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, Q4 2023
Institutional positions in Stem, Inc. as of Dec 31, 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
- 224
- −2 vs. Q3 2023
- Shares held
- 98.2M
- −10.2M (−9.4%) vs. Q3 2023
- Total value
- $380.9M
- −$78.3M (−17.0%) vs. Q3 2023
- New holders
- 35
- 63 more added
- Sold out
- 37
- 83 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 11,431,320 | $44.4M | 0.06% | +360,232+3.3% | Added |
| BlackRock Inc. | 11,203,573 | $43.5M | 0.00% | +872,122+8.4% | Added |
| Vanguard Group Inc | 11,123,924 | $43.2M | 0.00% | −2,641,184−19.2% | Reduced |
| Alkeon Capital Management LLC | 7,188,612 | $27.9M | 0.18% | +3,300,000+84.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,637,625 | $25.8M | 0.07% | +296,291+4.7% | Added |
| State Street Corp | 3,783,383 | $14.7M | 0.00% | +460,688+13.9% | Added |
| Geode Capital Management, LLC | 3,114,327 | $12.1M | 0.00% | +170,825+5.8% | Added |
| Goldman Sachs Group Inc | 2,669,709 | $10.4M | 0.00% | +1,018,605+61.7% | Added |
| Invesco Ltd. | 2,518,626 | $9.77M | 0.00% | +342,514+15.7% | Added |
| Wellington Management Group LLP | 1,594,708 | $6.19M | 0.00% | −2,244,956−58.5% | Reduced |
| Morgan Stanley | 1,467,174 | $5.69M | 0.00% | −588,568−28.6% | Reduced |
| Ardsley Advisory Partners LP | 1,420,000 | $5.51M | 1.18% | +360,000+34.0% | Added |
| Van Eck Associates Corp | 1,413,576 | $5.49M | 0.01% | −113,380−7.4% | Reduced |
| Rock Point Advisors, LLC | 1,407,525 | $5.46M | 1.66% | +720,080+104.7% | Added |
| Northern Trust Corp | 1,282,035 | $4.97M | 0.00% | −28,467−2.2% | Reduced |
| Nomura Holdings Inc | 1,196,956 | $4.64M | 0.04% | +103,325+9.4% | Added |
| Bank of New York Mellon Corp | 1,132,387 | $4.39M | 0.00% | +485,469+75.0% | Added |
| Lido Advisors, LLC | 1,075,772 | $4.17M | 0.04% | 00.0% | Unchanged |
| Yaupon Capital Management LP | 1,055,041 | $4.09M | 0.44% | +175,560+20.0% | Added |
| Charles Schwab Investment Management Inc | 999,530 | $3.88M | 0.00% | −128,270−11.4% | Reduced |
| Autonomy Capital (Jersey) L.P. | 959,037 | $3.72M | 6.79% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 849,178 | $3.29M | 0.01% | +32,883+4.0% | Added |
| Citigroup Inc | 783,764 | $3.04M | 0.00% | −80,867−9.4% | Reduced |
| First Trust Advisors LP | 779,160 | $3.02M | 0.00% | −263,083−25.2% | Reduced |
| Credit Suisse AG | 754,948 | $2.93M | 0.00% | +69,496+10.1% | Added |
| Wells Fargo & Company | 686,757 | $2.66M | 0.00% | −55,880−7.5% | Reduced |
| UBS Group AG | 670,847 | $2.60M | 0.00% | −37,588−5.3% | Reduced |
| Cohen & Steers, Inc. | 637,750 | $2.47M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 606,566 | $2.35M | 0.00% | −14,243−2.3% | Reduced |
| Deutsche Bank AG | 575,319 | $2.23M | 0.00% | −30,403−5.0% | Reduced |
| Swiss Life Asset Management Ltd | 561,740 | $2.18M | 0.03% | +164,473+41.4% | Added |
| Barclays PLC | 559,342 | $2.17M | 0.00% | +94,774+20.4% | Added |
| Royal Bank of Canada | 546,796 | $2.12M | 0.00% | +2,599+0.5% | Added |
| Sculptor Capital LP | 539,500 | $2.09M | 0.05% | +539,500 | New |
| Nicola Wealth Management Ltd. | 535,000 | $2.08M | 0.22% | +45,000+9.2% | Added |
| Bank of America Corp | 533,266 | $2.07M | 0.00% | −28,622−5.1% | Reduced |
| Alps Advisors Inc | 513,002 | $1.99M | 0.02% | −82,535−13.9% | Reduced |
| HSBC Holdings PLC | 498,396 | $1.94M | 0.00% | +381,864+327.7% | Added |
| Baird Financial Group, Inc. | 483,898 | $1.88M | 0.00% | −66,900−12.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 481,770 | $1.87M | 0.01% | −18,152−3.6% | Reduced |
| Amundi | 486,609 | $1.80M | 0.00% | −208,263−30.0% | Reduced |
| Jane Street Group, LLC | 438,346 | $1.70M | 0.00% | +400,000+1,043.1% | Added |
| Tudor Investment Corp Et Al | 401,296 | $1.56M | 0.02% | +376,638+1,527.4% | Added |
| Swedbank AB | 386,100 | $1.50M | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 357,424 | $1.42M | 0.02% | −1,007,321−73.8% | Reduced |
| Mizuho Markets Americas LLC | 349,390 | $1.36M | 0.04% | −68,000−16.3% | Reduced |
| Clear Sky Advisers, LLC | 342,839 | $1.33M | 0.62% | +342,839 | New |
| HITE Hedge Asset Management LLC | 341,821 | $1.33M | 0.14% | −387,430−53.1% | Reduced |
