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
- 82.4M
- +1.11M (+1.4%) vs. Q2 2022
- Total value
- $1.10B
- +$516.9M (+88.8%) vs. Q2 2022
- New holders
- 52
- 75 more added
- Sold out
- 34
- 59 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 | $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, 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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $0 | 0.00% | −2−10.5% | Reduced |
| Marquette Asset Management, LLC | 20 | $0 | 0.00% | +20 | New |
| Missouri Trust & Investment Co | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $1.00K | 0.00% | +100 | New |
| American Portfolios Advisors | 116 | $1.55K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 159 | $2.00K | 0.00% | +143+893.8% | Added |
| Bogart Wealth, LLC | 175 | $2.00K | 0.00% | +175 | New |
| City Holding Co | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 237 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 306 | $4.00K | 0.00% | +306 | New |
| Elequin Capital LP | 399 | $5.00K | 0.00% | −486−54.9% | Reduced |
| Crewe Advisors LLC | 349 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 396 | $5.00K | 0.00% | +270+214.3% | Added |
| FNY Investment Advisers, LLC | 400 | $5.00K | 0.00% | +400 | New |
| Money Concepts Capital Corp | 429 | $6.00K | 0.00% | −1,045−70.9% | Reduced |
| Liberty One Investment Management, LLC | 429 | $6.00K | 0.00% | +429 | New |
| HM Payson & Co | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 507 | $7.00K | 0.00% | +68+15.5% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $7.00K | 0.00% | +500 | New |
| Geneos Wealth Management Inc. | 670 | $8.00K | 0.00% | −320−32.3% | Reduced |
| First Horizon Advisors, Inc. | 604 | $8.00K | 0.00% | −177−22.7% | Reduced |
| Sandy Spring Bank | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 620 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 815 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 880 | $12.0K | 0.00% | +120+15.8% | Added |
| Quadrant Capital Group LLC | 940 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,101 | $14.0K | 0.00% | +1,101 | New |
| Federation des caisses Desjardins du Quebec | 1,415 | $18.9K | 0.00% | −250−15.0% | Reduced |
| US Bancorp | 1,472 | $20.0K | 0.00% | +72+5.1% | Added |
| CWM, LLC | 2,431 | $32.0K | 0.00% | −60−2.4% | Reduced |
| Trustcore Financial Services, LLC | 3,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,300 | $44.0K | 0.00% | +3,300 | New |
| Nisa Investment Advisors, LLC | 5,386 | $73.0K | 0.00% | +103+1.9% | Added |
| Newbridge Financial Services Group, Inc. | 5,877 | $78.0K | 0.05% | +550+10.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,000 | $78.0K | 0.00% | +6,000 | New |
| FMR LLC | 7,164 | $95.0K | 0.00% | +3,714+107.7% | Added |
| National Bank of Canada | 7,170 | $96.0K | 0.00% | −1,650−18.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,385 | $99.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $112.0K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,460 | $113.0K | 0.00% | +8,460 | New |
| Metropolitan Life Insurance Co | 8,932 | $119.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9,446 | $126.0K | 0.05% | +9,446 | New |
| IFP Advisors, Inc | 5,000 | $134.0K | 0.00% | +1,400+38.9% | Added |
| Janney Montgomery Scott LLC | 10,173 | $136.0K | 0.00% | +171+1.7% | Added |
| Polar Capital Holdings Plc | 10,250 | $137.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,809 | $144.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 10,777 | $144.0K | 0.00% | +10,777 | New |
| MML Investors Services, LLC | 10,995 | $147.0K | 0.00% | −614−5.3% | Reduced |
| State of Wisconsin Investment Board | 11,589 | $155.0K | 0.00% | −3,216−21.7% | Reduced |
| Wealthspire Advisors, LLC | 11,717 | $156.0K | 0.00% | +1,635+16.2% | Added |
| Syquant Capital SAS | 12,000 | $160.0K | 0.10% | +12,000 | New |
| Tortoise Investment Management, LLC | 12,843 | $171.0K | 0.03% | −10,000−43.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,800 | $171.0K | 0.00% | +12,800 | New |
| Atria Wealth Solutions, Inc. | 13,767 | $183.7K | 0.00% | +1,281+10.3% | Added |
| Prudential Financial Inc | 13,735 | $184.0K | 0.00% | +13,735 | New |
| Victory Capital Management Inc | 14,885 | $199.0K | 0.00% | +14,885 | New |
| Hall Private Wealth Advisors | 15,023 | $200.0K | 0.12% | +48+0.3% | Added |
| MTM Investment Management, LLC | 15,000 | $200.0K | 0.11% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,164 | $202.3K | 0.02% | +15,164 | New |
| Scholtz & Company, LLC | 15,225 | $204.0K | 0.15% | +15,225 | New |
| ProShare Advisors LLC | 15,887 | $212.0K | 0.00% | −305−1.9% | Reduced |
| Arizona State Retirement System | 16,763 | $224.0K | 0.00% | +130+0.8% | Added |
| AQR Capital Management LLC | 17,314 | $231.0K | 0.00% | +17,314 | New |
| Panagora Asset Management Inc | 17,882 | $239.0K | 0.00% | +17,882 | New |
| Engineers Gate Manager LP | 18,484 | $247.0K | 0.02% | +18,484 | New |
| International Assets Investment Management, LLC | 19,125 | $255.0K | 0.05% | −18,650−49.4% | Reduced |
| Emfo, LLC | 19,140 | $255.0K | 0.24% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 19,543 | $256.0K | 0.01% | +668+3.5% | Added |
| IHT Wealth Management, LLC | 19,305 | $258.0K | 0.02% | −150−0.8% | Reduced |
| swisspartners Ltd. | 20,000 | $267.0K | 0.28% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,225 | $270.0K | 0.02% | +20,225 | New |
| Principal Financial Group Inc | 20,667 | $276.0K | 0.00% | −926−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 21,660 | $289.0K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 22,000 | $293.0K | 0.28% | +22,000 | New |
| Prospera Financial Services Inc | 22,084 | $295.0K | 0.02% | +18,884+590.1% | Added |
| The PNC Financial Services Group, Inc. | 22,144 | $296.0K | 0.00% | +244+1.1% | Added |
| Gotham Asset Management, LLC | 22,274 | $297.0K | 0.01% | +22,274 | New |
| 360 Financial, Inc. | 22,503 | $300.0K | 0.20% | 00.0% | Unchanged |
| Amalgamated Bank | 22,870 | $305.0K | 0.00% | +348+1.5% | Added |
| Tower Research Capital LLC (TRC) | 25,515 | $341.0K | 0.01% | +7,571+42.2% | Added |
| Advisor Group Holdings, Inc. | 27,637 | $369.0K | 0.00% | −2,511−8.3% | Reduced |
| Kestra Advisory Services, LLC | 27,760 | $370.0K | 0.00% | −5,670−17.0% | Reduced |
| D.A. Davidson & Co. | 27,700 | $370.0K | 0.00% | +10,400+60.1% | Added |
| Advisory Services Network, LLC | 28,304 | $378.0K | 0.01% | −6,662−19.1% | Reduced |
| Clear Harbor Asset Management, LLC | 28,412 | $379.0K | 0.05% | −1,427−4.8% | Reduced |
| Deuterium Capital Management, LLC | 24,000 | $388.0K | 1.62% | +12,000+100.0% | Added |
| J.W. Cole Advisors, Inc. | 29,880 | $399.0K | 0.03% | −2,270−7.1% | Reduced |
| HSBC Holdings PLC | 31,095 | $419.0K | 0.00% | −64,865−67.6% | Reduced |
| National Asset Management, Inc. | 31,440 | $420.0K | 0.01% | +13,864+78.9% | Added |