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 | $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, 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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $0 | 0.00% | −1−5.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,159 | $0 | 0.00% | +2,159 | New |
| GWM Advisors LLC | 8,508 | $76 | 0.00% | +8,508 | New |
| Signaturefd, LLC | 40 | $358 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 49 | $439 | 0.00% | +49 | New |
| True Wealth Design, LLC | 50 | $447 | 0.00% | +50 | New |
| Parallel Advisors, LLC | 98 | $876 | 0.00% | +59+151.3% | Added |
| Toth Financial Advisory Corp | 100 | $894 | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 100 | $986 | 0.00% | +100 | New |
| Retirement Group, LLC | 162 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $1.21K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 157 | $1.40K | 0.00% | −2−1.3% | Reduced |
| Lindbrook Capital, LLC | 157 | $1.40K | 0.00% | +157 | New |
| Accel Wealth Management | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $1.95K | 0.00% | +218 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 237 | $2.12K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $2.23K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 250 | $2.23K | 0.00% | +250 | New |
| Belpointe Asset Management LLC | 260 | $2.32K | 0.00% | +260 | New |
| PSI Advisors, LLC | 300 | $2.68K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 300 | $2.68K | 0.00% | +300 | New |
| Dividend Assets Capital, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 340 | $3.04K | 0.00% | +340 | New |
| Coppell Advisory Solutions LLC | 400 | $3.58K | 0.00% | +400 | New |
| Coppell Advisory Solutions Corp. | 400 | $3.58K | 0.00% | +400 | New |
| Bell Investment Advisors, Inc | 409 | $3.66K | 0.00% | +13+3.3% | Added |
| Financial Avengers, Inc. | 420 | $3.75K | 0.00% | +420 | New |
| Liberty One Investment Management, LLC | 429 | $3.83K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 439 | $3.92K | 0.00% | −68−13.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 475 | $4.25K | 0.00% | −25−5.0% | Reduced |
| HM Payson & Co | 500 | $4.47K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $4.47K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 580 | $5.00K | 0.00% | +580 | New |
| Mascoma Wealth Management LLC | 620 | $5.54K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 670 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 700 | $6.26K | 0.00% | +100+16.7% | Added |
| IAG Wealth Partners, LLC | 700 | $6.26K | 0.00% | +700 | New |
| CoreCap Advisors, LLC | 810 | $7.24K | 0.00% | +810 | New |
| Capital Analysts, LLC | 880 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 915 | $8.18K | 0.00% | +100+12.3% | Added |
| Quadrant Capital Group LLC | 940 | $8.40K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,101 | $9.84K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,176 | $10.5K | 0.00% | +572+94.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,415 | $12.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,726 | $15.4K | 0.00% | +254+17.3% | Added |
| Money Concepts Capital Corp | 1,874 | $16.8K | 0.00% | +1,445+336.8% | Added |
| Boyd Watterson Asset Management LLC | 1,900 | $17.0K | 0.01% | +1,900 | New |
| Cutler Group LP | 2,552 | $22.0K | 0.00% | +2,552 | New |
| Trustcore Financial Services, LLC | 3,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,051 | $27.0K | 0.00% | +620+25.5% | Added |
| Tower Research Capital LLC (TRC) | 3,300 | $29.0K | 0.00% | −22,215−87.1% | Reduced |
| SailingStone Capital Partners LLC | 3,418 | $33.7K | 0.01% | +3,418 | New |
| U.S. Capital Wealth Advisors, LLC | 3,900 | $34.9K | 0.00% | +3,900 | New |
| Newbridge Financial Services Group, Inc. | 4,545 | $40.6K | 0.02% | −1,332−22.7% | Reduced |
| Nisa Investment Advisors, LLC | 5,333 | $48.0K | 0.00% | −53−1.0% | Reduced |
| CSS LLC | 5,913 | $52.9K | 0.00% | +5,913 | New |
| IFP Advisors, Inc | 2,100 | $57.0K | 0.00% | −2,900−58.0% | Reduced |
| FMR LLC | 7,098 | $63.5K | 0.00% | −66−0.9% | Reduced |
| National Bank of Canada | 7,170 | $64.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $75.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,932 | $79.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9,496 | $84.0K | 0.13% | +50+0.5% | Added |
| Janney Montgomery Scott LLC | 10,041 | $90.0K | 0.00% | −132−1.3% | Reduced |
| Wealthspire Advisors, LLC | 10,082 | $90.1K | 0.00% | −1,635−14.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,500 | $93.9K | 0.01% | +10,500 | New |
| LVW Advisors, LLC | 10,755 | $96.2K | 0.02% | +10,755 | New |
| Syquant Capital SAS | 12,000 | $107.0K | 0.26% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 12,000 | $107.3K | 0.32% | −12,000−50.0% | Reduced |
| Cetera Advisors LLC | 12,392 | $110.8K | 0.00% | +12,392 | New |
| Mariner, LLC | 12,423 | $111.0K | 0.00% | +12,423 | New |
| Shay Capital LLC | 12,500 | $111.8K | 0.07% | +12,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,555 | $112.2K | 0.00% | +5,170+70.0% | Added |
| Alpine Global Management, LLC | 12,718 | $114.0K | 0.04% | +12,718 | New |
| Tortoise Investment Management, LLC | 12,843 | $114.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,809 | $116.2K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,295 | $118.9K | 0.08% | +13,295 | New |
| Scholtz & Company, LLC | 13,600 | $122.0K | 0.09% | −1,625−10.7% | Reduced |
| Point72 Middle East FZE | 14,215 | $127.1K | 0.01% | +14,215 | New |
| Kestra Advisory Services, LLC | 14,320 | $128.0K | 0.00% | −13,440−48.4% | Reduced |
| SEI Investments Co | 14,402 | $128.8K | 0.00% | +3,625+33.6% | Added |
| IHT Wealth Management, LLC | 14,790 | $132.2K | 0.01% | −4,515−23.4% | Reduced |
| Victory Capital Management Inc | 14,878 | $133.0K | 0.00% | −70.0% | Reduced |
| Centiva Capital, LP | 14,950 | $133.7K | 0.01% | +14,950 | New |
| MTM Investment Management, LLC | 15,000 | $134.1K | 0.07% | 00.0% | Unchanged |
| Hall Private Wealth Advisors | 15,034 | $134.4K | 0.08% | +11+0.1% | Added |
| Pathstone Family Office, LLC | 14,154 | $138.5K | 0.00% | +14,154 | New |
| Wolverine Trading, LLC | 15,891 | $142.0K | 0.00% | +15,891 | New |
| Jump Financial, LLC | 15,942 | $142.5K | 0.01% | −34,852−68.6% | Reduced |
| Yaupon Capital Management LP | 16,800 | $150.2K | 0.03% | −233,200−93.3% | Reduced |
| Principal Financial Group Inc | 17,101 | $152.9K | 0.00% | −3,566−17.3% | Reduced |
| Arizona State Retirement System | 17,407 | $155.6K | 0.00% | +644+3.8% | Added |
| Vident Investment Advisory, LLC | 17,876 | $159.8K | 0.01% | −1,667−8.5% | Reduced |
| ProShare Advisors LLC | 18,546 | $165.8K | 0.00% | +2,659+16.7% | Added |
| Schonfeld Strategic Advisors LLC | 18,600 | $166.3K | 0.00% | +5,800+45.3% | Added |
| Man Group plc | 19,076 | $170.5K | 0.00% | −66,973−77.8% | Reduced |
| Virtu Financial LLC | 19,108 | $171.0K | 0.02% | −1,117−5.5% | Reduced |