| Symmetry Investments LP | 329,065 | $1.28M | 0.23% | +195,404+146.2% | Added |
| Insight Wealth Strategies, LLC | 328,364 | $1.27M | 0.21% | +156,760+91.3% | Added |
| Davy Global Fund Management Ltd | 310,298 | $1.20M | 0.14% | +292,670+1,660.3% | Added |
| Swiss National Bank | 291,700 | $1.13M | 0.00% | −33,100−10.2% | Reduced |
| Norges Bank | 261,610 | $1.02M | 0.00% | −1,566,524−85.7% | Reduced |
| Vontobel Holding Ltd. | 253,800 | $984.7K | 0.01% | −158,200−38.4% | Reduced |
| Rhumbline Advisers | 253,530 | $983.7K | 0.00% | −4,934−1.9% | Reduced |
| AnglePoint Asset Management Ltd | 248,702 | $965.0K | 1.22% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 229,555 | $890.7K | 0.00% | +229,555 | New |
| AlTi Global, Inc. | 217,940 | $845.6K | 0.03% | +217,940 | New |
| Citadel Advisors LLC | 206,910 | $802.8K | 0.00% | +206,870+517,175.0% | Added |
| Cushing Asset Management, LP | 196,900 | $764.0K | 0.07% | −205,635−51.1% | Reduced |
| SCP Investment, LP | 172,600 | $733.7K | 0.55% | +7,800+4.7% | Added |
| UBS Asset Management Americas Inc | 188,162 | $730.1K | 0.00% | +26,086+16.1% | Added |
| Susquehanna International Group, LLP | 170,253 | $660.6K | 0.00% | −87,787−34.0% | Reduced |
| California State Teachers Retirement System | 155,331 | $602.7K | 0.00% | −6,615−4.1% | Reduced |
| IPG Investment Advisors LLC | 150,000 | $582.0K | 0.12% | +150,000 | New |
| Millennium Management LLC | 145,289 | $563.7K | 0.00% | +27,212+23.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 144,595 | $561.0K | 0.00% | +12,113+9.1% | Added |
| Legal & General Group Plc | 139,274 | $540.4K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 128,020 | $496.7K | 0.06% | −828,792−86.6% | Reduced |
| Perigon Wealth Management, LLC | 126,817 | $492.1K | 0.02% | −2,283−1.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 126,665 | $491.5K | 0.01% | +126,665 | New |
| DnB Asset Management AS | 126,568 | $491.1K | 0.00% | +49,256+63.7% | Added |
| Steele Capital Management, Inc. | 125,000 | $485.0K | 0.03% | +125,000 | New |
| Captrust Financial Advisors | 117,827 | $457.2K | 0.00% | −20,673−14.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 116,932 | $453.7K | 0.00% | −76,462−39.5% | Reduced |
| Engineers Gate Manager LP | 115,438 | $447.9K | 0.01% | +115,438 | New |
| D. E. Shaw & Co., Inc. | 113,957 | $442.2K | 0.00% | +113,957 | New |
| Alliancebernstein L.P. | 108,788 | $422.1K | 0.00% | −24,620−18.5% | Reduced |
| Price T Rowe Associates Inc | 108,389 | $421.0K | 0.00% | +20,294+23.0% | Added |
| Point72 Asset Management, L.P. | 105,923 | $411.0K | 0.00% | −2,154,800−95.3% | Reduced |
| Clarity Capital Partners LLC | 101,025 | $392.0K | 0.28% | +101,025 | New |
| JPMorgan Chase & Co | 98,464 | $382.0K | 0.00% | −81,522−45.3% | Reduced |
| HRT Financial LP | 97,809 | $379.0K | 0.00% | +97,809 | New |
| Voya Investment Management LLC | 95,375 | $370.1K | 0.00% | +13,742+16.8% | Added |
| MetLife Investment Management | 76,958 | $298.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 74,858 | $290.1K | 0.00% | −104−0.1% | Reduced |
| Cetera Investment Advisers | 71,820 | $278.7K | 0.00% | +2,000+2.9% | Added |
| American International Group, Inc. | 70,813 | $274.8K | 0.00% | −287−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 63,217 | $245.0K | 0.00% | +1,672+2.7% | Added |
| New York State Common Retirement Fund | 59,491 | $230.8K | 0.00% | +3,855+6.9% | Added |
| Virtu Financial LLC | 58,720 | $228.0K | 0.02% | +58,720 | New |
| Advisory Services Network, LLC | 57,812 | $224.3K | 0.01% | −4,516−7.2% | Reduced |
| Manufacturers Life Insurance Company, The | 56,195 | $218.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 54,875 | $213.0K | 0.21% | −18,275−25.0% | Reduced |
| SG Americas Securities, LLC | 53,862 | $209.0K | 0.00% | +53,862 | New |
| Man Group plc | 51,154 | $198.5K | 0.00% | +51,154 | New |
| Ursa Fund Management, LLC | 50,000 | $194.0K | 0.38% | +50,000 | New |
| Creative Planning | 47,923 | $185.9K | 0.00% | +19,397+68.0% | Added |
| Flputnam Investment Management Co | 45,669 | $177.2K | 0.00% | −1,497−3.2% | Reduced |
| Raymond James & Associates | 43,899 | $170.3K | 0.00% | −71,100−61.8% | Reduced |