StemSTEM
13F holders, Q1 2026 (March 31)75holders −11
9new positions
19sold out
1famous investor
$8.84avg. 13F price*
At the end of Q1 2026, 75 institutions reported holding Stem Inc. (STEM) in their 13F filings, down 11 from Q4 2025. 9 opened new positions and 19 sold out. The largest holders were Vanguard Capital Management LLC ($3.0M), Marshall Wace, LLP ($2.6M) and Two Sigma Investments, LP ($1.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Stem Inc.
- CUSIP
- 85859N300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $323K |
| Exits | 19 | $4.9M |
All 13F filers, Q4 2025 → Q1 2026: 503,360 shares bought and 363,991 shares sold, net +139,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Vanguard Capital Management LLC | 0.00% | — | 343,813 | $3.0M |
| Marshall Wace, LLP | 0.00% | Add +74.2% | 291,340 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Add +106.1% | 175,389 | $1.6M |
| BlackRock, Inc. | 0.00% | Reduce -2.5% | 134,712 | $1.2M |
| Gsa Capital Partners LLP | 0.06% | Add +37.0% | 108,502 | $959K |
| Geode Capital Management, LLC | 0.00% | Add +4.3% | 92,052 | $814K |
| Trexquant Investment LP | 0.01% | Add +258.4% | 91,676 | $810K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 69,600 | $615K |
| Renaissance Technologies | 0.00% | Add +423.0% | 58,575 | $518K |
| UBS Group AG | 0.00% | Add +46.3% | 53,233 | $471K |
| BNP Paribas Financial Markets | 0.00% | Add +173.9% | 53,094 | $469K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 49,718 | $440K |
| Morgan Stanley | 0.00% | Add +99.5% | 48,035 | $425K |
| State Street Corp. | 0.00% | No change | 38,279 | $338K |
| Citigroup Inc. | 0.00% | Reduce -0.0% | 37,214 | $329K |
| Cohen & Steers, Inc. | 0.00% | No change | 31,887 | $282K |
| Royal Bank of Canada | 0.00% | Add +8.8% | 28,213 | $249K |
| HSBC Holdings PLC | 0.00% | No change | 28,424 | $249K |
| Keyframe Capital Partners, L.P. | 100.00% | No change | 25,924 | $229K |
| Nomura Holdings Inc. | 0.00% | Add +92.2% | 23,713 | $210K |
| Canada Pension Plan Investment Board | 0.00% | Add +32.3% | 21,300 | $188K |
| Virtu Financial LLC | 0.01% | New | 18,753 | $166K |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 18,633 | $165K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 16,147 | $143K |
| Centiva Capital, LP | 0.01% | New | 14,967 | $132K |
| T. Rowe Price Associates Inc. | 0.00% | Add +32.3% | 13,914 | $123K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -55.4% | 11,955 | $106K |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 11,417 | $101K |
| Acadian Asset Management LLC | 0.00% | Add +192.8% | 10,563 | $91K |
| XTX Topco Ltd | 0.00% | Reduce -30.2% | 10,172 | $90K |
| Zweig-DiMenna Associates LLC | 0.01% | No change | 8,302 | $73K |
| Group One Trading LLC | 0.00% | Add +77.2% | 5,048 | $45K |
| Wells Fargo & Company | 0.00% | Reduce -69.3% | 3,577 | $32K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,852 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,487 | $22K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,900 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 1,478 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.3% | 1,236 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.6% | 1,080 | $10K |
| National Bank of Canada | 0.00% | Reduce -43.6% | 984 | $9K |
| FMR LLC | 0.00% | Reduce -62.4% | 838 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 823 | $7K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 402 | $4K |
| Deutsche Bank AG | 0.00% | Reduce -91.4% | 347 | $3K |
| Cwm, LLC | 0.00% | Reduce -27.4% | 246 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 245 | $2K |
| CKW Financial Group | 0.00% | No change | 192 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -11.4% | 202 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 199 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.7% | 148 | $1K |
| Federated Hermes, Inc. | 0.00% | No change | 98 | $866 |
| Jones Financial Companies LLLP | 0.00% | No change | 96 | $840 |
| TopTier Wealth Management, LLC | 0.00% | New | 91 | $804 |
| Optiver Holding B.V. | 0.00% | No change | 87 | $769 |
| Cornerstone Financial Management LLC | 0.00% | No change | 66 | $583 |
| US Bancorp \de | 0.00% | Reduce -1.5% | 66 | $583 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 62 | $548 |
| Harbour Investments, Inc. | 0.00% | New | 57 | $504 |
| Allworth Financial LP | 0.00% | Add +23.8% | 52 | $460 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 50 | $442 |
| Advisory Services Network, LLC | 0.00% | New | 43 | $380 |
| MAI Capital Management | 0.00% | No change | 37 | $328 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 35 | $309 |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -32.4% | 25 | $221 |
| HM Payson & Co. | 0.00% | No change | 25 | $221 |
| CoreCap Advisors, LLC | 0.00% | No change | 25 | $221 |
| Quent Capital, LLC | 0.00% | No change | 25 | $221 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 19 | $168 |
| Dogwood Wealth Management LLC | 0.00% | No change | 11 | $97 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 10 | $88 |
| Mather Group, Llc. | 0.00% | New | 10 | $88 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 7 | $61 |
| Sound Income Strategies, LLC | 0.00% | No change | 5 | $44 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 2 | $17 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -83.3% | 1 | $9 |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.