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.
| 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, 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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,500−100.0% | Sold outConverted for a 1-for-20 split |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,481−100.0% | Sold outConverted for a 1-for-20 split |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −2,971−100.0% | Sold outConverted for a 1-for-20 split |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,739−100.0% | Sold outConverted for a 1-for-20 split |
| Aries Wealth Management | 0 | $0 | 0.00% | −2,500−100.0% | Sold outConverted for a 1-for-20 split |
| SCP Investment, LP | 0 | $0 | 0.00% | −2,434−100.0% | Sold outConverted for a 1-for-20 split |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −2,431−100.0% | Sold outConverted for a 1-for-20 split |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,313−100.0% | Sold outConverted for a 1-for-20 split |
| Skaana Management L.P. | 0 | $0 | 0.00% | −2,225−100.0% | Sold outConverted for a 1-for-20 split |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,094−100.0% | Sold outConverted for a 1-for-20 split |
| Mariner, LLC | 0 | $0 | 0.00% | −2,058−100.0% | Sold outConverted for a 1-for-20 split |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −2,033−100.0% | Sold outConverted for a 1-for-20 split |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,932−100.0% | Sold outConverted for a 1-for-20 split |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold outConverted for a 1-for-20 split |
| Ethic Inc. | 0 | $0 | 0.00% | −1,951−100.0% | Sold outConverted for a 1-for-20 split |
| 360 Financial, Inc. | 0 | $0 | 0.00% | −1,745−100.0% | Sold outConverted for a 1-for-20 split |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −1,684−100.0% | Sold outConverted for a 1-for-20 split |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −1,675−100.0% | Sold outConverted for a 1-for-20 split |
| Nuveen, LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold outConverted for a 1-for-20 split |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,642−100.0% | Sold outConverted for a 1-for-20 split |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −1,606−100.0% | Sold outConverted for a 1-for-20 split |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,515−100.0% | Sold outConverted for a 1-for-20 split |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,473−100.0% | Sold outConverted for a 1-for-20 split |
| Optas, LLC | 0 | $0 | 0.00% | −1,421−100.0% | Sold outConverted for a 1-for-20 split |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −1,415−100.0% | Sold outConverted for a 1-for-20 split |
| LPL Financial LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold outConverted for a 1-for-20 split |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold outConverted for a 1-for-20 split |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,202−100.0% | Sold outConverted for a 1-for-20 split |
| Keystone Financial Group | 0 | $0 | 0.00% | −1,130−100.0% | Sold outConverted for a 1-for-20 split |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold outConverted for a 1-for-20 split |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold outConverted for a 1-for-20 split |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold outConverted for a 1-for-20 split |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −751−100.0% | Sold outConverted for a 1-for-20 split |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −847−100.0% | Sold outConverted for a 1-for-20 split |
| Baader Bank INC | 0 | $0 | 0.00% | −1,044−100.0% | Sold outConverted for a 1-for-20 split |
| Colony Group, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold outConverted for a 1-for-20 split |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold outConverted for a 1-for-20 split |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −719−100.0% | Sold outConverted for a 1-for-20 split |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −708−100.0% | Sold outConverted for a 1-for-20 split |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold outConverted for a 1-for-20 split |
| North Forty Two & Co. | 0 | $0 | 0.00% | −658−100.0% | Sold outConverted for a 1-for-20 split |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −658−100.0% | Sold outConverted for a 1-for-20 split |
| Lazari Capital Management, Inc. | 0 | $0 | 0.00% | −629−100.0% | Sold outConverted for a 1-for-20 split |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold outConverted for a 1-for-20 split |
| Blair William & Co | 0 | $0 | 0.00% | −593−100.0% | Sold outConverted for a 1-for-20 split |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold outConverted for a 1-for-20 split |
| Chickasaw Capital Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold outConverted for a 1-for-20 split |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −559−100.0% | Sold outConverted for a 1-for-20 split |
| Claro Advisors LLC | 0 | $0 | 0.00% | −557−100.0% | Sold outConverted for a 1-for-20 split |
| Prudential Financial Inc | 0 | $0 | 0.00% | −556−100.0% | Sold outConverted for a 1-for-20 split |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold outConverted for a 1-for-20 split |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −551−100.0% | Sold outConverted for a 1-for-20 split |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −550−100.0% | Sold outConverted for a 1-for-20 split |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −500−100.0% | Sold outConverted for a 1-for-20 split |
| Clarity Capital Partners LLC | 0 | $0 | 0.00% | −500−100.0% | Sold outConverted for a 1-for-20 split |
| Amalgamated Bank | 0 | $0 | 0.00% | −263−100.0% | Sold outConverted for a 1-for-20 split |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold outConverted for a 1-for-20 split |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold outConverted for a 1-for-20 split |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −69−100.0% | Sold outConverted for a 1-for-20 split |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold outConverted for a 1-for-20 split |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −35−100.0% | Sold outConverted for a 1-for-20 split |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold outConverted for a 1-for-20 split |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold outConverted for a 1-for-20 split |
| Bank of Montreal | 0 | $0 | 0.00% | −10−100.0% | Sold outConverted for a 1-for-20 split |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold outConverted for a 1-for-20 split |
| Mather Group, LLC. | 0 | $0 | 0.00% | −10−100.0% | Sold outConverted for a 1-for-20 split |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10−100.0% | Sold outConverted for a 1-for-20 split |
| GWM Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold outConverted for a 1-for-20 split |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold outConverted for a 1-for-20 split |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −3−100.0% | Sold outConverted for a 1-for-20 split |
| Pilgrim Partners Asia Pte Ltd | – | – | – | – | Not filed |