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, Q2 2026
Institutional positions in Stem, Inc. as of Jun 30, 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
- 72
- −2 vs. Q1 2026
- Shares held
- 2.20M
- +238.5K (+12.1%) vs. Q1 2026
- Total value
- $17.2M
- −$159.5K (−0.9%) vs. Q1 2026
- New holders
- 9
- 16 more added
- Sold out
- 11
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $39 | 0.00% | −1,473−99.7% | Reduced |
| ORG Wealth Partners, LLC | 7 | $54 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $78 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $78 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $86 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12 | $94 | 0.00% | −40−76.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 19 | $148 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $188 | 0.00% | +24 | New |
| CoreCap Advisors, LLC | 25 | $195 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25 | $195 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $195 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 25 | $196 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $265 | 0.00% | −60−62.5% | Reduced |
| Bryn Mawr Trust Co | 35 | $273 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 50 | $391 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $445 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 60 | $469 | 0.00% | −6−9.1% | Reduced |
| UBS Asset Management Americas Inc | 62 | $484 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 66 | $515 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 120 | $937 | 0.00% | −82−40.6% | Reduced |
| SBI Securities Co., Ltd. | 149 | $1.16K | 0.00% | +1+0.7% | Added |
| Barclays PLC | 167 | $1.30K | 0.00% | +167 | New |
| Federation des caisses Desjardins du Quebec | 199 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 245 | $1.91K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 347 | $2.71K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 392 | $3.06K | 0.00% | −10−2.5% | Reduced |
| National Bank of Canada | 514 | $4.01K | 0.00% | −470−47.8% | Reduced |
| FMR LLC | 648 | $5.06K | 0.00% | −190−22.7% | Reduced |
| JPMorgan Chase & Co | 712 | $5.33K | 0.00% | +712 | New |
| Advisor Group Holdings, Inc. | 703 | $5.49K | 0.00% | −120−14.6% | Reduced |
| Simplex Trading, LLC | 840 | $6.56K | 0.00% | +840 | New |
| The PNC Financial Services Group, Inc. | 1,080 | $8.44K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,870 | $14.8K | 0.00% | −30−1.6% | Reduced |
| Vanguard Global Advisers, LLC | 2,852 | $22.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,487 | $27.2K | 0.00% | +1,000+40.2% | Added |
| Group One Trading, L.P. | 4,054 | $31.7K | 0.00% | −994−19.7% | Reduced |
| Wells Fargo & Company | 4,630 | $36.2K | 0.00% | +1,053+29.4% | Added |
| Zweig-DiMenna Associates LLC | 8,302 | $64.8K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,717 | $75.9K | 0.00% | +9,717 | New |
| Goldman Sachs Group Inc | 11,346 | $88.6K | 0.00% | +11,346 | New |
| Bank of America Corp | 11,385 | $88.9K | 0.00% | −32−0.3% | Reduced |
| Engineers Gate Manager LP | 12,700 | $99.2K | 0.00% | +12,700 | New |
| HighTower Advisors, LLC | 16,147 | $126.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 21,241 | $165.9K | 0.00% | +2,608+14.0% | Added |
| Nomura Holdings Inc | 23,713 | $185.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,727 | $185.3K | 0.00% | +23,727 | New |
| UBS Group AG | 25,132 | $196.3K | 0.00% | −28,101−52.8% | Reduced |
| Keyframe Capital Partners, L.P. | 25,924 | $202.5K | 100.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 26,655 | $209.0K | 0.00% | +12,741+91.6% | Added |
| HSBC Holdings PLC | 28,424 | $221.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 28,526 | $222.8K | 0.00% | −8,688−23.3% | Reduced |
| XTX Topco Ltd | 29,482 | $230.3K | 0.00% | +19,310+189.8% | Added |
| Royal Bank of Canada | 29,636 | $231.0K | 0.00% | +1,423+5.0% | Added |
| Cohen & Steers, Inc. | 31,887 | $249.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 37,661 | $294.1K | 0.00% | −10,374−21.6% | Reduced |
| State Street Corp | 38,278 | $299.0K | 0.00% | −10.0% | Reduced |
| Longaeva Partners L.P. | 48,186 | $376.3K | 0.01% | +48,186 | New |
| Vanguard Fiduciary Trust Co | 56,898 | $444.4K | 0.00% | +7,180+14.4% | Added |
| Bridgeway Capital Management, LLC | 59,600 | $465.5K | 0.01% | −10,000−14.4% | Reduced |
| Renaissance Technologies LLC | 66,482 | $519.2K | 0.00% | +7,907+13.5% | Added |
| Acadian Asset Management LLC | 74,646 | $579.0K | 0.00% | +64,083+606.7% | Added |
| Geode Capital Management, LLC | 93,014 | $726.8K | 0.00% | +962+1.0% | Added |
| BNP Paribas Arbitrage, SA | 93,094 | $727.1K | 0.00% | +40,000+75.3% | Added |
| Gsa Capital Partners LLP | 102,321 | $799.0K | 0.05% | −6,181−5.7% | Reduced |
| Two Sigma Investments, LP | 103,234 | $806.3K | 0.00% | −72,155−41.1% | Reduced |
| Trexquant Investment LP | 110,640 | $864.1K | 0.01% | +18,964+20.7% | Added |
| BlackRock, Inc. | 164,477 | $1.28M | 0.00% | +29,765+22.1% | Added |
| Vanguard Capital Management LLC | 361,249 | $2.82M | 0.00% | +17,436+5.1% | Added |
| Marshall Wace, LLP | 405,608 | $3.17M | 0.00% | +114,268+39.2% | Added |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,753−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,967−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −11,955−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |