HolderBook

STEM INC (STEM)

Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.

71
Reporting holders
$16.8M
Reported value
20.4%
Of shares outstanding
8.5%
Held as options
-3
Holder change

Institutions report 1,967,638 shares against 9,626,744 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MARSHALL WACE, LLP$3.2M405,6080.00%5q+39.2%+$892.4K
VANGUARD CAPITAL MANAGEMENT LLC$2.8M361,2490.00%2q+5.1%+$136.2K
BlackRock, Inc.$1.3M164,4770.00%5q+22.1%+$232.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$887.2Koptions only0.00%5qOPTIONS
Trexquant Investment LP$864.1K110,6400.01%3q+20.7%+$148.1K
TWO SIGMA INVESTMENTS, LP$806.3K103,2340.00%5q-41.1%-$563.5K
BNP PARIBAS FINANCIAL MARKETS$727.1K93,0940.00%5q+75.3%+$312.4K
GEODE CAPITAL MANAGEMENT, LLC$726.8K93,0140.00%5q+1.0%+$7.5K
RENAISSANCE TECHNOLOGIES LLC$519.2K66,4820.00%3q+13.5%+$61.8K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$465.5K59,6000.01%5q-14.4%-$78.1K
VANGUARD FIDUCIARY TRUST CO$444.4K56,8980.00%2q+14.4%+$56.1K
CITADEL ADVISORS LLC$383.7K23,7270.00%5qHELD
Longaeva Partners L.P.$376.3K48,1860.01%newNEW
STATE STREET CORP$299.0K38,2780.00%5qHELD
MORGAN STANLEY$294.1K37,6610.00%5q-21.6%-$81.0K
IMC-Chicago, LLC$282.7Koptions only0.00%3qOPTIONS
ROYAL BANK OF CANADA$231.0K29,6360.00%5q+5.0%+$11.1K
XTX Topco Ltd$230.3K29,4820.00%4q+189.8%+$150.8K
CITIGROUP INC$222.8K28,5260.00%5q-23.3%-$67.9K
HSBC HOLDINGS PLC$221.4K28,4240.00%5qHELD
Keyframe Capital Partners, L.P.$202.5K25,924100.00%4qHELD
UBS Group AG$196.3K25,1320.00%5q-52.8%-$219.5K
NOMURA HOLDINGS INC$185.2K23,7130.00%4qHELD
NORTHERN TRUST CORP$165.9K21,2410.00%5q+14.0%+$20.4K
HighTower Advisors, LLC$126.1K16,1470.00%5qHELD
Engineers Gate Manager LP$99.2K12,7000.00%newNEW
BANK OF AMERICA CORP /DE/$88.9K11,3850.00%5qHELD
GOLDMAN SACHS GROUP INC$88.6K11,3460.00%newNEW
Balyasny Asset Management L.P.$75.9K9,7170.00%newNEW
Zweig-DiMenna Associates LLC$64.8K8,3020.01%3qHELD
GROUP ONE TRADING LLC$55.9K4,0540.00%5q-19.7%-$13.7K
SIMPLEX TRADING, LLC$40.1K8400.00%5qHELD
WELLS FARGO & COMPANY/MN$36.2K4,6300.00%5q-35.3%-$19.7K
Steward Partners Investment Advisory, LLC$27.2K3,4870.00%2q+40.2%+$7.8K
Vanguard Global Advisers, LLC$22.3K2,8520.00%2qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$14.8K1,8700.00%3q-1.6%
PNC Financial Services Group, Inc.$8.4K1,0800.00%5qHELD
OSAIC HOLDINGS, INC.$5.5K7030.00%5q-14.6%
JPMORGAN CHASE & CO$5.3K7120.00%newNEW
FMR LLC$5.1K6480.00%5q-22.7%-$1.5K
NATIONAL BANK OF CANADA /FI/$4.0K5140.00%5q-47.8%-$3.7K
Rockefeller Capital Management L.P.$3.1K3920.00%4q-2.5%
DEUTSCHE BANK AG\$2.7K3470.00%5qHELD
Hurley Capital, LLC$1.9K2450.00%4qHELD
Federation des caisses Desjardins du Quebec$1.6K1990.00%5qHELD
BARCLAYS PLC$1.3K1670.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$1.2K1570.00%newNEW
SBI Securities Co., Ltd.$1.2K1490.00%5q+0.7%
GAMMA Investing LLC$9371200.00%4q-40.6%
GSA CAPITAL PARTNERS LLP$799102,3210.05%4q-5.7%
ACADIAN ASSET MANAGEMENT LLC$57974,6460.00%3q+606.7%
Cornerstone Financial Management LLC$515660.00%3qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$484620.00%2qHELD
US BANCORP \DE\$469600.00%5q-9.1%
HARBOUR INVESTMENTS, INC.$445570.00%2qHELD
NISA INVESTMENT ADVISORS, LLC$391500.00%5qHELD
Wilmington Savings Fund Society, FSB$273350.00%4qHELD
JONES FINANCIAL COMPANIES LLLP$265360.00%5q-62.5%
COHEN & STEERS, INC.$24931,8870.00%5qHELD
PRICE T ROWE ASSOCIATES INC /MD/$20926,6550.00%5q+91.6%
HM PAYSON & CO$196250.00%5qHELD
CoreCap Advisors, LLC$195250.00%5qHELD
Quent Capital, LLC$195250.00%3qHELD
Strategic Investment Solutions, Inc. /IL$195250.00%5qHELD
American Capital Advisory, LLC$188240.00%newNEW
Ascentis Wealth Management, LLC$162770.00%5q+1000.0%
Strategic Wealth Partners, Ltd.$148190.00%3qHELD
Allworth Financial LP$94120.00%5q-76.9%
Integrated Wealth Concepts LLC$94120.00%newNEW
Dogwood Wealth Management LLC$86110.00%5qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$78100.00%2qHELD
MATHER GROUP, LLC.$78100.00%2qHELD
IFP Advisors, Inc$3950.00%5q-99.7%-$11.5K
Smallwood Wealth Investment Management, LLC$1520.00%5qHELD
Russell Investments Group, Ltd.$810.00%5qHELD
CKW FINANCIAL GROUP$21920.00%5qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202671$16.8M1,967,6381114178.5%
Q1 202674$18.5M1,784,5718132214.8%
Q4 202588$40.4M1,756,23119152334.6%
Q3 202585$52.2M1,894,00225171936.4%
Q2 202579$14.5M1,556,889800133.1%
Q1 20253$26.2K14500099.8%
Q4 20243$173.6K14500199.9%
Q3 20243$25.1K64500099.1%
Q2 20244$377.0K64520099.8%
Q1 20243$847.1K0000100.0%
Q4 20234$3.7M0000100.0%
Q3 20234$10.0M0200100.0%
Q2 20233$7.0M0000100.0%
Q1 20234$5.0M0000100.0%
Q4 20224$6.9M0000100.0%
Q3 20224$20.3M0200100.0%
Q2 20224$6.3M0300100.0%
Q1 20222$3.6M0000100.0%
Q4 20212$9.7M0000100.0%
Q3 20212$22.2M0000100.0%
Q2 20213$63.1M0500100.0%