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, Q3 2023
Institutional positions in Stem, Inc. as of Sep 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
- +2 vs. Q2 2023
- Shares held
- 108.5M
- +4.91M (+4.7%) vs. Q2 2023
- Total value
- $460.1M
- −$132.8M (−22.4%) vs. Q2 2023
- New holders
- 34
- 72 more added
- Sold out
- 32
- 72 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,765,108 | $58.4M | 0.00% | +9740.0% | Added |
| Schroder Investment Management Group | 11,071,088 | $46.9M | 0.07% | +438,834+4.1% | Added |
| BlackRock Inc. | 10,331,451 | $43.8M | 0.00% | −238,073−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,341,334 | $26.9M | 0.08% | +3,271,193+106.5% | Added |
| Electron Capital Partners, LLC | 4,978,739 | $21.1M | 1.07% | +1,909,478+62.2% | Added |
| Alkeon Capital Management LLC | 3,888,612 | $16.5M | 0.10% | +1,000,000+34.6% | Added |
| Wellington Management Group LLP | 3,839,664 | $16.3M | 0.00% | +362,203+10.4% | Added |
| State Street Corp | 3,322,695 | $14.1M | 0.00% | +41,854+1.3% | Added |
| Geode Capital Management, LLC | 2,943,502 | $12.5M | 0.00% | +116,338+4.1% | Added |
| Point72 Asset Management, L.P. | 2,260,723 | $9.59M | 0.03% | +2,098,143+1,290.5% | Added |
| CIBC Private Wealth Group, LLC | 2,215,545 | $9.39M | 0.02% | −588,859−21.0% | Reduced |
| Invesco Ltd. | 2,176,112 | $9.23M | 0.00% | −250,008−10.3% | Reduced |
| Morgan Stanley | 2,055,742 | $8.72M | 0.00% | +627,153+43.9% | Added |
| Norges Bank | 1,828,134 | $7.75M | 0.00% | +890,816+95.0% | Added |
| Goldman Sachs Group Inc | 1,651,104 | $7.00M | 0.00% | −167,641−9.2% | Reduced |
| Van Eck Associates Corp | 1,526,956 | $6.47M | 0.01% | −72,300−4.5% | Reduced |
| Erste Asset Management GmbH | 1,364,745 | $5.70M | 0.10% | −611,040−30.9% | Reduced |
| Northern Trust Corp | 1,310,502 | $5.56M | 0.00% | +11,247+0.9% | Added |
| Charles Schwab Investment Management Inc | 1,127,800 | $4.78M | 0.00% | +39,010+3.6% | Added |
| Nomura Holdings Inc | 1,093,631 | $4.64M | 0.05% | +79,130+7.8% | Added |
| Lido Advisors, LLC | 1,075,772 | $4.56M | 0.05% | +1,075,772 | New |
| Ardsley Advisory Partners LP | 1,060,000 | $4.49M | 1.22% | −343,000−24.4% | Reduced |
| First Trust Advisors LP | 1,042,243 | $4.42M | 0.01% | +115,520+12.5% | Added |
| Autonomy Capital (Jersey) L.P. | 959,037 | $4.07M | 9.67% | −200,281−17.3% | Reduced |
| Levin Capital Strategies, L.P. | 956,812 | $4.06M | 0.51% | −51,599−5.1% | Reduced |
| Yaupon Capital Management LP | 879,481 | $3.73M | 0.42% | +444,444+102.2% | Added |
| Citigroup Inc | 864,631 | $3.67M | 0.01% | −80,406−8.5% | Reduced |
| Rockefeller Capital Management L.P. | 816,295 | $3.46M | 0.01% | +21,566+2.7% | Added |
| Wells Fargo & Company | 742,637 | $3.15M | 0.00% | −109,991−12.9% | Reduced |
| HITE Hedge Asset Management LLC | 729,251 | $3.09M | 0.33% | −211,524−22.5% | Reduced |
| UBS Group AG | 708,435 | $3.00M | 0.00% | −58,095−7.6% | Reduced |
| Rock Point Advisors, LLC | 687,445 | $2.91M | 1.01% | +194,335+39.4% | Added |
| Credit Suisse AG | 685,452 | $2.91M | 0.00% | −8,210−1.2% | Reduced |
| Bank of New York Mellon Corp | 646,918 | $2.74M | 0.00% | +43,859+7.3% | Added |
| Cohen & Steers, Inc. | 637,750 | $2.70M | 0.01% | 00.0% | Unchanged |
| Amundi | 694,872 | $2.66M | 0.00% | −13,965−2.0% | Reduced |
| Nuveen Asset Management, LLC | 620,809 | $2.63M | 0.00% | +1,674+0.3% | Added |
| Deutsche Bank AG | 605,722 | $2.57M | 0.00% | +22,222+3.8% | Added |
| Bank of Montreal | 532,085 | $2.56M | 0.00% | +532,085 | New |
| Alps Advisors Inc | 595,537 | $2.53M | 0.02% | −37,101−5.9% | Reduced |
| Bank of America Corp | 561,888 | $2.38M | 0.00% | +174,422+45.0% | Added |
| Baird Financial Group, Inc. | 550,798 | $2.34M | 0.01% | −1,085−0.2% | Reduced |
| Royal Bank of Canada | 544,197 | $2.31M | 0.00% | +57,687+11.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 499,922 | $2.12M | 0.01% | −37,175−6.9% | Reduced |
| Decade Renewable Partners LP | 496,375 | $2.10M | 1.27% | +80,293+19.3% | Added |
| Nicola Wealth Management Ltd. | 490,000 | $2.08M | 0.22% | −60,000−10.9% | Reduced |
| Barclays PLC | 464,568 | $1.97M | 0.00% | −130,579−21.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 450,000 | $1.91M | 0.33% | −75,000−14.3% | Reduced |
| Mizuho Markets Americas LLC | 417,390 | $1.77M | 0.07% | −22,400−5.1% | Reduced |
| Vontobel Holding Ltd. | 412,000 | $1.75M | 0.02% | −90,900−18.1% | Reduced |
| Cushing Asset Management, LP | 402,535 | $1.71M | 0.17% | −189,926−32.1% | Reduced |
| E. Ohman J:or Asset Management AB | 400,000 | $1.70M | 0.06% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 397,267 | $1.68M | 0.03% | −43,598−9.9% | Reduced |
| Swedbank AB | 386,100 | $1.64M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 324,800 | $1.38M | 0.00% | +5,100+1.6% | Added |
| Two Sigma Investments, LP | 263,529 | $1.12M | 0.00% | −714,087−73.0% | Reduced |
| Plustick Management LLC | 260,000 | $1.10M | 0.87% | +180,000+225.0% | Added |
| Rhumbline Advisers | 258,464 | $1.10M | 0.00% | +10,190+4.1% | Added |
| Susquehanna International Group, LLP | 258,040 | $1.09M | 0.00% | −171,446−39.9% | Reduced |
| AnglePoint Asset Management Ltd | 248,702 | $1.05M | 1.35% | −296,720−54.4% | Reduced |
| Tiedemann Advisors, LLC | 217,940 | $924.1K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 193,394 | $820.0K | 0.00% | −15,293−7.3% | Reduced |
| JPMorgan Chase & Co | 179,986 | $763.1K | 0.00% | −22,167−11.0% | Reduced |
| Insight Wealth Strategies, LLC | 171,604 | $727.6K | 0.14% | +14,497+9.2% | Added |
| SCP Investment, LP | 164,800 | $698.8K | 0.53% | +124,000+303.9% | Added |
| UBS Asset Management Americas Inc | 162,076 | $687.2K | 0.00% | +73,808+83.6% | Added |
| California State Teachers Retirement System | 161,946 | $686.7K | 0.00% | −14,634−8.3% | Reduced |
| Legal & General Group Plc | 139,274 | $590.5K | 0.00% | +9,174+7.1% | Added |
| Captrust Financial Advisors | 138,500 | $587.2K | 0.00% | +7,493+5.7% | Added |
| Cubist Systematic Strategies, LLC | 137,204 | $581.7K | 0.01% | −29,666−17.8% | Reduced |
| Symmetry Investments LP | 133,661 | $566.7K | 0.16% | −26,239−16.4% | Reduced |
| Alliancebernstein L.P. | 133,408 | $565.6K | 0.00% | −16,704−11.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 132,482 | $561.7K | 0.00% | −84,876−39.0% | Reduced |
| Perigon Wealth Management, LLC | 129,100 | $547.4K | 0.02% | +1,088+0.8% | Added |
| National Bank of Canada | 136,337 | $506.1K | 0.00% | +13,200+10.7% | Added |
| Millennium Management LLC | 118,077 | $500.6K | 0.00% | −149,810−55.9% | Reduced |
| HSBC Holdings PLC | 116,532 | $489.6K | 0.00% | −594,190−83.6% | Reduced |
| Raymond James & Associates | 114,999 | $487.6K | 0.00% | +3,995+3.6% | Added |
| Pinebridge Investments, L.P. | 111,716 | $473.7K | 0.01% | +110,005+6,429.3% | Added |
| Capital Fund Management S.A. | 100,155 | $424.7K | 0.01% | −25,361−20.2% | Reduced |
| Dimensional Fund Advisors LP | 89,960 | $381.4K | 0.00% | +89,960 | New |
| Boothbay Fund Management, LLC | 88,450 | $375.0K | 0.01% | +32,435+57.9% | Added |
| Price T Rowe Associates Inc | 88,095 | $374.0K | 0.00% | +11,572+15.1% | Added |
| Voya Investment Management LLC | 81,633 | $346.1K | 0.00% | +4,235+5.5% | Added |
| DnB Asset Management AS | 77,312 | $327.8K | 0.00% | +20,216+35.4% | Added |
| MetLife Investment Management | 76,958 | $326.3K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 74,962 | $317.1K | 0.00% | +50.0% | Added |
| Ulland Investment Advisors, LLC | 73,150 | $310.0K | 0.34% | +2,910+4.1% | Added |
| Keebeck Alpha, LP | 72,037 | $305.4K | 0.30% | +72,037 | New |
| Waratah Capital Advisors Ltd. | 71,698 | $304.0K | 0.01% | +71,698 | New |
| American International Group, Inc. | 71,100 | $301.5K | 0.00% | +2,529+3.7% | Added |
| Foundations Investment Advisors, LLC | 70,944 | $300.8K | 0.01% | +19,696+38.4% | Added |
| Cetera Investment Advisers | 69,820 | $296.0K | 0.00% | −640−0.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 63,000 | $267.1K | 0.05% | +63,000 | New |
| Advisory Services Network, LLC | 62,328 | $264.3K | 0.01% | −1,433−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 61,545 | $261.0K | 0.00% | −5,311−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 56,195 | $238.3K | 0.00% | −2,556−4.4% | Reduced |
| New York State Common Retirement Fund | 55,636 | $235.9K | 0.00% | −317−0.6% | Reduced |
| State of Wisconsin Investment Board | 53,869 | $228.4K | 0.00% | +42,259+364.0% | Added |
| Quadrature Capital Ltd | 51,895 | $219.5K | 0.00% | +38,570+289.5% | Added |