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 |
|---|---|---|---|---|---|
| Emfo, LLC | 19,140 | $171.1K | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 19,815 | $177.1K | 0.02% | +690+3.6% | Added |
| Los Angeles Capital Management LLC | 19,875 | $177.7K | 0.00% | −14,597−42.3% | Reduced |
| swisspartners Ltd. | 20,000 | $178.8K | 0.23% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,012 | $187.8K | 0.00% | −12,006−36.4% | Reduced |
| The PNC Financial Services Group, Inc. | 22,130 | $197.8K | 0.00% | −14−0.1% | Reduced |
| National Asset Management, Inc. | 22,555 | $201.6K | 0.01% | −8,885−28.3% | Reduced |
| Raymond James & Associates | 22,711 | $203.0K | 0.00% | −10,960−32.6% | Reduced |
| Amalgamated Bank | 22,870 | $204.0K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 23,611 | $211.1K | 0.05% | −60,660−72.0% | Reduced |
| State Board of Administration of Florida Retirement System | 24,120 | $215.6K | 0.00% | +2,460+11.4% | Added |
| Prospera Financial Services Inc | 24,186 | $216.2K | 0.01% | +2,102+9.5% | Added |
| Advisor Group Holdings, Inc. | 24,701 | $220.8K | 0.00% | −2,936−10.6% | Reduced |
| Clear Harbor Asset Management, LLC | 26,462 | $236.6K | 0.03% | −1,950−6.9% | Reduced |
| Aigen Investment Management, LP | 26,500 | $236.9K | 0.03% | +26,500 | New |
| Citigroup Inc | 27,220 | $243.3K | 0.00% | −5,688−17.3% | Reduced |
| Waratah Capital Advisors Ltd. | 27,532 | $246.1K | 0.02% | −128,050−82.3% | Reduced |
| J.W. Cole Advisors, Inc. | 29,880 | $267.1K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 30,504 | $272.7K | 0.00% | +30,504 | New |
| Highland Capital Management Fund Advisors, L.P. | 32,000 | $286.1K | 0.02% | +32,000 | New |
| Norges Bank | 32,305 | $288.8K | 0.00% | −349,810−91.5% | Reduced |
| DekaBank Deutsche Girozentrale | 33,800 | $294.0K | 0.00% | +33,800 | New |
| 360 Financial, Inc. | 22,503 | $300.2K | 0.20% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 36,024 | $322.1K | 0.01% | +7,720+27.3% | Added |
| Strategic Vision Investment Ltd | 38,307 | $342.5K | 0.22% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 38,473 | $343.9K | 0.01% | +536+1.4% | Added |
| Harbour Capital Advisors, LLC | 40,705 | $344.0K | 0.12% | +40,705 | New |
| Oppenheimer & Co Inc | 41,824 | $373.9K | 0.01% | −673−1.6% | Reduced |
| Autonomy Capital (Jersey) L.P. | 42,407 | $379.1K | 0.62% | +42,407 | New |
| Altrafin AG | 42,717 | $381.9K | 0.22% | −12,495−22.6% | Reduced |
| HighTower Advisors, LLC | 43,318 | $386.0K | 0.00% | −1,497−3.3% | Reduced |
| Prelude Capital Management, LLC | 46,978 | $420.0K | 0.03% | +46,978 | New |
| D. E. Shaw & Co., Inc. | 47,430 | $424.0K | 0.00% | −15,838−25.0% | Reduced |
| Susquehanna International Group, LLP | 48,412 | $432.8K | 0.00% | −50,160−50.9% | Reduced |
| Foundations Investment Advisors, LLC | 48,697 | $435.4K | 0.02% | −23,263−32.3% | Reduced |
| Jane Street Group, LLC | 49,891 | $446.0K | 0.00% | −294,323−85.5% | Reduced |
| Commonwealth Equity Services, LLC | 51,031 | $456.0K | 0.00% | −6,993−12.1% | Reduced |
| Gsa Capital Partners LLP | 51,532 | $461.0K | 0.06% | −11,059−17.7% | Reduced |
| Flputnam Investment Management Co | 53,649 | $479.6K | 0.02% | +801+1.5% | Added |
| Voya Investment Management LLC | 55,110 | $492.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 55,115 | $492.7K | 0.03% | +36,631+198.2% | Added |
| Seven Eight Capital, LP | 57,708 | $515.9K | 0.13% | +57,708 | New |
| Manufacturers Life Insurance Company, The | 57,884 | $517.5K | 0.00% | +3,031+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,275 | $521.0K | 0.00% | −1,452−2.4% | Reduced |
| Price T Rowe Associates Inc | 60,003 | $536.0K | 0.00% | −3,327−5.3% | Reduced |
| Credit Suisse AG | 61,095 | $546.2K | 0.00% | −2,557−4.0% | Reduced |
| ETF Managers Group, LLC | 64,583 | $577.4K | 0.03% | +2,350+3.8% | Added |
| American International Group, Inc. | 68,178 | $609.5K | 0.00% | −248−0.4% | Reduced |
| Cetera Investment Advisers | 68,410 | $611.6K | 0.01% | −5,571−7.5% | Reduced |
