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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 25,900 | $56.7K | 0.00% | +900+3.6% | Added |
| LPL Financial LLC | 26,520 | $58.1K | 0.00% | −4,912−15.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,842 | $59.0K | 0.00% | −6,173−18.7% | Reduced |
| Vident Advisory, LLC | 28,564 | $62.6K | 0.00% | +8,363+41.4% | Added |
| Emfo, LLC | 29,140 | $63.8K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 31,869 | $69.8K | 0.00% | +1,320+4.3% | Added |
| Clarity Capital Partners LLC | 35,269 | $77.2K | 0.05% | −65,756−65.1% | Reduced |
| Oppenheimer & Co Inc | 35,307 | $77.3K | 0.00% | −668−1.9% | Reduced |
| International Assets Investment Management, LLC | 37,150 | $78.4K | 0.01% | +1,450+4.1% | Added |
| FMR LLC | 35,865 | $78.5K | 0.00% | +31,251+677.3% | Added |
| SEI Investments Co | 38,240 | $83.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 40,939 | $88.0K | 0.00% | +9,816+31.5% | Added |
| Arizona State Retirement System | 40,702 | $89.1K | 0.00% | −674−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,693 | $95.7K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 46,609 | $102.1K | 0.00% | +940+2.1% | Added |
| Ulland Investment Advisors, LLC | 49,450 | $108.0K | 0.09% | −5,425−9.9% | Reduced |
| Ursa Fund Management, LLC | 50,000 | $109.5K | 0.37% | 00.0% | Unchanged |
| Creative Planning | 51,229 | $112.2K | 0.00% | +3,306+6.9% | Added |
| Integrated Wealth Concepts LLC | 51,945 | $113.8K | 0.00% | +25,435+95.9% | Added |
| Centiva Capital, LP | 55,150 | $120.8K | 0.01% | +55,150 | New |
| Manufacturers Life Insurance Company, The | 56,433 | $123.6K | 0.00% | +238+0.4% | Added |
| Advisory Services Network, LLC | 59,340 | $130.0K | 0.00% | +1,528+2.6% | Added |
| New York State Common Retirement Fund | 59,367 | $130.0K | 0.00% | −124−0.2% | Reduced |
| Millennium Management LLC | 60,791 | $133.1K | 0.00% | −84,498−58.2% | Reduced |
| State Board of Administration of Florida Retirement System | 24,120 | $136.8K | 0.00% | −16,540−40.7% | Reduced |
| MetLife Investment Management | 62,741 | $137.4K | 0.00% | −14,217−18.5% | Reduced |
| American International Group, Inc. | 70,210 | $153.8K | 0.00% | −603−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 71,932 | $158.0K | 0.00% | +71,932 | New |
| Janus Henderson Group PLC | 74,881 | $163.6K | 0.00% | +230.0% | Added |
| Commonwealth Equity Services, LLC | 77,107 | $169.0K | 0.00% | +13,890+22.0% | Added |
| Quantbot Technologies LP | 77,948 | $170.7K | 0.01% | +77,822+61,763.5% | Added |
| Perigon Wealth Management, LLC | 89,070 | $195.1K | 0.01% | −37,747−29.8% | Reduced |
| Cetera Investment Advisers | 90,600 | $198.4K | 0.00% | +18,780+26.1% | Added |
| Captrust Financial Advisors | 95,820 | $209.8K | 0.00% | −22,007−18.7% | Reduced |
| Voya Investment Management LLC | 108,865 | $238.4K | 0.00% | +13,490+14.1% | Added |
| D. E. Shaw & Co., Inc. | 114,330 | $250.4K | 0.00% | +373+0.3% | Added |
| Bank of America Corp | 114,392 | $250.5K | 0.00% | −418,874−78.5% | Reduced |
| Legal & General Group Plc | 114,642 | $251.1K | 0.00% | −24,632−17.7% | Reduced |
| Toroso Investments, LLC | 121,741 | $266.6K | 0.00% | +109,616+904.0% | Added |
| SCP Investment, LP | 122,888 | $269.1K | 0.17% | −49,712−28.8% | Reduced |
| Electron Capital Partners, LLC | 123,254 | $269.9K | 0.01% | +123,254 | New |
| Steele Capital Management, Inc. | 125,000 | $273.8K | 0.02% | 00.0% | Unchanged |
| Sculptor Capital LP | 127,400 | $279.0K | 0.01% | −412,100−76.4% | Reduced |
| DnB Asset Management AS | 130,913 | $286.7K | 0.00% | +4,345+3.4% | Added |
| Raymond James & Associates | 134,199 | $293.9K | 0.00% | +90,300+205.7% | Added |
| California State Teachers Retirement System | 147,447 | $322.9K | 0.00% | −7,884−5.1% | Reduced |
| Swedbank AB | 158,100 | $346.2K | 0.00% | −228,000−59.1% | Reduced |
| Price T Rowe Associates Inc | 158,102 | $347.0K | 0.00% | +49,713+45.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 167,298 | $366.4K | 0.00% | +22,703+15.7% | Added |
