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 |
|---|---|---|---|---|---|
| SCP Investment, LP | 48,688 | $17.1K | 0.01% | −80,000−62.2% | Reduced |
| Aries Wealth Management | 50,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 54,779 | $19.0K | 0.00% | −7,499−12.0% | Reduced |
| New York State Common Retirement Fund | 59,423 | $20.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 69,610 | $24.4K | 0.00% | +69,610 | New |
| Money Concepts Capital Corp | 70,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 71,793 | $25.1K | 0.00% | −71−0.1% | Reduced |
| Corebridge Financial, Inc. | 74,374 | $26.1K | 0.00% | −1,102−1.5% | Reduced |
| Balyasny Asset Management LLC | 77,234 | $27.1K | 0.00% | −44,147−36.4% | Reduced |
| Cerity Partners LLC | 82,666 | $29.0K | 0.00% | +82,666 | New |
| CWM, LLC | 89,913 | $31.0K | 0.00% | +68,386+317.7% | Added |
| Baird Financial Group, Inc. | 89,157 | $31.2K | 0.00% | −340,074−79.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 91,000 | $31.9K | 0.00% | +3,837+4.4% | Added |
| Tudor Investment Corp Et Al | 91,608 | $32.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 93,598 | $32.8K | 0.00% | +93,598 | New |
| Bank of America Corp | 118,155 | $41.4K | 0.00% | −65,685−35.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 123,164 | $43.1K | 0.00% | −65,933−34.9% | Reduced |
| GWN Securities Inc. | 80,774 | $44.9K | 0.00% | +80,774 | New |
| Ieq Capital, LLC | 133,139 | $46.6K | 0.00% | +133,139 | New |
| JustInvest LLC | 160,359 | $56.2K | 0.00% | +22,879+16.6% | Added |
| Electron Capital Partners, LLC | 163,390 | $57.2K | 0.00% | +32,313+24.7% | Added |
| Cetera Investment Advisers | 175,250 | $61.4K | 0.00% | +82,100+88.1% | Added |
| Barclays PLC | 184,620 | $64.7K | 0.00% | −48,128−20.7% | Reduced |
| Two Sigma Investments, LP | 208,129 | $72.9K | 0.00% | +1,416+0.7% | Added |
| Rhumbline Advisers | 213,710 | $74.8K | 0.00% | −19,240−8.3% | Reduced |
| Invesco Ltd. | 221,763 | $77.7K | 0.00% | −54,043−19.6% | Reduced |
| Nomura Holdings Inc | 228,814 | $80.2K | 0.00% | +44,433+24.1% | Added |
| Sanctuary Advisors, LLC | 228,839 | $80.2K | 0.00% | +815+0.4% | Added |
| XTX Topco Ltd | 230,443 | $80.7K | 0.00% | −56,247−19.6% | Reduced |
| Alliancebernstein L.P. | 274,368 | $96.1K | 0.00% | −199,735−42.1% | Reduced |
| Jane Street Group, LLC | 301,862 | $105.7K | 0.00% | +122,593+68.4% | Added |
| Wells Fargo & Company | 306,863 | $107.5K | 0.00% | −371,822−54.8% | Reduced |
| Price T Rowe Associates Inc | 314,397 | $111.0K | 0.00% | +16,356+5.5% | Added |
| HighTower Advisors, LLC | 329,561 | $115.4K | 0.00% | −5,200−1.6% | Reduced |
| Goldman Sachs Group Inc | 392,181 | $137.4K | 0.00% | −219,715−35.9% | Reduced |
| Deutsche Bank AG | 424,189 | $148.5K | 0.00% | −198,542−31.9% | Reduced |
| Bank of New York Mellon Corp | 437,581 | $153.3K | 0.00% | −607−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 444,053 | $155.6K | 0.00% | +80,000+22.0% | Added |
| Morgan Stanley | 499,165 | $174.9K | 0.00% | −506,811−50.4% | Reduced |
| Royal Bank of Canada | 514,538 | $179.0K | 0.00% | −5,737−1.1% | Reduced |
| Rock Point Advisors, LLC | 549,290 | $192.4K | 0.06% | −241,990−30.6% | Reduced |
| BNP Paribas Arbitrage, SA | 606,842 | $212.6K | 0.00% | −189,613−23.8% | Reduced |
| Cohen & Steers, Inc. | 637,750 | $223.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 683,269 | $239.3K | 0.01% | −94,075−12.1% | Reduced |
| Citigroup Inc | 839,088 | $293.9K | 0.00% | −20,441−2.4% | Reduced |
| Susquehanna International Group, LLP | 871,361 | $305.2K | 0.00% | −217,242−20.0% | Reduced |
| HSBC Holdings PLC | 873,282 | $307.4K | 0.00% | +46,573+5.6% | Added |
| Lido Advisors, LLC | 1,060,772 | $371.6K | 0.00% | −15,000−1.4% | Reduced |
| Northern Trust Corp | 1,240,931 | $434.7K | 0.00% | −54,218−4.2% | Reduced |
| AQR Capital Management LLC | 1,482,790 | $519.4K | 0.00% | +1,238,012+505.8% | Added |
| UBS Group AG | 1,604,519 | $561.6K | 0.00% | −2,994,207−65.1% | Reduced |
| State Street Corp | 3,048,941 | $1.07M | 0.00% | −48,693−1.6% | Reduced |
| Geode Capital Management, LLC | 3,714,543 | $1.30M | 0.00% | +309,887+9.1% | Added |
| Vanguard Group Inc | 8,615,344 | $3.02M | 0.00% | +216,021+2.6% | Added |
| BlackRock, Inc. | 11,103,872 | $3.89M | 0.00% | −333,128−2.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −778,573−100.0% | Sold out |
| Collar Capital Management, LLC | 0 | $0 | 0.00% | −369,824−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −335,900−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −38,050−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −29,504−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −17,143−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −15,036−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |