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 |
|---|---|---|---|---|---|
| Piershale Financial Group, Inc. | 450 | $2.55K | 0.00% | +150+50.0% | Added |
| JJJ Advisors Inc. | 540 | $2.53K | 0.00% | +540 | New |
| Financial Avengers, Inc. | 420 | $2.38K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 379 | $2.15K | 0.00% | +379 | New |
| Retirement Group, LLC | 312 | $2.00K | 0.00% | +150+92.6% | Added |
| PSI Advisors, LLC | 300 | $1.70K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 260 | $1.47K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $1.42K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 242 | $1.37K | 0.00% | +242 | New |
| Gradient Investments LLC | 237 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 232 | $1.32K | 0.00% | −177−43.3% | Reduced |
| Ancora Advisors, LLC | 195 | $1.10K | 0.00% | +195 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $766 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 122 | $692 | 0.00% | +122 | New |
| Atlantic Trust, LLC | 100 | $567 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $567 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $561 | 0.00% | +1+1.0% | Added |
| Missouri Trust & Investment Co | 55 | $312 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 52 | $295 | 0.00% | +12+30.0% | Added |
| Harbour Investments, Inc. | 45 | $255 | 0.00% | −295−86.8% | Reduced |
| Quadrant Capital Group LLC | 16 | $91 | 0.00% | −924−98.3% | Reduced |
| Eukles Asset Management | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 106 | $0 | 0.00% | −2,446−95.8% | Reduced |
| Covestor Ltd | 16 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,637,883 | – | – | +358,768+28.0% | Added |
| IFP Advisors, Inc | 2,100 | – | – | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,357 | – | – | +777+134.0% | Added |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −4,839,271−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −1,437,780−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −1,218,095−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −551,000−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −229,694−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −224,216−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −206,569−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −190,578−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −142,443−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −76,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −73,093−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −55,115−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −46,978−100.0% | Sold out |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −38,307−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −27,532−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −19,875−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −14,154−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,950−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −14,215−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −12,718−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Syquant Capital SAS | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −10,755−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −5,913−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| SailingStone Capital Partners LLC | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Boyd Watterson Asset Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Burleson & Company, LLC | – | – | – | – | Not filed |
| swisspartners Ltd. | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |