Security key
85859N102
- Security type / class
- Equity / COM
- Total 13F shares
- 12,241
- Total 13F value
- $73,972
- Share change
- -45,248,716
- SEC-reported price per share
- $3.32
- Number of holders
- 2
- Value change
- -$19,007,816
- Number of buys
- 1
- Number of sells
- 149
Report period
Q2 2025
Institutions
2
Top holders
2
STEM full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
STEM, INC. SEC filings
STEM, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 85859N102
Recent filing periods:
Ownership snapshot
Top reported holders of STEM - STEM, INC. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
John Eugene Carrington
Comparable rows
2/15
Latest evidence
31 Mar 2025
13F
13D/G
3/4/5
Lead comparable stake: 4.6%
13 rows are not safely comparable across share classes.
13D/G row: VANGUARD GROUP INC
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 4.6%.
2 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership
Top 2
VANGUARD GROUP INC
4.6%
BlackRock, Inc.
2.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
13D/G
Company · The Vanguard Group
|
4.6%
from 13D/G
|
$3,015,370
8,615,344 shares
|
— | 31 Mar 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
2.1%
from 13D/G
|
$3,889,687
11,103,872 shares
|
— | 31 Mar 2025 |
| John Eugene Carrington |
3/4/5
CEO and Director, Director
|
—
mixed-class rows
|
$4,339,189
1,774,388 shares
mixed-class rows
|
— | 28 May 2024 |
| Robert Schaefer |
3/4/5
President, Transformational
|
—
mixed-class rows
|
$3,453,606
1,869,455 shares
mixed-class rows
|
— | 19 Mar 2024 |
| William John Bush |
3/4/5
Chief Financial Officer
|
—
mixed-class rows
|
$2,302,446
1,027,917 shares
mixed-class rows
|
— | 28 May 2024 |
| Michael C. Morgan |
3/4/5
Director
|
—
mixed-class rows
|
$1,875,272
1,420,660 shares
mixed-class rows
|
— | 07 Jun 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
12,241
Rows available
2
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
152
Q2 2025 holders
2
Holder diff
-150
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend