Stem Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:5QQ0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 May 24	Sell€335,760	John Carrington	Individual	194,171	€1.73
19 Mar 24	Sell€44,645	Matthew Tappin	Individual	26,640	€1.68
19 Mar 24	Sell€167,586	Robert Schaefer	Individual	100,000	€1.68
18 Mar 24	Buy€56,272	David Buzby	Individual	33,800	€1.66
18 Mar 24	Buy€162,049	David Buzby	Individual	96,300	€1.69
15 Mar 24	Buy€88,396	Michael Carlson	Individual	55,000	€1.61
15 Mar 24	Buy€40,557	Kim Homenock	Individual	24,000	€1.69

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 5QQ0?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	7,150,622	4.36%
Institutions	59,812,656	36.4%
General Public	97,186,445	59.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 32.41% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.97%	BlackRock, Inc.	11,437,000	€4.3m	1.33%	no data
5.12%	The Vanguard Group, Inc.	8,399,323	€3.2m	-2.96%	no data
2.8%	UBS Asset Management AG	4,598,726	€1.7m	63.7%	no data
2.61%	Angeleno Group, LLC	4,289,849	€1.6m	0%	100.0%
2.07%	Geode Capital Management, LLC	3,404,656	€1.3m	-5.53%	no data
1.89%	State Street Global Advisors, Inc.	3,097,634	€1.2m	-36.5%	no data
1.12%	Michael Morgan	1,845,629	€693.2k	0%	no data
1.09%	Robert Schaefer	1,791,882	€673.0k	0%	no data
0.93%	Bg Fund Management Luxembourg S.A.	1,527,043	€573.6k	0%	0.01%
0.79%	Northern Trust Global Investments	1,295,149	€486.5k	6.26%	no data
0.66%	Susquehanna International Group, LLP, Asset Management Arm	1,088,603	€408.9k	778%	no data
0.66%	Lido Advisors, LLC	1,075,772	€404.1k	0%	no data
0.59%	Morgan Stanley, Investment Banking and Brokerage Investments	973,081	€365.5k	10.7%	no data
0.52%	Citigroup Inc.,Banking and Securities Investments	859,529	€322.8k	0.47%	no data
0.5%	HSBC Global Asset Management (UK) Limited	826,709	€310.5k	-0.17%	no data
0.49%	BNP Paribas Arbitrage Sa, Asset Management Arm	796,455	€299.2k	0%	no data
0.48%	Rock Point Advisors, LLC	791,280	€297.2k	-17.1%	0.11%
0.47%	Prescott Group Capital Management L.L.C.	778,573	€292.4k	-34.7%	0.04%
0.47%	Group One Trading LP, Asset Management Arm	777,344	€292.0k	231%	0.01%
0.46%	David Buzby	760,998	€285.8k	0%	no data
0.39%	Cohen & Steers Capital Management, Inc.	637,750	€239.5k	0%	no data
0.37%	Carnegie Investment Bank AB, Asset Management Arm	607,981	€228.4k	0%	0.03%
0.32%	Swiss Life Asset Management AG	522,086	€196.1k	0%	0.02%
0.32%	Royal Bank of Canada, Banking & Securities Investments	519,101	€195.0k	0.64%	no data
0.31%	John Carrington	506,585	€190.3k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/12 04:56
End of Day Share Price	2025/03/12 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stem, Inc. is covered by 18 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christine Cho	Barclays
Ameet Thakkar	BMO Capital Markets Equity Research
Moses Sutton	BNP Paribas Exane