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Which hedge funds own STEM? STEM INC, Q2 2026 13F holders

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9 of the hedge funds tracked by WhaleCreep disclosed a position in STEM (STEM INC) in their Q2 2026 13F filings, worth $6.3m in total. The largest holder by portfolio weight is Keyframe Capital Partners, L.P. at 100.0% of its book. 3 managers opened a new position this quarter: Engineers Gate Manager LP, Balyasny Asset Management L.P., Citadel Advisors LLC. 1 exited: Centiva Capital, LP.

9tracked managers holding
3opened this quarter
1exited this quarter

Who discovered STEM first?

Earliest meaningful positions among the 11 tracked managers we observed opening STEM since Q2 2021.

1 Hite Hedge Asset Management LLC First reported Q2 2021 2.8%initial weight · $20.0m Exitedby Q2 2024 · held 12q -91%stock since Q2 2021

Weight of Hite Hedge Asset Management LLC's 13F book in STEM, by quarter

0%2.5%5%Q2 2021 · 2.8% of book · $20.0mQ3 2021 · 1.8% of book · $14.0mQ4 2021 · 1.5% of book · $13.3mQ1 2022 · 1.2% of book · $12.6mQ2 2022 · 1.5% of book · $15.8mQ3 2022 · 1.3% of book · $15.6mQ4 2022 · 1.1% of book · $13.3mQ1 2023 · 0.4% of book · $5.2mQ2 2023 · 0.6% of book · $5.4mQ3 2023 · 0.3% of book · $3.1mQ4 2023 · 0.1% of book · $1.3mQ1 2024 · 0.7% of book · $6.7m202220232024
  • 2.8% peak weight, Q2 2021
  • $20.0m peak reported value
  • 12 quarters held
  • 3q before the median tracked entry

The stock's split-adjusted price moved -91% between Q2 2021 and Q1 2024, the last quarter this manager reported the position.

2 Senator Investment Group LP First reported Q2 2021 1.5%initial weight · $79.2m Exitedby Q1 2022 · held 3q -47%stock since Q2 2021

Weight of Senator Investment Group LP's 13F book in STEM, by quarter

0%1%2%Q2 2021 · 1.5% of book · $79.2mQ3 2021 · 0.6% of book · $34.0mQ4 2021 · 0.5% of book · $27.5m2022
  • 1.5% peak weight, Q2 2021
  • $79.2m peak reported value
  • 3 quarters held
  • 3q before the median tracked entry

The stock's split-adjusted price moved -47% between Q2 2021 and Q4 2021, the last quarter this manager reported the position.

7 managers already held STEM when our coverage of them began

Keyframe Capital Partners, L.P. (Q1 2026), Gsa Capital Partners LLP (Q1 2026), Zweig-DiMenna Associates LLC (Q1 2026), Trexquant Investment LP (Q1 2026), Marshall Wace, LLP (Q1 2026), Two Sigma Investments, LP (Q1 2026), Centiva Capital, LP (Q1 2026).

Their first filing on record already includes STEM, so when they first bought it is unknown. They are not ranked above.

View discovery timeline
  1. Established ownershipQ2 2021 – now11 new tracked holders · 0.8% of tracked managers holding now
Established ownershiptracked universe expands →Split-adjusted price$10% of tracked managers holding0%10%New holders per 100 tracked managers05Q2 2021 · 3 of 67 tracked managers hold (4.5%) · 3 newQ3 2021 · 3 of 68 tracked managers hold (4.4%) · 0 newQ4 2021 · 4 of 71 tracked managers hold (5.6%) · 1 newQ1 2022 · 4 of 71 tracked managers hold (5.6%) · 2 newQ2 2022 · 3 of 71 tracked managers hold (4.2%) · 0 newQ3 2022 · 3 of 71 tracked managers hold (4.2%) · 1 newQ4 2022 · 2 of 70 tracked managers hold (2.9%) · 0 newQ1 2023 · 3 of 70 tracked managers hold (4.3%) · 0 newQ2 2023 · 2 of 70 tracked managers hold (2.9%) · 0 newQ3 2023 · 3 of 70 tracked managers hold (4.3%) · 0 newQ4 2023 · 4 of 70 tracked managers hold (5.7%) · 1 newQ1 2024 · 4 of 70 tracked managers hold (5.7%) · 0 newQ2 2024 · 2 of 70 tracked managers hold (2.9%) · 0 newQ3 2024 · 1 of 70 tracked managers hold (1.4%) · 0 newQ4 2024 · 1 of 69 tracked managers hold (1.4%) · 0 newQ1 2025 · 1 of 68 tracked managers hold (1.5%) · 0 newQ2 2025 · 0 of 68 tracked managers hold (0.0%) · 0 newQ3 2025 · 0 of 68 tracked managers hold (0.0%) · 0 newQ4 2025 · 0 of 68 tracked managers hold (0.0%) · 0 newQ1 2026 · price $8.84 · 7 of 1200 tracked managers hold (0.6%) · 0 newQ2 2026 · price $7.81 · 9 of 1185 tracked managers hold (0.8%) · 3 new20222023202420252026

Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q1 2026 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.

How this is calculated

13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.

A manager is ranked only if we observed it filing, without STEM, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.

Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding STEM passed one third and two thirds of its peak.

Which hedge funds hold STEM? Current holders by portfolio weight

ManagerAs ofWeight of bookValueSharesΔ sharesAction
Keyframe Capital Partners, L.P.Q2 2026 100.0%$202.5k25,924 0% held
Gsa Capital Partners LLPQ2 2026 0.1%$799.0k102,321 -6% reduced
Zweig-DiMenna Associates LLCQ2 2026 0.0%$64.8k8,302 0% held
Trexquant Investment LPQ2 2026 0.0%$864.1k110,640 21% added
Marshall Wace, LLPQ2 2026 0.0%$3.2m405,608 39% added
Engineers Gate Manager LPQ2 2026 0.0%$99.2k12,700 new
Two Sigma Investments, LPQ2 2026 0.0%$806.3k103,234 -41% reduced
Balyasny Asset Management L.P.Q2 2026 0.0%$75.9k9,717 new
Citadel Advisors LLCQ2 2026 0.0%$185.3k23,727 new

Exited since the previous quarter

ManagerPrior weightPrior value
Centiva Capital, LP0.0%$132.3k

Held in a manager's last filing on record

These managers have not filed for the latest quarter; their last disclosure is dated.

ManagerLast filingWeight
renaissanceQ2 20260.0%

How has hedge fund ownership of STEM changed?

QuarterManagers holdingCombined value
Q2 202610$6.8m
Q1 20268$6.8m
Q4 20252$335.6k
Q3 20251$917.9k
Q1 20251$32.1k
Q4 20241$55.2k
Q3 20241$31.9k
Q2 20242$629.4k
Q1 20244$26.0m
Q4 20235$32.1m
Q3 20234$29.3m
Q2 20233$22.8m
Q1 20235$20.2m
Q4 20223$40.4m
Q3 20224$61.1m
Q2 20225$40.7m

Counts every tracked manager that disclosed STEM in that quarter's filing, including managers that have since stopped filing.