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 | 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, 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 |
|---|---|---|---|---|---|
| Cutler Group LP | 106 | $0 | 0.00% | −2,446−95.8% | Reduced |
| Covestor Ltd | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16 | $91 | 0.00% | −924−98.3% | Reduced |
| Harbour Investments, Inc. | 45 | $255 | 0.00% | −295−86.8% | Reduced |
| Signaturefd, LLC | 52 | $295 | 0.00% | +12+30.0% | Added |
| Missouri Trust & Investment Co | 55 | $312 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $561 | 0.00% | +1+1.0% | Added |
| Atlantic Trust, LLC | 100 | $567 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $567 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 122 | $692 | 0.00% | +122 | New |
| Albion Financial Group | 135 | $766 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 195 | $1.10K | 0.00% | +195 | New |
| Bell Investment Advisors, Inc | 232 | $1.32K | 0.00% | −177−43.3% | Reduced |
| Gradient Investments LLC | 237 | $1.34K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 242 | $1.37K | 0.00% | +242 | New |
| City Holding Co | 250 | $1.42K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 260 | $1.47K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $1.70K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 312 | $2.00K | 0.00% | +150+92.6% | Added |
| Stone House Investment Management, LLC | 379 | $2.15K | 0.00% | +379 | New |
| Financial Avengers, Inc. | 420 | $2.38K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 540 | $2.53K | 0.00% | +540 | New |
| Piershale Financial Group, Inc. | 450 | $2.55K | 0.00% | +150+50.0% | Added |
| Mascoma Wealth Management LLC | 620 | $2.62K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $2.83K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $2.83K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 500 | $2.83K | 0.00% | +500 | New |
| Dividend Assets Capital, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 588 | $3.33K | 0.00% | +149+33.9% | Added |
| Geneos Wealth Management Inc. | 650 | $3.69K | 0.00% | −20−3.0% | Reduced |
| Sandy Spring Bank | 700 | $3.97K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $3.97K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,135 | $6.00K | 0.00% | +255+29.0% | Added |
| First Horizon Advisors, Inc. | 1,103 | $6.25K | 0.00% | −73−6.2% | Reduced |
| Allworth Financial LP | 1,115 | $6.32K | 0.00% | +200+21.9% | Added |
| Ameritas Advisory Services, LLC | 1,336 | $6.51K | 0.00% | +1,336 | New |
| Nisa Investment Advisors, LLC | 1,183 | $7.00K | 0.00% | −4,150−77.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,415 | $8.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,800 | $10.2K | 0.00% | +1,800 | New |
| BIT Capital GmbH | 1,826 | $10.4K | 0.00% | +1,826 | New |
| CWM, LLC | 2,149 | $12.0K | 0.00% | −902−29.6% | Reduced |
| US Bancorp | 2,168 | $12.3K | 0.00% | +442+25.6% | Added |
| WR Wealth Planners, LLC | 2,800 | $15.9K | 0.01% | +2,800 | New |
| Byrne Asset Management LLC | 3,400 | $19.0K | 0.01% | +3,400 | New |
| Newbridge Financial Services Group, Inc. | 4,545 | $25.8K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,932 | $45.0K | 0.00% | −1,000−11.2% | Reduced |
| GWM Advisors LLC | 8,328 | $47.2K | 0.00% | −180−2.1% | Reduced |
| CKW Financial Group | 8,389 | $48.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,562 | $48.5K | 0.00% | −241,717−96.6% | Reduced |
| Exchange Traded Concepts, LLC | 9,340 | $53.0K | 0.00% | +9,340 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9,907 | $56.0K | 0.02% | +411+4.3% | Added |
| Aries Wealth Management | 10,000 | $56.7K | 0.02% | +10,000 | New |
| Wolverine Trading, LLC | 10,366 | $57.0K | 0.00% | −5,525−34.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,809 | $61.3K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,282 | $64.0K | 0.00% | +1,200+11.9% | Added |
| Kestra Advisory Services, LLC | 11,650 | $66.1K | 0.00% | −2,670−18.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,792 | $66.9K | 0.00% | +11,792 | New |
| Twinbeech Capital LP | 11,910 | $67.5K | 0.00% | −269,500−95.8% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $68.0K | 0.11% | 00.0% | Unchanged |
| Man Group plc | – | $68.8K | 0.00% | – | – |
| Gilman Hill Asset Management, LLC | 12,500 | $70.9K | 0.01% | +12,500 | New |
| Bridgefront Capital, LLC | 12,518 | $71.0K | 0.04% | −777−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,555 | $71.2K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,685 | $71.9K | 0.00% | +293+2.4% | Added |
| Tortoise Investment Management, LLC | 12,843 | $72.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,146 | $74.5K | 0.00% | +13,146 | New |
| Fox Run Management, L.L.C. | 13,203 | $74.9K | 0.02% | +13,203 | New |
| Tower Research Capital LLC (TRC) | 13,350 | $76.0K | 0.00% | +10,050+304.5% | Added |
| IHT Wealth Management, LLC | 13,665 | $77.5K | 0.00% | −1,125−7.6% | Reduced |
| Two Sigma Advisers, LP | 13,900 | $78.8K | 0.00% | +13,900 | New |
| Janney Montgomery Scott LLC | 14,131 | $80.0K | 0.00% | +4,090+40.7% | Added |
| Integrated Wealth Concepts LLC | 14,036 | $80.0K | 0.00% | +14,036 | New |
| 360 Financial, Inc. | 14,903 | $84.5K | 0.04% | −7,600−33.8% | Reduced |
| MTM Investment Management, LLC | 15,000 | $85.0K | 0.04% | 00.0% | Unchanged |
| Hall Private Wealth Advisors | 15,231 | $86.4K | 0.04% | +197+1.3% | Added |
| Victory Capital Management Inc | 15,588 | $88.4K | 0.00% | +710+4.8% | Added |
| Principal Financial Group Inc | 15,886 | $90.1K | 0.00% | −1,215−7.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,000 | $90.7K | 0.00% | −2,600−14.0% | Reduced |
| ProShare Advisors LLC | 16,962 | $96.2K | 0.00% | −1,584−8.5% | Reduced |
| Steel Peak Wealth Management LLC | 17,000 | $96.4K | 0.01% | +17,000 | New |
| Arizona State Retirement System | 17,905 | $101.5K | 0.00% | +498+2.9% | Added |
| Sigma Planning Corp | 18,370 | $104.2K | 0.00% | +18,370 | New |
| Vident Investment Advisory, LLC | 18,546 | $105.2K | 0.00% | +670+3.7% | Added |
| Algert Global LLC | 19,383 | $109.9K | 0.01% | +19,383 | New |
| International Assets Investment Management, LLC | 19,875 | $112.7K | 0.02% | +60+0.3% | Added |
| Virtu Financial LLC | 19,860 | $113.0K | 0.01% | +752+3.9% | Added |
| Amalgamated Bank | 20,149 | $114.0K | 0.00% | −2,721−11.9% | Reduced |
| Mariner, LLC | 20,570 | $117.0K | 0.00% | +8,147+65.6% | Added |
| Arrowroot Family Office, LLC | 20,882 | $118.4K | 0.10% | +20,882 | New |
| Parallax Volatility Advisers, L.P. | 21,331 | $120.9K | 0.00% | −51,673−70.8% | Reduced |
| Advisor Group Holdings, Inc. | 22,843 | $128.2K | 0.00% | −1,858−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 24,120 | $136.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,521 | $139.0K | 0.01% | +335+1.4% | Added |
| The PNC Financial Services Group, Inc. | 25,022 | $141.9K | 0.00% | +2,892+13.1% | Added |
| Clear Harbor Asset Management, LLC | 26,683 | $151.3K | 0.02% | +221+0.8% | Added |
| National Asset Management, Inc. | 26,855 | $152.3K | 0.00% | +4,300+19.1% | Added |
| Emfo, LLC | 29,140 | $165.2K | 0.16% | +10,000+52.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,769 | $168.8K | 0.00% | +8,757+41.7% | Added |