Who owns Stem, Inc. (STEM)
Which tracked institutional funds hold STEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STEM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened STEM while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STEM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STEM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STEM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 75 tracked filers holding STEM, 27 increased or opened the position and 45 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STEM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- VANGUARD CAPITAL MANAGEMENT LLC$3M
Full exits 4
- VANGUARD GROUP INC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- GOLDMAN SACHS GROUP INC$538K
- Jump Financial, LLC$534K
Largest adds
- Trexquant Investment LP$425K
- RENAISSANCE TECHNOLOGIES LLC$349K
- TWO SIGMA INVESTMENTS, LP$270K
Largest trims
- BlackRock, Inc.$889K
- GEODE CAPITAL MANAGEMENT, LLC$515K
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$432K
- Susquehanna Portfolio Strategies, LLC$297K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 343,813 | $3M | 9.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 282,151 | $2M | 7.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 175,389 | $2M | 4.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 134,712 | $1M | 3.8% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 108,502 | $959K | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 92,052 | $814K | 2.6% | 2026-Q1 |
| Trexquant Investment LP added | 91,676 | $810K | 2.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 69,600 | $615K | 1.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 58,575 | $518K | 1.6% | 2026-Q1 |
| UBS Group AG added | 53,233 | $471K | 1.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 53,094 | $469K | 1.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 49,718 | $440K | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 48,035 | $425K | 1.3% | 2026-Q1 |
| STATE STREET CORP | 38,279 | $338K | 1.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 37,214 | $329K | 1.0% | 2026-Q1 |
| COHEN & STEERS, INC. | 31,887 | $282K | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 28,213 | $249K | 0.8% | 2026-Q1 |
| HSBC HOLDINGS PLC | 28,424 | $249K | 0.8% | 2026-Q1 |
| Keyframe Capital Partners, L.P. | 25,924 | $229K | 0.7% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 23,713 | $210K | 0.7% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 21,300 | $188K | 0.6% | 2026-Q1 |
| Virtu Financial LLC added | 18,753 | $166K | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 18,633 | $165K | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 16,147 | $143K | 0.4% | 2026-Q1 |
| Centiva Capital, LP trimmed | 14,967 | $132K | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 13,914 | $123K | 0.4% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 11,955 | $106K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 11,417 | $101K | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 10,563 | $91K | 0.3% | 2026-Q1 |
| XTX Topco Ltd trimmed | 10,172 | $90K | 0.3% | 2026-Q1 |
| Zweig-DiMenna Associates LLC | 8,302 | $73K | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 5,048 | $45K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,577 | $32K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,852 | $25K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 2,487 | $22K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,900 | $17K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 1,478 | $13K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 396,383 | $6M | 18.8% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 83,393 | $1M | 4.0% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 44,340 | $777K | 2.4% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 35,738 | $538K | 1.7% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 35,500 | $534K | 1.7% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 32,967 | $496K | 1.6% | 2025-Q4 stale |
