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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 17,248 | $19.1K | 0.00% | +17,248 | New |
| Raymond James Financial Services Advisors, Inc. | 17,120 | $19.0K | 0.00% | −6,692−28.1% | Reduced |
| Clarity Capital Partners LLC | 16,964 | $18.8K | 0.01% | −18,305−51.9% | Reduced |
| Advisor Group Holdings, Inc. | 16,861 | $18.7K | 0.00% | −7,588−31.0% | Reduced |
| Prospera Financial Services Inc | 15,152 | $16.8K | 0.00% | −3,407−18.4% | Reduced |
| Perigon Wealth Management, LLC | 15,039 | $16.7K | 0.00% | −74,031−83.1% | Reduced |
| MTM Investment Management, LLC | 15,000 | $16.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,935 | $16.6K | 0.00% | −4,149−21.7% | Reduced |
| Principal Financial Group Inc | 14,885 | $16.5K | 0.00% | −1,578−9.6% | Reduced |
| Gainplan LLC | 14,757 | $16.4K | 0.01% | +14,757 | New |
| Cerity Partners LLC | 14,715 | $16.3K | 0.00% | +14,715 | New |
| Ameritas Investment Partners, Inc. | 14,154 | $15.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,900 | $15.4K | 0.00% | +13,900 | New |
| LPL Financial LLC | 13,756 | $15.3K | 0.00% | −12,764−48.1% | Reduced |
| 360 Financial, Inc. | 13,170 | $14.6K | 0.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 13,074 | $14.5K | 0.01% | −612−4.5% | Reduced |
| Ethic Inc. | 12,383 | $13.7K | 0.00% | +12,383 | New |
| Legal & General Group Plc | 12,311 | $13.7K | 0.00% | −102,331−89.3% | Reduced |
| Deuterium Capital Management, LLC | 12,000 | $13.3K | 0.02% | 00.0% | Unchanged |
| Pickering Energy Partners LP | 11,868 | $13.2K | 0.01% | +6,000+102.2% | Added |
| IHT Wealth Management, LLC | 11,190 | $12.4K | 0.00% | −450−3.9% | Reduced |
| Wealthspire Advisors, LLC | 11,082 | $12.3K | 0.00% | +500+4.7% | Added |
| California State Teachers Retirement System | 11,000 | $12.2K | 0.00% | −136,447−92.5% | Reduced |
| CIBC Private Wealth Group, LLC | 10,523 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,648 | $11.8K | 0.00% | −17−0.2% | Reduced |
| Optas, LLC | 10,593 | $11.8K | 0.00% | +10,593 | New |
| Meridian Wealth Management, LLC | 10,375 | $11.5K | 0.00% | +10,375 | New |
| 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 |
| Resona Asset Management Co.,Ltd. | 9,359 | $10.6K | 0.00% | −367−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,377 | $10.4K | 0.00% | +2,500+36.4% | Added |
| CKW Financial Group | 8,389 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 7,077 | $8.42K | 0.00% | +7,077 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,000 | $7.77K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,553 | $6.17K | 0.00% | +3,090+125.5% | Added |
| Redwood Wealth Management Group, LLC | 5,470 | $6.07K | 0.00% | +5,470 | New |
| Amalgamated Bank | 5,250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,700 | $5.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,207 | $5.00K | 0.00% | +2,947+233.9% | Added |
| Allworth Financial LP | 3,333 | $4.10K | 0.00% | −952−22.2% | Reduced |
| Clearstead Advisors, LLC | 2,915 | $3.24K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,734 | $3.04K | 0.00% | −33,131−92.4% | Reduced |
| Comerica Bank | 2,137 | $2.37K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,033 | $2.34K | 0.00% | +2,033 | New |
| Mather Group, LLC. | 1,000 | $2.19K | 0.00% | +1,000 | New |
| WR Wealth Planners, LLC | 1,800 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,522 | $1.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,100 | $1.22K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,080 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 750 | $915 | 0.00% | +750 | New |
| Financial Network Wealth Advisors LLC | 727 | $807 | 0.00% | +727 | New |
| Northwestern Mutual Wealth Management Co | 703 | $780 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 700 | $777 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 700 | $777 | 0.00% | +700 | New |
| Painted Porch Advisors LLC | 645 | $716 | 0.00% | +645 | New |
| JJJ Advisors Inc. | 540 | $600 | 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 |
| Naples Money Management LLC | 433 | $450 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 356 | $395 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 325 | $338 | 0.00% | +325 | New |
| PSI Advisors, LLC | 300 | $333 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $312 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $294 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 249 | $276 | 0.00% | −805−76.4% | Reduced |
| Rise Advisors, LLC | 236 | $262 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 218 | $242 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $222 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 157 | $175 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $150 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 116 | $139 | 0.00% | +4+3.6% | Added |
| Sound Income Strategies, LLC | 100 | $111 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 89 | $109 | 0.00% | +89 | New |
| Rothschild Investment LLC | 65 | $72 | 0.00% | +65 | New |
| Missouri Trust & Investment Co | 55 | $61 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 52 | $58 | 0.00% | +52 | New |
| Aviso Financial Inc. | 50 | $55 | 0.00% | +50 | New |
| FinTrust Capital Advisors, LLC | 17 | $19 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5 | $6 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $0 | 0.00% | +29+145.0% | 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 |