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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 816,295 | $3.46M | 0.01% | +21,566+2.7% | Added |
| Citigroup Inc | 864,631 | $3.67M | 0.01% | −80,406−8.5% | Reduced |
| Yaupon Capital Management LP | 879,481 | $3.73M | 0.42% | +444,444+102.2% | Added |
| Levin Capital Strategies, L.P. | 956,812 | $4.06M | 0.51% | −51,599−5.1% | Reduced |
| Autonomy Capital (Jersey) L.P. | 959,037 | $4.07M | 9.67% | −200,281−17.3% | Reduced |
| First Trust Advisors LP | 1,042,243 | $4.42M | 0.01% | +115,520+12.5% | Added |
| Ardsley Advisory Partners LP | 1,060,000 | $4.49M | 1.22% | −343,000−24.4% | Reduced |
| Lido Advisors, LLC | 1,075,772 | $4.56M | 0.05% | +1,075,772 | New |
| Nomura Holdings Inc | 1,093,631 | $4.64M | 0.05% | +79,130+7.8% | Added |
| Charles Schwab Investment Management Inc | 1,127,800 | $4.78M | 0.00% | +39,010+3.6% | Added |
| Northern Trust Corp | 1,310,502 | $5.56M | 0.00% | +11,247+0.9% | Added |
| Erste Asset Management GmbH | 1,364,745 | $5.70M | 0.10% | −611,040−30.9% | Reduced |
| Van Eck Associates Corp | 1,526,956 | $6.47M | 0.01% | −72,300−4.5% | Reduced |
| Goldman Sachs Group Inc | 1,651,104 | $7.00M | 0.00% | −167,641−9.2% | Reduced |
| Norges Bank | 1,828,134 | $7.75M | 0.00% | +890,816+95.0% | Added |
| Morgan Stanley | 2,055,742 | $8.72M | 0.00% | +627,153+43.9% | Added |
| Invesco Ltd. | 2,176,112 | $9.23M | 0.00% | −250,008−10.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,215,545 | $9.39M | 0.02% | −588,859−21.0% | Reduced |
| Point72 Asset Management, L.P. | 2,260,723 | $9.59M | 0.03% | +2,098,143+1,290.5% | Added |
| Geode Capital Management, LLC | 2,943,502 | $12.5M | 0.00% | +116,338+4.1% | Added |
| State Street Corp | 3,322,695 | $14.1M | 0.00% | +41,854+1.3% | Added |
| Wellington Management Group LLP | 3,839,664 | $16.3M | 0.00% | +362,203+10.4% | Added |
| Alkeon Capital Management LLC | 3,888,612 | $16.5M | 0.10% | +1,000,000+34.6% | Added |
| Electron Capital Partners, LLC | 4,978,739 | $21.1M | 1.07% | +1,909,478+62.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,341,334 | $26.9M | 0.08% | +3,271,193+106.5% | Added |
| BlackRock Inc. | 10,331,451 | $43.8M | 0.00% | −238,073−2.3% | Reduced |
| Schroder Investment Management Group | 11,071,088 | $46.9M | 0.07% | +438,834+4.1% | Added |
| Vanguard Group Inc | 13,765,108 | $58.4M | 0.00% | +9740.0% | Added |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,608,611−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −418,868−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −337,166−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −174,659−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −108,997−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −77,763−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| Altrafin AG | 0 | $0 | 0.00% | −42,671−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −38,428−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −38,426−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −36,590−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −31,246−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,750−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −25,402−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −23,864−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −22,874−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,561−100.0% | Sold out |
| Hall Private Wealth Advisors | 0 | $0 | 0.00% | −17,793−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −17,468−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −9,340−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Piershale Financial Group, Inc. | – | – | – | – | Not filed |