STEM, INC. (STEM)

Distributing

Strong institutional distribution: ownership decreased -6.72% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

25.04%

QoQ Change

-6.72%

Total Value

$18.2B

Shares Outstanding

9.0M

Crowding AnalysisCrowded

Holders77of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.52x

58th percentile

27 buying52 selling

+11

New

-27

Closed

-419,010

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 2.7 QHolders: 77

Ownership Concentration

Top 5: 49.9%Top 10: 69.1%

VANGUARD CAPITAL MANAGEMENT15.3%

MARSHALL WACE, LLP13.0%

TWO SIGMA INVESTMENTS,7.8%

SUSQUEHANNA INTERNATIONAL GROUP, LLP7.7%

BlackRock,6.0%

Others (72)50.1%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.01%Max: 0.06%High conviction (>1%): 0

VANGUARD CAPITAL MANAGEMENT

MARSHALL WACE, LLP

TWO SIGMA INVESTMENTS,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

BlackRock,

GSA CAPITAL PARTNERS LLP

GEODE CAPITAL MANAGEMENT,

Trexquant Investment

CSS LLC/IL

BRIDGEWAY CAPITAL MANAGEMENT,

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Whale Moves Timeline (7 Quarters)

Biggest dollar-value position changes among top 10 holders

SOLDSUSQUEHANNA INTERNATIONAL GROUP, LLP$4M403K shr

NEWVANGUARD CAPITAL MANAGEMENT$3M344K shr

BOUGHTMARSHALL WACE, LLP$1M124K shr

NEWTrexquant Investment$810K92K shr

BOUGHTTWO SIGMA INVESTMENTS$798K90K shr

NEWGSA CAPITAL PARTNERS LLP$1.2B79K shr

SOLDSUSQUEHANNA INTERNATIONAL GROUP, LLP$2M104K shr

SOLDMARSHALL WACE, LLP$1M77K shr

NEWBRIDGEWAY CAPITAL MANAGEMENT$1M70K shr

SOLDTWO SIGMA INVESTMENTS$135K9K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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