| Group One Trading, L.P. | 182,180 | $399.0K | 0.01% | +182,180 | New |
| UBS Asset Management Americas Inc | 190,587 | $417.4K | 0.00% | +2,425+1.3% | Added |
| AlTi Global, Inc. | 217,940 | $477.3K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 219,116 | $479.9K | 0.00% | −630,062−74.2% | Reduced |
| Gsa Capital Partners LLP | 234,069 | $513.0K | 0.04% | +234,069 | New |
| Bailard, Inc. | 236,752 | $518.5K | 0.01% | +236,752 | New |
| Rhumbline Advisers | 241,159 | $528.1K | 0.00% | −12,371−4.9% | Reduced |
| AnglePoint Asset Management Ltd | 248,702 | $544.7K | 1.02% | 00.0% | Unchanged |
| Barclays PLC | 259,354 | $568.0K | 0.00% | −299,988−53.6% | Reduced |
| Alliancebernstein L.P. | 261,193 | $572.0K | 0.00% | +152,405+140.1% | Added |
| Symmetry Investments LP | 261,260 | $572.2K | 0.06% | −67,805−20.6% | Reduced |
| Tudor Investment Corp Et Al | 263,382 | $576.8K | 0.01% | −137,914−34.4% | Reduced |
| Swiss National Bank | 291,700 | $638.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 302,043 | $661.0K | 0.00% | +258,324+590.9% | Added |
| Davy Global Fund Management Ltd | 304,600 | $667.1K | 0.08% | −5,698−1.8% | Reduced |
| JPMorgan Chase & Co | 319,867 | $700.5K | 0.00% | +221,403+224.9% | Added |
| Skaana Management L.P. | 340,887 | $746.5K | 0.20% | +340,887 | New |
| Citadel Advisors LLC | 344,687 | $754.9K | 0.00% | +137,777+66.6% | Added |
| Amundi | 475,817 | $756.5K | 0.00% | −10,792−2.2% | Reduced |
| Mizuho Markets Americas LLC | 349,390 | $765.2K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 353,694 | $774.6K | 0.00% | +310,340+715.8% | Added |
| SIR Capital Management, L.P. | 369,700 | $809.6K | 0.08% | +346,812+1,515.3% | Added |
| Alps Advisors Inc | 387,712 | $849.1K | 0.01% | −125,290−24.4% | Reduced |
| Levin Capital Strategies, L.P. | 390,000 | $854.1K | 0.09% | +261,980+204.6% | Added |
| Nicola Wealth Management Ltd. | 400,000 | $876.0K | 0.08% | −135,000−25.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 407,216 | $891.8K | 0.00% | −74,554−15.5% | Reduced |
| Jane Street Group, LLC | 474,265 | $1.04M | 0.00% | +35,919+8.2% | Added |
| Deutsche Bank AG | 480,092 | $1.05M | 0.00% | −95,227−16.6% | Reduced |
| Royal Bank of Canada | 513,547 | $1.13M | 0.00% | −33,249−6.1% | Reduced |
| Credit Suisse AG | 560,885 | $1.23M | 0.00% | −194,063−25.7% | Reduced |
| Susquehanna International Group, LLP | 569,771 | $1.25M | 0.00% | +399,518+234.7% | Added |
| First Trust Advisors LP | 630,145 | $1.38M | 0.00% | −149,015−19.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 222,575 | $1.39M | 0.00% | +105,643+90.3% | Added |
| Cohen & Steers, Inc. | 637,750 | $1.40M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 670,508 | $1.47M | 0.00% | +186,610+38.6% | Added |
| Swiss Life Asset Management Ltd | 719,762 | $1.58M | 0.02% | +158,022+28.1% | Added |
| Citigroup Inc | 759,861 | $1.66M | 0.00% | −23,903−3.0% | Reduced |
| Nuveen Asset Management, LLC | 808,365 | $1.77M | 0.00% | +201,799+33.3% | Added |
| Wells Fargo & Company | 812,514 | $1.78M | 0.00% | +125,757+18.3% | Added |
| UBS Group AG | 815,174 | $1.79M | 0.00% | +144,327+21.5% | Added |
| HSBC Holdings PLC | 967,464 | $2.12M | 0.00% | +469,068+94.1% | Added |
| Lido Advisors, LLC | 1,075,772 | $2.36M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,175,892 | $2.58M | 0.00% | +176,362+17.6% | Added |
| Northern Trust Corp | 1,269,746 | $2.78M | 0.00% | −12,289−1.0% | Reduced |
| Bank of New York Mellon Corp | 1,274,493 | $2.79M | 0.00% | +142,106+12.5% | Added |
| Nomura Holdings Inc | 1,325,529 | $2.90M | 0.02% | +128,573+10.7% | Added |
| Bridgewater Associates, LP | 1,348,051 | $2.95M | 0.01% | +1,118,496+487.2% | Added |
| Morgan Stanley | 1,395,976 | $3.06M | 0.00% | −71,198−4.9% | Reduced |
| Rock Point Advisors, LLC | 1,508,779 | $3.30M | 0.98% | +101,254+7.2% | Added |
| Goldman Sachs Group Inc | 1,777,897 | $3.89M | 0.00% | −891,812−33.4% | Reduced |
| CenterBook Partners LP | 1,858,226 | $4.07M | 0.28% | +1,858,226 | New |