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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 52,848 | $705.0K | 0.03% | +39,685+301.5% | Added |
| Jump Financial, LLC | 50,794 | $678.0K | 0.03% | +50,794 | New |
| ExodusPoint Capital Management, LP | 49,699 | $663.0K | 0.01% | +49,699 | New |
| UBS Group AG | 48,084 | $641.0K | 0.00% | −152,332−76.0% | Reduced |
| PDT Partners, LLC | 48,000 | $640.0K | 0.10% | +48,000 | New |
| HighTower Advisors, LLC | 44,815 | $596.0K | 0.00% | +178+0.4% | Added |
| AlphaCrest Capital Management LLC | 42,557 | $568.0K | 0.03% | −374−0.9% | Reduced |
| Oppenheimer & Co Inc | 42,497 | $567.0K | 0.01% | +340+0.8% | Added |
| Balyasny Asset Management LLC | 40,624 | $542.0K | 0.00% | +40,624 | New |
| Strategic Vision Investment Ltd | 38,307 | $511.0K | 1.00% | −36,000−48.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 38,000 | $507.0K | 0.16% | +38,000 | New |
| Advisors Asset Management, Inc. | 37,937 | $506.0K | 0.01% | +5,676+17.6% | Added |
| Teachers Retirement System of the State of Kentucky | 36,788 | $491.0K | 0.01% | +36,788 | New |
| Parallax Volatility Advisers, L.P. | 35,715 | $477.0K | 0.01% | +12,016+50.7% | Added |
| Los Angeles Capital Management LLC | 34,472 | $460.0K | 0.00% | +13,037+60.8% | Added |
| Ergoteles LLC | 34,200 | $456.0K | 0.02% | −42,072−55.2% | Reduced |
| Raymond James & Associates | 33,671 | $449.0K | 0.00% | +9,375+38.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 33,018 | $440.0K | 0.00% | −37,850−53.4% | Reduced |
| ClariVest Asset Management LLC | 32,902 | $439.0K | 0.02% | +32,902 | New |
| Citigroup Inc | 32,908 | $438.0K | 0.00% | −41,253−55.6% | Reduced |
| National Asset Management, Inc. | 31,440 | $420.0K | 0.01% | +13,864+78.9% | Added |
| HSBC Holdings PLC | 31,095 | $419.0K | 0.00% | −64,865−67.6% | Reduced |
| J.W. Cole Advisors, Inc. | 29,880 | $399.0K | 0.03% | −2,270−7.1% | Reduced |
| Deuterium Capital Management, LLC | 24,000 | $388.0K | 1.62% | +12,000+100.0% | Added |
| Clear Harbor Asset Management, LLC | 28,412 | $379.0K | 0.05% | −1,427−4.8% | Reduced |
| Advisory Services Network, LLC | 28,304 | $378.0K | 0.01% | −6,662−19.1% | 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 |
| Advisor Group Holdings, Inc. | 27,637 | $369.0K | 0.00% | −2,511−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 25,515 | $341.0K | 0.01% | +7,571+42.2% | Added |
| Amalgamated Bank | 22,870 | $305.0K | 0.00% | +348+1.5% | Added |
| 360 Financial, Inc. | 22,503 | $300.0K | 0.20% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 22,274 | $297.0K | 0.01% | +22,274 | New |
| The PNC Financial Services Group, Inc. | 22,144 | $296.0K | 0.00% | +244+1.1% | Added |
| Prospera Financial Services Inc | 22,084 | $295.0K | 0.02% | +18,884+590.1% | Added |
| Afg Fiduciary Services Limited Partnership | 22,000 | $293.0K | 0.28% | +22,000 | New |
| State Board of Administration of Florida Retirement System | 21,660 | $289.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 20,667 | $276.0K | 0.00% | −926−4.3% | Reduced |
| Virtu Financial LLC | 20,225 | $270.0K | 0.02% | +20,225 | New |
| swisspartners Ltd. | 20,000 | $267.0K | 0.28% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,305 | $258.0K | 0.02% | −150−0.8% | Reduced |
| Vident Investment Advisory, LLC | 19,543 | $256.0K | 0.01% | +668+3.5% | Added |
| 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 |
| Engineers Gate Manager LP | 18,484 | $247.0K | 0.02% | +18,484 | New |
| Panagora Asset Management Inc | 17,882 | $239.0K | 0.00% | +17,882 | New |
| AQR Capital Management LLC | 17,314 | $231.0K | 0.00% | +17,314 | New |
| Arizona State Retirement System | 16,763 | $224.0K | 0.00% | +130+0.8% | Added |
| ProShare Advisors LLC | 15,887 | $212.0K | 0.00% | −305−1.9% | Reduced |
| Scholtz & Company, LLC | 15,225 | $204.0K | 0.15% | +15,225 | New |
| Y-Intercept (Hong Kong) Ltd | 15,164 | $202.3K | 0.02% | +15,164 | 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 |
| Victory Capital Management Inc | 14,885 | $199.0K | 0.00% | +14,885 | New |
| Prudential Financial Inc | 13,735 | $184.0K | 0.00% | +13,735 | New |
| Atria Wealth Solutions, Inc. | 13,767 | $183.7K | 0.00% | +1,281+10.3% | Added |
| 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 |
| Syquant Capital SAS | 12,000 | $160.0K | 0.10% | +12,000 | New |
| Wealthspire Advisors, LLC | 11,717 | $156.0K | 0.00% | +1,635+16.2% | Added |
| State of Wisconsin Investment Board | 11,589 | $155.0K | 0.00% | −3,216−21.7% | Reduced |
| MML Investors Services, LLC | 10,995 | $147.0K | 0.00% | −614−5.3% | Reduced |
| 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 |
| Polar Capital Holdings Plc | 10,250 | $137.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,173 | $136.0K | 0.00% | +171+1.7% | Added |
| IFP Advisors, Inc | 5,000 | $134.0K | 0.00% | +1,400+38.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,446 | $126.0K | 0.05% | +9,446 | New |
| Metropolitan Life Insurance Co | 8,932 | $119.2K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,460 | $113.0K | 0.00% | +8,460 | New |
| CKW Financial Group | 8,389 | $112.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,385 | $99.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7,170 | $96.0K | 0.00% | −1,650−18.7% | Reduced |
| FMR LLC | 7,164 | $95.0K | 0.00% | +3,714+107.7% | 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 |
| Nisa Investment Advisors, LLC | 5,386 | $73.0K | 0.00% | +103+1.9% | Added |
| Canada Pension Plan Investment Board | 3,300 | $44.0K | 0.00% | +3,300 | New |
| Trustcore Financial Services, LLC | 3,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,431 | $32.0K | 0.00% | −60−2.4% | Reduced |
| US Bancorp | 1,472 | $20.0K | 0.00% | +72+5.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,415 | $18.9K | 0.00% | −250−15.0% | Reduced |
| Wolverine Asset Management LLC | 1,101 | $14.0K | 0.00% | +1,101 | New |
| Quadrant Capital Group LLC | 940 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 880 | $12.0K | 0.00% | +120+15.8% | Added |
| Allworth Financial LP | 815 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |