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
- 225
- −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 | $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, 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 |
|---|---|---|---|---|---|
| Cutler Group LP | 31 | $0 | 0.00% | −719−95.9% | Reduced |
| Covestor Ltd | 21 | $0 | 0.00% | −2−8.7% | Reduced |
| Eukles Asset Management | 1 | $4 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5 | $19 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $66 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $78 | 0.00% | −680−97.1% | Reduced |
| Missouri Trust & Investment Co | 55 | $213 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $388 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 126 | $489 | 0.00% | +126 | New |
| Albion Financial Group | 135 | $524 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 138 | $535 | 0.00% | −155−52.9% | Reduced |
| Russell Investments Group, Ltd. | 139 | $539 | 0.00% | +63+82.9% | Added |
| Signaturefd, LLC | 157 | $609 | 0.00% | −534−77.3% | Reduced |
| Retirement Group, LLC | 162 | $629 | 0.00% | −150−48.1% | Reduced |
| GAMMA Investing LLC | 249 | $737 | 0.00% | +249 | New |
| Bourgeon Capital Management LLC | 200 | $776 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $776 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $846 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $916 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 242 | $939 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $970 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 172 | $1.00K | 0.00% | +172 | New |
| PSI Advisors, LLC | 300 | $1.16K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 300 | $1.16K | 0.00% | +300 | New |
| Main Street Group, LTD | 300 | $1.16K | 0.00% | +300 | New |
| ORG Partners LLC | 325 | $1.26K | 0.00% | +175+116.7% | Added |
| Harbour Investments, Inc. | 356 | $1.38K | 0.00% | +356 | New |
| Farther Finance Advisors, LLC | 371 | $1.44K | 0.00% | +371 | New |
| Naples Money Management LLC | 433 | $1.68K | 0.00% | +433 | New |
| First Horizon Advisors, Inc. | 447 | $1.73K | 0.00% | +193+76.0% | Added |
| HM Payson & Co | 500 | $1.94K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $1.94K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 500 | $1.94K | 0.00% | +500 | New |
| VitalStone Financial, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 540 | $2.10K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 566 | $2.20K | 0.00% | −30,934−98.2% | Reduced |
| Sandy Spring Bank | 700 | $2.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 770 | $2.99K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 998 | $3.87K | 0.00% | +998 | New |
| Capital Analysts, LLC | 1,080 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,100 | $4.27K | 0.00% | −1,000−47.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,261 | $4.89K | 0.00% | −3,022−70.6% | Reduced |
| GWM Advisors LLC | 1,783 | $6.92K | 0.00% | −2,845−61.5% | Reduced |
| CWM, LLC | 1,882 | $7.00K | 0.00% | −1,991−51.4% | Reduced |
| Comerica Bank | 2,137 | $8.29K | 0.00% | −1,947−47.7% | Reduced |
| Versant Capital Management, Inc | 2,443 | $9.48K | 0.00% | +713+41.2% | Added |
| Lindbrook Capital, LLC | 2,458 | $9.54K | 0.00% | +2,384+3,221.6% | Added |
| Advisors Asset Management, Inc. | 2,739 | $10.6K | 0.00% | −8,810−76.3% | Reduced |
| Quadrant Capital Group LLC | 2,976 | $11.5K | 0.00% | +2,505+531.8% | Added |
| Newbridge Financial Services Group, Inc. | 3,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,415 | $13.3K | 0.00% | +1,415+70.8% | Added |
| US Bancorp | 3,596 | $14.0K | 0.00% | +652+22.1% | Added |
| Allworth Financial LP | 4,389 | $17.0K | 0.00% | +3,229+278.4% | Added |
| Armstrong Advisory Group, Inc | 4,424 | $17.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,614 | $17.9K | 0.00% | −509−9.9% | Reduced |
| Byrne Asset Management LLC | – | $21.0K | 0.02% | – | – |
| Federation des caisses Desjardins du Quebec | 5,877 | $22.8K | 0.00% | +1,844+45.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,672 | $25.0K | 0.01% | −3,452−34.1% | Reduced |
| Metropolitan Life Insurance Co | 7,932 | $30.8K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $33.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,185 | $39.5K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 10,186 | $39.5K | 0.00% | +10,186 | New |
| Wealthspire Advisors, LLC | 10,582 | $41.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,603 | $41.1K | 0.00% | +10,603 | New |
| Meridian Wealth Management, LLC | 10,675 | $41.4K | 0.00% | +175+1.7% | Added |
| CIBC Private Wealth Group, LLC | 10,793 | $41.9K | 0.00% | −2,204,752−99.5% | Reduced |
| MQS Management LLC | 11,418 | $44.3K | 0.02% | +11,418 | New |
| Sequoia Financial Advisors, LLC | 12,000 | $46.6K | 0.00% | −1,000−7.7% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $46.6K | 0.16% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 12,041 | $46.7K | 0.01% | +12,041 | New |
| Toroso Investments, LLC | 12,125 | $47.0K | 0.00% | +543+4.7% | Added |
| IHT Wealth Management, LLC | 12,390 | $48.1K | 0.00% | −1,175−8.7% | Reduced |
| Tortoise Investment Management, LLC | 12,843 | $49.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 12,873 | $50.0K | 0.00% | −1,562−10.8% | Reduced |
| Alpine Global Management, LLC | 13,251 | $51.4K | 0.01% | +13,251 | New |
| Clear Harbor Asset Management, LLC | 13,707 | $53.2K | 0.01% | −5,676−29.3% | Reduced |
| Sigma Planning Corp | 13,775 | $53.4K | 0.00% | −6,300−31.4% | Reduced |
| Lazari Capital Management, Inc. | 13,886 | $53.9K | 0.03% | +3,800+37.7% | Added |
| 360 Financial, Inc. | 14,017 | $54.4K | 0.02% | −707−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 14,154 | $54.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,835 | $58.0K | 0.00% | −6,190−29.4% | Reduced |
| MTM Investment Management, LLC | 15,000 | $58.2K | 0.03% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 16,890 | $65.5K | 0.06% | +16,890 | New |
| J.W. Cole Advisors, Inc. | 17,321 | $67.2K | 0.00% | −7,650−30.6% | Reduced |
| Principal Financial Group Inc | 18,072 | $70.1K | 0.00% | −2,995−14.2% | Reduced |
| Victory Capital Management Inc | 19,536 | $75.8K | 0.00% | +3,955+25.4% | Added |
| Mariner, LLC | 19,679 | $76.4K | 0.00% | +3,028+18.2% | Added |
| Vident Advisory, LLC | 20,201 | $78.4K | 0.00% | −5,375−21.0% | Reduced |
| Prospera Financial Services Inc | 20,835 | $80.8K | 0.00% | −3,234−13.4% | Reduced |
| Cubist Systematic Strategies, LLC | 21,700 | $84.2K | 0.00% | −115,504−84.2% | Reduced |
| Pictet Asset Management Holding SA | 21,826 | $84.7K | 0.00% | 00.0% | Unchanged |
| SIR Capital Management, L.P. | 22,888 | $88.8K | 0.01% | +22,888 | New |
| ProShare Advisors LLC | 23,583 | $91.5K | 0.00% | +5,075+27.4% | Added |
| Kestra Private Wealth Services, LLC | 25,000 | $97.0K | 0.00% | +6,050+31.9% | Added |
| Aries Wealth Management | 25,000 | $97.0K | 0.03% | +10,000+66.7% | Added |
| Quadrature Capital Ltd | 26,545 | $102.7K | 0.00% | −25,350−48.8% | Reduced |
| Integrated Wealth Concepts LLC | 26,510 | $102.9K | 0.00% | −2,932−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 27,960 | $108.5K | 0.00% | +286+1.0% | Added |
| Emfo, LLC | 29,140 | $113.1K | 0.11% | 00.0% | Unchanged |