Stem STEM Institutional Ownership

NYSE STEM

$5.46 -0.03 (-0.55%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

74 Institutions

Increased 28 37.8%

Unchanged 27 36.5%

Reduced 19 25.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

24.18%

▲+1.12 pp QoQ

Shares Held by Institutions

2.20Mn

of 9.11Mn outstanding

▲+16.21% QoQ

Shares Outstanding

9.11Mn

6.91Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

+307.33K

accumulated since last quarter

Value of Holdings

$12.05Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Stem, Inc. (NYSE:STEM) is held by 74 institutional investors per 13F filings through June 2026.

They owned 24.2% of outstanding stock in June 2026, up from 23.1% the prior quarter.
Their total shares held in STEM increased 16.21% quarter over quarter, and separately, investors owning Stem decreased 9.76% from a year ago.
Of these 74 holders, 28 added to their stakes in Stem, 19 trimmed positions, and 27 made no changes.
Institutional investors collectively held 2.2Mn shares in Stem as of June 2026, up by 307.33K shares quarter on quarter, and up 542.82K shares year over year.
MARSHALL WACE, LLP leads ownership in STEM with 405.61K shares as of June 30, 2026, equal to 4.45% of outstanding shares.
Top purchasers of STEM stock for the quarter ending June 2026 included MARSHALL WACE, LLP (114.27K), ACADIAN ASSET MANAGEMENT LLC (64.08K), Longaeva Partners L.P. (48.19K), BNP PARIBAS FINANCIAL MARKETS (40.0K), BlackRock, Inc. (29.76K).
Leading sellers of Stem shares for the quarter ending June 2026 were TWO SIGMA INVESTMENTS, LP (72.16K), UBS Group AG (28.1K), Morgan Stanley (10.37K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (10.0K), Citigroup Inc (8.69K).
According to Business Quant data, leading holders of STEM for June 2026 are MARSHALL WACE, LLP (405.61K), VANGUARD CAPITAL MANAGEMENT LLC (361.25K), BlackRock, Inc. (164.48K), Trexquant Investment LP (110.64K), TWO SIGMA INVESTMENTS, LP (103.23K), GSA CAPITAL PARTNERS LLP (102.32K), BNP PARIBAS FINANCIAL MARKETS (93.09K), GEODE CAPITAL MANAGEMENT, LLC (93.01K), ACADIAN ASSET MANAGEMENT LLC (74.65K), RENAISSANCE TECHNOLOGIES LLC (66.48K).

Form 13F Holdings

74 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.20Mn

Of outstanding 24.18%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	MARSHALL WACE, LLP	0001318757	405,608	4.45%	▲114,268	+39.22%	$3.17Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	361,249	3.97%	▲17,436	+5.07%	$2.82Mn
3	BlackRock, Inc.	0002012383	164,477	1.81%	▲29,765	+22.10%	$1.28Mn
4	Trexquant Investment LP	0001633445	110,640	1.21%	▲18,964	+20.69%	$864.10K
5	TWO SIGMA INVESTMENTS, LP	0001179392	103,234	1.13%	▼72,155	-41.14%	$806.26K
6	GSA CAPITAL PARTNERS LLP	0001362033	102,321	1.12%	▼6,181	-5.70%	$799
7	BNP PARIBAS FINANCIAL MARKETS	0001166588	93,094	1.02%	▲40,000	+75.34%	$727.06K
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	93,014	1.02%	▲962	+1.05%	$726.79K
9	ACADIAN ASSET MANAGEMENT LLC	0000916542	74,646	0.82%	▲64,083	+606.67%	$579
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	66,482	0.73%	▲7,907	+13.50%	$519.22K
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	59,600	0.65%	▼10,000	-14.37%	$465.48K
12	VANGUARD FIDUCIARY TRUST CO	0000933478	56,898	0.62%	▲7,180	+14.44%	$444.37K
13	Longaeva Partners L.P.	0002054122	48,186	0.53%	▲48,186	0.00%	$376.33K
14	State Street Corp	0000093751	38,278	0.42%	▼1	0.00%	$298.95K
15	Morgan Stanley	0000895421	37,661	0.41%	▼10,374	-21.60%	$294.13K
16	Cohen & Steers, Inc.	0001284812	31,887	0.35%	0	0.00%	$249
17	Royal Bank Of Canada	0001000275	29,636	0.33%	▲1,423	+5.04%	$231.00K
18	XTX Topco Ltd	0001828301	29,482	0.32%	▲19,310	+189.83%	$230.25K
19	Citigroup Inc	0000831001	28,526	0.31%	▼8,688	-23.35%	$222.79K
20	HSBC HOLDINGS PLC	0000873630	28,424	0.31%	0	0.00%	$221.42K

Showing 1 to 20 of 74 holders