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, Q2 2023
Institutional positions in Stem, Inc. as of Jun 30, 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
- 227
- +1 vs. Q1 2023
- Shares held
- 106.5M
- +5.87M (+5.8%) vs. Q1 2023
- Total value
- $609.0M
- −$181.3M (−22.9%) vs. Q1 2023
- New holders
- 43
- 89 more added
- Sold out
- 42
- 59 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,764,134 | $78.7M | 0.00% | −12,377−0.1% | Reduced |
| Schroder Investment Management Group | 10,632,254 | $60.8M | 0.09% | +2,662,438+33.4% | Added |
| BlackRock Inc. | 10,569,524 | $60.5M | 0.00% | +1,263,049+13.6% | Added |
| CIBC Private Wealth Group, LLC | 5,608,808 | $32.1M | 0.04% | +2,333,042+71.2% | Added |
| Wellington Management Group LLP | 3,477,461 | $19.9M | 0.00% | −817,569−19.0% | Reduced |
| State Street Corp | 3,280,841 | $18.8M | 0.00% | +185,211+6.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,070,141 | $17.6M | 0.05% | +3,070,141 | New |
| Electron Capital Partners, LLC | 3,069,261 | $17.6M | 0.93% | +3,069,261 | New |
| Alkeon Capital Management LLC | 2,888,612 | $16.5M | 0.10% | +904,731+45.6% | Added |
| Geode Capital Management, LLC | 2,827,164 | $16.2M | 0.00% | +145,294+5.4% | Added |
| Invesco Ltd. | 2,426,120 | $13.9M | 0.00% | +347,497+16.7% | Added |
| Erste Asset Management GmbH | 1,975,785 | $11.2M | 0.20% | +272,869+16.0% | Added |
| Goldman Sachs Group Inc | 1,818,745 | $10.4M | 0.00% | +1,104,193+154.5% | Added |
| William Blair Investment Management, LLC | 1,608,611 | $9.20M | 0.03% | +16,732+1.1% | Added |
| Van Eck Associates Corp | 1,599,256 | $9.15M | 0.02% | −115,720−6.7% | Reduced |
| Morgan Stanley | 1,428,589 | $8.17M | 0.00% | −198,446−12.2% | Reduced |
| Ardsley Advisory Partners LP | 1,403,000 | $8.03M | 1.81% | +73,000+5.5% | Added |
| Northern Trust Corp | 1,299,255 | $7.43M | 0.00% | +39,840+3.2% | Added |
| Autonomy Capital (Jersey) L.P. | 1,159,318 | $6.63M | 6.06% | +609,318+110.8% | Added |
| Charles Schwab Investment Management Inc | 1,088,790 | $6.23M | 0.00% | +8,835+0.8% | Added |
| Nomura Holdings Inc | 1,014,501 | $5.80M | 0.06% | +812,529+402.3% | Added |
| Levin Capital Strategies, L.P. | 1,008,411 | $5.77M | 0.67% | +195,232+24.0% | Added |
| Two Sigma Investments, LP | 977,616 | $5.59M | 0.01% | −436,913−30.9% | Reduced |
| Citigroup Inc | 945,037 | $5.41M | 0.01% | +859,019+998.7% | Added |
| HITE Hedge Asset Management LLC | 940,775 | $5.38M | 0.62% | +18,968+2.1% | Added |
| Norges Bank | 937,318 | $5.36M | 0.00% | +138,461+17.3% | Added |
| First Trust Advisors LP | 926,723 | $5.30M | 0.01% | −3,951−0.4% | Reduced |
| Wells Fargo & Company | 852,628 | $4.88M | 0.00% | +63,984+8.1% | Added |
| Rockefeller Capital Management L.P. | 794,729 | $4.55M | 0.02% | +238,627+42.9% | Added |
| UBS Group AG | 766,530 | $4.38M | 0.00% | +497,752+185.2% | Added |
| HSBC Holdings PLC | 710,722 | $4.16M | 0.00% | +710,722 | New |
| Amundi | 708,837 | $4.13M | 0.00% | +360,337+103.4% | Added |
| Credit Suisse AG | 693,662 | $3.97M | 0.00% | +267,270+62.7% | Added |
| Cohen & Steers, Inc. | 637,750 | $3.65M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 632,638 | $3.62M | 0.03% | −24,231−3.7% | Reduced |
| Nuveen Asset Management, LLC | 619,135 | $3.54M | 0.00% | +142,289+29.8% | Added |
| Bank of New York Mellon Corp | 603,059 | $3.45M | 0.00% | +92,873+18.2% | Added |
| Barclays PLC | 595,147 | $3.40M | 0.00% | −451,316−43.1% | Reduced |
| Cushing Asset Management, LP | 592,461 | $3.39M | 0.33% | +492,461+492.5% | Added |
| Deutsche Bank AG | 583,500 | $3.34M | 0.00% | −72,136−11.0% | Reduced |
| Baird Financial Group, Inc. | 551,883 | $3.16M | 0.01% | +263,078+91.1% | Added |
| Nicola Wealth Management Ltd. | 550,000 | $3.15M | 0.31% | +50,000+10.0% | Added |
| AnglePoint Asset Management Ltd | 545,422 | $3.12M | 3.15% | +8,422+1.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 537,097 | $3.07M | 0.02% | −8,655−1.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 525,000 | $3.00M | 0.34% | +75,000+16.7% | Added |
| Vontobel Holding Ltd. | 502,900 | $2.88M | 0.03% | −54,369−9.8% | Reduced |
| Rock Point Advisors, LLC | 493,110 | $2.82M | 0.93% | +126,110+34.4% | Added |
| Royal Bank of Canada | 486,510 | $2.78M | 0.00% | −79,309−14.0% | Reduced |
