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, Q2 2024
Institutional positions in Stem, Inc. as of Jun 30, 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
- 183
- −26 vs. Q1 2024
- Shares held
- 79.7M
- −19.5M (−19.7%) vs. Q1 2024
- Total value
- $88.7M
- −$129.1M (−59.3%) vs. Q1 2024
- New holders
- 30
- 57 more added
- Sold out
- 56
- 48 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 13,413,934 | $14.9M | 0.02% | +998,081+8.0% | Added |
| BlackRock Inc. | 10,904,451 | $12.1M | 0.00% | −401,086−3.5% | Reduced |
| Vanguard Group Inc | 8,521,475 | $9.46M | 0.00% | +353,531+4.3% | Added |
| State Street Corp | 4,967,772 | $5.51M | 0.00% | +917,676+22.7% | Added |
| Geode Capital Management, LLC | 3,438,071 | $3.82M | 0.00% | +266,539+8.4% | Added |
| Invesco Ltd. | 2,715,261 | $3.01M | 0.00% | −439,993−13.9% | Reduced |
| Ardsley Advisory Partners LP | 1,750,000 | $1.94M | 0.35% | −510,000−22.6% | Reduced |
| Rock Point Advisors, LLC | 1,618,589 | $1.80M | 0.54% | +109,810+7.3% | Added |
| SIR Capital Management, L.P. | 1,578,575 | $1.75M | 0.17% | +1,208,875+327.0% | Added |
| Baird Financial Group, Inc. | 1,433,970 | $1.59M | 0.00% | +763,462+113.9% | Added |
| UBS Asset Management Americas Inc | 1,358,255 | $1.51M | 0.00% | +1,167,668+612.7% | Added |
| Charles Schwab Investment Management Inc | 1,231,140 | $1.37M | 0.00% | +55,248+4.7% | Added |
| Northern Trust Corp | 1,188,348 | $1.32M | 0.00% | −81,398−6.4% | Reduced |
| Lido Advisors, LLC | 1,075,772 | $1.19M | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,061,924 | $1.18M | 0.08% | +827,855+353.7% | Added |
| HSBC Holdings PLC | 1,039,420 | $1.13M | 0.00% | +71,956+7.4% | Added |
| Nomura Holdings Inc | 944,622 | $1.05M | 0.01% | −380,907−28.7% | Reduced |
| Citigroup Inc | 864,215 | $959.3K | 0.00% | +104,354+13.7% | Added |
| Davy Global Fund Management Ltd | 856,092 | $950.3K | 0.11% | +551,492+181.1% | Added |
| Wells Fargo & Company | 835,671 | $927.6K | 0.00% | +23,157+2.9% | Added |
| AQR Capital Management LLC | 777,648 | $863.2K | 0.00% | +764,401+5,770.4% | Added |
| Swiss Life Asset Management Ltd | 719,762 | $798.8K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 709,183 | $787.2K | 0.00% | −3,478,745−83.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 690,000 | $766.0K | 0.12% | +690,000 | New |
| KBC Group NV | 678,017 | $753.0K | 0.00% | +375,974+124.5% | Added |
| Levin Capital Strategies, L.P. | 660,000 | $732.6K | 0.08% | +270,000+69.2% | Added |
| Two Sigma Investments, LP | 638,427 | $708.7K | 0.00% | +284,733+80.5% | Added |
| Cohen & Steers, Inc. | 637,750 | $708.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 614,928 | $682.6K | 0.00% | +353,735+135.4% | Added |
| Sanctuary Advisors, LLC | 364,781 | $667.5K | 0.00% | +364,781 | New |
| First Trust Advisors LP | 575,341 | $638.6K | 0.00% | −54,804−8.7% | Reduced |
| Bank of New York Mellon Corp | 551,348 | $612.0K | 0.00% | −723,145−56.7% | Reduced |
| Royal Bank of Canada | 516,407 | $573.0K | 0.00% | +2,860+0.6% | Added |
| Squarepoint Ops LLC | 491,251 | $545.3K | 0.00% | +480,163+4,330.5% | Added |
| Susquehanna International Group, LLP | 479,299 | $532.0K | 0.00% | −90,472−15.9% | Reduced |
| Bridgewater Associates, LP | 475,410 | $527.7K | 0.00% | −872,641−64.7% | Reduced |
| Nuveen Asset Management, LLC | 473,995 | $526.1K | 0.00% | −334,370−41.4% | Reduced |
| UBS Group AG | 432,321 | $479.9K | 0.00% | −382,853−47.0% | Reduced |
| Deutsche Bank AG | 414,532 | $460.1K | 0.00% | −65,560−13.7% | Reduced |
| D. E. Shaw & Co., Inc. | 409,529 | $454.6K | 0.00% | +295,199+258.2% | Added |
| Toroso Investments, LLC | 391,594 | $434.7K | 0.01% | +269,853+221.7% | Added |
| Jane Street Group, LLC | 360,738 | $400.4K | 0.00% | −113,527−23.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 352,493 | $391.3K | 0.00% | −54,723−13.4% | Reduced |
| Mizuho Markets Americas LLC | 349,390 | $387.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 341,139 | $376.0K | 0.00% | +300,200+733.3% | Added |
| SCP Investment, LP | 270,888 | $300.7K | 0.19% | +148,000+120.4% | Added |
| Goldman Sachs Group Inc | 266,424 | $295.7K | 0.00% | −1,511,473−85.0% | Reduced |
| Bank of America Corp | 265,038 | $294.2K | 0.00% | +150,646+131.7% | Added |
| Rhumbline Advisers | 262,408 | $291.3K | 0.00% | +21,249+8.8% | Added |
| Group One Trading, L.P. | 237,253 | $263.4K | 0.01% | +55,073+30.2% | Added |
| AlTi Global, Inc. | 217,940 | $241.9K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 210,854 | $234.0K | 0.00% | −8,262−3.8% | Reduced |
| DnB Asset Management AS | 209,273 | $232.3K | 0.00% | +78,360+59.9% | Added |
| AnglePoint Asset Management Ltd | 183,546 | $203.7K | 0.21% | −65,156−26.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 172,238 | $191.2K | 0.00% | +172,238 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 171,054 | $189.9K | 0.00% | +3,756+2.2% | Added |
| Price T Rowe Associates Inc | 166,149 | $185.0K | 0.00% | +8,047+5.1% | Added |
| Raymond James & Associates | 158,274 | $175.7K | 0.00% | +24,075+17.9% | Added |
| Swedbank AB | 158,100 | $175.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 152,486 | $169.3K | 0.00% | +43,621+40.1% | Added |
| Oppenheimer & Co Inc | 136,495 | $151.5K | 0.00% | +101,188+286.6% | Added |
| JPMorgan Chase & Co | 129,590 | $143.8K | 0.00% | −510,144−79.7% | Reduced |
| Sculptor Capital LP | 127,400 | $141.4K | 0.00% | 00.0% | Unchanged |
| Electron Capital Partners, LLC | 125,180 | $138.9K | 0.01% | +1,926+1.6% | Added |
| Steele Capital Management, Inc. | 125,000 | $138.8K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 94,974 | $105.4K | 0.00% | +4,374+4.8% | Added |
| MetLife Investment Management | 94,190 | $104.6K | 0.00% | +31,449+50.1% | Added |
| Tudor Investment Corp Et Al | 91,608 | $101.7K | 0.00% | −171,774−65.2% | Reduced |
| Corebridge Financial, Inc. | 81,674 | $90.7K | 0.00% | +81,674 | New |
| Balyasny Asset Management LLC | 78,053 | $86.6K | 0.00% | +78,053 | New |
| Barclays PLC | 75,171 | $83.4K | 0.00% | −184,183−71.0% | Reduced |
| Commonwealth Equity Services, LLC | 68,556 | $76.0K | 0.00% | −8,551−11.1% | Reduced |
| New York State Common Retirement Fund | 59,423 | $66.0K | 0.00% | +56+0.1% | Added |
| Manufacturers Life Insurance Company, The | 56,341 | $62.5K | 0.00% | −92−0.2% | Reduced |
| Advisory Services Network, LLC | 53,640 | $59.5K | 0.00% | −5,700−9.6% | Reduced |
| Brevan Howard Capital Management LP | 46,973 | $52.1K | 0.00% | +46,973 | New |
| Integrated Wealth Concepts LLC | 46,445 | $51.6K | 0.00% | −5,500−10.6% | Reduced |
| Creative Planning | 44,581 | $49.5K | 0.00% | −6,648−13.0% | Reduced |
| SEI Investments Co | 43,643 | $48.4K | 0.00% | +5,403+14.1% | Added |
| Dynamic Technology Lab Private Ltd | 42,727 | $47.0K | 0.01% | +42,727 | New |
| State Board of Administration of Florida Retirement System | 40,660 | $45.1K | 0.00% | +16,540+68.6% | Added |
| International Assets Investment Management, LLC | 40,550 | $45.0K | 0.00% | +3,400+9.2% | Added |
| Sigma Planning Corp | 36,005 | $40.0K | 0.00% | +15,050+71.8% | Added |
| Russell Investments Group, Ltd. | 34,029 | $37.8K | 0.00% | +33,605+7,925.7% | Added |
| SG Americas Securities, LLC | 33,666 | $37.0K | 0.00% | +14,307+73.9% | Added |
| HB Wealth Management, LLC | 31,749 | $35.2K | 0.00% | −120−0.4% | Reduced |
| Emfo, LLC | 29,140 | $32.3K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 28,564 | $31.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 28,507 | $31.6K | 0.00% | +27,374+2,416.1% | Added |
| Neuberger Berman Group LLC | 27,439 | $30.5K | 0.00% | +16,514+151.2% | Added |
| National Bank of Canada | 28,820 | $29.9K | 0.00% | +4,450+18.3% | Added |
| Aries Wealth Management | 26,000 | $28.9K | 0.01% | +1,000+4.0% | Added |
| Kestra Private Wealth Services, LLC | 25,500 | $28.3K | 0.00% | −400−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,187 | $27.0K | 0.00% | −2,655−9.9% | Reduced |
| JustInvest LLC | 26,660 | $26.7K | 0.00% | +26,660 | New |
| Tower Research Capital LLC (TRC) | 21,922 | $24.3K | 0.00% | +9,320+74.0% | Added |
| Savant Capital, LLC | 20,331 | $22.6K | 0.00% | +20,331 | New |
| Victory Capital Management Inc | 19,448 | $21.6K | 0.00% | +165+0.9% | Added |
| ProShare Advisors LLC | 19,083 | $21.2K | 0.00% | −6,513−25.4% | Reduced |
| Standard Life Aberdeen plc | 17,327 | $19.2K | 0.00% | 00.0% | Unchanged |