| 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, 84 institutional investors reported holding 1,825,179 shares of STEM, INC. - Common Stock (STEM). This represents 22% of the company’s total 8,335,237 outstanding shares.
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 |
| 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 |
| NORTHERN TRUST CORP | 0.23% | 18,779 | -5.6% | 0% | $282,623 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,825,179 | $27,469,612 | -$2,006,239 | $15.05 | 84 |
| 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 |