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Stem

STEM on NYSE. Market value $41m.

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Who owns it

None of the long-term investors we follow own it. 73 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

No one has reported a stake above 5% since December 2024.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 6 sold $389,510, $4,354 of it under preset trading plans.

  • Carlson Michael James
    President, Managed Services
    Sold
    Date
    29 September 2026
    Shares
    146
    Price
    $4.67
    Value
    $682
  • Musfeldt Brian
    Chief Financial Officer
    Sold
    Date
    20 July 2026
    Shares
    996
    Price
    $6.11
    Value
    $6,086
  • Narayanan Arun
    Chief Executive Officer
    Sold
    Date
    2 July 2026
    Shares
    1,996
    Price
    $7.85
    Value
    $15,669
  • Tappin Matthew
    President, Software Products
    Sold
    Date
    2 July 2026
    Shares
    996
    Price
    $7.85
    Value
    $7,819
  • Carlson Michael James
    President, Managed Services
    Sold
    Date
    2 July 2026
    Shares
    1,347
    Price
    $7.85
    Value
    $10,574
  • Laureles Saul R.
    Chief Legal Officer
    Sold
    Date
    2 July 2026
    Shares
    675
    Price
    $7.85
    Value
    $5,299
  • Tappin Matthew
    President, Software Products
    Sold
    under a preset trading plan
    Date
    11 March 2026
    Shares
    402
    Price
    $10.83
    Value
    $4,354
  • Narayanan Arun
    Chief Executive Officer
    Sold
    Date
    10 March 2026
    Shares
    5,145
    Price
    $11.12
    Value
    $57,212
  • Tappin Matthew
    President, Software Products
    Sold
    Date
    10 March 2026
    Shares
    655
    Price
    $11.12
    Value
    $7,284
  • Carlson Michael James
    President, Managed Services
    Sold
    Date
    10 March 2026
    Shares
    2,079
    Price
    $11.12
    Value
    $23,118

From Form 4 filings: insiders must report trades in their own company's shares within two days.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.