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 |
|---|---|---|---|---|---|
| Norges Bank | 937,318 | $5.36M | 0.00% | +138,461+17.3% | Added |
| HITE Hedge Asset Management LLC | 940,775 | $5.38M | 0.62% | +18,968+2.1% | Added |
| Citigroup Inc | 945,037 | $5.41M | 0.01% | +859,019+998.7% | Added |
| Two Sigma Investments, LP | 977,616 | $5.59M | 0.01% | −436,913−30.9% | Reduced |
| Levin Capital Strategies, L.P. | 1,008,411 | $5.77M | 0.67% | +195,232+24.0% | Added |
| Nomura Holdings Inc | 1,014,501 | $5.80M | 0.06% | +812,529+402.3% | Added |
| Charles Schwab Investment Management Inc | 1,088,790 | $6.23M | 0.00% | +8,835+0.8% | Added |
| Autonomy Capital (Jersey) L.P. | 1,159,318 | $6.63M | 6.06% | +609,318+110.8% | Added |
| Northern Trust Corp | 1,299,255 | $7.43M | 0.00% | +39,840+3.2% | Added |
| Ardsley Advisory Partners LP | 1,403,000 | $8.03M | 1.81% | +73,000+5.5% | Added |
| Morgan Stanley | 1,428,589 | $8.17M | 0.00% | −198,446−12.2% | Reduced |
| Van Eck Associates Corp | 1,599,256 | $9.15M | 0.02% | −115,720−6.7% | Reduced |
| William Blair Investment Management, LLC | 1,608,611 | $9.20M | 0.03% | +16,732+1.1% | Added |
| Goldman Sachs Group Inc | 1,818,745 | $10.4M | 0.00% | +1,104,193+154.5% | Added |
| Erste Asset Management GmbH | 1,975,785 | $11.2M | 0.20% | +272,869+16.0% | Added |
| Invesco Ltd. | 2,426,120 | $13.9M | 0.00% | +347,497+16.7% | Added |
| CIBC Private Wealth Group, LLC | 2,804,404 | $16.0M | 0.04% | +1,166,521+71.2% | Added |
| Geode Capital Management, LLC | 2,827,164 | $16.2M | 0.00% | +145,294+5.4% | Added |
| Alkeon Capital Management LLC | 2,888,612 | $16.5M | 0.10% | +904,731+45.6% | Added |
| Electron Capital Partners, LLC | 3,069,261 | $17.6M | 0.93% | +3,069,261 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,070,141 | $17.6M | 0.05% | +3,070,141 | New |
| State Street Corp | 3,280,841 | $18.8M | 0.00% | +185,211+6.0% | Added |
| Wellington Management Group LLP | 3,477,461 | $19.9M | 0.00% | −817,569−19.0% | Reduced |
| BlackRock Inc. | 10,569,524 | $60.5M | 0.00% | +1,263,049+13.6% | Added |
| Schroder Investment Management Group | 10,632,254 | $60.8M | 0.09% | +2,662,438+33.4% | Added |
| Vanguard Group Inc | 13,764,134 | $78.7M | 0.00% | −12,377−0.1% | Reduced |
| IFP Advisors, Inc | 2,150 | – | – | +50+2.4% | Added |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −2,208,815−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −1,310,563−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −766,608−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −316,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −282,475−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −259,166−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −215,722−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −184,916−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −168,400−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −125,730−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −93,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −78,670−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −50,125−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −48,390−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −39,989−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −39,128−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −38,727−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −35,997−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −34,744−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,331−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,860−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −19,383−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,203−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −12,685−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,910−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,650−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,366−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |