STEM — STEM INC
Reported value held$15.00M
Funds holding (latest)25
SectorInformation Technology
Funds holding (Q2 2026)19
Institutional value$7.88M · 1.04M sh
New / Add / Cut / Exit3 / 7 / 6 / 1
Top-5 / Top-10 concentration82.5% / 96.0%
Institutional holdings change
Accumulating +3.6%
(+36.47K sh)
Institutional value change
Down -9.5%
As of Q2 2026, 19 SEC-registered investment managers reported holding STEM (STEM INC) in their latest 13F filings, with a combined reported value of $7.88M across 1.04M shares. That is +3.6% by share count (+36.47K shares) versus the previous quarter, while reported value moved -9.5%. Ownership is concentrated: the five largest holders account for 82.5% of reported value and the top ten for 96.0%.
Compared with the prior quarter, 3 opened new positions, 7 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
STEM is classified in the Information Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Marshall Wace history | 405.61K | $3.17M | 0.00% | Add |
| BlackRock Inc history | 164.48K | $1.28M | 0.00% | Add |
| Two Sigma Investments history | 103.23K | $806.26K | 0.00% | Reduce |
| Geode Capital Management history | 93.01K | $726.78K | 0.00% | Add |
| Renaissance Technologies history | 66.48K | $519.22K | 0.00% | Add |
| Morgan Stanley history | 37.66K | $294.13K | 0.00% | Reduce |
| Citigroup Inc history | 28.53K | $222.79K | 0.00% | Reduce |
| UBS Group AG history | 25.13K | $196.28K | 0.00% | Reduce |
| Citadel Advisors history | 23.73K | $185.31K | 0.00% | Reduce |
| Northern Trust Corp history | 21.24K | $165.89K | 0.00% | Add |
| Bank of America Corp history | 11.38K | $88.92K | 0.00% | Hold |
| Goldman Sachs Group history | 11.35K | $88.61K | 0.00% | New |
| Balyasny Asset Management history | 9.72K | $75.89K | 0.00% | New |
| Wells Fargo & Co history | 4.63K | $36.16K | 0.00% | Add |
| PNC Financial Services history | 1.08K | $8.44K | 0.00% | Hold |
| JPMorgan Chase & Co history | 712 | $5.33K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 648 | $5.06K | 0.00% | Reduce |
| Deutsche Bank AG history | 347 | $2.71K | 0.00% | Hold |
| T. Rowe Price Associates history | 26.66K | $209 | 0.00% | Add |
Q1 2026 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Marshall Wace history | 291.34K | $2.58M | 0.00% | Add |
| Two Sigma Investments history | 175.39K | $1.55M | 0.00% | Add |
| BlackRock Inc history | 134.71K | $1.19M | 0.00% | Reduce |
| Geode Capital Management history | 92.05K | $814.11K | 0.00% | Add |
| Renaissance Technologies history | 58.58K | $517.80K | 0.00% | Add |
| UBS Group AG history | 53.23K | $470.58K | 0.00% | Add |
| Morgan Stanley history | 48.03K | $424.63K | 0.00% | Add |
| Citadel Advisors history | 37.50K | $331.50K | 0.00% | Reduce |
| Citigroup Inc history | 37.21K | $328.97K | 0.00% | Hold |
| CPP Investments history | 21.30K | $188.29K | 0.00% | Add |
| Northern Trust Corp history | 18.63K | $164.72K | 0.00% | Reduce |
| Bank of America Corp history | 11.42K | $100.93K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.58K | $31.62K | 0.00% | Reduce |
| PNC Financial Services history | 1.08K | $9.55K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 838 | $7.41K | 0.00% | Reduce |
| Deutsche Bank AG history | 347 | $3.07K | 0.00% | Reduce |
| T. Rowe Price Associates history | 13.91K | $123 | 0.00% | Add |
Q4 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 396.38K | $5.97M | 0.00% | Hold |
| Marshall Wace history | 167.25K | $2.52M | 0.00% | Reduce |
| BlackRock Inc history | 138.18K | $2.08M | 0.00% | Reduce |
| Geode Capital Management history | 88.25K | $1.33M | 0.00% | Add |
| Two Sigma Investments history | 85.10K | $1.28M | 0.00% | Reduce |
| Citadel Advisors history | 55.47K | $834.82K | 0.00% | Reduce |
| Citigroup Inc history | 37.22K | $560.21K | 0.00% | Add |
| UBS Group AG history | 36.39K | $547.67K | 0.00% | Reduce |
| Goldman Sachs Group history | 35.74K | $537.86K | 0.00% | Add |
| Millennium Management history | 32.97K | $496.15K | 0.00% | Reduce |
| Morgan Stanley history | 24.07K | $362.31K | 0.00% | Add |
| Northern Trust Corp history | 18.78K | $282.62K | 0.00% | Reduce |
| CPP Investments history | 16.10K | $242.31K | 0.00% | New |
| Bank of America Corp history | 12.42K | $186.88K | 0.00% | Reduce |
| Balyasny Asset Management history | 11.78K | $177.26K | 0.00% | New |
| Wells Fargo & Co history | 11.65K | $175.27K | 0.00% | Add |
| Renaissance Technologies history | 11.20K | $168.56K | 0.00% | New |
| Point72 Asset Management history | 11.10K | $167.06K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.91K | $73.95K | 0.00% | Add |
| Deutsche Bank AG history | 4.05K | $60.91K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.23K | $33.55K | 0.00% | Add |
| PNC Financial Services history | 1.17K | $17.59K | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.51K | $159 | 0.00% | Reduce |
Q3 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 395.22K | $6.92M | 0.00% | Add |
| Marshall Wace history | 243.76K | $4.27M | 0.00% | Add |
| Bank of America Corp history | 217.87K | $3.82M | 0.00% | Add |
| BlackRock Inc history | 139.38K | $2.44M | 0.00% | Reduce |
| Citadel Advisors history | 109.78K | $1.92M | 0.00% | Add |
| Two Sigma Investments history | 94.05K | $1.65M | 0.00% | Add |
| Geode Capital Management history | 86.42K | $1.51M | 0.00% | Add |
| UBS Group AG history | 64.02K | $1.12M | 0.00% | Reduce |
| Point72 Asset Management history | 52.39K | $917.89K | 0.00% | New |
| Millennium Management history | 41.77K | $731.79K | 0.00% | Reduce |
| Citigroup Inc history | 36.48K | $639.16K | 0.00% | Reduce |
| Goldman Sachs Group history | 25.91K | $453.91K | 0.00% | Add |
| Morgan Stanley history | 23.42K | $410.35K | 0.00% | Add |
| Northern Trust Corp history | 19.89K | $348.54K | 0.00% | Add |
| Deutsche Bank AG history | 6.46K | $113.13K | 0.00% | Reduce |
| Wells Fargo & Co history | 6.15K | $107.82K | 0.00% | Reduce |
| PNC Financial Services history | 1.20K | $20.94K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 943 | $16.52K | 0.00% | Add |
| JPMorgan Chase & Co history | 312 | $5.47K | 0.00% | Add |
| T. Rowe Price Associates history | 12.34K | $217 | 0.00% | Hold |
Q2 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 386.75K | $2.41M | 0.00% | New |
| BlackRock Inc history | 177.83K | $1.11M | 0.00% | New |
| BlackRock Inc history | 177.83K | $1.11M | 0.00% | New |
| Bank of America Corp history | 106.80K | $665.38K | 0.00% | New |
| Geode Capital Management history | 85.28K | $531.45K | 0.00% | New |
| UBS Group AG history | 79.84K | $497.42K | 0.00% | New |
| Millennium Management history | 79.61K | $495.98K | 0.00% | New |
