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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 2 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q4 2023 vs. Q3 2023

How the institutions holding Stem, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of STEM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2281225−2
Shares108.5M217.9K98.2M−10.2M (−9.4%)
Value$460.1M$924.1K$380.9M−$78.3M (−17.0%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Stem, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to STEM in Q4 2023
InstitutionSharesValue% of portfolio
Sculptor Capital LP539,500$2.09M0.05%
Clear Sky Advisers, LLC342,839$1.33M0.62%
Bridgewater Associates, LP229,555$890.7K0.00%
AlTi Global, Inc.217,940$845.6K0.03%
IPG Investment Advisors LLC150,000$582.0K0.12%
Susquehanna Portfolio Strategies, LLC126,665$491.5K0.01%
Steele Capital Management, Inc.125,000$485.0K0.03%
Engineers Gate Manager LP115,438$447.9K0.01%
D. E. Shaw & Co., Inc.113,957$442.2K0.00%
Clarity Capital Partners LLC101,025$392.0K0.28%
HRT Financial LP97,809$379.0K0.00%
Virtu Financial LLC58,720$228.0K0.02%
SG Americas Securities, LLC53,862$209.0K0.00%
Man Group plc51,154$198.5K0.00%
Ursa Fund Management, LLC50,000$194.0K0.38%
Balyasny Asset Management LLC41,671$161.7K0.00%
Sherbrooke Park Advisers LLC38,301$148.6K0.07%
Qube Research & Technologies Ltd32,074$124.4K0.00%
SIR Capital Management, L.P.22,888$88.8K0.01%
Wellington Wealth Strategies, LLC.16,890$65.5K0.06%
Alpine Global Management, LLC13,251$51.4K0.01%
Traynor Capital Management, Inc.12,041$46.7K0.01%
MQS Management LLC11,418$44.3K0.02%
Neuberger Berman Group LLC10,603$41.1K0.00%
Standard Life Aberdeen plc10,186$39.5K0.00%
Jones Financial Companies LLLP998$3.87K0.00%
New Millennium Group LLC500$1.94K0.00%
Naples Money Management LLC433$1.68K0.00%
Farther Finance Advisors, LLC371$1.44K0.00%
Harbour Investments, Inc.356$1.38K0.00%
Scarborough Advisors, LLC300$1.16K0.00%
Main Street Group, LTD300$1.16K0.00%
Ronald Blue Trust, Inc.172$1.00K0.00%
GAMMA Investing LLC249$7370.00%
Quantbot Technologies LP126$4890.00%

Sold out (37)

Institutions that held Stem, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of STEM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Electron Capital Partners, LLC4,978,739$21.1M
Decade Renewable Partners LP496,375$2.10M
Lombard Odier Asset Management (USA) Corp450,000$1.91M
E. Ohman J:or Asset Management AB400,000$1.70M
Plustick Management LLC260,000$1.10M
Pinebridge Investments, L.P.111,716$473.7K
Capital Fund Management S.A.100,155$424.7K
Dimensional Fund Advisors LP89,960$381.4K
Keebeck Alpha, LP72,037$305.4K
Waratah Capital Advisors Ltd.71,698$304.0K
Foundations Investment Advisors, LLC70,944$300.8K
Hussman Strategic Advisors, Inc.63,000$267.1K
Prelude Capital Management, LLC46,022$195.1K
DekaBank Deutsche Girozentrale30,000$128.0K
Raymond James Financial Services Advisors, Inc.21,691$92.0K
Fisher Asset Management, LLC12,500$53.0K
Gilman Hill Asset Management, LLC12,500$53.0K
Brave Asset Management Inc11,900$50.5K
Teacher Retirement System of Texas11,356$48.0K
Arrowroot Family Office, LLC10,773$45.7K
Dynamic Technology Lab Private Ltd10,406$44.0K
WR Wealth Planners, LLC2,800$11.9K
Wolff Wiese Magana LLC1,000$4.24K
Coppell Advisory Solutions LLC400$3.58K
IAG Wealth Partners, LLC700$2.97K
Allspring Global Investments Holdings, LLC635$2.69K
Stone House Investment Management, LLC479$2.03K
Lazard Asset Management LLC500$2.00K
Reitz Capital Advisors LLC500$1.92K
Red Tortoise LLC355$1.50K
Bell Investment Advisors, Inc232$984
Toronto Dominion Bank194$823
Quintet Private Bank (Europe) S.A.125$530
Atlantic Trust, LLC100$424
Crewe Advisors LLC28$119
Clean Yield Group10$41
Harel Insurance Investments & Financial Services Ltd.1$0

Not filed for Q4 2023 yet (1)

Institutions that held Stem, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Tiedemann Advisors, LLC217,940$924.1K