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
DateValueNameEntityRoleSharesMax Price
02 May 24Sell€335,760John CarringtonIndividual194,171€1.73
19 Mar 24Sell€44,645Matthew TappinIndividual26,640€1.68
19 Mar 24Sell€167,586Robert SchaeferIndividual100,000€1.68
18 Mar 24Buy€56,272David BuzbyIndividual33,800€1.66
18 Mar 24Buy€162,049David BuzbyIndividual96,300€1.69
15 Mar 24Buy€88,396Michael CarlsonIndividual55,000€1.61
15 Mar 24Buy€40,557Kim HomenockIndividual24,000€1.69
13 Mar 24Sell€75,706Larsh JohnsonIndividual41,428€1.83
11 Mar 24Sell€83,020Rahul ShuklaIndividual41,231€2.02
08 Mar 24Sell€170,143John CarringtonIndividual85,038€2.00
08 Mar 24Sell€49,818Matthew TappinIndividual24,899€2.00
08 Mar 24Sell€92,104William BushIndividual46,034€2.00
08 Mar 24Sell€70,566Michael CarlsonIndividual35,269€2.00
08 Mar 24Sell€74,955Robert SchaeferIndividual37,463€2.00
08 Mar 24Sell€53,045Kim HomenockIndividual26,512€2.00
08 Mar 24Sell€53,225Saul LaurelesIndividual26,602€2.00
08 Mar 24Sell€71,832Prakesh PatelIndividual35,902€2.00
08 Mar 24Sell€71,788Larsh JohnsonIndividual35,880€2.00
04 Mar 24Sell€45,947Rahul ShuklaIndividual20,204€2.27
04 Mar 24Sell€12,766Saul LaurelesIndividual5,591€2.28
04 Mar 24Sell€22,870William BushIndividual10,016€2.28
04 Mar 24Sell€13,070Matthew TappinIndividual5,724€2.28
04 Mar 24Sell€16,333Larsh JohnsonIndividual7,153€2.28
04 Mar 24Sell€16,333Prakesh PatelIndividual7,153€2.28
04 Mar 24Sell€13,574Robert SchaeferIndividual5,945€2.28
04 Mar 24Sell€22,571John CarringtonIndividual9,885€2.28

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 TypeNumber of SharesOwnership Percentage
Individual Insiders6,865,2044.22%
Institutions65,939,56340.5%
General Public89,949,26755.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.4%.


Top Shareholders

Top 25 shareholders own 35.36% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.93%
BlackRock, Inc.
11,286,773€3.5m3.51%no data
5.32%
The Vanguard Group, Inc.
8,655,953€2.7m1.58%no data
3%
State Street Global Advisors, Inc.
4,880,267€1.5m-1.76%no data
2.64%
Angeleno Group, LLC
4,289,849€1.3m0%100.0%
2.21%
Geode Capital Management, LLC
3,604,073€1.1m4.83%no data
1.73%
UBS Asset Management AG
2,809,078€871.7k56.9%no data
1.6%
ExodusPoint Capital Management, LP
2,611,397€810.4k0%0.01%
1.27%
Robert W. Baird & Co. Incorporated, Asset Management Arm
2,068,643€642.0k44.3%no data
1.13%
Michael Morgan
1,845,629€572.8k0%no data
1.1%
Robert Schaefer
1,791,882€556.1k0%no data
0.94%
Bg Fund Management Luxembourg S.A.
1,527,043€473.9k0%0.01%
0.75%
Northern Trust Global Investments
1,218,829€378.2k2.56%no data
0.73%
Prescott Group Capital Management L.L.C.
1,192,515€370.1k72.8%0.05%
0.66%
Lido Advisors, LLC
1,075,772€333.8k0%no data
0.59%
Rock Point Advisors, LLC
954,245€296.1k-41%0.09%
0.54%
Morgan Stanley, Investment Banking and Brokerage Investments
879,162€272.8k79.1%no data
0.53%
IQ EQ Fund Management (Ireland) Limited
866,372€268.9k-0.13%0.09%
0.53%
Davy Global Fund Management Limited
856,092€265.7k0%0.01%
0.53%
Citigroup Inc.,Banking and Securities Investments
855,531€265.5k-1%no data
0.51%
HSBC Global Asset Management (UK) Limited
828,095€257.0k-20.3%no data
0.47%
David Buzby
760,998€236.2k0%no data
0.44%
AllianceBernstein L.P.
716,170€222.2k16.5%no data
0.41%
KBC Asset Management NV
675,020€209.5k-0.44%no data
0.41%
Two Sigma Investments, LP
663,063€205.8k3.86%no data
0.39%
Cohen & Steers Capital Management, Inc.
637,750€197.9k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 06:06
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Stem, Inc. is covered by 20 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christine ChoBarclays
Ameet ThakkarBMO Capital Markets Equity Research
Moses SuttonBNP Paribas Exane