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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 0 | $0 | 0.00% | −77,948−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −74,881−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −71,932−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −70,210−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −60,791−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −55,150−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −46,609−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −43,693−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −40,702−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −21,826−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −19,636−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,091−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −13,157−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,969−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −12,843−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −12,465−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,088−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −11,954−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −4,424−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |