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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 2 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding Stem, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of STEM: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1503142−5
Shares56.8M164.1K51.3M−5.42M (−9.6%)
Value$19.8M$57.1K$30.9M+$11.2M (+56.5%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Stem, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to STEM in Q4 2024
InstitutionSharesValue% of portfolio
BNP Paribas Arbitrage, SA796,455$480.3K0.00%
Collar Capital Management, LLC369,824$223.0K0.19%
Canada Pension Plan Investment Board335,900$202.5K0.00%
Raymond James Financial Inc59,280$35.7K0.00%
Huntleigh Advisors, Inc.32,300$19.5K0.00%
Police & Firemen's Retirement System of New Jersey32,110$19.4K0.00%
LPL Financial LLC21,850$13.2K0.00%
Ethic Inc.21,301$12.8K0.00%
Corigliano Investment Advisers, LLC20,000$12.1K0.01%
Belvedere Trading LLC15,036$9.07K0.00%
CIBC World Markets Corp14,207$8.57K0.00%
Mariner, LLC14,200$8.56K0.00%
CIBC World Markets Inc.13,700$8.00K0.00%
Captrust Financial Advisors13,212$7.97K0.00%
North Forty Two & Co.13,153$7.93K0.01%
Blair William & Co11,865$7.16K0.00%
Maridea Wealth Management LLC11,185$6.75K0.00%
HBK Sorce Advisory LLC10,645$6.42K0.00%
SBI Securities Co., Ltd.2,373$1.43K0.00%
EverSource Wealth Advisors, LLC891$5370.00%
Measured Risk Portfolios, Inc.770$4640.00%
MAI Capital Management750$4530.00%
Pilgrim Partners Asia Pte Ltd500$3020.00%
Dogwood Wealth Management LLC230$1390.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC36$210.00%
Wingate Wealth Advisors, Inc.1$00.00%

Sold out (31)

Institutions that held Stem, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of STEM in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
ExodusPoint Capital Management, LP2,611,397$909.0K
UBS Asset Management Americas Inc2,406,080$837.3K
Davy Global Fund Management Ltd856,092$298.1K
KBC Group NV675,020$236.0K
Two Sigma Advisers, LP366,600$127.7K
Gsa Capital Partners LLP270,292$94.0K
Advisory Services Network, LLC53,640$59.5K
HRT Financial LP149,119$51.0K
Creative Planning123,521$43.0K
Oppenheimer & Co Inc106,156$37.0K
Virtu Financial LLC71,433$25.0K
Gainplan LLC14,757$16.4K
Baader Bank INC64,982$16.2K
Fidelis Capital Partners, LLC31,124$15.7K
DRW Securities, LLC25,700$8.95K
Victory Capital Management Inc19,204$6.69K
Cerity Partners LLC18,654$6.50K
Two Sigma Securities, LLC14,932$5.20K
Brevan Howard Capital Management LP14,252$4.96K
360 Financial, Inc.13,170$4.59K
Prospera Financial Services Inc12,860$4.46K
Ameriprise Financial Inc11,860$4.13K
Scotia Capital Inc.10,090$3.51K
Allspring Global Investments Holdings, LLC919$320
Abound Wealth Management523$183
Rise Advisors, LLC236$82
Quintet Private Bank (Europe) S.A.125$44
Aspire Private Capital, LLC10$3
Capital Advisors, Ltd. LLC241$0
Householder Group Estate & Retirement Specialist, LLC300$0
Covestor Ltd46$0

Not filed for Q4 2024 yet (3)

Institutions that held Stem, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates163,809$57.0K
Naples Money Management LLC233$81
FinTrust Capital Advisors, LLC17$6