Skip to main content
Livermore
Livermore
ZHEN

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
1.61M
−692.9K (−30.0%) vs. Q1 2025Converted for a 1-for-20 split
Total value
$10.1M
−$6.12M (−37.8%) vs. Q1 2025
New holders
16
14 more added
Sold out
89
40 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.

Institutional holdersQ2 2025: 81 institutions
Q1 2021: 6 institutionsQ2 2021: 189 institutionsQ3 2021: 176 institutionsQ4 2021: 207 institutionsQ1 2022: 192 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 235 institutionsQ1 2023: 228 institutionsQ2 2023: 227 institutionsQ3 2023: 228 institutionsQ4 2023: 225 institutionsQ1 2024: 211 institutionsQ2 2024: 183 institutionsQ3 2024: 150 institutionsQ4 2024: 142 institutionsQ1 2025: 155 institutionsQ2 2025: 81 institutionsQ3 2025: 85 institutionsQ4 2025: 86 institutionsQ1 2026: 75 institutionsQ2 2026: 72 institutions
Value heldQ2 2025: $10.1M
Q1 2021: $45.1MQ2 2021: $2.12BQ3 2021: $1.41BQ4 2021: $1.46BQ1 2022: $849.4MQ2 2022: $581.9MQ3 2022: $1.10BQ4 2022: $819.1MQ1 2023: $547.9MQ2 2023: $592.9MQ3 2023: $460.1MQ4 2023: $380.9MQ1 2024: $212.2MQ2 2024: $88.6MQ3 2024: $19.8MQ4 2024: $30.9MQ1 2025: $16.2MQ2 2025: $10.1MQ3 2025: $34.4MQ4 2025: $27.9MQ1 2026: $17.4MQ2 2026: $17.2M
Institutions holding STEM and their total value by quarter
QuarterHoldersValue
Q2 202672$17.2M
Q1 202675$17.4M
Q4 202586$27.9M
Q3 202585$34.4M
Q2 202581$10.1M
Q1 2025155$16.2M
Q4 2024142$30.9M
Q3 2024150$19.8M
Q2 2024183$88.6M
Q1 2024211$212.2M
Q4 2023225$380.9M
Q3 2023228$460.1M
Q2 2023227$592.9M
Q1 2023228$547.9M
Q4 2022235$819.1M
Q3 2022220$1.10B
Q2 2022204$581.9M
Q1 2022192$849.4M
Q4 2021207$1.46B
Q3 2021176$1.41B
Q2 2021189$2.12B
Q1 20216$45.1M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2025.

Institutions holding STEM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Smallwood Wealth Investment Management, LLC2$120.00%00.0%UnchangedConverted for a 1-for-20 split
Murphy & Mullick Capital Management Corp1$130.00%+1New
Harbour Investments, Inc.3$190.00%−15−83.1%ReducedConverted for a 1-for-20 split
Sunbelt Securities, Inc.35$210.00%+35New
Steward Partners Investment Advisory, LLC5$310.00%00.0%UnchangedConverted for a 1-for-20 split
Principal Securities, Inc.5$310.00%+5New
True Wealth Design, LLC5$320.00%−77−93.9%ReducedConverted for a 1-for-20 split
Kiker Wealth Management, LLC6$370.00%+6New
Albion Financial Group6$380.00%−1−11.1%ReducedConverted for a 1-for-20 split
Painted Porch Advisors LLC7$440.00%−0−3.4%ReducedConverted for a 1-for-20 split
ORG Wealth Partners, LLC7$440.00%−1−6.7%ReducedConverted for a 1-for-20 split
Rhumbline Advisers10$620.00%−10,676−99.9%ReducedConverted for a 1-for-20 split
Mount Yale Investment Advisors, LLC10$620.00%+10New
Danske Bank A/S11$690.00%+11New
Dogwood Wealth Management LLC11$990.00%−1−4.3%ReducedConverted for a 1-for-20 split
Comerica Bank20$1250.00%−40−66.7%ReducedConverted for a 1-for-20 split
CoreCap Advisors, LLC25$1560.00%−90−78.3%ReducedConverted for a 1-for-20 split
HM Payson & Co25$1560.00%00.0%UnchangedConverted for a 1-for-20 split
Northwestern Mutual Wealth Management Co25$1560.00%00.0%UnchangedConverted for a 1-for-20 split
Jones Financial Companies LLLP25$1610.00%−16−38.8%ReducedConverted for a 1-for-20 split
Essential Partners LLC28$1740.00%+28New
Caitong International Asset Management Co., Ltd33$2060.00%+33New
MAI Capital Management37$2310.00%−1−1.3%ReducedConverted for a 1-for-20 split
Strategic Investment Solutions, Inc.37$2310.00%−1−1.3%ReducedConverted for a 1-for-20 split
Legal & General Group Plc39$2430.00%−602−93.9%ReducedConverted for a 1-for-20 split
IFP Advisors, Inc413$2830.00%+408+8,160.0%AddedConverted for a 1-for-20 split
Fortitude Family Office, LLC46$2870.00%+46New
Nisa Investment Advisors, LLC50$3120.00%−5−9.1%ReducedConverted for a 1-for-20 split
Allworth Financial LP52$3240.00%+1+2.5%AddedConverted for a 1-for-20 split
JPMorgan Chase & Co59$3680.00%−3,531−98.4%ReducedConverted for a 1-for-20 split
Newbridge Financial Services Group, Inc.69$4300.00%+69New
US Bancorp76$4730.00%00.0%UnchangedConverted for a 1-for-20 split
Optiver Holding B.V.87$5420.00%00.0%UnchangedConverted for a 1-for-20 split
EverSource Wealth Advisors, LLC95$5920.00%−19−16.7%ReducedConverted for a 1-for-20 split
Clearstead Advisors, LLC145$9040.00%−1−0.5%ReducedConverted for a 1-for-20 split
CKW Financial Group192$1.00K0.00%−2−0.8%ReducedConverted for a 1-for-20 split
SBI Securities Co., Ltd.199$1.24K0.00%+24+13.5%AddedConverted for a 1-for-20 split
Federation des caisses Desjardins du Quebec244$1.52K0.00%00.0%UnchangedConverted for a 1-for-20 split
Advisor Group Holdings, Inc.419$2.60K0.00%−125−23.0%ReducedConverted for a 1-for-20 split
CIBC Private Wealth Group, LLC476$2.96K0.00%00.0%UnchangedConverted for a 1-for-20 split
FMR LLC931$5.80K0.00%−325−25.9%ReducedConverted for a 1-for-20 split
Russell Investments Group, Ltd.955$5.95K0.00%+936+4,926.3%AddedConverted for a 1-for-20 split
The PNC Financial Services Group, Inc.1,225$7.63K0.00%−59−4.6%ReducedConverted for a 1-for-20 split
National Bank of Canada1,481$9.23K0.00%−26−1.7%ReducedConverted for a 1-for-20 split
Raymond James Financial Inc1,651$10.3K0.00%+348+26.7%AddedConverted for a 1-for-20 split
Tower Research Capital LLC (TRC)3,002$18.7K0.00%+1,410+88.6%AddedConverted for a 1-for-20 split
CWM, LLC3,935$25.0K0.00%−561−12.5%ReducedConverted for a 1-for-20 split
Wells Fargo & Company6,981$43.5K0.00%−8,362−54.5%ReducedConverted for a 1-for-20 split
Deutsche Bank AG7,057$44.0K0.00%−14,152−66.7%ReducedConverted for a 1-for-20 split
Barclays PLC8,589$53.5K0.00%−642−7.0%ReducedConverted for a 1-for-20 split
HRT Financial LP11,203$69.0K0.00%+11,203New
Sanctuary Advisors, LLC11,437$71.3K0.00%00.0%UnchangedConverted for a 1-for-20 split
Axq Capital, LP11,541$71.9K0.02%+11,541New
Virtu Financial LLC11,577$72.0K0.00%+11,577New
Rock Point Advisors, LLC11,847$73.8K0.02%−15,618−56.9%ReducedConverted for a 1-for-20 split
Price T Rowe Associates Inc12,340$77.0K0.00%−3,380−21.5%ReducedConverted for a 1-for-20 split
Morgan Stanley13,973$87.1K0.00%−10,985−44.0%ReducedConverted for a 1-for-20 split
Jain Global LLC15,203$94.7K0.00%+15,203New
Bridgeway Capital Management, LLC15,600$97.2K0.00%+15,600New
HighTower Advisors, LLC16,227$101.1K0.00%−251−1.5%ReducedConverted for a 1-for-20 split
Two Sigma Investments, LP16,738$104.3K0.00%+6,332+60.8%AddedConverted for a 1-for-20 split
Northern Trust Corp19,653$122.4K0.00%−42,394−68.3%ReducedConverted for a 1-for-20 split
HSBC Holdings PLC21,977$136.9K0.00%−21,687−49.7%ReducedConverted for a 1-for-20 split
Lido Advisors, LLC22,394$139.5K0.00%−30,645−57.8%ReducedConverted for a 1-for-20 split
Goldman Sachs Group Inc23,629$147.2K0.00%+4,020+20.5%AddedConverted for a 1-for-20 split
Group One Trading, L.P.24,457$152.4K0.00%−9,706−28.4%ReducedConverted for a 1-for-20 split
BNP Paribas Arbitrage, SA24,459$152.4K0.00%−5,883−19.4%ReducedConverted for a 1-for-20 split
Royal Bank of Canada25,861$161.0K0.00%+134+0.5%AddedConverted for a 1-for-20 split
Marshall Wace, LLP30,072$187.3K0.00%+30,072New
Cohen & Steers, Inc.31,887$199.0K0.00%00.0%UnchangedConverted for a 1-for-20 split
State Street Corp33,079$206.1K0.00%−119,368−78.3%ReducedConverted for a 1-for-20 split
Jane Street Group, LLC43,836$273.1K0.00%+28,743+190.4%AddedConverted for a 1-for-20 split
AQR Capital Management LLC48,446$301.8K0.00%−25,694−34.7%ReducedConverted for a 1-for-20 split
Citigroup Inc61,377$382.4K0.00%+19,423+46.3%AddedConverted for a 1-for-20 split
Millennium Management LLC79,612$496.0K0.00%+78,209+5,576.2%AddedConverted for a 1-for-20 split
UBS Group AG79,843$497.4K0.00%00.0%UnchangedConverted for a 1-for-20 split
Geode Capital Management, LLC85,281$531.5K0.00%−100,446−54.1%ReducedConverted for a 1-for-20 split
Susquehanna International Group, LLP100,807$628.0K0.00%+57,239+131.4%AddedConverted for a 1-for-20 split
Bank of America Corp106,803$665.4K0.00%+100,895+1,707.8%AddedConverted for a 1-for-20 split
BlackRock, Inc.177,831$1.11M0.00%−377,363−68.0%ReducedConverted for a 1-for-20 split
Vanguard Group Inc386,755$2.41M0.00%−44,012−10.2%ReducedConverted for a 1-for-20 split
Charles Schwab Investment Management Inc0$00.00%−22,203−100.0%Sold outConverted for a 1-for-20 split
Bank of New York Mellon Corp0$00.00%−21,879−100.0%Sold outConverted for a 1-for-20 split
Alliancebernstein L.P.0$00.00%−13,718−100.0%Sold outConverted for a 1-for-20 split
XTX Topco Ltd0$00.00%−11,522−100.0%Sold outConverted for a 1-for-20 split
Nomura Holdings Inc0$00.00%−11,441−100.0%Sold outConverted for a 1-for-20 split
Invesco Ltd.0$00.00%−11,088−100.0%Sold outConverted for a 1-for-20 split
Cetera Investment Advisers0$00.00%−8,763−100.0%Sold outConverted for a 1-for-20 split
Electron Capital Partners, LLC0$00.00%−8,170−100.0%Sold outConverted for a 1-for-20 split
JustInvest LLC0$00.00%−8,018−100.0%Sold outConverted for a 1-for-20 split
Ieq Capital, LLC0$00.00%−6,657−100.0%Sold outConverted for a 1-for-20 split
GWN Securities Inc.0$00.00%−4,039−100.0%Sold outConverted for a 1-for-20 split
Skandinaviska Enskilda Banken AB (publ)0$00.00%−6,158−100.0%Sold outConverted for a 1-for-20 split
Intech Investment Management LLC0$00.00%−4,680−100.0%Sold outConverted for a 1-for-20 split
Tudor Investment Corp Et Al0$00.00%−4,580−100.0%Sold outConverted for a 1-for-20 split
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−4,550−100.0%Sold outConverted for a 1-for-20 split
Baird Financial Group, Inc.0$00.00%−4,458−100.0%Sold outConverted for a 1-for-20 split
Cerity Partners LLC0$00.00%−4,133−100.0%Sold outConverted for a 1-for-20 split
Balyasny Asset Management LLC0$00.00%−3,862−100.0%Sold outConverted for a 1-for-20 split
Corebridge Financial, Inc.0$00.00%−3,719−100.0%Sold outConverted for a 1-for-20 split