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 |
|---|---|---|---|---|---|
| Ardsley Advisory Partners LP | 2,260,000 | $4.95M | 0.71% | +840,000+59.2% | Added |
| Wellington Management Group LLP | 2,339,605 | $5.12M | 0.00% | +744,897+46.7% | Added |
| HITE Hedge Asset Management LLC | 3,065,363 | $6.71M | 0.67% | +2,723,542+796.8% | Added |
| Invesco Ltd. | 3,155,254 | $6.91M | 0.00% | +636,628+25.3% | Added |
| Geode Capital Management, LLC | 3,171,532 | $6.95M | 0.00% | +57,205+1.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,592,552 | $7.87M | 0.02% | −3,045,073−45.9% | Reduced |
| State Street Corp | 4,050,096 | $8.87M | 0.00% | +266,713+7.0% | Added |
| Alkeon Capital Management LLC | 7,188,612 | $15.7M | 0.09% | 00.0% | Unchanged |
| Vanguard Group Inc | 8,167,944 | $17.9M | 0.00% | −2,955,980−26.6% | Reduced |
| BlackRock Inc. | 11,305,537 | $24.8M | 0.00% | +101,964+0.9% | Added |
| Schroder Investment Management Group | 12,415,853 | $27.2M | 0.03% | +984,533+8.6% | Added |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,413,576−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −1,055,041−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −357,424−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −342,839−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −328,364−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −261,610−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −253,800−100.0% | Sold out |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −196,900−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −126,665−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −105,923−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −97,809−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −58,720−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −51,154−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −42,160−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,671−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −38,301−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −32,194−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,074−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −30,691−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −30,908−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,545−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −17,321−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,835−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −13,251−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −12,041−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,418−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −10,675−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,185−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Eukles Asset Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Autonomy Capital (Jersey) L.P. | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |