STEM
STEM, INC.
+0.25 (+5.59%)4.72USD25.4K成交股數45.4M市值–本益比(近四季)0.3股價營收比-12.3%營收年增(近四季)2026-10-28下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 5 · 45K · 5 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 45K |
| 近 180 天 淨額 | −45K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-07 | 08-11 | Shivram Krishna | Director | M 選擇權執行 | 7.5K | – | – | 10.6K | SEC |
| 2026-08-07 | 08-11 | Birns Ira M | Director | M 選擇權執行 | 7.5K | – | – | 14.2K | SEC |
| 2026-08-07 | 08-11 | TYSON LAURA D | Director | A 獲配股票 | 7.5K | – | – | 15.5K | SEC |
| 2026-08-07 | 08-11 | BUZBY DAVID S | Director | M 選擇權執行 | 7.5K | – | – | 7.5K | SEC |
| 2026-08-07 | 08-11 | Daley Adam | Director | M 選擇權執行 | 7.5K | – | – | 19.5K | SEC |
| 2026-08-07 | 08-11 | Guruswamy Vasudevan | Director | M 選擇權執行 | 7.5K | – | – | 10.6K | SEC |
| 2026-08-07 | 08-11 | Tammineedi Anil | Director | M 選擇權執行 | 7.5K | – | – | 15.5K | SEC |
| 2026-07-20 | 07-21 | Musfeldt Brian | Chief Financial Officer | S 公開市場賣出 | 996 | 6.11 | 6K | 2.4K | SEC |
| 2026-07-17 | 07-21 | Musfeldt Brian | Chief Financial Officer | M 選擇權執行 | 3.4K | 6.26 | 21K | 3.4K | SEC |
| 2026-07-02 | 07-02 | Carlson Michael James | President, Managed Services | S 公開市場賣出 | 1.3K | 7.85 | 11K | 25.9K | SEC |
| 2026-07-02 | 07-02 | Tappin Matthew | President, Software Products | S 公開市場賣出 | 996 | 7.85 | 8K | 9.6K | SEC |
| 2026-07-02 | 07-02 | Laureles Saul R. | Chief Legal Officer | S 公開市場賣出 | 675 | 7.85 | 5K | 34.5K | SEC |
| 2026-07-02 | 07-02 | Narayanan Arun | Chief Executive Officer | S 公開市場賣出 | 2.0K | 7.85 | 16K | 19.1K | SEC |
| 2026-06-30 | 07-02 | Carlson Michael James | President, Managed Services | M 選擇權執行 | 2.8K | 7.81 | 21K | 27.2K | SEC |
| 2026-06-30 | 07-02 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 2.8K | 7.81 | 21K | 35.2K | SEC |
| 2026-06-30 | 07-02 | Carlson Michael James | President, Managed Services | M 選擇權執行 | 5.0K | 7.81 | 39K | 24.5K | SEC |
| 2026-06-30 | 07-02 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 5.0K | 7.81 | 39K | 32.5K | SEC |
| 2026-06-30 | 07-02 | Tappin Matthew | President, Software Products | M 選擇權執行 | 5.0K | 7.81 | 39K | 7.8K | SEC |
| 2026-06-30 | 07-02 | Tappin Matthew | President, Software Products | M 選擇權執行 | 2.8K | 7.81 | 21K | 10.6K | SEC |
| 2026-06-30 | 07-02 | Narayanan Arun | Chief Executive Officer | M 選擇權執行 | 8.1K | 7.81 | 63K | 21.1K | SEC |
| 2026-03-11 | 03-13 | Tappin Matthew | President, Software Products | S 公開市場賣出(10b5-1) | 402 | 10.83 | 4K | 2.8K | SEC |
| 2026-03-10 | 03-10 | Tappin Matthew | President, Software Products | S 公開市場賣出 | 655 | 11.12 | 7K | 3.2K | SEC |
| 2026-03-10 | 03-10 | Carlson Michael James | President, Managed Services | S 公開市場賣出 | 2.1K | 11.12 | 23K | 19.5K | SEC |
| 2026-03-10 | 03-10 | Narayanan Arun | Chief Executive Officer | S 公開市場賣出 | 5.1K | 11.12 | 57K | 13.0K | SEC |
| 2026-03-10 | 03-10 | Laureles Saul R. | Chief Legal Officer | S 公開市場賣出 | 942 | 11.12 | 10K | 27.4K | SEC |
| 2026-03-07 | 03-10 | Narayanan Arun | Chief Executive Officer | M 選擇權執行 | 12.5K | – | – | 12.5K | SEC |
| 2026-03-07 | 03-10 | Carlson Michael James | President, Managed Services | M 選擇權執行 | 3.5K | – | – | 21.5K | SEC |
| 2026-03-07 | 03-10 | Narayanan Arun | Chief Executive Officer | M 選擇權執行 | 5.6K | – | – | 18.1K | SEC |
| 2026-03-07 | 03-10 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 2.9K | – | – | 28.4K | SEC |
| 2026-03-07 | 03-10 | Tappin Matthew | President, Software Products | M 選擇權執行 | 1.5K | – | – | 3.9K | SEC |
| 2026-03-04 | 03-04 | Tappin Matthew | President, Software Products | S 公開市場賣出 | 185 | 10.00 | 2K | 2.4K | SEC |
| 2026-03-03 | 03-04 | Laureles Saul R. | Chief Legal Officer | S 公開市場賣出 | 292 | 9.67 | 3K | 25.5K | SEC |
| 2026-03-03 | 03-04 | Tappin Matthew | President, Software Products | S 公開市場賣出 | 300 | 9.67 | 3K | 2.6K | SEC |
| 2026-03-01 | 03-02 | Tappin Matthew | President, Software Products | M 選擇權執行 | 670 | – | – | 2.9K | SEC |
| 2026-03-01 | 03-02 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 904 | – | – | 25.8K | SEC |
| 2026-02-20 | 02-23 | Tappin Matthew | President, Software Products | S 公開市場賣出 | 366 | 11.40 | 4K | 2.2K | SEC |
| 2026-02-19 | 02-19 | Carlson Michael James | President, Managed Services | F 繳稅扣股 | 730 | 11.30 | 8K | 18.0K | SEC |
| 2026-02-19 | 02-19 | Laureles Saul R. | Chief Legal Officer | F 繳稅扣股 | 536 | 11.30 | 6K | 24.9K | SEC |
| 2026-02-19 | 02-19 | Tappin Matthew | President, Software Products | F 繳稅扣股 | 522 | 11.30 | 6K | 2.6K | SEC |
| 2026-02-15 | 02-18 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 1.8K | – | – | 25.4K | SEC |
| 2026-02-15 | 02-18 | Carlson Michael James | President, Managed Services | M 選擇權執行 | 1.3K | – | – | 18.7K | SEC |
| 2026-02-15 | 02-18 | Tappin Matthew | President, Software Products | M 選擇權執行 | 1.3K | – | – | 3.1K | SEC |
| 2025-11-18 | 11-19 | Shukla Rahul | Chief Accounting Officer | S 公開市場賣出 | 3.7K | 16.21 | 60K | 0 | SEC |
| 2025-11-11 | 11-24 | Tappin Matthew | President, Software Products | S 公開市場賣出 | 9.6K | 17.70 | 170K | 1.9K | SEC |
| 2025-11-10 | 11-12 | Tappin Matthew | President, Software Products | F 繳稅扣股 | 5.4K | 18.27 | 99K | 11.5K | SEC |
| 2025-11-10 | 11-12 | Carlson Michael James | President, Managed Services | F 繳稅扣股 | 6.7K | 18.27 | 123K | 17.4K | SEC |
| 2025-11-10 | 11-12 | Shukla Rahul | Chief Accounting Officer | F 繳稅扣股 | 2.1K | 18.27 | 38K | 3.7K | SEC |
| 2025-11-10 | 11-12 | Laureles Saul R. | Chief Legal Officer | F 繳稅扣股 | 3.4K | 18.27 | 62K | 23.6K | SEC |
| 2025-11-07 | 11-12 | Tappin Matthew | President, Software Products | M 選擇權執行 | 15.0K | – | – | 16.9K | SEC |
| 2025-11-07 | 11-12 | Carlson Michael James | President, Managed Services | M 選擇權執行 | 13.8K | – | – | 24.1K | SEC |
| 2025-11-07 | 11-12 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 13.8K | – | – | 27.0K | SEC |
| 2025-11-07 | 11-12 | Shukla Rahul | Chief Accounting Officer | M 選擇權執行 | 5.8K | – | – | 5.8K | SEC |
| 2025-07-03 | 07-08 | BUZBY DAVID S | Director | G 贈與 | 5.5K | – | – | 478 | SEC |
| 2025-07-03 | 07-08 | BUZBY DAVID S | Director | G 贈與 | 5.5K | – | – | 37.6K | SEC |
| 2025-06-16 | 06-18 | Tappin Matthew | President, Software Division | S 公開市場賣出(10b5-1) | 20.8K | 0.45 | 9K | 37.5K | SEC |
| 2025-05-30 | 06-18 | Tappin Matthew | President, Software Division | S 公開市場賣出(10b5-1) | 1.2K | 0.45 | 523.80 | 58.3K | SEC |
| 2025-05-29 | 06-18 | Tappin Matthew | President, Software Division | M 選擇權執行 | 2.8K | – | – | 59.4K | SEC |
| 2025-05-29 | 06-02 | Tammineedi Anil | Director | M 選擇權執行 | 110K | – | – | 160K | SEC |
| 2025-05-29 | 06-02 | BUZBY DAVID S | Director | M 選擇權執行 | 110K | – | – | 230K | SEC |
| 2025-05-29 | 06-02 | Guruswamy Vasudevan | Director | M 選擇權執行 | 62.2K | – | – | 62.2K | SEC |
| 2025-05-29 | 06-02 | Birns Ira M | Director | M 選擇權執行 | 110K | – | – | 134K | SEC |
| 2025-05-29 | 06-02 | Shivram Krishna | Director | M 選擇權執行 | 62.2K | – | – | 62.2K | SEC |
| 2025-05-29 | 06-02 | Daley Adam | Director | M 選擇權執行 | 110K | – | – | 241K | SEC |
| 2025-05-29 | 06-02 | TYSON LAURA D | Director | M 選擇權執行 | 110K | – | – | 160K | SEC |
| 2025-05-02 | 05-06 | Shukla Rahul | Chief Accounting Officer | S 公開市場賣出 | 24.6K | 0.54 | 13K | 0 | SEC |
| 2025-05-02 | 05-05 | Laureles Saul R. | Chief Legal Officer | S 公開市場賣出 | 809 | 0.53 | 428.77 | 265K | SEC |
| 2025-05-01 | 05-05 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 3.5K | – | – | 266K | SEC |
| 2025-03-12 | 05-06 | Shukla Rahul | Chief Accounting Officer | S 公開市場賣出 | 7.5K | 0.40 | 3K | 24.6K | SEC |
| 2025-03-12 | 03-17 | Carlson Michael James | Chief Operating Officer | S 公開市場賣出 | 27.7K | 0.40 | 11K | 204K | SEC |
| 2025-03-12 | 03-17 | Tappin Matthew | President, Software Division | S 公開市場賣出 | 13.1K | 0.40 | 5K | 56.7K | SEC |
| 2025-03-11 | 05-06 | Shukla Rahul | Chief Accounting Officer | M 選擇權執行 | 16.7K | – | – | 32.0K | SEC |
| 2025-03-11 | 03-17 | Tappin Matthew | President, Software Division | M 選擇權執行 | 29.2K | – | – | 69.7K | SEC |
| 2025-03-11 | 03-17 | Carlson Michael James | Chief Operating Officer | M 選擇權執行 | 70.8K | – | – | 232K | SEC |
| 2025-03-11 | 03-17 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 58.3K | – | – | 262K | SEC |
| 2025-03-07 | 03-17 | Tappin Matthew | President, Software Division | S 公開市場賣出 | 5.6K | 0.42 | 2K | 40.6K | SEC |
| 2025-03-06 | 03-17 | Tappin Matthew | President, Software Division | M 選擇權執行 | 13.4K | – | – | 46.2K | SEC |
| 2025-03-06 | 03-17 | Laureles Saul R. | Chief Legal Officer | M 選擇權執行 | 18.1K | – | – | 204K | SEC |
| 2025-02-25 | 05-06 | Shukla Rahul | Chief Accounting Officer | S 公開市場賣出 | 9.0K | 0.51 | 5K | 15.4K | SEC |
| 2025-02-24 | 05-06 | Shukla Rahul | Chief Accounting Officer | M 選擇權執行 | 20.0K | – | – | 24.4K | SEC |
| 2025-02-20 | 02-21 | Tappin Matthew | President, Software Division | S 公開市場賣出 | 8.1K | 0.63 | 5K | 32.8K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| MARSHALL WACE, LLP | 406K | 3.2M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 361K | 2.8M | 新進 | 新進 |
| BlackRock, Inc. | 164K | 1.3M | 新進 | 新進 |
| Trexquant Investment LP | 111K | 864K | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 103K | 806K | 新進 | 新進 |
| BNP PARIBAS FINANCIAL MARKETS | 93.1K | 727K | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 93.0K | 727K | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 66.5K | 519K | 新進 | 新進 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 59.6K | 465K | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 56.9K | 444K | 新進 | 新進 |
| Longaeva Partners L.P. | 48.2K | 376K | 新進 | 新進 |
| STATE STREET CORP | 38.3K | 299K | 新進 | 新進 |
| MORGAN STANLEY | 37.7K | 294K | 新進 | 新進 |
| ROYAL BANK OF CANADA | 29.6K | 231K | 新進 | 新進 |
| XTX Topco Ltd | 29.5K | 230K | 新進 | 新進 |
| CITIGROUP INC | 28.5K | 223K | 新進 | 新進 |
| HSBC HOLDINGS PLC | 28.4K | 221K | 新進 | 新進 |
| Keyframe Capital Partners, L.P. | 25.9K | 202K | 新進 | 新進 |
| UBS Group AG | 25.1K | 196K | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 23.7K | 185K | 新進 | 新進 |
| NOMURA HOLDINGS INC | 23.7K | 185K | 新進 | 新進 |
| NORTHERN TRUST CORP | 21.2K | 166K | 新進 | 新進 |
| HighTower Advisors, LLC | 16.1K | 126K | 新進 | 新進 |
| Engineers Gate Manager LP | 12.7K | 99K | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 11.4K | 89K | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 73 -2 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 73 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 2.2M · 22.9% |
| 合計季末市值 | 15.4M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 1.1M |
|---|---|
| 與上期比 | -4.8% |
| 佔流通股數 | 11.18% |
| 日均成交量 | 92.5K |
| 回補天數 | 11.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 1.1M | -4.8% | 11.18% | 92.5K | 11.6 |
| 2026-08-14 | 1.1M | +0.5% | 11.74% | 162K | 7.0 |
| 2026-07-31 | 1.1M | +1.1% | 11.68% | 118K | 9.5 |
| 2026-07-15 | 1.1M | +6.7% | 11.55% | 108K | 10.3 |
| 2026-06-30 | 1.0M | -2.4% | 10.83% | 96.6K | 10.8 |
| 2026-06-15 | 1.1M | +11.6% | 11.09% | 179K | 6.0 |
| 2026-05-29 | 957K | -11.5% | 9.94% | 177K | 5.4 |
| 2026-05-15 | 1.1M | +2.1% | 11.23% | 215K | 5.0 |
| 2026-04-30 | 1.1M | +0.7% | 11.00% | 118K | 9.0 |
| 2026-04-15 | 1.1M | +1.0% | 10.92% | 96.5K | 10.9 |
| 2026-03-31 | 1.0M | -2.7% | 10.81% | 131K | 7.9 |
| 2026-03-13 | 1.1M | +6.2% | 11.11% | 289K | 3.7 |
| 2026-02-27 | 1.0M | -1.0% | 10.46% | 118K | 8.6 |
| 2026-02-13 | 1.0M | -1.3% | 10.57% | 244K | 4.2 |
| 2026-01-30 | 1.0M | +5.2% | 10.71% | 238K | 4.3 |
| 2026-01-15 | 980K | -6.1% | 10.18% | 295K | 3.3 |
| 2025-12-31 | 1.0M | -2.3% | 10.84% | 165K | 6.3 |
| 2025-12-15 | 1.1M | -9.2% | 11.09% | 218K | 4.9 |
| 2025-11-28 | 1.2M | +3.5% | 12.21% | 177K | 6.6 |
| 2025-11-14 | 1.1M | +0.5% | 11.80% | 275K | 4.1 |
| 2025-10-31 | 1.1M | +11.9% | 11.74% | 430K | 2.6 |
| 2025-10-15 | 1.0M | +2.1% | 10.49% | 508K | 2.0 |
| 2025-09-30 | 989K | -11.0% | 10.27% | 459K | 2.2 |
| 2025-09-15 | 1.1M | -6.4% | 11.54% | 159K | 7.0 |
| 2025-08-29 | 1.2M | -19.9% | 12.32% | 252K | 4.7 |
| 2025-08-15 | 1.5M | +1.9% | 15.39% | 371K | 4.0 |