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 6 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 |
|---|---|---|---|---|---|
| Man Group plc | 50,778 | $559.0K | 0.00% | +27,800+121.0% | Added |
| Advisor Group Holdings, Inc. | 51,273 | $565.0K | 0.00% | +19,172+59.7% | Added |
| Liberty One Investment Management, LLC | 52,030 | $573.0K | 0.09% | +5,517+11.9% | Added |
| Seven Eight Capital, LP | 54,336 | $598.0K | 0.08% | −9,140−14.4% | Reduced |
| Commonwealth Equity Services, LLC | 56,339 | $620.0K | 0.00% | −7,030−11.1% | Reduced |
| 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 |
| Credit Suisse AG | 56,968 | $627.0K | 0.00% | +21,529+60.7% | Added |
| MetLife Investment Management | 63,307 | $697.0K | 0.00% | +22,573+55.4% | Added |
| Polarity Investment Partners LP | 66,353 | $731.0K | 1.99% | +66,353 | New |
| Cetera Investment Advisers | 70,128 | $772.0K | 0.01% | +8,050+13.0% | Added |
| Altrafin AG | 70,423 | $775.4K | 0.30% | +29,432+71.8% | Added |
| Foundations Investment Advisors, LLC | 83,441 | $789.0K | 0.03% | +11,368+15.8% | Added |
| Legal & General Group Plc | 73,624 | $811.0K | 0.00% | +48,247+190.1% | Added |
| Strategic Vision Investment Ltd | 74,307 | $818.0K | 2.99% | −102,596−58.0% | Reduced |
| Agf Investments Inc. | 74,575 | $821.0K | 0.01% | +74,575 | New |
| New York State Common Retirement Fund | 81,153 | $893.0K | 0.00% | +9,238+12.8% | Added |
| Group One Trading, L.P. | 85,348 | $940.0K | 0.02% | −15,503−15.4% | Reduced |
| Ulland Investment Advisors, LLC | 89,585 | $986.0K | 0.74% | +22,040+32.6% | Added |
| California State Teachers Retirement System | 92,032 | $1.01M | 0.00% | +2,277+2.5% | Added |
| Walleye Capital LLC | 95,361 | $1.05M | 0.03% | +95,361 | New |
| 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 |
| JPMorgan Chase & Co | 100,429 | $1.11M | 0.00% | −5,907−5.6% | Reduced |
| Rafferty Asset Management, LLC | 104,283 | $1.15M | 0.01% | −13,745−11.6% | Reduced |
| Amundi | 108,588 | $1.15M | 0.00% | +56,482+108.4% | Added |
| Cubist Systematic Strategies, LLC | 111,992 | $1.23M | 0.01% | +89,649+401.2% | Added |
| Rhumbline Advisers | 112,782 | $1.24M | 0.00% | +9,418+9.1% | Added |
| Swiss National Bank | 119,500 | $1.32M | 0.00% | +47,400+65.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 131,822 | $1.45M | 0.00% | +131,822 | New |
| Jefferies Group LLC | 133,948 | $1.47M | 0.03% | +133,948 | New |
| Avidian Wealth Solutions, LLC | 141,301 | $1.56M | 0.10% | +14,602+11.5% | Added |
| Parametric Portfolio Associates LLC | 143,151 | $1.58M | 0.00% | +126,161+742.6% | Added |
| UBS Group AG | 178,527 | $1.97M | 0.00% | −49,939−21.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 179,678 | $1.98M | 0.01% | +43,877+32.3% | Added |
| Holocene Advisors, LP | 187,750 | $2.07M | 0.01% | +187,750 | New |
| Squarepoint Ops LLC | 204,055 | $2.25M | 0.02% | +204,055 | New |
| Bank of America Corp | 208,932 | $2.30M | 0.00% | +145,941+231.7% | Added |
| Captrust Financial Advisors | 217,541 | $2.40M | 0.02% | +28,673+15.2% | Added |
| Tiedemann Advisors, LLC | 238,460 | $2.63M | 0.13% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 238,763 | $2.63M | 0.24% | −35,384−12.9% | Reduced |
| Yaupon Capital Management LP | 250,000 | $2.75M | 1.49% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 252,319 | $2.78M | 0.00% | +252,319 | New |
| G2 Investment Partners Management LLC | 271,000 | $2.98M | 0.71% | −201,052−42.6% | Reduced |
| Citigroup Inc | 292,435 | $3.22M | 0.00% | +198,231+210.4% | Added |
| Merewether Investment Management, LP | 294,000 | $3.24M | 0.33% | +294,000 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 300,000 | $3.30M | 0.06% | +300,000 | New |
| Baird Financial Group, Inc. | 312,571 | $3.44M | 0.01% | +219,100+234.4% | Added |
| FMR LLC | 317,498 | $3.50M | 0.00% | +317,498 | New |
| Nicola Wealth Management Ltd. | 360,000 | $3.96M | 0.35% | +165,000+84.6% | Added |
| 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 |
| Temasek Holdings (Private) Ltd | 412,424 | $4.54M | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 450,000 | $5.02M | 0.10% | +120,000+36.4% | Added |
| Nuveen Asset Management, LLC | 521,553 | $5.60M | 0.00% | −111,618−17.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 523,054 | $5.76M | 0.01% | +113,644+27.8% | Added |
| Levin Capital Strategies, L.P. | 556,019 | $6.12M | 0.60% | +545,019+4,954.7% | Added |
| Susquehanna International Group, LLP | 599,025 | $6.59M | 0.01% | +77,737+14.9% | Added |
| Burleson & Company, LLC | 604,604 | $6.66M | 1.08% | +98,852+19.5% | Added |
| Goldman Sachs Group Inc | 620,429 | $6.83M | 0.00% | +89,183+16.8% | Added |
| Royal Bank of Canada | 629,613 | $6.93M | 0.00% | +79,167+14.4% | Added |
| Wells Fargo & Company | 639,157 | $7.04M | 0.00% | −299,925−31.9% | Reduced |
| Millennium Management LLC | 666,398 | $7.34M | 0.01% | +493,515+285.5% | Added |
| Bank of New York Mellon Corp | 691,925 | $7.62M | 0.00% | +30,779+4.7% | Added |
| Barclays PLC | 692,271 | $7.62M | 0.01% | +692,271 | New |
| Deutsche Bank AG | 762,056 | $8.39M | 0.00% | −3,513−0.5% | Reduced |
| Alkeon Capital Management LLC | 780,048 | $8.59M | 0.04% | −19,952−2.5% | Reduced |
| Two Sigma Investments, LP | 829,311 | $9.13M | 0.03% | +829,311 | New |
| Charles Schwab Investment Management Inc | 927,053 | $10.2M | 0.00% | +64,042+7.4% | Added |
| Alliancebernstein L.P. | 945,636 | $10.4M | 0.00% | +813,476+615.5% | Added |
| Gilder Gagnon Howe & Co LLC | 990,032 | $10.9M | 0.10% | −116,750−10.5% | Reduced |
| Alps Advisors Inc | 1,020,144 | $11.2M | 0.12% | −256,866−20.1% | Reduced |
| Northern Trust Corp | 1,041,616 | $11.5M | 0.00% | −24,454−2.3% | Reduced |
| Morgan Stanley | 1,065,897 | $11.7M | 0.00% | −320,268−23.1% | Reduced |
| First Trust Advisors LP | 1,072,828 | $11.8M | 0.01% | −162,361−13.1% | Reduced |
| Electron Capital Partners, LLC | 1,094,475 | $12.1M | 0.55% | −154,325−12.4% | Reduced |
| General Electric Co | 1,094,893 | $12.1M | 0.12% | −340,000−23.7% | Reduced |
| HITE Hedge Asset Management LLC | 1,142,803 | $12.6M | 1.22% | +441,408+62.9% | Added |
| SIR Capital Management, L.P. | 1,188,499 | $13.1M | 2.30% | +106,032+9.8% | Added |
| CIBC Private Wealth Group, LLC | 1,328,112 | $14.6M | 0.03% | +1,317,158+12,024.4% | Added |
| Van Eck Associates Corp | 1,376,766 | $15.2M | 0.03% | −145,060−9.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,377,705 | $15.2M | 0.20% | +832,787+152.8% | Added |
| Janus Henderson Group PLC | 1,638,626 | $18.0M | 0.01% | −68,509−4.0% | Reduced |
| Geode Capital Management, LLC | 1,828,021 | $20.1M | 0.00% | −172,190−8.6% | Reduced |
| Point72 Asset Management, L.P. | 1,933,252 | $21.3M | 0.09% | +1,059,252+121.2% | Added |
| Invesco Ltd. | 2,074,449 | $22.8M | 0.01% | −1,553,653−42.8% | Reduced |
| State Street Corp | 2,355,554 | $25.9M | 0.00% | +173,010+7.9% | Added |
| Citadel Advisors LLC | 2,422,949 | $26.7M | 0.03% | −154,996−6.0% | Reduced |
| Renaissance Technologies LLC | 2,761,600 | $30.4M | 0.04% | +2,761,600 | New |
| William Blair Investment Management, LLC | 7,153,013 | $78.8M | 0.24% | +1,549,489+27.7% | Added |
| BlackRock Inc. | 7,183,866 | $79.1M | 0.00% | +157,590+2.2% | Added |
| Vanguard Group Inc | 12,934,965 | $142.4M | 0.00% | +848,277+7.0% | Added |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,130,271−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −1,450,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −950,000−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −523,447−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −415,999−100.0% | Sold out |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −405,574−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −356,930−100.0% | Sold out |