STEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +30.0% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +3 | 1.62M | $12.63M | +6 | −4 |
| Q1 2026 | 35 | -7 | 1.50M | $13.27M | +2 | −9 |
| Q4 2025 | 42 | 0 | 1.44M | $21.68M | +1 | −1 |
| Q3 2025 | 14 | +1 | 1.20M | $21.01M | +2 | −1 |
| Q2 2025 | 10 | +1 | 871.09K | $5.43M | +1 | — |
| Q1 2025 | 6 | -1 | 8.80M | $3.08M | — | −1 |
| Q4 2024 | 7 | 0 | 7.29M | $4.39M | — | — |
| Q3 2024 | 6 | -1 | 4.73M | $1.65M | +2 | −3 |
| Q2 2024 | 7 | — | 5.92M | $6.58M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 395.22K | +2.2% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Marshall Wace ✦ | 243.76K | +710.6% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 139.38K | -21.6% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Two Sigma Investments ✦ | 94.05K | +461.9% | $1.65M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 86.42K | +1.3% | $1.51M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Point72 Asset Management ✦ | 52.39K | New | $917,892 | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 44.34K | New | $776,837 | 0.0% | New | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 41.77K | -47.5% | $731,793 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 38.28K | +15.7% | $670,648 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 25.91K | — | $453,908 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 23.42K | — | $410,353 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | T. Rowe Price ✦ | 12.34K | 0.0% | $217,000 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 943 | +1.3% | $16,522 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 624 | — | $10,932 | 0.0% | n/c | 1 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $917,892 | 0.0% |
| Citadel Advisors | $776,837 | 0.0% |
Exited
| AQR Capital Management | $301,818 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 1.96M shares, $15.74M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 146 sh · $682
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology