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 |
|---|---|---|---|---|---|
| SEI Investments Co | 38,240 | $83.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 35,865 | $78.5K | 0.00% | +31,251+677.3% | Added |
| International Assets Investment Management, LLC | 37,150 | $78.4K | 0.01% | +1,450+4.1% | Added |
| Oppenheimer & Co Inc | 35,307 | $77.3K | 0.00% | −668−1.9% | Reduced |
| Clarity Capital Partners LLC | 35,269 | $77.2K | 0.05% | −65,756−65.1% | Reduced |
| HB Wealth Management, LLC | 31,869 | $69.8K | 0.00% | +1,320+4.3% | Added |
| Emfo, LLC | 29,140 | $63.8K | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 28,564 | $62.6K | 0.00% | +8,363+41.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,842 | $59.0K | 0.00% | −6,173−18.7% | Reduced |
| LPL Financial LLC | 26,520 | $58.1K | 0.00% | −4,912−15.6% | Reduced |
| Kestra Private Wealth Services, LLC | 25,900 | $56.7K | 0.00% | +900+3.6% | Added |
| ProShare Advisors LLC | 25,596 | $56.1K | 0.00% | +2,013+8.5% | Added |
| Aries Wealth Management | 25,000 | $54.8K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,449 | $53.5K | 0.00% | −5,574−18.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,812 | $52.1K | 0.00% | +23,812 | New |
| Pictet Asset Management Holding SA | 21,826 | $47.8K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,955 | $45.9K | 0.00% | +7,180+52.1% | Added |
| Scientech Research LLC | 19,636 | $43.0K | 0.02% | +19,636 | New |
| Victory Capital Management Inc | 19,283 | $42.2K | 0.00% | −253−1.3% | Reduced |
| SG Americas Securities, LLC | 19,359 | $42.0K | 0.00% | −34,503−64.1% | Reduced |
| Two Sigma Securities, LLC | 19,091 | $41.8K | 0.00% | −13,879−42.1% | Reduced |
| The PNC Financial Services Group, Inc. | 19,084 | $41.8K | 0.00% | −8,876−31.7% | Reduced |
| Prospera Financial Services Inc | 18,559 | $40.6K | 0.00% | −2,276−10.9% | Reduced |
| Standard Life Aberdeen plc | 17,327 | $37.9K | 0.00% | +7,141+70.1% | Added |
| Principal Financial Group Inc | 16,463 | $36.1K | 0.00% | −1,609−8.9% | Reduced |
| MTM Investment Management, LLC | 15,000 | $32.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,154 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 13,686 | $30.0K | 0.02% | −200−1.4% | Reduced |
| AQR Capital Management LLC | 13,247 | $29.0K | 0.00% | −16,149−54.9% | Reduced |
| National Bank of Canada | 24,370 | $29.0K | 0.00% | −15,500−38.9% | Reduced |
| 360 Financial, Inc. | 13,170 | $28.8K | 0.01% | −847−6.0% | Reduced |
| Clear Harbor Asset Management, LLC | 13,157 | $28.8K | 0.00% | −550−4.0% | Reduced |
| State of Wisconsin Investment Board | 12,969 | $28.4K | 0.00% | −22,267−63.2% | Reduced |
| Tortoise Investment Management, LLC | 12,843 | $28.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,602 | $27.6K | 0.00% | −23,116−64.7% | Reduced |
| Wellington Wealth Strategies, LLC. | 12,465 | $27.3K | 0.01% | −4,425−26.2% | Reduced |
| Engineers Gate Manager LP | 12,088 | $26.5K | 0.00% | −103,350−89.5% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $26.3K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 11,954 | $26.2K | 0.00% | +11,954 | New |
| IHT Wealth Management, LLC | 11,640 | $25.5K | 0.00% | −750−6.1% | Reduced |
| Squarepoint Ops LLC | 11,088 | $24.3K | 0.00% | +11,088 | New |
| Neuberger Berman Group LLC | 10,925 | $23.9K | 0.00% | +322+3.0% | Added |
| Mariner, LLC | 10,665 | $23.4K | 0.00% | −9,014−45.8% | Reduced |
| Wealthspire Advisors, LLC | 10,582 | $23.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,523 | $22.2K | 0.00% | −270−2.5% | Reduced |
| Blair William & Co | 10,133 | $22.2K | 0.00% | +10,133 | New |
| Resona Asset Management Co.,Ltd. | 9,726 | $21.3K | 0.00% | +9,726 | New |
| CKW Financial Group | 8,389 | $18.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,424 | $17.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,000 | $15.3K | 0.01% | +7,000 | New |
| Federation des caisses Desjardins du Quebec | 6,877 | $15.1K | 0.00% | +1,000+17.0% | Added |
| Pickering Energy Partners LP | 5,868 | $12.9K | 0.14% | +5,868 | New |
| Jones Financial Companies LLLP | 5,025 | $11.0K | 0.00% | +4,027+403.5% | Added |
| Amalgamated Bank | 5,250 | $11.0K | 0.00% | −7,623−59.2% | Reduced |
| Metropolitan Life Insurance Co | 4,314 | $9.45K | 0.00% | −3,618−45.6% | Reduced |
| Allworth Financial LP | 4,285 | $9.38K | 0.00% | −104−2.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,000 | $8.76K | 0.00% | +4,000 | New |
| Lindbrook Capital, LLC | 3,081 | $6.75K | 0.00% | +623+25.3% | Added |
| Ronald Blue Trust, Inc. | 2,700 | $5.91K | 0.00% | +2,528+1,469.8% | Added |
| GWM Advisors LLC | 2,463 | $5.39K | 0.00% | +680+38.1% | Added |
| Signaturefd, LLC | 2,338 | $5.12K | 0.00% | +2,181+1,389.2% | Added |
| Comerica Bank | 2,137 | $4.68K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,800 | $3.94K | 0.00% | +1,800 | New |
| Clearstead Advisors, LLC | 2,915 | $3.53K | 0.00% | −500−14.6% | Reduced |
| US Bancorp | 1,522 | $3.33K | 0.00% | −2,074−57.7% | Reduced |
| CWM, LLC | 1,260 | $3.00K | 0.00% | −622−33.0% | Reduced |
| Versant Capital Management, Inc | 1,314 | $2.88K | 0.00% | −1,129−46.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,133 | $2.48K | 0.00% | −128−10.2% | Reduced |
| IFP Advisors, Inc | 1,100 | $2.41K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,054 | $2.31K | 0.00% | +805+323.3% | Added |
| Capital Analysts, LLC | 1,080 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 703 | $1.54K | 0.00% | +683+3,415.0% | Added |
| Sandy Spring Bank | 700 | $1.53K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 605 | $1.32K | 0.00% | −2,134−77.9% | Reduced |
| JJJ Advisors Inc. | 540 | $1.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 530 | $1.16K | 0.00% | +392+284.1% | Added |
| Farther Finance Advisors, LLC | 520 | $1.10K | 0.00% | +149+40.2% | Added |
| 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 |
| VitalStone Financial, LLC | 250 | $1.00K | 0.00% | −275−52.4% | Reduced |
| Naples Money Management LLC | 433 | $948 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 424 | $929 | 0.00% | +285+205.0% | Added |
| Harbour Investments, Inc. | 356 | $780 | 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 |
| Main Street Group, LTD | 300 | $633 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $580 | 0.00% | +265 | New |
| Tucker Asset Management LLC | 242 | $530 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $517 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $477 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $438 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 188 | $411 | 0.00% | +188 | New |
| Retirement Group, LLC | 162 | $355 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 157 | $344 | 0.00% | +157 | New |
| AdvisorNet Financial, Inc | 150 | $329 | 0.00% | +150 | New |
| Quadrant Capital Group LLC | 147 | $322 | 0.00% | −2,829−95.1% | Reduced |
| Albion Financial Group | 135 | $296 | 0.00% | 00.0% | Unchanged |