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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 396,383 | $5.97M | 0.00% | +1,160+0.3% | Added |
| Marshall Wace, LLP | 167,247 | $2.52M | 0.00% | −76,511−31.4% | Reduced |
| BlackRock, Inc. | 138,177 | $2.08M | 0.00% | −1,203−0.9% | Reduced |
| Geode Capital Management, LLC | 88,246 | $1.33M | 0.00% | +1,821+2.1% | Added |
| Two Sigma Investments, LP | 85,099 | $1.28M | 0.00% | −8,946−9.5% | Reduced |
| Susquehanna International Group, LLP | 83,393 | $1.26M | 0.00% | −3,596−4.1% | Reduced |
| Gsa Capital Partners LLP | 79,216 | $1.19M | 0.10% | +67,377+569.1% | Added |
| Bridgeway Capital Management, LLC | 69,600 | $1.05M | 0.02% | +54,000+346.2% | Added |
| State Street Corp | 38,279 | $576.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 37,223 | $560.2K | 0.00% | +741+2.0% | Added |
| UBS Group AG | 36,390 | $547.7K | 0.00% | −27,630−43.2% | Reduced |
| Goldman Sachs Group Inc | 35,738 | $537.9K | 0.00% | +9,830+37.9% | Added |
| Jump Financial, LLC | 35,500 | $534.3K | 0.01% | +35,500 | New |
| Millennium Management LLC | 32,967 | $496.2K | 0.00% | −8,802−21.1% | Reduced |
| DnB Asset Management AS | 32,461 | $488.5K | 0.00% | +32,461 | New |
| Cohen & Steers, Inc. | 31,887 | $480.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 28,424 | $434.0K | 0.00% | +9,233+48.1% | Added |
| Two Sigma Advisers, LP | 27,690 | $416.7K | 0.00% | +2,000+7.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 26,781 | $403.1K | 0.01% | 00.0% | Unchanged |
| Keyframe Capital Partners, L.P. | 25,924 | $390.2K | 1.79% | +733+2.9% | Added |
| Royal Bank of Canada | 25,938 | $390.0K | 0.00% | +377+1.5% | Added |
| Trexquant Investment LP | 25,576 | $384.9K | 0.00% | +25,576 | New |
| Morgan Stanley | 24,074 | $362.3K | 0.00% | +652+2.8% | Added |
| Walleye Capital LLC | 23,790 | $358.0K | 0.00% | −6,279−20.9% | Reduced |
| BNP Paribas Arbitrage, SA | 19,382 | $291.7K | 0.00% | +5,572+40.3% | Added |
| Northern Trust Corp | 18,779 | $282.6K | 0.00% | −1,115−5.6% | Reduced |
| Mangrove Partners | 18,061 | $271.8K | 0.02% | +18,061 | New |
| Qube Research & Technologies Ltd | 18,040 | $271.5K | 0.00% | +18,040 | New |
| HighTower Advisors, LLC | 16,307 | $245.4K | 0.00% | +63+0.4% | Added |
| Canada Pension Plan Investment Board | 16,100 | $242.3K | 0.00% | +16,100 | New |
| XTX Topco Ltd | 14,579 | $219.4K | 0.01% | −8,139−35.8% | Reduced |
| Omers Administration Corp | 12,600 | $189.6K | 0.00% | +12,600 | New |
| Bank of America Corp | 12,417 | $186.9K | 0.00% | −205,454−94.3% | Reduced |
| Nomura Holdings Inc | 12,338 | $185.7K | 0.00% | −2,914−19.1% | Reduced |
| Balyasny Asset Management LLC | 11,778 | $177.3K | 0.00% | +11,778 | New |
| Wells Fargo & Company | 11,646 | $175.3K | 0.00% | +5,492+89.2% | Added |
| Renaissance Technologies LLC | 11,200 | $168.6K | 0.00% | +11,200 | New |
| Point72 Asset Management, L.P. | 11,100 | $167.1K | 0.00% | −41,291−78.8% | Reduced |
| Price T Rowe Associates Inc | 10,514 | $159.0K | 0.00% | −1,825−14.8% | Reduced |
| Zweig-DiMenna Associates LLC | 8,302 | $124.9K | 0.01% | +8,302 | New |
| Walleye Trading LLC | 5,011 | $75.4K | 0.00% | +5,011 | New |
| JPMorgan Chase & Co | 4,914 | $74.0K | 0.00% | +4,602+1,475.0% | Added |
| Deutsche Bank AG | 4,047 | $60.9K | 0.00% | −2,410−37.3% | Reduced |
| Acadian Asset Management LLC | 3,608 | $54.0K | 0.00% | +3,608 | New |
| Group One Trading, L.P. | 2,849 | $42.9K | 0.00% | −2,460−46.3% | Reduced |
| FMR LLC | 2,229 | $33.5K | 0.00% | +1,286+136.4% | Added |
| International Assets Investment Management, LLC | 1,900 | $28.6K | 0.00% | +1,900 | New |
| National Bank of Canada | 1,746 | $26.2K | 0.00% | −315−15.3% | Reduced |
| IFP Advisors, Inc | 1,478 | $22.2K | 0.00% | −1−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,333 | $20.1K | 0.00% | +1,133+566.5% | Added |
| The PNC Financial Services Group, Inc. | 1,169 | $17.6K | 0.00% | −26−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 897 | $13.5K | 0.00% | +154+20.7% | Added |
| CIBC Private Wealth Group, LLC | 476 | $7.16K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 407 | $6.13K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 339 | $5.00K | 0.00% | −257−43.1% | Reduced |
| Hurley Capital, LLC | 245 | $3.69K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 228 | $3.43K | 0.00% | −12−5.0% | Reduced |
| CKW Financial Group | 192 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 199 | $3.00K | 0.00% | −45−18.4% | Reduced |
| SBI Securities Co., Ltd. | 149 | $2.24K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 98 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 97 | $1.46K | 0.00% | +97 | New |
| Jones Financial Companies LLLP | 96 | $1.45K | 0.00% | −53−35.6% | Reduced |
| Optiver Holding B.V. | 87 | $1.31K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80 | $1.20K | 0.00% | −65−44.8% | Reduced |
| US Bancorp | 67 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 59 | $1.00K | 0.00% | +59 | New |
| Cornerstone Financial Management LLC | 66 | $993 | 0.00% | +66 | New |
| Nisa Investment Advisors, LLC | 50 | $753 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $633 | 0.00% | −10−19.2% | Reduced |
| MAI Capital Management | 37 | $557 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 37 | $557 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 35 | $527 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 33 | $497 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $436 | 0.00% | +29 | New |
| HM Payson & Co | 25 | $377 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $376 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25 | $376 | 0.00% | +25 | New |
| Comerica Bank | 20 | $301 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 19 | $286 | 0.00% | +19 | New |
| Dogwood Wealth Management LLC | 11 | $166 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 7 | $105 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6 | $90 | 0.00% | −930−99.4% | Reduced |
| SageView Advisory Group, LLC | 2 | $31 | 0.00% | +2 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −44,340−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −11,462−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |