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, Q3 2022
Institutional positions in Stem, Inc. as of Sep 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
- 220
- +18 vs. Q2 2022
- Shares held
- 83.7M
- +2.11M (+2.6%) vs. Q2 2022
- Total value
- $1.12B
- +$531.9M (+91.1%) vs. Q2 2022
- New holders
- 52
- 74 more added
- Sold out
- 34
- 60 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,631,078 | $181.8M | 0.01% | +350,707+2.6% | Added |
| BlackRock Inc. | 8,904,283 | $118.8M | 0.00% | −23,220−0.3% | Reduced |
| Electron Capital Partners, LLC | 4,932,445 | $65.8M | 3.15% | +280,783+6.0% | Added |
| Schroder Investment Management Group | 3,077,681 | $41.1M | 0.07% | +3,077,681 | New |
| State Street Corp | 3,039,868 | $40.6M | 0.00% | +294,298+10.7% | Added |
| Janus Henderson Group PLC | 2,570,816 | $34.3M | 0.01% | +1,286,188+100.1% | Added |
| Alkeon Capital Management LLC | 2,540,956 | $33.9M | 0.23% | +1,774,162+231.4% | Added |
| Encompass Capital Advisors LLC | 2,500,000 | $33.4M | 1.93% | +2,500,000 | New |
| Geode Capital Management, LLC | 2,473,652 | $33.0M | 0.01% | +133,517+5.7% | Added |
| Invesco Ltd. | 1,643,551 | $21.9M | 0.01% | −415,246−20.2% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,490,736 | $19.9M | 0.31% | +54,271+3.8% | Added |
| Nuveen Asset Management, LLC | 1,411,759 | $18.8M | 0.01% | +775,318+121.8% | Added |
| Erste Asset Management GmbH | 1,373,909 | $17.8M | 0.40% | +707,909+106.3% | Added |
| Barclays PLC | 1,312,968 | $17.5M | 0.02% | +664,544+102.5% | Added |
| Wellington Management Group LLP | 1,299,139 | $17.3M | 0.00% | +274,252+26.8% | Added |
| Northern Trust Corp | 1,257,894 | $16.8M | 0.00% | +5,519+0.4% | Added |
| William Blair Investment Management, LLC | 1,198,785 | $16.0M | 0.06% | −5,729,126−82.7% | Reduced |
| Van Eck Associates Corp | 1,192,726 | $15.9M | 0.05% | −45,460−3.7% | Reduced |
| HITE Hedge Asset Management LLC | 1,172,817 | $15.6M | 1.32% | −1,031,150−46.8% | Reduced |
| First Trust Advisors LP | 1,124,972 | $15.0M | 0.02% | +64,097+6.0% | Added |
| Charles Schwab Investment Management Inc | 1,049,532 | $14.0M | 0.01% | +70,228+7.2% | Added |
| CIBC Private Wealth Group, LLC | 1,010,524 | $13.5M | 0.04% | −686,163−40.4% | Reduced |
| Citadel Advisors LLC | 977,698 | $13.0M | 0.02% | −1,700,971−63.5% | Reduced |
| Morgan Stanley | 961,770 | $12.8M | 0.00% | −38,594−3.9% | Reduced |
| Alps Advisors Inc | 958,749 | $12.8M | 0.12% | +7,769+0.8% | Added |
| Gilder Gagnon Howe & Co LLC | 849,935 | $11.3M | 0.20% | +344,460+68.1% | Added |
| Levin Capital Strategies, L.P. | 820,221 | $10.9M | 1.49% | −214,185−20.7% | Reduced |
| Goldman Sachs Group Inc | 765,025 | $10.2M | 0.00% | +168,254+28.2% | Added |
| Point72 Asset Management, L.P. | 762,994 | $10.2M | 0.04% | −298,106−28.1% | Reduced |
| Bank of New York Mellon Corp | 755,607 | $10.1M | 0.00% | +60,606+8.7% | Added |
| Burleson & Company, LLC | 700,062 | $9.34M | 2.04% | −10,098−1.4% | Reduced |
| Trexquant Investment LP | 674,781 | $9.00M | 0.32% | +664,627+6,545.5% | Added |
| Deutsche Bank AG | 673,152 | $8.98M | 0.01% | +17,807+2.7% | Added |
| Wells Fargo & Company | 671,249 | $8.96M | 0.00% | +74,404+12.5% | Added |
| G2 Investment Partners Management LLC | 586,735 | $7.83M | 2.44% | +263,180+81.3% | Added |
| Two Sigma Investments, LP | 570,749 | $7.61M | 0.03% | +517,722+976.3% | Added |
| Ardsley Advisory Partners LP | 525,000 | $7.00M | 1.85% | +525,000 | New |
| Royal Bank of Canada | 501,241 | $6.69M | 0.00% | −127,285−20.3% | Reduced |
| Temasek Holdings (Private) Ltd | 412,424 | $5.50M | 0.03% | 00.0% | Unchanged |
| Amundi | 372,405 | $5.19M | 0.00% | +372,405 | New |
| Norges Bank | 382,115 | $5.10M | 0.00% | +382,115 | New |
| Allspring Global Investments Holdings, LLC | 357,194 | $4.76M | 0.01% | −134,131−27.3% | Reduced |
| Telemark Asset Management, LLC | 350,000 | $4.67M | 0.73% | +350,000 | New |
| Nomura Holdings Inc | 347,275 | $4.64M | 0.05% | −239,469−40.8% | Reduced |
| Jane Street Group, LLC | 344,214 | $4.59M | 0.01% | +188,944+121.7% | Added |
| Summit Partners Public Asset Management, LLC | 339,976 | $4.54M | 0.38% | +339,976 | New |
| Squarepoint Ops LLC | 339,264 | $4.53M | 0.04% | +306,969+950.5% | Added |
| HRT Financial LP | 324,951 | $4.33M | 0.05% | +324,951 | New |
| Baird Financial Group, Inc. | 323,225 | $4.31M | 0.01% | +40,510+14.3% | Added |
| Nicola Wealth Management Ltd. | 275,000 | $3.67M | 0.40% | −85,000−23.6% | Reduced |
| JPMorgan Chase & Co | 270,671 | $3.61M | 0.00% | +14,144+5.5% | Added |
| Yaupon Capital Management LP | 250,000 | $3.33M | 1.12% | −300,000−54.5% | Reduced |
| Arosa Capital Management LP | 250,000 | $3.33M | 1.18% | −50,000−16.7% | Reduced |
| Bank of America Corp | 220,274 | $2.94M | 0.00% | +46,756+26.9% | Added |
| Tiedemann Advisors, LLC | 217,940 | $2.91M | 0.18% | −20,520−8.6% | Reduced |
| BNP Paribas Arbitrage, SA | 213,255 | $2.84M | 0.01% | +213,255 | New |
| Mirae Asset Global Investments Co., Ltd. | 206,617 | $2.76M | 0.01% | +43,713+26.8% | Added |
| Alliancebernstein L.P. | 200,626 | $2.68M | 0.00% | −698,393−77.7% | Reduced |
| Rhumbline Advisers | 191,673 | $2.56M | 0.00% | +29,562+18.2% | Added |
| Cushing Asset Management, LP | 190,662 | $2.54M | 0.26% | +17,462+10.1% | Added |
| Waratah Capital Advisors Ltd. | 155,582 | $2.08M | 0.14% | −100,409−39.2% | Reduced |
| Swiss National Bank | 146,300 | $1.95M | 0.00% | +1,600+1.1% | Added |
| TT International Asset Management LTD | 142,322 | $1.90M | 0.21% | +27,546+24.0% | Added |
| Ulland Investment Advisors, LLC | 137,745 | $1.84M | 2.01% | +47,515+52.7% | Added |
