STEM · Stem, Inc. · Shareholders & Ownership

$3.02 -0.30 (-9.04%)

Market Cap

$30.90M

9.63M

Volume · Oct 22 200.12K Avg daily vol (3M) 142.15K

Every disclosed holder of STEM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns STEM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	71	2,202,940	22.88%	Yes
Insiders (Forms 3, 4, 5)	14	427,444	4.44%	Yes
13D/G-only blocks	1	530,163	5.51%	Yes
Remaining	—	6,466,197	67.17%	Rest
Registered funds (N-PORT, not summed)	18	560,005	5.82%	No

Shares outstanding: 9,626,744, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of STEM

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Schroder Investment Management Limited 13G CIK 1105005 · Registered investment adviser · Dec 29, 2023	530,163	5.51%	—	Dec 29, 2023
2	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	405,608	4.21%	+114,268	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	361,249	3.75%	+17,436	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	245,987	2.56%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	Tammineedi Anil Insider CIK 1861916 · Aug 7, 2026 Director, issuer-wide	229,965	2.39%	+7,486	Aug 7, 2026	Director, issuer-wide
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	164,477	1.71%	+29,765	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	27,987	0.29%	—	Jun 30, 2026	iShares Trust, not summed
7	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	110,640	1.15%	+18,964	Jun 30, 2026	carried, not yet filed for the newest quarter
8	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,234	1.07%	-72,155	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GSA CAPITAL PARTNERS LLP 13F CIK 1362033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,321	1.06%	-6,181	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	96,283	1.00%	+7,409	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	93,094	0.97%	+40,000	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,014	0.97%	+962	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	74,646	0.78%	+64,083	Jun 30, 2026	carried, not yet filed for the newest quarter
14	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	66,482	0.69%	+7,907	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,600	0.62%	-10,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	44,000	0.46%	-10,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
15.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	15,600	0.16%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
16	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	56,898	0.59%	+7,180	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Longaeva Partners L.P. 13F CIK 2054122 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	48,186	0.50%	+48,186	Jun 30, 2026	carried, not yet filed for the newest quarter
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	38,278	0.40%	-1	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	63	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	37,661	0.39%	-10,374	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Laureles Saul R. Insider CIK 1672864 · Jul 2, 2026 Chief Legal Officer, issuer-wide	34,525	0.36%	+7,075	Jul 2, 2026	Chief Legal Officer, issuer-wide
21	COHEN & STEERS INFRASTRUCTURE FUND INC Fund · Registered fund · Jun 30, 2026 COHEN & STEERS INFRASTRUCTURE FUND INC, not summed	31,887	0.33%	—	Jun 30, 2026	COHEN & STEERS INFRASTRUCTURE FUND INC, not summed
22	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,887	0.33%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
23	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,636	0.31%	+1,423	Jun 30, 2026	carried, not yet filed for the newest quarter
24	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	29,482	0.31%	+19,310	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	28,526	0.30%	-8,688	Jun 30, 2026	carried, not yet filed for the newest quarter
26	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	28,424	0.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,655	0.28%	+12,741	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,510	0.10%	+3,000	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
28	Carlson Michael James Insider CIK 1948274 · Sep 29, 2026 President, Managed Services, issuer-wide	26,020	0.27%	+159	Sep 29, 2026	President, Managed Services, issuer-wide
29	Keyframe Capital Partners, L.P. 13F CIK 1830175 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	25,924	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	25,132	0.26%	-28,101	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Daley Adam Insider CIK 1821227 · Aug 7, 2026 Director, issuer-wide	24,173	0.25%	—	Aug 7, 2026	Director, issuer-wide
32	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,727	0.25%	+23,727	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NOMURA HOLDINGS INC 13F CIK 1163653 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,713	0.25%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	21,241	0.22%	+2,608	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Narayanan Arun Insider CIK 2052035 · Jul 2, 2026 Chief Executive Officer, issuer-wide	19,109	0.20%	+6,129	Jul 2, 2026	Chief Executive Officer, issuer-wide
36	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,147	0.17%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TYSON LAURA D Insider CIK 1183429 · Aug 7, 2026 Director, issuer-wide	15,473	0.16%	+7,486	Aug 7, 2026	Director, issuer-wide
38	Birns Ira M Insider CIK 1396673 · Aug 7, 2026 Director, issuer-wide	14,207	0.15%	+7,486	Aug 7, 2026	Director, issuer-wide
39	Engineers Gate Manager LP 13F CIK 1620220 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,700	0.13%	+12,700	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BUZBY DAVID S Insider CIK 1244203 · Aug 7, 2026 Director, issuer-wide	12,301	0.13%	—	Aug 7, 2026	Director, issuer-wide
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,385	0.12%	-32	Jun 30, 2026	carried, not yet filed for the newest quarter
42	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,346	0.12%	+11,346	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,438	0.07%	+1,042	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
43	Guruswamy Vasudevan Insider CIK 2062155 · Aug 7, 2026 Director, issuer-wide	10,597	0.11%	+7,486	Aug 7, 2026	Director, issuer-wide
44	Shivram Krishna Insider CIK 1512863 · Aug 7, 2026 Director, issuer-wide	10,597	0.11%	+7,486	Aug 7, 2026	Director, issuer-wide
45	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,717	0.10%	+9,717	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Tappin Matthew Insider CIK 1986259 · Jul 2, 2026 President, Software Products, issuer-wide	9,577	0.10%	+6,754	Jul 2, 2026	President, Software Products, issuer-wide
47	Albert Hofeldt Insider CIK 2042599 · Feb 20, 2025 Chief Technology Officer, issuer-wide	9,293	0.10%	+1,692	Feb 20, 2025	Chief Technology Officer, issuer-wide
48	Homenock Kim Insider CIK 1941731 · Feb 19, 2025 Chief People Officer, issuer-wide	9,228	0.10%	+1,129	Feb 19, 2025	Chief People Officer, issuer-wide
49	Zweig-DiMenna Associates LLC 13F CIK 1533950 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,302	0.09%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND Fund S000002855 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	4,672	0.05%	0	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 95 holders

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Key facts CIK 1758766 CUSIP 85859N300 13F (30d) 5 filings 5 filers Visit website Investor relations