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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −339,875−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −201,500−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −177,577−100.0% | Sold out |
| Benefit Street Partners LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −169,500−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −154,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −122,906−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −94,814−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −85,755−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −80,810−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −80,900−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −56,802−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −52,144−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −44,160−100.0% | Sold out |
| Luminus Management LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −25,182−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −20,811−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,389−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −19,442−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −17,596−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −15,330−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −14,614−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −12,725−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Bivin & Associates, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Eukles Asset Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| LNZ Capital LP | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |