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
- 103.6M
- +5.36M (+5.5%) vs. Q1 2023
- Total value
- $592.9M
- +$45.4M (+8.3%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 27 | $0 | 0.00% | +11+68.8% | Added |
| Avion Wealth | 195 | $0 | 0.00% | +195 | New |
| Eukles Asset Management | 1 | $6 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5 | $29 | 0.00% | +5 | New |
| Crewe Advisors LLC | 23 | $132 | 0.00% | +23 | New |
| Quadrant Capital Group LLC | 54 | $309 | 0.00% | +38+237.5% | Added |
| Missouri Trust & Investment Co | 55 | $315 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $572 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $572 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 122 | $698 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $773 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 156 | $892 | 0.00% | +156 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 194 | $1.00K | 0.00% | +194 | New |
| Bourgeon Capital Management LLC | 200 | $1.14K | 0.00% | +200 | New |
| Sunbelt Securities, Inc. | 200 | $1.14K | 0.00% | +200 | New |
| RFP Financial Group LLC | 218 | $1.25K | 0.00% | +218 | New |
| Bell Investment Advisors, Inc | 232 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 242 | $1.38K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 247 | $1.41K | 0.00% | +148+149.5% | Added |
| City Holding Co | 250 | $1.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 254 | $1.45K | 0.00% | −849−77.0% | Reduced |
| PSI Advisors, LLC | 300 | $1.72K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 312 | $1.78K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 326 | $1.86K | 0.00% | +326 | New |
| Red Tortoise LLC | 355 | $2.03K | 0.00% | +355 | New |
| Piershale Financial Group, Inc. | 450 | $2.57K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 479 | $2.74K | 0.00% | +100+26.4% | Added |
| Versant Capital Management, Inc | 482 | $2.76K | 0.00% | +482 | New |
| Strategic Investment Solutions, Inc. | 500 | $2.77K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $2.86K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $2.86K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 580 | $3.00K | 0.00% | −777−57.3% | Reduced |
| JJJ Advisors Inc. | 540 | $3.09K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 674 | $3.85K | 0.00% | +622+1,196.2% | Added |
| Sandy Spring Bank | 700 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 770 | $4.40K | 0.00% | +120+18.5% | Added |
| Wolff Wiese Magana LLC | 1,000 | $5.72K | 0.00% | +1,000 | New |
| Capital Analysts, LLC | 1,135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,090 | $6.24K | 0.00% | +1,090 | New |
| Allworth Financial LP | 1,160 | $6.64K | 0.00% | +45+4.0% | Added |
| CWM, LLC | 1,184 | $7.00K | 0.00% | −965−44.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,500 | $8.58K | 0.00% | −3,045−67.0% | Reduced |
| Pinebridge Investments, L.P. | 1,711 | $9.79K | 0.00% | +1,711 | New |
| BIT Capital GmbH | 1,826 | $10.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,000 | $11.4K | 0.00% | +200+11.1% | Added |
| WR Wealth Planners, LLC | 2,800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,887 | $16.5K | 0.00% | +1,472+104.0% | Added |
| FMR LLC | 3,179 | $18.2K | 0.00% | −660,876−99.5% | Reduced |
| US Bancorp | 3,351 | $19.2K | 0.00% | +1,183+54.6% | Added |
| Byrne Asset Management LLC | 3,500 | $20.0K | 0.01% | +100+2.9% | Added |
| Cutler Group LP | 4,327 | $24.0K | 0.01% | +4,221+3,982.1% | Added |
| Nisa Investment Advisors, LLC | 4,283 | $24.5K | 0.00% | +3,100+262.0% | Added |
