Company Analysis

Stem, Inc. (STEM)

NYSE: STEM · Services-Computer Integrated Systems Design · Houston, TX · filing with the SEC since 2018
Grade4.5
◀ Past 4.3● Present 4.1▶ Future 5.5
1 est.

Who owns Stem, Inc.

As filed with the SEC
Holders of 5% or more
0
No Schedule 13D or 13G naming this company is on file.
Directors and officers
14
report now, of 34 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 0 named at left.
Holders of 5% or moreshare of the class, as filed
The Vanguard Group
SCHEDULE 13G/A · filed Jul 29, 2025 · Common Stock · reported falling below 5%
under 5%
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 18, 2025 · Common Stock · reported falling below 5%
under 5%
What STEM reports owning in othersstakes of 5% or more, and other ties

3 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 5, 2026.

Insider tradesForm 4
17sales
0purchases
1sales on a scheduled plan
6people selling
$400,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 34 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Tappin MatthewPresident, Software Products7$200,00010$0
Narayanan ArunChief Executive Officer2$100,00000$0
Shukla RahulChief Accounting Officer1$100,00000$0
Carlson Michael JamesPresident, Managed Services3$000$0
Musfeldt BrianChief Financial Officer1$000$0
Laureles Saul R.Chief Legal Officer3$000$0
SI Assistanton STEM · research, not advice