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 |
|---|---|---|---|---|---|
| Blair William & Co | 11,865 | $4.16K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,587 | $4.13K | 0.00% | −38,789−78.6% | Reduced |
| Chickasaw Capital Management LLC | 10,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 11,185 | $3.92K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,145 | $3.90K | 0.00% | +11,145 | New |
| Prudential Financial Inc | 11,110 | $3.89K | 0.00% | +11,110 | New |
| IHT Wealth Management, LLC | 11,051 | $3.87K | 0.00% | +36+0.3% | Added |
| Principal Financial Group Inc | 11,021 | $3.86K | 0.00% | +431+4.1% | Added |
| California State Teachers Retirement System | 11,000 | $3.85K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,886 | $3.81K | 0.00% | −3,794−25.8% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 9,522 | $3.26K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,885 | $1.71K | 0.00% | +2,480+103.1% | Added |
| SBI Securities Co., Ltd. | 3,507 | $1.23K | 0.00% | +1,134+47.8% | Added |
| Clearstead Advisors, LLC | 2,915 | $1.02K | 0.00% | −85−2.8% | Reduced |
| CKW Financial Group | 3,872 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,728 | $956 | 0.00% | −2,428−47.1% | Reduced |
| CoreCap Advisors, LLC | 2,308 | $808 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,282 | $799 | 0.00% | +1,391+156.1% | Added |
| Optiver Holding B.V. | 1,746 | $612 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,637 | $574 | 0.00% | +1,637 | New |
| US Bancorp | 1,522 | $533 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,393 | $488 | 0.00% | +1,393 | New |
| Coldstream Capital Management Inc | 1,386 | $486 | 0.00% | +1,386 | New |
| Comerica Bank | 1,200 | $420 | 0.00% | −937−43.8% | Reduced |
| Allworth Financial LP | 1,015 | $413 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,100 | $385 | 0.00% | +600+120.0% | Added |
| Rise Advisors, LLC | 1,015 | $356 | 0.00% | +1,015 | New |
| Jones Financial Companies LLLP | 817 | $319 | 0.00% | +617+308.5% | Added |
| MAI Capital Management | 750 | $263 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 750 | $263 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 700 | $245 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $176 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $175 | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 500 | $175 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 380 | $133 | 0.00% | +380 | New |
| Harbour Investments, Inc. | 356 | $125 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $105 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $93 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 230 | $81 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 203 | $71 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 200 | $71 | 0.00% | +200 | New |
| Mather Group, LLC. | 200 | $70 | 0.00% | +200 | New |
| Boston Private Wealth LLC | 200 | $70 | 0.00% | +200 | New |
| GWM Advisors LLC | 153 | $55 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 145 | $51 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 150 | $50 | 0.00% | +150 | New |
| Albion Financial Group | 135 | $48 | 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 |
| Missouri Trust & Investment Co | 55 | $19 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 40 | $14 | 0.00% | +40 | New |
| 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 |