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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 48,697 | $435.4K | 0.02% | −23,263−32.3% | Reduced |
| Susquehanna International Group, LLP | 48,412 | $432.8K | 0.00% | −50,160−50.9% | Reduced |
| D. E. Shaw & Co., Inc. | 47,430 | $424.0K | 0.00% | −15,838−25.0% | Reduced |
| Prelude Capital Management, LLC | 46,978 | $420.0K | 0.03% | +46,978 | New |
| HighTower Advisors, LLC | 43,318 | $386.0K | 0.00% | −1,497−3.3% | Reduced |
| Altrafin AG | 42,717 | $381.9K | 0.22% | −12,495−22.6% | Reduced |
| Autonomy Capital (Jersey) L.P. | 42,407 | $379.1K | 0.62% | +42,407 | New |
| Oppenheimer & Co Inc | 41,824 | $373.9K | 0.01% | −673−1.6% | Reduced |
| Harbour Capital Advisors, LLC | 40,705 | $344.0K | 0.12% | +40,705 | New |
| Advisors Asset Management, Inc. | 38,473 | $343.9K | 0.01% | +536+1.4% | Added |
| Strategic Vision Investment Ltd | 38,307 | $342.5K | 0.22% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 36,024 | $322.1K | 0.01% | +7,720+27.3% | Added |
| 360 Financial, Inc. | 22,503 | $300.2K | 0.20% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 33,800 | $294.0K | 0.00% | +33,800 | New |
| Norges Bank | 32,305 | $288.8K | 0.00% | −349,810−91.5% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 32,000 | $286.1K | 0.02% | +32,000 | New |
| HB Wealth Management, LLC | 30,504 | $272.7K | 0.00% | +30,504 | New |
| J.W. Cole Advisors, Inc. | 29,880 | $267.1K | 0.02% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 27,532 | $246.1K | 0.02% | −128,050−82.3% | Reduced |
| Citigroup Inc | 27,220 | $243.3K | 0.00% | −5,688−17.3% | Reduced |
| Aigen Investment Management, LP | 26,500 | $236.9K | 0.03% | +26,500 | New |
| Clear Harbor Asset Management, LLC | 26,462 | $236.6K | 0.03% | −1,950−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 24,701 | $220.8K | 0.00% | −2,936−10.6% | Reduced |
| Prospera Financial Services Inc | 24,186 | $216.2K | 0.01% | +2,102+9.5% | Added |
| State Board of Administration of Florida Retirement System | 24,120 | $215.6K | 0.00% | +2,460+11.4% | Added |
| IMC-Chicago, LLC | 23,611 | $211.1K | 0.05% | −60,660−72.0% | Reduced |
| Amalgamated Bank | 22,870 | $204.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 22,711 | $203.0K | 0.00% | −10,960−32.6% | Reduced |
| National Asset Management, Inc. | 22,555 | $201.6K | 0.01% | −8,885−28.3% | Reduced |
| The PNC Financial Services Group, Inc. | 22,130 | $197.8K | 0.00% | −14−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,012 | $187.8K | 0.00% | −12,006−36.4% | Reduced |
| swisspartners Ltd. | 20,000 | $178.8K | 0.23% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 19,875 | $177.7K | 0.00% | −14,597−42.3% | Reduced |
| International Assets Investment Management, LLC | 19,815 | $177.1K | 0.02% | +690+3.6% | Added |
| Emfo, LLC | 19,140 | $171.1K | 0.17% | 00.0% | Unchanged |
| Virtu Financial LLC | 19,108 | $171.0K | 0.02% | −1,117−5.5% | Reduced |
| Man Group plc | 19,076 | $170.5K | 0.00% | −66,973−77.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,600 | $166.3K | 0.00% | +5,800+45.3% | Added |
| ProShare Advisors LLC | 18,546 | $165.8K | 0.00% | +2,659+16.7% | Added |
| Vident Investment Advisory, LLC | 17,876 | $159.8K | 0.01% | −1,667−8.5% | Reduced |
| Arizona State Retirement System | 17,407 | $155.6K | 0.00% | +644+3.8% | Added |
| Principal Financial Group Inc | 17,101 | $152.9K | 0.00% | −3,566−17.3% | Reduced |
| Yaupon Capital Management LP | 16,800 | $150.2K | 0.03% | −233,200−93.3% | Reduced |
| Jump Financial, LLC | 15,942 | $142.5K | 0.01% | −34,852−68.6% | Reduced |
| Wolverine Trading, LLC | 15,891 | $142.0K | 0.00% | +15,891 | New |
| Pathstone Family Office, LLC | 14,154 | $138.5K | 0.00% | +14,154 | New |
| Hall Private Wealth Advisors | 15,034 | $134.4K | 0.08% | +11+0.1% | Added |
