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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 37,775 | $270.0K | 0.05% | +1,200+3.3% | Added |
| Oppenheimer & Co Inc | 42,157 | $302.0K | 0.01% | −268−0.6% | Reduced |
| AlphaCrest Capital Management LLC | 42,931 | $307.0K | 0.01% | +42,931 | New |
| Millennium Management LLC | 44,342 | $317.0K | 0.00% | −622,056−93.3% | Reduced |
| HighTower Advisors, LLC | 44,637 | $318.0K | 0.00% | −2,351−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 47,053 | $337.0K | 0.00% | +6,107+14.9% | Added |
| Credit Suisse AG | 47,923 | $344.0K | 0.00% | −9,045−15.9% | Reduced |
| Two Sigma Advisers, LP | 48,500 | $347.0K | 0.00% | −318,400−86.8% | Reduced |
| Price T Rowe Associates Inc | 51,050 | $366.0K | 0.00% | +18,875+58.7% | Added |
| Cohen & Steers, Inc. | 51,555 | $369.0K | 0.00% | +28,554+124.1% | Added |
| D. E. Shaw & Co., Inc. | 52,379 | $375.0K | 0.00% | −199,940−79.2% | Reduced |
| Two Sigma Investments, LP | 53,027 | $380.0K | 0.00% | −776,284−93.6% | Reduced |
| Voya Investment Management LLC | 53,931 | $386.0K | 0.00% | +53,931 | New |
| Manufacturers Life Insurance Company, The | 55,825 | $399.7K | 0.00% | +11,916+27.1% | 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 |
| American International Group, Inc. | 67,460 | $483.0K | 0.00% | +10,845+19.2% | Added |
| Altrafin AG | 70,119 | $502.1K | 0.27% | −304−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,868 | $507.0K | 0.00% | +45,150+175.6% | Added |
| Citigroup Inc | 74,161 | $531.0K | 0.00% | −218,274−74.6% | Reduced |
| Strategic Vision Investment Ltd | 74,307 | $532.0K | 1.56% | 00.0% | Unchanged |
| Agf Investments Inc. | 74,575 | $534.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 74,976 | $537.0K | 0.01% | +4,848+6.9% | Added |
| Ergoteles LLC | 76,272 | $546.0K | 0.02% | +76,272 | New |
| MetLife Investment Management | 76,958 | $551.0K | 0.00% | +13,651+21.6% | Added |
| Foundations Investment Advisors, LLC | 77,600 | $589.0K | 0.02% | −5,841−7.0% | Reduced |
| Ulland Investment Advisors, LLC | 90,230 | $646.0K | 0.66% | +645+0.7% | Added |
| Legal & General Group Plc | 92,912 | $666.0K | 0.00% | +19,288+26.2% | Added |
| HSBC Holdings PLC | 95,960 | $676.0K | 0.00% | +95,960 | New |
| LPL Financial LLC | 95,219 | $682.0K | 0.00% | +95,219 | New |
| Cubist Systematic Strategies, LLC | 99,770 | $714.0K | 0.01% | −12,222−10.9% | Reduced |
| SG Americas Securities, LLC | 99,855 | $715.0K | 0.01% | +75,808+315.2% | Added |
| Magnetar Financial LLC | 100,000 | $716.0K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 100,832 | $722.0K | 0.00% | +19,679+24.2% | Added |
| UBS Asset Management Americas Inc | 110,657 | $792.3K | 0.00% | +70,657+176.6% | Added |
| Walleye Trading LLC | 112,156 | $803.0K | 0.02% | +70,470+169.0% | Added |
| Boothbay Fund Management, LLC | 114,493 | $820.0K | 0.03% | +81,969+252.0% | Added |
| 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 |
| Captrust Financial Advisors | 127,687 | $914.0K | 0.01% | −89,854−41.3% | Reduced |
| Clear Sky Advisers, LLC | 128,000 | $916.0K | 0.82% | +108,500+556.4% | Added |
| Swiss National Bank | 144,700 | $1.04M | 0.00% | +25,200+21.1% | Added |
| Jane Street Group, LLC | 155,270 | $1.11M | 0.00% | +141,809+1,053.5% | Added |
| Rhumbline Advisers | 162,111 | $1.16M | 0.00% | +49,329+43.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 162,904 | $1.17M | 0.00% | +31,082+23.6% | Added |
| Group One Trading, L.P. | 167,171 | $1.20M | 0.03% | +81,823+95.9% | Added |
| Walleye Capital LLC | 168,375 | $1.21M | 0.03% | +73,014+76.6% | Added |
| Benefit Street Partners LLC | 170,000 | $1.22M | 0.90% | +170,000 | New |
| Cushing Asset Management, LP | 173,200 | $1.24M | 0.13% | −65,563−27.5% | Reduced |
| Bank of America Corp | 173,518 | $1.24M | 0.00% | −35,414−17.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 200,000 | $1.43M | 0.00% | +100,000+100.0% | Added |
