IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Stem Inc (STEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Acadian Asset Management LLC
INCREASED
Shares177,708 from 74,646
Change+103,062 (+138%)
Value$754 (-$578.2K)
Filed 2026-11-09
Geode Capital Management, LLC
INCREASED
Shares96,124 from 93,014
Change+3,110 (+3%)
Value$408.7K (-$318.1K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares28,535 from 28,526
Change+9 (+0%)
Value$121.3K (-$101.5K)
Filed 2026-11-04
R Squared Ltd
NEW
Shares10,641
Change+10,641
Value$45.2K
Filed 2026-11-06
Zweig-DiMenna Associates LLC
UNCHANGED
Shares8,302 from 8,302
Change0 (0%)
Value$35.3K (-$29.6K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares1,050 from 1,080
Change-30 (-3%)
Value$4.5K (-$4.0K)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares889 from 149
Change+740 (+497%)
Value$3.8K (+$2.6K)
Filed 2026-10-22
Simplex Trading, LLC
DECREASED
Shares748 from 840
Change-92 (-11%)
Value$3.2K (-$3.4K)
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$1.0K (-$872)
Filed 2026-11-05
CKW Financial Group
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$1 (-$1)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares171 from 1
Change+170 (+17000%)
Value$727 (+$719)
Filed 2026-11-06
Harbour Investments, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$242 (-$203)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares52 from 12
Change+40 (+333%)
Value$407 (+$313)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares50 from 60
Change-10 (-17%)
Value$213 (-$256)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$149 (-$124)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$106 (-$89)
Filed 2026-10-08
Quent Capital, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$63 (-$132)
Filed 2026-11-09
American Capital Advisory, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$102 (-$86)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
NEW
Shares11
Change+11
Value$47
Filed 2026-10-29
Dogwood Wealth Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$47 (-$39)
Filed 2026-11-09
City Holding Co
NEW
Shares10
Change+10
Value$42
Filed 2026-10-19
Mather Group, Llc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$43 (-$35)
Filed 2026-10-14
Ascentis Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$29 (-$25)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$21 (-$18)
Filed 2026-10-16
Deutsche Bank Ag\
DECREASED
Shares2 from 347
Change-345 (-99%)
Value$9 (-$2.7K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,870
Change-1,870 (-100%)
Value$0 (-$14.8K)
Filed 2026-11-02
Barclays PLC
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-06
Gamma Investing LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$937)
Filed 2026-10-08
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$391)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$15)
Filed 2026-10-30
Marshall Wace, LLP
N/A
Shares— from 405,608
Change-405,608 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 361,249
Change-361,249 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 164,477
Change-164,477 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 110,640
Change-110,640 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 103,234
Change-103,234 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 102,321
Change-102,321 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 93,094
Change-93,094 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 66,482
Change-66,482 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 59,600
Change-59,600 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 56,898
Change-56,898 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 48,186
Change-48,186 (-100%)
Value—
State Street Corp
N/A
Shares— from 38,278
Change-38,278 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 37,661
Change-37,661 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 31,887
Change-31,887 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,636
Change-29,636 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 29,482
Change-29,482 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 28,424
Change-28,424 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 26,655
Change-26,655 (-100%)
Value—
Keyframe Capital Partners, L.P.
N/A
Shares— from 25,924
Change-25,924 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,132
Change-25,132 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,727
Change-23,727 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 23,713
Change-23,713 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,147
Change-16,147 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,385
Change-11,385 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,346
Change-11,346 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 712
Change-712 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 703
Change-703 (-100%)
Value—
FMR LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 514
Change-514 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 392
Change-392 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 199
Change-199 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 36
Change-36 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Acadian Asset Management LLC
INCREASED177,70874,646+103,062+138%$579.0K$754-$578.2K2026-11-09
Geode Capital Management, LLC
INCREASED96,12493,014+3,110+3%$726.8K$408.7K-$318.1K2026-11-06
Citigroup Inc
INCREASED28,53528,526+9+0%$222.8K$121.3K-$101.5K2026-11-04
R Squared Ltd
NEW10,641—+10,641——$45.2K—2026-11-06
Zweig-DiMenna Associates LLC
UNCHANGED8,3028,30200%$64.8K$35.3K-$29.6K2026-11-06
PNC Financial Services Group, Inc.
DECREASED1,0501,080-30-3%$8.4K$4.5K-$4.0K2026-11-06
SBI Securities Co., Ltd.
INCREASED889149+740+497%$1.2K$3.8K+$2.6K2026-10-22
Simplex Trading, LLC
DECREASED748840-92-11%$6.6K$3.2K-$3.4K2026-11-04
Hurley Capital, LLC
UNCHANGED24524500%$1.9K$1.0K-$8722026-11-05
CKW Financial Group
UNCHANGED19219200%$2$1-$12026-10-29
Russell Investments Group, Ltd.
INCREASED1711+170+17000%$8$727+$7192026-11-06
Harbour Investments, Inc.
UNCHANGED575700%$445$242-$2032026-11-09
Allworth Financial LP
INCREASED5212+40+333%$94$407+$3132026-11-06
US Bancorp \de\
DECREASED5060-10-17%$469$213-$2562026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED353500%$273$149-$1242026-10-23
CoreCap Advisors, LLC
UNCHANGED252500%$195$106-$892026-10-08
Quent Capital, LLC
UNCHANGED252500%$195$63-$1322026-11-09
American Capital Advisory, LLC
UNCHANGED242400%$188$102-$862026-10-28
Caitong International Asset Management Co., Ltd
NEW11—+11——$47—2026-10-29
Dogwood Wealth Management LLC
UNCHANGED111100%$86$47-$392026-11-09
City Holding Co
NEW10—+10——$42—2026-10-19
Mather Group, Llc.
UNCHANGED101000%$78$43-$352026-10-14
Ascentis Wealth Management, LLC
UNCHANGED7700%$54$29-$252026-11-03
IFP Advisors, Inc
UNCHANGED5500%$39$21-$182026-10-16
Deutsche Bank Ag\
DECREASED2347-345-99%$2.7K$9-$2.7K2026-11-06
International Assets Investment Management, LLC
CLOSED01,870-1,870-100%$14.8K$0-$14.8K2026-11-02
Barclays PLC
CLOSED0167-167-100%$1.3K$0-$1.3K2026-11-06
Gamma Investing LLC
CLOSED0120-120-100%$937$0-$9372026-10-08
Nisa Investment Advisors, LLC
CLOSED050-50-100%$391$0-$3912026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED02-2-100%$15$0-$152026-10-30
Marshall Wace, LLP
N/A—405,608-405,608-100%$3.2M———
Vanguard Capital Management LLC
N/A—361,249-361,249-100%$2.8M———
BlackRock, Inc.
N/A—164,477-164,477-100%$1.3M———
Trexquant Investment LP
N/A—110,640-110,640-100%$864.1K———
Two Sigma Investments, LP
N/A—103,234-103,234-100%$806.3K———
GSA Capital Partners LLP
N/A—102,321-102,321-100%$799.0K———
BNP Paribas Financial Markets
N/A—93,094-93,094-100%$727.1K———
Renaissance Technologies LLC
N/A—66,482-66,482-100%$519.2K———
Bridgeway Capital Management, LLC
N/A—59,600-59,600-100%$465.5K———
Vanguard Fiduciary Trust Co
N/A—56,898-56,898-100%$444.4K———
Longaeva Partners L.P.
N/A—48,186-48,186-100%$376.3K———
State Street Corp
N/A—38,278-38,278-100%$299.0K———
Morgan Stanley
N/A—37,661-37,661-100%$294.1K———
Cohen & Steers, Inc.
N/A—31,887-31,887-100%$249.0K———
Royal Bank of Canada
N/A—29,636-29,636-100%$231.0K———
XTX Topco Ltd
N/A—29,482-29,482-100%$230.3K———
HSBC Holdings PLC
N/A—28,424-28,424-100%$221.4K———
Price T Rowe Associates Inc
N/A—26,655-26,655-100%$209.0K———
Keyframe Capital Partners, L.P.
N/A—25,924-25,924-100%$202.5K———
UBS Group AG
N/A—25,132-25,132-100%$196.3K———
Citadel Advisors LLC
N/A—23,727-23,727-100%$185.3K———
Nomura Holdings Inc
N/A—23,713-23,713-100%$185.2K———
Northern Trust Corp
N/A—21,241-21,241-100%$165.9K———
HighTower Advisors, LLC
N/A—16,147-16,147-100%$126.1K———
Engineers Gate Manager LP
N/A—12,700-12,700-100%$99.2K———
Bank of America Corp
N/A—11,385-11,385-100%$88.9K———
Goldman Sachs Group Inc
N/A—11,346-11,346-100%$88.6K———
Balyasny Asset Management L.P.
N/A—9,717-9,717-100%$75.9K———
Wells Fargo & Company
N/A—4,630-4,630-100%$36.2K———
Group One Trading LLC
N/A—4,054-4,054-100%$31.7K———
Steward Partners Investment Advisory, LLC
N/A—3,487-3,487-100%$27.2K———
Vanguard Global Advisers, LLC
N/A—2,852-2,852-100%$22.3K———
JPMorgan Chase & Co
N/A—712-712-100%$5.3K———
Osaic Holdings, Inc.
N/A—703-703-100%$5.5K———
FMR LLC
N/A—648-648-100%$5.1K———
National Bank of Canada
N/A—514-514-100%$4.0K———
Rockefeller Capital Management L.P.
N/A—392-392-100%$3.1K———
Federation des caisses Desjardins du Quebec
N/A—199-199-100%$1.6K———
Cornerstone Financial Management LLC
N/A—66-66-100%$515———
UBS Asset Management Americas LLC
N/A—62-62-100%$484———
Jones Financial Companies Lllp
N/A—36-36-100%$265———
HM Payson & Co
N/A—25-25-100%$196———
Strategic Investment Solutions, Inc.
N/A—25-25-100%$195———
Strategic Wealth Partners, Ltd.
N/A—19-19-100%$148———
Northwestern Mutual Wealth Management Co
N/A—10-10-100%$78———
BFC Planning, Inc.
N/A—5-5-100%$39———
Showing 76 of 76 institutions