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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 30,509 | $173.0K | 0.00% | +50.0% | Added |
| J.W. Cole Advisors, Inc. | 30,880 | $175.1K | 0.01% | +1,000+3.3% | Added |
| SEI Investments Co | 31,715 | $179.8K | 0.00% | +17,313+120.2% | Added |
| Highland Capital Management Fund Advisors, L.P. | 32,000 | $181.4K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 33,800 | $193.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 34,347 | $194.7K | 0.00% | −4,126−10.7% | Reduced |
| Assenagon Asset Management S.A. | 34,744 | $197.0K | 0.00% | +34,744 | New |
| La Banque Postale Asset Management SA | 35,997 | $204.1K | 0.01% | +35,997 | New |
| Foundations Investment Advisors, LLC | 38,392 | $217.7K | 0.01% | −10,305−21.2% | Reduced |
| Winton Group Ltd | 38,727 | $219.6K | 0.01% | +38,727 | New |
| D. E. Shaw & Co., Inc. | 39,030 | $221.3K | 0.00% | −8,400−17.7% | Reduced |
| IMC-Chicago, LLC | 39,128 | $221.9K | 0.04% | +15,517+65.7% | Added |
| Two Sigma Securities, LLC | 39,989 | $226.7K | 0.02% | +39,989 | New |
| Oppenheimer & Co Inc | 42,336 | $240.0K | 0.01% | +512+1.2% | Added |
| Altrafin AG | 42,694 | $242.1K | 0.12% | −23−0.1% | Reduced |
| SG Americas Securities, LLC | 48,390 | $274.0K | 0.00% | +48,390 | New |
| Harbour Capital Advisors, LLC | 50,125 | $284.2K | 0.09% | +9,420+23.1% | Added |
| HighTower Advisors, LLC | 52,231 | $294.0K | 0.00% | +8,913+20.6% | Added |
| Flputnam Investment Management Co | 53,649 | $304.2K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 54,126 | $306.9K | 0.00% | −171,040−76.0% | Reduced |
| Voya Investment Management LLC | 54,479 | $308.9K | 0.00% | −631−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 55,756 | $316.0K | 0.00% | +4,725+9.3% | Added |
| DnB Asset Management AS | 57,898 | $328.3K | 0.00% | +57,898 | New |
| Manufacturers Life Insurance Company, The | 58,174 | $329.8K | 0.00% | +290+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,854 | $351.0K | 0.00% | +3,579+6.1% | Added |
| Advisory Services Network, LLC | 65,244 | $369.9K | 0.01% | +29,220+81.1% | Added |
| ETF Managers Group, LLC | 65,561 | $371.7K | 0.01% | +978+1.5% | Added |
| Price T Rowe Associates Inc | 68,344 | $388.0K | 0.00% | +8,341+13.9% | Added |
| American International Group, Inc. | 69,562 | $394.4K | 0.00% | +1,384+2.0% | Added |
| Gsa Capital Partners LLP | 70,734 | $401.0K | 0.04% | +19,202+37.3% | Added |
| Raymond James & Associates | 71,429 | $405.0K | 0.00% | +48,718+214.5% | Added |
| Cetera Investment Advisers | 72,260 | $409.7K | 0.00% | +3,850+5.6% | Added |
| National Bank of Canada | 72,235 | $425.1K | 0.00% | +65,065+907.5% | Added |
| LPL Financial LLC | 76,411 | $433.3K | 0.00% | +7,065+10.2% | Added |
| New York State Common Retirement Fund | 76,548 | $434.0K | 0.00% | −24,681−24.4% | Reduced |
| MetLife Investment Management | 76,958 | $436.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 78,670 | $446.0K | 0.02% | +78,670 | New |
| Ulland Investment Advisors, LLC | 81,995 | $465.0K | 0.55% | −54,145−39.8% | Reduced |
| Quadrature Capital Ltd | 83,246 | $472.0K | 0.01% | +83,246 | New |
| Citigroup Inc | 86,018 | $487.7K | 0.00% | +58,798+216.0% | Added |
| UBS Asset Management Americas Inc | 88,268 | $500.5K | 0.00% | −25,997−22.8% | Reduced |
| Axq Capital, LP | 93,500 | $530.1K | 0.21% | +93,500 | New |
| Cushing Asset Management, LP | 100,000 | $567.0K | 0.06% | −119,312−54.4% | Reduced |
| California State Teachers Retirement System | 107,873 | $611.6K | 0.00% | −3,268−2.9% | Reduced |
| Legal & General Group Plc | 108,804 | $616.7K | 0.00% | +1,137+1.1% | Added |
| Symmetry Investments LP | 110,900 | $628.8K | 0.30% | +110,900 | New |
| Teachers Retirement System of the State of Kentucky | 125,730 | $713.0K | 0.01% | +24,642+24.4% | Added |
| Captrust Financial Advisors | 130,805 | $741.7K | 0.00% | +17,869+15.8% | Added |
| Swiss National Bank | 133,400 | $756.4K | 0.00% | −15,600−10.5% | Reduced |
| Jane Street Group, LLC | 147,664 | $837.3K | 0.00% | +97,773+196.0% | Added |
| Insight Wealth Strategies, LLC | 152,855 | $866.7K | 0.17% | +28,828+23.2% | Added |
| Seven Eight Capital, LP | 162,815 | $923.2K | 0.19% | +105,107+182.1% | Added |
| Alliancebernstein L.P. | 166,412 | $943.6K | 0.00% | −416,783−71.5% | Reduced |
| Segantii Capital Management Ltd | 168,400 | $954.8K | 0.04% | +168,400 | New |
| Voloridge Investment Management, LLC | 184,916 | $1.05M | 0.01% | −54,574−22.8% | Reduced |
| Yaupon Capital Management LP | 189,110 | $1.07M | 0.17% | +172,310+1,025.7% | Added |
| JPMorgan Chase & Co | 195,100 | $1.11M | 0.00% | −111,629−36.4% | Reduced |
| Blackstone Group Inc. | 200,000 | $1.13M | 0.00% | +200,000 | New |
| Nomura Holdings Inc | 201,972 | $1.15M | 0.01% | −148,320−42.3% | Reduced |
| Rhumbline Advisers | 208,012 | $1.18M | 0.00% | +11,325+5.8% | Added |
| Allspring Global Investments Holdings, LLC | 215,722 | $1.22M | 0.00% | −169,612−44.0% | Reduced |
| Tiedemann Advisors, LLC | 217,940 | $1.24M | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 222,575 | $1.26M | 0.00% | +4,529+2.1% | Added |
| Arosa Capital Management LP | 259,166 | $1.47M | 0.45% | −42,134−14.0% | Reduced |
| UBS Group AG | 268,778 | $1.52M | 0.00% | +141,140+110.6% | Added |
| Tudor Investment Corp Et Al | 282,475 | $1.60M | 0.03% | +282,475 | New |
| Baird Financial Group, Inc. | 288,805 | $1.64M | 0.00% | −23,045−7.4% | Reduced |
| Amundi | 348,500 | $1.70M | 0.00% | 00.0% | Unchanged |
| 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 |
| Rock Point Advisors, LLC | 367,000 | $2.08M | 0.71% | +367,000 | New |
| Point72 Asset Management, L.P. | 379,123 | $2.15M | 0.01% | −445,277−54.0% | Reduced |
| Jump Financial, LLC | 384,785 | $2.18M | 0.09% | +368,843+2,313.7% | Added |
| Swiss Life Asset Management Ltd | 399,055 | $2.26M | 0.03% | +149,604+60.0% | Added |
| Credit Suisse AG | 426,392 | $2.42M | 0.00% | +365,297+597.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 444,392 | $2.52M | 0.01% | +211,535+90.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 450,000 | $2.55M | 0.42% | +450,000 | New |
| Nuveen Asset Management, LLC | 476,846 | $2.70M | 0.00% | −850,329−64.1% | Reduced |
| Nicola Wealth Management Ltd. | 500,000 | $2.83M | 0.28% | +225,000+81.8% | Added |
| Bank of New York Mellon Corp | 510,186 | $2.89M | 0.00% | −241,608−32.1% | Reduced |
| E. Ohman J:or Asset Management AB | 515,200 | $2.92M | 0.11% | +204,300+65.7% | Added |
| Susquehanna International Group, LLP | 529,835 | $3.00M | 0.00% | +481,423+994.4% | Added |
| AnglePoint Asset Management Ltd | 537,000 | $3.04M | 3.26% | +537,000 | New |
| Skandinaviska Enskilda Banken AB (publ) | 545,752 | $3.09M | 0.02% | +33,692+6.6% | Added |
| Autonomy Capital (Jersey) L.P. | 550,000 | $3.12M | 4.44% | +507,593+1,197.0% | Added |
| Rockefeller Capital Management L.P. | 556,102 | $3.15M | 0.01% | +455,207+451.2% | Added |
| Vontobel Holding Ltd. | 557,269 | $3.16M | 0.03% | +443,209+388.6% | Added |
| Royal Bank of Canada | 565,819 | $3.21M | 0.00% | −286−0.1% | Reduced |
| Squarepoint Ops LLC | 590,067 | $3.35M | 0.02% | +312,483+112.6% | Added |
| Cohen & Steers, Inc. | 637,750 | $3.62M | 0.01% | +637,750 | New |
| Deutsche Bank AG | 655,636 | $3.72M | 0.00% | −31,930−4.6% | Reduced |
| Alps Advisors Inc | 656,869 | $3.72M | 0.03% | −175,684−21.1% | Reduced |
| FMR LLC | 664,055 | $3.77M | 0.00% | +656,957+9,255.5% | Added |
| Bank of America Corp | 666,534 | $3.78M | 0.00% | +195,200+41.4% | Added |
| Goldman Sachs Group Inc | 714,552 | $4.05M | 0.00% | +96,212+15.6% | Added |
| Qube Research & Technologies Ltd | 766,608 | $4.35M | 0.02% | +766,608 | New |
| Wells Fargo & Company | 788,644 | $4.47M | 0.00% | +27,472+3.6% | Added |
| Norges Bank | 798,857 | $4.53M | 0.00% | +766,552+2,372.9% | Added |
| Levin Capital Strategies, L.P. | 813,179 | $4.61M | 0.58% | −55,697−6.4% | Reduced |
| Swedbank AB | 818,800 | $4.64M | 0.01% | +818,800 | New |