| MTM Investment Management, LLC | 15,000 | $134.1K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 14,950 | $133.7K | 0.01% | +14,950 | New |
| Victory Capital Management Inc | 14,878 | $133.0K | 0.00% | −70.0% | Reduced |
| IHT Wealth Management, LLC | 14,790 | $132.2K | 0.01% | −4,515−23.4% | Reduced |
| SEI Investments Co | 14,402 | $128.8K | 0.00% | +3,625+33.6% | Added |
| Kestra Advisory Services, LLC | 14,320 | $128.0K | 0.00% | −13,440−48.4% | Reduced |
| Point72 Middle East FZE | 14,215 | $127.1K | 0.01% | +14,215 | New |
| Scholtz & Company, LLC | 13,600 | $122.0K | 0.09% | −1,625−10.7% | Reduced |
| Bridgefront Capital, LLC | 13,295 | $118.9K | 0.08% | +13,295 | New |
| Ameritas Investment Partners, Inc. | 10,809 | $116.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12,843 | $114.8K | 0.02% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 12,718 | $114.0K | 0.04% | +12,718 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,555 | $112.2K | 0.00% | +5,170+70.0% | Added |
| Shay Capital LLC | 12,500 | $111.8K | 0.07% | +12,500 | New |
| Mariner, LLC | 12,423 | $111.0K | 0.00% | +12,423 | New |
| Cetera Advisors LLC | 12,392 | $110.8K | 0.00% | +12,392 | New |
| Deuterium Capital Management, LLC | 12,000 | $107.3K | 0.32% | −12,000−50.0% | Reduced |
| Syquant Capital SAS | 12,000 | $107.0K | 0.26% | 00.0% | Unchanged |
| LVW Advisors, LLC | 10,755 | $96.2K | 0.02% | +10,755 | New |
| Tokio Marine Asset Management Co Ltd | 10,500 | $93.9K | 0.01% | +10,500 | New |
| Wealthspire Advisors, LLC | 10,082 | $90.1K | 0.00% | −1,635−14.0% | Reduced |
| Janney Montgomery Scott LLC | 10,041 | $90.0K | 0.00% | −132−1.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 9,496 | $84.0K | 0.13% | +50+0.5% | Added |
| Metropolitan Life Insurance Co | 8,932 | $79.9K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $75.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 7,170 | $64.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,098 | $63.5K | 0.00% | −66−0.9% | Reduced |
| IFP Advisors, Inc | 2,100 | $57.0K | 0.00% | −2,900−58.0% | Reduced |
| CSS LLC | 5,913 | $52.9K | 0.00% | +5,913 | New |
| Nisa Investment Advisors, LLC | 5,333 | $48.0K | 0.00% | −53−1.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,545 | $40.6K | 0.02% | −1,332−22.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,900 | $34.9K | 0.00% | +3,900 | New |
| SailingStone Capital Partners LLC | 3,418 | $33.7K | 0.01% | +3,418 | New |
| Tower Research Capital LLC (TRC) | 3,300 | $29.0K | 0.00% | −22,215−87.1% | Reduced |
| CWM, LLC | 3,051 | $27.0K | 0.00% | +620+25.5% | Added |
| Trustcore Financial Services, LLC | 3,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,552 | $22.0K | 0.00% | +2,552 | New |
| Boyd Watterson Asset Management LLC | 1,900 | $17.0K | 0.01% | +1,900 | New |
| Money Concepts Capital Corp | 1,874 | $16.8K | 0.00% | +1,445+336.8% | Added |
| US Bancorp | 1,726 | $15.4K | 0.00% | +254+17.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,415 | $12.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,176 | $10.5K | 0.00% | +572+94.7% | Added |
| Wolverine Asset Management LLC | 1,101 | $9.84K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 940 | $8.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 915 | $8.18K | 0.00% | +100+12.3% | Added |
| Capital Analysts, LLC | 880 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 810 | $7.24K | 0.00% | +810 | New |
| Sandy Spring Bank | 700 | $6.26K | 0.00% | +100+16.7% | Added |
| IAG Wealth Partners, LLC | 700 | $6.26K | 0.00% | +700 | New |
| Geneos Wealth Management Inc. | 670 | $5.99K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 620 | $5.54K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 580 | $5.00K | 0.00% | +580 | New |
| HM Payson & Co | 500 | $4.47K | 0.00% | 00.0% | Unchanged |