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
- +$11.2M (+56.5%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Wingate Wealth Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Elequin Capital LP | 29 | $17 | 0.00% | +22+314.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $21 | 0.00% | +36 | New |
| Missouri Trust & Investment Co | 55 | $33 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $60 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $82 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 145 | $87 | 0.00% | −500−77.5% | Reduced |
| ORG Partners LLC | 150 | $90 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 153 | $92 | 0.00% | −4,225−96.5% | Reduced |
| Jones Financial Companies LLLP | 200 | $121 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 203 | $122 | 0.00% | −1−0.5% | Reduced |
| Dogwood Wealth Management LLC | 230 | $139 | 0.00% | +230 | New |
| Glen Eagle Advisors, LLC | 265 | $160 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 235 | $176 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $181 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 356 | $215 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $302 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $302 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 500 | $302 | 0.00% | +15+3.1% | Added |
| Pilgrim Partners Asia Pte Ltd | 500 | $302 | 0.00% | +500 | New |
| Bryn Mawr Trust Co | 700 | $422 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 750 | $453 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 750 | $453 | 0.00% | +750 | New |
| Measured Risk Portfolios, Inc. | 770 | $464 | 0.00% | +770 | New |
| EverSource Wealth Advisors, LLC | 891 | $537 | 0.00% | +891 | New |
| IFP Advisors, Inc | 1,100 | $663 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,015 | $664 | 0.00% | −2,318−69.5% | Reduced |
| Citadel Advisors LLC | 1,470 | $886 | 0.00% | −24,110−94.3% | Reduced |
| US Bancorp | 1,522 | $918 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,600 | $965 | 0.00% | −200−11.1% | Reduced |
| Optiver Holding B.V. | 1,746 | $1.05K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,137 | $1.29K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,308 | $1.39K | 0.00% | +1,808+361.6% | Added |
| SBI Securities Co., Ltd. | 2,373 | $1.43K | 0.00% | +2,373 | New |
| Federation des caisses Desjardins du Quebec | 2,405 | $1.45K | 0.00% | −7,500−75.7% | Reduced |
| Clearstead Advisors, LLC | 3,000 | $1.81K | 0.00% | +85+2.9% | Added |
| CKW Financial Group | 3,872 | $2.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,156 | $3.11K | 0.00% | +4,674+969.7% | Added |
| Chickasaw Capital Management LLC | 10,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 10,000 | $6.03K | 0.00% | −125−1.2% | Reduced |
| Principal Financial Group Inc | 10,590 | $6.39K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,645 | $6.42K | 0.00% | +10,645 | New |
| California State Teachers Retirement System | 11,000 | $6.63K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,015 | $6.65K | 0.00% | −175−1.6% | Reduced |
| Maridea Wealth Management LLC | 11,185 | $6.75K | 0.00% | +11,185 | New |
| Optas, LLC | 11,471 | $6.92K | 0.00% | −26,124−69.5% | Reduced |
| Blair William & Co | 11,865 | $7.16K | 0.00% | +11,865 | New |
| Deuterium Capital Management, LLC | 12,000 | $7.24K | 0.02% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 12,574 | $7.58K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,082 | $7.89K | 0.00% | 00.0% | Unchanged |
| North Forty Two & Co. | 13,153 | $7.93K | 0.01% | +13,153 | New |
| CIBC Private Wealth Group, LLC | 9,522 | $7.94K | 0.00% | −1,000−9.5% | Reduced |
| Captrust Financial Advisors | 13,212 | $7.97K | 0.00% | +13,212 | New |
| CIBC World Markets Inc. | 13,700 | $8.00K | 0.00% | +13,700 | New |
| Ameritas Investment Partners, Inc. | 14,154 | $8.54K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,200 | $8.56K | 0.00% | +14,200 | New |
| CIBC World Markets Corp | 14,207 | $8.57K | 0.00% | +14,207 | New |
| Advisor Group Holdings, Inc. | 14,680 | $8.81K | 0.00% | −5,414−26.9% | Reduced |
| MTM Investment Management, LLC | 15,000 | $9.04K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 15,036 | $9.07K | 0.00% | +15,036 | New |
| Legal & General Group Plc | 15,272 | $9.21K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 16,125 | $9.72K | 0.00% | +1,310+8.8% | Added |
| Voya Investment Management LLC | 17,143 | $10.3K | 0.00% | −44,102−72.0% | Reduced |
| 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 |
| Ethic Inc. | 21,301 | $12.8K | 0.00% | +21,301 | 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 |
| LPL Financial LLC | 21,850 | $13.2K | 0.00% | +21,850 | New |
| Kestra Private Wealth Services, LLC | 22,500 | $13.6K | 0.00% | +3,500+18.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,877 | $14.0K | 0.00% | −5,075−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 24,935 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 27,279 | $16.4K | 0.00% | −691−2.5% | Reduced |
| HB Wealth Management, LLC | 29,299 | $17.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 29,504 | $17.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 32,110 | $19.4K | 0.00% | +32,110 | New |
| Millennium Management LLC | 32,117 | $19.4K | 0.00% | −640−2.0% | Reduced |
| Huntleigh Advisors, Inc. | 32,300 | $19.5K | 0.00% | +32,300 | New |
| Nuveen Asset Management, LLC | 33,249 | $20.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 34,210 | $20.6K | 0.00% | +1,690+5.2% | Added |
| State Board of Administration of Florida Retirement System | 40,660 | $24.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 42,461 | $25.6K | 0.00% | +1,816+4.5% | Added |
| ProShare Advisors LLC | 42,756 | $25.8K | 0.00% | +14,070+49.0% | Added |
| AlTi Global, Inc. | 48,621 | $29.3K | 0.00% | −169,319−77.7% | Reduced |
| International Assets Investment Management, LLC | 38,050 | $29.5K | 0.00% | +24,453+179.8% | Added |
| Aries Wealth Management | 50,000 | $30.1K | 0.01% | +25,000+100.0% | Added |
| Engineers Gate Manager LP | 52,401 | $31.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 59,280 | $35.7K | 0.00% | +59,280 | New |
| New York State Common Retirement Fund | 59,423 | $35.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 49,376 | $37.0K | 0.00% | +31,534+176.7% | Added |
| SG Americas Securities, LLC | 62,278 | $38.0K | 0.00% | +10,117+19.4% | Added |
| Money Concepts Capital Corp | 70,000 | $42.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 71,864 | $43.3K | 0.00% | +5,172+7.8% | Added |
| Corebridge Financial, Inc. | 75,476 | $45.5K | 0.00% | −5,698−7.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 87,163 | $52.6K | 0.00% | +7,496+9.4% | Added |
| Tudor Investment Corp Et Al | 91,608 | $55.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 93,150 | $56.2K | 0.00% | +416+0.4% | Added |
| Levin Capital Strategies, L.P. | 100,000 | $60.3K | 0.01% | −315,000−75.9% | Reduced |
| Balyasny Asset Management LLC | 121,381 | $73.2K | 0.00% | +103,254+569.6% | Added |