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
- $19.8M
- −$56.6M (−74.1%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 46 | $0 | 0.00% | −3−6.1% | Reduced |
| Capital Advisors, Ltd. LLC | 241 | $0 | 0.00% | +241 | New |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $0 | 0.00% | +300 | New |
| Elequin Capital LP | 7 | $2 | 0.00% | +7 | New |
| Aspire Private Capital, LLC | 10 | $3 | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 17 | $6 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 55 | $19 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $35 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 125 | $44 | 0.00% | +9+7.8% | Added |
| Albion Financial Group | 135 | $48 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $52 | 0.00% | −175−53.8% | Reduced |
| Jones Financial Companies LLLP | 200 | $66 | 0.00% | +200 | New |
| Bank of Montreal | 204 | $67 | 0.00% | −6,873−97.1% | Reduced |
| Naples Money Management LLC | 233 | $81 | 0.00% | −200−46.2% | Reduced |
| Rise Advisors, LLC | 236 | $82 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 235 | $82 | 0.00% | +35+17.5% | Added |
| Glen Eagle Advisors, LLC | 265 | $92 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $104 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 356 | $124 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 482 | $168 | 0.00% | +482 | New |
| Nisa Investment Advisors, LLC | 485 | $169 | 0.00% | −28,022−98.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $174 | 0.00% | −203−28.9% | Reduced |
| CoreCap Advisors, LLC | 500 | $174 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $175 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 523 | $183 | 0.00% | +523 | New |
| Painted Porch Advisors LLC | 645 | $225 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 700 | $244 | 0.00% | +700 | New |
| Strategic Investment Solutions, Inc. | 750 | $261 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 919 | $320 | 0.00% | +919 | New |
| IFP Advisors, Inc | 1,100 | $383 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,522 | $530 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,746 | $608 | 0.00% | +1,746 | New |
| WR Wealth Planners, LLC | 1,800 | $627 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,137 | $744 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 3,872 | $1.00K | 0.00% | −4,517−53.8% | Reduced |
| CWM, LLC | 3,765 | $1.00K | 0.00% | −442−10.5% | Reduced |
| Clearstead Advisors, LLC | 2,915 | $1.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,333 | $1.16K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,378 | $1.52K | 0.00% | −1,175−21.2% | Reduced |
| Amalgamated Bank | 5,250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 10,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,905 | $3.45K | 0.00% | +528+5.6% | Added |
| Scotia Capital Inc. | 10,090 | $3.51K | 0.00% | +10,090 | New |
| Clarity Capital Partners LLC | 10,125 | $3.53K | 0.00% | −6,839−40.3% | Reduced |
| CIBC Private Wealth Group, LLC | 10,522 | $3.66K | 0.00% | −10.0% | Reduced |
| Principal Financial Group Inc | 10,590 | $3.69K | 0.00% | −4,295−28.9% | Reduced |
| California State Teachers Retirement System | 11,000 | $3.83K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,190 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,860 | $4.13K | 0.00% | +11,860 | New |
| Deuterium Capital Management, LLC | 12,000 | $4.18K | 0.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 12,574 | $4.38K | 0.00% | −500−3.8% | Reduced |
| Prospera Financial Services Inc | 12,860 | $4.46K | 0.00% | −2,292−15.1% | Reduced |
| Wealthspire Advisors, LLC | 13,082 | $4.56K | 0.00% | +2,000+18.0% | Added |
| 360 Financial, Inc. | 13,170 | $4.59K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,154 | $4.93K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 14,252 | $4.96K | 0.00% | −32,721−69.7% | Reduced |
| FMR LLC | 14,815 | $5.16K | 0.00% | +12,081+441.9% | Added |
| Two Sigma Securities, LLC | 14,932 | $5.20K | 0.00% | +14,932 | New |
| Legal & General Group Plc | 15,272 | $5.32K | 0.00% | +2,961+24.1% | Added |
| Wolverine Trading, LLC | 17,842 | $5.87K | 0.00% | +17,842 | New |
| MTM Investment Management, LLC | 15,000 | $6.21K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 18,127 | $6.31K | 0.00% | −59,926−76.8% | Reduced |
| Cerity Partners LLC | 18,654 | $6.50K | 0.00% | +3,939+26.8% | Added |
| Kestra Private Wealth Services, LLC | 19,000 | $6.62K | 0.00% | −6,500−25.5% | Reduced |
| Victory Capital Management Inc | 19,204 | $6.69K | 0.00% | −244−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 20,094 | $7.03K | 0.00% | +3,233+19.2% | Added |
| The PNC Financial Services Group, Inc. | 24,935 | $8.68K | 0.00% | +10,000+67.0% | Added |
| Aries Wealth Management | 25,000 | $8.71K | 0.00% | −1,000−3.8% | Reduced |
| Citadel Advisors LLC | 25,580 | $8.91K | 0.00% | +25,580 | New |
| DRW Securities, LLC | 25,700 | $8.95K | 0.00% | +25,700 | New |
| Tower Research Capital LLC (TRC) | 27,970 | $9.73K | 0.00% | +6,048+27.6% | Added |
| ProShare Advisors LLC | 28,686 | $9.99K | 0.00% | +9,603+50.3% | Added |
| 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 |
| CI Private Wealth, LLC | 29,140 | $10.1K | 0.00% | +29,140 | New |
| HB Wealth Management, LLC | 29,299 | $10.2K | 0.00% | −2,450−7.7% | Reduced |
| Neuberger Berman Group LLC | 29,504 | $10.3K | 0.00% | +2,065+7.5% | Added |
| National Bank of Canada | 32,520 | $11.3K | 0.00% | +3,700+12.8% | Added |
| Millennium Management LLC | 32,757 | $11.4K | 0.00% | +32,757 | New |
| Nuveen Asset Management, LLC | 33,249 | $11.6K | 0.00% | −440,746−93.0% | Reduced |
| Optas, LLC | 37,595 | $13.1K | 0.00% | +27,002+254.9% | Added |
| Integrated Wealth Concepts LLC | 40,645 | $14.2K | 0.00% | −5,800−12.5% | Reduced |
| State Board of Administration of Florida Retirement System | 40,660 | $14.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 41,864 | $14.6K | 0.00% | +15,204+57.0% | Added |
| Fidelis Capital Partners, LLC | 31,124 | $15.7K | 0.00% | +31,124 | New |
| Baader Bank INC | 64,982 | $16.2K | 0.00% | +64,982 | New |
| Gainplan LLC | 14,757 | $16.4K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 52,161 | $18.0K | 0.00% | +18,495+54.9% | Added |
| Engineers Gate Manager LP | 52,401 | $18.2K | 0.00% | +52,401 | New |
| XTX Topco Ltd | 56,952 | $19.8K | 0.00% | +56,952 | New |
| New York State Common Retirement Fund | 59,423 | $20.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 61,245 | $21.3K | 0.00% | −91,241−59.8% | Reduced |
| JPMorgan Chase & Co | 66,692 | $23.2K | 0.00% | +1,897+2.9% | Added |
| Money Concepts Capital Corp | 70,000 | $24.4K | 0.00% | +70,000 | New |
| Virtu Financial LLC | 71,433 | $25.0K | 0.00% | +71,433 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 79,667 | $27.7K | 0.00% | −92,571−53.7% | Reduced |
| Corebridge Financial, Inc. | 81,174 | $28.3K | 0.00% | −500−0.6% | Reduced |
| Tudor Investment Corp Et Al | 91,608 | $31.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 92,734 | $32.3K | 0.00% | −2,240−2.4% | Reduced |
| AQR Capital Management LLC | 104,892 | $36.5K | 0.00% | −672,756−86.5% | Reduced |