Comparable stake leader
VANGUARD GROUP INC
SEC ownership of STEM, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001758766.
Disclosed value leader
MARSHALL WACE, LLP
Comparable rows
50/50
Latest evidence
07 Aug 2026
- Public ticker
- STEM on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
VANGUARD GROUP INC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
VANGUARD GROUP INC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
07 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001758766
- Issuer location
- Houston, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of STEM, INC. (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
MARSHALL WACE, LLP
Comparable rows
50/50
Latest evidence
07 Aug 2026
13D/G
13F
3/4/5
Lead comparable stake: 4.6%
13D/G row: VANGUARD GROUP INC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 4.6%.
50 of 50 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 5
VANGUARD GROUP INC
4.6%
BlackRock, Inc.
2.1%
Krishna Shivram
0.13%
Vasudevan Guruswamy
0.13%
MARSHALL WACE, LLP
4.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13D/G
The Vanguard Group
|
4.6%
|
$2,422,827
386,755 shares
|
$0 | 30 Jun 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
2.1%
from 13D/G
|
$1,284,565
164,477 shares
|
— | 30 Jun 2026 |
| Krishna Shivram |
3/4/5
Director
|
0.13%
|
$164,895
10,597 shares
mixed-class rows
|
— | 07 Aug 2026 |
| Vasudevan Guruswamy |
3/4/5
Director
|
0.13%
|
$164,895
10,597 shares
mixed-class rows
|
— | 07 Aug 2026 |
| MARSHALL WACE, LLP |
13F
Company
|
4.9%
|
$3,167,799
405,608 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.3%
|
$2,821,355
361,249 shares
|
— | 30 Jun 2026 |
| Trexquant Investment LP |
13F
Company
|
1.3%
|
$864,098
110,640 shares
|
— | 30 Jun 2026 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
1.2%
|
$806,258
103,234 shares
|
— | 30 Jun 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$388,828.
Buys
$0
Insiders: 0
Sells
$388,828
Insiders: 6
Net
-$388,828
Shares: -29,634
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 29,634
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 6,010 | $0 | $45,445 | -$45,445 |
| 3-6 | 0 | 10,000 | $0 | $110,018 | -$110,018 |
| 6-9 | 0 | 366 | $0 | $4,172 | -$4,172 |
| 9-12 | 0 | 13,258 | $0 | $229,192 | -$229,192 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 28 reporting-owner rows connected to STEM, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
28
Largest Forms 3/4/5 holder
Anil Tammineedi
Net 12M change
-$388,828
Latest report
07 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Anil Tammineedi | Director | $7,669,494 | Mixed | 07 Aug 2026 | ||
| John Eugene Carrington | CEO and Director, Director | $4,339,189 | Mixed | 28 May 2024 | ||
| Robert Schaefer | President, Transformational | $3,453,606 | Mixed | 19 Mar 2024 | ||
| William John Bush | Chief Financial Officer | $2,302,446 | Mixed | 28 May 2024 | ||
| Michael C. Morgan | Director | $1,875,272 | Mixed | 07 Jun 2024 | ||
| Spencer Doran Hole | Chief Financial Officer & EVP | $1,686,666 | Mixed | 03 Sep 2024 | ||
| Alan Russo | Chief Revenue Officer | $1,335,165 | Mixed | 28 May 2024 | ||
| Kim Homenock | Chief People Officer | $1,315,055 | Mixed | 19 Feb 2025 | ||
| Prakesh Patel | Chief Strategy Officer | $1,275,258 | Mixed | 28 May 2024 | ||
| Arun Narayanan | Chief Executive Officer | $1,140,005 | -$72,881 | -6% | Mixed | 30 Jun 2026 |
| Mark William Triplett | Chief Operating Officer | $884,373 | Mixed | 12 Apr 2022 | ||
| Saul R. Laureles | Chief Legal Officer | $863,696 | -$18,597 | -2.1% | Mixed | 30 Jun 2026 |
| Michael James Carlson | President, Managed Services | $804,514 | -$33,692 | -4% | Mixed | 30 Jun 2026 |
| Adam Daley | Director | $794,001 | Mixed | 07 Aug 2026 | ||
| Larsh Johnson | Chief Technology Officer | $773,706 | Mixed | 12 Mar 2024 | ||
| Hofeldt Albert | Chief Technology Officer | $745,287 | Mixed | 19 Feb 2025 | ||
| Matthew Tappin | President, Software Products | $602,597 | -$198,016 | -25% | Mixed | 30 Jun 2026 |
| Gerard Cunningham | Director | $407,005 | Mixed | 28 Aug 2024 | ||
| David S. Buzby | Director | $398,668 | Median | 07 Aug 2026 | ||
| Laura D. Tyson | Director | $331,711 | Mixed | 07 Aug 2026 |
Recent insider transactions for STEM, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Vasudevan Guruswamy | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 240.6% | 7,486 | 10,597 | 07 Aug 2026 | Direct | ||
| Vasudevan Guruswamy | STEM | Restricted Stock Unit | Options Exercise | -100% | -7,486 | 0 | 07 Aug 2026 | Direct | ||
| Anil Tammineedi | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 93.7% | 7,486 | 15,473 | 07 Aug 2026 | Direct | ||
| Anil Tammineedi | STEM | Restricted Stock Unit | Options Exercise | -100% | -7,486 | 0 | 07 Aug 2026 | Direct | ||
| Adam Daley | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 62.1% | 7,486 | 19,535 | 07 Aug 2026 | Direct | ||
| Adam Daley | STEM | Restricted Stock Unit | Options Exercise | -100% | -7,486 | 0 | 07 Aug 2026 | Direct | ||
| Krishna Shivram | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 240.6% | 7,486 | 10,597 | 07 Aug 2026 | Direct | ||
| Krishna Shivram | STEM | Restricted Stock Unit | Options Exercise | -100% | -7,486 | 0 | 07 Aug 2026 | Direct | ||
| Ira M. Birns | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 111.4% | 7,486 | 14,207 | 07 Aug 2026 | Direct | ||
| Ira M. Birns | STEM | Restricted Stock Unit | Options Exercise | -100% | -7,486 | 0 | 07 Aug 2026 | Direct | ||
| David S. Buzby | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 7,486 | 7,486 | 07 Aug 2026 | Direct | |||
| David S. Buzby | STEM | Restricted Stock Unit | Options Exercise | -100% | -7,486 | 0 | 07 Aug 2026 | Direct | ||
| Laura D. Tyson | STEM | Common Stock, Par Value $0.0001 Per Share | Award | 93.7% | 7,486 | 15,473 | 07 Aug 2026 | Direct | ||
| Laura D. Tyson | STEM | Restricted Stock Unit | Options Exercise | -100% | -7,486 | 0 | 07 Aug 2026 | Direct | ||
| Brian Musfeldt | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -29.5% | $6,086 | $6.11 | -996 | 2,379 | 20 Jul 2026 | Direct |
| Brian Musfeldt | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 3,375 | 3,375 | 17 Jul 2026 | Direct | |||
| Brian Musfeldt | STEM | Performance Stock Unit | Options Exercise | -50% | -3,375 | 3,375 | 17 Jul 2026 | Direct | ||
| Saul R. Laureles | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -1.92% | $5,299 | $7.85 | -675 | 34,525 | 02 Jul 2026 | Direct |
| Matthew Tappin | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -9.42% | $7,819 | $7.85 | -996 | 9,577 | 02 Jul 2026 | Direct |
| Michael James Carlson | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -4.95% | $10,574 | $7.85 | -1,347 | 25,861 | 02 Jul 2026 | Direct |
| Arun Narayanan | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -9.46% | $15,669 | $7.85 | -1,996 | 19,109 | 02 Jul 2026 | Direct |
| Saul R. Laureles | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 28.2% | 7,750 | 35,200 | 30 Jun 2026 | Direct | ||
| Saul R. Laureles | STEM | Performance Stock Unit | Options Exercise | -73.8% | -7,750 | 2,750 | 30 Jun 2026 | Direct | ||
| Matthew Tappin | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 274.5% | 7,750 | 10,573 | 30 Jun 2026 | Direct | ||
| Matthew Tappin | STEM | Performance Stock Unit | Options Exercise | -73.8% | -7,750 | 2,750 | 30 Jun 2026 | Direct | ||
| Michael James Carlson | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 39.8% | 7,750 | 27,208 | 30 Jun 2026 | Direct | ||
| Michael James Carlson | STEM | Performance Stock Unit | Options Exercise | -73.8% | -7,750 | 2,750 | 30 Jun 2026 | Direct | ||
| Arun Narayanan | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 62.6% | 8,125 | 21,105 | 30 Jun 2026 | Direct | ||
| Arun Narayanan | STEM | Performance Stock Unit | Options Exercise | -50% | -8,125 | 8,125 | 30 Jun 2026 | Direct | ||
| Laura D. Tyson | STEM | Restricted Stock Unit | Award | 12,168 | 12,168 | 03 Jun 2026 | Direct | |||
| Adam Daley | STEM | Restricted Stock Unit | Award | 12,168 | 12,168 | 03 Jun 2026 | Direct | |||
| Anil Tammineedi | STEM | Restricted Stock Unit | Award | 12,168 | 12,168 | 03 Jun 2026 | Direct | |||
| Krishna Shivram | STEM | Restricted Stock Unit | Award | 12,168 | 12,168 | 03 Jun 2026 | Direct | |||
| David S. Buzby | STEM | Restricted Stock Unit | Award | 12,168 | 12,168 | 03 Jun 2026 | Direct | |||
| Ira M. Birns | STEM | Restricted Stock Unit | Award | 12,168 | 12,168 | 03 Jun 2026 | Direct | |||
| Vasudevan Guruswamy | STEM | Restricted Stock Unit | Award | 12,168 | 12,168 | 03 Jun 2026 | Direct | |||
| Matthew Tappin | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -12.5% | $4,354 | $10.83 | -402 | 2,823 | 11 Mar 2026 | Direct |
| Matthew Tappin | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -16.9% | $7,284 | $11.12 | -655 | 3,225 | 10 Mar 2026 | Direct |
| Saul R. Laureles | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -3.32% | $10,475 | $11.12 | -942 | 27,450 | 10 Mar 2026 | Direct |
| Michael James Carlson | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -9.65% | $23,118 | $11.12 | -2,079 | 19,458 | 10 Mar 2026 | Direct |
| Arun Narayanan | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -28.4% | $57,212 | $11.12 | -5,145 | 12,980 | 10 Mar 2026 | Direct |
| Matthew Tappin | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 60.2% | 1,458 | 3,880 | 07 Mar 2026 | Direct | ||
| Matthew Tappin | STEM | Restricted Stock Unit | Options Exercise | -50% | -1,458 | 1,459 | 07 Mar 2026 | Direct | ||
| Saul R. Laureles | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 11.4% | 2,916 | 28,392 | 07 Mar 2026 | Direct | ||
| Saul R. Laureles | STEM | Restricted Stock Unit | Options Exercise | -50% | -2,916 | 2,918 | 07 Mar 2026 | Direct | ||
| Michael James Carlson | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 19.7% | 3,541 | 21,537 | 07 Mar 2026 | Direct | ||
| Michael James Carlson | STEM | Restricted Stock Unit | Options Exercise | -50.2% | -3,541 | 3,516 | 07 Mar 2026 | Direct | ||
| Arun Narayanan | STEM | Common Stock, Par Value $0.0001 Per Share | Options Exercise | 18,125 | 18,125 | 07 Mar 2026 | Direct | |||
| Arun Narayanan | STEM | Restricted Stock Unit | Options Exercise | -76.3% | -18,125 | 5,625 | 07 Mar 2026 | Direct | ||
| Matthew Tappin | STEM | Common Stock, Par Value $0.0001 Per Share | Sale | -7.1% | $1,850 | $10.00 | -185 | 2,422 | 04 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.