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 | $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, 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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $0 | 0.00% | +20+100.0% | Added |
| TCI Wealth Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $0 | 0.00% | +2+8.7% | Added |
| Albion Financial Group | 135 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 134 | $1.00K | 0.00% | +34+34.0% | Added |
| Toth Financial Advisory Corp | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $2.00K | 0.00% | −100−33.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 162 | $2.00K | 0.00% | +162 | New |
| Dividend Assets Capital, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 237 | $3.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 300 | $3.00K | 0.00% | +300 | New |
| Tradewinds Capital Management, LLC | 250 | $3.00K | 0.00% | +250 | New |
| Geneos Wealth Management Inc. | 290 | $3.00K | 0.00% | +290 | New |
| First Manhattan Co | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 489 | $5.00K | 0.00% | +489 | New |
| Atlas Capital Advisors LLC | 500 | $5.50K | 0.00% | +500 | New |
| American Portfolios Advisors | 516 | $5.68K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 598 | $7.00K | 0.00% | +598 | New |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 785 | $9.00K | 0.00% | +285+57.0% | Added |
| Allworth Financial LP | 844 | $9.00K | 0.00% | +844 | New |
| BDO Wealth Advisors, LLC | 950 | $10.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,400 | $15.0K | 0.00% | −600−30.0% | Reduced |
| AGF Investments LLC | 1,407 | $15.0K | 0.00% | +1,407 | New |
| Simplex Trading, LLC | 1,514 | $16.0K | 0.00% | −2,348−60.8% | Reduced |
| Clearstead Advisors, LLC | 1,425 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,590 | $18.0K | 0.00% | +600+60.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,985 | $21.9K | 0.00% | +700+54.5% | Added |
| Trustcore Financial Services, LLC | 2,000 | $22.0K | 0.00% | +2,000 | New |
| Itau Unibanco Holding S.A. | 2,546 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,053 | $34.0K | 0.02% | +1,194+64.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,030 | $44.0K | 0.02% | −1,615−28.6% | Reduced |
| Point72 Hong Kong Ltd | 6,052 | $67.0K | 0.01% | +6,052 | New |
| Cutler Group LP | 6,324 | $69.0K | 0.01% | +4,147+190.5% | Added |
| Penserra Capital Management LLC | 6,435 | $70.0K | 0.00% | −614−8.7% | Reduced |
| Daiwa Securities Group Inc. | 6,817 | $75.0K | 0.00% | +2,140+45.8% | Added |
| Metropolitan Life Insurance Co | 7,601 | $83.7K | 0.00% | −22,573−74.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,660 | $84.0K | 0.00% | +834+12.2% | Added |
| CKW Financial Group | 8,389 | $95.0K | 0.01% | 00.0% | Unchanged |
| Exos Asset Management LLC | 8,617 | $95.0K | 0.04% | +403+4.9% | Added |
| Rockefeller Capital Management L.P. | 8,686 | $95.0K | 0.00% | +3,500+67.5% | Added |
| Ameritas Investment Partners, Inc. | 8,813 | $97.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 9,670 | $106.0K | 0.00% | +3,500+56.7% | Added |
| Wealthspire Advisors, LLC | 10,082 | $111.0K | 0.00% | +10,082 | New |
| Teacher Retirement System of Texas | 10,253 | $113.0K | 0.00% | +10,253 | New |
| Polar Capital Holdings Plc | 11,313 | $125.0K | 0.00% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 12,000 | $132.0K | 0.17% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 13,163 | $145.0K | 0.00% | +13,163 | New |
| Ameriprise Financial Inc | 13,240 | $146.0K | 0.00% | −1,079−7.5% | Reduced |
| Envestnet Asset Management Inc | 13,221 | $146.0K | 0.00% | −66−0.5% | Reduced |
| Jane Street Group, LLC | 13,461 | $148.0K | 0.00% | −295,363−95.6% | Reduced |
| National Asset Management, Inc. | 13,626 | $151.0K | 0.00% | −490−3.5% | Reduced |
| Arizona State Retirement System | 13,670 | $151.0K | 0.00% | +13,670 | New |
| Schonfeld Strategic Advisors LLC | 14,300 | $157.0K | 0.00% | −974,900−98.6% | Reduced |
| Hall Private Wealth Advisors | 14,975 | $165.0K | 0.09% | +3,860+34.7% | Added |
| Blair William & Co | 16,026 | $176.0K | 0.00% | −1,017−6.0% | Reduced |
| D.A. Davidson & Co. | 17,300 | $190.0K | 0.00% | +17,300 | New |
| Icapital Wealth LLC | 19,194 | $203.8K | 0.08% | −3,615−15.8% | Reduced |
| Vident Investment Advisory, LLC | 18,506 | $204.0K | 0.01% | +80.0% | Added |
| Amalgamated Bank | 18,595 | $205.0K | 0.00% | −1,480−7.4% | Reduced |
| Amalgamated Financial Corp. | 18,595 | $205.0K | 0.00% | +18,595 | New |
| IFP Advisors, Inc | 7,600 | $207.0K | 0.00% | +3,700+94.9% | Added |
| SCP Investment, LP | 18,800 | $207.0K | 0.09% | +18,800 | New |
| Emfo, LLC | 19,140 | $211.0K | 0.19% | 00.0% | Unchanged |
| Mariner, LLC | 19,348 | $213.0K | 0.00% | +6,522+50.8% | Added |
| Clear Sky Advisers, LLC | 19,500 | $215.0K | 1.17% | +19,500 | New |
| swisspartners Ltd. | 20,000 | $220.0K | 0.17% | 00.0% | Unchanged |
| Principal Financial Group Inc | 20,874 | $230.0K | 0.00% | +1,485+7.7% | Added |
| The PNC Financial Services Group, Inc. | 21,177 | $232.0K | 0.00% | +15,027+244.3% | Added |
| ProShare Advisors LLC | 21,381 | $235.0K | 0.00% | −3,534−14.2% | Reduced |
| Atria Wealth Solutions, Inc. | 22,643 | $249.0K | 0.00% | +22,643 | New |
| Tortoise Investment Management, LLC | 22,843 | $252.0K | 0.05% | −10,000−30.4% | Reduced |
| Cohen & Steers, Inc. | 23,001 | $253.0K | 0.00% | +10,001+76.9% | Added |
| AQR Capital Management LLC | 23,529 | $259.0K | 0.00% | +23,529 | New |
| SG Americas Securities, LLC | 24,047 | $265.0K | 0.00% | +24,047 | New |
| Raymond James & Associates | 24,896 | $274.0K | 0.00% | +13,503+118.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,718 | $283.0K | 0.00% | +25,718 | New |
| Leeward Financial Partners, LLC | 29,363 | $323.0K | 0.20% | +29,363 | New |
| 360 Financial, Inc. | 27,903 | $339.0K | 0.16% | +27,903 | New |
| J.W. Cole Advisors, Inc. | 31,050 | $342.0K | 0.02% | +19,750+174.8% | Added |
| Clear Harbor Asset Management, LLC | 31,964 | $352.0K | 0.04% | +31,964 | New |
| Price T Rowe Associates Inc | 32,175 | $354.0K | 0.00% | +11,297+54.1% | Added |
| Boothbay Fund Management, LLC | 32,524 | $358.0K | 0.01% | +17,164+111.7% | Added |
| Advisory Services Network, LLC | 35,393 | $390.0K | 0.01% | +10,283+41.0% | Added |
| International Assets Investment Management, LLC | 36,575 | $403.0K | 0.07% | +8,850+31.9% | Added |
| UBS Asset Management Americas Inc | 40,000 | $440.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 40,946 | $451.0K | 0.00% | +3,477+9.3% | Added |
| Walleye Trading LLC | 41,686 | $459.0K | 0.01% | +41,686 | New |
| Oppenheimer & Co Inc | 42,425 | $467.0K | 0.01% | +19,983+89.0% | Added |
| Manufacturers Life Insurance Company, The | 43,909 | $483.4K | 0.00% | −9,317−17.5% | Reduced |
| HighTower Advisors, LLC | 46,988 | $516.0K | 0.00% | +19,000+67.9% | Added |
| TIG Advisors, LLC | 50,000 | $550.0K | 0.02% | +50,000 | New |
| Jump Financial, LLC | 50,456 | $555.0K | 0.02% | +50,456 | New |