STEM

Stem Inc Cross-source read$5.64 1.26%
Information TechnologyCUSIP 85859N300· EOD Sep 8, 2026

Among active 13F managers last quarter, 6 opened and 7 added, while 8 reduced; the largest holder to move was Marshall Wace, LLP (+74%). Over the last 180 days, 5 insiders sold and none bought, a net -$45K in open-market trades.

Tracked 13F holders
66
19 in Q2 2026 filings
13F value (tracked)
$15.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
13 adding · 8 trimming
Insiders · Form 4 open-market, 180d
0 buying · 5 selling · -$45K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$5.64 1.26%5Y -98.8%
$4.88$147.46$290.05$432.63$575.22202120222023202420252026353311377106406684192011212219916534
Hover for who · click for detailEnd-of-day closing prices52w $4.95 – $29.79

Who owns STEM?

66 tracked 13F filers · ranked by shares held

66 tracked 13F filers disclose a position in STEM as of the latest SEC 13F filings, a combined $15.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Vanguard Capital Management LLC361K
$2.8M
+5.1%
Added · +17K sh
Q2 2026
2Marshall Wace, LLP291K
$2.6M
+74%
Added · +124K sh
Q1 2026
3Two Sigma Investments, LP175K
$1.6M
+106%
Added · +90K sh
Q1 2026
4BlackRock, Inc.164K
$1.3M
+22%
Added · +30K sh
Q2 2026
5Trexquant Investment LP111K
$864K
+21%
Added · +19K sh
Q2 2026
6Geode Capital Management, LLC93K
$727K
+1.0%
Added · +962 sh
Q2 2026
7Bridgeway Capital Management, LLC60K
$465K
−14%
Reduced · −10K sh
Q2 2026
8Renaissance Technologies LLC59K
$518K
+423%
Added · +47K sh
Q1 2026
9Vanguard Fiduciary Trust Co57K
$444K
+14%
Added · +7K sh
Q2 2026
10UBS Group AG53K
$471K
+46%
Added · +17K sh
Q1 2026
11BNP Paribas Financial Markets53K
$469K
+174%
Added · +34K sh
Q1 2026
12Morgan Stanley48K
$425K
+100%
Added · +24K sh
Q1 2026
13State Street Corp38K
$299K
~0%
Reduced · −1 sh
Q2 2026
14Citigroup Inc37K
$329K
~0%
Reduced · −9 sh
Q1 2026
15HSBC Holdings PLC28K
$249K
Held
Q1 2026
16Royal Bank Of Canada28K
$249K
+8.8%
Added · +2K sh
Q1 2026
17Price T Rowe Associates Inc27K
$209K
+92%
Added · +13K sh
Q2 2026
18Citadel Advisors LLC24K
$185K
Added
Added · +24K sh
Q2 2026
19Canada Pension Plan Investment Board21K
$188K
+32%
Added · +5K sh
Q1 2026
20Northern Trust Corp19K
$165K
−0.8%
Reduced · −146 sh
Q1 2026
21HighTower Advisors, LLC16K
$143K
−1.0%
Reduced · −160 sh
Q1 2026
22Engineers Gate Manager LP13K
$99K
New
+13K sh
Q2 2026
23Susquehanna Portfolio Strategies, LLC12K
$106K
−55%
Reduced · −15K sh
Q1 2026
24Bank Of America Corp11K
$101K
−8.1%
Reduced · −1K sh
Q1 2026
25XTX Topco Ltd10K
$90K
−30%
Reduced · −4K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is STEM being bought or sold by institutions?

Last quarter, 6 funds opened a new position in STEM and 7 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
7
added to an existing position
Reduced
8
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own STEM also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL30 funds$57.6B
Meta Platforms Inc-Class AMETA30 funds$29.2B
Teradyne IncTER30 funds$2.3B
Lumentum Holdings IncLITE30 funds$2.2B
Nvidia CorpNVDA29 funds$126.1B
Apple IncAAPL29 funds$88.0B
Microsoft CorpMSFT29 funds$65.9B
Amazon.com IncAMZN29 funds$51.9B
Broadcom IncAVGO29 funds$49.8B
Advanced Micro DevicesAMD29 funds$27.8B
Eli Lilly & CoLLY29 funds$26.6B
Micron Technology IncMU29 funds$23.6B

Ranked by how many of STEM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STEM.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$45K
5 insiders
Net · 180d
-$45K
5 open-market transactions
DateInsiderRoleActionSharesValue
Jul 20, 2026Musfeldt BrianChief Financial OfficerSell (S)996$6K
Jul 2, 2026Carlson Michael JamesPresident, Managed ServicesSell (S)1K$11K
Jul 2, 2026Narayanan ArunChief Executive OfficerSell (S)2K$16K
Jul 2, 2026Laureles Saul R.Chief Legal OfficerSell (S)675$5K
Jul 2, 2026Tappin MatthewPresident, Software ProductsSell (S)996$8K
Mar 11, 2026Tappin MatthewPresident, Software ProductsSell (S)402$4K
Mar 10, 2026Laureles Saul R.Chief Legal OfficerSell (S)942$10K
Mar 10, 2026Narayanan ArunChief Executive OfficerSell (S)5K$57K
Mar 10, 2026Carlson Michael JamesPresident, Managed ServicesSell (S)2K$23K
Mar 10, 2026Tappin MatthewPresident, Software ProductsSell (S)655$7K
Mar 4, 2026Tappin MatthewPresident, Software ProductsSell (S)185$2K
Mar 3, 2026Tappin MatthewPresident, Software ProductsSell (S)300$3K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
1823
Insiders
Form 4 open-market
05-$45K
US House
STOCK Act trades
00$0
Sector rotation
STEM is in Information Technology, which smart money is rotating INTO
+$84.6B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

19 tracked filers in Q2 2026 filingsstill filing
03773Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.2M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for STEM

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Ask your agent what changed in STEM

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/STEM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for STEM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for STEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.