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 | 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, 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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1 | $9 | 0.00% | −5−83.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $44 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 7 | $61 | 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 |
| Dogwood Wealth Management LLC | 11 | $97 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 19 | $168 | 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 |
| Bryn Mawr Trust Co | 35 | $309 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 37 | $328 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 43 | $380 | 0.00% | +43 | New |
| Nisa Investment Advisors, LLC | 50 | $442 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $460 | 0.00% | +10+23.8% | Added |
| Harbour Investments, Inc. | 57 | $504 | 0.00% | +57 | New |
| UBS Asset Management Americas Inc | 62 | $548 | 0.00% | +62 | New |
| US Bancorp | 66 | $583 | 0.00% | −1−1.5% | Reduced |
| Cornerstone Financial Management LLC | 66 | $583 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 87 | $769 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 91 | $804 | 0.00% | +91 | New |
| Jones Financial Companies LLLP | 96 | $840 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 98 | $866 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 148 | $1.31K | 0.00% | −1−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 199 | $1.76K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 202 | $1.79K | 0.00% | −26−11.4% | Reduced |
| CKW Financial Group | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 245 | $2.17K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 246 | $2.17K | 0.00% | −93−27.4% | Reduced |
| Deutsche Bank AG | 347 | $3.07K | 0.00% | −3,700−91.4% | Reduced |
| Rockefeller Capital Management L.P. | 402 | $3.55K | 0.00% | −5−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 823 | $7.27K | 0.00% | −74−8.2% | Reduced |
| FMR LLC | 838 | $7.41K | 0.00% | −1,391−62.4% | Reduced |
| National Bank of Canada | 984 | $8.65K | 0.00% | −762−43.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,080 | $9.55K | 0.00% | −89−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,236 | $10.9K | 0.00% | −97−7.3% | Reduced |
| IFP Advisors, Inc | 1,478 | $13.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,900 | $16.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,487 | $22.0K | 0.00% | +2,487 | New |
| Vanguard Global Advisers, LLC | 2,852 | $25.2K | 0.00% | +2,852 | New |
| Wells Fargo & Company | 3,577 | $31.6K | 0.00% | −8,069−69.3% | Reduced |
| Group One Trading, L.P. | 5,048 | $44.6K | 0.00% | +2,199+77.2% | Added |
| Zweig-DiMenna Associates LLC | 8,302 | $73.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,172 | $89.9K | 0.00% | −4,407−30.2% | Reduced |
| Acadian Asset Management LLC | 10,563 | $91.0K | 0.00% | +6,955+192.8% | Added |
| Bank of America Corp | 11,417 | $100.9K | 0.00% | −1,000−8.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 11,955 | $105.7K | 0.00% | −14,826−55.4% | Reduced |
| Price T Rowe Associates Inc | 13,914 | $123.0K | 0.00% | +3,400+32.3% | Added |
| Centiva Capital, LP | 14,967 | $132.3K | 0.01% | +14,967 | New |
| HighTower Advisors, LLC | 16,147 | $142.7K | 0.00% | −160−1.0% | Reduced |
| Northern Trust Corp | 18,633 | $164.7K | 0.00% | −146−0.8% | Reduced |
| Virtu Financial LLC | 18,753 | $166.0K | 0.01% | +18,753 | New |
| Canada Pension Plan Investment Board | 21,300 | $188.3K | 0.00% | +5,200+32.3% | Added |
| Nomura Holdings Inc | 23,713 | $209.6K | 0.00% | +11,375+92.2% | Added |
| Keyframe Capital Partners, L.P. | 25,924 | $229.2K | 100.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 28,424 | $248.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,213 | $249.0K | 0.00% | +2,275+8.8% | Added |
| Cohen & Steers, Inc. | 31,887 | $282.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 37,214 | $329.0K | 0.00% | −90.0% | Reduced |
| State Street Corp | 38,279 | $338.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 48,035 | $424.6K | 0.00% | +23,961+99.5% | Added |
| Vanguard Fiduciary Trust Co | 49,718 | $439.5K | 0.00% | +49,718 | New |
| BNP Paribas Arbitrage, SA | 53,094 | $469.4K | 0.00% | +33,712+173.9% | Added |
| UBS Group AG | 53,233 | $470.6K | 0.00% | +16,843+46.3% | Added |
| Renaissance Technologies LLC | 58,575 | $517.8K | 0.00% | +47,375+423.0% | Added |
| Bridgeway Capital Management, LLC | 69,600 | $615.3K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 91,676 | $810.4K | 0.01% | +66,100+258.4% | Added |
| Geode Capital Management, LLC | 92,052 | $814.1K | 0.00% | +3,806+4.3% | Added |
| Gsa Capital Partners LLP | 108,502 | $959.0K | 0.06% | +29,286+37.0% | Added |
| BlackRock, Inc. | 134,712 | $1.19M | 0.00% | −3,465−2.5% | Reduced |
| Two Sigma Investments, LP | 175,389 | $1.55M | 0.00% | +90,290+106.1% | Added |
| Marshall Wace, LLP | 291,340 | $2.58M | 0.00% | +124,093+74.2% | Added |
| Vanguard Capital Management LLC | 343,813 | $3.04M | 0.00% | +343,813 | New |
| 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 |