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

13F holders, Q4 2025

Institutional positions in Stem, Inc. as of Dec 31, 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
86
+2 vs. Q3 2025
Shares held
1.85M
−106.5K (−5.4%) vs. Q3 2025
Total value
$27.9M
−$6.43M (−18.7%) vs. Q3 2025
New holders
20
18 more added
Sold out
18
25 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 86 institutions
Q1 2021: 5 institutionsQ2 2021: 170 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: 227 institutionsQ4 2023: 224 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 heldQ4 2025: $28.3M
Q1 2021: $35.1MQ2 2021: $1.89BQ3 2021: $1.41BQ4 2021: $1.47BQ1 2022: $849.4MQ2 2022: $584.1MQ3 2022: $1.12BQ4 2022: $819.2MQ1 2023: $790.7MQ2 2023: $609.0MQ3 2023: $460.8MQ4 2023: $387.7MQ1 2024: $219.0MQ2 2024: $88.7MQ3 2024: $58.9MQ4 2024: $30.9MQ1 2025: $16.2MQ2 2025: $10.2MQ3 2025: $34.5MQ4 2025: $28.3MQ1 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$28.3M
Q3 202585$34.5M
Q2 202581$10.2M
Q1 2025155$16.2M
Q4 2024142$30.9M
Q3 2024150$58.9M
Q2 2024183$88.7M
Q1 2024211$219.0M
Q4 2023224$387.7M
Q3 2023227$460.8M
Q2 2023227$609.0M
Q1 2023228$790.7M
Q4 2022235$819.2M
Q3 2022220$1.12B
Q2 2022204$584.1M
Q1 2022192$849.4M
Q4 2021207$1.47B
Q3 2021176$1.41B
Q2 2021170$1.89B
Q1 20215$35.1M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q3 2025.

Institutions holding STEM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc396,383$5.97M0.00%+1,160+0.3%Added
Marshall Wace, LLP167,247$2.52M0.00%−76,511−31.4%Reduced
BlackRock, Inc.138,177$2.08M0.00%−1,203−0.9%Reduced
Geode Capital Management, LLC88,246$1.33M0.00%+1,821+2.1%Added
Two Sigma Investments, LP85,099$1.28M0.00%−8,946−9.5%Reduced
Susquehanna International Group, LLP83,393$1.26M0.00%−3,596−4.1%Reduced
Gsa Capital Partners LLP79,216$1.19M0.10%+67,377+569.1%Added
Bridgeway Capital Management, LLC69,600$1.05M0.02%+54,000+346.2%Added
State Street Corp38,279$576.1K0.00%00.0%Unchanged
Citigroup Inc37,223$560.2K0.00%+741+2.0%Added
UBS Group AG36,390$547.7K0.00%−27,630−43.2%Reduced
Goldman Sachs Group Inc35,738$537.9K0.00%+9,830+37.9%Added
Jump Financial, LLC35,500$534.3K0.01%+35,500New
Millennium Management LLC32,967$496.2K0.00%−8,802−21.1%Reduced
DnB Asset Management AS32,461$488.5K0.00%+32,461New
Cohen & Steers, Inc.31,887$480.0K0.00%00.0%Unchanged
HSBC Holdings PLC28,424$434.0K0.00%+9,233+48.1%Added
Two Sigma Advisers, LP27,690$416.7K0.00%+2,000+7.8%Added
Susquehanna Portfolio Strategies, LLC26,781$403.1K0.01%00.0%Unchanged
Keyframe Capital Partners, L.P.25,924$390.2K1.79%+733+2.9%Added
Royal Bank of Canada25,938$390.0K0.00%+377+1.5%Added
Trexquant Investment LP25,576$384.9K0.00%+25,576New
Morgan Stanley24,074$362.3K0.00%+652+2.8%Added
Walleye Capital LLC23,790$358.0K0.00%−6,279−20.9%Reduced
BNP Paribas Arbitrage, SA19,382$291.7K0.00%+5,572+40.3%Added
Northern Trust Corp18,779$282.6K0.00%−1,115−5.6%Reduced
Mangrove Partners18,061$271.8K0.02%+18,061New
Qube Research & Technologies Ltd18,040$271.5K0.00%+18,040New
HighTower Advisors, LLC16,307$245.4K0.00%+63+0.4%Added
Canada Pension Plan Investment Board16,100$242.3K0.00%+16,100New
XTX Topco Ltd14,579$219.4K0.01%−8,139−35.8%Reduced
Omers Administration Corp12,600$189.6K0.00%+12,600New
Bank of America Corp12,417$186.9K0.00%−205,454−94.3%Reduced
Nomura Holdings Inc12,338$185.7K0.00%−2,914−19.1%Reduced
Balyasny Asset Management LLC11,778$177.3K0.00%+11,778New
Wells Fargo & Company11,646$175.3K0.00%+5,492+89.2%Added
Renaissance Technologies LLC11,200$168.6K0.00%+11,200New
Point72 Asset Management, L.P.11,100$167.1K0.00%−41,291−78.8%Reduced
Price T Rowe Associates Inc10,514$159.0K0.00%−1,825−14.8%Reduced
Zweig-DiMenna Associates LLC8,302$124.9K0.01%+8,302New
Walleye Trading LLC5,011$75.4K0.00%+5,011New
JPMorgan Chase & Co4,914$74.0K0.00%+4,602+1,475.0%Added
Deutsche Bank AG4,047$60.9K0.00%−2,410−37.3%Reduced
Acadian Asset Management LLC3,608$54.0K0.00%+3,608New
Group One Trading, L.P.2,849$42.9K0.00%−2,460−46.3%Reduced
FMR LLC2,229$33.5K0.00%+1,286+136.4%Added
International Assets Investment Management, LLC1,900$28.6K0.00%+1,900New
National Bank of Canada1,746$26.2K0.00%−315−15.3%Reduced
IFP Advisors, Inc1,478$22.2K0.00%−1−0.1%Reduced
Tower Research Capital LLC (TRC)1,333$20.1K0.00%+1,133+566.5%Added
The PNC Financial Services Group, Inc.1,169$17.6K0.00%−26−2.2%Reduced
Advisor Group Holdings, Inc.897$13.5K0.00%+154+20.7%Added
CIBC Private Wealth Group, LLC476$7.16K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.407$6.13K0.00%00.0%Unchanged
CWM, LLC339$5.00K0.00%−257−43.1%Reduced
Hurley Capital, LLC245$3.69K0.00%00.0%Unchanged
GAMMA Investing LLC228$3.43K0.00%−12−5.0%Reduced
CKW Financial Group192$3.00K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec199$3.00K0.00%−45−18.4%Reduced
SBI Securities Co., Ltd.149$2.24K0.00%00.0%Unchanged
Federated Hermes, Inc.98$1.48K0.00%00.0%Unchanged
Farther Finance Advisors, LLC97$1.46K0.00%+97New
Jones Financial Companies LLLP96$1.45K0.00%−53−35.6%Reduced
Optiver Holding B.V.87$1.31K0.00%00.0%Unchanged
Clearstead Advisors, LLC80$1.20K0.00%−65−44.8%Reduced
US Bancorp67$1.01K0.00%00.0%Unchanged
Bessemer Group Inc59$1.00K0.00%+59New
Cornerstone Financial Management LLC66$9930.00%+66New
Nisa Investment Advisors, LLC50$7530.00%00.0%Unchanged
Allworth Financial LP42$6330.00%−10−19.2%Reduced
MAI Capital Management37$5570.00%00.0%Unchanged
Strategic Investment Solutions, Inc.37$5570.00%00.0%Unchanged
Bryn Mawr Trust Co35$5270.00%00.0%Unchanged
Barclays PLC33$4970.00%00.0%Unchanged
Fortitude Family Office, LLC29$4360.00%+29New
HM Payson & Co25$3770.00%00.0%Unchanged
CoreCap Advisors, LLC25$3760.00%00.0%Unchanged
Quent Capital, LLC25$3760.00%+25New
Comerica Bank20$3010.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.19$2860.00%+19New
Dogwood Wealth Management LLC11$1660.00%00.0%Unchanged
ORG Wealth Partners, LLC7$1050.00%00.0%Unchanged
Sound Income Strategies, LLC5$1030.00%00.0%Unchanged
Russell Investments Group, Ltd.6$900.00%−930−99.4%Reduced
SageView Advisory Group, LLC2$310.00%+2New
Smallwood Wealth Investment Management, LLC2$300.00%00.0%Unchanged
Citadel Advisors LLC0$00.00%−44,340−100.0%Sold out
Virtu Financial LLC0$00.00%−12,856−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−11,462−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−3,115−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−723−100.0%Sold out
Harbour Investments, Inc.0$00.00%−115−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−96−100.0%Sold out
Advisory Services Network, LLC0$00.00%−50−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−25−100.0%Sold out
Pilgrim Partners Asia Pte Ltd0$00.00%−25−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−20−100.0%Sold out
Mather Group, LLC.0$00.00%−10−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−8−100.0%Sold out