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 |
|---|---|---|---|---|---|
| KBC Group NV | 43,719 | $170.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,693 | $169.5K | 0.00% | +8,506+24.2% | Added |
| Two Sigma Investments, LP | 43,354 | $168.2K | 0.00% | −220,175−83.5% | Reduced |
| Ameriprise Financial Inc | 42,160 | $163.6K | 0.00% | +32,107+319.4% | Added |
| Balyasny Asset Management LLC | 41,671 | $161.7K | 0.00% | +41,671 | New |
| Arizona State Retirement System | 41,376 | $160.5K | 0.00% | −693−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 40,660 | $157.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 39,870 | $148.8K | 0.00% | −96,467−70.8% | Reduced |
| Sherbrooke Park Advisers LLC | 38,301 | $148.6K | 0.07% | +38,301 | New |
| SEI Investments Co | 38,240 | $148.4K | 0.00% | +1,805+5.0% | Added |
| Oppenheimer & Co Inc | 35,975 | $139.6K | 0.00% | −3,634−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 35,718 | $138.6K | 0.00% | +30,184+545.4% | Added |
| International Assets Investment Management, LLC | 35,700 | $138.5K | 0.02% | +5,800+19.4% | Added |
| State of Wisconsin Investment Board | 35,236 | $136.7K | 0.00% | −18,633−34.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,015 | $128.0K | 0.00% | −7,652−18.8% | Reduced |
| Two Sigma Securities, LLC | 32,970 | $127.9K | 0.01% | +21,986+200.2% | Added |
| Bayesian Capital Management, LP | 32,194 | $124.9K | 0.01% | +11,994+59.4% | Added |
| Qube Research & Technologies Ltd | 32,074 | $124.4K | 0.00% | +32,074 | New |
| HighTower Advisors, LLC | 31,123 | $123.0K | 0.00% | −18,640−37.5% | Reduced |
| Bank of Montreal | 30,691 | $122.2K | 0.00% | −501,394−94.2% | Reduced |
| LPL Financial LLC | 31,432 | $122.0K | 0.00% | −8,720−21.7% | Reduced |
| Boothbay Fund Management, LLC | 30,908 | $119.9K | 0.00% | −57,542−65.1% | Reduced |
| HB Wealth Management, LLC | 30,549 | $118.5K | 0.00% | −455−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 30,023 | $116.5K | 0.00% | −5,392−15.2% | Reduced |
| AQR Capital Management LLC | 29,396 | $114.1K | 0.00% | −650−2.2% | Reduced |
| Emfo, LLC | 29,140 | $113.1K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27,960 | $108.5K | 0.00% | +286+1.0% | Added |
| Integrated Wealth Concepts LLC | 26,510 | $102.9K | 0.00% | −2,932−10.0% | Reduced |
| Quadrature Capital Ltd | 26,545 | $102.7K | 0.00% | −25,350−48.8% | Reduced |
| 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 |
| ProShare Advisors LLC | 23,583 | $91.5K | 0.00% | +5,075+27.4% | Added |
| SIR Capital Management, L.P. | 22,888 | $88.8K | 0.01% | +22,888 | New |
| Pictet Asset Management Holding SA | 21,826 | $84.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 21,700 | $84.2K | 0.00% | −115,504−84.2% | Reduced |
| Prospera Financial Services Inc | 20,835 | $80.8K | 0.00% | −3,234−13.4% | Reduced |
| Vident Advisory, LLC | 20,201 | $78.4K | 0.00% | −5,375−21.0% | Reduced |
| Mariner, LLC | 19,679 | $76.4K | 0.00% | +3,028+18.2% | Added |
| Victory Capital Management Inc | 19,536 | $75.8K | 0.00% | +3,955+25.4% | Added |
| Principal Financial Group Inc | 18,072 | $70.1K | 0.00% | −2,995−14.2% | Reduced |
| J.W. Cole Advisors, Inc. | 17,321 | $67.2K | 0.00% | −7,650−30.6% | Reduced |
| Wellington Wealth Strategies, LLC. | 16,890 | $65.5K | 0.06% | +16,890 | New |
| MTM Investment Management, LLC | 15,000 | $58.2K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,835 | $58.0K | 0.00% | −6,190−29.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,154 | $54.9K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 14,017 | $54.4K | 0.02% | −707−4.8% | Reduced |
