STEM, INC. - STEM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 396,383 | 5,965 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 343,813 | 3,039 | 0.0% | — | 2 | +343,813 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 291,340 | 2,575 | 0.0% | 0.0% | 3 | +124,093 | 74.2% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 175,389 | 1,550 | 0.0% | 0.0% | 4 | +90,290 | 106.1% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 173,300 | 1,531 | 0.0% | 0.0% | 5 | -403,493 | -69.95% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 134,712 | 1,190 | 0.0% | 0.0% | 6 | -3,465 | -2.51% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 108,502 | 959 | 0.06% | 0.1% | 7 | +29,286 | 36.97% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 92,052 | 814 | 0.0% | 0.0% | 8 | +3,806 | 4.31% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 91,676 | 810 | 0.01% | 0.0% | 9 | +66,100 | 258.45% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Reduced | 70,000 | 618 | 0.03% | 0.05% | 10 | -30 | -0.04% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 69,600 | 615 | 0.01% | 0.02% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 58,575 | 517 | 0.0% | 0.0% | 12 | +47,375 | 422.99% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 53,233 | 470 | 0.0% | 0.0% | 13 | +16,843 | 46.28% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 53,094 | 469 | 0.0% | 0.0% | 14 | +33,712 | 173.93% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 49,718 | 439 | 0.0% | — | 15 | +49,718 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 48,035 | 424 | 0.0% | 0.0% | 16 | +23,961 | 99.53% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 27,690 | 416 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keyframe Capital Partners, L.P. | History | No change | 25,924 | 390 | 1.79% | 1.79% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | No change | 38,279 | 338 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 37,500 | 331 | 0.0% | 0.0% | 20 | -17,970 | -32.4% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 37,214 | 328 | 0.0% | 0.0% | 21 | -9 | -0.02% | Q1 2026 | May 11, 2026 |
| COHEN & STEERS, INC. | History | No change | 31,887 | 282 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 28,213 | 249 | 0.0% | 0.0% | 23 | +2,275 | 8.77% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,424 | 248 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 23,713 | 209 | 0.0% | 0.0% | 25 | +11,375 | 92.19% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 21,300 | 188 | 0.0% | 0.0% | 26 | +5,200 | 32.3% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 18,753 | 166 | 0.01% | — | 27 | +18,753 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 18,633 | 164 | 0.0% | 0.0% | 28 | -146 | -0.78% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,147 | 142 | 0.0% | 0.0% | 29 | -160 | -0.98% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Reduced | 15,000 | 132 | 0.0% | 0.0% | 30 | -45,400 | -75.17% | Q1 2026 | May 05, 2026 |
| Centiva Capital, LP | History | New | 14,967 | 132 | 0.0% | — | 31 | +14,967 | New | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,914 | 123 | 0.0% | 0.0% | 32 | +3,400 | 32.34% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 11,955 | 105 | 0.0% | 0.01% | 33 | -14,826 | -55.36% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,417 | 100 | 0.0% | 0.0% | 34 | -1,000 | -8.05% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 10,563 | 91 | 0.0% | 0.0% | 35 | +6,955 | 192.77% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 10,200 | 90 | 0.0% | 0.0% | 36 | -649,300 | -98.45% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 10,172 | 89 | 0.0% | 0.01% | 37 | -4,407 | -30.23% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 10,048 | 88 | 0.0% | 0.0% | 38 | -89,701 | -89.93% | Q1 2026 | May 13, 2026 |
| Zweig-DiMenna Associates LLC | History | No change | 8,302 | 73 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,577 | 31 | 0.0% | 0.0% | 40 | -8,069 | -69.29% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,852 | 25 | 0.0% | — | 41 | +2,852 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2,487 | 21 | 0.0% | — | 42 | +2,487 | New | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,900 | 16 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 1,478 | 13 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,236 | 10 | 0.0% | 0.0% | 45 | -97 | -7.28% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,080 | 9 | 0.0% | 0.0% | 46 | -89 | -7.61% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 984 | 8 | 0.0% | 0.0% | 47 | -762 | -43.64% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 838 | 7 | 0.0% | 0.0% | 48 | -1,391 | -62.4% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 823 | 7 | 0.0% | 0.0% | 50 | -74 | -8.25% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 476 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 347 | 3 | 0.0% | 0.0% | 51 | -3,700 | -91.43% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 402 | 3 | 0.0% | 0.0% | 52 | -5 | -1.23% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 246 | 2 | 0.0% | 0.0% | 53 | -93 | -27.43% | Q1 2026 | May 14, 2026 |
| CKW FINANCIAL GROUP | History | No change | 192 | 2 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hurley Capital, LLC | History | No change | 245 | 2 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 202 | 1 | 0.0% | 0.0% | 57 | -26 | -11.4% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 148 | 1 | 0.0% | 0.0% | 56 | -1 | -0.67% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 199 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,400 | -100.0% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,930 | -100.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,738 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,500 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,967 | -100.0% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -32,461 | -100.0% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,400 | -100.0% | Q1 2026 | May 04, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,690 | -100.0% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,000 | -100.0% | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,061 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -18,040 | -100.0% | Q1 2026 | May 15, 2026 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -15,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,211 | -100.0% | Q1 2026 | May 08, 2026 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -12,600 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,778 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,100 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,914 | -100.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 91 | 0 | — | — | — | +91 | New | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 57 | 0 | — | — | — | +57 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 25 | 0 | — | — | — | -12 | -32.43% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 52 | 0 | — | — | — | +10 | 23.81% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 66 | 0 | — | 0.0% | — | -1 | -1.49% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 96 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | No change | 98 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | No change | 87 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quent Capital, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dogwood Wealth Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |