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 | 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, 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 |
|---|---|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 40 | $14 | 0.00% | +40 | New |
| Missouri Trust & Investment Co | 55 | $19 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $35 | 0.00% | −1,000−90.9% | Reduced |
| Sound Income Strategies, LLC | 100 | $35 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $35 | 0.00% | +100 | New |
| Albion Financial Group | 135 | $48 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 150 | $50 | 0.00% | +150 | New |
| Painted Porch Advisors LLC | 145 | $51 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 153 | $55 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $70 | 0.00% | +200 | New |
| Boston Private Wealth LLC | 200 | $70 | 0.00% | +200 | New |
| Bank of Montreal | 203 | $71 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 200 | $71 | 0.00% | +200 | New |
| Dogwood Wealth Management LLC | 230 | $81 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $93 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $105 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 356 | $125 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 380 | $133 | 0.00% | +380 | New |
| Northwestern Mutual Wealth Management Co | 500 | $175 | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 500 | $175 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $176 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 700 | $245 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 750 | $263 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 750 | $263 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 817 | $319 | 0.00% | +617+308.5% | Added |
| Rise Advisors, LLC | 1,015 | $356 | 0.00% | +1,015 | New |
| Nisa Investment Advisors, LLC | 1,100 | $385 | 0.00% | +600+120.0% | Added |
| Allworth Financial LP | 1,015 | $413 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,200 | $420 | 0.00% | −937−43.8% | Reduced |
| Coldstream Capital Management Inc | 1,386 | $486 | 0.00% | +1,386 | New |
| GHP Investment Advisors, Inc. | 1,393 | $488 | 0.00% | +1,393 | New |
| US Bancorp | 1,522 | $533 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,637 | $574 | 0.00% | +1,637 | New |
| Optiver Holding B.V. | 1,746 | $612 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,282 | $799 | 0.00% | +1,391+156.1% | Added |
| CoreCap Advisors, LLC | 2,308 | $808 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,728 | $956 | 0.00% | −2,428−47.1% | Reduced |
| CKW Financial Group | 3,872 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,915 | $1.02K | 0.00% | −85−2.8% | Reduced |
| SBI Securities Co., Ltd. | 3,507 | $1.23K | 0.00% | +1,134+47.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,885 | $1.71K | 0.00% | +2,480+103.1% | Added |
| Amalgamated Bank | 5,250 | $2.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,522 | $3.26K | 0.00% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 10,000 | $3.50K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,000 | $3.50K | 0.00% | +10,000 | New |
| Advisor Group Holdings, Inc. | 10,886 | $3.81K | 0.00% | −3,794−25.8% | Reduced |
| California State Teachers Retirement System | 11,000 | $3.85K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,021 | $3.86K | 0.00% | +431+4.1% | Added |
| IHT Wealth Management, LLC | 11,051 | $3.87K | 0.00% | +36+0.3% | Added |
| Prudential Financial Inc | 11,110 | $3.89K | 0.00% | +11,110 | New |
| Claro Advisors LLC | 11,145 | $3.90K | 0.00% | +11,145 | New |
| Maridea Wealth Management LLC | 11,185 | $3.92K | 0.00% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 10,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,587 | $4.13K | 0.00% | −38,789−78.6% | Reduced |
| Blair William & Co | 11,865 | $4.16K | 0.00% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 12,000 | $4.20K | 0.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 12,574 | $4.41K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 12,813 | $4.49K | 0.00% | −2,459−16.1% | Reduced |
| Proficio Capital Partners LLC | 13,153 | $4.61K | 0.00% | +13,153 | New |
| North Forty Two & Co. | 13,153 | $4.61K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 13,500 | $4.73K | 0.00% | +13,500 | New |
| Ameritas Investment Partners, Inc. | 14,154 | $4.96K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,376 | $5.04K | 0.00% | +1,294+9.9% | Added |
| MTM Investment Management, LLC | 15,000 | $5.07K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 14,913 | $5.22K | 0.00% | +14,913 | New |
| Baader Bank INC | 20,881 | $5.78K | 0.00% | +20,881 | New |
| HBK Sorce Advisory LLC | 16,933 | $5.93K | 0.00% | +6,288+59.1% | Added |
| Fidelis Capital Partners, LLC | 15,014 | $6.24K | 0.00% | +15,014 | New |
| Merit Financial Group, LLC | 18,993 | $6.65K | 0.00% | +18,993 | New |
| Two Sigma Securities, LLC | 19,164 | $6.71K | 0.00% | +19,164 | New |
| CI Private Wealth, LLC | 20,000 | $7.01K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 22,600 | $7.92K | 0.00% | +22,600 | New |
| Cambridge Investment Research Advisors, Inc. | 24,035 | $8.00K | 0.00% | +1,158+5.1% | Added |
| FMR LLC | 25,118 | $8.80K | 0.00% | +8,993+55.8% | Added |
| The PNC Financial Services Group, Inc. | 25,680 | $8.99K | 0.00% | +745+3.0% | Added |
| Commonwealth Equity Services, LLC | 24,365 | $9.00K | 0.00% | +2,417+11.0% | Added |
| Raymond James Financial Inc | 26,064 | $9.13K | 0.00% | −33,216−56.0% | Reduced |
| LPL Financial LLC | 27,190 | $9.53K | 0.00% | +5,340+24.4% | Added |
| Millennium Management LLC | 28,051 | $9.83K | 0.00% | −4,066−12.7% | Reduced |
| Huntleigh Advisors, Inc. | 28,300 | $9.91K | 0.00% | −4,000−12.4% | Reduced |
| Optas, LLC | 28,413 | $9.95K | 0.00% | +16,942+147.7% | Added |
| HB Wealth Management, LLC | 29,464 | $10.3K | 0.00% | +165+0.6% | Added |
| National Bank of Canada | 30,140 | $10.5K | 0.00% | −4,070−11.9% | Reduced |
| Captrust Financial Advisors | 30,304 | $10.6K | 0.00% | +17,092+129.4% | Added |
| Tower Research Capital LLC (TRC) | 31,834 | $11.2K | 0.00% | +4,555+16.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 32,110 | $11.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 32,834 | $11.5K | 0.00% | −9,922−23.2% | Reduced |
| Nuveen, LLC | 33,249 | $11.6K | 0.00% | +33,249 | New |
| CIBC World Markets Inc. | 33,500 | $11.7K | 0.00% | +19,800+144.5% | Added |
| CIBC World Markets Corp | 33,686 | $11.8K | 0.00% | +19,479+137.1% | Added |
| 360 Financial, Inc. | 34,907 | $12.2K | 0.00% | +34,907 | New |
| Ethic Inc. | 39,019 | $13.2K | 0.00% | +17,718+83.2% | Added |
| Kestra Private Wealth Services, LLC | 38,500 | $13.5K | 0.00% | +16,000+71.1% | Added |
| Engineers Gate Manager LP | 38,649 | $13.5K | 0.00% | −13,752−26.2% | Reduced |
| State Board of Administration of Florida Retirement System | 40,660 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 41,168 | $14.4K | 0.00% | +26,968+189.9% | Added |
| Pallas Capital Advisors LLC | 41,871 | $14.7K | 0.00% | +41,871 | New |
| Skaana Management L.P. | 44,504 | $15.6K | 0.01% | +44,504 | New |
| Integrated Wealth Concepts LLC | 46,268 | $16.2K | 0.00% | +3,807+9.0% | Added |
| AlTi Global, Inc. | 48,621 | $17.0K | 0.00% | 00.0% | Unchanged |