Stem, Inc.

STEM

Exchange: NYSE
Industry: Services-Computer Integrated Systems Design
SEC CIK: 0001758766

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Stem, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of STEM: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	142	2	155	+15
Shares	51.3M	34.8K	46.2M	−5.07M (−9.9%)
Value	$30.9M	$21.0K	$16.2M	−$14.7M (−47.7%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Stem, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to STEM in Q1 2025
Institution	Shares	Value	% of portfolio
Ieq Capital, LLC	133,139	$46.6K	0.00%
GWN Securities Inc.	80,774	$44.9K	0.00%
Intech Investment Management LLC	93,598	$32.8K	0.00%
Cerity Partners LLC	82,666	$29.0K	0.00%
Wealth Enhancement Advisory Services, LLC	69,610	$24.4K	0.00%
Skaana Management L.P.	44,504	$15.6K	0.01%
Pallas Capital Advisors LLC	41,871	$14.7K	0.00%
360 Financial, Inc.	34,907	$12.2K	0.00%
Nuveen, LLC	33,249	$11.6K	0.00%
Keystone Financial Group	22,600	$7.92K	0.00%
Two Sigma Securities, LLC	19,164	$6.71K	0.00%
Merit Financial Group, LLC	18,993	$6.65K	0.00%
Fidelis Capital Partners, LLC	15,014	$6.24K	0.00%
Baader Bank INC	20,881	$5.78K	0.00%
Colony Group, LLC	14,913	$5.22K	0.00%
National Asset Management, Inc.	13,500	$4.73K	0.00%
Proficio Capital Partners LLC	13,153	$4.61K	0.00%
Claro Advisors LLC	11,145	$3.90K	0.00%
Prudential Financial Inc	11,110	$3.89K	0.00%
Johnson Investment Counsel Inc	10,000	$3.50K	0.00%
True Wealth Design, LLC	1,637	$574	0.00%
GHP Investment Advisors, Inc.	1,393	$488	0.00%
Coldstream Capital Management Inc	1,386	$486	0.00%
Rise Advisors, LLC	1,015	$356	0.00%
Russell Investments Group, Ltd.	380	$133	0.00%
Legacy Wealth Managment, LLC	200	$71	0.00%
Mather Group, LLC.	200	$70	0.00%
Boston Private Wealth LLC	200	$70	0.00%
ORG Wealth Partners, LLC	150	$50	0.00%
Steward Partners Investment Advisory, LLC	100	$35	0.00%
Smallwood Wealth Investment Management, LLC	40	$14	0.00%

Sold out (16)

Institutions that held Stem, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of STEM in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Prescott Group Capital Management, L.L.C.	778,573	$469.5K
Collar Capital Management, LLC	369,824	$223.0K
Canada Pension Plan Investment Board	335,900	$202.5K
Levin Capital Strategies, L.P.	100,000	$60.3K
International Assets Investment Management, LLC	38,050	$29.5K
Neuberger Berman Group LLC	29,504	$17.8K
Corigliano Investment Advisers, LLC	20,000	$12.1K
Voya Investment Management LLC	17,143	$10.3K
Belvedere Trading LLC	15,036	$9.07K
Citadel Advisors LLC	1,470	$886
Measured Risk Portfolios, Inc.	770	$464
Sunbelt Securities, Inc.	235	$176
ORG Partners LLC	150	$90
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	36	$21
Elequin Capital LP	29	$17
Wingate Wealth Advisors, Inc.	1	$0

Not filed for Q1 2025 yet (2)

Institutions that held Stem, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	33,249	$20.0K
WR Wealth Planners, LLC	1,600	$965