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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 42,931 | $307.0K | 0.01% | +42,931 | New |
| Oppenheimer & Co Inc | 42,157 | $302.0K | 0.01% | −268−0.6% | Reduced |
| International Assets Investment Management, LLC | 37,775 | $270.0K | 0.05% | +1,200+3.3% | Added |
| SCP Investment, LP | 35,600 | $255.0K | 0.24% | +16,800+89.4% | Added |
| Advisory Services Network, LLC | 34,966 | $250.0K | 0.01% | −427−1.2% | Reduced |
| Kestra Advisory Services, LLC | 33,430 | $239.0K | 0.00% | +33,430 | New |
| Leeward Financial Partners, LLC | 32,540 | $233.0K | 0.16% | +3,177+10.8% | 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 |
| J.W. Cole Advisors, Inc. | 32,150 | $230.0K | 0.02% | +1,100+3.5% | Added |
| Advisor Group Holdings, Inc. | 30,148 | $217.0K | 0.00% | −21,125−41.2% | Reduced |
| Clear Harbor Asset Management, LLC | 29,839 | $214.0K | 0.03% | −2,125−6.6% | Reduced |
| Emfo, LLC | 19,140 | $209.0K | 0.21% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 29,442 | $206.0K | 0.01% | +29,442 | New |
| 360 Financial, Inc. | 22,503 | $195.0K | 0.12% | −5,400−19.4% | Reduced |
| XTX Topco Ltd | 26,471 | $190.0K | 0.08% | +26,471 | New |
| Raymond James & Associates | 24,296 | $174.0K | 0.00% | −600−2.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,699 | $170.0K | 0.00% | +23,699 | New |
| Tortoise Investment Management, LLC | 22,843 | $164.0K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 22,522 | $161.0K | 0.00% | +3,927+21.1% | Added |
| The PNC Financial Services Group, Inc. | 21,900 | $157.0K | 0.00% | +723+3.4% | Added |
| 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 |
| Los Angeles Capital Management LLC | 21,435 | $153.0K | 0.00% | −35,105−62.1% | Reduced |
| swisspartners Ltd. | 20,000 | $148.0K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,455 | $139.0K | 0.01% | +19,455 | New |
| Icapital Wealth LLC | 19,194 | $137.0K | 0.09% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 18,875 | $134.0K | 0.00% | +369+2.0% | Added |
| Tower Research Capital LLC (TRC) | 17,944 | $128.0K | 0.00% | +10,284+134.3% | Added |
| National Asset Management, Inc. | 17,576 | $126.0K | 0.01% | +3,950+29.0% | Added |
| D.A. Davidson & Co. | 17,300 | $124.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,633 | $119.0K | 0.00% | +2,963+21.7% | Added |
| ProShare Advisors LLC | 16,192 | $116.0K | 0.00% | −5,189−24.3% | Reduced |
| Parametrica Management Ltd | 15,764 | $112.0K | 0.12% | +15,764 | 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 |
| State of Wisconsin Investment Board | 14,805 | $106.0K | 0.00% | +14,805 | New |
| Blair William & Co | 14,287 | $102.0K | 0.00% | −1,739−10.9% | Reduced |
| Flputnam Investment Management Co | 13,163 | $94.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,486 | $89.0K | 0.00% | −10,157−44.9% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $86.0K | 0.33% | 00.0% | Unchanged |
| 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 |
| Ameritas Investment Partners, Inc. | 10,809 | $77.0K | 0.00% | +1,996+22.6% | Added |
| Janney Montgomery Scott LLC | 10,002 | $76.0K | 0.00% | +10,002 | New |
| 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 |
| Wealthspire Advisors, LLC | 10,082 | $72.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,932 | $64.0K | 0.00% | +1,331+17.5% | Added |
| National Bank of Canada | 8,820 | $63.0K | 0.00% | −850−8.8% | Reduced |
| Exos Asset Management LLC | 8,617 | $62.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $60.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,385 | $53.0K | 0.00% | +7,385 | New |
| Penserra Capital Management LLC | 7,060 | $50.0K | 0.00% | +625+9.7% | Added |
| Rockefeller Capital Management L.P. | 5,741 | $41.0K | 0.00% | −2,945−33.9% | 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 |
| FMR LLC | 3,450 | $24.0K | 0.00% | −314,048−98.9% | Reduced |
| Prospera Financial Services Inc | 3,200 | $23.0K | 0.00% | +2,900+966.7% | Added |
| Trustcore Financial Services, LLC | 3,000 | $21.0K | 0.00% | +1,000+50.0% | Added |
| CWM, LLC | 2,491 | $18.0K | 0.00% | +2,491 | New |
| Byrne Asset Management LLC | 1,667 | $12.0K | 0.01% | +1,527+1,090.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,665 | $11.9K | 0.00% | −320−16.1% | Reduced |
| Money Concepts Capital Corp | 1,474 | $11.0K | 0.00% | +985+201.4% | Added |
| US Bancorp | 1,400 | $10.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 1,407 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,129 | $8.00K | 0.01% | +1,129 | 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 |
| 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 |
| 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 |
| 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 |
| TCI Wealth Advisors, Inc. | 439 | $3.00K | 0.00% | +431+5,387.5% | Added |
| 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 |
| 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 |
| American Portfolios Advisors | 116 | $831 | 0.00% | −400−77.5% | Reduced |
| 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 |