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