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STEM · Stem, Inc.
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STEM Stem (STEM) Insider Trading, Ownership & Congress Trades

Software & IT · Services-computer integrated systems design · CIK 0001758766
Quote by TradingView
Form 144 · 5
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
25
13F, latest reported quarter
Conversions, 180 days
15
Codes C/M, not in net · $267.5K priced

What the filings say about STEM

Insiders, 180 days
-$46.1K net sold
5 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$51.7K
5 notices

Stem insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, STEM, INC. insiders sold a net $46.1K of stock across 195 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Carlson Michael James
President, Managed Services
SELL
2026-09-29 SEC
146
$682
-29.2%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (2 buys, 6 sales), the last on Jul 2, 2026.
  • -33.0% median (-33.0% mean) 90-day return after 2 previous buys.
  • The trade is 0.6% of the 26,020 shares held after it.
  • No other insider sold within 30 days.
  • 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Managed Services Carlson Michael James sold about $682 of STEM on Sep 29, 2026; 25 funds added in the latest 13F quarter.
Musfeldt Brian
Chief Financial Officer
SELL
2026-07-21 SECtraded 2026-07-20
996
$6.1K
-49.9%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 41.9% of the 2,379 shares held after it.
  • 4 other insiders sold within 30 days.
  • 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Musfeldt Brian sold about $6.1K of STEM on Jul 20, 2026; 4 other insiders sold within 30 days and 25 funds added in the latest 13F quarter.
Carlson Michael James
President, Managed Services
SELL
2026-07-02 SEC
1,347
$10.6K
-61.4%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (2 buys, 5 sales), the last on Mar 10, 2026.
  • -33.0% median (-33.0% mean) 90-day return after 2 previous buys.
  • The trade is 5.2% of the 25,861 shares held after it.
  • 4 other insiders sold within 30 days.
  • 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Managed Services Carlson Michael James sold about $10.6K of STEM on Jul 2, 2026; 4 other insiders sold within 30 days and 25 funds added in the latest 13F quarter.
Laureles Saul R.
Chief Legal Officer
SELL
2026-07-02 SEC
675
$5.3K
-61.4%
Context
  • 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Mar 10, 2026.
  • The trade is 2.0% of the 34,525 shares held after it.
  • 4 other insiders sold within 30 days.
  • 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer Laureles Saul R. sold about $5.3K of STEM on Jul 2, 2026; 4 other insiders sold within 30 days and 25 funds added in the latest 13F quarter.
Narayanan Arun
Chief Executive Officer
SELL
2026-07-02 SEC
1,996
$15.7K
-61.4%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Mar 10, 2026.
  • The trade is 10.4% of the 19,109 shares held after it.
  • 4 other insiders sold within 30 days.
  • 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Narayanan Arun sold about $15.7K of STEM on Jul 2, 2026; 4 other insiders sold within 30 days and 25 funds added in the latest 13F quarter.
195 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 190 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$46.1K over 180 days
-$682 over 90 days
more than 76% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
25 funds bought in last quarter
below 72% of Software & IT
Revenue
+8.1% year over year
below 53% of Software & IT
Margin
88.2% net margin
more than 98% of Software & IT
Buybacks
no share repurchases reported
Short interest
12.9% of the float short (float per yahoo 2026-10-27) · 8.0 days to cover · settled 2026-10-15
more than 90% of Software & IT
What changed in the last 30 days
Sep 29President, Managed Services Carlson Michael James sold $682 (Sep 29)
Sep 29Officer Carlson Michael James filed to sell $671 by Sep 29 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch STEM

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-85.5%12M
-85%-52%-18%+15%2025-102025-122026-022026-042026-062026-082026-10 2025-11-11 · Tappin Matthew sold $169.6K2025-11-18 · Shukla Rahul sold $59.6K2026-03-10 · Narayanan Arun sold $57.2K2026-03-10 · Carlson Michael James sold $23.1K2026-07-02 · Narayanan Arun sold $15.7K2026-07-02 · Carlson Michael James sold $10.6K2026-03-10 · Laureles Saul R. sold $10.5K2026-07-02 · Tappin Matthew sold $7.8K2026-03-10 · Tappin Matthew sold $7.3K2026-07-20 · Musfeldt Brian sold $6.1K2026-07-02 · Laureles Saul R. sold $5.3K2026-03-11 · Tappin Matthew sold $4.4K2026-02-20 · Tappin Matthew sold $4.2K2026-03-03 · Tappin Matthew sold $2.9K2026-03-03 · Laureles Saul R. sold $2.8K2026-03-04 · Tappin Matthew sold $1.9K2026-09-29 · Carlson Michael James sold $6822026-09-29 · Carlson Michael James filed to sell $6712026-08-10 · Carlson Michael James filed to sell $20.0K2026-08-10 · Laureles Saul R. filed to sell $10.0K2026-08-10 · Musfeldt Brian filed to sell $6.2K2026-08-10 · Tappin Matthew filed to sell $14.8K2026-07-29 · Carlson Michael James filed to sell $13.0K2026-07-29 · Laureles Saul R. filed to sell $6.5K2026-07-29 · Tappin Matthew filed to sell $9.6K2026-07-20 · Musfeldt Brian filed to sell $6.1K2026-07-02 · Carlson Michael James filed to sell $10.4K2026-07-02 · Laureles Saul R. filed to sell $5.2K2026-07-02 · Narayanan Arun filed to sell $15.5K2026-07-02 · Tappin Matthew filed to sell $7.7K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns STEM: institutional holders (13F)

13F holdings, latest reported quarter
MARSHALL WACE, LLP
405,608 sh
$3.2M
VANGUARD CAPITAL MANAGEMENT LLC
361,249 sh
$2.8M
BlackRock, Inc.
164,477 sh
$1.3M
Trexquant Investment LP
110,640 sh
$864.1K
TWO SIGMA INVESTMENTS, LP
103,234 sh
$806.3K

Congress trades in STEM

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

STEM planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Carlson Michael James
Filed 2026-09-29
$671
Carlson Michael James
Filed 2026-08-10
$20.0K
Laureles Saul R.
Filed 2026-08-10
$10.0K
Musfeldt Brian
Filed 2026-08-10
$6.2K
Tappin Matthew
Filed 2026-08-10
$14.8K

STEM mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Ultra-Small Company Fund
$343.6K position · as of 2026-06-30
0.3%
Ultra-Small Company Market Fund
$121.8K position · as of 2026-06-30
0.1%
iShares Micro-Cap ETF
$218.6K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$14.6K position · as of 2026-06-30
0.0%
T. Rowe Price Extended Equity Market Index Fund
$74.3K position · as of 2026-06-30
0.0%
Fidelity Extended Market Index Fund
$415.7K position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · John Carrington
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$3.9M
-$6.1M
$3.2M
-57%
n/a
2022
$3.1M
-$13.2M
$3.5M
-53%
n/a
2021
$40.6M
$40.8M
$4.2M
-29%
+1%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $46.1K sold by insiders over 180 days, 25 funds added last quarter, $51.7K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
TEAMMETACRWVCRMCRWDNETDDOGAPPIOTPCTYDUOLMDB

STEM financials

Revenue growth
+8.1%
XBRL, annual
Net margin
88.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$148.0M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-49.3%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$11.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
0.06x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
n/a
average equity is zero or negative
Return on assets
-22.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-19.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$174.6M
market value at close 2026-10-26 on 2026-08-05 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
+40.3%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$156.3M$144.6M$461.5M$363.0M
Gross profit$60.0M-$11.1M$3.7M$33.1M
Operating income-$55.7M-$839.5M-$179.3M-$131.1M
Net income$137.8M-$854.0M-$140.4M-$124.1M
EPS (diluted)-9.18-105.80-18.05-0.81
Operating cash flow$6.9M-$36.6M-$207.4M-$106.0M
Cash$48.9M$56.3M$105.4M$87.9M
Long-term debt$183.6M$525.9M$523.6M$447.9M
SEC XBRL, fiscal years, as known on 2026-10-28

STEM Stock Sonar score 6/7 axes

Find similar shapesCompare

STEM ranks highest on insider conviction (38th percentile) and financial health (36th), and lowest on institutional and government (28th), among Software & IT peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
30
Inputs
  • Return on equityaverage equity is zero or negative
  • Return on assets-22.2% · 32 pct, sector of 381
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-19.6% · 28 pct, sector of 294
Financial health
36
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt0.06x · 36 pct, sector of 241
Growth
36
Inputs
  • Revenue growth, YoY+8.1% · 47 pct, sector of 480
  • Backlog growth, YoY-7.8% · 25 pct, sector of 182
Insider conviction
38
Inputs
  • Net Form 4 buying (codes P and S), 180d-$46K · 76 pct, sector of 284
  • Insider buyers, 180d0 · 0 pct, sector of 290
Institutional and government
28
Inputs
  • Funds adding, latest quarter25 · 28 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
36
Inputs
  • Short interest, % of float+12.9% · 19 pct, sector of 528
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+10.9% · 52 pct, sector of 316
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

STEM filings, in plain words

Are Stem insiders buying or selling STEM?

In the 180 days to 2026-10-28, Stem insiders were net sellers, a net $46.1K across purchases and sales reported on Form 4, by 5 sellers.

Are there planned insider sales of STEM?

Yes. 5 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $51.7K of stock; the latest, by Carlson Michael James, was filed 2026-09-29.

Read the full summary

In the 180 days to 2026-10-28, Stem insiders were net sellers of STEM, a net $46.1K across purchases and sales reported on Form 4 by 5 sellers. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 5 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $51.7K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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