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 |
|---|---|---|---|---|---|
| Citigroup Inc | 32,908 | $438.0K | 0.00% | −41,253−55.6% | Reduced |
| ClariVest Asset Management LLC | 32,902 | $439.0K | 0.02% | +32,902 | New |
| Raymond James Financial Services Advisors, Inc. | 33,018 | $440.0K | 0.00% | −37,850−53.4% | Reduced |
| Raymond James & Associates | 33,671 | $449.0K | 0.00% | +9,375+38.6% | Added |
| Ergoteles LLC | 34,200 | $456.0K | 0.02% | −42,072−55.2% | Reduced |
| Los Angeles Capital Management LLC | 34,472 | $460.0K | 0.00% | +13,037+60.8% | Added |
| Parallax Volatility Advisers, L.P. | 35,715 | $477.0K | 0.01% | +12,016+50.7% | Added |
| Teachers Retirement System of the State of Kentucky | 36,788 | $491.0K | 0.01% | +36,788 | New |
| Advisors Asset Management, Inc. | 37,937 | $506.0K | 0.01% | +5,676+17.6% | Added |
| Prescott Group Capital Management, L.L.C. | 38,000 | $507.0K | 0.16% | +38,000 | New |
| Strategic Vision Investment Ltd | 38,307 | $511.0K | 1.00% | −36,000−48.4% | Reduced |
| Balyasny Asset Management LLC | 40,624 | $542.0K | 0.00% | +40,624 | New |
| Oppenheimer & Co Inc | 42,497 | $567.0K | 0.01% | +340+0.8% | Added |
| AlphaCrest Capital Management LLC | 42,557 | $568.0K | 0.03% | −374−0.9% | Reduced |
| HighTower Advisors, LLC | 44,815 | $596.0K | 0.00% | +178+0.4% | Added |
| PDT Partners, LLC | 48,000 | $640.0K | 0.10% | +48,000 | New |
| UBS Group AG | 48,084 | $641.0K | 0.00% | −152,332−76.0% | Reduced |
| ExodusPoint Capital Management, LP | 49,699 | $663.0K | 0.01% | +49,699 | New |
| Jump Financial, LLC | 50,794 | $678.0K | 0.03% | +50,794 | New |
| Flputnam Investment Management Co | 52,848 | $705.0K | 0.03% | +39,685+301.5% | Added |
| E. Ohman J:or Asset Management AB | 53,000 | $707.0K | 0.03% | +53,000 | New |
| Manufacturers Life Insurance Company, The | 54,853 | $731.7K | 0.00% | −972−1.7% | Reduced |
| Voya Investment Management LLC | 55,110 | $735.2K | 0.00% | +1,179+2.2% | Added |
| Altrafin AG | 55,212 | $736.5K | 0.44% | −14,907−21.3% | Reduced |
| Commonwealth Equity Services, LLC | 58,024 | $774.0K | 0.00% | −512−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 59,727 | $797.0K | 0.00% | +12,674+26.9% | Added |
| Voloridge Investment Management, LLC | 60,828 | $811.0K | 0.00% | +60,828 | New |
| ETF Managers Group, LLC | 62,233 | $830.0K | 0.03% | +2,413+4.0% | Added |
| Gsa Capital Partners LLP | 62,591 | $835.0K | 0.11% | +62,591 | New |
| D. E. Shaw & Co., Inc. | 63,268 | $844.0K | 0.00% | +10,889+20.8% | Added |
| Price T Rowe Associates Inc | 63,330 | $845.0K | 0.00% | +12,280+24.1% | Added |
| Credit Suisse AG | 63,652 | $849.0K | 0.00% | +15,729+32.8% | Added |
| Essex Investment Management Co LLC | 63,774 | $851.0K | 0.14% | +63,774 | New |
| American International Group, Inc. | 68,426 | $913.0K | 0.01% | +966+1.4% | Added |
| LPL Financial LLC | 70,285 | $938.0K | 0.00% | −24,934−26.2% | Reduced |
| Cubist Systematic Strategies, LLC | 70,787 | $944.0K | 0.01% | −28,983−29.0% | Reduced |
| Foundations Investment Advisors, LLC | 71,960 | $960.0K | 0.04% | −5,640−7.3% | Reduced |
| Cetera Investment Advisers | 73,981 | $987.0K | 0.02% | −995−1.3% | Reduced |
| MetLife Investment Management | 76,958 | $1.03M | 0.01% | 00.0% | Unchanged |
| EAM Investors, LLC | 77,463 | $1.03M | 0.22% | +77,463 | New |
| Rockefeller Capital Management L.P. | 79,505 | $1.06M | 0.01% | +73,764+1,284.9% | Added |
| IMC-Chicago, LLC | 84,271 | $1.12M | 0.10% | +84,271 | New |
| Man Group plc | 86,049 | $1.15M | 0.01% | +86,049 | New |
| Twinbeech Capital LP | 93,217 | $1.24M | 0.03% | +93,217 | New |
| Clear Sky Advisers, LLC | 95,000 | $1.27M | 0.76% | −33,000−25.8% | Reduced |
| UBS Asset Management Americas Inc | 95,337 | $1.27M | 0.00% | −15,320−13.8% | Reduced |
| Susquehanna International Group, LLP | 98,572 | $1.31M | 0.00% | −407,957−80.5% | Reduced |
| New York State Common Retirement Fund | 101,263 | $1.35M | 0.00% | +431+0.4% | Added |
| Tudor Investment Corp Et Al | 104,066 | $1.39M | 0.03% | +104,066 | New |
| Legal & General Group Plc | 107,261 | $1.43M | 0.00% | +14,349+15.4% | Added |
| California State Teachers Retirement System | 110,000 | $1.47M | 0.00% | −4,682−4.1% | Reduced |
| Boothbay Fund Management, LLC | 113,072 | $1.51M | 0.05% | −1,421−1.2% | Reduced |
| EAM Global Investors LLC | 113,584 | $1.51M | 0.40% | +113,584 | New |
| Crawford Lake Capital Management, LLC | 124,896 | $1.67M | 3.06% | +124,896 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 126,425 | $1.69M | 0.01% | −102,973−44.9% | Reduced |
| Captrust Financial Advisors | 127,891 | $1.71M | 0.01% | +204+0.2% | Added |
| Ulland Investment Advisors, LLC | 137,745 | $1.84M | 2.01% | +47,515+52.7% | Added |
| TT International Asset Management LTD | 142,322 | $1.90M | 0.21% | +27,546+24.0% | Added |
| Swiss National Bank | 146,300 | $1.95M | 0.00% | +1,600+1.1% | Added |
| Waratah Capital Advisors Ltd. | 155,582 | $2.08M | 0.14% | −100,409−39.2% | Reduced |
| Cushing Asset Management, LP | 190,662 | $2.54M | 0.26% | +17,462+10.1% | Added |
| Rhumbline Advisers | 191,673 | $2.56M | 0.00% | +29,562+18.2% | Added |
| Alliancebernstein L.P. | 200,626 | $2.68M | 0.00% | −698,393−77.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 206,617 | $2.76M | 0.01% | +43,713+26.8% | Added |
| BNP Paribas Arbitrage, SA | 213,255 | $2.84M | 0.01% | +213,255 | New |
| Tiedemann Advisors, LLC | 217,940 | $2.91M | 0.18% | −20,520−8.6% | Reduced |
| Bank of America Corp | 220,274 | $2.94M | 0.00% | +46,756+26.9% | Added |
| Yaupon Capital Management LP | 250,000 | $3.33M | 1.12% | −300,000−54.5% | Reduced |
| Arosa Capital Management LP | 250,000 | $3.33M | 1.19% | −50,000−16.7% | Reduced |
| JPMorgan Chase & Co | 270,671 | $3.61M | 0.00% | +14,144+5.5% | Added |
| Nicola Wealth Management Ltd. | 275,000 | $3.67M | 0.40% | −85,000−23.6% | Reduced |
| Baird Financial Group, Inc. | 323,225 | $4.31M | 0.01% | +40,510+14.3% | Added |
| HRT Financial LP | 324,951 | $4.33M | 0.05% | +324,951 | New |
| Squarepoint Ops LLC | 339,264 | $4.53M | 0.04% | +306,969+950.5% | Added |
| Summit Partners Public Asset Management, LLC | 339,976 | $4.54M | 0.38% | +339,976 | New |
| Jane Street Group, LLC | 344,214 | $4.59M | 0.01% | +188,944+121.7% | Added |
| Nomura Holdings Inc | 347,275 | $4.64M | 0.05% | +53,903+18.4% | Added |
| Telemark Asset Management, LLC | 350,000 | $4.67M | 0.73% | +350,000 | New |
| Allspring Global Investments Holdings, LLC | 357,194 | $4.76M | 0.01% | −134,131−27.3% | Reduced |
| Norges Bank | 382,115 | $5.10M | 0.00% | +382,115 | New |
| Amundi | 372,405 | $5.19M | 0.00% | +372,405 | New |
| Temasek Holdings (Private) Ltd | 412,424 | $5.50M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 501,241 | $6.69M | 0.00% | −127,285−20.3% | Reduced |
| Ardsley Advisory Partners LP | 525,000 | $7.00M | 1.85% | +525,000 | New |
| Two Sigma Investments, LP | 570,749 | $7.61M | 0.03% | +517,722+976.3% | Added |
| G2 Investment Partners Management LLC | 586,735 | $7.83M | 2.44% | +263,180+81.3% | Added |
| Wells Fargo & Company | 671,249 | $8.96M | 0.00% | +74,404+12.5% | Added |
| Deutsche Bank AG | 673,152 | $8.98M | 0.01% | +17,807+2.7% | Added |
| Trexquant Investment LP | 674,781 | $9.00M | 0.32% | +664,627+6,545.5% | Added |
| Burleson & Company, LLC | 700,062 | $9.34M | 2.04% | −10,098−1.4% | Reduced |
| Bank of New York Mellon Corp | 755,607 | $10.1M | 0.00% | +60,606+8.7% | Added |
| Point72 Asset Management, L.P. | 762,994 | $10.2M | 0.04% | −298,106−28.1% | Reduced |
| Goldman Sachs Group Inc | 765,025 | $10.2M | 0.00% | +168,254+28.2% | Added |
| Levin Capital Strategies, L.P. | 820,221 | $10.9M | 1.49% | −214,185−20.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 849,935 | $11.3M | 0.20% | +344,460+68.1% | Added |
| Alps Advisors Inc | 958,749 | $12.8M | 0.12% | +7,769+0.8% | Added |
| Morgan Stanley | 961,770 | $12.8M | 0.00% | −38,594−3.9% | Reduced |
| Citadel Advisors LLC | 977,698 | $13.0M | 0.02% | −1,700,971−63.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,010,524 | $13.5M | 0.04% | −686,163−40.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,049,532 | $14.0M | 0.01% | +70,228+7.2% | Added |