Skip to main content
Livermore
Livermore
ZHEN

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 2 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q2 2024 vs. Q1 2024

How the institutions holding Stem, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of STEM: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2112183−26
Shares96.6M561.0K79.6M−16.4M (−17.1%)
Value$212.2M$1.23M$88.6M−$122.4M (−58.0%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Stem, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to STEM in Q2 2024
InstitutionSharesValue% of portfolio
Prescott Group Capital Management, L.L.C.690,000$766.0K0.12%
Sanctuary Advisors, LLC364,781$667.5K0.00%
Mirae Asset Global ETFs Holdings Ltd.172,238$191.2K0.00%
Corebridge Financial, Inc.81,674$90.7K0.00%
Balyasny Asset Management LLC78,053$86.6K0.00%
Brevan Howard Capital Management LP46,973$52.1K0.00%
Dynamic Technology Lab Private Ltd42,727$47.0K0.01%
JustInvest LLC26,660$26.7K0.00%
Savant Capital, LLC20,331$22.6K0.00%
Fisher Asset Management, LLC17,248$19.1K0.00%
Gainplan LLC14,757$16.4K0.01%
Cerity Partners LLC14,715$16.3K0.00%
Two Sigma Advisers, LP13,900$15.4K0.00%
Ethic Inc.12,383$13.7K0.00%
Optas, LLC10,593$11.8K0.00%
Meridian Wealth Management, LLC10,375$11.5K0.00%
Chickasaw Capital Management LLC10,000$11.0K0.00%
Bank of Montreal7,077$8.42K0.00%
Redwood Wealth Management Group, LLC5,470$6.07K0.00%
Smartleaf Asset Management LLC2,033$2.34K0.00%
Mather Group, LLC.1,000$2.19K0.00%
Strategic Investment Solutions, Inc.750$9150.00%
Financial Network Wealth Advisors LLC727$8070.00%
Cypress Capital, LLC700$7770.00%
Painted Porch Advisors LLC645$7160.00%
ORG Partners LLC325$3380.00%
EverSource Wealth Advisors, LLC89$1090.00%
Rothschild Investment LLC65$720.00%
Gradient Investments LLC52$580.00%
Aviso Financial Inc.50$550.00%

Sold out (56)

Institutions that held Stem, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of STEM in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Alkeon Capital Management LLC7,188,612$15.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,592,552$7.87M
HITE Hedge Asset Management LLC3,065,363$6.71M
Wellington Management Group LLP2,339,605$5.12M
CenterBook Partners LP1,858,226$4.07M
Mirae Asset Global Investments Co., Ltd.222,575$1.39M
Nicola Wealth Management Ltd.400,000$876.0K
Alps Advisors Inc387,712$849.1K
Amundi475,817$756.5K
Citadel Advisors LLC344,687$754.9K
Skaana Management L.P.340,887$746.5K
Swiss National Bank291,700$638.8K
Symmetry Investments LP261,260$572.2K
Bailard, Inc.236,752$518.5K
Captrust Financial Advisors95,820$209.8K
Quantbot Technologies LP77,948$170.7K
Janus Henderson Group PLC74,881$163.6K
ExodusPoint Capital Management, LP71,932$158.0K
American International Group, Inc.70,210$153.8K
Millennium Management LLC60,791$133.1K
Centiva Capital, LP55,150$120.8K
Ursa Fund Management, LLC50,000$109.5K
Flputnam Investment Management Co46,609$102.1K
Zurcher Kantonalbank (Zurich Cantonalbank)43,693$95.7K
Arizona State Retirement System40,702$89.1K
Pictet Asset Management Holding SA21,826$47.8K
Scientech Research LLC19,636$43.0K
Two Sigma Securities, LLC19,091$41.8K
Clear Harbor Asset Management, LLC13,157$28.8K
State of Wisconsin Investment Board12,969$28.4K
Tortoise Investment Management, LLC12,843$28.1K
Wellington Wealth Strategies, LLC.12,465$27.3K
Engineers Gate Manager LP12,088$26.5K
Walleye Trading LLC11,954$26.2K
Blair William & Co10,133$22.2K
Armstrong Advisory Group, Inc4,424$17.2K
Jones Financial Companies LLLP5,025$11.0K
Metropolitan Life Insurance Co4,314$9.45K
Catalyst Funds Management Pty Ltd4,000$8.76K
Lindbrook Capital, LLC3,081$6.75K
Signaturefd, LLC2,338$5.12K
Versant Capital Management, Inc1,314$2.88K
Advisors Asset Management, Inc.605$1.32K
Parallel Advisors, LLC530$1.16K
Farther Finance Advisors, LLC520$1.10K
VitalStone Financial, LLC250$1.00K
Scarborough Advisors, LLC300$657
Householder Group Estate & Retirement Specialist, LLC300$657
Tucker Asset Management LLC242$530
Allspring Global Investments Holdings, LLC188$411
AdvisorNet Financial, Inc150$329
Quadrant Capital Group LLC147$322
Principal Securities, Inc.100$219
Elequin Capital LP65$142
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32$70
Future Financial Wealth Managment LLC5$11

Not filed for Q2 2024 yet (2)

Institutions that held Stem, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG560,885$1.23M
Retirement Group, LLC162$355