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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 10,590 | $6.39K | 0.00% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 10,000 | $6.03K | 0.00% | −125−1.2% | Reduced |
| Chickasaw Capital Management LLC | 10,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,156 | $3.11K | 0.00% | +4,674+969.7% | Added |
| Amalgamated Bank | 5,250 | $3.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 3,872 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,000 | $1.81K | 0.00% | +85+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,405 | $1.45K | 0.00% | −7,500−75.7% | Reduced |
| SBI Securities Co., Ltd. | 2,373 | $1.43K | 0.00% | +2,373 | New |
| CoreCap Advisors, LLC | 2,308 | $1.39K | 0.00% | +1,808+361.6% | Added |
| Comerica Bank | 2,137 | $1.29K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,746 | $1.05K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,600 | $965 | 0.00% | −200−11.1% | Reduced |
| US Bancorp | 1,522 | $918 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,470 | $886 | 0.00% | −24,110−94.3% | Reduced |
| Allworth Financial LP | 1,015 | $664 | 0.00% | −2,318−69.5% | Reduced |
| IFP Advisors, Inc | 1,100 | $663 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 891 | $537 | 0.00% | +891 | New |
| Measured Risk Portfolios, Inc. | 770 | $464 | 0.00% | +770 | New |
| Strategic Investment Solutions, Inc. | 750 | $453 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 750 | $453 | 0.00% | +750 | New |
| Bryn Mawr Trust Co | 700 | $422 | 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 |
| Harbour Investments, Inc. | 356 | $215 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $181 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 235 | $176 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $160 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 230 | $139 | 0.00% | +230 | New |
| Bank of Montreal | 203 | $122 | 0.00% | −1−0.5% | Reduced |
| Jones Financial Companies LLLP | 200 | $121 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 153 | $92 | 0.00% | −4,225−96.5% | Reduced |
| ORG Partners LLC | 150 | $90 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 145 | $87 | 0.00% | −500−77.5% | Reduced |
| Albion Financial Group | 135 | $82 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $60 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 55 | $33 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $21 | 0.00% | +36 | New |
| Elequin Capital LP | 29 | $17 | 0.00% | +22+314.3% | Added |
| Wingate Wealth Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| 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 |