Latest Period
Q4 2025
Security Snapshot
STEM, INC. - Common Stock (STEM) Institutional Ownership
CUSIP: 85859N300
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Institutions Reporting
85
Shares (Excl. Options)
1,853,603
Price
$15.05
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- Type / Class
- Equity / Common Stock
- Symbol
- STEM on NYSE
- Shares outstanding
- 8,335,237
- Price per share
- $9.68
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 1,853,603
- Total reported value
- $27,903,647
- % of total 13F portfolios
- 0%
- Share change
- -112,112
- Value change
- -$1,865,374
- Number of holders
- 85
- Price from insider filings
- $9.68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- STEM - STEM, INC. - Common Stock is tracked under CUSIP 85859N300.
- 85 institutions reported positions in Q4 2025.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 85 to 31 between Q4 2025 and Q1 2026.
- Reported value moved from $27,903,647 to $5,473,475.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 85 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 85859N300?
CUSIP 85859N300 identifies STEM - STEM, INC. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 85859N300:
Significant Owners of STEM, INC. - Common Stock (STEM) based on Schedule 13D/G filings
| 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 31 Dec 2025, 85 institutional investors reported holding 1,853,603 shares of STEM, INC. - Common Stock (STEM). This represents 22% of the company’s total 8,335,237 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of STEM, INC. - Common Stock (STEM) together control 19% 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 | 4.8% | 396,383 | +0.29% | 0% | $5,965,565 |
| MARSHALL WACE, LLP | 2% | 167,247 | -31% | 0% | $2,517,069 |
| BlackRock, Inc. | 1.7% | 138,177 | -0.86% | 0% | $2,079,564 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 88,246 | +2.1% | 0% | $1,328,696 |
| TWO SIGMA INVESTMENTS, LP | 1% | 85,099 | -9.5% | 0% | $1,280,740 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1% | 83,393 | -4.1% | 0% | $1,255,065 |
| GSA CAPITAL PARTNERS LLP | 0.95% | 79,216 | +569% | 0.1% | $1,192,000 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.84% | 69,600 | +346% | 0.02% | $1,047,480 |
| STATE STREET CORP | 0.46% | 38,279 | 0% | 0% | $576,099 |
| CITIGROUP INC | 0.45% | 37,223 | +2% | 0% | $560,207 |
| UBS Group AG | 0.44% | 36,390 | -43% | 0% | $547,670 |
| GOLDMAN SACHS GROUP INC | 0.43% | 35,738 | +38% | 0% | $537,857 |
| Jump Financial, LLC | 0.43% | 35,500 | 0.01% | $534,275 | |
| MILLENNIUM MANAGEMENT LLC | 0.4% | 32,967 | -21% | 0% | $496,153 |
| DNB Asset Management AS | 0.39% | 32,461 | 0% | $488,538 | |
| COHEN & STEERS, INC. | 0.38% | 31,887 | 0% | 0% | $480,000 |
| HSBC HOLDINGS PLC | 0.34% | 28,424 | +48% | 0% | $434,035 |
| TWO SIGMA ADVISERS, LP | 0.33% | 27,690 | +7.8% | 0% | $416,735 |
| Susquehanna Portfolio Strategies, LLC | 0.32% | 26,781 | 0% | 0.01% | $403,054 |
| ROYAL BANK OF CANADA | 0.31% | 25,938 | +1.7% | 0% | $390,000 |
| Keyframe Capital Partners, L.P. | 0.31% | 25,924 | +2.9% | 1.8% | $390,156 |
| Trexquant Investment LP | 0.31% | 25,576 | 0% | $384,919 | |
| MORGAN STANLEY | 0.29% | 24,074 | +2.8% | 0% | $362,315 |
| Walleye Capital LLC | 0.29% | 23,790 | -21% | 0% | $358,040 |
| BNP PARIBAS FINANCIAL MARKETS | 0.23% | 19,382 | 0% | 0% | $291,699 |
Institutional Holders of STEM, INC. - Common Stock (STEM) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 619,447 | $5,473,475 | -$42,147 | $8.84 | 31 |
| 2025 Q4 | 1,853,603 | $27,903,647 | -$1,865,374 | $15.05 | 85 |
| 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 |