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, Q1 2026
Institutional positions in Stem, Inc. as of Mar 31, 2026. 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
- 75
- −8 vs. Q4 2025
- Shares held
- 1.96M
- +508.1K (+34.9%) vs. Q4 2025
- Total value
- $17.4M
- −$4.57M (−20.8%) vs. Q4 2025
- New holders
- 12
- 16 more added
- Sold out
- 20
- 21 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 224 | $380.9M |
| Q3 2023 | 227 | $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 | 170 | $1.89B |
| Q1 2021 | 5 | $35.1M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 343,813 | $3.04M | 0.00% | +343,813 | New |
| Marshall Wace, LLP | 291,340 | $2.58M | 0.00% | +124,093+74.2% | Added |
| Two Sigma Investments, LP | 175,389 | $1.55M | 0.00% | +90,290+106.1% | Added |
| BlackRock, Inc. | 134,712 | $1.19M | 0.00% | −3,465−2.5% | Reduced |
| Gsa Capital Partners LLP | 108,502 | $959.0K | 0.06% | +29,286+37.0% | Added |
| Geode Capital Management, LLC | 92,052 | $814.1K | 0.00% | +3,806+4.3% | Added |
| Trexquant Investment LP | 91,676 | $810.4K | 0.01% | +66,100+258.4% | Added |
| Bridgeway Capital Management, LLC | 69,600 | $615.3K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 58,575 | $517.8K | 0.00% | +47,375+423.0% | Added |
| UBS Group AG | 53,233 | $470.6K | 0.00% | +16,843+46.3% | Added |
| BNP Paribas Arbitrage, SA | 53,094 | $469.4K | 0.00% | +33,712+173.9% | Added |
| Vanguard Fiduciary Trust Co | 49,718 | $439.5K | 0.00% | +49,718 | New |
| Morgan Stanley | 48,035 | $424.6K | 0.00% | +23,961+99.5% | Added |
| State Street Corp | 38,279 | $338.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 37,214 | $329.0K | 0.00% | −90.0% | Reduced |
| Cohen & Steers, Inc. | 31,887 | $282.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,213 | $249.0K | 0.00% | +2,275+8.8% | Added |
| HSBC Holdings PLC | 28,424 | $248.7K | 0.00% | 00.0% | Unchanged |
| Keyframe Capital Partners, L.P. | 25,924 | $229.2K | 100.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,713 | $209.6K | 0.00% | +11,375+92.2% | Added |
| Canada Pension Plan Investment Board | 21,300 | $188.3K | 0.00% | +5,200+32.3% | Added |
| Virtu Financial LLC | 18,753 | $166.0K | 0.01% | +18,753 | New |
| Northern Trust Corp | 18,633 | $164.7K | 0.00% | −146−0.8% | Reduced |
| HighTower Advisors, LLC | 16,147 | $142.7K | 0.00% | −160−1.0% | Reduced |
| Centiva Capital, LP | 14,967 | $132.3K | 0.01% | +14,967 | New |
| Price T Rowe Associates Inc | 13,914 | $123.0K | 0.00% | +3,400+32.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,955 | $105.7K | 0.00% | −14,826−55.4% | Reduced |
| Bank of America Corp | 11,417 | $100.9K | 0.00% | −1,000−8.1% | Reduced |
| Acadian Asset Management LLC | 10,563 | $91.0K | 0.00% | +6,955+192.8% | Added |
| XTX Topco Ltd | 10,172 | $89.9K | 0.00% | −4,407−30.2% | Reduced |
| Zweig-DiMenna Associates LLC | 8,302 | $73.4K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,048 | $44.6K | 0.00% | +2,199+77.2% | Added |
| Wells Fargo & Company | 3,577 | $31.6K | 0.00% | −8,069−69.3% | Reduced |
| Vanguard Global Advisers, LLC | 2,852 | $25.2K | 0.00% | +2,852 | New |
| Steward Partners Investment Advisory, LLC | 2,487 | $22.0K | 0.00% | +2,487 | New |
| International Assets Investment Management, LLC | 1,900 | $16.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,478 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,236 | $10.9K | 0.00% | −97−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,080 | $9.55K | 0.00% | −89−7.6% | Reduced |
| National Bank of Canada | 984 | $8.65K | 0.00% | −762−43.6% | Reduced |
| FMR LLC | 838 | $7.41K | 0.00% | −1,391−62.4% | Reduced |
| Advisor Group Holdings, Inc. | 823 | $7.27K | 0.00% | −74−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 402 | $3.55K | 0.00% | −5−1.2% | Reduced |
| Deutsche Bank AG | 347 | $3.07K | 0.00% | −3,700−91.4% | Reduced |
| CWM, LLC | 246 | $2.17K | 0.00% | −93−27.4% | Reduced |
| Hurley Capital, LLC | 245 | $2.17K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 202 | $1.79K | 0.00% | −26−11.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 199 | $1.76K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 148 | $1.31K | 0.00% | −1−0.7% | Reduced |
| Federated Hermes, Inc. | 98 | $866 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 96 | $840 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 91 | $804 | 0.00% | +91 | New |
| Optiver Holding B.V. | 87 | $769 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 66 | $583 | 0.00% | −1−1.5% | Reduced |
| Cornerstone Financial Management LLC | 66 | $583 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 62 | $548 | 0.00% | +62 | New |
| Harbour Investments, Inc. | 57 | $504 | 0.00% | +57 | New |
| Allworth Financial LP | 52 | $460 | 0.00% | +10+23.8% | Added |
| Nisa Investment Advisors, LLC | 50 | $442 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 43 | $380 | 0.00% | +43 | New |
| MAI Capital Management | 37 | $328 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 35 | $309 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $221 | 0.00% | −12−32.4% | Reduced |
| HM Payson & Co | 25 | $221 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $221 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25 | $221 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 19 | $168 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $97 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $88 | 0.00% | +10 | New |
| Mather Group, LLC. | 10 | $88 | 0.00% | +10 | New |
| ORG Wealth Partners, LLC | 7 | $61 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $44 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1 | $9 | 0.00% | −5−83.3% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −83,393−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −35,738−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −32,967−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −32,461−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,690−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −23,790−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −18,061−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,040−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,778−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,011−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |