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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 1,124,972 | $15.0M | 0.02% | +64,097+6.0% | Added |
| HITE Hedge Asset Management LLC | 1,172,817 | $15.6M | 1.32% | −1,031,150−46.8% | Reduced |
| Van Eck Associates Corp | 1,192,726 | $15.9M | 0.05% | −45,460−3.7% | Reduced |
| William Blair Investment Management, LLC | 1,198,785 | $16.0M | 0.06% | −5,729,126−82.7% | Reduced |
| Northern Trust Corp | 1,257,894 | $16.8M | 0.00% | +5,519+0.4% | Added |
| Janus Henderson Group PLC | 1,285,408 | $17.1M | 0.01% | +780+0.1% | Added |
| Wellington Management Group LLP | 1,299,139 | $17.3M | 0.00% | +274,252+26.8% | Added |
| Barclays PLC | 1,312,968 | $17.5M | 0.02% | +664,544+102.5% | Added |
| Erste Asset Management GmbH | 1,373,909 | $17.8M | 0.40% | +707,909+106.3% | Added |
| Nuveen Asset Management, LLC | 1,411,759 | $18.8M | 0.01% | +775,318+121.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,490,736 | $19.9M | 0.31% | +54,271+3.8% | Added |
| Invesco Ltd. | 1,643,551 | $21.9M | 0.01% | −415,246−20.2% | Reduced |
| Geode Capital Management, LLC | 2,473,652 | $33.0M | 0.01% | +133,517+5.7% | Added |
| Encompass Capital Advisors LLC | 2,500,000 | $33.4M | 1.93% | +2,500,000 | New |
| Alkeon Capital Management LLC | 2,540,956 | $33.9M | 0.23% | +1,774,162+231.4% | Added |
| State Street Corp | 3,039,868 | $40.6M | 0.00% | +294,298+10.7% | Added |
| Schroder Investment Management Group | 3,077,681 | $41.1M | 0.07% | +3,077,681 | New |
| Electron Capital Partners, LLC | 4,932,445 | $65.8M | 3.15% | +280,783+6.0% | Added |
| BlackRock Inc. | 8,904,283 | $118.8M | 0.00% | −23,220−0.3% | Reduced |
| Vanguard Group Inc | 13,631,078 | $181.8M | 0.01% | +350,707+2.6% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,391,500−100.0% | Sold out |
| General Electric Co | 0 | $0 | 0.00% | −729,893−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −286,500−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −264,903−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −230,732−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Benefit Street Partners LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −168,375−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −167,171−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −112,156−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −99,855−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −74,575−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −51,555−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −48,500−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −44,342−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −35,600−100.0% | Sold out |
| Leeward Financial Partners, LLC | 0 | $0 | 0.00% | −32,540−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −29,442−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −26,471−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −19,194−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −15,764−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −14,287−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −11,618−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −7,060−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Exos Asset Management LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |