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, Q1 2024
Institutional positions in Stem, Inc. as of Mar 31, 2024. 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
- 211
- −12 vs. Q4 2023
- Shares held
- 96.6M
- −600.4K (−0.6%) vs. Q4 2023
- Total value
- $212.2M
- −$164.9M (−43.7%) vs. Q4 2023
- New holders
- 28
- 67 more added
- Sold out
- 40
- 72 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 12,415,853 | $27.2M | 0.03% | +984,533+8.6% | Added |
| BlackRock Inc. | 11,305,537 | $24.8M | 0.00% | +101,964+0.9% | Added |
| Vanguard Group Inc | 8,167,944 | $17.9M | 0.00% | −2,955,980−26.6% | Reduced |
| Alkeon Capital Management LLC | 7,188,612 | $15.7M | 0.09% | 00.0% | Unchanged |
| State Street Corp | 4,050,096 | $8.87M | 0.00% | +266,713+7.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,592,552 | $7.87M | 0.02% | −3,045,073−45.9% | Reduced |
| Geode Capital Management, LLC | 3,171,532 | $6.95M | 0.00% | +57,205+1.8% | Added |
| Invesco Ltd. | 3,155,254 | $6.91M | 0.00% | +636,628+25.3% | Added |
| HITE Hedge Asset Management LLC | 3,065,363 | $6.71M | 0.67% | +2,723,542+796.8% | Added |
| Wellington Management Group LLP | 2,339,605 | $5.12M | 0.00% | +744,897+46.7% | Added |
| Ardsley Advisory Partners LP | 2,260,000 | $4.95M | 0.71% | +840,000+59.2% | Added |
| CenterBook Partners LP | 1,858,226 | $4.07M | 0.28% | +1,858,226 | New |
| Goldman Sachs Group Inc | 1,777,897 | $3.89M | 0.00% | −891,812−33.4% | Reduced |
| Rock Point Advisors, LLC | 1,508,779 | $3.30M | 0.98% | +101,254+7.2% | Added |
| Morgan Stanley | 1,395,976 | $3.06M | 0.00% | −71,198−4.9% | Reduced |
| Bridgewater Associates, LP | 1,348,051 | $2.95M | 0.01% | +1,118,496+487.2% | Added |
| Nomura Holdings Inc | 1,325,529 | $2.90M | 0.02% | +128,573+10.7% | Added |
| Bank of New York Mellon Corp | 1,274,493 | $2.79M | 0.00% | +142,106+12.5% | Added |
| Northern Trust Corp | 1,269,746 | $2.78M | 0.00% | −12,289−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,175,892 | $2.58M | 0.00% | +176,362+17.6% | Added |
| Lido Advisors, LLC | 1,075,772 | $2.36M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 967,464 | $2.12M | 0.00% | +469,068+94.1% | Added |
| UBS Group AG | 815,174 | $1.79M | 0.00% | +144,327+21.5% | Added |
| Wells Fargo & Company | 812,514 | $1.78M | 0.00% | +125,757+18.3% | Added |
| Nuveen Asset Management, LLC | 808,365 | $1.77M | 0.00% | +201,799+33.3% | Added |
| Citigroup Inc | 759,861 | $1.66M | 0.00% | −23,903−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 719,762 | $1.58M | 0.02% | +158,022+28.1% | Added |
| Baird Financial Group, Inc. | 670,508 | $1.47M | 0.00% | +186,610+38.6% | Added |
| Cohen & Steers, Inc. | 637,750 | $1.40M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 222,575 | $1.39M | 0.00% | +105,643+90.3% | Added |
| First Trust Advisors LP | 630,145 | $1.38M | 0.00% | −149,015−19.1% | Reduced |
| Susquehanna International Group, LLP | 569,771 | $1.25M | 0.00% | +399,518+234.7% | Added |
| Credit Suisse AG | 560,885 | $1.23M | 0.00% | −194,063−25.7% | Reduced |
| Royal Bank of Canada | 513,547 | $1.13M | 0.00% | −33,249−6.1% | Reduced |
| Deutsche Bank AG | 480,092 | $1.05M | 0.00% | −95,227−16.6% | Reduced |
| Jane Street Group, LLC | 474,265 | $1.04M | 0.00% | +35,919+8.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 407,216 | $891.8K | 0.00% | −74,554−15.5% | Reduced |
| Nicola Wealth Management Ltd. | 400,000 | $876.0K | 0.08% | −135,000−25.2% | Reduced |
| Levin Capital Strategies, L.P. | 390,000 | $854.1K | 0.09% | +261,980+204.6% | Added |
| Alps Advisors Inc | 387,712 | $849.1K | 0.01% | −125,290−24.4% | Reduced |
| SIR Capital Management, L.P. | 369,700 | $809.6K | 0.08% | +346,812+1,515.3% | Added |
| Two Sigma Investments, LP | 353,694 | $774.6K | 0.00% | +310,340+715.8% | Added |
| Mizuho Markets Americas LLC | 349,390 | $765.2K | 0.02% | 00.0% | Unchanged |
| Amundi | 475,817 | $756.5K | 0.00% | −10,792−2.2% | Reduced |
| Citadel Advisors LLC | 344,687 | $754.9K | 0.00% | +137,777+66.6% | Added |
| Skaana Management L.P. | 340,887 | $746.5K | 0.20% | +340,887 | New |
| JPMorgan Chase & Co | 319,867 | $700.5K | 0.00% | +221,403+224.9% | Added |
| Davy Global Fund Management Ltd | 304,600 | $667.1K | 0.08% | −5,698−1.8% | Reduced |
| KBC Group NV | 302,043 | $661.0K | 0.00% | +258,324+590.9% | Added |
| Swiss National Bank | 291,700 | $638.8K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 263,382 | $576.8K | 0.01% | −137,914−34.4% | Reduced |
| Symmetry Investments LP | 261,260 | $572.2K | 0.06% | −67,805−20.6% | Reduced |
| Alliancebernstein L.P. | 261,193 | $572.0K | 0.00% | +152,405+140.1% | Added |
| Barclays PLC | 259,354 | $568.0K | 0.00% | −299,988−53.6% | Reduced |
| AnglePoint Asset Management Ltd | 248,702 | $544.7K | 1.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 241,159 | $528.1K | 0.00% | −12,371−4.9% | Reduced |
| Bailard, Inc. | 236,752 | $518.5K | 0.01% | +236,752 | New |
| Gsa Capital Partners LLP | 234,069 | $513.0K | 0.04% | +234,069 | New |
| Rockefeller Capital Management L.P. | 219,116 | $479.9K | 0.00% | −630,062−74.2% | Reduced |
| AlTi Global, Inc. | 217,940 | $477.3K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 190,587 | $417.4K | 0.00% | +2,425+1.3% | Added |
| Group One Trading, L.P. | 182,180 | $399.0K | 0.01% | +182,180 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 167,298 | $366.4K | 0.00% | +22,703+15.7% | Added |
| Price T Rowe Associates Inc | 158,102 | $347.0K | 0.00% | +49,713+45.9% | Added |
| Swedbank AB | 158,100 | $346.2K | 0.00% | −228,000−59.1% | Reduced |
| California State Teachers Retirement System | 147,447 | $322.9K | 0.00% | −7,884−5.1% | Reduced |
| Raymond James & Associates | 134,199 | $293.9K | 0.00% | +90,300+205.7% | Added |
| DnB Asset Management AS | 130,913 | $286.7K | 0.00% | +4,345+3.4% | Added |
| Sculptor Capital LP | 127,400 | $279.0K | 0.01% | −412,100−76.4% | Reduced |
| Steele Capital Management, Inc. | 125,000 | $273.8K | 0.02% | 00.0% | Unchanged |
| Electron Capital Partners, LLC | 123,254 | $269.9K | 0.01% | +123,254 | New |
| SCP Investment, LP | 122,888 | $269.1K | 0.17% | −49,712−28.8% | Reduced |
| Toroso Investments, LLC | 121,741 | $266.6K | 0.00% | +109,616+904.0% | Added |
| Legal & General Group Plc | 114,642 | $251.1K | 0.00% | −24,632−17.7% | Reduced |
| Bank of America Corp | 114,392 | $250.5K | 0.00% | −418,874−78.5% | Reduced |
| D. E. Shaw & Co., Inc. | 114,330 | $250.4K | 0.00% | +373+0.3% | Added |
| Voya Investment Management LLC | 108,865 | $238.4K | 0.00% | +13,490+14.1% | Added |
| Captrust Financial Advisors | 95,820 | $209.8K | 0.00% | −22,007−18.7% | Reduced |
| Cetera Investment Advisers | 90,600 | $198.4K | 0.00% | +18,780+26.1% | Added |
| Perigon Wealth Management, LLC | 89,070 | $195.1K | 0.01% | −37,747−29.8% | Reduced |
| Quantbot Technologies LP | 77,948 | $170.7K | 0.01% | +77,822+61,763.5% | Added |
| Commonwealth Equity Services, LLC | 77,107 | $169.0K | 0.00% | +13,890+22.0% | Added |
| Janus Henderson Group PLC | 74,881 | $163.6K | 0.00% | +230.0% | Added |
| ExodusPoint Capital Management, LP | 71,932 | $158.0K | 0.00% | +71,932 | New |
| American International Group, Inc. | 70,210 | $153.8K | 0.00% | −603−0.9% | Reduced |
| MetLife Investment Management | 62,741 | $137.4K | 0.00% | −14,217−18.5% | Reduced |
| State Board of Administration of Florida Retirement System | 24,120 | $136.8K | 0.00% | −16,540−40.7% | Reduced |
| Millennium Management LLC | 60,791 | $133.1K | 0.00% | −84,498−58.2% | Reduced |
| New York State Common Retirement Fund | 59,367 | $130.0K | 0.00% | −124−0.2% | Reduced |
| Advisory Services Network, LLC | 59,340 | $130.0K | 0.00% | +1,528+2.6% | Added |
| Manufacturers Life Insurance Company, The | 56,433 | $123.6K | 0.00% | +238+0.4% | Added |
| Centiva Capital, LP | 55,150 | $120.8K | 0.01% | +55,150 | New |
| Integrated Wealth Concepts LLC | 51,945 | $113.8K | 0.00% | +25,435+95.9% | Added |
| Creative Planning | 51,229 | $112.2K | 0.00% | +3,306+6.9% | Added |
| Ursa Fund Management, LLC | 50,000 | $109.5K | 0.37% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 49,450 | $108.0K | 0.09% | −5,425−9.9% | Reduced |
| Flputnam Investment Management Co | 46,609 | $102.1K | 0.00% | +940+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,693 | $95.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 40,702 | $89.1K | 0.00% | −674−1.6% | Reduced |
| HighTower Advisors, LLC | 40,939 | $88.0K | 0.00% | +9,816+31.5% | Added |