StemSTEM

13F holders, Q2 2026 (June 30)
72holders −3
9new positions
11sold out
2famous investors
$7.81avg. 13F price*

At the end of Q2 2026, 72 institutions reported holding Stem Inc. (STEM) in their 13F filings, down 3 from Q1 2026. 9 opened new positions and 11 sold out. The largest holders were Marshall Wace, LLP ($3.2M), Vanguard Capital Management LLC ($2.8M) and BlackRock, Inc. ($1.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Stem Inc.
CUSIP
85859N300
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 80Q2 2025Q3 2025: 85Q3 2025Q4 2025: 86Q4 2025Q1 2026: 75Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$839K
Exits11$606K

All 13F filers, Q1 2026 → Q2 2026: 446,120 shares bought and 207,579 shares sold, net +238,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

Marshall Wace, LLP 0.00% Add +39.2% 405,608 $3.2M
Vanguard Capital Management LLC 0.00% Add +5.1% 361,249 $2.8M
BlackRock, Inc. 0.00% Add +22.1% 164,477 $1.3M
Trexquant Investment LP 0.01% Add +20.7% 110,640 $864K
Two Sigma Investments, LP 0.00% Reduce -41.1% 103,234 $806K
Gsa Capital Partners LLP 0.05% Reduce -5.7% 102,321 $799K
BNP Paribas Financial Markets 0.00% Add +75.3% 93,094 $727K
Geode Capital Management, LLC 0.00% Add +1.1% 93,014 $727K
Acadian Asset Management LLC 0.00% Add +606.7% 74,646 $579K
Renaissance Technologies 0.00% Add +13.5% 66,482 $519K
Bridgeway Capital Management, LLC 0.01% Reduce -14.4% 59,600 $465K
Vanguard Fiduciary Trust Co. 0.00% Add +14.4% 56,898 $444K
Longaeva Partners L.P. 0.01% New 48,186 $376K
State Street Corp. 0.00% Reduce 0.0% 38,278 $299K
Morgan Stanley 0.00% Reduce -21.6% 37,661 $294K
Cohen & Steers, Inc. 0.00% No change 31,887 $249K
Royal Bank of Canada 0.00% Add +5.0% 29,636 $231K
XTX Topco Ltd 0.00% Add +189.8% 29,482 $230K
Citigroup Inc. 0.00% Reduce -23.4% 28,526 $223K
HSBC Holdings PLC 0.00% No change 28,424 $221K
T. Rowe Price Associates Inc. 0.00% Add +91.6% 26,655 $209K
Keyframe Capital Partners, L.P. 100.00% No change 25,924 $202K
UBS Group AG 0.00% Reduce -52.8% 25,132 $196K
Citadel Advisors 0.00% New 23,727 $185K
Nomura Holdings Inc. 0.00% No change 23,713 $185K
Northern Trust Corp. 0.00% Add +14.0% 21,241 $166K
HighTower Advisors, LLC 0.00% No change 16,147 $126K
Engineers Gate Manager LP 0.00% New 12,700 $99K
Bank of America Corp. 0.00% Reduce -0.3% 11,385 $89K
Goldman Sachs Group Inc. 0.00% New 11,346 $89K
Balyasny Asset Management L.P. 0.00% New 9,717 $76K
Zweig-DiMenna Associates LLC 0.01% No change 8,302 $65K
Wells Fargo & Company 0.00% Add +29.4% 4,630 $36K
Group One Trading LLC 0.00% Reduce -19.7% 4,054 $32K
Steward Partners Investment Advisory, LLC 0.00% Add +40.2% 3,487 $27K
Vanguard Global Advisers, LLC 0.00% No change 2,852 $22K
International Assets Investment Management, LLC 0.00% Reduce -1.6% 1,870 $15K
PNC Financial Services Group, Inc. 0.00% No change 1,080 $8K
Simplex Trading, LLC 0.00% New 840 $7K
Osaic Holdings, Inc. 0.00% Reduce -14.6% 703 $5K
JPMorgan Chase & Co. 0.00% New 712 $5K
FMR LLC 0.00% Reduce -22.7% 648 $5K
National Bank of Canada 0.00% Reduce -47.8% 514 $4K
Rockefeller Capital Management L.P. 0.00% Reduce -2.5% 392 $3K
Deutsche Bank AG 0.00% No change 347 $3K
CKW Financial Group 0.00% No change 192 $2K
Hurley Capital, LLC 0.00% No change 245 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 199 $2K
Barclays PLC 0.00% New 167 $1K
SBI Securities Co., Ltd. 0.00% Add +0.7% 149 $1K
GAMMA Investing LLC 0.00% Reduce -40.6% 120 $937
Cornerstone Financial Management LLC 0.00% No change 66 $515
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 62 $484
US Bancorp \de 0.00% Reduce -9.1% 60 $469
Harbour Investments, Inc. 0.00% No change 57 $445
Nisa Investment Advisors, LLC 0.00% No change 50 $391
Wilmington Savings Fund Society, FSB 0.00% No change 35 $273
Jones Financial Companies LLLP 0.00% Reduce -62.5% 36 $265
HM Payson & Co. 0.00% No change 25 $196
CoreCap Advisors, LLC 0.00% No change 25 $195
Quent Capital, LLC 0.00% No change 25 $195
Strategic Investment Solutions, Inc. 0.00% No change 25 $195
American Capital Advisory, LLC 0.00% New 24 $188
Strategic Wealth Partners, Ltd. 0.00% No change 19 $148
Allworth Financial LP 0.00% Reduce -76.9% 12 $94
Dogwood Wealth Management LLC 0.00% No change 11 $86
Northwestern Mutual Wealth Management Co. 0.00% No change 10 $78
Mather Group, Llc. 0.00% No change 10 $78
Ascentis Wealth Management, LLC 0.00% No change 7 $54
IFP Advisors, Inc 0.00% Reduce -99.7% 5 $39
Smallwood Wealth Investment Management, LLC 0.00% No change 2 $15
Russell Investments Group, Ltd. 0.00% No change 1 $8

"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.