Stem, Inc.

NYSE:STEM Stock Report

Market Cap: US$135.7m

Stem Ownership

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

Recent Insider Transactions

NYSE:STEM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Nov 25SellUS$59,556Rahul ShuklaIndividual3,674US$16.21

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 STEM?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders489,6435.84%
Institutions1,837,91221.9%
General Public6,062,65372.3%

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

Top Shareholders

Top 25 shareholders own 27.32% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.71%
The Vanguard Group, Inc.
395,223US$6.4m2.19%no data
2.91%
Marshall Wace LLP
243,758US$3.9m711%no data
2.6%
Bank of America Corporation
217,871US$3.5m104%no data
2.56%
Angeleno Group, LLC
214,492US$3.5m0%100.0%
1.66%
BlackRock, Inc.
139,380US$2.3m-21.6%no data
1.36%
Susquehanna International Group, LLP
113,770US$1.8m12.9%no data
1.18%
John Carrington
99,211US$1.6m0%no data
1.12%
Two Sigma Investments, LP
94,045US$1.5m462%no data
1.1%
Michael Morgan
92,281US$1.5m0%no data
1.07%
Robert Schaefer
89,594US$1.4m0%no data
1.03%
Geode Capital Management, LLC
86,425US$1.4m1.34%no data
0.76%
UBS Asset Management AG
64,020US$1.0m-19.8%no data
0.66%
Point72 Asset Management, L.P.
55,678US$900.3k0%no data
0.53%
Citadel Advisors LLC
44,340US$717.0k0%no data
0.5%
Millennium Management LLC
41,769US$675.4k-47.5%no data
0.46%
State Street Global Advisors, Inc.
38,279US$619.0k15.7%no data
0.45%
David Buzby
38,049US$615.2k0%no data
0.43%
Citigroup Inc.
36,482US$589.9k-40.6%no data
0.38%
Cohen & Steers Capital Management, Inc.
31,887US$515.6k0%no data
0.36%
Walleye Capital LLC
30,069US$486.2k0%no data
0.31%
The Goldman Sachs Group, Inc.
25,908US$418.9k9.64%no data
0.31%
Two Sigma Advisers, LP
25,690US$415.4k0%no data
0.3%
Royal Bank of Canada
25,504US$412.4k-1.16%no data
0.3%
Keyframe Capital Partners, L.P.
25,191US$407.3k0%0.83%
0.28%
Saul Laureles
23,610US$381.8k78.3%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/19 06:52
End of Day Share Price 2025/11/19 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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.

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 14 analysts. 6 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