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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 500 | $4.47K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 475 | $4.25K | 0.00% | −25−5.0% | Reduced |
| TCI Wealth Advisors, Inc. | 439 | $3.92K | 0.00% | −68−13.4% | Reduced |
| Liberty One Investment Management, LLC | 429 | $3.83K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 420 | $3.75K | 0.00% | +420 | New |
| Bell Investment Advisors, Inc | 409 | $3.66K | 0.00% | +13+3.3% | Added |
| Coppell Advisory Solutions LLC | 400 | $3.58K | 0.00% | +400 | New |
| Coppell Advisory Solutions Corp. | 400 | $3.58K | 0.00% | +400 | New |
| Harbour Investments, Inc. | 340 | $3.04K | 0.00% | +340 | New |
| Dividend Assets Capital, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $2.68K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 300 | $2.68K | 0.00% | +300 | New |
| Belpointe Asset Management LLC | 260 | $2.32K | 0.00% | +260 | New |
| City Holding Co | 250 | $2.23K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 250 | $2.23K | 0.00% | +250 | New |
| Gradient Investments LLC | 237 | $2.12K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $1.95K | 0.00% | +218 | New |
| Accel Wealth Management | 200 | $1.79K | 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 |
| Albion Financial Group | 135 | $1.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| ICA Group Wealth Management, LLC | 100 | $986 | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 100 | $894 | 0.00% | +100 | New |
| Parallel Advisors, LLC | 98 | $876 | 0.00% | +59+151.3% | Added |
| True Wealth Design, LLC | 50 | $447 | 0.00% | +50 | New |
| Accurate Wealth Management, LLC | 49 | $439 | 0.00% | +49 | New |
| Signaturefd, LLC | 40 | $358 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,508 | $76 | 0.00% | +8,508 | New |
| 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 |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −412,424−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −324,951−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −213,255−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −124,896−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −113,584−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −104,066−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −77,463−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,699−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −42,557−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −32,902−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −31,095−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −27,700−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −22,274−100.0% | Sold out |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −17,882−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −17,314−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,164−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,735−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,767−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −11,589−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,995−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |