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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.

Q2 2023 vs. Q1 2023

How the institutions holding Stem, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of STEM: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders2282227+1
Shares98.4M75.5K103.6M+5.36M (+5.5%)
Value$547.9M$427.7K$592.9M+$45.4M (+8.3%)

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Stem, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to STEM in Q2 2023
InstitutionSharesValue% of portfolio
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,070,141$17.6M0.05%
Electron Capital Partners, LLC3,069,261$17.6M0.93%
HSBC Holdings PLC710,722$4.16M0.00%
Sculptor Capital LP400,000$2.29M0.06%
Perigon Wealth Management, LLC128,012$732.2K0.03%
Capital Fund Management S.A.125,516$718.0K0.01%
Nebula Research & Development LLC108,997$623.5K0.47%
Caption Management, LLC101,000$577.7K0.10%
Plustick Management LLC80,000$457.6K0.38%
Point72 Europe (London) LLP77,763$444.8K0.06%
IPG Investment Advisors LLC70,000$400.4K0.09%
Ameriprise Financial Inc68,740$393.2K0.00%
Boothbay Fund Management, LLC56,015$320.4K0.01%
Verition Fund Management LLC50,400$288.3K0.00%
SCP Investment, LP40,800$233.4K0.19%
Cetera Advisor Networks LLC38,428$219.8K0.00%
Point72 Middle East FZE36,590$209.3K0.01%
Prelude Capital Management, LLC34,559$197.7K0.02%
Quantamental Technologies LLC31,246$178.7K0.07%
Y-Intercept (Hong Kong) Ltd25,402$145.3K0.02%
Pictet Asset Management SA21,826$124.8K0.00%
Creative Planning21,682$124.0K0.00%
Engineers Gate Manager LP21,561$123.3K0.00%
Bayesian Capital Management, LP11,900$68.1K0.01%
State of Wisconsin Investment Board11,610$66.4K0.00%
Teacher Retirement System of Texas11,103$64.0K0.00%
Meridian Wealth Management, LLC10,500$60.1K0.01%
Lazari Capital Management, Inc.10,086$57.7K0.03%
Armstrong Advisory Group, Inc4,424$25.3K0.00%
Pinebridge Investments, L.P.1,711$9.79K0.00%
Quantbot Technologies LP1,090$6.24K0.00%
Wolff Wiese Magana LLC1,000$5.72K0.00%
Versant Capital Management, Inc482$2.76K0.00%
Red Tortoise LLC355$2.03K0.00%
Gilder Gagnon Howe & Co LLC326$1.86K0.00%
RFP Financial Group LLC218$1.25K0.00%
Bourgeon Capital Management LLC200$1.14K0.00%
Sunbelt Securities, Inc.200$1.14K0.00%
Toronto Dominion Bank194$1.00K0.00%
Elequin Capital LP156$8920.00%
Crewe Advisors LLC23$1320.00%
VisionPoint Advisory Group, LLC5$290.00%
Avion Wealth195$00.00%

Sold out (42)

Institutions that held Stem, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of STEM in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Encompass Capital Advisors LLC2,208,815$12.5M
Tortoise Capital Advisors, L.L.C.1,310,563$7.43M
Qube Research & Technologies Ltd766,608$4.35M
Mizuho Markets Cayman LP316,000$1.79M
Tudor Investment Corp Et Al282,475$1.60M
Arosa Capital Management LP259,166$1.47M
Allspring Global Investments Holdings, LLC215,722$1.22M
Blackstone Group Inc.200,000$1.13M
Voloridge Investment Management, LLC184,916$1.05M
Segantii Capital Management Ltd168,400$954.8K
Teachers Retirement System of the State of Kentucky125,730$713.0K
Axq Capital, LP93,500$530.1K
Simplex Trading, LLC78,670$446.0K
Harbour Capital Advisors, LLC50,125$284.2K
SG Americas Securities, LLC48,390$274.0K
Two Sigma Securities, LLC39,989$226.7K
IMC-Chicago, LLC39,128$221.9K
Winton Group Ltd38,727$219.6K
La Banque Postale Asset Management SA35,997$204.1K
Assenagon Asset Management S.A.34,744$197.0K
Highland Capital Management Fund Advisors, L.P.32,000$181.4K
Parallax Volatility Advisers, L.P.21,331$120.9K
Virtu Financial LLC19,860$113.0K
Algert Global LLC19,383$109.9K
Two Sigma Advisers, LP13,900$78.8K
Fox Run Management, L.L.C.13,203$74.9K
Cetera Advisors LLC12,685$71.9K
Man Group plc–$68.8K
Twinbeech Capital LP11,910$67.5K
Prime Capital Investment Advisors, LLC11,792$66.9K
Kestra Advisory Services, LLC11,650$66.1K
Wolverine Trading, LLC10,366$57.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,562$48.5K
Ameritas Advisory Services, LLC1,336$6.51K
TCI Wealth Advisors, Inc.588$3.33K
Dividend Assets Capital, LLC300$3.00K
Mascoma Wealth Management LLC620$2.62K
Financial Avengers, Inc.420$2.38K
Belpointe Asset Management LLC260$1.47K
Gradient Investments LLC237$1.34K
Ancora Advisors, LLC195$1.10K
Harbour Investments, Inc.45$255

Not filed for Q2 2023 yet (2)

Institutions that held Stem, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
ETF Managers Group, LLC65,561$371.7K
Householder Group Estate & Retirement Specialist, LLC9,907$56.0K