| Lazari Capital Management, Inc. | 13,886 | $53.9K | 0.03% | +3,800+37.7% | Added |
| Sigma Planning Corp | 13,775 | $53.4K | 0.00% | −6,300−31.4% | Reduced |
| Clear Harbor Asset Management, LLC | 13,707 | $53.2K | 0.01% | −5,676−29.3% | Reduced |
| Alpine Global Management, LLC | 13,251 | $51.4K | 0.01% | +13,251 | New |
| Amalgamated Bank | 12,873 | $50.0K | 0.00% | −1,562−10.8% | Reduced |
| Tortoise Investment Management, LLC | 12,843 | $49.8K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,390 | $48.1K | 0.00% | −1,175−8.7% | Reduced |
| Toroso Investments, LLC | 12,125 | $47.0K | 0.00% | +543+4.7% | Added |
| Traynor Capital Management, Inc. | 12,041 | $46.7K | 0.01% | +12,041 | 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 |
| MQS Management LLC | 11,418 | $44.3K | 0.02% | +11,418 | New |
| CIBC Private Wealth Group, LLC | 10,793 | $41.9K | 0.00% | −2,204,752−99.5% | Reduced |
| Meridian Wealth Management, LLC | 10,675 | $41.4K | 0.00% | +175+1.7% | Added |
| Neuberger Berman Group LLC | 10,603 | $41.1K | 0.00% | +10,603 | New |
| Wealthspire Advisors, LLC | 10,582 | $41.1K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 10,186 | $39.5K | 0.00% | +10,186 | New |
| Prudential Financial Inc | 10,185 | $39.5K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $33.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,932 | $30.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6,672 | $25.0K | 0.01% | −3,452−34.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,877 | $22.8K | 0.00% | +1,844+45.7% | Added |
| Byrne Asset Management LLC | – | $21.0K | 0.02% | – | – |
| FMR LLC | 4,614 | $17.9K | 0.00% | −509−9.9% | Reduced |
| Armstrong Advisory Group, Inc | 4,424 | $17.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,389 | $17.0K | 0.00% | +3,229+278.4% | Added |
| US Bancorp | 3,596 | $14.0K | 0.00% | +652+22.1% | Added |
| Clearstead Advisors, LLC | 3,415 | $13.3K | 0.00% | +1,415+70.8% | Added |
| Newbridge Financial Services Group, Inc. | 3,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,976 | $11.5K | 0.00% | +2,505+531.8% | Added |
| Advisors Asset Management, Inc. | 2,739 | $10.6K | 0.00% | −8,810−76.3% | Reduced |
| Lindbrook Capital, LLC | 2,458 | $9.54K | 0.00% | +2,384+3,221.6% | Added |
| Versant Capital Management, Inc | 2,443 | $9.48K | 0.00% | +713+41.2% | Added |
| Comerica Bank | 2,137 | $8.29K | 0.00% | −1,947−47.7% | Reduced |
| CWM, LLC | 1,882 | $7.00K | 0.00% | −1,991−51.4% | Reduced |
| GWM Advisors LLC | 1,783 | $6.92K | 0.00% | −2,845−61.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,261 | $4.89K | 0.00% | −3,022−70.6% | Reduced |
| IFP Advisors, Inc | 1,100 | $4.27K | 0.00% | −1,000−47.6% | Reduced |
| Capital Analysts, LLC | 1,080 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 998 | $3.87K | 0.00% | +998 | New |
| Geneos Wealth Management Inc. | 770 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 700 | $2.72K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 566 | $2.20K | 0.00% | −30,934−98.2% | Reduced |
| JJJ Advisors Inc. | 540 | $2.10K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Horizon Advisors, Inc. | 447 | $1.73K | 0.00% | +193+76.0% | Added |
| Naples Money Management LLC | 433 | $1.68K | 0.00% | +433 | New |
| Farther Finance Advisors, LLC | 371 | $1.44K | 0.00% | +371 | New |
| Harbour Investments, Inc. | 356 | $1.38K | 0.00% | +356 | New |
| ORG Partners LLC | 325 | $1.26K | 0.00% | +175+116.7% | Added |
| PSI Advisors, LLC | 300 | $1.16K | 0.00% | 00.0% | Unchanged |