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 6 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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 61,854 | $351.0K | 0.00% | +3,579+6.1% | Added |
| Manufacturers Life Insurance Company, The | 58,174 | $329.8K | 0.00% | +290+0.5% | Added |
| DnB Asset Management AS | 57,898 | $328.3K | 0.00% | +57,898 | New |
| Commonwealth Equity Services, LLC | 55,756 | $316.0K | 0.00% | +4,725+9.3% | Added |
| Voya Investment Management LLC | 54,479 | $308.9K | 0.00% | −631−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 54,126 | $306.9K | 0.00% | −171,040−76.0% | Reduced |
| Flputnam Investment Management Co | 53,649 | $304.2K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 52,231 | $294.0K | 0.00% | +8,913+20.6% | Added |
| Harbour Capital Advisors, LLC | 50,125 | $284.2K | 0.09% | +9,420+23.1% | Added |
| SG Americas Securities, LLC | 48,390 | $274.0K | 0.00% | +48,390 | New |
| Altrafin AG | 42,694 | $242.1K | 0.12% | −23−0.1% | Reduced |
| Oppenheimer & Co Inc | 42,336 | $240.0K | 0.01% | +512+1.2% | Added |
| Two Sigma Securities, LLC | 39,989 | $226.7K | 0.02% | +39,989 | New |
| IMC-Chicago, LLC | 39,128 | $221.9K | 0.04% | +15,517+65.7% | Added |
| D. E. Shaw & Co., Inc. | 39,030 | $221.3K | 0.00% | −8,400−17.7% | Reduced |
| Winton Group Ltd | 38,727 | $219.6K | 0.01% | +38,727 | New |
| Foundations Investment Advisors, LLC | 38,392 | $217.7K | 0.01% | −10,305−21.2% | Reduced |
| La Banque Postale Asset Management SA | 35,997 | $204.1K | 0.01% | +35,997 | New |
| Assenagon Asset Management S.A. | 34,744 | $197.0K | 0.00% | +34,744 | New |
| Advisors Asset Management, Inc. | 34,347 | $194.7K | 0.00% | −4,126−10.7% | Reduced |
| DekaBank Deutsche Girozentrale | 33,800 | $193.0K | 0.00% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 32,000 | $181.4K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 31,715 | $179.8K | 0.00% | +17,313+120.2% | Added |
| J.W. Cole Advisors, Inc. | 30,880 | $175.1K | 0.01% | +1,000+3.3% | Added |
| HB Wealth Management, LLC | 30,509 | $173.0K | 0.00% | +50.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,769 | $168.8K | 0.00% | +8,757+41.7% | Added |
| Emfo, LLC | 29,140 | $165.2K | 0.16% | +10,000+52.2% | Added |
| National Asset Management, Inc. | 26,855 | $152.3K | 0.00% | +4,300+19.1% | Added |
| Clear Harbor Asset Management, LLC | 26,683 | $151.3K | 0.02% | +221+0.8% | Added |
| The PNC Financial Services Group, Inc. | 25,022 | $141.9K | 0.00% | +2,892+13.1% | Added |
| Prospera Financial Services Inc | 24,521 | $139.0K | 0.01% | +335+1.4% | Added |
| State Board of Administration of Florida Retirement System | 24,120 | $136.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,843 | $128.2K | 0.00% | −1,858−7.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 21,331 | $120.9K | 0.00% | −51,673−70.8% | Reduced |
| Arrowroot Family Office, LLC | 20,882 | $118.4K | 0.10% | +20,882 | New |
| Mariner, LLC | 20,570 | $117.0K | 0.00% | +8,147+65.6% | Added |
| Amalgamated Bank | 20,149 | $114.0K | 0.00% | −2,721−11.9% | Reduced |
| Virtu Financial LLC | 19,860 | $113.0K | 0.01% | +752+3.9% | Added |
| International Assets Investment Management, LLC | 19,875 | $112.7K | 0.02% | +60+0.3% | Added |
| Algert Global LLC | 19,383 | $109.9K | 0.01% | +19,383 | New |
| Vident Investment Advisory, LLC | 18,546 | $105.2K | 0.00% | +670+3.7% | Added |
| Sigma Planning Corp | 18,370 | $104.2K | 0.00% | +18,370 | New |
| Arizona State Retirement System | 17,905 | $101.5K | 0.00% | +498+2.9% | Added |
| Steel Peak Wealth Management LLC | 17,000 | $96.4K | 0.01% | +17,000 | New |
| ProShare Advisors LLC | 16,962 | $96.2K | 0.00% | −1,584−8.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,000 | $90.7K | 0.00% | −2,600−14.0% | Reduced |
| Principal Financial Group Inc | 15,886 | $90.1K | 0.00% | −1,215−7.1% | Reduced |
| Victory Capital Management Inc | 15,588 | $88.4K | 0.00% | +710+4.8% | Added |
| Hall Private Wealth Advisors | 15,231 | $86.4K | 0.04% | +197+1.3% | Added |
| MTM Investment Management, LLC | 15,000 | $85.0K | 0.04% | 00.0% | Unchanged |
| 360 Financial, Inc. | 14,903 | $84.5K | 0.04% | −7,600−33.8% | Reduced |
| 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 |
| Two Sigma Advisers, LP | 13,900 | $78.8K | 0.00% | +13,900 | New |
| IHT Wealth Management, LLC | 13,665 | $77.5K | 0.00% | −1,125−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 13,350 | $76.0K | 0.00% | +10,050+304.5% | Added |
| Fox Run Management, L.L.C. | 13,203 | $74.9K | 0.02% | +13,203 | New |
| Kestra Private Wealth Services, LLC | 13,146 | $74.5K | 0.00% | +13,146 | New |
| Tortoise Investment Management, LLC | 12,843 | $72.8K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,685 | $71.9K | 0.00% | +293+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,555 | $71.2K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,518 | $71.0K | 0.04% | −777−5.8% | Reduced |
| Gilman Hill Asset Management, LLC | 12,500 | $70.9K | 0.01% | +12,500 | New |
| Man Group plc | – | $68.8K | 0.00% | – | – |
| Deuterium Capital Management, LLC | 12,000 | $68.0K | 0.11% | 00.0% | Unchanged |
| Twinbeech Capital LP | 11,910 | $67.5K | 0.00% | −269,500−95.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,792 | $66.9K | 0.00% | +11,792 | New |
| Kestra Advisory Services, LLC | 11,650 | $66.1K | 0.00% | −2,670−18.6% | Reduced |
| Wealthspire Advisors, LLC | 11,282 | $64.0K | 0.00% | +1,200+11.9% | Added |
| Ameritas Investment Partners, Inc. | 10,809 | $61.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,366 | $57.0K | 0.00% | −5,525−34.8% | Reduced |
| Aries Wealth Management | 10,000 | $56.7K | 0.02% | +10,000 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9,907 | $56.0K | 0.02% | +411+4.3% | Added |
| Exchange Traded Concepts, LLC | 9,340 | $53.0K | 0.00% | +9,340 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,562 | $48.5K | 0.00% | −241,717−96.6% | Reduced |
| CKW Financial Group | 8,389 | $48.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,328 | $47.2K | 0.00% | −180−2.1% | Reduced |
| Metropolitan Life Insurance Co | 7,932 | $45.0K | 0.00% | −1,000−11.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,545 | $25.8K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,400 | $19.0K | 0.01% | +3,400 | New |
| WR Wealth Planners, LLC | 2,800 | $15.9K | 0.01% | +2,800 | New |
| US Bancorp | 2,168 | $12.3K | 0.00% | +442+25.6% | Added |
| CWM, LLC | 2,149 | $12.0K | 0.00% | −902−29.6% | Reduced |
| BIT Capital GmbH | 1,826 | $10.4K | 0.00% | +1,826 | New |
| Clearstead Advisors, LLC | 1,800 | $10.2K | 0.00% | +1,800 | New |
| Federation des caisses Desjardins du Quebec | 1,415 | $8.02K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,183 | $7.00K | 0.00% | −4,150−77.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,336 | $6.51K | 0.00% | +1,336 | New |
| Allworth Financial LP | 1,115 | $6.32K | 0.00% | +200+21.9% | Added |
| First Horizon Advisors, Inc. | 1,103 | $6.25K | 0.00% | −73−6.2% | Reduced |
| Capital Analysts, LLC | 1,135 | $6.00K | 0.00% | +255+29.0% | Added |
| Sandy Spring Bank | 700 | $3.97K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $3.97K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 650 | $3.69K | 0.00% | −20−3.0% | Reduced |
| TCI Wealth Advisors, Inc. | 588 | $3.33K | 0.00% | +149+33.9% | Added |
| Dividend Assets Capital, LLC | 300 | $3.00K | 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 |
| Mascoma Wealth Management LLC | 620 | $2.62K | 0.00% | 00.0% | Unchanged |