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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.

Q3 2024 vs. Q2 2024

How the institutions holding Stem, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of STEM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1834150−29
Shares79.6M10.9M56.8M−11.8M (−17.2%)
Value$88.6M$12.1M$19.8M−$56.6M (−74.1%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Stem, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to STEM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.11,286,773$3.93M0.00%
ExodusPoint Capital Management, LP2,611,397$909.0K0.01%
HRT Financial LP149,119$51.0K0.00%
Virtu Financial LLC71,433$25.0K0.00%
Money Concepts Capital Corp70,000$24.4K0.00%
XTX Topco Ltd56,952$19.8K0.00%
Engineers Gate Manager LP52,401$18.2K0.00%
Baader Bank INC64,982$16.2K0.00%
Fidelis Capital Partners, LLC31,124$15.7K0.00%
Millennium Management LLC32,757$11.4K0.00%
CI Private Wealth, LLC29,140$10.1K0.00%
DRW Securities, LLC25,700$8.95K0.00%
Citadel Advisors LLC25,580$8.91K0.00%
Wolverine Trading, LLC17,842$5.87K0.00%
Two Sigma Securities, LLC14,932$5.20K0.00%
Ameriprise Financial Inc11,860$4.13K0.00%
Scotia Capital Inc.10,090$3.51K0.00%
Optiver Holding B.V.1,746$6080.00%
Allspring Global Investments Holdings, LLC919$3200.00%
Bryn Mawr Trust Co700$2440.00%
Abound Wealth Management523$1830.00%
Sterling Capital Management LLC482$1680.00%
Jones Financial Companies LLLP200$660.00%
Aspire Private Capital, LLC10$30.00%
Elequin Capital LP7$20.00%
Capital Advisors, Ltd. LLC241$00.00%
Householder Group Estate & Retirement Specialist, LLC300$00.00%

Sold out (56)

Institutions that held Stem, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of STEM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Schroder Investment Management Group13,413,934$14.9M
Ardsley Advisory Partners LP1,750,000$1.94M
SIR Capital Management, L.P.1,578,575$1.75M
Swiss Life Asset Management Ltd719,762$798.8K
First Trust Advisors LP575,341$638.6K
Squarepoint Ops LLC491,251$545.3K
Bridgewater Associates, LP475,410$527.7K
D. E. Shaw & Co., Inc.409,529$454.6K
Toroso Investments, LLC391,594$434.7K
Mizuho Markets Americas LLC349,390$387.8K
Rockefeller Capital Management L.P.210,854$234.0K
DnB Asset Management AS209,273$232.3K
AnglePoint Asset Management Ltd183,546$203.7K
Healthcare of Ontario Pension Plan Trust Fund171,054$189.9K
Swedbank AB158,100$175.5K
Sculptor Capital LP127,400$141.4K
Steele Capital Management, Inc.125,000$138.8K
MetLife Investment Management94,190$104.6K
Manufacturers Life Insurance Company, The56,341$62.5K
SEI Investments Co43,643$48.4K
Dynamic Technology Lab Private Ltd42,727$47.0K
Sigma Planning Corp36,005$40.0K
Russell Investments Group, Ltd.34,029$37.8K
Vident Advisory, LLC28,564$31.7K
Savant Capital, LLC20,331$22.6K
Standard Life Aberdeen plc17,327$19.2K
Fisher Asset Management, LLC17,248$19.1K
Raymond James Financial Services Advisors, Inc.17,120$19.0K
Perigon Wealth Management, LLC15,039$16.7K
LPL Financial LLC13,756$15.3K
Ethic Inc.12,383$13.7K
Pickering Energy Partners LP11,868$13.2K
Mariner, LLC10,648$11.8K
Meridian Wealth Management, LLC10,375$11.5K
Ulland Investment Advisors, LLC10,000$11.0K
Resona Asset Management Co.,Ltd.9,359$10.6K
Towarzystwo Funduszy Inwestycyjnych Pzu SA7,000$7.77K
Redwood Wealth Management Group, LLC5,470$6.07K
Ronald Blue Trust, Inc.2,700$5.91K
Smartleaf Asset Management LLC2,033$2.34K
Mather Group, LLC.1,000$2.19K
Capital Analysts, LLC1,080$1.00K
Financial Network Wealth Advisors LLC727$807
Sandy Spring Bank700$777
Cypress Capital, LLC700$777
Optimum Investment Advisors500$555
Geneos Wealth Management Inc.500$555
Main Street Group, LTD300$312
GAMMA Investing LLC249$276
RFP Financial Group LLC218$242
Toronto Dominion Bank157$175
EverSource Wealth Advisors, LLC89$109
Rothschild Investment LLC65$72
Gradient Investments LLC52$58
Aviso Financial Inc.50$55
VisionPoint Advisory Group, LLC5$6

Not filed for Q3 2024 yet (4)

Institutions that held Stem, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.10,904,451$12.1M
Emfo, LLC29,140$32.3K
JJJ Advisors Inc.540$600
Benjamin F. Edwards & Company, Inc.200$0