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
- 81.3M
- +4.29M (+5.6%) vs. Q1 2022
- Total value
- $581.9M
- −$265.7M (−31.3%) vs. Q1 2022
- New holders
- 44
- 72 more added
- Sold out
- 30
- 57 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 | $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, 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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $0 | 0.00% | −6−24.0% | Reduced |
| Assetmark, Inc | 14 | $0 | 0.00% | +14 | New |
| Eukles Asset Management | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 16 | $0 | 0.00% | +16 | New |
| Parallel Advisors, LLC | 39 | $0 | 0.00% | +39 | New |
| Versant Capital Management, Inc | 33 | $0 | 0.00% | +33 | New |
| American Portfolios Advisors | 116 | $831 | 0.00% | −400−77.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 162 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $1.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 126 | $1.00K | 0.00% | +126 | New |
| Missouri Trust & Investment Co | 55 | $1.00K | 0.00% | +55 | New |
| City Holding Co | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 237 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 349 | $2.00K | 0.00% | +349 | New |
| PSI Advisors, LLC | 300 | $2.00K | 0.00% | +300 | New |
| TCI Wealth Advisors, Inc. | 439 | $3.00K | 0.00% | +431+5,387.5% | Added |
| HM Payson & Co | 500 | $4.00K | 0.00% | −285−36.3% | Reduced |
| Optimum Investment Advisors | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 600 | $4.00K | 0.00% | +600 | New |
| Mascoma Wealth Management LLC | 620 | $4.00K | 0.00% | +620 | New |
| Migdal Insurance & Financial Holdings Ltd. | 700 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 673 | $5.00K | 0.00% | +673 | New |
| First Horizon Advisors, Inc. | 781 | $5.00K | 0.00% | +781 | New |
| Capital Analysts, LLC | 760 | $5.00K | 0.00% | +760 | New |
| Allworth Financial LP | 815 | $6.00K | 0.00% | −29−3.4% | Reduced |
| Elequin Capital LP | 885 | $6.00K | 0.00% | +287+48.0% | Added |
| CoreCap Advisors, LLC | 810 | $6.00K | 0.00% | +810 | New |
| BDO Wealth Advisors, LLC | 950 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 990 | $7.00K | 0.00% | +700+241.4% | Added |
| Quadrant Capital Group LLC | 940 | $7.00K | 0.00% | +806+601.5% | Added |
| Prentice Wealth Management LLC | 1,129 | $8.00K | 0.01% | +1,129 | New |
| US Bancorp | 1,400 | $10.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 1,407 | $10.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,474 | $11.0K | 0.00% | +985+201.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,665 | $11.9K | 0.00% | −320−16.1% | Reduced |
| Byrne Asset Management LLC | 1,667 | $12.0K | 0.01% | +1,527+1,090.7% | Added |
| CWM, LLC | 2,491 | $18.0K | 0.00% | +2,491 | New |
| Trustcore Financial Services, LLC | 3,000 | $21.0K | 0.00% | +1,000+50.0% | Added |
| Prospera Financial Services Inc | 3,200 | $23.0K | 0.00% | +2,900+966.7% | Added |
| FMR LLC | 3,450 | $24.0K | 0.00% | −314,048−98.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,327 | $38.0K | 0.02% | +1,297+32.2% | Added |
| Nisa Investment Advisors, LLC | 5,283 | $38.0K | 0.00% | +3,693+232.3% | Added |
| Rockefeller Capital Management L.P. | 5,741 | $41.0K | 0.00% | −2,945−33.9% | Reduced |
| Penserra Capital Management LLC | 7,060 | $50.0K | 0.00% | +625+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,385 | $53.0K | 0.00% | +7,385 | New |
| CKW Financial Group | 8,389 | $60.0K | 0.01% | 00.0% | Unchanged |
| Exos Asset Management LLC | 8,617 | $62.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 8,820 | $63.0K | 0.00% | −850−8.8% | Reduced |
| Metropolitan Life Insurance Co | 8,932 | $64.0K | 0.00% | +1,331+17.5% | Added |
| Wealthspire Advisors, LLC | 10,082 | $72.0K | 0.00% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 10,250 | $73.0K | 0.00% | −1,063−9.4% | Reduced |
| Trexquant Investment LP | 10,154 | $73.0K | 0.00% | +10,154 | New |
| Janney Montgomery Scott LLC | 10,002 | $76.0K | 0.00% | +10,002 | New |
| Ameritas Investment Partners, Inc. | 10,809 | $77.0K | 0.00% | +1,996+22.6% | Added |
| Cutler Group LP | 11,618 | $83.0K | 0.01% | +5,294+83.7% | Added |
| MML Investors Services, LLC | 11,609 | $83.0K | 0.00% | +11,609 | New |
| Deuterium Capital Management, LLC | 12,000 | $86.0K | 0.33% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,486 | $89.0K | 0.00% | −10,157−44.9% | Reduced |
| Flputnam Investment Management Co | 13,163 | $94.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 14,287 | $102.0K | 0.00% | −1,739−10.9% | Reduced |
| State of Wisconsin Investment Board | 14,805 | $106.0K | 0.00% | +14,805 | New |
| Hall Private Wealth Advisors | 14,975 | $107.0K | 0.06% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15,000 | $107.0K | 0.06% | +15,000 | New |
| Parametrica Management Ltd | 15,764 | $112.0K | 0.12% | +15,764 | New |
| ProShare Advisors LLC | 16,192 | $116.0K | 0.00% | −5,189−24.3% | Reduced |
| Arizona State Retirement System | 16,633 | $119.0K | 0.00% | +2,963+21.7% | Added |
| D.A. Davidson & Co. | 17,300 | $124.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,576 | $126.0K | 0.01% | +3,950+29.0% | Added |
| Tower Research Capital LLC (TRC) | 17,944 | $128.0K | 0.00% | +10,284+134.3% | Added |
| Vident Investment Advisory, LLC | 18,875 | $134.0K | 0.00% | +369+2.0% | Added |
| Icapital Wealth LLC | 19,194 | $137.0K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,455 | $139.0K | 0.01% | +19,455 | New |
| swisspartners Ltd. | 20,000 | $148.0K | 0.14% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 21,435 | $153.0K | 0.00% | −35,105−62.1% | Reduced |
| Principal Financial Group Inc | 21,593 | $155.0K | 0.00% | +719+3.4% | Added |
| State Board of Administration of Florida Retirement System | 21,660 | $155.0K | 0.00% | +21,660 | New |
| The PNC Financial Services Group, Inc. | 21,900 | $157.0K | 0.00% | +723+3.4% | Added |
| Amalgamated Bank | 22,522 | $161.0K | 0.00% | +3,927+21.1% | Added |
| Tortoise Investment Management, LLC | 22,843 | $164.0K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 23,699 | $170.0K | 0.00% | +23,699 | New |
| Raymond James & Associates | 24,296 | $174.0K | 0.00% | −600−2.4% | Reduced |
| XTX Topco Ltd | 26,471 | $190.0K | 0.08% | +26,471 | New |
| 360 Financial, Inc. | 22,503 | $195.0K | 0.12% | −5,400−19.4% | Reduced |
| Wolverine Trading, LLC | 29,442 | $206.0K | 0.01% | +29,442 | New |
| Emfo, LLC | 19,140 | $209.0K | 0.21% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 29,839 | $214.0K | 0.03% | −2,125−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 30,148 | $217.0K | 0.00% | −21,125−41.2% | Reduced |
| J.W. Cole Advisors, Inc. | 32,150 | $230.0K | 0.02% | +1,100+3.5% | Added |
| Squarepoint Ops LLC | 32,295 | $231.0K | 0.00% | −171,760−84.2% | Reduced |
| Advisors Asset Management, Inc. | 32,261 | $231.0K | 0.00% | +32,261 | New |
| Leeward Financial Partners, LLC | 32,540 | $233.0K | 0.16% | +3,177+10.8% | Added |
| Kestra Advisory Services, LLC | 33,430 | $239.0K | 0.00% | +33,430 | New |
| Advisory Services Network, LLC | 34,966 | $250.0K | 0.01% | −427−1.2% | Reduced |
| SCP Investment, LP | 35,600 | $255.0K | 0.24% | +16,800+89.4% | Added |