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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 36,575 | $403.0K | 0.07% | +8,850+31.9% | Added |
| Advisory Services Network, LLC | 35,393 | $390.0K | 0.01% | +10,283+41.0% | Added |
| Boothbay Fund Management, LLC | 32,524 | $358.0K | 0.01% | +17,164+111.7% | Added |
| Price T Rowe Associates Inc | 32,175 | $354.0K | 0.00% | +11,297+54.1% | Added |
| Clear Harbor Asset Management, LLC | 31,964 | $352.0K | 0.04% | +31,964 | New |
| J.W. Cole Advisors, Inc. | 31,050 | $342.0K | 0.02% | +19,750+174.8% | Added |
| 360 Financial, Inc. | 27,903 | $339.0K | 0.16% | +27,903 | New |
| Leeward Financial Partners, LLC | 29,363 | $323.0K | 0.20% | +29,363 | New |
| Raymond James Financial Services Advisors, Inc. | 25,718 | $283.0K | 0.00% | +25,718 | New |
| Raymond James & Associates | 24,896 | $274.0K | 0.00% | +13,503+118.5% | Added |
| SG Americas Securities, LLC | 24,047 | $265.0K | 0.00% | +24,047 | New |
| AQR Capital Management LLC | 23,529 | $259.0K | 0.00% | +23,529 | New |
| Cohen & Steers, Inc. | 23,001 | $253.0K | 0.00% | +10,001+76.9% | Added |
| Tortoise Investment Management, LLC | 22,843 | $252.0K | 0.05% | −10,000−30.4% | Reduced |
| Atria Wealth Solutions, Inc. | 22,643 | $249.0K | 0.00% | +22,643 | New |
| ProShare Advisors LLC | 21,381 | $235.0K | 0.00% | −3,534−14.2% | Reduced |
| The PNC Financial Services Group, Inc. | 21,177 | $232.0K | 0.00% | +15,027+244.3% | Added |
| Principal Financial Group Inc | 20,874 | $230.0K | 0.00% | +1,485+7.7% | Added |
| swisspartners Ltd. | 20,000 | $220.0K | 0.17% | 00.0% | Unchanged |
| Clear Sky Advisers, LLC | 19,500 | $215.0K | 1.17% | +19,500 | New |
| Mariner, LLC | 19,348 | $213.0K | 0.00% | +6,522+50.8% | Added |
| Emfo, LLC | 19,140 | $211.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| 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 |
| Vident Investment Advisory, LLC | 18,506 | $204.0K | 0.01% | +80.0% | Added |
| Icapital Wealth LLC | 19,194 | $203.8K | 0.08% | −3,615−15.8% | Reduced |
| D.A. Davidson & Co. | 17,300 | $190.0K | 0.00% | +17,300 | New |
| Blair William & Co | 16,026 | $176.0K | 0.00% | −1,017−6.0% | Reduced |
| Hall Private Wealth Advisors | 14,975 | $165.0K | 0.09% | +3,860+34.7% | Added |
| Schonfeld Strategic Advisors LLC | 14,300 | $157.0K | 0.00% | −974,900−98.6% | 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 |
| Jane Street Group, LLC | 13,461 | $148.0K | 0.00% | −295,363−95.6% | Reduced |
| 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 |
| Flputnam Investment Management Co | 13,163 | $145.0K | 0.00% | +13,163 | New |
| Deuterium Capital Management, LLC | 12,000 | $132.0K | 0.17% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 11,313 | $125.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,253 | $113.0K | 0.00% | +10,253 | New |
| Wealthspire Advisors, LLC | 10,082 | $111.0K | 0.00% | +10,082 | New |
| National Bank of Canada | 9,670 | $106.0K | 0.00% | +3,500+56.7% | Added |
| Ameritas Investment Partners, Inc. | 8,813 | $97.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 7,660 | $84.0K | 0.00% | +834+12.2% | Added |
| Metropolitan Life Insurance Co | 7,601 | $83.7K | 0.00% | −22,573−74.8% | Reduced |
| Daiwa Securities Group Inc. | 6,817 | $75.0K | 0.00% | +2,140+45.8% | Added |
| Penserra Capital Management LLC | 6,435 | $70.0K | 0.00% | −614−8.7% | Reduced |
| Cutler Group LP | 6,324 | $69.0K | 0.01% | +4,147+190.5% | Added |
| Point72 Hong Kong Ltd | 6,052 | $67.0K | 0.01% | +6,052 | New |
| Newbridge Financial Services Group, Inc. | 4,030 | $44.0K | 0.02% | −1,615−28.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,053 | $34.0K | 0.02% | +1,194+64.2% | Added |
| Itau Unibanco Holding S.A. | 2,546 | $28.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,000 | $22.0K | 0.00% | +2,000 | New |
| Federation des caisses Desjardins du Quebec | 1,985 | $21.9K | 0.00% | +700+54.5% | Added |
| Nisa Investment Advisors, LLC | 1,590 | $18.0K | 0.00% | +600+60.6% | Added |
| 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 |
| US Bancorp | 1,400 | $15.0K | 0.00% | −600−30.0% | Reduced |
| AGF Investments LLC | 1,407 | $15.0K | 0.00% | +1,407 | New |
| BDO Wealth Advisors, LLC | 950 | $10.0K | 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 |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $8.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 598 | $7.00K | 0.00% | +598 | New |
| Optimum Investment Advisors | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 516 | $5.68K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $5.50K | 0.00% | +500 | New |
| First Manhattan Co | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 489 | $5.00K | 0.00% | +489 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |