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.
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 49,763 | $213.0K | 0.00% | −720−1.4% | Reduced |
| Flputnam Investment Management Co | 47,166 | $200.0K | 0.01% | −6,483−12.1% | Reduced |
| Prelude Capital Management, LLC | 46,022 | $195.1K | 0.02% | +11,463+33.2% | Added |
| KBC Group NV | 43,719 | $185.0K | 0.00% | +43,719 | New |
| Strategic Investment Solutions, Inc. | 31,500 | $179.9K | 0.00% | +31,000+6,200.0% | Added |
| Arizona State Retirement System | 42,069 | $178.4K | 0.00% | +823+2.0% | Added |
| State Board of Administration of Florida Retirement System | 40,660 | $172.4K | 0.00% | +220+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,667 | $172.0K | 0.00% | −8,831−17.8% | Reduced |
| LPL Financial LLC | 40,152 | $170.2K | 0.00% | −53,506−57.1% | Reduced |
| Oppenheimer & Co Inc | 39,609 | $167.9K | 0.00% | −570−1.4% | Reduced |
| Jane Street Group, LLC | 38,346 | $162.6K | 0.00% | −69,359−64.4% | Reduced |
| SEI Investments Co | 36,435 | $154.5K | 0.00% | −10,266−22.0% | Reduced |
| Advisor Group Holdings, Inc. | 35,415 | $150.2K | 0.00% | +2,453+7.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,187 | $149.2K | 0.00% | +4,924+16.3% | Added |
| HB Wealth Management, LLC | 31,004 | $131.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 30,000 | $128.0K | 0.00% | −1,800−5.7% | Reduced |
| AQR Capital Management LLC | 30,046 | $127.4K | 0.00% | +30,046 | New |
| Integrated Wealth Concepts LLC | 29,442 | $124.8K | 0.00% | −23−0.1% | Reduced |
| Emfo, LLC | 29,140 | $123.6K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 29,900 | $121.4K | 0.02% | +4,150+16.1% | Added |
| Creative Planning | 28,526 | $120.9K | 0.00% | +6,844+31.6% | Added |
| The PNC Financial Services Group, Inc. | 27,674 | $117.3K | 0.00% | −200−0.7% | Reduced |
| Vident Advisory, LLC | 25,576 | $108.4K | 0.00% | +25,576 | New |
| J.W. Cole Advisors, Inc. | 24,971 | $105.9K | 0.01% | −3,589−12.6% | Reduced |
| Tudor Investment Corp Et Al | 24,658 | $104.5K | 0.00% | +24,658 | New |
| Prospera Financial Services Inc | 24,069 | $102.0K | 0.00% | −700−2.8% | Reduced |
| Pictet Asset Management Holding SA | 21,826 | $92.5K | 0.00% | +21,826 | New |
| Raymond James Financial Services Advisors, Inc. | 21,691 | $92.0K | 0.00% | +337+1.6% | Added |
| Principal Financial Group Inc | 21,067 | $89.3K | 0.00% | +5,941+39.3% | Added |
| Janney Montgomery Scott LLC | 21,025 | $89.0K | 0.00% | +7,415+54.5% | Added |
| Bayesian Capital Management, LP | 20,200 | $85.6K | 0.01% | +8,300+69.7% | Added |
| Sigma Planning Corp | 20,075 | $85.1K | 0.00% | −1,475−6.8% | Reduced |
| Clear Harbor Asset Management, LLC | 19,383 | $82.2K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,950 | $80.3K | 0.00% | +1,108+6.2% | Added |
| ProShare Advisors LLC | 18,508 | $78.5K | 0.00% | −21−0.1% | Reduced |
| Davy Global Fund Management Ltd | 17,628 | $74.7K | 0.02% | +17,628 | New |
| Mariner, LLC | 16,651 | $70.6K | 0.00% | +4,184+33.6% | Added |
| Victory Capital Management Inc | 15,581 | $66.1K | 0.00% | +349+2.3% | Added |
| MTM Investment Management, LLC | 15,000 | $63.6K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 14,435 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,154 | $60.0K | 0.00% | +3,345+30.9% | Added |
| Aries Wealth Management | 15,000 | $57.8K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,565 | $57.5K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 14,724 | $56.8K | 0.04% | −600−3.9% | Reduced |
| Sequoia Financial Advisors, LLC | 13,000 | $55.1K | 0.00% | +13,000 | New |
| Tortoise Investment Management, LLC | 12,843 | $54.5K | 0.01% | 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 |
| Deuterium Capital Management, LLC | 12,000 | $50.9K | 0.12% | 00.0% | Unchanged |
| Brave Asset Management Inc | 11,900 | $50.5K | 0.02% | +11,900 | New |
| Toroso Investments, LLC | 11,582 | $49.1K | 0.00% | +11,582 | New |
| Advisors Asset Management, Inc. | 11,549 | $49.0K | 0.00% | −4,309−27.2% | Reduced |
| Teacher Retirement System of Texas | 11,356 | $48.0K | 0.00% | +253+2.3% | Added |
| Two Sigma Securities, LLC | 10,984 | $46.6K | 0.00% | +10,984 | New |
| Arrowroot Family Office, LLC | 10,773 | $45.7K | 0.04% | −1,468−12.0% | Reduced |
| Wealthspire Advisors, LLC | 10,582 | $44.9K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,500 | $44.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,406 | $44.0K | 0.00% | +10,406 | New |
| Prudential Financial Inc | 10,185 | $43.2K | 0.00% | +10,185 | New |
| Householder Group Estate & Retirement Specialist, LLC | 10,124 | $42.9K | 0.02% | +10,124 | New |
| Lazari Capital Management, Inc. | 10,086 | $42.8K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,053 | $42.6K | 0.00% | −58,687−85.4% | Reduced |
| CKW Financial Group | 8,389 | $36.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,932 | $33.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,534 | $23.5K | 0.00% | −8,855−61.5% | Reduced |
| FMR LLC | 5,123 | $21.7K | 0.00% | +1,944+61.2% | Added |
| GWM Advisors LLC | 4,628 | $19.6K | 0.00% | −25−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,424 | $18.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,283 | $18.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,084 | $17.3K | 0.00% | +4,084 | New |
| Federation des caisses Desjardins du Quebec | 4,033 | $17.1K | 0.00% | +1,146+39.7% | 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 |
| Newbridge Financial Services Group, Inc. | 3,000 | $12.7K | 0.01% | +1,500+100.0% | Added |
| US Bancorp | 2,944 | $12.5K | 0.00% | −407−12.1% | Reduced |
| WR Wealth Planners, LLC | 2,800 | $11.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,100 | $8.90K | 0.00% | −50−2.3% | Reduced |
| Clearstead Advisors, LLC | 2,000 | $8.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,730 | $7.33K | 0.00% | +1,248+258.9% | Added |
| Capital Analysts, LLC | 1,080 | $5.00K | 0.00% | −55−4.8% | Reduced |
| Allworth Financial LP | 1,160 | $4.92K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $4.24K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $3.58K | 0.00% | +400 | New |
| Geneos Wealth Management Inc. | 770 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 750 | $3.00K | 0.00% | −3,577−82.7% | Reduced |
| 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 |
| Signaturefd, LLC | 691 | $2.93K | 0.00% | +17+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 635 | $2.69K | 0.00% | +635 | New |
| JJJ Advisors Inc. | 540 | $2.29K | 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 |
| Stone House Investment Management, LLC | 479 | $2.03K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 500 | $2.00K | 0.00% | +500 | New |
| Quadrant Capital Group LLC | 471 | $2.00K | 0.00% | +417+772.2% | Added |
| Reitz Capital Advisors LLC | 500 | $1.92K | 0.00% | +500 | New |
| Red Tortoise LLC | 355 | $1.50K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 312 | $1.32K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $1.27K | 0.00% | 00.0% | Unchanged |