting, LLC50$1.00K
Missouri Trust & Investment Co55$1.00K
Bivin & Associates, Inc.50$1.00K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC25$0
Eukles Asset Management1$0

Not filed for Q1 2022 yet (3)

Institutions that held Stem, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
LNZ Capital LP34,073$646.0K
NEXT Financial Group, Inc5,545$105.0K
Harbour Investments, Inc.200$4.00K