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, Q1 2023
Institutional positions in Stem, Inc. as of Mar 31, 2023. 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
- 228
- −3 vs. Q4 2022
- Shares held
- 98.4M
- +6.91M (+7.6%) vs. Q4 2022
- Total value
- $547.9M
- −$269.6M (−33.0%) vs. Q4 2022
- New holders
- 44
- 91 more added
- Sold out
- 47
- 58 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 224 | $380.9M |
| Q3 2023 | 227 | $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 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,776,511 | $78.1M | 0.00% | +133,849+1.0% | Added |
| BlackRock Inc. | 9,306,475 | $52.8M | 0.00% | +104,185+1.1% | Added |
| Schroder Investment Management Group | 7,969,816 | $45.2M | 0.07% | +1,858,305+30.4% | Added |
| Wellington Management Group LLP | 4,295,030 | $24.4M | 0.00% | +2,002,840+87.4% | Added |
| Citadel Advisors LLC | 3,788,292 | $21.5M | 0.02% | +3,435,347+973.3% | Added |
| State Street Corp | 3,095,630 | $17.6M | 0.00% | +36,580+1.2% | Added |
| Geode Capital Management, LLC | 2,681,870 | $15.2M | 0.00% | +117,591+4.6% | Added |
| Encompass Capital Advisors LLC | 2,208,815 | $12.5M | 0.76% | −274,996−11.1% | Reduced |
| Invesco Ltd. | 2,078,623 | $11.8M | 0.00% | +714,518+52.4% | Added |
| Alkeon Capital Management LLC | 1,983,881 | $11.2M | 0.07% | −214,569−9.8% | Reduced |
| Van Eck Associates Corp | 1,714,976 | $9.72M | 0.02% | −1,540−0.1% | Reduced |
| Erste Asset Management GmbH | 1,702,916 | $9.37M | 0.18% | +108,970+6.8% | Added |
| Morgan Stanley | 1,627,035 | $9.23M | 0.00% | +668,360+69.7% | Added |
| William Blair Investment Management, LLC | 1,591,879 | $9.03M | 0.03% | +383,561+31.7% | Added |
| Two Sigma Investments, LP | 1,414,529 | $8.02M | 0.02% | +691,519+95.6% | Added |
| Millennium Management LLC | 1,357,276 | $7.70M | 0.01% | +316,381+30.4% | Added |
| Ardsley Advisory Partners LP | 1,330,000 | $7.54M | 1.66% | +510,000+62.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,310,563 | $7.43M | 0.11% | −886,594−40.4% | Reduced |
| Janus Henderson Group PLC | 1,283,579 | $7.28M | 0.00% | +14,684+1.2% | Added |
| Northern Trust Corp | 1,259,415 | $7.14M | 0.00% | −2360.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,079,955 | $6.12M | 0.00% | +2,596+0.2% | Added |
| Barclays PLC | 1,046,463 | $5.93M | 0.01% | −277,939−21.0% | Reduced |
| First Trust Advisors LP | 930,674 | $5.28M | 0.01% | −38,573−4.0% | Reduced |
| HITE Hedge Asset Management LLC | 921,807 | $5.23M | 0.39% | −569,595−38.2% | Reduced |
| Decade Renewable Partners LP | 908,200 | $5.15M | 1.88% | −202,100−18.2% | Reduced |
| Swedbank AB | 818,800 | $4.64M | 0.01% | +818,800 | New |
| Levin Capital Strategies, L.P. | 813,179 | $4.61M | 0.58% | −55,697−6.4% | Reduced |
| Norges Bank | 798,857 | $4.53M | 0.00% | +766,552+2,372.9% | Added |
| Wells Fargo & Company | 788,644 | $4.47M | 0.00% | +27,472+3.6% | Added |
| Qube Research & Technologies Ltd | 766,608 | $4.35M | 0.02% | +766,608 | New |
| Goldman Sachs Group Inc | 714,552 | $4.05M | 0.00% | +96,212+15.6% | Added |
| Bank of America Corp | 666,534 | $3.78M | 0.00% | +195,200+41.4% | Added |
| FMR LLC | 664,055 | $3.77M | 0.00% | +656,957+9,255.5% | Added |
| Alps Advisors Inc | 656,869 | $3.72M | 0.03% | −175,684−21.1% | Reduced |
| Deutsche Bank AG | 655,636 | $3.72M | 0.00% | −31,930−4.6% | Reduced |
| Cohen & Steers, Inc. | 637,750 | $3.62M | 0.01% | +637,750 | New |
| Squarepoint Ops LLC | 590,067 | $3.35M | 0.02% | +312,483+112.6% | Added |
| Royal Bank of Canada | 565,819 | $3.21M | 0.00% | −286−0.1% | Reduced |
| Vontobel Holding Ltd. | 557,269 | $3.16M | 0.03% | +443,209+388.6% | Added |
| Rockefeller Capital Management L.P. | 556,102 | $3.15M | 0.01% | +455,207+451.2% | Added |
| Autonomy Capital (Jersey) L.P. | 550,000 | $3.12M | 4.44% | +507,593+1,197.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 545,752 | $3.09M | 0.02% | +33,692+6.6% | Added |
| AnglePoint Asset Management Ltd | 537,000 | $3.04M | 3.26% | +537,000 | New |
| Susquehanna International Group, LLP | 529,835 | $3.00M | 0.00% | +481,423+994.4% | Added |
| E. Ohman J:or Asset Management AB | 515,200 | $2.92M | 0.11% | +204,300+65.7% | Added |
| Bank of New York Mellon Corp | 510,186 | $2.89M | 0.00% | −241,608−32.1% | Reduced |
| Nicola Wealth Management Ltd. | 500,000 | $2.83M | 0.28% | +225,000+81.8% | Added |
| Nuveen Asset Management, LLC | 476,846 | $2.70M | 0.00% | −850,329−64.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 450,000 | $2.55M | 0.42% | +450,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 444,392 | $2.52M | 0.01% | +211,535+90.8% | Added |
| Credit Suisse AG | 426,392 | $2.42M | 0.00% | +365,297+597.9% | Added |
| Swiss Life Asset Management Ltd | 399,055 | $2.26M | 0.03% | +149,604+60.0% | Added |
| Jump Financial, LLC | 384,785 | $2.18M | 0.09% | +368,843+2,313.7% | Added |
| Point72 Asset Management, L.P. | 379,123 | $2.15M | 0.01% | −445,277−54.0% | Reduced |
| Rock Point Advisors, LLC | 367,000 | $2.08M | 0.71% | +367,000 | New |
| Mizuho Markets Cayman LP | 316,000 | $1.79M | 0.08% | +316,000 | New |
| Mizuho Markets Americas LLC | 316,000 | $1.79M | 0.08% | +316,000 | New |
| Amundi | 348,500 | $1.70M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 288,805 | $1.64M | 0.00% | −23,045−7.4% | Reduced |
| Tudor Investment Corp Et Al | 282,475 | $1.60M | 0.03% | +282,475 | New |
| UBS Group AG | 268,778 | $1.52M | 0.00% | +141,140+110.6% | Added |
| Arosa Capital Management LP | 259,166 | $1.47M | 0.45% | −42,134−14.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 222,575 | $1.26M | 0.00% | +4,529+2.1% | Added |
| Tiedemann Advisors, LLC | 217,940 | $1.24M | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 215,722 | $1.22M | 0.00% | −169,612−44.0% | Reduced |
| Rhumbline Advisers | 208,012 | $1.18M | 0.00% | +11,325+5.8% | Added |
| Nomura Holdings Inc | 201,972 | $1.15M | 0.01% | −148,320−42.3% | Reduced |
| Blackstone Group Inc. | 200,000 | $1.13M | 0.00% | +200,000 | New |
| JPMorgan Chase & Co | 195,100 | $1.11M | 0.00% | −111,629−36.4% | Reduced |
| Yaupon Capital Management LP | 189,110 | $1.07M | 0.17% | +172,310+1,025.7% | Added |
| Voloridge Investment Management, LLC | 184,916 | $1.05M | 0.01% | −54,574−22.8% | Reduced |
| Segantii Capital Management Ltd | 168,400 | $954.8K | 0.04% | +168,400 | New |
| Alliancebernstein L.P. | 166,412 | $943.6K | 0.00% | −416,783−71.5% | Reduced |
| Seven Eight Capital, LP | 162,815 | $923.2K | 0.19% | +105,107+182.1% | Added |
| Insight Wealth Strategies, LLC | 152,855 | $866.7K | 0.17% | +28,828+23.2% | Added |
| Jane Street Group, LLC | 147,664 | $837.3K | 0.00% | +97,773+196.0% | Added |
| Swiss National Bank | 133,400 | $756.4K | 0.00% | −15,600−10.5% | Reduced |
| Captrust Financial Advisors | 130,805 | $741.7K | 0.00% | +17,869+15.8% | Added |
| Teachers Retirement System of the State of Kentucky | 125,730 | $713.0K | 0.01% | +24,642+24.4% | Added |
| Symmetry Investments LP | 110,900 | $628.8K | 0.30% | +110,900 | New |
| Legal & General Group Plc | 108,804 | $616.7K | 0.00% | +1,137+1.1% | Added |
| California State Teachers Retirement System | 107,873 | $611.6K | 0.00% | −3,268−2.9% | Reduced |
| Cushing Asset Management, LP | 100,000 | $567.0K | 0.06% | −119,312−54.4% | Reduced |
| Axq Capital, LP | 93,500 | $530.1K | 0.21% | +93,500 | New |
| UBS Asset Management Americas Inc | 88,268 | $500.5K | 0.00% | −25,997−22.8% | Reduced |
| Citigroup Inc | 86,018 | $487.7K | 0.00% | +58,798+216.0% | Added |
| Quadrature Capital Ltd | 83,246 | $472.0K | 0.01% | +83,246 | New |
| Ulland Investment Advisors, LLC | 81,995 | $465.0K | 0.55% | −54,145−39.8% | Reduced |
| Simplex Trading, LLC | 78,670 | $446.0K | 0.02% | +78,670 | New |
| MetLife Investment Management | 76,958 | $436.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 76,548 | $434.0K | 0.00% | −24,681−24.4% | Reduced |
| LPL Financial LLC | 76,411 | $433.3K | 0.00% | +7,065+10.2% | Added |
| National Bank of Canada | 72,235 | $425.1K | 0.00% | +65,065+907.5% | Added |
| Cetera Investment Advisers | 72,260 | $409.7K | 0.00% | +3,850+5.6% | Added |
| Raymond James & Associates | 71,429 | $405.0K | 0.00% | +48,718+214.5% | Added |
| Gsa Capital Partners LLP | 70,734 | $401.0K | 0.04% | +19,202+37.3% | Added |
| American International Group, Inc. | 69,562 | $394.4K | 0.00% | +1,384+2.0% | Added |
| Price T Rowe Associates Inc | 68,344 | $388.0K | 0.00% | +8,341+13.9% | Added |
| ETF Managers Group, LLC | 65,561 | $371.7K | 0.01% | +978+1.5% | Added |
| Advisory Services Network, LLC | 65,244 | $369.9K | 0.01% | +29,220+81.1% | Added |