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, Q1 2025
Institutional positions in Stem, Inc. as of Mar 31, 2025. 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
- 155
- +15 vs. Q4 2024
- Shares held
- 46.2M
- −5.07M (−9.9%) vs. Q4 2024
- Total value
- $16.2M
- −$14.7M (−47.7%) vs. Q4 2024
- New holders
- 31
- 39 more added
- Sold out
- 16
- 43 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 224 | $380.9M |
| Q3 2023 | 227 | $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 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,103,872 | $3.89M | 0.00% | −333,128−2.9% | Reduced |
| Vanguard Group Inc | 8,615,344 | $3.02M | 0.00% | +216,021+2.6% | Added |
| Geode Capital Management, LLC | 3,714,543 | $1.30M | 0.00% | +309,887+9.1% | Added |
| State Street Corp | 3,048,941 | $1.07M | 0.00% | −48,693−1.6% | Reduced |
| UBS Group AG | 1,604,519 | $561.6K | 0.00% | −2,994,207−65.1% | Reduced |
| AQR Capital Management LLC | 1,482,790 | $519.4K | 0.00% | +1,238,012+505.8% | Added |
| Northern Trust Corp | 1,240,931 | $434.7K | 0.00% | −54,218−4.2% | Reduced |
| Lido Advisors, LLC | 1,060,772 | $371.6K | 0.00% | −15,000−1.4% | Reduced |
| HSBC Holdings PLC | 873,282 | $307.4K | 0.00% | +46,573+5.6% | Added |
| Susquehanna International Group, LLP | 871,361 | $305.2K | 0.00% | −217,242−20.0% | Reduced |
| Citigroup Inc | 839,088 | $293.9K | 0.00% | −20,441−2.4% | Reduced |
| Group One Trading, L.P. | 683,269 | $239.3K | 0.01% | −94,075−12.1% | Reduced |
| Cohen & Steers, Inc. | 637,750 | $223.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 606,842 | $212.6K | 0.00% | −189,613−23.8% | Reduced |
| Rock Point Advisors, LLC | 549,290 | $192.4K | 0.06% | −241,990−30.6% | Reduced |
| Royal Bank of Canada | 514,538 | $179.0K | 0.00% | −5,737−1.1% | Reduced |
| Morgan Stanley | 499,165 | $174.9K | 0.00% | −506,811−50.4% | Reduced |
| Charles Schwab Investment Management Inc | 444,053 | $155.6K | 0.00% | +80,000+22.0% | Added |
| Bank of New York Mellon Corp | 437,581 | $153.3K | 0.00% | −607−0.1% | Reduced |
| Deutsche Bank AG | 424,189 | $148.5K | 0.00% | −198,542−31.9% | Reduced |
| Goldman Sachs Group Inc | 392,181 | $137.4K | 0.00% | −219,715−35.9% | Reduced |
| HighTower Advisors, LLC | 329,561 | $115.4K | 0.00% | −5,200−1.6% | Reduced |
| Price T Rowe Associates Inc | 314,397 | $111.0K | 0.00% | +16,356+5.5% | Added |
| Wells Fargo & Company | 306,863 | $107.5K | 0.00% | −371,822−54.8% | Reduced |
| Jane Street Group, LLC | 301,862 | $105.7K | 0.00% | +122,593+68.4% | Added |
| Alliancebernstein L.P. | 274,368 | $96.1K | 0.00% | −199,735−42.1% | Reduced |
| XTX Topco Ltd | 230,443 | $80.7K | 0.00% | −56,247−19.6% | Reduced |
| Sanctuary Advisors, LLC | 228,839 | $80.2K | 0.00% | +815+0.4% | Added |
| Nomura Holdings Inc | 228,814 | $80.2K | 0.00% | +44,433+24.1% | Added |
| Invesco Ltd. | 221,763 | $77.7K | 0.00% | −54,043−19.6% | Reduced |
| Rhumbline Advisers | 213,710 | $74.8K | 0.00% | −19,240−8.3% | Reduced |
| Two Sigma Investments, LP | 208,129 | $72.9K | 0.00% | +1,416+0.7% | Added |
| Barclays PLC | 184,620 | $64.7K | 0.00% | −48,128−20.7% | Reduced |
| Cetera Investment Advisers | 175,250 | $61.4K | 0.00% | +82,100+88.1% | Added |
| Electron Capital Partners, LLC | 163,390 | $57.2K | 0.00% | +32,313+24.7% | Added |
| JustInvest LLC | 160,359 | $56.2K | 0.00% | +22,879+16.6% | Added |
| Ieq Capital, LLC | 133,139 | $46.6K | 0.00% | +133,139 | New |
| GWN Securities Inc. | 80,774 | $44.9K | 0.00% | +80,774 | New |
| Skandinaviska Enskilda Banken AB (publ) | 123,164 | $43.1K | 0.00% | −65,933−34.9% | Reduced |
| Bank of America Corp | 118,155 | $41.4K | 0.00% | −65,685−35.7% | Reduced |
| Intech Investment Management LLC | 93,598 | $32.8K | 0.00% | +93,598 | New |
| Tudor Investment Corp Et Al | 91,608 | $32.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 91,000 | $31.9K | 0.00% | +3,837+4.4% | Added |
| Baird Financial Group, Inc. | 89,157 | $31.2K | 0.00% | −340,074−79.2% | Reduced |
| CWM, LLC | 89,913 | $31.0K | 0.00% | +68,386+317.7% | Added |
| Cerity Partners LLC | 82,666 | $29.0K | 0.00% | +82,666 | New |
| Balyasny Asset Management LLC | 77,234 | $27.1K | 0.00% | −44,147−36.4% | Reduced |
| Corebridge Financial, Inc. | 74,374 | $26.1K | 0.00% | −1,102−1.5% | Reduced |
| JPMorgan Chase & Co | 71,793 | $25.1K | 0.00% | −71−0.1% | Reduced |
| Money Concepts Capital Corp | 70,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 69,610 | $24.4K | 0.00% | +69,610 | New |
| New York State Common Retirement Fund | 59,423 | $20.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 54,779 | $19.0K | 0.00% | −7,499−12.0% | Reduced |
| Aries Wealth Management | 50,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| SCP Investment, LP | 48,688 | $17.1K | 0.01% | −80,000−62.2% | Reduced |
| AlTi Global, Inc. | 48,621 | $17.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 46,268 | $16.2K | 0.00% | +3,807+9.0% | Added |
| Skaana Management L.P. | 44,504 | $15.6K | 0.01% | +44,504 | New |
| Pallas Capital Advisors LLC | 41,871 | $14.7K | 0.00% | +41,871 | New |
| Mariner, LLC | 41,168 | $14.4K | 0.00% | +26,968+189.9% | Added |
| State Board of Administration of Florida Retirement System | 40,660 | $14.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 38,649 | $13.5K | 0.00% | −13,752−26.2% | Reduced |
| Kestra Private Wealth Services, LLC | 38,500 | $13.5K | 0.00% | +16,000+71.1% | Added |
| Ethic Inc. | 39,019 | $13.2K | 0.00% | +17,718+83.2% | Added |
| 360 Financial, Inc. | 34,907 | $12.2K | 0.00% | +34,907 | New |
| CIBC World Markets Corp | 33,686 | $11.8K | 0.00% | +19,479+137.1% | Added |
| CIBC World Markets Inc. | 33,500 | $11.7K | 0.00% | +19,800+144.5% | Added |
| Nuveen, LLC | 33,249 | $11.6K | 0.00% | +33,249 | New |
| ProShare Advisors LLC | 32,834 | $11.5K | 0.00% | −9,922−23.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 32,110 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 31,834 | $11.2K | 0.00% | +4,555+16.7% | Added |
| Captrust Financial Advisors | 30,304 | $10.6K | 0.00% | +17,092+129.4% | Added |
| National Bank of Canada | 30,140 | $10.5K | 0.00% | −4,070−11.9% | Reduced |
| HB Wealth Management, LLC | 29,464 | $10.3K | 0.00% | +165+0.6% | Added |
| Optas, LLC | 28,413 | $9.95K | 0.00% | +16,942+147.7% | Added |
| Huntleigh Advisors, Inc. | 28,300 | $9.91K | 0.00% | −4,000−12.4% | Reduced |
| Millennium Management LLC | 28,051 | $9.83K | 0.00% | −4,066−12.7% | Reduced |
| LPL Financial LLC | 27,190 | $9.53K | 0.00% | +5,340+24.4% | Added |
| Raymond James Financial Inc | 26,064 | $9.13K | 0.00% | −33,216−56.0% | Reduced |
| Commonwealth Equity Services, LLC | 24,365 | $9.00K | 0.00% | +2,417+11.0% | Added |
| The PNC Financial Services Group, Inc. | 25,680 | $8.99K | 0.00% | +745+3.0% | Added |
| FMR LLC | 25,118 | $8.80K | 0.00% | +8,993+55.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,035 | $8.00K | 0.00% | +1,158+5.1% | Added |
| Keystone Financial Group | 22,600 | $7.92K | 0.00% | +22,600 | New |
| CI Private Wealth, LLC | 20,000 | $7.01K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 19,164 | $6.71K | 0.00% | +19,164 | New |
| Merit Financial Group, LLC | 18,993 | $6.65K | 0.00% | +18,993 | New |
| Fidelis Capital Partners, LLC | 15,014 | $6.24K | 0.00% | +15,014 | New |
| HBK Sorce Advisory LLC | 16,933 | $5.93K | 0.00% | +6,288+59.1% | Added |
| Baader Bank INC | 20,881 | $5.78K | 0.00% | +20,881 | New |
| Colony Group, LLC | 14,913 | $5.22K | 0.00% | +14,913 | New |
| MTM Investment Management, LLC | 15,000 | $5.07K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,376 | $5.04K | 0.00% | +1,294+9.9% | Added |
| Ameritas Investment Partners, Inc. | 14,154 | $4.96K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 13,500 | $4.73K | 0.00% | +13,500 | New |
| North Forty Two & Co. | 13,153 | $4.61K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 13,153 | $4.61K | 0.00% | +13,153 | New |
| Legal & General Group Plc | 12,813 | $4.49K | 0.00% | −2,459−16.1% | Reduced |
| Lazari Capital Management, Inc. | 12,574 | $4.41K | 0.00% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 12,000 | $4.20K | 0.01% | 00.0% | Unchanged |