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, Q2 2022
Institutional positions in Stem, Inc. as of Jun 30, 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
- 204
- +14 vs. Q1 2022
- Shares held
- 81.6M
- +4.58M (+6.0%) vs. Q1 2022
- Total value
- $584.1M
- −$263.5M (−31.1%) vs. Q1 2022
- New holders
- 44
- 73 more added
- Sold out
- 30
- 56 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,280,371 | $95.1M | 0.00% | +345,406+2.7% | Added |
| BlackRock Inc. | 8,927,503 | $63.9M | 0.00% | +1,743,637+24.3% | Added |
| William Blair Investment Management, LLC | 6,927,911 | $49.6M | 0.18% | −225,102−3.1% | Reduced |
| Electron Capital Partners, LLC | 4,651,662 | $33.3M | 1.86% | +3,557,187+325.0% | Added |
| State Street Corp | 2,745,570 | $19.7M | 0.00% | +390,016+16.6% | Added |
| Citadel Advisors LLC | 2,678,669 | $19.2M | 0.03% | +255,720+10.6% | Added |
| Geode Capital Management, LLC | 2,340,135 | $16.8M | 0.00% | +512,114+28.0% | Added |
| HITE Hedge Asset Management LLC | 2,203,967 | $15.8M | 1.49% | +1,061,164+92.9% | Added |
| Invesco Ltd. | 2,058,797 | $14.7M | 0.00% | −15,652−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,696,687 | $12.1M | 0.03% | +368,575+27.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,436,465 | $10.3M | 0.16% | +58,760+4.3% | Added |
| Renaissance Technologies LLC | 1,391,500 | $9.96M | 0.01% | −1,370,100−49.6% | Reduced |
| Janus Henderson Group PLC | 1,284,628 | $9.20M | 0.01% | −353,998−21.6% | Reduced |
| Northern Trust Corp | 1,252,375 | $8.97M | 0.00% | +210,759+20.2% | Added |
| Van Eck Associates Corp | 1,238,186 | $8.87M | 0.02% | −138,580−10.1% | Reduced |
| Point72 Asset Management, L.P. | 1,061,100 | $7.60M | 0.04% | −872,152−45.1% | Reduced |
| First Trust Advisors LP | 1,060,875 | $7.60M | 0.01% | −11,953−1.1% | Reduced |
| Levin Capital Strategies, L.P. | 1,034,406 | $7.41M | 0.89% | +478,387+86.0% | Added |
| Wellington Management Group LLP | 1,024,887 | $7.34M | 0.00% | +1,024,887 | New |
| Morgan Stanley | 1,000,364 | $7.16M | 0.00% | −65,533−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 979,304 | $7.01M | 0.00% | +52,251+5.6% | Added |
| Alps Advisors Inc | 950,980 | $6.81M | 0.07% | −69,164−6.8% | Reduced |
| Alliancebernstein L.P. | 899,019 | $6.44M | 0.00% | −46,617−4.9% | Reduced |
| Alkeon Capital Management LLC | 766,794 | $5.49M | 0.03% | −13,254−1.7% | Reduced |
| General Electric Co | 729,893 | $5.23M | 0.09% | −365,000−33.3% | Reduced |
| Burleson & Company, LLC | 710,160 | $5.08M | 1.11% | +105,556+17.5% | Added |
| Bank of New York Mellon Corp | 695,001 | $4.98M | 0.00% | +3,076+0.4% | Added |
| Deutsche Bank AG | 655,345 | $4.69M | 0.00% | −106,711−14.0% | Reduced |
| Erste Asset Management GmbH | 666,000 | $4.67M | 0.10% | +216,000+48.0% | Added |
| Barclays PLC | 648,424 | $4.64M | 0.01% | −43,847−6.3% | Reduced |
| Nuveen Asset Management, LLC | 636,441 | $4.56M | 0.00% | +114,888+22.0% | Added |
| Royal Bank of Canada | 628,526 | $4.50M | 0.00% | −1,087−0.2% | Reduced |
| Wells Fargo & Company | 596,845 | $4.27M | 0.00% | −42,312−6.6% | Reduced |
| Goldman Sachs Group Inc | 596,771 | $4.27M | 0.00% | −23,658−3.8% | Reduced |
| Nomura Holdings Inc | 586,744 | $4.19M | 0.02% | +229,455+64.2% | Added |
| Yaupon Capital Management LP | 550,000 | $3.94M | 1.39% | +300,000+120.0% | Added |
| Susquehanna International Group, LLP | 506,529 | $3.63M | 0.01% | −92,496−15.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 505,475 | $3.62M | 0.06% | −484,557−48.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 491,325 | $3.52M | 0.01% | −31,729−6.1% | Reduced |
| Temasek Holdings (Private) Ltd | 412,424 | $2.95M | 0.02% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 360,000 | $2.58M | 0.25% | 00.0% | Unchanged |
| G2 Investment Partners Management LLC | 323,555 | $2.32M | 0.74% | +52,555+19.4% | Added |
| Arosa Capital Management LP | 300,000 | $2.15M | 0.94% | +300,000 | New |
| Merewether Investment Management, LP | 286,500 | $2.05M | 0.27% | −7,500−2.6% | Reduced |
| Baird Financial Group, Inc. | 282,715 | $2.02M | 0.01% | −29,856−9.6% | Reduced |
| Holocene Advisors, LP | 264,903 | $1.90M | 0.01% | +77,153+41.1% | Added |
| JPMorgan Chase & Co | 256,527 | $1.84M | 0.00% | +156,098+155.4% | Added |
