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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 56,015 | $320.4K | 0.01% | +56,015 | New |
| New York State Common Retirement Fund | 55,953 | $320.1K | 0.00% | −20,595−26.9% | Reduced |
| Flputnam Investment Management Co | 53,649 | $306.9K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 51,248 | $293.1K | 0.01% | +12,856+33.5% | Added |
| Verition Fund Management LLC | 50,400 | $288.3K | 0.00% | +50,400 | New |
| HighTower Advisors, LLC | 50,483 | $286.0K | 0.00% | −1,748−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 49,498 | $283.0K | 0.00% | −12,356−20.0% | Reduced |
| SEI Investments Co | 46,701 | $267.1K | 0.00% | +14,986+47.3% | Added |
| Altrafin AG | 42,671 | $244.1K | 0.11% | −23−0.1% | Reduced |
| Arizona State Retirement System | 41,246 | $235.9K | 0.00% | +23,341+130.4% | Added |
| SCP Investment, LP | 40,800 | $233.4K | 0.19% | +40,800 | New |
| State Board of Administration of Florida Retirement System | 40,440 | $231.3K | 0.00% | +16,320+67.7% | Added |
| Oppenheimer & Co Inc | 40,179 | $229.8K | 0.00% | −2,157−5.1% | Reduced |
| Cetera Advisor Networks LLC | 38,428 | $219.8K | 0.00% | +38,428 | New |
| D. E. Shaw & Co., Inc. | 38,426 | $219.8K | 0.00% | −604−1.5% | Reduced |
| Point72 Middle East FZE | 36,590 | $209.3K | 0.01% | +36,590 | New |
| Prelude Capital Management, LLC | 34,559 | $197.7K | 0.02% | +34,559 | New |
| Advisor Group Holdings, Inc. | 32,962 | $189.7K | 0.00% | +10,119+44.3% | Added |
| Gilman Hill Asset Management, LLC | 32,000 | $183.0K | 0.03% | +19,500+156.0% | Added |
| DekaBank Deutsche Girozentrale | 31,800 | $179.0K | 0.00% | −2,000−5.9% | Reduced |
| Quantamental Technologies LLC | 31,246 | $178.7K | 0.07% | +31,246 | New |
| HB Wealth Management, LLC | 31,004 | $177.3K | 0.00% | +495+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 30,750 | $175.9K | 0.00% | +14,750+92.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,263 | $173.1K | 0.00% | +17,708+141.0% | Added |
| Integrated Wealth Concepts LLC | 29,465 | $168.5K | 0.00% | +15,429+109.9% | Added |
| Emfo, LLC | 29,140 | $166.7K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 28,560 | $163.4K | 0.01% | −2,320−7.5% | Reduced |
| The PNC Financial Services Group, Inc. | 27,874 | $159.4K | 0.00% | +2,852+11.4% | Added |
| International Assets Investment Management, LLC | 25,750 | $147.3K | 0.02% | +5,875+29.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,402 | $145.3K | 0.02% | +25,402 | New |
| Prospera Financial Services Inc | 24,769 | $141.7K | 0.01% | +248+1.0% | Added |
| Vident Investment Advisory, LLC | 23,864 | $136.5K | 0.00% | +5,318+28.7% | Added |
| Bridgefront Capital, LLC | 22,874 | $130.8K | 0.07% | +10,356+82.7% | Added |
| Pictet Asset Management SA | 21,826 | $124.8K | 0.00% | +21,826 | New |
| Creative Planning | 21,682 | $124.0K | 0.00% | +21,682 | New |
| Engineers Gate Manager LP | 21,561 | $123.3K | 0.00% | +21,561 | New |
| Sigma Planning Corp | 21,550 | $123.3K | 0.00% | +3,180+17.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,354 | $122.1K | 0.00% | −8,415−28.3% | Reduced |
| Clear Harbor Asset Management, LLC | 19,383 | $110.9K | 0.01% | −7,300−27.4% | Reduced |
| ProShare Advisors LLC | 18,529 | $106.0K | 0.00% | +1,567+9.2% | Added |
| Kestra Private Wealth Services, LLC | 17,842 | $102.1K | 0.00% | +4,696+35.7% | Added |
| Hall Private Wealth Advisors | 17,793 | $101.8K | 0.06% | +2,562+16.8% | Added |
| Seven Eight Capital, LP | 17,468 | $99.9K | 0.02% | −145,347−89.3% | Reduced |
| Steel Peak Wealth Management LLC | 17,000 | $97.2K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 15,858 | $90.7K | 0.00% | −18,489−53.8% | Reduced |
| 360 Financial, Inc. | 15,324 | $87.7K | 0.05% | +421+2.8% | Added |
| Victory Capital Management Inc | 15,232 | $87.1K | 0.00% | −356−2.3% | Reduced |
| Principal Financial Group Inc | 15,126 | $86.5K | 0.00% | −760−4.8% | 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 |
| Amalgamated Bank | 14,435 | $83.0K | 0.00% | −5,714−28.4% | Reduced |
| Tower Research Capital LLC (TRC) | 14,389 | $82.3K | 0.00% | +1,039+7.8% | Added |
| Janney Montgomery Scott LLC | 13,610 | $78.0K | 0.00% | −521−3.7% | Reduced |
| IHT Wealth Management, LLC | 13,565 | $77.6K | 0.00% | −100−0.7% | Reduced |
| Quadrature Capital Ltd | 13,325 | $76.3K | 0.00% | −69,921−84.0% | Reduced |
| Tortoise Investment Management, LLC | 12,843 | $73.5K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 12,467 | $71.3K | 0.00% | −8,103−39.4% | Reduced |
| Arrowroot Family Office, LLC | 12,241 | $70.0K | 0.05% | −8,641−41.4% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $68.6K | 0.10% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 11,900 | $68.1K | 0.01% | +11,900 | New |
| State of Wisconsin Investment Board | 11,610 | $66.4K | 0.00% | +11,610 | New |
| Teacher Retirement System of Texas | 11,103 | $64.0K | 0.00% | +11,103 | New |
| Ameritas Investment Partners, Inc. | 10,809 | $61.8K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,582 | $60.5K | 0.00% | −700−6.2% | Reduced |
| Meridian Wealth Management, LLC | 10,500 | $60.1K | 0.01% | +10,500 | New |
| National Asset Management, Inc. | 10,300 | $58.9K | 0.00% | −16,555−61.6% | Reduced |
| Lazari Capital Management, Inc. | 10,086 | $57.7K | 0.03% | +10,086 | New |
| Exchange Traded Concepts, LLC | 9,340 | $53.4K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $48.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,932 | $45.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,653 | $26.6K | 0.00% | −3,675−44.1% | Reduced |
| Armstrong Advisory Group, Inc | 4,424 | $25.3K | 0.00% | +4,424 | New |
| Nisa Investment Advisors, LLC | 4,283 | $24.5K | 0.00% | +3,100+262.0% | Added |
| Cutler Group LP | 4,327 | $24.0K | 0.01% | +4,221+3,982.1% | Added |
| Byrne Asset Management LLC | 3,500 | $20.0K | 0.01% | +100+2.9% | Added |
| US Bancorp | 3,351 | $19.2K | 0.00% | +1,183+54.6% | Added |
| FMR LLC | 3,179 | $18.2K | 0.00% | −660,876−99.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,887 | $16.5K | 0.00% | +1,472+104.0% | Added |
| WR Wealth Planners, LLC | 2,800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,000 | $11.4K | 0.00% | +200+11.1% | Added |
| BIT Capital GmbH | 1,826 | $10.4K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,711 | $9.79K | 0.00% | +1,711 | New |
| Newbridge Financial Services Group, Inc. | 1,500 | $8.58K | 0.00% | −3,045−67.0% | Reduced |
| CWM, LLC | 1,184 | $7.00K | 0.00% | −965−44.9% | Reduced |
| Allworth Financial LP | 1,160 | $6.64K | 0.00% | +45+4.0% | Added |
| Quantbot Technologies LP | 1,090 | $6.24K | 0.00% | +1,090 | New |
| Capital Analysts, LLC | 1,135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $5.72K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 770 | $4.40K | 0.00% | +120+18.5% | Added |
| Sandy Spring Bank | 700 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 674 | $3.85K | 0.00% | +622+1,196.2% | Added |
| JJJ Advisors Inc. | 540 | $3.09K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 580 | $3.00K | 0.00% | −777−57.3% | Reduced |
| HM Payson & Co | 500 | $2.86K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $2.86K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 500 | $2.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 482 | $2.76K | 0.00% | +482 | New |
| Stone House Investment Management, LLC | 479 | $2.74K | 0.00% | +100+26.4% | Added |
| Piershale Financial Group, Inc. | 450 | $2.57K | 0.00% | 00.0% | Unchanged |