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Stem, Inc. (STEM) institutional ownership

Latest close $5.58 Jul 27, 2026
Market cap$101M 52-week range SectorTechnology
Funds holding · Q4 2025
2
reported STEM position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q4 2025
Activity unavailable N/A
0 buyers · 2 sellers

Stem, Inc. (STEM) price and institutional activity

Dates

Q4 2025

$0 bought by 0 investors
$0 sold by 2 investors
Barclays PLCSanctuary Advisors, LLC
Bought Sold Totals per quarter; hover a bar for the names.

Stem, Inc. (STEM) institutional activity · 2

Investor Type Est. change Change Δ Own Date
Barclays PLC · Exited
Change −235K Δ Own −100.0% Date Q4 2025
Barclays PLC Exited· Q4 2025 −235K −100.0% Q4 2025
Sanctuary Advisors, LLC · Exited
Change −229K Δ Own −100.0% Date Q4 2025
Sanctuary Advisors, LLC Exited· Q4 2025 −229K −100.0% Q4 2025
Data through Q4 2025 · filed Mar 19, 2026
2 of 2

Famous investor activity in Stem, Inc. (STEM)

Stem, Inc. (STEM) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Musfeldt Brian · Officer Sell −$6K
Price $6.11 Qty −996 Owned 2K ΔOwn −29.5% Trade date Jul 20, 2026 Filed date Jul 21, 2026
Musfeldt Brian Officer Sell $6.11 −996 −$6K 2K −29.5% Jul 20, 2026 Jul 21, 2026
Musfeldt Brian · Officer 2 operations 0
Price $6.26 Owned 3K Trade date Jul 17, 2026 Filed date Jul 21, 2026
Musfeldt Brian Officer 2 operations $6.26 0 3K Jul 17, 2026 Jul 21, 2026
Laureles Saul R. · Officer Sell −$5K
Price $7.85 Qty −675 Owned 35K ΔOwn −1.9% Trade date Jul 2, 2026 Filed date Jul 2, 2026
Laureles Saul R. Officer Sell $7.85 −675 −$5K 35K −1.9% Jul 2, 2026 Jul 2, 2026
Tappin Matthew · Officer Sell −$8K
Price $7.85 Qty −996 Owned 10K ΔOwn −9.4% Trade date Jul 2, 2026 Filed date Jul 2, 2026
Tappin Matthew Officer Sell $7.85 −996 −$8K 10K −9.4% Jul 2, 2026 Jul 2, 2026
Carlson Michael James · Officer Sell −$11K
Price $7.85 Qty −1K Owned 26K ΔOwn −5.0% Trade date Jul 2, 2026 Filed date Jul 2, 2026
Carlson Michael James Officer Sell $7.85 −1K −$11K 26K −5.0% Jul 2, 2026 Jul 2, 2026
Narayanan Arun · Officer Sell −$16K
Price $7.85 Qty −2K Owned 19K ΔOwn −9.5% Trade date Jul 2, 2026 Filed date Jul 2, 2026
Narayanan Arun Officer Sell $7.85 −2K −$16K 19K −9.5% Jul 2, 2026 Jul 2, 2026
Laureles Saul R. · Officer 4 operations 0
Price $7.81 Owned 5K Trade date Jun 30, 2026 Filed date Jul 2, 2026
Laureles Saul R. Officer 4 operations $7.81 0 5K Jun 30, 2026 Jul 2, 2026
Tappin Matthew · Officer 4 operations 0
Price $7.81 Owned 5K Trade date Jun 30, 2026 Filed date Jul 2, 2026
Tappin Matthew Officer 4 operations $7.81 0 5K Jun 30, 2026 Jul 2, 2026
Carlson Michael James · Officer 4 operations 0
Price $7.81 Owned 5K Trade date Jun 30, 2026 Filed date Jul 2, 2026
Carlson Michael James Officer 4 operations $7.81 0 5K Jun 30, 2026 Jul 2, 2026
Narayanan Arun · Officer 2 operations 0
Price $7.81 Owned 8K Trade date Jun 30, 2026 Filed date Jul 2, 2026
Narayanan Arun Officer 2 operations $7.81 0 8K Jun 30, 2026 Jul 2, 2026
Tyson Laura D. · Director Grant (A) 12K
Owned 12K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Tyson Laura D. Director Grant (A) 12K 12K Jun 3, 2026 Jun 4, 2026
Daley Adam · Director Grant (A) 12K
Owned 12K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Daley Adam Director Grant (A) 12K 12K Jun 3, 2026 Jun 4, 2026
Tammineedi Anil · Director Grant (A) 12K
Owned 12K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Tammineedi Anil Director Grant (A) 12K 12K Jun 3, 2026 Jun 4, 2026
Shivram Krishna · Director Grant (A) 12K
Owned 12K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Shivram Krishna Director Grant (A) 12K 12K Jun 3, 2026 Jun 4, 2026
Buzby David S. · Director Grant (A) 12K
Owned 12K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Buzby David S. Director Grant (A) 12K 12K Jun 3, 2026 Jun 4, 2026
15 of 54
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Stem, Inc. (STEM) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 11.4M
% of shares outstanding 7.3% Filing date Jan 26, 2024
BlackRock Inc. 11.4M 7.3% Jan 26, 2024
Vanguard Group Inc 11.1M
% of shares outstanding 7.1% Filing date Feb 13, 2024
Vanguard Group Inc 11.1M 7.1% Feb 13, 2024
Schroder Investment Management North America Inc/ de 10.6M
% of shares outstanding 6.8% Filing date Feb 13, 2024
Schroder Investment Management North America Inc/ de 10.6M 6.8% Feb 13, 2024
Rwe Supply & Trading GMBH 5.9M
% of shares outstanding 4.7% Filing date May 7, 2021
Rwe Supply & Trading GMBH 5.9M 4.7% May 7, 2021
William Blair Investment Management, LLC 5.3M
% of shares outstanding 4.2% Filing date May 7, 2021
William Blair Investment Management, LLC 5.3M 4.2% May 7, 2021
Star Peak Sponsor LLC 134K
% of shares outstanding 1.6% Filing date Feb 14, 2022
Star Peak Sponsor LLC 134K 1.6% Feb 14, 2022
Park West Asset Management LLC
% of shares outstanding 0.0% Filing date Feb 14, 2022
Park West Asset Management LLC 0.0% Feb 14, 2022
Adage Capital Partners Gp, L.L.C.
% of shares outstanding 0.0% Filing date Feb 10, 2022
Adage Capital Partners Gp, L.L.C. 0.0% Feb 10, 2022
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Stem, Inc. (STEM) ownership FAQ

Who owns STEM?

2 reporting institutions disclosed STEM position changes in the Q4 2025 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q4 2025.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.