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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 29,396 | $114.1K | 0.00% | −650−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 30,023 | $116.5K | 0.00% | −5,392−15.2% | Reduced |
| HB Wealth Management, LLC | 30,549 | $118.5K | 0.00% | −455−1.5% | Reduced |
| Boothbay Fund Management, LLC | 30,908 | $119.9K | 0.00% | −57,542−65.1% | Reduced |
| LPL Financial LLC | 31,432 | $122.0K | 0.00% | −8,720−21.7% | Reduced |
| Bank of Montreal | 30,691 | $122.2K | 0.00% | −501,394−94.2% | Reduced |
| HighTower Advisors, LLC | 31,123 | $123.0K | 0.00% | −18,640−37.5% | Reduced |
| Qube Research & Technologies Ltd | 32,074 | $124.4K | 0.00% | +32,074 | New |
| Bayesian Capital Management, LP | 32,194 | $124.9K | 0.01% | +11,994+59.4% | Added |
| Two Sigma Securities, LLC | 32,970 | $127.9K | 0.01% | +21,986+200.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,015 | $128.0K | 0.00% | −7,652−18.8% | Reduced |
| State of Wisconsin Investment Board | 35,236 | $136.7K | 0.00% | −18,633−34.6% | Reduced |
| International Assets Investment Management, LLC | 35,700 | $138.5K | 0.02% | +5,800+19.4% | Added |
| Tower Research Capital LLC (TRC) | 35,718 | $138.6K | 0.00% | +30,184+545.4% | Added |
| Oppenheimer & Co Inc | 35,975 | $139.6K | 0.00% | −3,634−9.2% | Reduced |
| SEI Investments Co | 38,240 | $148.4K | 0.00% | +1,805+5.0% | Added |
| Sherbrooke Park Advisers LLC | 38,301 | $148.6K | 0.07% | +38,301 | New |
| National Bank of Canada | 39,870 | $148.8K | 0.00% | −96,467−70.8% | Reduced |
| State Board of Administration of Florida Retirement System | 40,660 | $157.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 41,376 | $160.5K | 0.00% | −693−1.6% | Reduced |
| Balyasny Asset Management LLC | 41,671 | $161.7K | 0.00% | +41,671 | New |
| Ameriprise Financial Inc | 42,160 | $163.6K | 0.00% | +32,107+319.4% | Added |
| Two Sigma Investments, LP | 43,354 | $168.2K | 0.00% | −220,175−83.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,693 | $169.5K | 0.00% | +8,506+24.2% | Added |
| KBC Group NV | 43,719 | $170.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 43,899 | $170.3K | 0.00% | −71,100−61.8% | Reduced |
| Flputnam Investment Management Co | 45,669 | $177.2K | 0.00% | −1,497−3.2% | Reduced |
| Creative Planning | 47,923 | $185.9K | 0.00% | +19,397+68.0% | Added |
| Ursa Fund Management, LLC | 50,000 | $194.0K | 0.38% | +50,000 | New |
| Man Group plc | 51,154 | $198.5K | 0.00% | +51,154 | New |
| SG Americas Securities, LLC | 53,862 | $209.0K | 0.00% | +53,862 | New |
| Ulland Investment Advisors, LLC | 54,875 | $213.0K | 0.21% | −18,275−25.0% | Reduced |
| Manufacturers Life Insurance Company, The | 56,195 | $218.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 57,812 | $224.3K | 0.01% | −4,516−7.2% | Reduced |
| Virtu Financial LLC | 58,720 | $228.0K | 0.02% | +58,720 | New |
| New York State Common Retirement Fund | 59,491 | $230.8K | 0.00% | +3,855+6.9% | Added |
| Commonwealth Equity Services, LLC | 63,217 | $245.0K | 0.00% | +1,672+2.7% | Added |
| American International Group, Inc. | 70,813 | $274.8K | 0.00% | −287−0.4% | Reduced |
| Cetera Investment Advisers | 71,820 | $278.7K | 0.00% | +2,000+2.9% | Added |
| Janus Henderson Group PLC | 74,858 | $290.1K | 0.00% | −104−0.1% | Reduced |
| MetLife Investment Management | 76,958 | $298.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 95,375 | $370.1K | 0.00% | +13,742+16.8% | Added |
| HRT Financial LP | 97,809 | $379.0K | 0.00% | +97,809 | New |
| JPMorgan Chase & Co | 98,464 | $382.0K | 0.00% | −81,522−45.3% | Reduced |
| Clarity Capital Partners LLC | 101,025 | $392.0K | 0.28% | +101,025 | New |
| Point72 Asset Management, L.P. | 105,923 | $411.0K | 0.00% | −2,154,800−95.3% | Reduced |
| Price T Rowe Associates Inc | 108,389 | $421.0K | 0.00% | +20,294+23.0% | Added |
| Alliancebernstein L.P. | 108,788 | $422.1K | 0.00% | −24,620−18.5% | Reduced |
| D. E. Shaw & Co., Inc. | 113,957 | $442.2K | 0.00% | +113,957 | New |
