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, Q3 2024
Institutional positions in Stem, Inc. as of Sep 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
- 150
- −29 vs. Q2 2024
- Shares held
- 56.8M
- −11.8M (−17.2%) vs. Q2 2024
- Total value
- $58.9M
- −$17.6M (−23.0%) vs. Q2 2024
- New holders
- 27
- 37 more added
- Sold out
- 56
- 51 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 13,597 | $39.0M | 0.11% | −26,953−66.5% | Reduced |
| BlackRock, Inc. | 11,286,773 | $3.93M | 0.00% | +11,286,773 | New |
| Vanguard Group Inc | 8,655,953 | $3.01M | 0.00% | +134,478+1.6% | Added |
| State Street Corp | 4,880,267 | $1.70M | 0.00% | −87,505−1.8% | Reduced |
| Geode Capital Management, LLC | 3,604,073 | $1.26M | 0.00% | +166,002+4.8% | Added |
| ExodusPoint Capital Management, LP | 2,611,397 | $909.0K | 0.01% | +2,611,397 | New |
| UBS Asset Management Americas Inc | 2,406,080 | $837.3K | 0.00% | +1,047,825+77.1% | Added |
| Baird Financial Group, Inc. | 2,068,643 | $720.3K | 0.00% | +634,673+44.3% | Added |
| Northern Trust Corp | 1,218,829 | $424.4K | 0.00% | +30,481+2.6% | Added |
| Prescott Group Capital Management, L.L.C. | 1,192,515 | $415.2K | 0.06% | +502,515+72.8% | Added |
| Lido Advisors, LLC | 1,075,772 | $374.6K | 0.00% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 954,245 | $332.3K | 0.09% | −664,344−41.0% | Reduced |
| Morgan Stanley | 937,352 | $326.4K | 0.00% | +228,169+32.2% | Added |
| Davy Global Fund Management Ltd | 856,092 | $298.1K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 855,531 | $297.9K | 0.00% | −8,684−1.0% | Reduced |
| HSBC Holdings PLC | 828,095 | $274.8K | 0.00% | −211,325−20.3% | Reduced |
| Alliancebernstein L.P. | 716,170 | $249.4K | 0.00% | +101,242+16.5% | Added |
| KBC Group NV | 675,020 | $236.0K | 0.00% | −2,997−0.4% | Reduced |
| Two Sigma Investments, LP | 663,063 | $230.9K | 0.00% | +24,636+3.9% | Added |
| Cohen & Steers, Inc. | 637,750 | $222.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 624,491 | $217.4K | 0.00% | −211,180−25.3% | Reduced |
| Jane Street Group, LLC | 606,829 | $211.3K | 0.00% | +246,091+68.2% | Added |
| Royal Bank of Canada | 517,686 | $180.0K | 0.00% | +1,279+0.2% | Added |
| Goldman Sachs Group Inc | 501,689 | $174.7K | 0.00% | +235,265+88.3% | Added |
| Bank of New York Mellon Corp | 438,435 | $152.7K | 0.00% | −112,913−20.5% | Reduced |
| Levin Capital Strategies, L.P. | 415,000 | $144.5K | 0.01% | −245,000−37.1% | Reduced |
| UBS Group AG | 402,998 | $140.2K | 0.00% | −29,323−6.8% | Reduced |
| SCP Investment, LP | 370,888 | $129.1K | 0.09% | +100,000+36.9% | Added |
| Two Sigma Advisers, LP | 366,600 | $127.7K | 0.00% | +352,700+2,537.4% | Added |
| Charles Schwab Investment Management Inc | 364,053 | $126.8K | 0.00% | −867,087−70.4% | Reduced |
| HighTower Advisors, LLC | 340,361 | $117.0K | 0.00% | −778−0.2% | Reduced |
| Deutsche Bank AG | 306,908 | $107.4K | 0.00% | −107,624−26.0% | Reduced |
| Price T Rowe Associates Inc | 298,041 | $104.0K | 0.00% | +131,892+79.4% | Added |
| Invesco Ltd. | 271,224 | $94.4K | 0.00% | −2,444,037−90.0% | Reduced |
| Gsa Capital Partners LLP | 270,292 | $94.0K | 0.01% | −791,632−74.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 266,542 | $92.8K | 0.00% | −85,951−24.4% | Reduced |
| Sanctuary Advisors, LLC | 228,067 | $89.4K | 0.00% | −136,714−37.5% | Reduced |
| Barclays PLC | 235,336 | $81.9K | 0.00% | +160,165+213.1% | Added |
| Group One Trading, L.P. | 235,083 | $81.9K | 0.00% | −2,170−0.9% | Reduced |
| Rhumbline Advisers | 229,472 | $79.8K | 0.00% | −32,936−12.6% | Reduced |
| AlTi Global, Inc. | 217,940 | $75.9K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 184,347 | $64.2K | 0.00% | −760,275−80.5% | Reduced |
| Advisory Services Network, LLC | 53,640 | $59.5K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 163,809 | $57.0K | 0.00% | +5,535+3.5% | Added |
| Bank of America Corp | 146,725 | $51.1K | 0.00% | −118,313−44.6% | Reduced |
| HRT Financial LP | 149,119 | $51.0K | 0.00% | +149,119 | New |
| Electron Capital Partners, LLC | 126,624 | $44.1K | 0.00% | +1,444+1.2% | Added |
