Latest Period
Q1 2026
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
75
Shares (Excl. Options)
1,964,805
Price
$8.84
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- Security type / class
- Equity / Common Stock
- Symbol
- STEM on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,964,805
- Total 13F value
- $17,364,305
- Portfolio coverage rank
- 0%
- Share change
- +77,969
- Value change
- -$1,506,474
- Number of holders
- 75
- Shares outstanding
- 8,335,237
- SEC-reported price per share
- $10.13
- Insider filing price
- $10.13
Latest holder snapshot
5 signals
Issuer context
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.
- 75 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 86 to 75 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $27,903,933 to $17,364,305.
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 75 institutions filings for Q1 2026.
Security key
85859N300
Latest holder period
Q1 2026
13F holders
75
13D/G owners
2
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 75 institutional investors reported holding 1,964,805 shares of STEM, INC. - Common Stock (STEM). This represents 24% 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
22%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 343,813 | 0% | 0% | $3,039,307 |
| MARSHALL WACE, LLP | 3.5% | 291,340 | +74% | 0% | $2,575,447 |
| TWO SIGMA INVESTMENTS, LP | 2.1% | 175,389 | +106% | 0% | $1,550,439 |
| BlackRock, Inc. | 1.6% | 134,712 | -2.5% | 0% | $1,190,854 |
| GSA CAPITAL PARTNERS LLP | 1.3% | 108,502 | +37% | 0.06% | $959,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 92,052 | +4.3% | 0% | $814,105 |
| Trexquant Investment LP | 1.1% | 91,676 | +258% | 0.01% | $810,416 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.84% | 69,600 | 0% | 0.01% | $615,264 |
| RENAISSANCE TECHNOLOGIES LLC | 0.7% | 58,575 | +423% | 0% | $517,803 |
| UBS Group AG | 0.64% | 53,233 | +46% | 0% | $470,579 |
| BNP PARIBAS FINANCIAL MARKETS | 0.64% | 53,094 | 0% | 0% | $469,351 |
| VANGUARD FIDUCIARY TRUST CO | 0.6% | 49,718 | 0% | 0% | $439,507 |
| MORGAN STANLEY | 0.58% | 48,035 | +100% | 0% | $424,629 |
| STATE STREET CORP | 0.46% | 38,279 | 0% | 0% | $338,386 |
| CITIGROUP INC | 0.45% | 37,214 | -0.02% | 0% | $328,972 |
| COHEN & STEERS, INC. | 0.38% | 31,887 | 0% | 0% | $282,000 |
| HSBC HOLDINGS PLC | 0.34% | 28,424 | 0% | 0% | $248,710 |
| ROYAL BANK OF CANADA | 0.34% | 28,213 | +8.8% | 0% | $249,000 |
| Keyframe Capital Partners, L.P. | 0.31% | 25,924 | 0% | 100% | $229,168 |
| NOMURA HOLDINGS INC | 0.28% | 23,713 | +92% | 0% | $209,623 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.26% | 21,300 | +32% | 0% | $188,292 |
| Virtu Financial LLC | 0.22% | 18,753 | 0.01% | $166,000 | |
| NORTHERN TRUST CORP | 0.22% | 18,633 | -0.78% | 0% | $164,715 |
| HighTower Advisors, LLC | 0.19% | 16,147 | -0.98% | 0% | $142,739 |
| Centiva Capital, LP | 0.18% | 14,967 | 0.01% | $132,308 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,964,805 | $17,364,305 | -$1,506,474 | $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 |