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.
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 |
|---|---|---|---|---|---|
| SCP Investment, LP | 128,688 | $77.6K | 0.06% | −242,200−65.3% | Reduced |
| Electron Capital Partners, LLC | 131,077 | $79.0K | 0.00% | +4,453+3.5% | Added |
| JustInvest LLC | 137,480 | $82.9K | 0.00% | +95,616+228.4% | Added |
| Jane Street Group, LLC | 179,269 | $108.1K | 0.00% | −427,560−70.5% | Reduced |
| Bank of America Corp | 183,840 | $110.9K | 0.00% | +37,115+25.3% | Added |
| Nomura Holdings Inc | 184,381 | $111.2K | 0.00% | +340.0% | Added |
| Two Sigma Investments, LP | 206,713 | $124.6K | 0.00% | −456,350−68.8% | Reduced |
| Sanctuary Advisors, LLC | 228,024 | $130.8K | 0.00% | −430.0% | Reduced |
| Barclays PLC | 232,748 | $140.3K | 0.00% | −2,588−1.1% | Reduced |
| Rhumbline Advisers | 232,950 | $140.5K | 0.00% | +3,478+1.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 189,097 | $141.5K | 0.00% | −77,445−29.1% | Reduced |
| AQR Capital Management LLC | 244,778 | $147.6K | 0.00% | +139,886+133.4% | Added |
| Invesco Ltd. | 275,806 | $166.3K | 0.00% | +4,582+1.7% | Added |
| XTX Topco Ltd | 286,690 | $172.9K | 0.01% | +229,738+403.4% | Added |
| Price T Rowe Associates Inc | 298,041 | $179.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 334,761 | $201.9K | 0.00% | −5,600−1.6% | Reduced |
| Canada Pension Plan Investment Board | 335,900 | $202.5K | 0.00% | +335,900 | New |
| Charles Schwab Investment Management Inc | 364,053 | $219.5K | 0.00% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 369,824 | $223.0K | 0.19% | +369,824 | New |
| Baird Financial Group, Inc. | 429,231 | $258.8K | 0.00% | −1,639,412−79.3% | Reduced |
| Bank of New York Mellon Corp | 438,188 | $264.2K | 0.00% | −247−0.1% | Reduced |
| Alliancebernstein L.P. | 474,103 | $285.9K | 0.00% | −242,067−33.8% | Reduced |
| Royal Bank of Canada | 520,275 | $314.0K | 0.00% | +2,589+0.5% | Added |
| Goldman Sachs Group Inc | 611,896 | $369.0K | 0.00% | +110,207+22.0% | Added |
| Deutsche Bank AG | 622,731 | $373.6K | 0.00% | +315,823+102.9% | Added |
| Cohen & Steers, Inc. | 637,750 | $385.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 678,685 | $409.2K | 0.00% | +54,194+8.7% | Added |
| Group One Trading, L.P. | 777,344 | $468.7K | 0.02% | +542,261+230.7% | Added |
| Prescott Group Capital Management, L.L.C. | 778,573 | $469.5K | 0.06% | −413,942−34.7% | Reduced |
| Rock Point Advisors, LLC | 791,280 | $477.1K | 0.14% | −162,965−17.1% | Reduced |
| BNP Paribas Arbitrage, SA | 796,455 | $480.3K | 0.00% | +796,455 | New |
| HSBC Holdings PLC | 826,709 | $496.0K | 0.00% | −1,386−0.2% | Reduced |
| Citigroup Inc | 859,529 | $518.3K | 0.00% | +3,998+0.5% | Added |
| Morgan Stanley | 1,005,976 | $606.6K | 0.00% | +68,624+7.3% | Added |
| Lido Advisors, LLC | 1,075,772 | $648.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,088,603 | $656.4K | 0.00% | +964,596+777.9% | Added |
| Northern Trust Corp | 1,295,149 | $781.0K | 0.00% | +76,320+6.3% | Added |
| State Street Corp | 3,097,634 | $1.87M | 0.00% | −1,782,633−36.5% | Reduced |
| Geode Capital Management, LLC | 3,404,656 | $2.05M | 0.00% | −199,417−5.5% | Reduced |
| UBS Group AG | 4,598,726 | $2.77M | 0.00% | +4,195,728+1,041.1% | Added |
| Vanguard Group Inc | 8,399,323 | $5.06M | 0.00% | −256,630−3.0% | Reduced |
| BlackRock, Inc. | 11,437,000 | $6.90M | 0.00% | +150,227+1.3% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,611,397−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −2,406,080−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −856,092−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −675,020−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −366,600−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −270,292−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −53,640−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −149,119−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −123,521−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −106,156−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −71,433−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −14,757−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −64,982−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −31,124−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −19,204−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,654−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,932−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −14,252−100.0% | Sold out |
| 360 Financial, Inc. | 0 | $0 | 0.00% | −13,170−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,860−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −11,860−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |