Fund shareholders of Stem Inc
ISIN US85859N3008 · United States · LEI 549300GVWIYFILN5V546
- Fund shareholders
- 18
- Of which ETFs
- 2 16 other funds
- Value held
- ≈ 4.3M $ 4.3M $ · 9.6K €
- Share of capital
- 5.5 % of 9.6M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 245,987 | 1.9M $ | 0.00 % | 2.56 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 96,283 | 752K $ | 0.00 % | 1.00 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 44,000 | 343.6K $ | 0.35 % | 0.46 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 42,764 | 415.7K $ | 0.00 % | 0.44 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 27,987 | 218.6K $ | 0.01 % | 0.29 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 15,600 | 121.8K $ | 0.08 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,950 | 145.3K $ | 0.00 % | 0.16 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 12,948 | 125.9K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,510 | 74.3K $ | 0.01 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,438 | 50.3K $ | 0.00 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,672 | 36.5K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Corgi Battery Energy Storage Systems ETF Corgi ETF Trust I | 4,640 | 36.2K $ | 1.70 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,280 | 33.4K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,866 | 14.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 300 | 2.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 63 | 492 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 47 | 255.4 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| DUX UMBRELLA, FI DUX UMBRELLA/TRIMMING USA TECHNOLOGY DUX INVERSORES, SGIIC, S.A. | 9.6K € | 0.17 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Corgi Battery Energy Storage Systems ETF Corgi ETF Trust I | 1.70 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.35 % | as of Jun 30, 2026 ↗ |
| DUX UMBRELLA, FI DUX UMBRELLA/TRIMMING USA TECHNOLOGY DUX INVERSORES, SGIIC, S.A. | 0.17 % | as of Dec 31, 2025 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.08 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 17 | 0 | 532,335 | +6.0 % |
| 2026Q2 | 17 | 0 | 502,181 | +0.1 % |
| 2026Q1 | 17 | -1 | 501,505 | +11.0 % |
| 2025Q4 | 18 | -11 | 451,927 | -7.7 % |
| 2025Q3 | 29 | 489,378 |
Institutional managers
72 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MARSHALL WACE, LLP | 291,340 | 2.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 175,389 | 1.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 134,712 | 1.2M $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 108,502 | 959 $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 92,052 | 814.1K $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 91,676 | 810.4K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 69,600 | 615.3K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 58,575 | 517.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 53,233 | 470.6K $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 53,094 | 469.4K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 48,035 | 424.6K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 38,279 | 338.4K $ | as of Mar 31, 2026 |
| CITIGROUP INC | 37,214 | 329K $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 31,887 | 282 $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 28,424 | 248.7K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 28,213 | 249K $ | as of Mar 31, 2026 |
| Keyframe Capital Partners, L.P. | 25,924 | 229.2K $ | as of Mar 31, 2026 |
| NOMURA HOLDINGS INC | 23,713 | 209.6K $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 21,300 | 188.3K $ | as of Mar 31, 2026 |
| Virtu Financial LLC | 18,753 | 166 $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 18,633 | 164.7K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 16,147 | 142.7K $ | as of Mar 31, 2026 |
| Centiva Capital, LP | 14,967 | 132.3K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13,914 | 123 $ | as of Mar 31, 2026 |
| Susquehanna Portfolio Strategies, LLC | 11,955 | 105.7K $ | as of Mar 31, 2026 |
Funds holding the debt of Stem Inc
16 funds declare 16 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Stem Inc". https://titelia.com/en/stocks/stem-inc-US85859N3008