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
- 79.6M
- −16.4M (−17.1%) vs. Q1 2024
- Total value
- $88.6M
- −$122.4M (−58.0%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $0 | 0.00% | +29+145.0% | Added |
| VisionPoint Advisory Group, LLC | 5 | $6 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $19 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 50 | $55 | 0.00% | +50 | New |
| Gradient Investments LLC | 52 | $58 | 0.00% | +52 | New |
| Missouri Trust & Investment Co | 55 | $61 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $72 | 0.00% | +65 | New |
| EverSource Wealth Advisors, LLC | 89 | $109 | 0.00% | +89 | New |
| Sound Income Strategies, LLC | 100 | $111 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 116 | $139 | 0.00% | +4+3.6% | Added |
| Albion Financial Group | 135 | $150 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 157 | $175 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $222 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $242 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $262 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 249 | $276 | 0.00% | −805−76.4% | Reduced |
| Glen Eagle Advisors, LLC | 265 | $294 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $312 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $333 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 325 | $338 | 0.00% | +325 | New |
| Harbour Investments, Inc. | 356 | $395 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 433 | $450 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $555 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $555 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $555 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $555 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 540 | $600 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 645 | $716 | 0.00% | +645 | New |
| Sandy Spring Bank | 700 | $777 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 700 | $777 | 0.00% | +700 | New |
| Northwestern Mutual Wealth Management Co | 703 | $780 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 727 | $807 | 0.00% | +727 | New |
| Strategic Investment Solutions, Inc. | 750 | $915 | 0.00% | +750 | New |
| Capital Analysts, LLC | 1,080 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,100 | $1.22K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,522 | $1.69K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,800 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,000 | $2.19K | 0.00% | +1,000 | New |
| Smartleaf Asset Management LLC | 2,033 | $2.34K | 0.00% | +2,033 | New |
| Comerica Bank | 2,137 | $2.37K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,734 | $3.04K | 0.00% | −33,131−92.4% | Reduced |
| Clearstead Advisors, LLC | 2,915 | $3.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,333 | $4.10K | 0.00% | −952−22.2% | Reduced |
| CWM, LLC | 4,207 | $5.00K | 0.00% | +2,947+233.9% | Added |
| Ronald Blue Trust, Inc. | 2,700 | $5.91K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5,470 | $6.07K | 0.00% | +5,470 | New |
| GWM Advisors LLC | 5,553 | $6.17K | 0.00% | +3,090+125.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,000 | $7.77K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 7,077 | $8.42K | 0.00% | +7,077 | New |
| CKW Financial Group | 8,389 | $9.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,377 | $10.4K | 0.00% | +2,500+36.4% | Added |
| Resona Asset Management Co.,Ltd. | 9,359 | $10.6K | 0.00% | −367−3.8% | Reduced |
| Ulland Investment Advisors, LLC | 10,000 | $11.0K | 0.01% | −39,450−79.8% | Reduced |
| Chickasaw Capital Management LLC | 10,000 | $11.0K | 0.00% | +10,000 | New |
| Meridian Wealth Management, LLC | 10,375 | $11.5K | 0.00% | +10,375 | New |
| Optas, LLC | 10,593 | $11.8K | 0.00% | +10,593 | New |
| Mariner, LLC | 10,648 | $11.8K | 0.00% | −17−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 10,523 | $12.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,000 | $12.2K | 0.00% | −136,447−92.5% | Reduced |
| Wealthspire Advisors, LLC | 11,082 | $12.3K | 0.00% | +500+4.7% | Added |
| IHT Wealth Management, LLC | 11,190 | $12.4K | 0.00% | −450−3.9% | Reduced |
| Pickering Energy Partners LP | 11,868 | $13.2K | 0.01% | +6,000+102.2% | Added |
| Deuterium Capital Management, LLC | 12,000 | $13.3K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 12,311 | $13.7K | 0.00% | −102,331−89.3% | Reduced |
| Ethic Inc. | 12,383 | $13.7K | 0.00% | +12,383 | New |
| Lazari Capital Management, Inc. | 13,074 | $14.5K | 0.01% | −612−4.5% | Reduced |
| 360 Financial, Inc. | 13,170 | $14.6K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 13,756 | $15.3K | 0.00% | −12,764−48.1% | Reduced |
| Two Sigma Advisers, LP | 13,900 | $15.4K | 0.00% | +13,900 | New |
| Ameritas Investment Partners, Inc. | 14,154 | $15.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,715 | $16.3K | 0.00% | +14,715 | New |
| Gainplan LLC | 14,757 | $16.4K | 0.01% | +14,757 | New |
| Principal Financial Group Inc | 14,885 | $16.5K | 0.00% | −1,578−9.6% | Reduced |
| The PNC Financial Services Group, Inc. | 14,935 | $16.6K | 0.00% | −4,149−21.7% | Reduced |
| MTM Investment Management, LLC | 15,000 | $16.6K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,039 | $16.7K | 0.00% | −74,031−83.1% | Reduced |
| Prospera Financial Services Inc | 15,152 | $16.8K | 0.00% | −3,407−18.4% | Reduced |
| Advisor Group Holdings, Inc. | 16,861 | $18.7K | 0.00% | −7,588−31.0% | Reduced |
| Clarity Capital Partners LLC | 16,964 | $18.8K | 0.01% | −18,305−51.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,120 | $19.0K | 0.00% | −6,692−28.1% | Reduced |
| Fisher Asset Management, LLC | 17,248 | $19.1K | 0.00% | +17,248 | New |
| Standard Life Aberdeen plc | 17,327 | $19.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,083 | $21.2K | 0.00% | −6,513−25.4% | Reduced |
| Victory Capital Management Inc | 19,448 | $21.6K | 0.00% | +165+0.9% | Added |
| Savant Capital, LLC | 20,331 | $22.6K | 0.00% | +20,331 | New |
| Tower Research Capital LLC (TRC) | 21,922 | $24.3K | 0.00% | +9,320+74.0% | Added |
| JustInvest LLC | 26,660 | $26.7K | 0.00% | +26,660 | New |
| Cambridge Investment Research Advisors, Inc. | 24,187 | $27.0K | 0.00% | −2,655−9.9% | Reduced |
| Kestra Private Wealth Services, LLC | 25,500 | $28.3K | 0.00% | −400−1.5% | Reduced |
| Aries Wealth Management | 26,000 | $28.9K | 0.01% | +1,000+4.0% | Added |
| National Bank of Canada | 28,820 | $29.9K | 0.00% | +4,450+18.3% | Added |
| Neuberger Berman Group LLC | 27,439 | $30.5K | 0.00% | +16,514+151.2% | Added |
| Nisa Investment Advisors, LLC | 28,507 | $31.6K | 0.00% | +27,374+2,416.1% | Added |
| Vident Advisory, LLC | 28,564 | $31.7K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 29,140 | $32.3K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 31,749 | $35.2K | 0.00% | −120−0.4% | Reduced |
| SG Americas Securities, LLC | 33,666 | $37.0K | 0.00% | +14,307+73.9% | Added |
| Russell Investments Group, Ltd. | 34,029 | $37.8K | 0.00% | +33,605+7,925.7% | Added |