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, Q4 2024
Institutional positions in Stem, Inc. as of Dec 31, 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
- 142
- −5 vs. Q3 2024
- Shares held
- 51.3M
- −5.42M (−9.6%) vs. Q3 2024
- Total value
- $30.9M
- −$27.9M (−47.4%) vs. Q3 2024
- New holders
- 26
- 38 more added
- Sold out
- 31
- 37 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,437,000 | $6.90M | 0.00% | +150,227+1.3% | Added |
| Vanguard Group Inc | 8,399,323 | $5.06M | 0.00% | −256,630−3.0% | Reduced |
| UBS Group AG | 4,598,726 | $2.77M | 0.00% | +4,195,728+1,041.1% | Added |
| Geode Capital Management, LLC | 3,404,656 | $2.05M | 0.00% | −199,417−5.5% | Reduced |
| State Street Corp | 3,097,634 | $1.87M | 0.00% | −1,782,633−36.5% | Reduced |
| Northern Trust Corp | 1,295,149 | $781.0K | 0.00% | +76,320+6.3% | Added |
| Susquehanna International Group, LLP | 1,088,603 | $656.4K | 0.00% | +964,596+777.9% | Added |
| Lido Advisors, LLC | 1,075,772 | $648.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,005,976 | $606.6K | 0.00% | +68,624+7.3% | Added |
| Citigroup Inc | 859,529 | $518.3K | 0.00% | +3,998+0.5% | Added |
| HSBC Holdings PLC | 826,709 | $496.0K | 0.00% | −1,386−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 796,455 | $480.3K | 0.00% | +796,455 | New |
| Rock Point Advisors, LLC | 791,280 | $477.1K | 0.14% | −162,965−17.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 778,573 | $469.5K | 0.06% | −413,942−34.7% | Reduced |
| Group One Trading, L.P. | 777,344 | $468.7K | 0.02% | +542,261+230.7% | Added |
| Wells Fargo & Company | 678,685 | $409.2K | 0.00% | +54,194+8.7% | Added |
| Cohen & Steers, Inc. | 637,750 | $385.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 622,731 | $373.6K | 0.00% | +315,823+102.9% | Added |
| Goldman Sachs Group Inc | 611,896 | $369.0K | 0.00% | +110,207+22.0% | Added |
| Royal Bank of Canada | 520,275 | $314.0K | 0.00% | +2,589+0.5% | Added |
| Alliancebernstein L.P. | 474,103 | $285.9K | 0.00% | −242,067−33.8% | Reduced |
| Bank of New York Mellon Corp | 438,188 | $264.2K | 0.00% | −247−0.1% | Reduced |
| Baird Financial Group, Inc. | 429,231 | $258.8K | 0.00% | −1,639,412−79.3% | Reduced |
| Collar Capital Management, LLC | 369,824 | $223.0K | 0.19% | +369,824 | New |
| Charles Schwab Investment Management Inc | 364,053 | $219.5K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 335,900 | $202.5K | 0.00% | +335,900 | New |
| HighTower Advisors, LLC | 334,761 | $201.9K | 0.00% | −5,600−1.6% | Reduced |
| Price T Rowe Associates Inc | 298,041 | $179.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 286,690 | $172.9K | 0.01% | +229,738+403.4% | Added |
| Invesco Ltd. | 275,806 | $166.3K | 0.00% | +4,582+1.7% | Added |
| AQR Capital Management LLC | 244,778 | $147.6K | 0.00% | +139,886+133.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 189,097 | $141.5K | 0.00% | −77,445−29.1% | Reduced |
| Rhumbline Advisers | 232,950 | $140.5K | 0.00% | +3,478+1.5% | Added |
| Barclays PLC | 232,748 | $140.3K | 0.00% | −2,588−1.1% | Reduced |
| Sanctuary Advisors, LLC | 228,024 | $130.8K | 0.00% | −430.0% | Reduced |
| Two Sigma Investments, LP | 206,713 | $124.6K | 0.00% | −456,350−68.8% | Reduced |
| Nomura Holdings Inc | 184,381 | $111.2K | 0.00% | +340.0% | Added |
| Bank of America Corp | 183,840 | $110.9K | 0.00% | +37,115+25.3% | Added |
| Jane Street Group, LLC | 179,269 | $108.1K | 0.00% | −427,560−70.5% | Reduced |
| JustInvest LLC | 137,480 | $82.9K | 0.00% | +95,616+228.4% | Added |
| Electron Capital Partners, LLC | 131,077 | $79.0K | 0.00% | +4,453+3.5% | Added |
| SCP Investment, LP | 128,688 | $77.6K | 0.06% | −242,200−65.3% | Reduced |
| Balyasny Asset Management LLC | 121,381 | $73.2K | 0.00% | +103,254+569.6% | Added |
| Levin Capital Strategies, L.P. | 100,000 | $60.3K | 0.01% | −315,000−75.9% | Reduced |
| Cetera Investment Advisers | 93,150 | $56.2K | 0.00% | +416+0.4% | Added |
| Tudor Investment Corp Et Al | 91,608 | $55.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 87,163 | $52.6K | 0.00% | +7,496+9.4% | Added |
| Corebridge Financial, Inc. | 75,476 | $45.5K | 0.00% | −5,698−7.0% | Reduced |
| JPMorgan Chase & Co | 71,864 | $43.3K | 0.00% | +5,172+7.8% | Added |
| Money Concepts Capital Corp | 70,000 | $42.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 62,278 | $38.0K | 0.00% | +10,117+19.4% | Added |
| Wolverine Trading, LLC | 49,376 | $37.0K | 0.00% | +31,534+176.7% | Added |
| New York State Common Retirement Fund | 59,423 | $35.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 59,280 | $35.7K | 0.00% | +59,280 | New |
| Engineers Gate Manager LP | 52,401 | $31.6K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 50,000 | $30.1K | 0.01% | +25,000+100.0% | Added |
| International Assets Investment Management, LLC | 38,050 | $29.5K | 0.00% | +24,453+179.8% | Added |
| AlTi Global, Inc. | 48,621 | $29.3K | 0.00% | −169,319−77.7% | Reduced |
| ProShare Advisors LLC | 42,756 | $25.8K | 0.00% | +14,070+49.0% | Added |
| Integrated Wealth Concepts LLC | 42,461 | $25.6K | 0.00% | +1,816+4.5% | Added |
| State Board of Administration of Florida Retirement System | 40,660 | $24.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 34,210 | $20.6K | 0.00% | +1,690+5.2% | Added |
| Nuveen Asset Management, LLC | 33,249 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 32,300 | $19.5K | 0.00% | +32,300 | New |
| Millennium Management LLC | 32,117 | $19.4K | 0.00% | −640−2.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 32,110 | $19.4K | 0.00% | +32,110 | New |
| Neuberger Berman Group LLC | 29,504 | $17.8K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 29,299 | $17.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 27,279 | $16.4K | 0.00% | −691−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 24,935 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 22,877 | $14.0K | 0.00% | −5,075−18.2% | Reduced |
| Kestra Private Wealth Services, LLC | 22,500 | $13.6K | 0.00% | +3,500+18.4% | Added |
| LPL Financial LLC | 21,850 | $13.2K | 0.00% | +21,850 | New |
| Commonwealth Equity Services, LLC | 21,948 | $13.0K | 0.00% | −7,290−24.9% | Reduced |
| CWM, LLC | 21,527 | $13.0K | 0.00% | +17,762+471.8% | Added |
| Ethic Inc. | 21,301 | $12.8K | 0.00% | +21,301 | New |
| CI Private Wealth, LLC | 20,000 | $12.1K | 0.00% | −9,140−31.4% | Reduced |
| Corigliano Investment Advisers, LLC | 20,000 | $12.1K | 0.01% | +20,000 | New |
| Voya Investment Management LLC | 17,143 | $10.3K | 0.00% | −44,102−72.0% | Reduced |
| FMR LLC | 16,125 | $9.72K | 0.00% | +1,310+8.8% | Added |
| Legal & General Group Plc | 15,272 | $9.21K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 15,036 | $9.07K | 0.00% | +15,036 | New |
| MTM Investment Management, LLC | 15,000 | $9.04K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,680 | $8.81K | 0.00% | −5,414−26.9% | Reduced |
| CIBC World Markets Corp | 14,207 | $8.57K | 0.00% | +14,207 | New |
| Mariner, LLC | 14,200 | $8.56K | 0.00% | +14,200 | New |
| Ameritas Investment Partners, Inc. | 14,154 | $8.54K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13,700 | $8.00K | 0.00% | +13,700 | New |
| Captrust Financial Advisors | 13,212 | $7.97K | 0.00% | +13,212 | New |
| CIBC Private Wealth Group, LLC | 9,522 | $7.94K | 0.00% | −1,000−9.5% | Reduced |
| North Forty Two & Co. | 13,153 | $7.93K | 0.01% | +13,153 | New |
| Wealthspire Advisors, LLC | 13,082 | $7.89K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 12,574 | $7.58K | 0.00% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 12,000 | $7.24K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 11,865 | $7.16K | 0.00% | +11,865 | New |
| Optas, LLC | 11,471 | $6.92K | 0.00% | −26,124−69.5% | Reduced |
| Maridea Wealth Management LLC | 11,185 | $6.75K | 0.00% | +11,185 | New |
| IHT Wealth Management, LLC | 11,015 | $6.65K | 0.00% | −175−1.6% | Reduced |
| California State Teachers Retirement System | 11,000 | $6.63K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,645 | $6.42K | 0.00% | +10,645 | New |