| LPL Financial LLC | 69,346 | $620.0K | 0.00% | −939−1.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 73,004 | $652.7K | 0.02% | +37,289+104.4% | Added |
| Quantbot Technologies LP | 73,093 | $653.5K | 0.05% | +73,093 | New |
| MetLife Investment Management | 76,958 | $688.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 76,900 | $689.0K | 0.05% | +76,900 | New |
| Rockefeller Capital Management L.P. | 100,895 | $902.0K | 0.00% | +21,390+26.9% | Added |
| Teachers Retirement System of the State of Kentucky | 101,088 | $904.0K | 0.01% | +64,300+174.8% | Added |
| New York State Common Retirement Fund | 101,229 | $905.0K | 0.00% | −340.0% | Reduced |
| Legal & General Group Plc | 107,667 | $962.6K | 0.00% | +406+0.4% | Added |
| California State Teachers Retirement System | 111,141 | $993.6K | 0.00% | +1,141+1.0% | Added |
| Captrust Financial Advisors | 112,936 | $1.01M | 0.01% | −14,955−11.7% | Reduced |
| Vontobel Holding Ltd. | 114,060 | $1.02M | 0.01% | +114,060 | New |
| UBS Asset Management Americas Inc | 114,265 | $1.02M | 0.00% | +18,928+19.9% | Added |
| Insight Wealth Strategies, LLC | 124,027 | $1.11M | 0.21% | +124,027 | New |
| UBS Group AG | 127,638 | $1.14M | 0.00% | +79,554+165.4% | Added |
| Ulland Investment Advisors, LLC | 136,140 | $1.22M | 1.45% | −1,605−1.2% | Reduced |
| Balyasny Asset Management LLC | 142,443 | $1.27M | 0.00% | +101,819+250.6% | Added |
| Swiss National Bank | 149,000 | $1.33M | 0.00% | +2,700+1.8% | Added |
| Burleson & Company, LLC | 153,585 | $1.37M | 0.34% | −546,477−78.1% | Reduced |
| Boothbay Fund Management, LLC | 190,578 | $1.70M | 0.06% | +77,506+68.5% | Added |
| Rhumbline Advisers | 196,687 | $1.76M | 0.00% | +5,014+2.6% | Added |
| TT International Asset Management LTD | 206,569 | $1.85M | 0.18% | +64,247+45.1% | Added |
| Tiedemann Advisors, LLC | 217,940 | $1.95M | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 218,046 | $1.95M | 0.01% | +11,429+5.5% | Added |
| Cushing Asset Management, LP | 219,312 | $1.96M | 0.19% | +28,650+15.0% | Added |
| Essex Investment Management Co LLC | 224,216 | $2.00M | 0.31% | +160,442+251.6% | Added |
| Cubist Systematic Strategies, LLC | 225,166 | $2.01M | 0.02% | +154,379+218.1% | Added |
| Trexquant Investment LP | 229,694 | $2.05M | 0.06% | −445,087−66.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 232,857 | $2.08M | 0.01% | +106,432+84.2% | Added |
| Voloridge Investment Management, LLC | 239,490 | $2.14M | 0.01% | +178,662+293.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 250,279 | $2.24M | 0.00% | +250,279 | New |
| Swiss Life Asset Management Ltd | 249,451 | $2.24M | 0.04% | +249,451 | New |
| Nicola Wealth Management Ltd. | 275,000 | $2.46M | 0.25% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 277,584 | $2.48M | 0.02% | −61,680−18.2% | Reduced |
| Twinbeech Capital LP | 281,410 | $2.52M | 0.05% | +188,193+201.9% | Added |
| Clear Sky Advisers, LLC | 300,000 | $2.68M | 1.20% | +205,000+215.8% | Added |
| Arosa Capital Management LP | 301,300 | $2.69M | 0.82% | +51,300+20.5% | Added |
| JPMorgan Chase & Co | 306,729 | $2.74M | 0.00% | +36,058+13.3% | Added |
| E. Ohman J:or Asset Management AB | 310,900 | $2.78M | 0.12% | +257,900+486.6% | Added |
| Baird Financial Group, Inc. | 311,850 | $2.79M | 0.01% | −11,375−3.5% | Reduced |
| Nomura Holdings Inc | 350,292 | $3.13M | 0.03% | +3,017+0.9% | Added |
| Citadel Advisors LLC | 352,945 | $3.16M | 0.00% | −624,753−63.9% | Reduced |
| Amundi | 348,500 | $3.16M | 0.00% | −23,905−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 385,334 | $3.44M | 0.01% | +28,140+7.9% | Added |
| Bank of America Corp | 471,334 | $4.21M | 0.00% | +251,060+114.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 512,060 | $4.58M | 0.03% | +512,060 | New |
| Telemark Asset Management, LLC | 550,000 | $4.92M | 0.75% | +200,000+57.1% | Added |
| G2 Investment Partners Management LLC | 551,000 | $4.93M | 1.46% | −35,735−6.1% | Reduced |
| Royal Bank of Canada | 566,105 | $5.06M | 0.00% | +64,864+12.9% | Added |
| Alliancebernstein L.P. | 583,195 | $5.21M | 0.00% | +382,569+190.7% | Added |
| Goldman Sachs Group Inc | 618,340 | $5.53M | 0.00% | −146,685−19.2% | Reduced |