Latest Period
Q2 2026
Security Snapshot
STEM, INC. - Common Stock (STEM) Institutional Ownership
CUSIP: 85859N300
13F Institutional Holders and Ownership History from Q2 2024 to Q2 2026
Institutions Reporting
73
Shares (Excl. Options)
2,203,112
Price
$7.81
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- Security type / class
- Equity / Common Stock
- Symbol
- STEM on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,203,112
- Total 13F value
- $17,202,749
- Portfolio coverage rank
- 0%
- Share change
- +198,553
- Value change
- +$1,476,614
- Number of holders
- 73
- Shares outstanding
- 8,335,237
- SEC-reported price per share
- $6.09
- Insider filing price
- $6.09
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- STEM - STEM, INC. - Common Stock is tracked under CUSIP 85859N300.
- 73 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 75 to 73 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $17,364,305 to $17,202,749.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 73 institutions filings for Q2 2026.
Security key
85859N300
Latest holder period
Q2 2026
13F holders
73
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
STEM full holder history
STEM, INC. SEC filings
STEM, INC. company facts
STEM, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 85859N300:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
STEM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4.6% | $2,422,827 | 386,755 | The Vanguard Group | 30 Jun 2025 | |||
| BlackRock, Inc. | 2.1% | $1,117,025 | 177,709 | BlackRock, Inc. | 30 Jun 2025 |
As of 30 Jun 2026, 73 institutional investors reported holding 2,203,112 shares of STEM, INC. - Common Stock (STEM). This represents 26% of the company’s total 8,335,237 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
25%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 4.9% | 405,608 | +39% | 0% | $3,167,799 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 361,249 | +5.1% | 0% | $2,821,355 |
| BlackRock, Inc. | 2% | 164,477 | +22% | 0% | $1,284,565 |
| Trexquant Investment LP | 1.3% | 110,640 | +21% | 0.01% | $864,098 |
| TWO SIGMA INVESTMENTS, LP | 1.2% | 103,234 | -41% | 0% | $806,258 |
| GSA CAPITAL PARTNERS LLP | 1.2% | 102,321 | -5.7% | 0.05% | $799,000 |
| BNP PARIBAS FINANCIAL MARKETS | 1.1% | 93,094 | 0% | 0% | $727,064 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 93,014 | +1% | 0% | $726,785 |
| ACADIAN ASSET MANAGEMENT LLC | 0.9% | 74,646 | +607% | 0% | $579,000 |
| RENAISSANCE TECHNOLOGIES LLC | 0.8% | 66,482 | +13% | 0% | $519,224 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.72% | 59,600 | -14% | 0.01% | $465,476 |
| VANGUARD FIDUCIARY TRUST CO | 0.68% | 56,898 | +14% | 0% | $444,373 |
| Longaeva Partners L.P. | 0.58% | 48,186 | 0.01% | $376,333 | |
| STATE STREET CORP | 0.46% | 38,278 | -0% | 0% | $298,951 |
| MORGAN STANLEY | 0.45% | 37,661 | -22% | 0% | $294,132 |
| COHEN & STEERS, INC. | 0.38% | 31,887 | 0% | 0% | $249,000 |
| ROYAL BANK OF CANADA | 0.36% | 29,636 | +5% | 0% | $231,000 |
| XTX Topco Ltd | 0.35% | 29,482 | +190% | 0% | $230,254 |
| CITIGROUP INC | 0.34% | 28,526 | -23% | 0% | $222,788 |
| HSBC HOLDINGS PLC | 0.34% | 28,424 | 0% | 0% | $221,423 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.32% | 26,655 | +92% | 0% | $209,000 |
| Keyframe Capital Partners, L.P. | 0.31% | 25,924 | 0% | 100% | $202,466 |
| UBS Group AG | 0.3% | 25,132 | -53% | 0% | $196,281 |
| CITADEL ADVISORS LLC | 0.28% | 23,727 | 0% | $185,308 | |
| NOMURA HOLDINGS INC | 0.28% | 23,713 | 0% | 0% | $185,199 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q2 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,203,112 | $17,202,749 | +$1,476,614 | $7.81 | 73 |
| 2026 Q1 | 1,964,805 | $17,364,305 | -$1,506,505 | $8.84 | 75 |
| 2025 Q4 | 1,853,622 | $27,903,933 | -$1,865,088 | $15.05 | 86 |
| 2025 Q3 | 1,963,364 | $34,393,815 | +$8,260,682 | $17.52 | 85 |
| 2025 Q2 | 1,590,773 | $9,911,396 | +$9,758,105 | $6.23 | 76 |
| 2025 Q1 | 145 | $51 | $0.35 | 1 | |
| 2024 Q4 | 145 | $87 | -$300 | $0.60 | 1 |
| 2024 Q3 | 645 | $225 | $0.35 | 1 | |
| 2024 Q2 | 645 | $716 | +$716 | $1.11 | 1 |