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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 2 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q1 2024 vs. Q4 2023

How the institutions holding Stem, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of STEM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2252211−12
Shares98.2M959.6K96.6M−600.4K (−0.6%)
Value$380.9M$3.72M$212.2M−$164.9M (−43.7%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Stem, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Sold out (40)

Institutions that held Stem, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of STEM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Van Eck Associates Corp1,413,576$5.49M
Yaupon Capital Management LP1,055,041$4.09M
Erste Asset Management GmbH357,424$1.42M
Clear Sky Advisers, LLC342,839$1.33M
Insight Wealth Strategies, LLC328,364$1.27M
Norges Bank261,610$1.02M
Vontobel Holding Ltd.253,800$984.7K
Cushing Asset Management, LP196,900$764.0K
IPG Investment Advisors LLC150,000$582.0K
Susquehanna Portfolio Strategies, LLC126,665$491.5K
Point72 Asset Management, L.P.105,923$411.0K
HRT Financial LP97,809$379.0K
Virtu Financial LLC58,720$228.0K
Man Group plc51,154$198.5K
Ameriprise Financial Inc42,160$163.6K
Balyasny Asset Management LLC41,671$161.7K
Sherbrooke Park Advisers LLC38,301$148.6K
Bayesian Capital Management, LP32,194$124.9K
Qube Research & Technologies Ltd32,074$124.4K
Bank of Montreal30,691$122.2K
Boothbay Fund Management, LLC30,908$119.9K
Quadrature Capital Ltd26,545$102.7K
Cubist Systematic Strategies, LLC21,700$84.2K
J.W. Cole Advisors, Inc.17,321$67.2K
Janney Montgomery Scott LLC14,835$58.0K
Alpine Global Management, LLC13,251$51.4K
Traynor Capital Management, Inc.12,041$46.7K
Sequoia Financial Advisors, LLC12,000$46.6K
MQS Management LLC11,418$44.3K
Meridian Wealth Management, LLC10,675$41.4K
Prudential Financial Inc10,185$39.5K
Byrne Asset Management LLC–$21.0K
Newbridge Financial Services Group, Inc.3,000$11.6K
New Millennium Group LLC500$1.94K
First Horizon Advisors, Inc.447$1.73K
ORG Partners LLC325$1.26K
City Holding Co250$970
Bourgeon Capital Management LLC200$776
Eukles Asset Management1$4
Cutler Group LP31$0

Not filed for Q1 2024 yet (2)

Institutions that held Stem, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Autonomy Capital (Jersey) L.P.959,037$3.72M
Strategic Investment Solutions, Inc.566$2.20K