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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 754,948 | $2.93M | 0.00% | +69,496+10.1% | Added |
| First Trust Advisors LP | 779,160 | $3.02M | 0.00% | −263,083−25.2% | Reduced |
| Citigroup Inc | 783,764 | $3.04M | 0.00% | −80,867−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 849,178 | $3.29M | 0.01% | +32,883+4.0% | Added |
| Autonomy Capital (Jersey) L.P. | 959,037 | $3.72M | 6.79% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 999,530 | $3.88M | 0.00% | −128,270−11.4% | Reduced |
| Yaupon Capital Management LP | 1,055,041 | $4.09M | 0.44% | +175,560+20.0% | Added |
| Lido Advisors, LLC | 1,075,772 | $4.17M | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,132,387 | $4.39M | 0.00% | +485,469+75.0% | Added |
| Nomura Holdings Inc | 1,196,956 | $4.64M | 0.04% | +103,325+9.4% | Added |
| Northern Trust Corp | 1,282,035 | $4.97M | 0.00% | −28,467−2.2% | Reduced |
| Rock Point Advisors, LLC | 1,407,525 | $5.46M | 1.66% | +720,080+104.7% | Added |
| Van Eck Associates Corp | 1,413,576 | $5.49M | 0.01% | −113,380−7.4% | Reduced |
| Ardsley Advisory Partners LP | 1,420,000 | $5.51M | 1.18% | +360,000+34.0% | Added |
| Morgan Stanley | 1,467,174 | $5.69M | 0.00% | −588,568−28.6% | Reduced |
| Wellington Management Group LLP | 1,594,708 | $6.19M | 0.00% | −2,244,956−58.5% | Reduced |
| Invesco Ltd. | 2,518,626 | $9.77M | 0.00% | +342,514+15.7% | Added |
| Goldman Sachs Group Inc | 2,669,709 | $10.4M | 0.00% | +1,018,605+61.7% | Added |
| Geode Capital Management, LLC | 3,114,327 | $12.1M | 0.00% | +170,825+5.8% | Added |
| State Street Corp | 3,783,383 | $14.7M | 0.00% | +460,688+13.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,637,625 | $25.8M | 0.07% | +296,291+4.7% | Added |
| Alkeon Capital Management LLC | 7,188,612 | $27.9M | 0.18% | +3,300,000+84.9% | Added |
| Vanguard Group Inc | 11,123,924 | $43.2M | 0.00% | −2,641,184−19.2% | Reduced |
| BlackRock Inc. | 11,203,573 | $43.5M | 0.00% | +872,122+8.4% | Added |
| Schroder Investment Management Group | 11,431,320 | $44.4M | 0.06% | +360,232+3.3% | Added |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −4,978,739−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −496,375−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Plustick Management LLC | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −111,716−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −100,155−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −89,960−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −72,037−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −71,698−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −70,944−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −46,022−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −21,691−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,356−100.0% | Sold out |
| Arrowroot Family Office, LLC | 0 | $0 | 0.00% | −10,773−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,406−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Reitz Capital Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |