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STEM

STEM Institutional Ownership & 13F Filings

Stem INC

-$7.5M

Net Activity

Data as of: 2026-03-31

Institutions Holding

78

Popularity Rank

#5012

Avg Weight

1.28%

Total Value

$19.4M

Ownership Trend

78 institutions currently hold STEM, with 25 net buyers and 48 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

48

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

VC
Vanguard Capital Management LLC
$3.0M
MW
Marshall Wace, LLP
$2.6M
TS
Two Sigma Investments, LP
$1.6M
SI
Susquehanna International Group, LLP
$1.5M
BI
BlackRock, Inc.
$1.2M

Top 5 by Conviction

KC
Keyframe Capital Partners, L.P.
100.00%
GC
Gsa Capital Partners LLP
0.06%
CL
Css Llc/il
0.03%
TI
Trexquant Investment LP
0.01%
BC
Bridgeway Capital Management, LLC
0.01%
View all 78 holding institutions

Across its top 20 institutional holders, STEM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 38/100).

Quarterly Activity

Recent Activity

+$9.8M

Total Buy Value

$20.9M

Total Sell Value

New buy9
Trim25
Add16
Sold out23

25

Net Buyers

48

Net Sellers

Smart Money Convergence

STEM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/STEM

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

5

Filings (90d)

$45K

Total Est. Value

6K shares

Planned Shares

Last Filed 2026-07-20
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Musfeldt BrianOfficer2026-07-20996 shares$6K
Narayanan ArunOfficer, Director2026-07-022K shares$15K
Carlson Michael JamesOfficer2026-07-021K shares$10K
Laureles Saul R.Officer2026-07-02675 shares$5K
Tappin MatthewOfficer2026-07-02996 shares$8K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

85859N300, 85859N102

FAQ

Who are the top institutional investors holding STEM INC (STEM)?
Major stakeholders currently include Vanguard Capital Management LLC ($3.0M), Marshall Wace, LLP ($2.6M), Two Sigma Investments, LP ($1.6M). Based on the latest 13F filings, there are a total of 78 tracked investment funds and institutions maintaining positions in STEM.
What is the overall institutional sentiment toward STEM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $7.5M, driven by 25 managers accumulating shares while 48 reduced their exposure.
Which institutions have been selling or reducing their STEM positions?
In the latest period, 25 funds trimmed their holdings, and 23 managers completely exited their positions. The aggregate reported sell value was $20.9M.
Are there any notable investors adding STEM to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.8M.

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Developer Access

Access STEM's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/STEM

CLI

npx alphasmo stocks get STEM
Full API & MCP documentation →