STEM, INC. (STEM) — Institutional Holders, Q2 2026
73 institutional investment managers reported a STEM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $17.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
STEM in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MARSHALL WACE, LLPAdded · +114,268 sh+$892.4K
- ACADIAN ASSET MANAGEMENTAdded · +64,083 sh+$500.5K
- Longaeva Partners L.P.New · +48,186 sh+$376.3K
- BNP PARIBAS FINANCIAL MARKETSAdded · +40,000 sh+$312.4K
- BlackRockAdded · +29,765 sh+$232.5K
Biggest sellers
- TWO SIGMA INVESTMENTSTrimmed · -72,155 sh-$563.5K
- UBS Group AGTrimmed · -28,101 sh-$219.5K
- CANADA PENSION PLAN INVESTMENT BOARDSold out · -21,300 sh-$166.4K
- Virtu FinancialSold out · -18,753 sh-$146.5K
- Centiva CapitalSold out · -14,967 sh-$116.9K
STEM 13F holders ranked 1–73 of 73
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MARSHALL WACE, LLP#1 · 405,608 sh | 405,608 | $3.2M | <0.01% | +39.2% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 361,249 sh | 361,249 | $2.8M | <0.01% | +5.1% |
| 3 | BlackRock#3 · 164,477 sh | 164,477 | $1.3M | 0.00% | +22.1% |
| 4 | Trexquant Investment#4 · 110,640 sh | 110,640 | $864.1K | <0.01% | +20.7% |
| 5 | TWO SIGMA INVESTMENTS#5 · 103,234 sh | 103,234 | $806.3K | <0.01% | -41.1% |
| 6 | GSA CAPITAL PARTNERS LLP#6 · 102,321 sh | 102,321 | $799.0K | 0.05% | -5.7% |
| 7 | BNP PARIBAS FINANCIAL MARKETS#7 · 93,094 sh | 93,094 | $727.1K | <0.01% | +75.3% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 93,014 sh | 93,014 | $726.8K | 0.00% | +1.0% |
| 9 | ACADIAN ASSET MANAGEMENT#9 · 74,646 sh | 74,646 | $579.0K | <0.01% | +606.7% |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 66,482 sh | 66,482 | $519.2K | <0.01% | +13.5% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT#11 · 59,600 sh | 59,600 | $465.5K | <0.01% | -14.4% |
| 12 | VANGUARD FIDUCIARY#12 · 56,898 sh | 56,898 | $444.4K | <0.01% | +14.4% |
| 13 | Longaeva Partners L.P.#13 · 48,186 sh | 48,186 | $376.3K | <0.01% | New |
| 14 | STATE STREET#14 · 38,278 sh | 38,278 | $299.0K | 0.00% | 0.0% |
| 15 | MORGAN STANLEY#15 · 37,661 sh | 37,661 | $294.1K | 0.00% | -21.6% |
| 16 | COHEN & STEERS#16 · 31,887 sh | 31,887 | $249.0K | <0.01% | 0.0% |
| 17 | ROYAL BANK OF CANADA#17 · 29,636 sh | 29,636 | $231.0K | 0.00% | +5.0% |
| 18 | XTX Topco Ltd#18 · 29,482 sh | 29,482 | $230.3K | <0.01% | +189.8% |
| 19 | CITIGROUP#19 · 28,526 sh | 28,526 | $222.8K | <0.01% | -23.3% |
| 20 | HSBC PLC#20 · 28,424 sh | 28,424 | $221.4K | <0.01% | 0.0% |
| 21 | PRICE T ROWE ASSOCIATES#21 · 26,655 sh | 26,655 | $209.0K | 0.00% | +91.6% |
| 22 | Keyframe Capital Partners, L.P.#22 · 25,924 sh | 25,924 | $202.5K | 100.00% | 0.0% |
| 23 | UBS Group AG#23 · 25,132 sh | 25,132 | $196.3K | 0.00% | -52.8% |
| 24 | CITADEL ADVISORS#24 · 23,727 sh | 23,727 | $185.3K | 0.00% | New |
| 25 | NOMURA#25 · 23,713 sh | 23,713 | $185.2K | <0.01% | 0.0% |
| 26 | NORTHERN#26 · 21,241 sh | 21,241 | $165.9K | 0.00% | +14.0% |
| 27 | HighTower Advisors#27 · 16,147 sh | 16,147 | $126.1K | <0.01% | 0.0% |
| 28 | Engineers Gate Manager#28 · 12,700 sh | 12,700 | $99.2K | <0.01% | New |
| 29 | BANK OF AMERICA#29 · 11,385 sh | 11,385 | $88.9K | 0.00% | -0.3% |
| 30 | GOLDMAN SACHS GROUP#30 · 11,346 sh | 11,346 | $88.6K | 0.00% | New |
| 31 | BALYASNY ASSET MANAGEMENT L.P.#31 · 9,717 sh | 9,717 | $75.9K | <0.01% | New |
| 32 | Zweig-DiMenna Associates#32 · 8,302 sh | 8,302 | $64.8K | <0.01% | 0.0% |
| 33 | WELLS FARGO & COMPANY#33 · 4,630 sh | 4,630 | $36.2K | 0.00% | +29.4% |
| 34 | GROUP ONE TRADING, L.P.#34 · 4,054 sh | 4,054 | $31.7K | 0.00% | -19.7% |
| 35 | Steward Partners Investment Advisory#35 · 3,487 sh | 3,487 | $27.2K | <0.01% | +40.2% |
| 36 | Vanguard Global Advisers#36 · 2,852 sh | 2,852 | $22.3K | 0.00% | 0.0% |
| 37 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#37 · 1,870 sh | 1,870 | $14.8K | <0.01% | -1.6% |
| 38 | PNC FINANCIAL SERVICES GROUP#38 · 1,080 sh | 1,080 | $8.4K | 0.00% | 0.0% |
| 39 | SIMPLEX TRADING#39 · 840 sh | 840 | $6.6K | 0.00% | New |
| 40 | OSAIC#40 · 703 sh | 703 | $5.5K | 0.00% | -14.6% |
| 41 | JPMORGAN CHASE#41 · 712 sh | 712 | $5.3K | 0.00% | New |
| 42 | FMR#42 · 648 sh | 648 | $5.1K | 0.00% | -22.7% |
| 43 | NATIONAL BANK OF CANADA#43 · 514 sh | 514 | $4.0K | 0.00% | -47.8% |
| 44 | Rockefeller Capital Management L.P.#44 · 392 sh | 392 | $3.1K | 0.00% | -2.5% |
| 45 | DEUTSCHE BANK AG\#45 · 347 sh | 347 | $2.7K | 0.00% | 0.0% |
| 46 | CKW FINANCIAL GROUP#46 · 192 sh | 192 | $2.0K | <0.01% | 0.0% |
| 47 | Hurley Capital#47 · 245 sh | 245 | $1.9K | <0.01% | 0.0% |
| 48 | Federation des caisses Desjardins du Quebec#48 · 199 sh | 199 | $1.6K | 0.00% | 0.0% |
| 49 | BARCLAYS PLC#49 · 167 sh | 167 | $1.3K | 0.00% | New |
| 50 | SBI Securities , Ltd.#50 · 149 sh | 149 | $1.2K | — | +0.7% |
| 51 | GAMMA Investing#51 · 120 sh | 120 | $937.00 | — | -40.6% |
| 52 | Cornerstone Financial Management#52 · 66 sh | 66 | $515.00 | <0.01% | 0.0% |
| 53 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#53 · 62 sh | 62 | $484.00 | 0.00% | 0.0% |
| 54 | US BANCORP \DE\#54 · 60 sh | 60 | $469.00 | 0.00% | -9.1% |
| 55 | HARBOUR INVESTMENTS#55 · 57 sh | 57 | $445.00 | 0.00% | 0.0% |
| 56 | NISA INVESTMENT ADVISORS#56 · 50 sh | 50 | $391.00 | — | 0.0% |
| 57 | Wilmington Savings Fund Society, FSB#57 · 35 sh | 35 | $273.00 | — | 0.0% |
| 58 | JONES FINANCIAL COMPANIES LLLP#58 · 36 sh | 36 | $265.00 | 0.00% | -62.5% |
| 59 | HM PAYSON#59 · 25 sh | 25 | $196.00 | 0.00% | 0.0% |
| 60 | CoreCap Advisors#60 · 25 sh | 25 | $195.00 | — | 0.0% |
| 61 | Quent Capital#61 · 25 sh | 25 | $195.00 | 0.00% | 0.0% |
| 62 | Strategic Investment Solutions#62 · 25 sh | 25 | $195.00 | 0.00% | 0.0% |
| 63 | American Capital Advisory#63 · 24 sh | 24 | $188.00 | <0.01% | New |
| 64 | Strategic Wealth Partners, Ltd.#64 · 19 sh | 19 | $148.00 | 0.00% | 0.0% |
| 65 | Allworth Financial#65 · 12 sh | 12 | $94.00 | 0.00% | -76.9% |
| 66 | Integrated Wealth Concepts#66 · 12 sh | 12 | $94.00 | 0.00% | New |
| 67 | Dogwood Wealth Management#67 · 11 sh | 11 | $86.00 | 0.00% | 0.0% |
| 68 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#68 · 10 sh | 10 | $78.00 | 0.00% | 0.0% |
| 69 | MATHER GROUP#69 · 10 sh | 10 | $78.00 | — | 0.0% |
| 70 | ORG Wealth Partners#70 · 7 sh | 7 | $54.00 | 0.00% | 0.0% |
| 71 | IFP Advisors#71 · 5 sh | 5 | $39.00 | — | -99.7% |
| 72 | Smallwood Wealth Investment Management#72 · 2 sh | 2 | $15.00 | 0.00% | 0.0% |
| 73 | Russell Investments Group, Ltd.#73 · 1 sh | 1 | $8.00 | 0.00% | 0.0% |
Funds that sold out of STEM in Q2 2026 (11)
Held STEM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD21,300 sh | 21,300 | $188.3K |
| Virtu Financial18,753 sh | 18,753 | $166.0K |
| Centiva Capital14,967 sh | 14,967 | $132.3K |
| Susquehanna Portfolio Strategies11,955 sh | 11,955 | $105.7K |
| Tower Research Capital (TRC)1,236 sh | 1,236 | $10.9K |
| FEDERATED HERMES98 sh | 98 | $866.00 |
| TopTier Wealth Management91 sh | 91 | $804.00 |
| Optiver Holding B.V.87 sh | 87 | $769.00 |
| Advisory Services Network43 sh | 43 | $380.00 |
| MAI Capital Management37 sh | 37 | $328.00 |
| Sound Income Strategies5 sh | 5 | $44.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.