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 | $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, 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 |
|---|---|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2 | $35 | 0.00% | +2 | New |
| Principal Securities, Inc. | 5 | $88 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $88 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $115 | 0.00% | +5 | New |
| ORG Wealth Partners, LLC | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 7 | $123 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $140 | 0.00% | +8 | New |
| EverSource Wealth Advisors, LLC | 10 | $175 | 0.00% | −85−89.5% | Reduced |
| Mather Group, LLC. | 10 | $175 | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 11 | $193 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Barclays PLC | 33 | $578 | 0.00% | −8,556−99.6% | Reduced |
| Bryn Mawr Trust Co | 35 | $613 | 0.00% | +35 | New |
| Strategic Investment Solutions, Inc. | 37 | $648 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 37 | $649 | 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 |
| Allworth Financial LP | 52 | $912 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 67 | $1.17K | 0.00% | −9−11.8% | Reduced |
| Optiver Holding B.V. | 87 | $1.52K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 96 | $1.68K | 0.00% | +27+39.1% | Added |
| Federated Hermes, Inc. | 98 | $1.72K | 0.00% | +98 | New |
| Harbour Investments, Inc. | 115 | $2.02K | 0.00% | +112+3,733.3% | Added |
| Clearstead Advisors, LLC | 145 | $2.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 149 | $2.61K | 0.00% | −50−25.1% | Reduced |
| Jones Financial Companies LLLP | 149 | $2.66K | 0.00% | +124+496.0% | Added |
| Tower Research Capital LLC (TRC) | 200 | $3.50K | 0.00% | −2,802−93.3% | Reduced |
| CKW Financial Group | 192 | $4.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 240 | $4.21K | 0.00% | +240 | New |
| Federation des caisses Desjardins du Quebec | 244 | $4.28K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 245 | $4.29K | 0.00% | +245 | New |
| JPMorgan Chase & Co | 312 | $5.47K | 0.00% | +253+428.8% | Added |
| Rockefeller Capital Management L.P. | 407 | $7.13K | 0.00% | +407 | New |
| CIBC Private Wealth Group, LLC | 476 | $8.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 596 | $10.0K | 0.00% | −3,339−84.9% | Reduced |
| Advisor Group Holdings, Inc. | 743 | $12.0K | 0.00% | +324+77.3% | Added |
| Wealthspire Advisors, LLC | 723 | $12.7K | 0.00% | +723 | New |
| Russell Investments Group, Ltd. | 936 | $16.4K | 0.00% | −19−2.0% | Reduced |
| FMR LLC | 943 | $16.5K | 0.00% | +12+1.3% | Added |
| The PNC Financial Services Group, Inc. | 1,195 | $20.9K | 0.00% | −30−2.4% | Reduced |
| IFP Advisors, Inc | 1,479 | $25.9K | 0.00% | +1,066+258.1% | Added |
| National Bank of Canada | 2,061 | $35.8K | 0.00% | +580+39.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 3,115 | $54.6K | 0.00% | +3,115 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,287 | $57.6K | 0.01% | +3,287 | New |
| Group One Trading, L.P. | 5,309 | $93.0K | 0.00% | −19,148−78.3% | Reduced |
| Wells Fargo & Company | 6,154 | $107.8K | 0.00% | −827−11.8% | Reduced |
| Deutsche Bank AG | 6,457 | $113.1K | 0.00% | −600−8.5% | Reduced |
| Sanctuary Advisors, LLC | 11,462 | $200.8K | 0.00% | +25+0.2% | Added |
| Gsa Capital Partners LLP | 11,839 | $207.0K | 0.02% | +11,839 | New |
| Price T Rowe Associates Inc | 12,339 | $217.0K | 0.00% | −10.0% | Reduced |
| Virtu Financial LLC | 12,856 | $225.0K | 0.01% | +1,279+11.0% | Added |
| BNP Paribas Arbitrage, SA | 13,810 | $242.0K | 0.00% | −10,649−43.5% | Reduced |
| Nomura Holdings Inc | 15,252 | $267.2K | 0.00% | +15,252 | New |
| Bridgeway Capital Management, LLC | 15,600 | $273.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,244 | $284.6K | 0.00% | +17+0.1% | Added |
| HSBC Holdings PLC | 19,191 | $331.7K | 0.00% | −2,786−12.7% | Reduced |
| Northern Trust Corp | 19,894 | $348.5K | 0.00% | +241+1.2% | Added |
| XTX Topco Ltd | 22,718 | $398.0K | 0.02% | +22,718 | New |
| Morgan Stanley | 23,422 | $410.4K | 0.00% | +9,449+67.6% | Added |
| Keyframe Capital Partners, L.P. | 25,191 | $441.3K | 1.08% | +25,191 | New |
| Royal Bank of Canada | 25,561 | $448.0K | 0.00% | −300−1.2% | Reduced |
| Two Sigma Advisers, LP | 25,690 | $450.1K | 0.00% | +25,690 | New |
| Goldman Sachs Group Inc | 25,908 | $453.9K | 0.00% | +2,279+9.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 26,781 | $469.2K | 0.01% | +26,781 | New |
| Walleye Capital LLC | 30,069 | $526.8K | 0.00% | +30,069 | New |
| Cohen & Steers, Inc. | 31,887 | $559.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 36,482 | $639.2K | 0.00% | −24,895−40.6% | Reduced |
| State Street Corp | 38,279 | $670.6K | 0.00% | +5,200+15.7% | Added |
| Millennium Management LLC | 41,769 | $731.8K | 0.00% | −37,843−47.5% | Reduced |
| Citadel Advisors LLC | 44,340 | $776.8K | 0.00% | +44,340 | New |
| Point72 Asset Management, L.P. | 52,391 | $917.9K | 0.00% | +52,391 | New |
| UBS Group AG | 64,020 | $1.12M | 0.00% | −15,823−19.8% | Reduced |
| Geode Capital Management, LLC | 86,425 | $1.51M | 0.00% | +1,144+1.3% | Added |
| Susquehanna International Group, LLP | 86,989 | $1.52M | 0.00% | −13,818−13.7% | Reduced |
| Two Sigma Investments, LP | 94,045 | $1.65M | 0.00% | +77,307+461.9% | Added |
| BlackRock, Inc. | 139,380 | $2.44M | 0.00% | −38,451−21.6% | Reduced |
| Bank of America Corp | 217,871 | $3.82M | 0.00% | +111,068+104.0% | Added |
| Marshall Wace, LLP | 243,758 | $4.27M | 0.00% | +213,686+710.6% | Added |
| Vanguard Group Inc | 395,223 | $6.92M | 0.00% | +8,468+2.2% | Added |
| 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 |