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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 6 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q3 2023 vs. Q2 2023

How the institutions holding Stem, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of STEM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2272228+3
Shares103.6M22.3K108.5M+4.91M (+4.7%)
Value$592.9M$127.4K$460.1M−$132.7M (−22.4%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Stem, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to STEM in Q3 2023
InstitutionSharesValue% of portfolio
Lido Advisors, LLC1,075,772$4.56M0.05%
Bank of Montreal532,085$2.56M0.00%
Dimensional Fund Advisors LP89,960$381.4K0.00%
Keebeck Alpha, LP72,037$305.4K0.30%
Waratah Capital Advisors Ltd.71,698$304.0K0.01%
Hussman Strategic Advisors, Inc.63,000$267.1K0.05%
KBC Group NV43,719$185.0K0.00%
AQR Capital Management LLC30,046$127.4K0.00%
Vident Advisory, LLC25,576$108.4K0.00%
Tudor Investment Corp Et Al24,658$104.5K0.00%
Pictet Asset Management Holding SA21,826$92.5K0.00%
Davy Global Fund Management Ltd17,628$74.7K0.02%
Sequoia Financial Advisors, LLC13,000$55.1K0.00%
Fisher Asset Management, LLC12,500$53.0K0.00%
Brave Asset Management Inc11,900$50.5K0.02%
Toroso Investments, LLC11,582$49.1K0.00%
Two Sigma Securities, LLC10,984$46.6K0.00%
Dynamic Technology Lab Private Ltd10,406$44.0K0.00%
Prudential Financial Inc10,185$43.2K0.00%
Householder Group Estate & Retirement Specialist, LLC10,124$42.9K0.02%
Comerica Bank4,084$17.3K0.00%
Coppell Advisory Solutions LLC400$3.58K0.00%
Northwestern Mutual Wealth Management Co700$2.97K0.00%
Allspring Global Investments Holdings, LLC635$2.69K0.00%
Lazard Asset Management LLC500$2.00K0.00%
Reitz Capital Advisors LLC500$1.92K0.00%
Rise Advisors, LLC236$1.00K0.00%
ORG Partners LLC150$6360.00%
Quintet Private Bank (Europe) S.A.125$5300.00%
Russell Investments Group, Ltd.76$3220.00%
Lindbrook Capital, LLC74$3140.00%
FinTrust Capital Advisors, LLC17$730.00%
Clean Yield Group10$410.00%
Harel Insurance Investments & Financial Services Ltd.1$00.00%

Sold out (31)

Institutions that held Stem, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (2)

Institutions that held Stem, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA21,826$124.8K
Piershale Financial Group, Inc.450$2.57K