34% buyers of institutions opening or closing positions this quarter
12 more exits than new buyers, ownership fell 20.30 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
34% buyers of institutions opening or closing positions this quarter
17.7% institutional ownership
BRIDGEWAY CAPITAL MANAGEMENT, portfolio allocation
Institutional ownership vs Software - Infrastructure peers
No Form 4 insider transactions on file
Latest positioning in STEM across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in STEM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 344K | $3.0M | β | 4.036% | 0.00% |
| 2 | MARSHALL WACE, LLP | 291K | $2.6M | +74.2% | 3.420% | 0.00% |
| 3 | TWO SIGMA INVESTMENTS, LP | 175K | $1.6M | +106.1% | 2.059% | 0.00% |
| 4 | BlackRock, Inc. | 135K | $1.2M | -2.5% | 1.581% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 92K | $814K | +4.3% | 1.081% | 0.00% |
| 6 | Trexquant Investment LP | 92K | $810K | +258.4% | 1.076% | 0.01% |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 70K | $615K | 0.0% | 0.817% | 0.01% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 59K | $518K | +423.0% | 0.688% | 0.00% |
| 9 | UBS Group AG | 53K | $471K | +46.3% | 0.625% | 0.00% |
| 10 | BNP PARIBAS ARBITRAGE, SA | 53K | $469K | +173.9% | 0.623% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 50K | $440K | β | 0.584% | 0.00% |
| 12 | MORGAN STANLEY | 48K | $425K | +99.5% | 0.564% | 0.00% |
| 13 | STATE STREET CORP | 38K | $338K | 0.0% | 0.449% | 0.00% |
| 14 | CITIGROUP INC | 37K | $329K | -0.0% | 0.437% | 0.00% |
| 15 | ROYAL BANK OF CANADA | 28K | $249K | +8.8% | 0.331% | 0.00% |
| 16 | HSBC HOLDINGS PLC | 28K | $249K | β | 0.334% | 0.00% |
| 17 | NOMURA HOLDINGS INC | 24K | $210K | +92.2% | 0.278% | 0.00% |
| 18 | CANADA PENSION PLAN INVESTMENT BOARD | 21K | $188K | +32.3% | 0.250% | 0.00% |
| 19 | NORTHERN TRUST CORP | 19K | $165K | -0.8% | 0.219% | 0.00% |
| 20 | HighTower Advisors, LLC | 16K | $143K | -1.0% | 0.190% | 0.00% |
| 21 | Centiva Capital, LP | 15K | $132K | β | 0.176% | 0.00% |
| 22 | Susquehanna Portfolio Strategies, LLC | 12K | $106K | -55.4% | 0.140% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 11K | $101K | -8.1% | 0.134% | 0.00% |
| 24 | XTX Topco Ltd | 10K | $90K | -30.2% | 0.119% | 0.00% |
| 25 | Zweig-DiMenna Associates LLC | 8K | $73K | 0.0% | 0.097% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in STEM β a direct measure of their conviction.
Filings activity in STEM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 74 | 14% | 17.72% | 20.30 pp | $16M | 53% |
| Q4 2025 | 86 | +8.9% | 38.02% | 10.63 pp | $33M | 22% |
| Q3 2025 | 79 | +3.9% | 48.65% | +34.68 pp | $43M | +248% |
| Q2 2025 | 76 | +7500% | 13.97% | +13.96 pp | $12M | +244576% |
| Q3 2018 | 1 | 97% | 0.01% | 2.09 pp | $0M | 100% |
| Q3 2016 | 36 | +16% | 2.10% | +1.70 pp | $2M | +429% |
| Q2 2016 | 31 | +3000% | 0.40% | +0.40 pp | $0M | β |
| Q1 2016 | 1 | β | 0.00% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for STEM.
Quick answers to the most common questions about buying STEM stock.
Based on Q1 2026 13F filings, institutional ownership of Stem, Inc. stands at 17.7%, held across 74 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of STEM, with approximately 343,813 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of STEM, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for STEM is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in STEM during Q1 2026, while 25 fully exited. 10 added to existing positions and 51 trimmed.
STEM institutional ownership fell by 20.30 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 77.7% of all reported 13F value in STEM, and the top 25 account for 98.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.