| Waratah Capital Advisors Ltd. | 255,991 | $1.83M | 0.10% | +255,991 | New |
| Tiedemann Advisors, LLC | 238,460 | $1.71M | 0.13% | 00.0% | Unchanged |
| Caption Management, LLC | 230,732 | $1.65M | 0.15% | +230,732 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 229,398 | $1.64M | 0.01% | +49,720+27.7% | Added |
| UBS Group AG | 200,416 | $1.44M | 0.00% | +21,889+12.3% | Added |
| Adage Capital Partners GP, L.L.C. | 200,000 | $1.43M | 0.00% | +100,000+100.0% | Added |
| Bank of America Corp | 173,518 | $1.24M | 0.00% | −35,414−17.0% | Reduced |
| Cushing Asset Management, LP | 173,200 | $1.24M | 0.13% | −65,563−27.5% | Reduced |
| Benefit Street Partners LLC | 170,000 | $1.22M | 0.90% | +170,000 | New |
| Walleye Capital LLC | 168,375 | $1.21M | 0.03% | +73,014+76.6% | Added |
| Group One Trading, L.P. | 167,171 | $1.20M | 0.03% | +81,823+95.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 162,904 | $1.17M | 0.00% | +31,082+23.6% | Added |
| Rhumbline Advisers | 162,111 | $1.16M | 0.00% | +49,329+43.7% | Added |
| Jane Street Group, LLC | 155,270 | $1.11M | 0.00% | +141,809+1,053.5% | Added |
| Swiss National Bank | 144,700 | $1.04M | 0.00% | +25,200+21.1% | Added |
| Clear Sky Advisers, LLC | 128,000 | $916.0K | 0.82% | +108,500+556.4% | Added |
| Captrust Financial Advisors | 127,687 | $914.0K | 0.01% | −89,854−41.3% | Reduced |
| California State Teachers Retirement System | 114,682 | $821.0K | 0.00% | +22,650+24.6% | Added |
| TT International Asset Management LTD | 114,776 | $821.0K | 0.07% | +114,776 | New |
| Boothbay Fund Management, LLC | 114,493 | $820.0K | 0.03% | +81,969+252.0% | Added |
| Walleye Trading LLC | 112,156 | $803.0K | 0.02% | +70,470+169.0% | Added |
| UBS Asset Management Americas Inc | 110,657 | $792.3K | 0.00% | +70,657+176.6% | Added |
| New York State Common Retirement Fund | 100,832 | $722.0K | 0.00% | +19,679+24.2% | Added |
| Magnetar Financial LLC | 100,000 | $716.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 99,855 | $715.0K | 0.01% | +75,808+315.2% | Added |
| Cubist Systematic Strategies, LLC | 99,770 | $714.0K | 0.01% | −12,222−10.9% | Reduced |
| LPL Financial LLC | 95,219 | $682.0K | 0.00% | +95,219 | New |
| HSBC Holdings PLC | 95,960 | $676.0K | 0.00% | +95,960 | New |
| Legal & General Group Plc | 92,912 | $666.0K | 0.00% | +19,288+26.2% | Added |
| Ulland Investment Advisors, LLC | 90,230 | $646.0K | 0.66% | +645+0.7% | Added |
| Foundations Investment Advisors, LLC | 77,600 | $589.0K | 0.02% | −5,841−7.0% | Reduced |
| MetLife Investment Management | 76,958 | $551.0K | 0.00% | +13,651+21.6% | Added |
| Ergoteles LLC | 76,272 | $546.0K | 0.02% | +76,272 | New |
| Cetera Investment Advisers | 74,976 | $537.0K | 0.01% | +4,848+6.9% | Added |
| Agf Investments Inc. | 74,575 | $534.0K | 0.00% | 00.0% | Unchanged |
| Strategic Vision Investment Ltd | 74,307 | $532.0K | 1.56% | 00.0% | Unchanged |
| Citigroup Inc | 74,161 | $531.0K | 0.00% | −218,274−74.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,868 | $507.0K | 0.00% | +45,150+175.6% | Added |
| Altrafin AG | 70,119 | $502.1K | 0.27% | −304−0.4% | Reduced |
| American International Group, Inc. | 67,460 | $483.0K | 0.00% | +10,845+19.2% | Added |
| Commonwealth Equity Services, LLC | 58,536 | $419.0K | 0.00% | +2,197+3.9% | Added |
| ETF Managers Group, LLC | 59,820 | $419.0K | 0.01% | +59,820 | New |
| Manufacturers Life Insurance Company, The | 55,825 | $399.7K | 0.00% | +11,916+27.1% | Added |
| Voya Investment Management LLC | 53,931 | $386.0K | 0.00% | +53,931 | New |
| Two Sigma Investments, LP | 53,027 | $380.0K | 0.00% | −776,284−93.6% | Reduced |
| D. E. Shaw & Co., Inc. | 52,379 | $375.0K | 0.00% | −199,940−79.2% | Reduced |
| Cohen & Steers, Inc. | 51,555 | $369.0K | 0.00% | +28,554+124.1% | Added |
| Price T Rowe Associates Inc | 51,050 | $366.0K | 0.00% | +18,875+58.7% | Added |
| Two Sigma Advisers, LP | 48,500 | $347.0K | 0.00% | −318,400−86.8% | Reduced |
| Credit Suisse AG | 47,923 | $344.0K | 0.00% | −9,045−15.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 47,053 | $337.0K | 0.00% | +6,107+14.9% | Added |
| HighTower Advisors, LLC | 44,637 | $318.0K | 0.00% | −2,351−5.0% | Reduced |
| Millennium Management LLC | 44,342 | $317.0K | 0.00% | −622,056−93.3% | Reduced |