| Citigroup Inc history | 61.38K | $382.38K | 0.00% | New |
| AQR Capital Management history | 48.45K | $301.82K | 0.00% | New |
| Marshall Wace history | 30.07K | $187.35K | 0.00% | New |
| Goldman Sachs Group history | 23.63K | $147.21K | 0.00% | New |
| Goldman Sachs Group history | 23.63K | $147.21K | 0.00% | New |
| Northern Trust Corp history | 19.65K | $122.44K | 0.00% | New |
| Citadel Advisors history | 19.20K | $119.62K | 0.00% | New |
| Citadel Advisors history | 19.20K | $119.62K | 0.00% | New |
| Two Sigma Investments history | 16.74K | $104.28K | 0.00% | New |
| Two Sigma Investments history | 16.74K | $104.28K | 0.00% | New |
| Morgan Stanley history | 13.97K | $87.05K | 0.00% | New |
| Morgan Stanley history | 13.97K | $87.05K | 0.00% | New |
| Deutsche Bank AG history | 7.06K | $43.97K | 0.00% | New |
| Deutsche Bank AG history | 7.06K | $43.97K | 0.00% | New |
| Wells Fargo & Co history | 6.98K | $43.49K | 0.00% | New |
| PNC Financial Services history | 1.23K | $7.63K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 931 | $5.80K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 931 | $5.80K | 0.00% | New |
| JPMorgan Chase & Co history | 59 | $368 | 0.00% | New |
| JPMorgan Chase & Co history | 59 | $368 | 0.00% | New |
| Legal & General Investment Management America history | 39 | $243 | 0.00% | New |
| T. Rowe Price Associates history | 12.34K | $77 | 0.00% | New |
Q2 2022 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 48.10K | $344.00K | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 11.35K sh · $88.61K
- Balyasny Asset Management 9.72K sh · $75.89K
- JPMorgan Chase & Co 712 sh · $5.33K
Fully Exited (vs previous quarter)
- CPP Investments sold 21.30K sh · $188.29K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q2 2022 |
|---|---|---|---|---|---|---|
| Marshall Wace | 405.61K | 291.34K | 167.25K | 243.76K | 30.07K | — |
| BlackRock Inc | 164.48K | 134.71K | 138.18K | 139.38K | 177.83K | — |
| Two Sigma Investments | 103.23K | 175.39K | 85.10K | 94.05K | 16.74K | — |
| Geode Capital Management | 93.01K | 92.05K | 88.25K | 86.42K | 85.28K | — |
| Renaissance Technologies | 66.48K | 58.58K | 11.20K | — | — | — |
| Morgan Stanley | 37.66K | 48.03K | 24.07K | 23.42K | 13.97K | — |
| Citigroup Inc | 28.53K | 37.21K | 37.22K | 36.48K | 61.38K | — |
| UBS Group AG | 25.13K | 53.23K | 36.39K | 64.02K | 79.84K | — |
| Citadel Advisors | 23.73K | 37.50K | 55.47K | 109.78K | 19.20K | — |
| Northern Trust Corp | 21.24K | 18.63K | 18.78K | 19.89K | 19.65K | — |
| Bank of America Corp | 11.38K | 11.42K | 12.42K | 217.87K | 106.80K | — |
| Goldman Sachs Group | 11.35K | — | 35.74K | 25.91K | 23.63K | — |
| Balyasny Asset Management | 9.72K | — | 11.78K | — | — | — |
| Wells Fargo & Co | 4.63K | 3.58K | 11.65K | 6.15K | 6.98K | — |
| PNC Financial Services | 1.08K | 1.08K | 1.17K | 1.20K | 1.23K | — |
| JPMorgan Chase & Co | 712 | — | 4.91K | 312 | 59 | 48.10K |
| Fidelity Management & Research (FMR) | 648 | 838 | 2.23K | 943 | 931 | — |
| Deutsche Bank AG | 347 | 347 | 4.05K | 6.46K | 7.06K | — |
| T. Rowe Price Associates | 26.66K | 13.91K | 10.51K | 12.34K | 12.34K | — |
| Point72 Asset Management | — | — | 11.10K | 52.39K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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