| 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 Sep 2025, 85 institutional investors reported holding 1,963,364 shares of STEM, INC. - Common Stock (STEM). This represents 24% of the company’s total 8,335,237 outstanding shares.
The largest institutional shareholders of STEM, INC. - Common Stock (STEM) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4.7% | 395,223 | +2.2% | 0% | $6,924,307 |
| MARSHALL WACE, LLP | 2.9% | 243,758 | +711% | 0% | $4,270,641 |
| BANK OF AMERICA CORP /DE/ | 2.6% | 217,871 | +104% | 0% | $3,817,100 |
| BlackRock, Inc. | 1.7% | 139,380 | -22% | 0% | $2,441,937 |
| TWO SIGMA INVESTMENTS, LP | 1.1% | 94,045 | +462% | 0% | $1,647,668 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1% | 86,989 | -14% | 0% | $1,524,047 |
| GEODE CAPITAL MANAGEMENT, LLC | 1% | 86,425 | +1.3% | 0% | $1,514,892 |
| UBS Group AG | 0.77% | 64,020 | -20% | 0% | $1,121,631 |
| Point72 Asset Management, L.P. | 0.63% | 52,391 | 0% | $917,892 | |
| CITADEL ADVISORS LLC | 0.53% | 44,340 | 0% | $776,837 | |
| MILLENNIUM MANAGEMENT LLC | 0.5% | 41,769 | -48% | 0% | $731,793 |
| STATE STREET CORP | 0.46% | 38,279 | +16% | 0% | $670,648 |
| CITIGROUP INC | 0.44% | 36,482 | -41% | 0% | $639,165 |
| COHEN & STEERS, INC. | 0.38% | 31,887 | 0% | 0% | $559,000 |
| Walleye Capital LLC | 0.36% | 30,069 | 0% | $526,809 | |
| Susquehanna Portfolio Strategies, LLC | 0.32% | 26,781 | 0.01% | $469,203 | |
| GOLDMAN SACHS GROUP INC | 0.31% | 25,908 | +9.6% | 0% | $453,908 |
| TWO SIGMA ADVISERS, LP | 0.31% | 25,690 | 0% | $450,089 | |
| ROYAL BANK OF CANADA | 0.31% | 25,513 | -1.1% | 0% | $447,000 |
| Keyframe Capital Partners, L.P. | 0.3% | 25,191 | 1.1% | $441,346 | |
| MORGAN STANLEY | 0.28% | 23,422 | +68% | 0% | $410,353 |
| XTX Topco Ltd | 0.27% | 22,718 | 0.02% | $398,019 | |
| NORTHERN TRUST CORP | 0.24% | 19,894 | +1.2% | 0% | $348,543 |
| HSBC HOLDINGS PLC | 0.23% | 19,191 | -13% | 0% | $331,716 |
| HighTower Advisors, LLC | 0.19% | 16,244 | +0.1% | 0% | $284,595 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 344 | $5,204 | -$1,602 | $15.04 | 6 |
| 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 |