| Swiss Life Asset Management Ltd | 440,865 | $2.52M | 0.04% | +41,810+10.5% | Added |
| Mizuho Markets Americas LLC | 439,790 | $2.52M | 0.18% | +123,790+39.2% | Added |
| Yaupon Capital Management LP | 435,037 | $2.49M | 0.34% | +245,927+130.0% | Added |
| Susquehanna International Group, LLP | 429,486 | $2.46M | 0.00% | −100,349−18.9% | Reduced |
| Jump Financial, LLC | 418,868 | $2.40M | 0.09% | +34,083+8.9% | Added |
| Decade Renewable Partners LP | 416,082 | $2.38M | 1.10% | −492,118−54.2% | Reduced |
| E. Ohman J:or Asset Management AB | 400,000 | $2.29M | 0.08% | −115,200−22.4% | Reduced |
| Sculptor Capital LP | 400,000 | $2.29M | 0.06% | +400,000 | New |
| Bank of America Corp | 387,466 | $2.22M | 0.00% | −279,068−41.9% | Reduced |
| Swedbank AB | 386,100 | $2.21M | 0.00% | −432,700−52.8% | Reduced |
| Squarepoint Ops LLC | 337,166 | $1.93M | 0.01% | −252,901−42.9% | Reduced |
| Swiss National Bank | 319,700 | $1.83M | 0.00% | +186,300+139.7% | Added |
| Citadel Advisors LLC | 271,799 | $1.55M | 0.00% | −3,516,493−92.8% | Reduced |
| Millennium Management LLC | 267,887 | $1.53M | 0.00% | −1,089,389−80.3% | Reduced |
| Rhumbline Advisers | 248,274 | $1.42M | 0.00% | +40,262+19.4% | Added |
| Tiedemann Advisors, LLC | 217,940 | $1.25M | 0.05% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 217,358 | $1.24M | 0.01% | −227,034−51.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 208,687 | $1.19M | 0.00% | −13,888−6.2% | Reduced |
| JPMorgan Chase & Co | 202,153 | $1.16M | 0.00% | +7,053+3.6% | Added |
| California State Teachers Retirement System | 176,580 | $1.01M | 0.00% | +68,707+63.7% | Added |
| Gsa Capital Partners LLP | 174,659 | $999.0K | 0.10% | +103,925+146.9% | Added |
| Cubist Systematic Strategies, LLC | 166,870 | $954.5K | 0.01% | +112,744+208.3% | Added |
| Point72 Asset Management, L.P. | 162,580 | $930.0K | 0.00% | −216,543−57.1% | Reduced |
| Symmetry Investments LP | 159,900 | $914.6K | 0.26% | +49,000+44.2% | Added |
| Insight Wealth Strategies, LLC | 157,107 | $898.7K | 0.17% | +4,252+2.8% | Added |
| Alliancebernstein L.P. | 150,112 | $858.6K | 0.00% | −16,300−9.8% | Reduced |
| Captrust Financial Advisors | 131,007 | $749.4K | 0.00% | +202+0.2% | Added |
| Legal & General Group Plc | 130,100 | $744.2K | 0.00% | +21,296+19.6% | Added |
| Perigon Wealth Management, LLC | 128,012 | $732.2K | 0.03% | +128,012 | New |
| Capital Fund Management S.A. | 125,516 | $718.0K | 0.01% | +125,516 | New |
| National Bank of Canada | 123,137 | $717.1K | 0.00% | +50,902+70.5% | Added |
| Raymond James & Associates | 111,004 | $634.9K | 0.00% | +39,575+55.4% | Added |
| Nebula Research & Development LLC | 108,997 | $623.5K | 0.47% | +108,997 | New |
| Jane Street Group, LLC | 107,705 | $616.1K | 0.00% | −39,959−27.1% | Reduced |
| Caption Management, LLC | 101,000 | $577.7K | 0.10% | +101,000 | New |
| LPL Financial LLC | 93,658 | $535.7K | 0.00% | +17,247+22.6% | Added |
| UBS Asset Management Americas Inc | 88,268 | $500.5K | 0.00% | 00.0% | Unchanged |
| Plustick Management LLC | 80,000 | $457.6K | 0.38% | +80,000 | New |
| Point72 Europe (London) LLP | 77,763 | $444.8K | 0.06% | +77,763 | New |
| Voya Investment Management LLC | 77,398 | $442.7K | 0.00% | +22,919+42.1% | Added |
| MetLife Investment Management | 76,958 | $440.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 76,523 | $438.0K | 0.00% | +8,179+12.0% | Added |
| Janus Henderson Group PLC | 74,957 | $429.1K | 0.00% | −1,208,622−94.2% | Reduced |
| Cetera Investment Advisers | 70,460 | $403.0K | 0.00% | −1,800−2.5% | Reduced |
| Ulland Investment Advisors, LLC | 70,240 | $402.0K | 0.41% | −11,755−14.3% | Reduced |
| IPG Investment Advisors LLC | 70,000 | $400.4K | 0.09% | +70,000 | New |
| Ameriprise Financial Inc | 68,740 | $393.2K | 0.00% | +68,740 | New |
| American International Group, Inc. | 68,571 | $392.2K | 0.00% | −991−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 66,856 | $382.0K | 0.00% | +11,100+19.9% | Added |
| Advisory Services Network, LLC | 63,761 | $364.7K | 0.01% | −1,483−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 58,751 | $336.1K | 0.00% | +577+1.0% | Added |
| DnB Asset Management AS | 57,096 | $326.6K | 0.00% | −802−1.4% | Reduced |