| Captrust Financial Advisors | 127,891 | $1.71M | 0.01% | +204+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 126,425 | $1.69M | 0.01% | −102,973−44.9% | Reduced |
| Crawford Lake Capital Management, LLC | 124,896 | $1.67M | 3.06% | +124,896 | New |
| EAM Global Investors LLC | 113,584 | $1.51M | 0.40% | +113,584 | New |
| Boothbay Fund Management, LLC | 113,072 | $1.51M | 0.05% | −1,421−1.2% | Reduced |
| California State Teachers Retirement System | 110,000 | $1.47M | 0.00% | −4,682−4.1% | Reduced |
| Legal & General Group Plc | 107,261 | $1.43M | 0.00% | +14,349+15.4% | Added |
| Tudor Investment Corp Et Al | 104,066 | $1.39M | 0.03% | +104,066 | New |
| New York State Common Retirement Fund | 101,263 | $1.35M | 0.00% | +431+0.4% | Added |
| Susquehanna International Group, LLP | 98,572 | $1.31M | 0.00% | −407,957−80.5% | Reduced |
| UBS Asset Management Americas Inc | 95,337 | $1.27M | 0.00% | −15,320−13.8% | Reduced |
| Clear Sky Advisers, LLC | 95,000 | $1.27M | 0.76% | −33,000−25.8% | Reduced |
| Twinbeech Capital LP | 93,217 | $1.24M | 0.03% | +93,217 | New |
| Man Group plc | 86,049 | $1.15M | 0.01% | +86,049 | New |
| IMC-Chicago, LLC | 84,271 | $1.12M | 0.10% | +84,271 | New |
| Rockefeller Capital Management L.P. | 79,505 | $1.06M | 0.01% | +73,764+1,284.9% | Added |
| EAM Investors, LLC | 77,463 | $1.03M | 0.22% | +77,463 | New |
| MetLife Investment Management | 76,958 | $1.03M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 73,981 | $987.0K | 0.02% | −995−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 71,960 | $960.0K | 0.04% | −5,640−7.3% | Reduced |
| Cubist Systematic Strategies, LLC | 70,787 | $944.0K | 0.01% | −28,983−29.0% | Reduced |
| LPL Financial LLC | 70,285 | $938.0K | 0.00% | −24,934−26.2% | Reduced |
| American International Group, Inc. | 68,426 | $913.0K | 0.01% | +966+1.4% | Added |
| Essex Investment Management Co LLC | 63,774 | $851.0K | 0.14% | +63,774 | New |
| Credit Suisse AG | 63,652 | $849.0K | 0.00% | +15,729+32.8% | Added |
| Price T Rowe Associates Inc | 63,330 | $845.0K | 0.00% | +12,280+24.1% | Added |
| D. E. Shaw & Co., Inc. | 63,268 | $844.0K | 0.00% | +10,889+20.8% | Added |
| Gsa Capital Partners LLP | 62,591 | $835.0K | 0.11% | +62,591 | New |
| ETF Managers Group, LLC | 62,233 | $830.0K | 0.03% | +2,413+4.0% | Added |
| Voloridge Investment Management, LLC | 60,828 | $811.0K | 0.00% | +60,828 | New |
| Cambridge Investment Research Advisors, Inc. | 59,727 | $797.0K | 0.00% | +12,674+26.9% | Added |
| Commonwealth Equity Services, LLC | 58,024 | $774.0K | 0.00% | −512−0.9% | Reduced |
| Altrafin AG | 55,212 | $736.5K | 0.44% | −14,907−21.3% | Reduced |
| Voya Investment Management LLC | 55,110 | $735.2K | 0.00% | +1,179+2.2% | Added |
| Manufacturers Life Insurance Company, The | 54,853 | $731.7K | 0.00% | −972−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 53,000 | $707.0K | 0.03% | +53,000 | New |