STEM Institutional Ownership & Shareholders

STEM INC (STEM) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Marshall Wace, Llp is currently the largest disclosed institutional shareholder of STEM tracked by InsiderSet, reporting ownership valued at approximately $3.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $912,618, representing an estimated loss of -71.19% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed STEM value among the investors covered in this analysis. Major shareholders include Marshall Wace, Llp, Vanguard Capital Management Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in STEM INC (STEM).

This page ranks the largest institutional STEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

70

Total Reported Value

$17.43M

Largest Holder

Marshall Wace, Llp

Largest Position

$3.17M

Insider Transactions (90d)

18

Latest Filing Quarter

Q2 2026

New Institutional Positions

107

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Marshall Wace, Llp0.00%405,608$3,167,799$912,618-$2,255,181-71.19%
Vanguard Capital Management Llc0.00%361,249$2,821,355$812,810-$2,008,545-71.19%
Blackrock, Inc.0.00%164,477$1,284,565$370,073-$914,492-71.19%
Trexquant Investment Lp0.01%110,640$864,098$248,940-$615,158-71.19%
Two Sigma Investments, Lp0.00%103,234$806,258$232,277-$573,982-71.19%
Gsa Capital Partners Llp0.05%102,321$799,000$230,222-$568,778-71.19%
Bnp Paribas Financial Markets0.00%93,094$727,064$209,462-$517,603-71.19%
Geode Capital Management, Llc0.00%93,014$726,785$209,282-$517,504-71.20%
Acadian Asset Management Llc0.00%74,646$579,000$167,954-$411,047-70.99%
Renaissance Technologies LLCJim Simons0.00%66,482$519,224$149,585-$369,640-71.19%
Bridgeway Capital Management, Llc0.01%59,600$465,476$134,100-$331,376-71.19%
Vanguard Fiduciary Trust Co0.00%56,898$444,373$128,021-$316,353-71.19%
Longaeva Partners L.P.0.01%48,186$376,333$108,419-$267,915-71.19%
Advisors Asset Management, Inc.0.01%19,442$368,815$43,745-$325,071-88.14%
State Street Corp0.00%38,278$298,951$86,126-$212,826-71.19%
Morgan Stanley0.00%37,661$294,132$84,737-$209,395-71.19%
Cohen & Steers, Inc.0.00%31,887$249,000$71,746-$177,254-71.19%
Royal Bank Of Canada0.00%29,636$231,000$66,681-$164,319-71.13%
Xtx Topco Ltd0.00%29,482$230,254$66,335-$163,920-71.19%
Citigroup Inc0.00%28,526$222,788$64,184-$158,605-71.19%
Hsbc Holdings Plc0.00%28,424$221,423$63,954-$157,469-71.12%
Price T Rowe Associates Inc0.00%26,655$209,000$59,974-$149,026-71.30%
Keyframe Capital Partners, L.P.100.00%25,924$202,466$58,329-$144,137-71.19%
Ubs Group Ag0.00%25,132$196,281$56,547-$139,734-71.19%
Citadel Advisors Llc0.00%23,727$185,308$53,386-$131,922-71.19%
Nomura Holdings Inc0.00%23,713$185,199$53,354-$131,845-71.19%
Northern Trust Corp0.00%21,241$165,892$47,792-$118,100-71.19%
Engineers Gate Manager Lp0.00%12,700$99,187$28,575-$70,612-71.19%
Bank Of America Corp0.00%11,385$88,917$25,616-$63,301-71.19%
Goldman Sachs Group Inc0.00%11,346$88,612$25,529-$63,084-71.19%
Balyasny Asset Management L.P.0.00%9,717$75,890$21,863-$54,027-71.19%
Zweig-Dimenna Associates Llc0.01%8,302$64,839$18,680-$46,160-71.19%
Wells Fargo & Company/Mn0.00%4,630$36,160$10,418-$25,743-71.19%
Group One Trading Llc0.00%4,054$31,662$9,122-$22,541-71.19%
Steward Partners Investment Advisory, Llc0.00%3,487$27,233$7,846-$19,387-71.19%
Vanguard Global Advisers, Llc0.00%2,852$22,274$6,417-$15,857-71.19%
Pnc Financial Services Group, Inc.0.00%1,080$8,435$2,430-$6,005-71.19%
Simplex Trading, Llc0.00%840$6,560$1,890-$4,670-71.19%
Osaic Holdings, Inc.0.00%703$5,488$1,582-$3,906-71.18%
Jpmorgan Chase & Co0.00%712$5,326$1,602-$3,724-69.92%
Fmr Llc0.00%648$5,061$1,458-$3,603-71.19%
National Bank Of Canada0.00%514$4,014$1,157-$2,858-71.19%
Sbi Securities Co., Ltd.0.00%889$3,778$2,000-$1,778-47.06%
Rockefeller Capital Management L.P.0.00%392$3,062$882-$2,180-71.20%
Deutsche Bank Ag\0.00%347$2,710$781-$1,929-71.19%
Cwm, Llc0.00%246$2,175$554-$1,622-74.55%
Hurley Capital, Llc0.00%245$1,913$551-$1,362-71.18%
Federation Des Caisses Desjardins Du Quebec0.00%199$1,554$448-$1,106-71.19%
Barclays Plc0.00%167$1,304$376-$928-71.18%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%62$548$140-$409-74.54%
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Frequently asked questions about STEM

  • Who are the largest institutional holders of STEM?

    The largest institutional holders of STEM reported in the latest SEC Form 13F filings include Marshall Wace, Llp, Vanguard Capital Management Llc, Blackrock, Inc., Trexquant Investment Lp, and Two Sigma Investments, Lp. InsiderSet ranks institutional holders by their latest reported STEM position.

  • What is STEM institutional ownership?

    This page tracks STEM positions reported by institutional investment managers through SEC Form 13F. STEM INC (STEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own STEM?

    InsiderSet currently tracks 70 institutional managers reporting STEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of STEM shareholders.

  • How much STEM stock do institutions own?

    Institutional investment managers disclosed approximately $17.43M in STEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was STEM institutional ownership last updated?

    The latest STEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional STEM holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its STEM position after the reporting date.

  • Are institutions buying or selling STEM?

    Institutional buying and selling can be analyzed by comparing STEM positions across consecutive 13F reporting periods. InsiderSet's STEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STEM ownership changes.

  • How has STEM institutional ownership changed over time?

    InsiderSet tracks STEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.