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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 2 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.

Q2 2025 vs. Q1 2025

How the institutions holding Stem, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of STEM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders155181−73
SharesConverted for a 1-for-20 split2.31M251.61M−692.9K (−30.0%)
Value$16.2M$175$10.1M−$6.12M (−37.8%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (16)

Institutions that held Stem, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to STEM in Q2 2025
InstitutionSharesValue% of portfolio
Marshall Wace, LLP30,072$187.3K0.00%
Bridgeway Capital Management, LLC15,600$97.2K0.00%
Jain Global LLC15,203$94.7K0.00%
Virtu Financial LLC11,577$72.0K0.00%
Axq Capital, LP11,541$71.9K0.02%
HRT Financial LP11,203$69.0K0.00%
Newbridge Financial Services Group, Inc.69$4300.00%
Fortitude Family Office, LLC46$2870.00%
Caitong International Asset Management Co., Ltd33$2060.00%
Essential Partners LLC28$1740.00%
Danske Bank A/S11$690.00%
Mount Yale Investment Advisors, LLC10$620.00%
Kiker Wealth Management, LLC6$370.00%
Principal Securities, Inc.5$310.00%
Sunbelt Securities, Inc.35$210.00%
Murphy & Mullick Capital Management Corp1$130.00%

Sold out (89)

Institutions that held Stem, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of STEM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Charles Schwab Investment Management Inc444,053$155.6K
Bank of New York Mellon Corp437,581$153.3K
Alliancebernstein L.P.274,368$96.1K
XTX Topco Ltd230,443$80.7K
Nomura Holdings Inc228,814$80.2K
Invesco Ltd.221,763$77.7K
Cetera Investment Advisers175,250$61.4K
Electron Capital Partners, LLC163,390$57.2K
JustInvest LLC160,359$56.2K
Ieq Capital, LLC133,139$46.6K
GWN Securities Inc.80,774$44.9K
Skandinaviska Enskilda Banken AB (publ)123,164$43.1K
Intech Investment Management LLC93,598$32.8K
Tudor Investment Corp Et Al91,608$32.1K
Mirae Asset Global ETFs Holdings Ltd.91,000$31.9K
Baird Financial Group, Inc.89,157$31.2K
Cerity Partners LLC82,666$29.0K
Balyasny Asset Management LLC77,234$27.1K
Corebridge Financial, Inc.74,374$26.1K
Money Concepts Capital Corp70,000$24.5K
Wealth Enhancement Advisory Services, LLC69,610$24.4K
New York State Common Retirement Fund59,423$20.8K
SG Americas Securities, LLC54,779$19.0K
Aries Wealth Management50,000$17.5K
SCP Investment, LP48,688$17.1K
AlTi Global, Inc.48,621$17.0K
Integrated Wealth Concepts LLC46,268$16.2K
Skaana Management L.P.44,504$15.6K
Pallas Capital Advisors LLC41,871$14.7K
Mariner, LLC41,168$14.4K
State Board of Administration of Florida Retirement System40,660$14.2K
Engineers Gate Manager LP38,649$13.5K
Kestra Private Wealth Services, LLC38,500$13.5K
Ethic Inc.39,019$13.2K
360 Financial, Inc.34,907$12.2K
CIBC World Markets Corp33,686$11.8K
CIBC World Markets Inc.33,500$11.7K
Nuveen, LLC33,249$11.6K
ProShare Advisors LLC32,834$11.5K
Police & Firemen's Retirement System of New Jersey32,110$11.2K
Captrust Financial Advisors30,304$10.6K
HB Wealth Management, LLC29,464$10.3K
Optas, LLC28,413$9.95K
Huntleigh Advisors, Inc.28,300$9.91K
LPL Financial LLC27,190$9.53K
Commonwealth Equity Services, LLC24,365$9.00K
Cambridge Investment Research Advisors, Inc.24,035$8.00K
Keystone Financial Group22,600$7.92K
CI Private Wealth, LLC20,000$7.01K
Two Sigma Securities, LLC19,164$6.71K
Merit Financial Group, LLC18,993$6.65K
Fidelis Capital Partners, LLC15,014$6.24K
HBK Sorce Advisory LLC16,933$5.93K
Baader Bank INC20,881$5.78K
Colony Group, LLC14,913$5.22K
MTM Investment Management, LLC15,000$5.07K
Wealthspire Advisors, LLC14,376$5.04K
Ameritas Investment Partners, Inc.14,154$4.96K
National Asset Management, Inc.13,500$4.73K
North Forty Two & Co.13,153$4.61K
Proficio Capital Partners LLC13,153$4.61K
Lazari Capital Management, Inc.12,574$4.41K
Deuterium Capital Management, LLC12,000$4.20K
Blair William & Co11,865$4.16K
Wolverine Trading, LLC10,587$4.13K
Chickasaw Capital Management LLC10,000$4.00K
Maridea Wealth Management LLC11,185$3.92K
Claro Advisors LLC11,145$3.90K
Prudential Financial Inc11,110$3.89K
IHT Wealth Management, LLC11,051$3.87K
Principal Financial Group Inc11,021$3.86K
California State Teachers Retirement System11,000$3.85K
Johnson Investment Counsel Inc10,000$3.50K
Clarity Capital Partners LLC10,000$3.50K
Amalgamated Bank5,250$2.00K
Sterling Capital Management LLC2,728$956
GHP Investment Advisors, Inc.1,393$488
Coldstream Capital Management Inc1,386$486
Rise Advisors, LLC1,015$356
Bryn Mawr Trust Co700$245
PSI Advisors, LLC300$105
Glen Eagle Advisors, LLC265$93
Bank of Montreal203$71
Legacy Wealth Managment, LLC200$71
Mather Group, LLC.200$70
Boston Private Wealth LLC200$70
GWM Advisors LLC153$55
Sound Income Strategies, LLC100$35
Missouri Trust & Investment Co55$19

Not filed for Q2 2025 yet (1)

Institutions that held Stem, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Pilgrim Partners Asia Pte Ltd500$175