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, Q2 2025
Institutional positions in Stem, Inc. as of Jun 30, 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
- 81
- −73 vs. Q1 2025
- Shares held
- 1.64M
- −44.5M (−96.4%) vs. Q1 2025
- Total value
- $10.2M
- −$5.96M (−36.8%) vs. Q1 2025
- New holders
- 16
- 3 more added
- Sold out
- 89
- 62 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $28.3M |
| Q3 2025 | 85 | $34.5M |
| Q2 2025 | 81 | $10.2M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $58.9M |
| Q2 2024 | 183 | $88.7M |
| Q1 2024 | 211 | $219.0M |
| Q4 2023 | 224 | $387.7M |
| Q3 2023 | 227 | $460.8M |
| Q2 2023 | 227 | $609.0M |
| Q1 2023 | 228 | $790.7M |
| Q4 2022 | 235 | $819.2M |
| Q3 2022 | 220 | $1.12B |
| Q2 2022 | 204 | $584.1M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.47B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 386,755 | $2.41M | 0.00% | −8,228,589−95.5% | Reduced |
| BlackRock, Inc. | 177,831 | $1.11M | 0.00% | −10,926,041−98.4% | Reduced |
| Bank of America Corp | 106,803 | $665.4K | 0.00% | −11,352−9.6% | Reduced |
| Susquehanna International Group, LLP | 100,807 | $628.0K | 0.00% | −770,554−88.4% | Reduced |
| Geode Capital Management, LLC | 85,281 | $531.5K | 0.00% | −3,629,262−97.7% | Reduced |
| UBS Group AG | 79,843 | $497.4K | 0.00% | −1,524,676−95.0% | Reduced |
| Millennium Management LLC | 79,612 | $496.0K | 0.00% | +51,561+183.8% | Added |
| Citigroup Inc | 61,377 | $382.4K | 0.00% | −777,711−92.7% | Reduced |
| Royal Bank of Canada | 51,722 | $322.0K | 0.00% | −462,816−89.9% | Reduced |
| AQR Capital Management LLC | 48,446 | $301.8K | 0.00% | −1,434,344−96.7% | Reduced |
| Jane Street Group, LLC | 43,836 | $273.1K | 0.00% | −258,026−85.5% | Reduced |
| State Street Corp | 33,079 | $206.1K | 0.00% | −3,015,862−98.9% | Reduced |
| Cohen & Steers, Inc. | 31,887 | $199.0K | 0.00% | −605,863−95.0% | Reduced |
| Marshall Wace, LLP | 30,072 | $187.3K | 0.00% | +30,072 | New |
| BNP Paribas Arbitrage, SA | 24,459 | $152.4K | 0.00% | −582,383−96.0% | Reduced |
| Group One Trading, L.P. | 24,457 | $152.4K | 0.00% | −658,812−96.4% | Reduced |
| Goldman Sachs Group Inc | 23,629 | $147.2K | 0.00% | −368,552−94.0% | Reduced |
| Lido Advisors, LLC | 22,394 | $139.5K | 0.00% | −1,038,378−97.9% | Reduced |
| HSBC Holdings PLC | 21,977 | $136.9K | 0.00% | −851,305−97.5% | Reduced |
| Northern Trust Corp | 19,653 | $122.4K | 0.00% | −1,221,278−98.4% | Reduced |
| Two Sigma Investments, LP | 16,738 | $104.3K | 0.00% | −191,391−92.0% | Reduced |
| HighTower Advisors, LLC | 16,227 | $101.1K | 0.00% | −313,334−95.1% | Reduced |
| Bridgeway Capital Management, LLC | 15,600 | $97.2K | 0.00% | +15,600 | New |
| Jain Global LLC | 15,203 | $94.7K | 0.00% | +15,203 | New |
| Morgan Stanley | 13,973 | $87.1K | 0.00% | −485,192−97.2% | Reduced |
| Price T Rowe Associates Inc | 12,340 | $77.0K | 0.00% | −302,057−96.1% | Reduced |
| Rock Point Advisors, LLC | 11,847 | $73.8K | 0.02% | −537,443−97.8% | Reduced |
| Virtu Financial LLC | 11,577 | $72.0K | 0.00% | +11,577 | New |
| Axq Capital, LP | 11,541 | $71.9K | 0.02% | +11,541 | New |
| Sanctuary Advisors, LLC | 11,437 | $71.3K | 0.00% | −217,402−95.0% | Reduced |
| HRT Financial LP | 11,203 | $69.0K | 0.00% | +11,203 | New |
| Barclays PLC | 8,589 | $53.5K | 0.00% | −176,031−95.3% | Reduced |
| Deutsche Bank AG | 7,057 | $44.0K | 0.00% | −417,132−98.3% | Reduced |
| Wells Fargo & Company | 6,981 | $43.5K | 0.00% | −299,882−97.7% | Reduced |
| CWM, LLC | 3,935 | $25.0K | 0.00% | −85,978−95.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,002 | $18.7K | 0.00% | −28,832−90.6% | Reduced |
| Raymond James Financial Inc | 1,651 | $10.3K | 0.00% | −24,413−93.7% | Reduced |
| National Bank of Canada | 1,481 | $9.23K | 0.00% | −28,659−95.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,225 | $7.63K | 0.00% | −24,455−95.2% | Reduced |
| Russell Investments Group, Ltd. | 955 | $5.95K | 0.00% | +575+151.3% | Added |
| FMR LLC | 931 | $5.80K | 0.00% | −24,187−96.3% | Reduced |
| CIBC Private Wealth Group, LLC | 476 | $2.96K | 0.00% | −9,046−95.0% | Reduced |
| Advisor Group Holdings, Inc. | 419 | $2.60K | 0.00% | −10,467−96.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 244 | $1.52K | 0.00% | −4,641−95.0% | Reduced |
| SBI Securities Co., Ltd. | 199 | $1.24K | 0.00% | −3,308−94.3% | Reduced |
| CKW Financial Group | 192 | $1.00K | 0.00% | −3,680−95.0% | Reduced |
| Clearstead Advisors, LLC | 145 | $904 | 0.00% | −2,770−95.0% | Reduced |
| EverSource Wealth Advisors, LLC | 95 | $592 | 0.00% | −2,187−95.8% | Reduced |
| Optiver Holding B.V. | 87 | $542 | 0.00% | −1,659−95.0% | Reduced |
| US Bancorp | 76 | $473 | 0.00% | −1,446−95.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 69 | $430 | 0.00% | +69 | New |
| JPMorgan Chase & Co | 59 | $368 | 0.00% | −71,734−99.9% | Reduced |
| Allworth Financial LP | 52 | $324 | 0.00% | −963−94.9% | Reduced |
| Nisa Investment Advisors, LLC | 50 | $312 | 0.00% | −1,050−95.5% | Reduced |
| Fortitude Family Office, LLC | 46 | $287 | 0.00% | +46 | New |
| IFP Advisors, Inc | 413 | $283 | 0.00% | +313+313.0% | Added |
| Legal & General Group Plc | 39 | $243 | 0.00% | −12,774−99.7% | Reduced |
| MAI Capital Management | 37 | $231 | 0.00% | −713−95.1% | Reduced |
| Strategic Investment Solutions, Inc. | 37 | $231 | 0.00% | −713−95.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 33 | $206 | 0.00% | +33 | New |
| Essential Partners LLC | 28 | $174 | 0.00% | +28 | New |
| Jones Financial Companies LLLP | 25 | $161 | 0.00% | −792−96.9% | Reduced |
| CoreCap Advisors, LLC | 25 | $156 | 0.00% | −2,283−98.9% | Reduced |
| HM Payson & Co | 25 | $156 | 0.00% | −475−95.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 25 | $156 | 0.00% | −475−95.0% | Reduced |
| Comerica Bank | 20 | $125 | 0.00% | −1,180−98.3% | Reduced |
| Dogwood Wealth Management LLC | 11 | $99 | 0.00% | −219−95.2% | Reduced |
| Danske Bank A/S | 11 | $69 | 0.00% | +11 | New |
| Rhumbline Advisers | 10 | $62 | 0.00% | −213,700−100.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 10 | $62 | 0.00% | +10 | New |
| Painted Porch Advisors LLC | 7 | $44 | 0.00% | −138−95.2% | Reduced |
| ORG Wealth Partners, LLC | 7 | $44 | 0.00% | −143−95.3% | Reduced |
| Albion Financial Group | 6 | $38 | 0.00% | −129−95.6% | Reduced |
| Kiker Wealth Management, LLC | 6 | $37 | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $32 | 0.00% | −1,632−99.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5 | $31 | 0.00% | −95−95.0% | Reduced |
| Principal Securities, Inc. | 5 | $31 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 35 | $21 | 0.00% | +35 | New |
| Harbour Investments, Inc. | 3 | $19 | 0.00% | −353−99.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 1 | $13 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $12 | 0.00% | −38−95.0% | Reduced |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −444,053−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −437,581−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −274,368−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −230,443−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −228,814−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −221,763−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −175,250−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −163,390−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −160,359−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −133,139−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −80,774−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −123,164−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −93,598−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −91,608−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −89,157−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −82,666−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −77,234−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −74,374−100.0% | Sold out |