| UBS Group AG | 200,416 | $1.44M | 0.00% | +21,889+12.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 229,398 | $1.64M | 0.01% | +49,720+27.7% | Added |
| Caption Management, LLC | 230,732 | $1.65M | 0.15% | +230,732 | New |
| Tiedemann Advisors, LLC | 238,460 | $1.71M | 0.13% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 255,991 | $1.83M | 0.10% | +255,991 | New |
| JPMorgan Chase & Co | 256,527 | $1.84M | 0.00% | +156,098+155.4% | Added |
| Holocene Advisors, LP | 264,903 | $1.90M | 0.01% | +77,153+41.1% | Added |
| Baird Financial Group, Inc. | 282,715 | $2.02M | 0.01% | −29,856−9.6% | Reduced |
| Merewether Investment Management, LP | 286,500 | $2.05M | 0.27% | −7,500−2.6% | Reduced |
| Nomura Holdings Inc | 293,372 | $2.10M | 0.02% | −63,917−17.9% | Reduced |
| Arosa Capital Management LP | 300,000 | $2.15M | 0.95% | +300,000 | New |
| G2 Investment Partners Management LLC | 323,555 | $2.32M | 0.74% | +52,555+19.4% | Added |
| Nicola Wealth Management Ltd. | 360,000 | $2.58M | 0.25% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 412,424 | $2.95M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 491,325 | $3.52M | 0.01% | −31,729−6.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 505,475 | $3.62M | 0.06% | −484,557−48.9% | Reduced |
| Susquehanna International Group, LLP | 506,529 | $3.63M | 0.01% | −92,496−15.4% | Reduced |
| Yaupon Capital Management LP | 550,000 | $3.94M | 1.39% | +300,000+120.0% | Added |
| 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 |
| Royal Bank of Canada | 628,526 | $4.50M | 0.00% | −1,087−0.2% | Reduced |
| Nuveen Asset Management, LLC | 636,441 | $4.56M | 0.00% | +114,888+22.0% | Added |
| Barclays PLC | 648,424 | $4.64M | 0.01% | −43,847−6.3% | Reduced |
| Erste Asset Management GmbH | 666,000 | $4.67M | 0.10% | +216,000+48.0% | Added |
| Deutsche Bank AG | 655,345 | $4.69M | 0.00% | −106,711−14.0% | Reduced |
| Bank of New York Mellon Corp | 695,001 | $4.98M | 0.00% | +3,076+0.4% | Added |
| Burleson & Company, LLC | 710,160 | $5.08M | 1.11% | +105,556+17.5% | Added |
| General Electric Co | 729,893 | $5.23M | 0.09% | −365,000−33.3% | Reduced |
| Alkeon Capital Management LLC | 766,794 | $5.49M | 0.03% | −13,254−1.7% | Reduced |
| Alliancebernstein L.P. | 899,019 | $6.44M | 0.00% | −46,617−4.9% | Reduced |
| Alps Advisors Inc | 950,980 | $6.81M | 0.07% | −69,164−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 979,304 | $7.01M | 0.00% | +52,251+5.6% | Added |
| Morgan Stanley | 1,000,364 | $7.16M | 0.00% | −65,533−6.1% | Reduced |
| Wellington Management Group LLP | 1,024,887 | $7.34M | 0.00% | +1,024,887 | New |
| Levin Capital Strategies, L.P. | 1,034,406 | $7.41M | 0.89% | +478,387+86.0% | Added |
| First Trust Advisors LP | 1,060,875 | $7.60M | 0.01% | −11,953−1.1% | Reduced |
| Point72 Asset Management, L.P. | 1,061,100 | $7.60M | 0.04% | −872,152−45.1% | Reduced |
| Van Eck Associates Corp | 1,238,186 | $8.87M | 0.02% | −138,580−10.1% | Reduced |
| Northern Trust Corp | 1,252,375 | $8.97M | 0.00% | +210,759+20.2% | Added |
| Janus Henderson Group PLC | 1,284,628 | $9.20M | 0.01% | −353,998−21.6% | Reduced |
| Renaissance Technologies LLC | 1,391,500 | $9.96M | 0.01% | −1,370,100−49.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,436,465 | $10.3M | 0.16% | +58,760+4.3% | Added |
| CIBC Private Wealth Group, LLC | 1,696,687 | $12.1M | 0.03% | +368,575+27.8% | Added |
| Invesco Ltd. | 2,058,797 | $14.7M | 0.00% | −15,652−0.8% | Reduced |
| HITE Hedge Asset Management LLC | 2,203,967 | $15.8M | 1.49% | +1,061,164+92.9% | Added |
| Geode Capital Management, LLC | 2,340,135 | $16.8M | 0.00% | +512,114+28.0% | Added |
| Citadel Advisors LLC | 2,678,669 | $19.2M | 0.03% | +255,720+10.6% | Added |
| State Street Corp | 2,745,570 | $19.7M | 0.00% | +390,016+16.6% | Added |
| Electron Capital Partners, LLC | 4,651,662 | $33.3M | 1.86% | +3,557,187+325.0% | Added |