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 |
|---|---|---|---|---|---|
| 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 |
| IFP Advisors, Inc | 3,600 | – | – | −4,000−52.6% | Reduced |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −1,188,499−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −141,301−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −133,948−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −108,588−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −104,283−100.0% | Sold out |
| Polarity Investment Partners LP | 0 | $0 | 0.00% | −66,353−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −54,336−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −52,030−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −50,778−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −50,456−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −23,529−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −19,348−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −13,240−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,221−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,253−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −6,817−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,052−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −3,053−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,514−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |