STEM

STEM, INC.

Services-Computer Integrated Systems DesignNYSEAccelerated filer<br>Smaller reporting company

Total Trades

132

Buys

3

Sells

89

Largest Trade

N/A

Insiders

18

Institutional Funds

62

Inst. Value

$1M+

Activist Filings

11

Insider Trades

InsiderTitleTypeValueSharesPriceDate
Carlson Michael JamesCOOSELL$15K–$50K10K$3.17Feb 20, 2024
Carlson Michael JamesCOOEXERCISEN/A26KFeb 20, 2024
Tappin MatthewPresidentSELL$1K–$15K5K$3.15Feb 16, 2024
Laureles Saul R.Chief Legal OfficerSELL$15K–$50K10K$3.23Jan 31, 2024
Laureles Saul R.Chief Legal OfficerEXERCISEN/A34KJan 31, 2024
Shukla RahulChief Accounting O…EXERCISEN/A8KJan 19, 2024
Shukla RahulChief Accounting O…SELL$1K–$15K3K$2.73Jan 19, 2024
Tappin MatthewPresidentSELL$15K–$50K5K$3.56Jan 3, 2024
Tappin MatthewPresidentEXERCISEN/A14KJan 3, 2024
Carlson Michael JamesCOOSELL$1K–$15K2K$4.18Sep 28, 2023
Carlson Michael JamesCOOEXERCISEN/A6KSep 28, 2023
BUZBY DAVID SDirectorBUY$100K–$500K62K$4.82Sep 18, 2023
Russo AlanChief Revenue Offi…SELL$50K–$100K13K$6.50Aug 14, 2023
TROE LISA LDirectorEXERCISEN/A20KJun 20, 2023
TROE LISA LDirectorSELL$15K–$50K6K$6.40Jun 20, 2023
Carrington John EugeneCEO and DirectorSELL$1K–$15K4K$4.12May 5, 2023
Carrington John EugeneCEO and DirectorEXERCISEN/A10KMay 5, 2023
BUSH WILLIAM JOHNCFOEXERCISEN/A4KMay 5, 2023
BUSH WILLIAM JOHNCFOSELL$1K–$15K1K$4.12May 5, 2023
Laureles Saul R.Chief Legal OfficerSELL$1K–$15K887$4.12May 5, 2023
Laureles Saul R.Chief Legal OfficerEXERCISEN/A3KMay 5, 2023
Patel PrakeshChief Strategy Off…EXERCISEN/A3KMay 3, 2023
Patel PrakeshChief Strategy Off…SELL$1K–$15K1K$4.12May 3, 2023
Johnson larshCTOSELL$1K–$15K1K$4.12May 3, 2023
Johnson larshCTOEXERCISEN/A3KMay 3, 2023
Russo AlanChief Revenue Offi…SELL$1K–$15K2K$4.12May 3, 2023
Russo AlanChief Revenue Offi…EXERCISEN/A4KMay 3, 2023
Carrington John EugeneCEO and DirectorSELL$50K–$100K13K$6.33Mar 21, 2023
Schaefer RobertPresidentSELL$50K–$100K11K$6.85Mar 17, 2023
Homenock KimChief People OfficerSELL$100K–$500K27K$6.72Mar 16, 2023
Homenock KimChief People OfficerEXERCISEN/A70KMar 16, 2023
Schaefer RobertPresidentSELL$15K–$50K5K$8.58Mar 13, 2023
Johnson larshCTOSELL$50K–$100K7K$8.10Mar 3, 2023
Johnson larshCTOEXERCISEN/A17KMar 3, 2023
Laureles Saul R.Chief Legal OfficerEXERCISEN/A18KMar 3, 2023
Laureles Saul R.Chief Legal OfficerSELL$15K–$50K5K$8.10Mar 3, 2023
Patel PrakeshChief Strategy Off…SELL$50K–$100K7K$8.10Mar 3, 2023
Patel PrakeshChief Strategy Off…EXERCISEN/A17KMar 3, 2023
Russo AlanChief Revenue Offi…SELL$15K–$50K6K$8.10Mar 3, 2023
Russo AlanChief Revenue Offi…EXERCISEN/A17KMar 3, 2023
BUSH WILLIAM JOHNCFOEXERCISEN/A23KMar 3, 2023
BUSH WILLIAM JOHNCFOSELL$50K–$100K9K$8.10Mar 3, 2023
Shukla RahulChief Accounting O…SELL$15K–$50K4K$8.23Feb 28, 2023
Shukla RahulChief Accounting O…EXERCISEN/A8KFeb 28, 2023
Daley AdamDirectorSELL$1M+150K$13.60Nov 21, 2022
Carrington John EugeneCEO and DirectorSELL$500K+57K$13.71Nov 18, 2022
Johnson larshCTOSELL$100K–$500K25K$13.94Nov 17, 2022
BUSH WILLIAM JOHNCFOSELL$100K–$500K30K$14.67Nov 17, 2022
Carrington John EugeneCEO and DirectorSELL$500K+57K$13.62Oct 7, 2022
Homenock KimChief People OfficerSELL$100K–$500K27K$17.05Sep 16, 2022
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Institutional Ownership

13F filings as of Dec 31, 2025 · 62 funds holding

FundShares
GSA CAPITAL PARTNERS LLP79K
GEODE CAPITAL MANAGEMENT, LLC71K
VANGUARD GROUP INC50K
STATE STREET CORP38K
GOLDMAN SACHS GROUP INC36K
CITIGROUP INC34K
DnB Asset Management AS32K
COHEN & STEERS, INC.32K
WOLVERINE ASSET MANAGEMENT LLC29K
Keyframe Capital Partners, L.P.26K
HSBC HOLDINGS PLC24K
Walleye Capital LLC24K
JANE STREET GROUP, LLC20K
BNP PARIBAS FINANCIAL MARKETS19K
PEAK6 LLC19K
HighTower Advisors, LLC16K
MARSHALL WACE, LLP16K
Skaana Management L.P.15K
OMERS ADMINISTRATION Corp13K
NOMURA HOLDINGS INC12K

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

The Vanguard Group

SC 13G/A · Jul 29, 2025

4.6%

387K shares

BlackRock, Inc.

SC 13G/A · Jul 18, 2025

2.1%

178K shares

The Vanguard Group

SC 13G/A · Nov 12, 2024

5.3%

8.7M shares

The Vanguard Group

SC 13G/A · Nov 4, 2024

5.3%

8.7M shares

The Vanguard Group

SC 13G/A · Nov 4, 2024

5.3%

8.7M shares

The Vanguard Group - 23-1945930

SC 13G/A · Feb 13, 2024

7.1%

11.1M shares

6.8%

10.6M shares

BlackRock, Inc.

SC 13G/A · Jan 26, 2024

7.3%

11.4M shares

BlackRock, Inc.

SC 13G · Feb 3, 2023

6.2%

9.6M shares

Park West Asset Management LLC

SC 13G/A · Feb 14, 2022

0.0%

0 shares

Star Peak Sponsor LLC

SC 13G/A · Feb 14, 2022

0.0%

134K shares

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