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STEM · Stem, Inc.
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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STEM

STEM, INC.
SOFTWARE & IT · SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN · CIK 0001758766
FORM 144 · 12☆ WATCH
INSIDER NET · 180D
-$147.9K
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
26
13F, latest reported quarter
REVENUE GROWTH
+8.1%
XBRL, annual
NET MARGIN
88.2%
CONVERSIONS · 180D
14
codes C/M, not in net · $266.2K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$147.9K over 180 days
-$45.4K over 90 days
more than 66% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
26 funds added or opened last quarter
below 73% of Software & IT
REVENUE
+8.1% year over year
below 51% of Software & IT
MARGIN
88.2% net margin
more than 98% of Software & IT
BUYBACKS
no share repurchases reported
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$147.9K across 5 people in 180 days.
26 funds added or opened positions in the latest 13F quarter, of 74 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -63.2%
-63.2%12M
-67%-11%+45%+101%2025-092025-102025-122026-032026-052026-072026-09 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 $1.9K2026-08-10 · 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
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $147.9K sold by insiders over 180 days, 26 funds added last quarter, $125.0K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, STEM, INC. insiders sold a net $147.9K of stock across 198 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Musfeldt Brian
Chief Financial Officer
SELL
2026-07-20
996.0
$6.1K
Carlson Michael James
President, Managed Services
SELL
2026-07-02
1,347.0
$10.6K
Laureles Saul R.
Chief Legal Officer
SELL
2026-07-02
675.0
$5.3K
Narayanan Arun
Chief Executive Officer
SELL
2026-07-02
1,996.0
$15.7K
Tappin Matthew
President, Software Products
SELL
2026-07-02
996.0
$7.8K
198 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 193 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
MARSHALL WACE, LLP
405,608.0 sh
$3.2M
VANGUARD CAPITAL MANAGEMENT LLC
361,249.0 sh
$2.8M
BlackRock, Inc.
164,477.0 sh
$1.3M
Trexquant Investment LP
110,640.0 sh
$864.1K
TWO SIGMA INVESTMENTS, LP
103,234.0 sh
$806.3K
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
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
Carlson Michael James
FILED 2026-07-29
$13.0K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Ultra-Small Company Fund
$477.4K POSITION · AS OF 2026-03-31
0.6%
Ultra-Small Company Market Fund
$137.9K POSITION · AS OF 2026-03-31
0.1%
T. Rowe Price Extended Equity Market Index Fund
$57.5K POSITION · AS OF 2026-03-31
0.0%
Victory Extended Market Index Fund
$9.8K POSITION · AS OF 2026-04-30
0.0%
Fidelity Extended Market Index Fund
$465.6K POSITION · AS OF 2026-02-28
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$785.6K POSITION · AS OF 2026-03-31
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · John Carrington
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2021
$40.6M
$40.8M
$4.2M
-29%
+1%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
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
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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