Stem Inc (STEM) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

STEM ranks #5220 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

STEM is a top-conviction position for Keyframe Capital Partners, L.P. — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in STEM belongs to Marshall Wace, LLP, but the position matters far more to Keyframe Capital Partners, L.P., who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BNP Paribas Financial Markets has added to its STEM position for two straight quarters, increasing it by $724.1K to reach $727.1K today.

Susquehanna International Group, LLP has trimmed its STEM position for two straight quarters, cutting it by $7.8M while still holding $887.2K.

STEM is up 0.7% today, and institutions have been net buyers of $1.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

STEM reported a net loss of $73.1M over the trailing twelve months.

• Not yet profitable — net loss of $73.1M over the trailing twelve months
• Revenue declined 5.1% year over year
• Net income declined year over year, from -$21.9M to -$73.1M
• Generated $6.9M in positive operating cash flow
• Current ratio of 0.91x — below the conventional 1.5x liquidity buffer