$STEM

$3.01 +$0.00 (0.0%) Close

$STEM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 9.6M shares outstanding

Who owns STEM?

By type of holder

Institutions 22.9% Insiders 2.9% Everyone else 74.2%

Concentration Top 10 holders own 18.3%

Marshall Wace, LLP 4.2% · Vanguard Capital Management LLC 3.8%

Institutional ownership

22.9%

+2.5 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

+238.3K

by institutions in Q2 2026

New / sold out

9 / 12

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Marshall Wace, LLP +114.3K
Acadian Asset Management LLC +64.1K

Biggest sellers in Q2 2026

Two Sigma Investments, LP −72.2K
UBS Group AG −28.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$760K

27 notices from 6 people

Shares covered

54.9K

0.57% of the company

Arranged in advance

24%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Tappin Matthew Officer $312K
Carlson Michael James Officer $179K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+296.6%

+25.81% a year

Each share's claim on the business

−74.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $122M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years75% Under 1 year25%

Quarterly turnover

16.6%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting STEM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MW Marshall Wace, LLP	405.6K	4.21%	+114.3K (+39.2%)	2025	0.0%
Shares held by quarter Peak holding405.6K (Q2'26) Change over 8 quarters+405.6K Share of the company4.210% Marshall Wace, LLP's full portfolio →
VC Vanguard Capital Management LLC	361.2K	3.75%	+17.4K (+5.1%)	2025	0.0%
Shares held by quarter Peak holding361.2K (Q2'26) Change over 8 quarters+361.2K Share of the company3.750% Vanguard Capital Management LLC's full portfolio →

Marshall Wace, LLP

405.6K

% of company

4.21%

Change vs last qtr

+114.3K (+39.2%)

Held since

2025

Vanguard Capital Management LLC

361.2K

% of company

3.75%

Change vs last qtr

+17.4K (+5.1%)

Held since

2025

28 more super investors behind a free account

See every manager holding Stem Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting STEM on Form N-PORT; together they hold 6.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.92M	246.0K	2.56%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$752K	96.3K	1.00%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.92M

% of company

2.56%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$752K

% of company

1.00%

% of the fund

0.00%

As of

June 30, 2026

19 more funds behind a free account

See every fund holding Stem Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TA Tammineedi Anil Insider	252.0K	2.62%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.620% Tammineedi Anil's insider activity →
BD Buzby David S Insider	27.1K	0.28%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.280% Buzby David S's insider activity →

Tammineedi Anil

Insider

252.0K

% of company

2.62%

Change vs last qtr

—

Held since

—

Buzby David S

Insider

27.1K

% of company

0.28%

Change vs last qtr

—

Held since

—

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