| Armstrong Advisory Group, Inc | 4,424 | $25.3K | 0.00% | +4,424 | New |
| GWM Advisors LLC | 4,653 | $26.6K | 0.00% | −3,675−44.1% | Reduced |
| Metropolitan Life Insurance Co | 7,932 | $45.4K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $48.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,340 | $53.4K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 10,086 | $57.7K | 0.03% | +10,086 | New |
| National Asset Management, Inc. | 10,300 | $58.9K | 0.00% | −16,555−61.6% | Reduced |
| Meridian Wealth Management, LLC | 10,500 | $60.1K | 0.01% | +10,500 | New |
| Wealthspire Advisors, LLC | 10,582 | $60.5K | 0.00% | −700−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 10,809 | $61.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,103 | $64.0K | 0.00% | +11,103 | New |
| State of Wisconsin Investment Board | 11,610 | $66.4K | 0.00% | +11,610 | New |
| Bayesian Capital Management, LP | 11,900 | $68.1K | 0.01% | +11,900 | New |
| Deuterium Capital Management, LLC | 12,000 | $68.6K | 0.10% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 12,241 | $70.0K | 0.05% | −8,641−41.4% | Reduced |
| Mariner, LLC | 12,467 | $71.3K | 0.00% | −8,103−39.4% | Reduced |
| Tortoise Investment Management, LLC | 12,843 | $73.5K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,325 | $76.3K | 0.00% | −69,921−84.0% | Reduced |
| IHT Wealth Management, LLC | 13,565 | $77.6K | 0.00% | −100−0.7% | Reduced |
| Janney Montgomery Scott LLC | 13,610 | $78.0K | 0.00% | −521−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 14,389 | $82.3K | 0.00% | +1,039+7.8% | Added |
| Amalgamated Bank | 14,435 | $83.0K | 0.00% | −5,714−28.4% | Reduced |
| MTM Investment Management, LLC | 15,000 | $85.8K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 15,000 | $85.8K | 0.03% | +5,000+50.0% | Added |
| Principal Financial Group Inc | 15,126 | $86.5K | 0.00% | −760−4.8% | Reduced |
| Victory Capital Management Inc | 15,232 | $87.1K | 0.00% | −356−2.3% | Reduced |
| 360 Financial, Inc. | 15,324 | $87.7K | 0.05% | +421+2.8% | Added |
| Advisors Asset Management, Inc. | 15,858 | $90.7K | 0.00% | −18,489−53.8% | Reduced |
| Steel Peak Wealth Management LLC | 17,000 | $97.2K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 17,468 | $99.9K | 0.02% | −145,347−89.3% | Reduced |
| Hall Private Wealth Advisors | 17,793 | $101.8K | 0.06% | +2,562+16.8% | Added |
| Kestra Private Wealth Services, LLC | 17,842 | $102.1K | 0.00% | +4,696+35.7% | Added |
| ProShare Advisors LLC | 18,529 | $106.0K | 0.00% | +1,567+9.2% | Added |
| Clear Harbor Asset Management, LLC | 19,383 | $110.9K | 0.01% | −7,300−27.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,354 | $122.1K | 0.00% | −8,415−28.3% | Reduced |
| Sigma Planning Corp | 21,550 | $123.3K | 0.00% | +3,180+17.3% | Added |
| Engineers Gate Manager LP | 21,561 | $123.3K | 0.00% | +21,561 | New |
| Creative Planning | 21,682 | $124.0K | 0.00% | +21,682 | New |
| Pictet Asset Management SA | 21,826 | $124.8K | 0.00% | +21,826 | New |
| Bridgefront Capital, LLC | 22,874 | $130.8K | 0.07% | +10,356+82.7% | Added |
| Vident Investment Advisory, LLC | 23,864 | $136.5K | 0.00% | +5,318+28.7% | Added |
| Prospera Financial Services Inc | 24,769 | $141.7K | 0.01% | +248+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,402 | $145.3K | 0.02% | +25,402 | New |
| International Assets Investment Management, LLC | 25,750 | $147.3K | 0.02% | +5,875+29.6% | Added |
| The PNC Financial Services Group, Inc. | 27,874 | $159.4K | 0.00% | +2,852+11.4% | Added |
| J.W. Cole Advisors, Inc. | 28,560 | $163.4K | 0.01% | −2,320−7.5% | Reduced |