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 |
|---|---|---|---|---|---|
| Emfo, LLC | 29,140 | $166.7K | 0.15% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 29,465 | $168.5K | 0.00% | +15,429+109.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,263 | $173.1K | 0.00% | +17,708+141.0% | Added |
| Schonfeld Strategic Advisors LLC | 30,750 | $175.9K | 0.00% | +14,750+92.2% | Added |
| HB Wealth Management, LLC | 31,004 | $177.3K | 0.00% | +495+1.6% | Added |
| Quantamental Technologies LLC | 31,246 | $178.7K | 0.07% | +31,246 | New |
| DekaBank Deutsche Girozentrale | 31,800 | $179.0K | 0.00% | −2,000−5.9% | Reduced |
| Gilman Hill Asset Management, LLC | 32,000 | $183.0K | 0.03% | +19,500+156.0% | Added |
| Advisor Group Holdings, Inc. | 32,962 | $189.7K | 0.00% | +10,119+44.3% | Added |
| Prelude Capital Management, LLC | 34,559 | $197.7K | 0.02% | +34,559 | New |
| Point72 Middle East FZE | 36,590 | $209.3K | 0.01% | +36,590 | New |
| D. E. Shaw & Co., Inc. | 38,426 | $219.8K | 0.00% | −604−1.5% | Reduced |
| Cetera Advisor Networks LLC | 38,428 | $219.8K | 0.00% | +38,428 | New |
| Oppenheimer & Co Inc | 40,179 | $229.8K | 0.00% | −2,157−5.1% | Reduced |
| State Board of Administration of Florida Retirement System | 40,440 | $231.3K | 0.00% | +16,320+67.7% | Added |
| SCP Investment, LP | 40,800 | $233.4K | 0.19% | +40,800 | New |
| Arizona State Retirement System | 41,246 | $235.9K | 0.00% | +23,341+130.4% | Added |
| Altrafin AG | 42,671 | $244.1K | 0.11% | −23−0.1% | Reduced |
| SEI Investments Co | 46,701 | $267.1K | 0.00% | +14,986+47.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,498 | $283.0K | 0.00% | −12,356−20.0% | Reduced |
| HighTower Advisors, LLC | 50,483 | $286.0K | 0.00% | −1,748−3.3% | Reduced |
| Verition Fund Management LLC | 50,400 | $288.3K | 0.00% | +50,400 | New |
| Foundations Investment Advisors, LLC | 51,248 | $293.1K | 0.01% | +12,856+33.5% | Added |
| Flputnam Investment Management Co | 53,649 | $306.9K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 55,953 | $320.1K | 0.00% | −20,595−26.9% | Reduced |
| Boothbay Fund Management, LLC | 56,015 | $320.4K | 0.01% | +56,015 | New |
| DnB Asset Management AS | 57,096 | $326.6K | 0.00% | −802−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 58,751 | $336.1K | 0.00% | +577+1.0% | Added |
| Advisory Services Network, LLC | 63,761 | $364.7K | 0.01% | −1,483−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 66,856 | $382.0K | 0.00% | +11,100+19.9% | Added |
| American International Group, Inc. | 68,571 | $392.2K | 0.00% | −991−1.4% | Reduced |
| Ameriprise Financial Inc | 68,740 | $393.2K | 0.00% | +68,740 | New |
| IPG Investment Advisors LLC | 70,000 | $400.4K | 0.09% | +70,000 | New |
| Ulland Investment Advisors, LLC | 70,240 | $402.0K | 0.41% | −11,755−14.3% | Reduced |
| Cetera Investment Advisers | 70,460 | $403.0K | 0.00% | −1,800−2.5% | Reduced |
| Janus Henderson Group PLC | 74,957 | $429.1K | 0.00% | −1,208,622−94.2% | Reduced |
| Price T Rowe Associates Inc | 76,523 | $438.0K | 0.00% | +8,179+12.0% | Added |
| MetLife Investment Management | 76,958 | $440.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 77,398 | $442.7K | 0.00% | +22,919+42.1% | Added |
| Point72 Europe (London) LLP | 77,763 | $444.8K | 0.06% | +77,763 | New |
| Plustick Management LLC | 80,000 | $457.6K | 0.38% | +80,000 | New |
| UBS Asset Management Americas Inc | 88,268 | $500.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 93,658 | $535.7K | 0.00% | +17,247+22.6% | Added |
| Caption Management, LLC | 101,000 | $577.7K | 0.10% | +101,000 | New |
| Jane Street Group, LLC | 107,705 | $616.1K | 0.00% | −39,959−27.1% | Reduced |
| Nebula Research & Development LLC | 108,997 | $623.5K | 0.47% | +108,997 | New |
| Raymond James & Associates | 111,004 | $634.9K | 0.00% | +39,575+55.4% | Added |
| National Bank of Canada | 123,137 | $717.1K | 0.00% | +50,902+70.5% | Added |
| Capital Fund Management S.A. | 125,516 | $718.0K | 0.01% | +125,516 | New |
| Perigon Wealth Management, LLC | 128,012 | $732.2K | 0.03% | +128,012 | New |
| Legal & General Group Plc | 130,100 | $744.2K | 0.00% | +21,296+19.6% | Added |
| Captrust Financial Advisors | 131,007 | $749.4K | 0.00% | +202+0.2% | Added |
| Alliancebernstein L.P. | 150,112 | $858.6K | 0.00% | −16,300−9.8% | Reduced |
| Insight Wealth Strategies, LLC | 157,107 | $898.7K | 0.17% | +4,252+2.8% | Added |
| Symmetry Investments LP | 159,900 | $914.6K | 0.26% | +49,000+44.2% | Added |
| Point72 Asset Management, L.P. | 162,580 | $930.0K | 0.00% | −216,543−57.1% | Reduced |
| Cubist Systematic Strategies, LLC | 166,870 | $954.5K | 0.01% | +112,744+208.3% | Added |
| Gsa Capital Partners LLP | 174,659 | $999.0K | 0.10% | +103,925+146.9% | Added |
| California State Teachers Retirement System | 176,580 | $1.01M | 0.00% | +68,707+63.7% | Added |
| JPMorgan Chase & Co | 202,153 | $1.16M | 0.00% | +7,053+3.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 208,687 | $1.19M | 0.00% | −13,888−6.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 217,358 | $1.24M | 0.01% | −227,034−51.1% | Reduced |
| Tiedemann Advisors, LLC | 217,940 | $1.25M | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 248,274 | $1.42M | 0.00% | +40,262+19.4% | Added |
| Millennium Management LLC | 267,887 | $1.53M | 0.00% | −1,089,389−80.3% | Reduced |
| Citadel Advisors LLC | 271,799 | $1.55M | 0.00% | −3,516,493−92.8% | Reduced |
| Swiss National Bank | 319,700 | $1.83M | 0.00% | +186,300+139.7% | Added |
| Squarepoint Ops LLC | 337,166 | $1.93M | 0.01% | −252,901−42.9% | Reduced |
| Swedbank AB | 386,100 | $2.21M | 0.00% | −432,700−52.8% | Reduced |
| Bank of America Corp | 387,466 | $2.22M | 0.00% | −279,068−41.9% | 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 |
| Decade Renewable Partners LP | 416,082 | $2.38M | 1.10% | −492,118−54.2% | Reduced |
| Jump Financial, LLC | 418,868 | $2.40M | 0.09% | +34,083+8.9% | Added |
| Susquehanna International Group, LLP | 429,486 | $2.46M | 0.00% | −100,349−18.9% | Reduced |
| Yaupon Capital Management LP | 435,037 | $2.49M | 0.34% | +245,927+130.0% | Added |
| Mizuho Markets Americas LLC | 439,790 | $2.52M | 0.18% | +123,790+39.2% | Added |
| Swiss Life Asset Management Ltd | 440,865 | $2.52M | 0.04% | +41,810+10.5% | Added |
| Royal Bank of Canada | 486,510 | $2.78M | 0.00% | −79,309−14.0% | Reduced |
| Rock Point Advisors, LLC | 493,110 | $2.82M | 0.93% | +126,110+34.4% | Added |
| Vontobel Holding Ltd. | 502,900 | $2.88M | 0.03% | −54,369−9.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 525,000 | $3.00M | 0.34% | +75,000+16.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 537,097 | $3.07M | 0.02% | −8,655−1.6% | Reduced |
| AnglePoint Asset Management Ltd | 545,422 | $3.12M | 3.15% | +8,422+1.6% | Added |
| Nicola Wealth Management Ltd. | 550,000 | $3.15M | 0.31% | +50,000+10.0% | Added |
| Baird Financial Group, Inc. | 551,883 | $3.16M | 0.01% | +263,078+91.1% | Added |
| Deutsche Bank AG | 583,500 | $3.34M | 0.00% | −72,136−11.0% | Reduced |
| Cushing Asset Management, LP | 592,461 | $3.39M | 0.33% | +492,461+492.5% | Added |
| Barclays PLC | 595,147 | $3.40M | 0.00% | −451,316−43.1% | Reduced |
| Bank of New York Mellon Corp | 603,059 | $3.45M | 0.00% | +92,873+18.2% | Added |
| Nuveen Asset Management, LLC | 619,135 | $3.54M | 0.00% | +142,289+29.8% | Added |
| Alps Advisors Inc | 632,638 | $3.62M | 0.03% | −24,231−3.7% | Reduced |
| Cohen & Steers, Inc. | 637,750 | $3.65M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 693,662 | $3.97M | 0.00% | +267,270+62.7% | Added |
| Amundi | 708,837 | $4.13M | 0.00% | +360,337+103.4% | Added |
| HSBC Holdings PLC | 710,722 | $4.16M | 0.00% | +710,722 | New |
| UBS Group AG | 766,530 | $4.38M | 0.00% | +497,752+185.2% | Added |
| Rockefeller Capital Management L.P. | 794,729 | $4.55M | 0.02% | +238,627+42.9% | Added |
| Wells Fargo & Company | 852,628 | $4.88M | 0.00% | +63,984+8.1% | Added |
| First Trust Advisors LP | 926,723 | $5.30M | 0.01% | −3,951−0.4% | Reduced |