| DNB Asset Management AS trimmed | 32,461 | $489K | 1.5% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 27,690 | $417K | 1.3% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 23,790 | $358K | 1.1% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC trimmed | 48,446 | $302K | 1.0% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 43,836 | $273K | 0.9% | 2025-Q2 stale |
| MANGROVE PARTNERS IM, LLC new | 18,061 | $272K | 0.9% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 18,040 | $272K | 0.9% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp trimmed | 12,600 | $190K | 0.6% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 11,778 | $177K | 0.6% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 11,100 | $167K | 0.5% | 2025-Q4 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 444,053 | $156K | 0.5% | 2025-Q1 stale |
| Bank of New York Mellon Corp trimmed | 437,581 | $153K | 0.5% | 2025-Q1 stale |
| Lido Advisors, LLC trimmed | 22,394 | $140K | 0.4% | 2025-Q2 stale |
| ALLIANCEBERNSTEIN L.P. trimmed | 274,368 | $96K | 0.3% | 2025-Q1 stale |
| Jain Global LLC new | 15,203 | $95K | 0.3% | 2025-Q2 stale |
| Sanctuary Advisors, LLC added | 228,839 | $80K | 0.3% | 2025-Q3 stale |
| Invesco Ltd. trimmed | 221,763 | $78K | 0.2% | 2025-Q1 stale |
| Walleye Trading LLC trimmed | 5,011 | $75K | 0.2% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 4,914 | $74K | 0.2% | 2025-Q4 stale |
| Rock Point Advisors, LLC trimmed | 11,847 | $74K | 0.2% | 2025-Q2 stale |
| AXQ CAPITAL, LP trimmed | 11,541 | $72K | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 11,203 | $69K | 0.2% | 2025-Q2 stale |
| Cetera Investment Advisers added | 175,250 | $61K | 0.2% | 2025-Q1 stale |
| Point72 Asia (Singapore) Pte. Ltd. new | 3,287 | $58K | 0.2% | 2025-Q3 stale |
| Electron Capital Partners, LLC added | 163,390 | $57K | 0.2% | 2025-Q1 stale |
| Vanguard Personalized Indexing Management, LLC added | 160,359 | $56K | 0.2% | 2025-Q1 stale |
| Skandinaviska Enskilda Banken AB (publ) trimmed | 3,115 | $55K | 0.2% | 2025-Q3 stale |
| IEQ CAPITAL, LLC new | 133,139 | $47K | 0.1% | 2025-Q1 stale |
| GWN SECURITIES INC. new | 80,774 | $45K | 0.1% | 2025-Q1 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 93,598 | $33K | 0.1% | 2025-Q1 stale |
| TUDOR INVESTMENT CORP ET AL | 91,608 | $32K | 0.1% | 2025-Q1 stale |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 91,000 | $32K | 0.1% | 2025-Q1 stale |
| Baird Financial Group, Inc. trimmed | 89,157 | $31K | 0.1% | 2025-Q1 stale |
| Cerity Partners LLC added | 82,666 | $29K | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 74,374 | $26K | 0.1% | 2025-Q1 stale |
| MONEY CONCEPTS CAPITAL CORP | 70,000 | $25K | 0.1% | 2025-Q1 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 69,610 | $24K | 0.1% | 2025-Q1 stale |
| NEW YORK STATE COMMON RETIREMENT FUND | 59,423 | $21K | 0.1% | 2025-Q1 stale |
| SG Americas Securities, LLC trimmed | 54,779 | $19K | 0.1% | 2025-Q1 stale |
| Aries Wealth Management | 50,000 | $18K | 0.1% | 2025-Q1 stale |
| SCP Investment, LP trimmed | 48,688 | $17K | 0.1% | 2025-Q1 stale |
| AlTi Global, Inc. | 48,621 | $17K | 0.1% | 2025-Q1 stale |
| Integrated Wealth Concepts LLC added | 46,268 | $16K | 0.1% | 2025-Q1 stale |
| Skaana Management L.P. trimmed | 44,504 | $16K | 0.0% | 2025-Q1 stale |
| Pallas Capital Advisors LLC new | 41,871 | $15K | 0.0% | 2025-Q1 stale |
| Mariner, LLC added | 41,168 | $14K | 0.0% | 2025-Q1 stale |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 40,660 | $14K | 0.0% | 2025-Q1 stale |
| Engineers Gate Manager LP trimmed | 38,649 | $14K | 0.0% | 2025-Q1 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 38,500 | $13K | 0.0% | 2025-Q1 stale |
| Ethic Inc. added | 39,019 | $13K | 0.0% | 2025-Q1 stale |
| Wealthspire Advisors, LLC trimmed | 723 | $13K | 0.0% | 2025-Q3 stale |
| 360 Financial, Inc. added | 34,907 | $12K | 0.0% | 2025-Q1 stale |
| CIBC WORLD MARKETS CORP added | 33,686 | $12K | 0.0% | 2025-Q1 stale |
| CIBC WORLD MARKET INC. added | 33,500 | $12K | 0.0% | 2025-Q1 stale |
| Nuveen, LLC new | 33,249 | $12K | 0.0% | 2025-Q1 stale |
| ProShare Advisors LLC trimmed | 32,834 | $12K | 0.0% | 2025-Q1 stale |
| Police & Firemen's Retirement System of New Jersey | 32,110 | $11K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.