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
- 228
- +3 vs. Q2 2023
- Shares held
- 108.5M
- +4.91M (+4.7%) vs. Q2 2023
- Total value
- $460.1M
- −$132.7M (−22.4%) vs. Q2 2023
- New holders
- 34
- 73 more added
- Sold out
- 31
- 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 23 | $0 | 0.00% | −4−14.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | +1 | New |
| Eukles Asset Management | 1 | $4 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5 | $21 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 10 | $41 | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 17 | $73 | 0.00% | +17 | New |
| Crewe Advisors LLC | 28 | $119 | 0.00% | +5+21.7% | Added |
| Citadel Advisors LLC | 40 | $170 | 0.00% | −271,759−100.0% | Reduced |
| Missouri Trust & Investment Co | 55 | $233 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 74 | $314 | 0.00% | +74 | New |
| Russell Investments Group, Ltd. | 76 | $322 | 0.00% | +76 | New |
| Sound Income Strategies, LLC | 100 | $424 | 0.00% | −22−18.0% | Reduced |
| Atlantic Trust, LLC | 100 | $424 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 125 | $530 | 0.00% | +125 | New |
| Albion Financial Group | 135 | $573 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $636 | 0.00% | +150 | New |
| Toronto Dominion Bank | 194 | $823 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 200 | $848 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $848 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $924 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 232 | $984 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 525 | $1.00K | 0.00% | −55−9.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $1.00K | 0.00% | +236 | New |
| Tucker Asset Management LLC | 242 | $1.03K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $1.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 254 | $1.08K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 293 | $1.24K | 0.00% | +46+18.6% | Added |
| PSI Advisors, LLC | 300 | $1.27K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 312 | $1.32K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 355 | $1.50K | 0.00% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 500 | $1.92K | 0.00% | +500 | New |
| Quadrant Capital Group LLC | 471 | $2.00K | 0.00% | +417+772.2% | Added |
| Lazard Asset Management LLC | 500 | $2.00K | 0.00% | +500 | New |
| Stone House Investment Management, LLC | 479 | $2.03K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $2.12K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $2.12K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 540 | $2.29K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 635 | $2.69K | 0.00% | +635 | New |
| Signaturefd, LLC | 691 | $2.93K | 0.00% | +17+2.5% | Added |
| Sandy Spring Bank | 700 | $2.97K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $2.97K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 700 | $2.97K | 0.00% | +700 | New |
| Cutler Group LP | 750 | $3.00K | 0.00% | −3,577−82.7% | Reduced |
| Geneos Wealth Management Inc. | 770 | $3.27K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $3.58K | 0.00% | +400 | New |
| Wolff Wiese Magana LLC | 1,000 | $4.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,160 | $4.92K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,080 | $5.00K | 0.00% | −55−4.8% | Reduced |
| Versant Capital Management, Inc | 1,730 | $7.33K | 0.00% | +1,248+258.9% | Added |
| Clearstead Advisors, LLC | 2,000 | $8.48K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,100 | $8.90K | 0.00% | −50−2.3% | Reduced |
| WR Wealth Planners, LLC | 2,800 | $11.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,944 | $12.5K | 0.00% | −407−12.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,000 | $12.7K | 0.01% | +1,500+100.0% | Added |
| Byrne Asset Management LLC | 3,800 | $16.0K | 0.01% | +300+8.6% | Added |
| CWM, LLC | 3,873 | $16.0K | 0.00% | +2,689+227.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,033 | $17.1K | 0.00% | +1,146+39.7% | Added |
| Comerica Bank | 4,084 | $17.3K | 0.00% | +4,084 | New |
| Nisa Investment Advisors, LLC | 4,283 | $18.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,424 | $18.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,628 | $19.6K | 0.00% | −25−0.5% | Reduced |
| FMR LLC | 5,123 | $21.7K | 0.00% | +1,944+61.2% | Added |
| Tower Research Capital LLC (TRC) | 5,534 | $23.5K | 0.00% | −8,855−61.5% | Reduced |
| Metropolitan Life Insurance Co | 7,932 | $33.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,053 | $42.6K | 0.00% | −58,687−85.4% | Reduced |
| Lazari Capital Management, Inc. | 10,086 | $42.8K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10,124 | $42.9K | 0.02% | +10,124 | New |
| Prudential Financial Inc | 10,185 | $43.2K | 0.00% | +10,185 | New |
| Dynamic Technology Lab Private Ltd | 10,406 | $44.0K | 0.00% | +10,406 | New |
| Meridian Wealth Management, LLC | 10,500 | $44.5K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,582 | $44.9K | 0.00% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 10,773 | $45.7K | 0.04% | −1,468−12.0% | Reduced |
| Two Sigma Securities, LLC | 10,984 | $46.6K | 0.00% | +10,984 | New |
| Teacher Retirement System of Texas | 11,356 | $48.0K | 0.00% | +253+2.3% | Added |
| Advisors Asset Management, Inc. | 11,549 | $49.0K | 0.00% | −4,309−27.2% | Reduced |
| Toroso Investments, LLC | 11,582 | $49.1K | 0.00% | +11,582 | New |
| Brave Asset Management Inc | 11,900 | $50.5K | 0.02% | +11,900 | New |
| Deuterium Capital Management, LLC | 12,000 | $50.9K | 0.12% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 12,500 | $53.0K | 0.01% | −19,500−60.9% | Reduced |
| Fisher Asset Management, LLC | 12,500 | $53.0K | 0.00% | +12,500 | New |
| Tortoise Investment Management, LLC | 12,843 | $54.5K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,000 | $55.1K | 0.00% | +13,000 | New |
| 360 Financial, Inc. | 14,724 | $56.8K | 0.04% | −600−3.9% | Reduced |
| IHT Wealth Management, LLC | 13,565 | $57.5K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 15,000 | $57.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,154 | $60.0K | 0.00% | +3,345+30.9% | Added |
| Amalgamated Bank | 14,435 | $61.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15,000 | $63.6K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,581 | $66.1K | 0.00% | +349+2.3% | Added |
| Mariner, LLC | 16,651 | $70.6K | 0.00% | +4,184+33.6% | Added |
| Davy Global Fund Management Ltd | 17,628 | $74.7K | 0.02% | +17,628 | New |
| ProShare Advisors LLC | 18,508 | $78.5K | 0.00% | −21−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 18,950 | $80.3K | 0.00% | +1,108+6.2% | Added |
| Clear Harbor Asset Management, LLC | 19,383 | $82.2K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,075 | $85.1K | 0.00% | −1,475−6.8% | Reduced |
| Bayesian Capital Management, LP | 20,200 | $85.6K | 0.01% | +8,300+69.7% | Added |
| Janney Montgomery Scott LLC | 21,025 | $89.0K | 0.00% | +7,415+54.5% | Added |
| Principal Financial Group Inc | 21,067 | $89.3K | 0.00% | +5,941+39.3% | Added |