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, Q4 2022
Institutional positions in Stem, Inc. as of Dec 31, 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
- 235
- +16 vs. Q3 2022
- Shares held
- 91.6M
- +9.25M (+11.2%) vs. Q3 2022
- Total value
- $819.1M
- −$279.7M (−25.5%) vs. Q3 2022
- New holders
- 51
- 76 more added
- Sold out
- 35
- 69 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,642,662 | $122.0M | 0.00% | +11,584+0.1% | Added |
| BlackRock Inc. | 9,202,290 | $82.3M | 0.00% | +298,007+3.3% | Added |
| Schroder Investment Management Group | 6,111,511 | $54.6M | 0.09% | +3,033,830+98.6% | Added |
| Electron Capital Partners, LLC | 4,839,271 | $43.3M | 1.93% | −93,174−1.9% | Reduced |
| State Street Corp | 3,059,050 | $27.3M | 0.00% | +19,182+0.6% | Added |
| Geode Capital Management, LLC | 2,564,279 | $22.9M | 0.00% | +90,627+3.7% | Added |
| Encompass Capital Advisors LLC | 2,483,811 | $22.2M | 1.22% | −16,189−0.6% | Reduced |
| Wellington Management Group LLP | 2,292,190 | $20.5M | 0.00% | +993,051+76.4% | Added |
| Alkeon Capital Management LLC | 2,198,450 | $19.7M | 0.15% | −342,506−13.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 2,197,157 | $19.6M | 0.29% | +706,421+47.4% | Added |
| Van Eck Associates Corp | 1,716,516 | $15.3M | 0.04% | +523,790+43.9% | Added |
| Erste Asset Management GmbH | 1,593,946 | $14.1M | 0.30% | +220,037+16.0% | Added |
| HITE Hedge Asset Management LLC | 1,491,402 | $13.3M | 1.10% | +318,585+27.2% | Added |
| Summit Partners Public Asset Management, LLC | 1,437,780 | $12.9M | 0.94% | +1,097,804+322.9% | Added |
| Invesco Ltd. | 1,364,105 | $12.2M | 0.00% | −279,446−17.0% | Reduced |
| Nuveen Asset Management, LLC | 1,327,175 | $11.9M | 0.00% | −84,584−6.0% | Reduced |
| Barclays PLC | 1,324,402 | $11.8M | 0.01% | +11,434+0.9% | Added |
| CIBC Private Wealth Group, LLC | 1,279,115 | $11.4M | 0.04% | +268,591+26.6% | Added |
| Janus Henderson Group PLC | 1,268,895 | $11.3M | 0.01% | −16,513−1.3% | Reduced |
| Northern Trust Corp | 1,259,651 | $11.3M | 0.00% | +1,757+0.1% | Added |
| Gilder Gagnon Howe & Co LLC | 1,218,095 | $10.9M | 0.20% | +368,160+43.3% | Added |
| William Blair Investment Management, LLC | 1,208,318 | $10.8M | 0.04% | +9,533+0.8% | Added |
| Decade Renewable Partners LP | 1,110,300 | $9.93M | 3.71% | +1,110,300 | New |
| Charles Schwab Investment Management Inc | 1,077,359 | $9.63M | 0.00% | +27,827+2.7% | Added |
| Millennium Management LLC | 1,040,895 | $9.31M | 0.01% | +1,040,895 | New |
| First Trust Advisors LP | 969,247 | $8.66M | 0.01% | −155,725−13.8% | Reduced |
| Morgan Stanley | 958,675 | $8.57M | 0.00% | −3,095−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 868,876 | $7.77M | 1.05% | +48,655+5.9% | Added |
| Alps Advisors Inc | 832,553 | $7.44M | 0.07% | −126,196−13.2% | Reduced |
| Point72 Asset Management, L.P. | 824,400 | $7.37M | 0.03% | +61,406+8.0% | Added |
| Ardsley Advisory Partners LP | 820,000 | $7.33M | 1.86% | +295,000+56.2% | Added |
| Wells Fargo & Company | 761,172 | $6.80M | 0.00% | +89,923+13.4% | Added |
| Bank of New York Mellon Corp | 751,794 | $6.72M | 0.00% | −3,813−0.5% | Reduced |
| Two Sigma Investments, LP | 723,010 | $6.46M | 0.02% | +152,261+26.7% | Added |
| Deutsche Bank AG | 687,566 | $6.15M | 0.00% | +14,414+2.1% | Added |
| Goldman Sachs Group Inc | 618,340 | $5.53M | 0.00% | −146,685−19.2% | Reduced |
| Alliancebernstein L.P. | 583,195 | $5.21M | 0.00% | +382,569+190.7% | Added |
| Royal Bank of Canada | 566,105 | $5.06M | 0.00% | +64,864+12.9% | Added |
| G2 Investment Partners Management LLC | 551,000 | $4.93M | 1.46% | −35,735−6.1% | Reduced |
| Telemark Asset Management, LLC | 550,000 | $4.92M | 0.75% | +200,000+57.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 512,060 | $4.58M | 0.03% | +512,060 | New |
| Bank of America Corp | 471,334 | $4.21M | 0.00% | +251,060+114.0% | Added |
| Allspring Global Investments Holdings, LLC | 385,334 | $3.44M | 0.01% | +28,140+7.9% | Added |
| Amundi | 348,500 | $3.16M | 0.00% | −23,905−6.4% | Reduced |
| Citadel Advisors LLC | 352,945 | $3.16M | 0.00% | −624,753−63.9% | Reduced |
| Nomura Holdings Inc | 350,292 | $3.13M | 0.03% | +3,017+0.9% | Added |
| Baird Financial Group, Inc. | 311,850 | $2.79M | 0.01% | −11,375−3.5% | Reduced |
| E. Ohman J:or Asset Management AB | 310,900 | $2.78M | 0.12% | +257,900+486.6% | Added |
| JPMorgan Chase & Co | 306,729 | $2.74M | 0.00% | +36,058+13.3% | Added |
| Arosa Capital Management LP | 301,300 | $2.69M | 0.82% | +51,300+20.5% | Added |
| Clear Sky Advisers, LLC | 300,000 | $2.68M | 1.20% | +205,000+215.8% | Added |
| Twinbeech Capital LP | 281,410 | $2.52M | 0.05% | +188,193+201.9% | Added |
| Squarepoint Ops LLC | 277,584 | $2.48M | 0.02% | −61,680−18.2% | Reduced |
| Nicola Wealth Management Ltd. | 275,000 | $2.46M | 0.25% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 249,451 | $2.24M | 0.04% | +249,451 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 250,279 | $2.24M | 0.00% | +250,279 | New |
| Voloridge Investment Management, LLC | 239,490 | $2.14M | 0.01% | +178,662+293.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 232,857 | $2.08M | 0.01% | +106,432+84.2% | Added |
| Trexquant Investment LP | 229,694 | $2.05M | 0.06% | −445,087−66.0% | Reduced |
| Cubist Systematic Strategies, LLC | 225,166 | $2.01M | 0.02% | +154,379+218.1% | Added |
| Essex Investment Management Co LLC | 224,216 | $2.00M | 0.31% | +160,442+251.6% | Added |
| Cushing Asset Management, LP | 219,312 | $1.96M | 0.19% | +28,650+15.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 218,046 | $1.95M | 0.01% | +11,429+5.5% | Added |
| Tiedemann Advisors, LLC | 217,940 | $1.95M | 0.09% | 00.0% | Unchanged |
| TT International Asset Management LTD | 206,569 | $1.85M | 0.18% | +64,247+45.1% | Added |
| Rhumbline Advisers | 196,687 | $1.76M | 0.00% | +5,014+2.6% | Added |
| Boothbay Fund Management, LLC | 190,578 | $1.70M | 0.05% | +77,506+68.5% | Added |
| Burleson & Company, LLC | 153,585 | $1.37M | 0.34% | −546,477−78.1% | Reduced |
| Swiss National Bank | 149,000 | $1.33M | 0.00% | +2,700+1.8% | Added |
| Balyasny Asset Management LLC | 142,443 | $1.27M | 0.00% | +101,819+250.6% | Added |
| Ulland Investment Advisors, LLC | 136,140 | $1.22M | 1.45% | −1,605−1.2% | Reduced |
| UBS Group AG | 127,638 | $1.14M | 0.00% | +79,554+165.4% | Added |
| Insight Wealth Strategies, LLC | 124,027 | $1.11M | 0.21% | +124,027 | New |
| UBS Asset Management Americas Inc | 114,265 | $1.02M | 0.00% | +18,928+19.9% | Added |
| Vontobel Holding Ltd. | 114,060 | $1.02M | 0.01% | +114,060 | New |
| Captrust Financial Advisors | 112,936 | $1.01M | 0.01% | −14,955−11.7% | Reduced |
| California State Teachers Retirement System | 111,141 | $993.6K | 0.00% | +1,141+1.0% | Added |
| Legal & General Group Plc | 107,667 | $962.6K | 0.00% | +406+0.4% | Added |
| New York State Common Retirement Fund | 101,229 | $905.0K | 0.00% | −340.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 101,088 | $904.0K | 0.01% | +64,300+174.8% | Added |
| Rockefeller Capital Management L.P. | 100,895 | $902.0K | 0.00% | +21,390+26.9% | Added |
| Aquatic Capital Management LLC | 76,900 | $689.0K | 0.05% | +76,900 | New |
| MetLife Investment Management | 76,958 | $688.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 73,093 | $653.5K | 0.05% | +73,093 | New |
| Parallax Volatility Advisers, L.P. | 73,004 | $652.7K | 0.02% | +37,289+104.4% | Added |
| LPL Financial LLC | 69,346 | $620.0K | 0.00% | −939−1.3% | Reduced |
| Cetera Investment Advisers | 68,410 | $611.6K | 0.01% | −5,571−7.5% | Reduced |
| American International Group, Inc. | 68,178 | $609.5K | 0.00% | −248−0.4% | Reduced |
| ETF Managers Group, LLC | 64,583 | $577.4K | 0.03% | +2,350+3.8% | Added |
| Credit Suisse AG | 61,095 | $546.2K | 0.00% | −2,557−4.0% | Reduced |
| Price T Rowe Associates Inc | 60,003 | $536.0K | 0.00% | −3,327−5.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,275 | $521.0K | 0.00% | −1,452−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 57,884 | $517.5K | 0.00% | +3,031+5.5% | Added |
| Seven Eight Capital, LP | 57,708 | $515.9K | 0.13% | +57,708 | New |
| Engineers Gate Manager LP | 55,115 | $492.7K | 0.03% | +36,631+198.2% | Added |
| Voya Investment Management LLC | 55,110 | $492.7K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 53,649 | $479.6K | 0.02% | +801+1.5% | Added |
| Gsa Capital Partners LLP | 51,532 | $461.0K | 0.06% | −11,059−17.7% | Reduced |
| Commonwealth Equity Services, LLC | 51,031 | $456.0K | 0.00% | −6,993−12.1% | Reduced |
| Jane Street Group, LLC | 49,891 | $446.0K | 0.00% | −294,323−85.5% | Reduced |