Ranked by reported Q2 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 | MARSHALL WACE, LLP | 406K | $3.2M | +39.2% | 4.528% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 361K | $2.8M | +5.1% | 4.033% | 0.00% |
| 3 | BlackRock, Inc. | 164K | $1.3M | +22.1% | 1.836% | 0.00% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 114K | $887K | -34.4% | 1.268% | 0.00% |
| 5 | Trexquant Investment LP | 111K | $864K | +20.7% | 1.235% | 0.01% |
| 6 | TWO SIGMA INVESTMENTS, LP | 103K | $806K | -41.1% | 1.153% | 0.00% |
| 7 | BNP PARIBAS FINANCIAL MARKETS | 93K | $727K | +75.3% | 1.039% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 93K | $727K | +1.1% | 1.038% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 66K | $519K | +13.5% | 0.742% | 0.00% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 60K | $465K | -14.4% | 0.665% | 0.01% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 57K | $444K | +14.4% | 0.635% | 0.00% |
| 12 | CITADEL ADVISORS LLC | 49K | $384K | +31.0% | 0.548% | 0.00% |
| 13 | Longaeva Partners L.P. | 48K | $376K | — | 0.538% | 0.01% |
| 14 | STATE STREET CORP | 38K | $299K | 0.0% | 0.427% | 0.00% |
| 15 | MORGAN STANLEY | 38K | $294K | -21.6% | 0.421% | 0.00% |
| 16 | ROYAL BANK OF CANADA | 30K | $231K | +5.0% | 0.331% | 0.00% |
| 17 | XTX Topco Ltd | 29K | $230K | +189.8% | 0.329% | 0.00% |
| 18 | CITIGROUP INC | 29K | $223K | -23.4% | 0.319% | 0.00% |
| 19 | HSBC HOLDINGS PLC | 28K | $221K | 0.0% | 0.317% | 0.00% |
| 20 | Keyframe Capital Partners, L.P. | 26K | $202K | 0.0% | 0.289% | 100.00% |
| 21 | UBS Group AG | 25K | $196K | -52.8% | 0.281% | 0.00% |
| 22 | NOMURA HOLDINGS INC | 24K | $185K | 0.0% | 0.265% | 0.00% |
| 23 | NORTHERN TRUST CORP | 21K | $166K | +14.0% | 0.237% | 0.00% |
| 24 | HighTower Advisors, LLC | 16K | $126K | 0.0% | 0.180% | 0.00% |
| 25 | Engineers Gate Manager LP | 13K | $99K | — | 0.142% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in STEM — a direct measure of their conviction.
Filings activity in STEM during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | 6.3% | 26.15% | 1.96 pp | $16M | 9.7% |
| Q1 2026 | 79 | 15% | 28.11% | 5.34 pp | $18M | 50% |
| Q4 2025 | 93 | +9.4% | 33.45% | 3.01 pp | $37M | 23% |
| Q3 2025 | 85 | +12% | 36.46% | +10.24 pp | $48M | +290% |
| Q2 2025 | 76 | +7500% | 26.22% | +26.09 pp | $12M | +244554% |
| Q3 2018 | 1 | 97% | 0.13% | 15.01 pp | $0M | 100% |
| Q3 2016 | 36 | +16% | 15.14% | +8.37 pp | $2M | +429% |
| Q2 2016 | 31 | — | 6.77% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying STEM stock.
Based on Q2 2026 13F filings, institutional ownership of Stem, Inc. stands at 26.2%, held across 74 reporting institutions.
MARSHALL WACE, LLP is the largest reported institutional holder of STEM, with approximately 405,608 shares worth $0.00B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of STEM, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for STEM is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in STEM during Q2 2026, while 12 fully exited. 13 added to existing positions and 52 trimmed.
STEM institutional ownership fell by 1.96 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 74.6% of all reported 13F value in STEM, and the top 25 account for 96.9%.
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.
Stem, Inc. (STEM) Institutional Ownership