| Susquehanna International Group, LLP | 124,007 | $43.2K | 0.00% | −355,292−74.1% | Reduced |
| Creative Planning | 123,521 | $43.0K | 0.00% | +78,940+177.1% | Added |
| Oppenheimer & Co Inc | 106,156 | $37.0K | 0.00% | −30,339−22.2% | Reduced |
| AQR Capital Management LLC | 104,892 | $36.5K | 0.00% | −672,756−86.5% | Reduced |
| Cetera Investment Advisers | 92,734 | $32.3K | 0.00% | −2,240−2.4% | Reduced |
| Tudor Investment Corp Et Al | 91,608 | $31.9K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 81,174 | $28.3K | 0.00% | −500−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 79,667 | $27.7K | 0.00% | −92,571−53.7% | Reduced |
| Virtu Financial LLC | 71,433 | $25.0K | 0.00% | +71,433 | New |
| Money Concepts Capital Corp | 70,000 | $24.4K | 0.00% | +70,000 | New |
| JPMorgan Chase & Co | 66,692 | $23.2K | 0.00% | +1,897+2.9% | Added |
| Voya Investment Management LLC | 61,245 | $21.3K | 0.00% | −91,241−59.8% | Reduced |
| New York State Common Retirement Fund | 59,423 | $20.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 56,952 | $19.8K | 0.00% | +56,952 | New |
| Engineers Gate Manager LP | 52,401 | $18.2K | 0.00% | +52,401 | New |
| SG Americas Securities, LLC | 52,161 | $18.0K | 0.00% | +18,495+54.9% | Added |
| Gainplan LLC | 14,757 | $16.4K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 64,982 | $16.2K | 0.00% | +64,982 | New |
| Fidelis Capital Partners, LLC | 31,124 | $15.7K | 0.00% | +31,124 | New |
| JustInvest LLC | 41,864 | $14.6K | 0.00% | +15,204+57.0% | Added |
| State Board of Administration of Florida Retirement System | 40,660 | $14.2K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 40,645 | $14.2K | 0.00% | −5,800−12.5% | Reduced |
| Optas, LLC | 37,595 | $13.1K | 0.00% | +27,002+254.9% | Added |
| Nuveen Asset Management, LLC | 33,249 | $11.6K | 0.00% | −440,746−93.0% | Reduced |
| Millennium Management LLC | 32,757 | $11.4K | 0.00% | +32,757 | New |
| National Bank of Canada | 32,520 | $11.3K | 0.00% | +3,700+12.8% | Added |
| Neuberger Berman Group LLC | 29,504 | $10.3K | 0.00% | +2,065+7.5% | Added |
| HB Wealth Management, LLC | 29,299 | $10.2K | 0.00% | −2,450−7.7% | Reduced |
| CI Private Wealth, LLC | 29,140 | $10.1K | 0.00% | +29,140 | New |
| Commonwealth Equity Services, LLC | 29,238 | $10.0K | 0.00% | −39,318−57.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,952 | $10.0K | 0.00% | +3,765+15.6% | Added |
| ProShare Advisors LLC | 28,686 | $9.99K | 0.00% | +9,603+50.3% | Added |
| Tower Research Capital LLC (TRC) | 27,970 | $9.73K | 0.00% | +6,048+27.6% | Added |
| DRW Securities, LLC | 25,700 | $8.95K | 0.00% | +25,700 | New |
| Citadel Advisors LLC | 25,580 | $8.91K | 0.00% | +25,580 | New |
| Aries Wealth Management | 25,000 | $8.71K | 0.00% | −1,000−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 24,935 | $8.68K | 0.00% | +10,000+67.0% | Added |
| Advisor Group Holdings, Inc. | 20,094 | $7.03K | 0.00% | +3,233+19.2% | Added |
| Victory Capital Management Inc | 19,204 | $6.69K | 0.00% | −244−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 19,000 | $6.62K | 0.00% | −6,500−25.5% | Reduced |
| Cerity Partners LLC | 18,654 | $6.50K | 0.00% | +3,939+26.8% | Added |
| Balyasny Asset Management LLC | 18,127 | $6.31K | 0.00% | −59,926−76.8% | Reduced |
| MTM Investment Management, LLC | 15,000 | $6.21K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 17,842 | $5.87K | 0.00% | +17,842 | New |
| Legal & General Group Plc | 15,272 | $5.32K | 0.00% | +2,961+24.1% | Added |
| Two Sigma Securities, LLC | 14,932 | $5.20K | 0.00% | +14,932 | New |
| FMR LLC | 14,815 | $5.16K | 0.00% | +12,081+441.9% | Added |
| Brevan Howard Capital Management LP | 14,252 | $4.96K | 0.00% | −32,721−69.7% | Reduced |
| Ameritas Investment Partners, Inc. | 14,154 | $4.93K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 13,170 | $4.59K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,082 | $4.56K | 0.00% | +2,000+18.0% | Added |
| Prospera Financial Services Inc | 12,860 | $4.46K | 0.00% | −2,292−15.1% | Reduced |
| Lazari Capital Management, Inc. | 12,574 | $4.38K | 0.00% | −500−3.8% | Reduced |