| Engineers Gate Manager LP | 115,438 | $447.9K | 0.01% | +115,438 | New |
| Mirae Asset Global Investments Co., Ltd. | 116,932 | $453.7K | 0.00% | −76,462−39.5% | Reduced |
| Captrust Financial Advisors | 117,827 | $457.2K | 0.00% | −20,673−14.9% | Reduced |
| Steele Capital Management, Inc. | 125,000 | $485.0K | 0.03% | +125,000 | New |
| DnB Asset Management AS | 126,568 | $491.1K | 0.00% | +49,256+63.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 126,665 | $491.5K | 0.01% | +126,665 | New |
| Perigon Wealth Management, LLC | 126,817 | $492.1K | 0.02% | −2,283−1.8% | Reduced |
| Levin Capital Strategies, L.P. | 128,020 | $496.7K | 0.06% | −828,792−86.6% | Reduced |
| Legal & General Group Plc | 139,274 | $540.4K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 144,595 | $561.0K | 0.00% | +12,113+9.1% | Added |
| Millennium Management LLC | 145,289 | $563.7K | 0.00% | +27,212+23.0% | Added |
| IPG Investment Advisors LLC | 150,000 | $582.0K | 0.12% | +150,000 | New |
| California State Teachers Retirement System | 155,331 | $602.7K | 0.00% | −6,615−4.1% | Reduced |
| Susquehanna International Group, LLP | 170,253 | $660.6K | 0.00% | −87,787−34.0% | Reduced |
| UBS Asset Management Americas Inc | 188,162 | $730.1K | 0.00% | +26,086+16.1% | Added |
| SCP Investment, LP | 172,600 | $733.7K | 0.58% | +7,800+4.7% | Added |
| Cushing Asset Management, LP | 196,900 | $764.0K | 0.07% | −205,635−51.1% | Reduced |
| Citadel Advisors LLC | 206,910 | $802.8K | 0.00% | +206,870+517,175.0% | Added |
| AlTi Global, Inc. | 217,940 | $845.6K | 0.03% | +217,940 | New |
| Bridgewater Associates, LP | 229,555 | $890.7K | 0.00% | +229,555 | New |
| AnglePoint Asset Management Ltd | 248,702 | $965.0K | 1.22% | 00.0% | Unchanged |
| Rhumbline Advisers | 253,530 | $983.7K | 0.00% | −4,934−1.9% | Reduced |
| Vontobel Holding Ltd. | 253,800 | $984.7K | 0.01% | −158,200−38.4% | Reduced |
| Norges Bank | 261,610 | $1.02M | 0.00% | −1,566,524−85.7% | Reduced |
| Swiss National Bank | 291,700 | $1.13M | 0.00% | −33,100−10.2% | Reduced |
| Davy Global Fund Management Ltd | 310,298 | $1.20M | 0.14% | +292,670+1,660.3% | Added |
| Insight Wealth Strategies, LLC | 328,364 | $1.27M | 0.21% | +156,760+91.3% | Added |
| Symmetry Investments LP | 329,065 | $1.28M | 0.23% | +195,404+146.2% | Added |
| HITE Hedge Asset Management LLC | 341,821 | $1.33M | 0.14% | −387,430−53.1% | Reduced |
| Clear Sky Advisers, LLC | 342,839 | $1.33M | 0.62% | +342,839 | New |
| Mizuho Markets Americas LLC | 349,390 | $1.36M | 0.04% | −68,000−16.3% | Reduced |
| Erste Asset Management GmbH | 357,424 | $1.42M | 0.02% | −1,007,321−73.8% | Reduced |
| Swedbank AB | 386,100 | $1.50M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 401,296 | $1.56M | 0.02% | +376,638+1,527.4% | Added |
| Jane Street Group, LLC | 438,346 | $1.70M | 0.00% | +400,000+1,043.1% | Added |
| Amundi | 486,609 | $1.80M | 0.00% | −208,263−30.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 481,770 | $1.87M | 0.01% | −18,152−3.6% | Reduced |
| Baird Financial Group, Inc. | 483,898 | $1.88M | 0.00% | −66,900−12.1% | Reduced |
| HSBC Holdings PLC | 498,396 | $1.94M | 0.00% | +381,864+327.7% | Added |
| Alps Advisors Inc | 513,002 | $1.99M | 0.02% | −82,535−13.9% | Reduced |
| Bank of America Corp | 533,266 | $2.07M | 0.00% | −28,622−5.1% | Reduced |
| Nicola Wealth Management Ltd. | 535,000 | $2.08M | 0.22% | +45,000+9.2% | Added |
| Sculptor Capital LP | 539,500 | $2.09M | 0.05% | +539,500 | New |
| Royal Bank of Canada | 546,796 | $2.12M | 0.00% | +2,599+0.5% | Added |
| Barclays PLC | 559,342 | $2.17M | 0.00% | +94,774+20.4% | Added |
| Swiss Life Asset Management Ltd | 561,740 | $2.18M | 0.03% | +164,473+41.4% | Added |
| Deutsche Bank AG | 575,319 | $2.23M | 0.00% | −30,403−5.0% | Reduced |
| Nuveen Asset Management, LLC | 606,566 | $2.35M | 0.00% | −14,243−2.3% | Reduced |
| Cohen & Steers, Inc. | 637,750 | $2.47M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 670,847 | $2.60M | 0.00% | −37,588−5.3% | Reduced |
| Wells Fargo & Company | 686,757 | $2.66M | 0.00% | −55,880−7.5% | Reduced |