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, Q3 2025
Institutional positions in Stem, Inc. as of Sep 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
- 85
- +4 vs. Q2 2025
- Shares held
- 1.96M
- +348.8K (+21.6%) vs. Q2 2025
- Total value
- $34.4M
- +$24.3M (+242.0%) vs. Q2 2025
- New holders
- 24
- 20 more added
- Sold out
- 20
- 20 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 395,223 | $6.92M | 0.00% | +8,468+2.2% | Added |
| Marshall Wace, LLP | 243,758 | $4.27M | 0.00% | +213,686+710.6% | Added |
| Bank of America Corp | 217,871 | $3.82M | 0.00% | +111,068+104.0% | Added |
| BlackRock, Inc. | 139,380 | $2.44M | 0.00% | −38,451−21.6% | Reduced |
| Two Sigma Investments, LP | 94,045 | $1.65M | 0.00% | +77,307+461.9% | Added |
| Susquehanna International Group, LLP | 86,989 | $1.52M | 0.00% | −13,818−13.7% | Reduced |
| Geode Capital Management, LLC | 86,425 | $1.51M | 0.00% | +1,144+1.3% | Added |
| UBS Group AG | 64,020 | $1.12M | 0.00% | −15,823−19.8% | Reduced |
| Point72 Asset Management, L.P. | 52,391 | $917.9K | 0.00% | +52,391 | New |
| Citadel Advisors LLC | 44,340 | $776.8K | 0.00% | +44,340 | New |
| Millennium Management LLC | 41,769 | $731.8K | 0.00% | −37,843−47.5% | Reduced |
| State Street Corp | 38,279 | $670.6K | 0.00% | +5,200+15.7% | Added |
| Citigroup Inc | 36,482 | $639.2K | 0.00% | −24,895−40.6% | Reduced |
| Cohen & Steers, Inc. | 31,887 | $559.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 30,069 | $526.8K | 0.00% | +30,069 | New |
| Susquehanna Portfolio Strategies, LLC | 26,781 | $469.2K | 0.01% | +26,781 | New |
| Goldman Sachs Group Inc | 25,908 | $453.9K | 0.00% | +2,279+9.6% | Added |
| Two Sigma Advisers, LP | 25,690 | $450.1K | 0.00% | +25,690 | New |
| Royal Bank of Canada | 25,561 | $448.0K | 0.00% | −300−1.2% | Reduced |
| Keyframe Capital Partners, L.P. | 25,191 | $441.3K | 1.08% | +25,191 | New |
| Morgan Stanley | 23,422 | $410.4K | 0.00% | +9,449+67.6% | Added |
| XTX Topco Ltd | 22,718 | $398.0K | 0.02% | +22,718 | New |
| Northern Trust Corp | 19,894 | $348.5K | 0.00% | +241+1.2% | Added |
| HSBC Holdings PLC | 19,191 | $331.7K | 0.00% | −2,786−12.7% | Reduced |
| HighTower Advisors, LLC | 16,244 | $284.6K | 0.00% | +17+0.1% | Added |
| Bridgeway Capital Management, LLC | 15,600 | $273.3K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 15,252 | $267.2K | 0.00% | +15,252 | New |
| BNP Paribas Arbitrage, SA | 13,810 | $242.0K | 0.00% | −10,649−43.5% | Reduced |
| Virtu Financial LLC | 12,856 | $225.0K | 0.01% | +1,279+11.0% | Added |
| Price T Rowe Associates Inc | 12,339 | $217.0K | 0.00% | −10.0% | Reduced |
| Gsa Capital Partners LLP | 11,839 | $207.0K | 0.02% | +11,839 | New |
| Sanctuary Advisors, LLC | 11,462 | $200.8K | 0.00% | +25+0.2% | Added |
| Deutsche Bank AG | 6,457 | $113.1K | 0.00% | −600−8.5% | Reduced |
| Wells Fargo & Company | 6,154 | $107.8K | 0.00% | −827−11.8% | Reduced |
| Group One Trading, L.P. | 5,309 | $93.0K | 0.00% | −19,148−78.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,287 | $57.6K | 0.01% | +3,287 | New |
| Skandinaviska Enskilda Banken AB (publ) | 3,115 | $54.6K | 0.00% | +3,115 | New |
| National Bank of Canada | 2,061 | $35.8K | 0.00% | +580+39.2% | Added |
| IFP Advisors, Inc | 1,479 | $25.9K | 0.00% | +1,066+258.1% | Added |
| The PNC Financial Services Group, Inc. | 1,195 | $20.9K | 0.00% | −30−2.4% | Reduced |
| FMR LLC | 943 | $16.5K | 0.00% | +12+1.3% | Added |
| Russell Investments Group, Ltd. | 936 | $16.4K | 0.00% | −19−2.0% | Reduced |
| Wealthspire Advisors, LLC | 723 | $12.7K | 0.00% | +723 | New |
| Advisor Group Holdings, Inc. | 743 | $12.0K | 0.00% | +324+77.3% | Added |
| CWM, LLC | 596 | $10.0K | 0.00% | −3,339−84.9% | Reduced |
| CIBC Private Wealth Group, LLC | 476 | $8.34K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 407 | $7.13K | 0.00% | +407 | New |
| JPMorgan Chase & Co | 312 | $5.47K | 0.00% | +253+428.8% | Added |
| Hurley Capital, LLC | 245 | $4.29K | 0.00% | +245 | New |
| Federation des caisses Desjardins du Quebec | 244 | $4.28K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 240 | $4.21K | 0.00% | +240 | New |
| CKW Financial Group | 192 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 200 | $3.50K | 0.00% | −2,802−93.3% | Reduced |
| Jones Financial Companies LLLP | 149 | $2.66K | 0.00% | +124+496.0% | Added |
| SBI Securities Co., Ltd. | 149 | $2.61K | 0.00% | −50−25.1% | Reduced |
| Clearstead Advisors, LLC | 145 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 115 | $2.02K | 0.00% | +112+3,733.3% | Added |
| Federated Hermes, Inc. | 98 | $1.72K | 0.00% | +98 | New |
| Newbridge Financial Services Group, Inc. | 96 | $1.68K | 0.00% | +27+39.1% | Added |
| Optiver Holding B.V. | 87 | $1.52K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 67 | $1.17K | 0.00% | −9−11.8% | Reduced |
| Allworth Financial LP | 52 | $912 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 50 | $876 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 50 | $876 | 0.00% | +50 | New |
| MAI Capital Management | 37 | $649 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 37 | $648 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 35 | $613 | 0.00% | +35 | New |
| Barclays PLC | 33 | $578 | 0.00% | −8,556−99.6% | Reduced |
| HM Payson & Co | 25 | $438 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 25 | $438 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $438 | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 25 | $438 | 0.00% | +25 | New |
| Comerica Bank | 20 | $350 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | $350 | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 11 | $193 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $175 | 0.00% | −85−89.5% | Reduced |
| Mather Group, LLC. | 10 | $175 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 8 | $140 | 0.00% | +8 | New |
| Painted Porch Advisors LLC | 7 | $123 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $115 | 0.00% | +5 | New |
| Principal Securities, Inc. | 5 | $88 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $88 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2 | $35 | 0.00% | +2 | New |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −48,446−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −43,836−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −22,394−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −15,203−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −11,847−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,541−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,203−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |