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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 21,691 | $92.0K | 0.00% | +337+1.6% | Added |
| Pictet Asset Management Holding SA | 21,826 | $92.5K | 0.00% | +21,826 | New |
| Prospera Financial Services Inc | 24,069 | $102.0K | 0.00% | −700−2.8% | Reduced |
| Tudor Investment Corp Et Al | 24,658 | $104.5K | 0.00% | +24,658 | New |
| J.W. Cole Advisors, Inc. | 24,971 | $105.9K | 0.01% | −3,589−12.6% | Reduced |
| Vident Advisory, LLC | 25,576 | $108.4K | 0.00% | +25,576 | New |
| The PNC Financial Services Group, Inc. | 27,674 | $117.3K | 0.00% | −200−0.7% | Reduced |
| Creative Planning | 28,526 | $120.9K | 0.00% | +6,844+31.6% | Added |
| International Assets Investment Management, LLC | 29,900 | $121.4K | 0.02% | +4,150+16.1% | Added |
| Emfo, LLC | 29,140 | $123.6K | 0.12% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 29,442 | $124.8K | 0.00% | −23−0.1% | Reduced |
| AQR Capital Management LLC | 30,046 | $127.4K | 0.00% | +30,046 | New |
| DekaBank Deutsche Girozentrale | 30,000 | $128.0K | 0.00% | −1,800−5.7% | Reduced |
| HB Wealth Management, LLC | 31,004 | $131.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,187 | $149.2K | 0.00% | +4,924+16.3% | Added |
| Advisor Group Holdings, Inc. | 35,415 | $150.2K | 0.00% | +2,453+7.4% | Added |
| SEI Investments Co | 36,435 | $154.5K | 0.00% | −10,266−22.0% | Reduced |
| Jane Street Group, LLC | 38,346 | $162.6K | 0.00% | −69,359−64.4% | Reduced |
| Oppenheimer & Co Inc | 39,609 | $167.9K | 0.00% | −570−1.4% | Reduced |
| LPL Financial LLC | 40,152 | $170.2K | 0.00% | −53,506−57.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 40,667 | $172.0K | 0.00% | −8,831−17.8% | Reduced |
| State Board of Administration of Florida Retirement System | 40,660 | $172.4K | 0.00% | +220+0.5% | Added |
| Arizona State Retirement System | 42,069 | $178.4K | 0.00% | +823+2.0% | Added |
| Strategic Investment Solutions, Inc. | 31,500 | $179.9K | 0.00% | +31,000+6,200.0% | Added |
| KBC Group NV | 43,719 | $185.0K | 0.00% | +43,719 | New |
| Prelude Capital Management, LLC | 46,022 | $195.1K | 0.02% | +11,463+33.2% | Added |
| Flputnam Investment Management Co | 47,166 | $200.0K | 0.01% | −6,483−12.1% | Reduced |
| HighTower Advisors, LLC | 49,763 | $213.0K | 0.00% | −720−1.4% | Reduced |
| Quadrature Capital Ltd | 51,895 | $219.5K | 0.00% | +38,570+289.5% | Added |
| State of Wisconsin Investment Board | 53,869 | $228.4K | 0.00% | +42,259+364.0% | Added |
| New York State Common Retirement Fund | 55,636 | $235.9K | 0.00% | −317−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 56,195 | $238.3K | 0.00% | −2,556−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 61,545 | $261.0K | 0.00% | −5,311−7.9% | Reduced |
| Advisory Services Network, LLC | 62,328 | $264.3K | 0.01% | −1,433−2.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 63,000 | $267.1K | 0.05% | +63,000 | New |
| Cetera Investment Advisers | 69,820 | $296.0K | 0.00% | −640−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 70,944 | $300.8K | 0.01% | +19,696+38.4% | Added |
| American International Group, Inc. | 71,100 | $301.5K | 0.00% | +2,529+3.7% | Added |
| Waratah Capital Advisors Ltd. | 71,698 | $304.0K | 0.01% | +71,698 | New |
| Keebeck Alpha, LP | 72,037 | $305.4K | 0.30% | +72,037 | New |
| Ulland Investment Advisors, LLC | 73,150 | $310.0K | 0.34% | +2,910+4.1% | Added |
| Janus Henderson Group PLC | 74,962 | $317.1K | 0.00% | +50.0% | Added |
| MetLife Investment Management | 76,958 | $326.3K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 77,312 | $327.8K | 0.00% | +20,216+35.4% | Added |
| Voya Investment Management LLC | 81,633 | $346.1K | 0.00% | +4,235+5.5% | Added |
| Price T Rowe Associates Inc | 88,095 | $374.0K | 0.00% | +11,572+15.1% | Added |
| Boothbay Fund Management, LLC | 88,450 | $375.0K | 0.01% | +32,435+57.9% | Added |
| Dimensional Fund Advisors LP | 89,960 | $381.4K | 0.00% | +89,960 | New |
| Capital Fund Management S.A. | 100,155 | $424.7K | 0.01% | −25,361−20.2% | Reduced |
| Pinebridge Investments, L.P. | 111,716 | $473.7K | 0.01% | +110,005+6,429.3% | Added |
| Raymond James & Associates | 114,999 | $487.6K | 0.00% | +3,995+3.6% | Added |
| HSBC Holdings PLC | 116,532 | $489.6K | 0.00% | −594,190−83.6% | Reduced |
| Millennium Management LLC | 118,077 | $500.6K | 0.00% | −149,810−55.9% | Reduced |
| National Bank of Canada | 136,337 | $506.1K | 0.00% | +13,200+10.7% | Added |
| Perigon Wealth Management, LLC | 129,100 | $547.4K | 0.02% | +1,088+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 132,482 | $561.7K | 0.00% | −84,876−39.0% | Reduced |
| Alliancebernstein L.P. | 133,408 | $565.6K | 0.00% | −16,704−11.1% | Reduced |
| Symmetry Investments LP | 133,661 | $566.7K | 0.16% | −26,239−16.4% | Reduced |
| Cubist Systematic Strategies, LLC | 137,204 | $581.7K | 0.01% | −29,666−17.8% | Reduced |
| Captrust Financial Advisors | 138,500 | $587.2K | 0.00% | +7,493+5.7% | Added |
| Legal & General Group Plc | 139,274 | $590.5K | 0.00% | +9,174+7.1% | Added |
| California State Teachers Retirement System | 161,946 | $686.7K | 0.00% | −14,634−8.3% | Reduced |
| UBS Asset Management Americas Inc | 162,076 | $687.2K | 0.00% | +73,808+83.6% | Added |
| SCP Investment, LP | 164,800 | $698.8K | 0.53% | +124,000+303.9% | Added |
| Insight Wealth Strategies, LLC | 171,604 | $727.6K | 0.14% | +14,497+9.2% | Added |
| JPMorgan Chase & Co | 179,986 | $763.1K | 0.00% | −22,167−11.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 193,394 | $820.0K | 0.00% | −15,293−7.3% | Reduced |
| Tiedemann Advisors, LLC | 217,940 | $924.1K | 0.04% | 00.0% | Unchanged |
| AnglePoint Asset Management Ltd | 248,702 | $1.05M | 1.35% | −296,720−54.4% | Reduced |
| Susquehanna International Group, LLP | 258,040 | $1.09M | 0.00% | −171,446−39.9% | Reduced |
| Rhumbline Advisers | 258,464 | $1.10M | 0.00% | +10,190+4.1% | Added |
| Plustick Management LLC | 260,000 | $1.10M | 0.87% | +180,000+225.0% | Added |
| Two Sigma Investments, LP | 263,529 | $1.12M | 0.00% | −714,087−73.0% | Reduced |
| Swiss National Bank | 324,800 | $1.38M | 0.00% | +5,100+1.6% | Added |
| Swedbank AB | 386,100 | $1.64M | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 397,267 | $1.68M | 0.03% | −43,598−9.9% | Reduced |
| E. Ohman J:or Asset Management AB | 400,000 | $1.70M | 0.06% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 402,535 | $1.71M | 0.17% | −189,926−32.1% | Reduced |
| Vontobel Holding Ltd. | 412,000 | $1.75M | 0.02% | −90,900−18.1% | Reduced |
| Mizuho Markets Americas LLC | 417,390 | $1.77M | 0.07% | −22,400−5.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 450,000 | $1.91M | 0.33% | −75,000−14.3% | Reduced |
| Barclays PLC | 464,568 | $1.97M | 0.00% | −130,579−21.9% | Reduced |
| Nicola Wealth Management Ltd. | 490,000 | $2.08M | 0.22% | −60,000−10.9% | Reduced |
| Decade Renewable Partners LP | 496,375 | $2.10M | 1.27% | +80,293+19.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 499,922 | $2.12M | 0.01% | −37,175−6.9% | Reduced |
| Royal Bank of Canada | 544,197 | $2.31M | 0.00% | +57,687+11.9% | Added |
| Baird Financial Group, Inc. | 550,798 | $2.34M | 0.01% | −1,085−0.2% | Reduced |
| Bank of America Corp | 561,888 | $2.38M | 0.00% | +174,422+45.0% | Added |
| Alps Advisors Inc | 595,537 | $2.53M | 0.02% | −37,101−5.9% | Reduced |
| Bank of Montreal | 532,085 | $2.56M | 0.00% | +532,085 | New |
| Deutsche Bank AG | 605,722 | $2.57M | 0.00% | +22,222+3.8% | Added |
| Nuveen Asset Management, LLC | 620,809 | $2.63M | 0.00% | +1,674+0.3% | Added |
| Amundi | 694,872 | $2.66M | 0.00% | −13,965−2.0% | Reduced |
| Cohen & Steers, Inc. | 637,750 | $2.70M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 646,918 | $2.74M | 0.00% | +43,859+7.3% | Added |
| Credit Suisse AG | 685,452 | $2.91M | 0.00% | −8,210−1.2% | Reduced |
| Rock Point Advisors, LLC | 687,445 | $2.91M | 1.01% | +194,335+39.4% | Added |
| UBS Group AG | 708,435 | $3.00M | 0.00% | −58,095−7.6% | Reduced |
| HITE Hedge Asset Management LLC | 729,251 | $3.09M | 0.33% | −211,524−22.5% | Reduced |
| Wells Fargo & Company | 742,637 | $3.15M | 0.00% | −109,991−12.9% | Reduced |