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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $0 | 0.00% | −1−4.8% | Reduced |
| VisionPoint Advisory Group, LLC | 5 | $11 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5 | $11 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 17 | $38 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $70 | 0.00% | +32 | New |
| Missouri Trust & Investment Co | 55 | $120 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 65 | $142 | 0.00% | +65 | New |
| Sound Income Strategies, LLC | 100 | $219 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 100 | $219 | 0.00% | +100 | New |
| Quintet Private Bank (Europe) S.A. | 112 | $272 | 0.00% | +112 | New |
| Albion Financial Group | 135 | $296 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 147 | $322 | 0.00% | −2,829−95.1% | Reduced |
| AdvisorNet Financial, Inc | 150 | $329 | 0.00% | +150 | New |
| Toronto Dominion Bank | 157 | $344 | 0.00% | +157 | New |
| Retirement Group, LLC | 162 | $355 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 188 | $411 | 0.00% | +188 | New |
| Sunbelt Securities, Inc. | 200 | $438 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $477 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $517 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 242 | $530 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $580 | 0.00% | +265 | New |
| Main Street Group, LTD | 300 | $633 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $657 | 0.00% | −6,372−95.5% | Reduced |
| PSI Advisors, LLC | 300 | $657 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 300 | $657 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 356 | $780 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 424 | $929 | 0.00% | +285+205.0% | Added |
| Naples Money Management LLC | 433 | $948 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 250 | $1.00K | 0.00% | −275−52.4% | Reduced |
| Geneos Wealth Management Inc. | 500 | $1.09K | 0.00% | −270−35.1% | Reduced |
| HM Payson & Co | 500 | $1.09K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $1.09K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $1.09K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 520 | $1.10K | 0.00% | +149+40.2% | Added |
| Parallel Advisors, LLC | 530 | $1.16K | 0.00% | +392+284.1% | Added |
| JJJ Advisors Inc. | 540 | $1.18K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 605 | $1.32K | 0.00% | −2,134−77.9% | Reduced |
| Sandy Spring Bank | 700 | $1.53K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 703 | $1.54K | 0.00% | +683+3,415.0% | Added |
| Capital Analysts, LLC | 1,080 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,054 | $2.31K | 0.00% | +805+323.3% | Added |
| IFP Advisors, Inc | 1,100 | $2.41K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,133 | $2.48K | 0.00% | −128−10.2% | Reduced |
| Versant Capital Management, Inc | 1,314 | $2.88K | 0.00% | −1,129−46.2% | Reduced |
| CWM, LLC | 1,260 | $3.00K | 0.00% | −622−33.0% | Reduced |
| US Bancorp | 1,522 | $3.33K | 0.00% | −2,074−57.7% | Reduced |
| Clearstead Advisors, LLC | 2,915 | $3.53K | 0.00% | −500−14.6% | Reduced |
| WR Wealth Planners, LLC | 1,800 | $3.94K | 0.00% | +1,800 | New |
| Comerica Bank | 2,137 | $4.68K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,338 | $5.12K | 0.00% | +2,181+1,389.2% | Added |
| GWM Advisors LLC | 2,463 | $5.39K | 0.00% | +680+38.1% | Added |
| Ronald Blue Trust, Inc. | 2,700 | $5.91K | 0.00% | +2,528+1,469.8% | Added |
| Lindbrook Capital, LLC | 3,081 | $6.75K | 0.00% | +623+25.3% | Added |
| Catalyst Funds Management Pty Ltd | 4,000 | $8.76K | 0.00% | +4,000 | New |
| Allworth Financial LP | 4,285 | $9.38K | 0.00% | −104−2.4% | Reduced |
| Metropolitan Life Insurance Co | 4,314 | $9.45K | 0.00% | −3,618−45.6% | Reduced |
| Amalgamated Bank | 5,250 | $11.0K | 0.00% | −7,623−59.2% | Reduced |
| Jones Financial Companies LLLP | 5,025 | $11.0K | 0.00% | +4,027+403.5% | Added |
| Pickering Energy Partners LP | 5,868 | $12.9K | 0.14% | +5,868 | New |
| Federation des caisses Desjardins du Quebec | 6,877 | $15.1K | 0.00% | +1,000+17.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,000 | $15.3K | 0.01% | +7,000 | New |
| Armstrong Advisory Group, Inc | 4,424 | $17.2K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8,389 | $18.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 9,726 | $21.3K | 0.00% | +9,726 | New |
| Blair William & Co | 10,133 | $22.2K | 0.00% | +10,133 | New |
| CIBC Private Wealth Group, LLC | 10,523 | $22.2K | 0.00% | −270−2.5% | Reduced |
| Wealthspire Advisors, LLC | 10,582 | $23.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,665 | $23.4K | 0.00% | −9,014−45.8% | Reduced |
| Neuberger Berman Group LLC | 10,925 | $23.9K | 0.00% | +322+3.0% | Added |
| Squarepoint Ops LLC | 11,088 | $24.3K | 0.00% | +11,088 | New |
| IHT Wealth Management, LLC | 11,640 | $25.5K | 0.00% | −750−6.1% | Reduced |
| Walleye Trading LLC | 11,954 | $26.2K | 0.00% | +11,954 | New |
| Deuterium Capital Management, LLC | 12,000 | $26.3K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,088 | $26.5K | 0.00% | −103,350−89.5% | Reduced |
| Wellington Wealth Strategies, LLC. | 12,465 | $27.3K | 0.01% | −4,425−26.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,602 | $27.6K | 0.00% | −23,116−64.7% | Reduced |
| Tortoise Investment Management, LLC | 12,843 | $28.1K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,969 | $28.4K | 0.00% | −22,267−63.2% | Reduced |
| Clear Harbor Asset Management, LLC | 13,157 | $28.8K | 0.00% | −550−4.0% | Reduced |
| 360 Financial, Inc. | 13,170 | $28.8K | 0.01% | −847−6.0% | Reduced |
| National Bank of Canada | 24,370 | $29.0K | 0.00% | −15,500−38.9% | Reduced |
| AQR Capital Management LLC | 13,247 | $29.0K | 0.00% | −16,149−54.9% | Reduced |
| Lazari Capital Management, Inc. | 13,686 | $30.0K | 0.02% | −200−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,154 | $31.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15,000 | $32.9K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 16,463 | $36.1K | 0.00% | −1,609−8.9% | Reduced |
| Standard Life Aberdeen plc | 17,327 | $37.9K | 0.00% | +7,141+70.1% | Added |
| Prospera Financial Services Inc | 18,559 | $40.6K | 0.00% | −2,276−10.9% | Reduced |
| The PNC Financial Services Group, Inc. | 19,084 | $41.8K | 0.00% | −8,876−31.7% | Reduced |
| Two Sigma Securities, LLC | 19,091 | $41.8K | 0.00% | −13,879−42.1% | Reduced |
| SG Americas Securities, LLC | 19,359 | $42.0K | 0.00% | −34,503−64.1% | Reduced |
| Victory Capital Management Inc | 19,283 | $42.2K | 0.00% | −253−1.3% | Reduced |
| Scientech Research LLC | 19,636 | $43.0K | 0.02% | +19,636 | New |
| Sigma Planning Corp | 20,955 | $45.9K | 0.00% | +7,180+52.1% | Added |
| Pictet Asset Management Holding SA | 21,826 | $47.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 23,812 | $52.1K | 0.00% | +23,812 | New |
| Advisor Group Holdings, Inc. | 24,449 | $53.5K | 0.00% | −5,574−18.6% | Reduced |
| Aries Wealth Management | 25,000 | $54.8K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 25,596 | $56.1K | 0.00% | +2,013+8.5% | Added |