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 6 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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 36,005 | $40.0K | 0.00% | +15,050+71.8% | Added |
| International Assets Investment Management, LLC | 40,550 | $45.0K | 0.00% | +3,400+9.2% | Added |
| State Board of Administration of Florida Retirement System | 40,660 | $45.1K | 0.00% | +16,540+68.6% | Added |
| Dynamic Technology Lab Private Ltd | 42,727 | $47.0K | 0.01% | +42,727 | New |
| SEI Investments Co | 43,643 | $48.4K | 0.00% | +5,403+14.1% | Added |
| Creative Planning | 44,581 | $49.5K | 0.00% | −6,648−13.0% | Reduced |
| Integrated Wealth Concepts LLC | 46,445 | $51.6K | 0.00% | −5,500−10.6% | Reduced |
| Brevan Howard Capital Management LP | 46,973 | $52.1K | 0.00% | +46,973 | New |
| Advisory Services Network, LLC | 53,640 | $59.5K | 0.00% | −5,700−9.6% | Reduced |
| Manufacturers Life Insurance Company, The | 56,341 | $62.5K | 0.00% | −92−0.2% | Reduced |
| New York State Common Retirement Fund | 59,423 | $66.0K | 0.00% | +56+0.1% | Added |
| JPMorgan Chase & Co | 64,795 | $71.9K | 0.00% | −255,072−79.7% | Reduced |
| Commonwealth Equity Services, LLC | 68,556 | $76.0K | 0.00% | −8,551−11.1% | Reduced |
| Barclays PLC | 75,171 | $83.4K | 0.00% | −184,183−71.0% | Reduced |
| Balyasny Asset Management LLC | 78,053 | $86.6K | 0.00% | +78,053 | New |
| Corebridge Financial, Inc. | 81,674 | $90.7K | 0.00% | +81,674 | New |
| Tudor Investment Corp Et Al | 91,608 | $101.7K | 0.00% | −171,774−65.2% | Reduced |
| MetLife Investment Management | 94,190 | $104.6K | 0.00% | +31,449+50.1% | Added |
| Cetera Investment Advisers | 94,974 | $105.4K | 0.00% | +4,374+4.8% | Added |
| Steele Capital Management, Inc. | 125,000 | $138.8K | 0.01% | 00.0% | Unchanged |
| Electron Capital Partners, LLC | 125,180 | $138.9K | 0.01% | +1,926+1.6% | Added |
| Sculptor Capital LP | 127,400 | $141.4K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 136,495 | $151.5K | 0.00% | +101,188+286.6% | Added |
| Voya Investment Management LLC | 152,486 | $169.3K | 0.00% | +43,621+40.1% | Added |
| Swedbank AB | 158,100 | $175.5K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 158,274 | $175.7K | 0.00% | +24,075+17.9% | Added |
| Price T Rowe Associates Inc | 166,149 | $185.0K | 0.00% | +8,047+5.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 171,054 | $189.9K | 0.00% | +3,756+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 172,238 | $191.2K | 0.00% | +172,238 | New |
| AnglePoint Asset Management Ltd | 183,546 | $203.7K | 0.21% | −65,156−26.2% | Reduced |
| DnB Asset Management AS | 209,273 | $232.3K | 0.00% | +78,360+59.9% | Added |
| Rockefeller Capital Management L.P. | 210,854 | $234.0K | 0.00% | −8,262−3.8% | Reduced |
| AlTi Global, Inc. | 217,940 | $241.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 237,253 | $263.4K | 0.01% | +55,073+30.2% | Added |
| Rhumbline Advisers | 262,408 | $291.3K | 0.00% | +21,249+8.8% | Added |
| Bank of America Corp | 265,038 | $294.2K | 0.00% | +150,646+131.7% | Added |
| Goldman Sachs Group Inc | 266,424 | $295.7K | 0.00% | −1,511,473−85.0% | Reduced |
| SCP Investment, LP | 270,888 | $300.7K | 0.19% | +148,000+120.4% | Added |
| HighTower Advisors, LLC | 341,139 | $376.0K | 0.00% | +300,200+733.3% | Added |
| Mizuho Markets Americas LLC | 349,390 | $387.8K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 352,493 | $391.3K | 0.00% | −54,723−13.4% | Reduced |
| Jane Street Group, LLC | 360,738 | $400.4K | 0.00% | −113,527−23.9% | Reduced |
| Toroso Investments, LLC | 391,594 | $434.7K | 0.01% | +269,853+221.7% | Added |
| D. E. Shaw & Co., Inc. | 409,529 | $454.6K | 0.00% | +295,199+258.2% | Added |
| Deutsche Bank AG | 414,532 | $460.1K | 0.00% | −65,560−13.7% | Reduced |
| UBS Group AG | 432,321 | $479.9K | 0.00% | −382,853−47.0% | Reduced |
| Nuveen Asset Management, LLC | 473,995 | $526.1K | 0.00% | −334,370−41.4% | Reduced |
| Bridgewater Associates, LP | 475,410 | $527.7K | 0.00% | −872,641−64.7% | Reduced |
| Susquehanna International Group, LLP | 479,299 | $532.0K | 0.00% | −90,472−15.9% | Reduced |
| Squarepoint Ops LLC | 491,251 | $545.3K | 0.00% | +480,163+4,330.5% | Added |
| Royal Bank of Canada | 516,407 | $573.0K | 0.00% | +2,860+0.6% | Added |
| Bank of New York Mellon Corp | 551,348 | $612.0K | 0.00% | −723,145−56.7% | Reduced |
| First Trust Advisors LP | 575,341 | $638.6K | 0.00% | −54,804−8.7% | Reduced |
| Sanctuary Advisors, LLC | 364,781 | $667.5K | 0.00% | +364,781 | New |
| Alliancebernstein L.P. | 614,928 | $682.6K | 0.00% | +353,735+135.4% | Added |
| Cohen & Steers, Inc. | 637,750 | $708.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 638,427 | $708.7K | 0.00% | +284,733+80.5% | Added |
| Levin Capital Strategies, L.P. | 660,000 | $732.6K | 0.08% | +270,000+69.2% | Added |
| KBC Group NV | 678,017 | $753.0K | 0.00% | +375,974+124.5% | Added |
| Prescott Group Capital Management, L.L.C. | 690,000 | $766.0K | 0.12% | +690,000 | New |
| Morgan Stanley | 709,183 | $787.2K | 0.00% | −686,793−49.2% | Reduced |
| Swiss Life Asset Management Ltd | 719,762 | $798.8K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 777,648 | $863.2K | 0.00% | +764,401+5,770.4% | Added |
| Wells Fargo & Company | 835,671 | $927.6K | 0.00% | +23,157+2.9% | Added |
| Davy Global Fund Management Ltd | 856,092 | $950.3K | 0.11% | +551,492+181.1% | Added |
| Citigroup Inc | 864,215 | $959.3K | 0.00% | +104,354+13.7% | Added |
| Nomura Holdings Inc | 944,622 | $1.05M | 0.01% | −380,907−28.7% | Reduced |
| HSBC Holdings PLC | 1,039,420 | $1.13M | 0.00% | +71,956+7.4% | Added |
| Gsa Capital Partners LLP | 1,061,924 | $1.18M | 0.08% | +827,855+353.7% | Added |
| Lido Advisors, LLC | 1,075,772 | $1.19M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 1,188,348 | $1.32M | 0.00% | −81,398−6.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,231,140 | $1.37M | 0.00% | +55,248+4.7% | Added |
| UBS Asset Management Americas Inc | 1,358,255 | $1.51M | 0.00% | +1,167,668+612.7% | Added |
| Baird Financial Group, Inc. | 1,433,970 | $1.59M | 0.00% | +763,462+113.9% | Added |
| SIR Capital Management, L.P. | 1,578,575 | $1.75M | 0.17% | +1,208,875+327.0% | Added |
| Rock Point Advisors, LLC | 1,618,589 | $1.80M | 0.54% | +109,810+7.3% | Added |
| Ardsley Advisory Partners LP | 1,750,000 | $1.94M | 0.35% | −510,000−22.6% | Reduced |
| Invesco Ltd. | 2,715,261 | $3.01M | 0.00% | −439,993−13.9% | Reduced |
| Geode Capital Management, LLC | 3,438,071 | $3.82M | 0.00% | +266,539+8.4% | Added |
| State Street Corp | 4,967,772 | $5.51M | 0.00% | +917,676+22.7% | Added |
| Vanguard Group Inc | 8,521,475 | $9.46M | 0.00% | +353,531+4.3% | Added |
| BlackRock Inc. | 10,904,451 | $12.1M | 0.00% | −401,086−3.5% | Reduced |
| Schroder Investment Management Group | 13,413,934 | $14.9M | 0.02% | +998,081+8.0% | Added |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −7,188,612−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −3,592,552−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −3,065,363−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,339,605−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,858,226−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −222,575−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −387,712−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −475,817−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −344,687−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −340,887−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −291,700−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −261,260−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −236,752−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −95,820−100.0% | Sold out |