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StepStone Group Inc.

STEP
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001796022

No open-market purchases or sales by StepStone Group Inc. insiders were filed in the last 90 days; 273 institutions reported holding it in 13F filings for Q2 2026, worth $3.30B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in StepStone Group Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
118
−5 vs. Q3 2022
Shares held
49.3M
+263.8K (+0.5%) vs. Q3 2022
Total value
$1.24B
+$39.4M (+3.3%) vs. Q3 2022
New holders
12
49 more added
Sold out
17
38 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting STEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 118 institutions
Q1 2021: 86 institutionsQ2 2021: 104 institutionsQ3 2021: 114 institutionsQ4 2021: 133 institutionsQ1 2022: 125 institutionsQ2 2022: 129 institutionsQ3 2022: 124 institutionsQ4 2022: 118 institutionsQ1 2023: 120 institutionsQ2 2023: 123 institutionsQ3 2023: 122 institutionsQ4 2023: 126 institutionsQ1 2024: 141 institutionsQ2 2024: 187 institutionsQ3 2024: 208 institutionsQ4 2024: 252 institutionsQ1 2025: 237 institutionsQ2 2025: 269 institutionsQ3 2025: 258 institutionsQ4 2025: 261 institutionsQ1 2026: 263 institutionsQ2 2026: 273 institutions
Value heldQ4 2022: $1.24B
Q1 2021: $1.35BQ2 2021: $1.38BQ3 2021: $1.72BQ4 2021: $1.93BQ1 2022: $1.57BQ2 2022: $1.27BQ3 2022: $1.20BQ4 2022: $1.24BQ1 2023: $1.21BQ2 2023: $1.24BQ3 2023: $1.62BQ4 2023: $1.66BQ1 2024: $1.95BQ2 2024: $2.79BQ3 2024: $3.79BQ4 2024: $3.95BQ1 2025: $3.64BQ2 2025: $3.95BQ3 2025: $4.83BQ4 2025: $5.11BQ1 2026: $3.98BQ2 2026: $3.30B
Institutions holding STEP and their total value by quarter
QuarterHoldersValue
Q2 2026273$3.30B
Q1 2026263$3.98B
Q4 2025261$5.11B
Q3 2025258$4.83B
Q2 2025269$3.95B
Q1 2025237$3.64B
Q4 2024252$3.95B
Q3 2024208$3.79B
Q2 2024187$2.79B
Q1 2024141$1.95B
Q4 2023126$1.66B
Q3 2023122$1.62B
Q2 2023123$1.24B
Q1 2023120$1.21B
Q4 2022118$1.24B
Q3 2022124$1.20B
Q2 2022129$1.27B
Q1 2022125$1.57B
Q4 2021133$1.93B
Q3 2021114$1.72B
Q2 2021104$1.38B
Q1 202186$1.35B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q3 2022.

Institutions holding STEP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd19$00.00%−3−13.6%Reduced
Huntington National Bank1$250.00%00.0%Unchanged
Cribstone Capital Management, LLC8$2010.00%+8New
Parallel Advisors, LLC16$4030.00%+7+77.8%Added
Bell Investment Advisors, Inc21$5290.00%+5+31.3%Added
US Bancorp26$6550.00%−18−40.9%Reduced
Lindbrook Capital, LLC26$6550.00%−31−54.4%Reduced
GWM Advisors LLC30$7550.00%+30New
Ronald Blue Trust, Inc.44$1.00K0.00%+24+120.0%Added
CWM, LLC91$2.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC86$2.17K0.00%+43+100.0%Added
Signaturefd, LLC142$3.58K0.00%+110+343.8%Added
Farther Finance Advisors, LLC204$5.15K0.00%+204New
EWG Elevate Inc.250$6.29K0.00%+250New
Riverview Trust Co541$14.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc743$18.7K0.00%00.0%Unchanged
Benjamin Edwards Inc766$19.0K0.00%+8+1.1%Added
Tower Research Capital LLC (TRC)882$22.0K0.00%−5,594−86.4%Reduced
Quent Capital, LLC911$22.9K0.00%00.0%Unchanged
Wells Fargo & Company1,034$26.0K0.00%−105−9.2%Reduced
Citigroup Inc1,591$40.1K0.00%−496−23.8%Reduced
Allspring Global Investments Holdings, LLC1,601$40.3K0.00%−36−2.2%Reduced
Nisa Investment Advisors, LLC2,630$66.0K0.00%00.0%Unchanged
Gyon Technologies Capital Management, LP2,660$67.0K0.03%−6,499−71.0%Reduced
Whittier Trust Co3,182$80.1K0.00%−149−4.5%Reduced
Metropolitan Life Insurance Co3,395$85.5K0.00%+139+4.3%Added
Ameritas Investment Partners, Inc.4,353$123.9K0.00%+399+10.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,894$173.6K0.00%+150+2.2%Added
Engineers Gate Manager LP8,009$201.7K0.01%+8,009New
Aquatic Capital Management LLC8,200$208.0K0.02%+8,200New
MQS Management LLC8,830$222.3K0.15%+8,830New
Amalgamated Bank9,156$231.0K0.00%+629+7.4%Added
Public Employees Retirement Association of Colorado9,506$239.0K0.00%00.0%Unchanged
Royal Bank of Canada9,648$243.0K0.00%+8,198+565.4%Added
The PNC Financial Services Group, Inc.10,021$252.3K0.00%+369+3.8%Added
Graham Capital Management, L.P.10,232$257.6K0.01%+10,232New
Virginia Retirement Systems Et Al12,200$307.2K0.00%−4,200−25.6%Reduced
Squarepoint Ops LLC12,692$319.6K0.00%+1,394+12.3%Added
First Trust Advisors LP13,742$346.0K0.00%−28,456−67.4%Reduced
Arizona State Retirement System13,860$349.0K0.00%+644+4.9%Added
FIL Ltd14,344$361.2K0.00%00.0%Unchanged
STRS Ohio15,600$392.0K0.00%00.0%Unchanged
UBS Group AG16,571$417.3K0.00%+14,528+711.1%Added
New York Life Investment Management LLC17,160$432.1K0.00%+1,937+12.7%Added
Janus Henderson Group PLC17,306$435.8K0.00%−1,646−8.7%Reduced
Kula Investments, LLC17,428$438.8K0.15%+17,428New
LPL Financial LLC17,840$449.2K0.00%−1,034−5.5%Reduced
Natixis Advisors, L.P.18,089$455.0K0.00%−1,316−6.8%Reduced
Barclays PLC18,177$457.7K0.00%+12,539+222.4%Added
State Board of Administration of Florida Retirement System18,359$462.3K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP19,125$482.0K0.01%−36,382−65.5%Reduced
Legal & General Group Plc20,347$512.3K0.00%+224+1.1%Added
Panagora Asset Management Inc20,441$514.7K0.00%−5,086−19.9%Reduced
Jane Street Group, LLC21,028$529.5K0.00%+21,028New
Voya Investment Management LLC21,205$533.9K0.00%−1,484−6.5%Reduced
Manufacturers Life Insurance Company, The21,680$545.9K0.00%−34−0.2%Reduced
SEI Investments Co23,752$598.1K0.00%−54,596−69.7%Reduced
Mirae Asset Global Investments Co., Ltd.23,922$602.4K0.00%+1,817+8.2%Added
American International Group, Inc.25,732$647.9K0.00%+434+1.7%Added
Deutsche Bank AG26,767$674.0K0.00%+2,546+10.5%Added
MetLife Investment Management28,050$706.3K0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC29,309$738.0K0.01%+16,279+124.9%Added
Principal Financial Group Inc29,343$738.9K0.00%+10,888+59.0%Added
Alps Advisors Inc29,500$742.8K0.01%−2,200−6.9%Reduced
Advisor Group Holdings, Inc.33,231$838.2K0.00%−2,957−8.2%Reduced
Park Circle Co33,900$853.6K0.83%00.0%Unchanged
Millennium Management LLC36,344$915.0K0.00%+25,141+224.4%Added
Oppenheimer Asset Management Inc.36,528$919.8K0.01%+209+0.6%Added
FJ Capital Management LLC37,007$931.8K0.11%+37,007New
New York State Common Retirement Fund38,351$965.7K0.00%−180.0%Reduced
Credit Suisse AG40,909$1.03M0.00%+2,467+6.4%Added
UBS Asset Management Americas Inc47,165$1.19M0.00%00.0%Unchanged
Dimensional Fund Advisors LP60,573$1.53M0.00%+60,573New
California State Teachers Retirement System64,458$1.62M0.00%+1,567+2.5%Added
Alberta Investment Management Corp67,191$1.69M0.01%+31,642+89.0%Added
Rhumbline Advisers67,523$1.70M0.00%+2,398+3.7%Added
Los Angeles Capital Management LLC72,345$1.82M0.01%−13,902−16.1%Reduced
TD Asset Management Inc76,188$1.92M0.00%00.0%Unchanged
Truist Financial Corp81,197$2.04M0.00%−9,293−10.3%Reduced
Citadel Advisors LLC85,205$2.15M0.00%−2,081−2.4%Reduced
Norges Bank87,741$2.21M0.00%00.0%Unchanged
Victory Capital Management Inc116,265$2.93M0.00%+4,395+3.9%Added
Swiss National Bank118,600$2.99M0.00%+3,300+2.9%Added
Envestnet Asset Management Inc133,203$3.35M0.00%−17,804−11.8%Reduced
Goldman Sachs Group Inc138,573$3.49M0.00%+29,085+26.6%Added
Invesco Ltd.139,410$3.51M0.00%+16,435+13.4%Added
Public Employees Retirement System of Ohio145,745$3.67M0.02%−8,734−5.7%Reduced
Inherent Group, LP216,771$5.46M2.33%00.0%Unchanged
Adage Capital Partners GP, L.L.C.225,591$5.68M0.01%−46,510−17.1%Reduced
State of Wisconsin Investment Board252,923$6.37M0.02%−2,948−1.2%Reduced
Price T Rowe Associates Inc275,507$6.94M0.00%+7,459+2.8%Added
Segall Bryant & Hamill, LLC278,871$7.02M0.08%+19,370+7.5%Added
Bank of America Corp289,868$7.30M0.00%−23,752−7.6%Reduced
Morgan Stanley291,297$7.33M0.00%−125,522−30.1%Reduced
Bank of New York Mellon Corp342,678$8.63M0.00%+98,532+40.4%Added
Renaissance Technologies LLC370,100$9.32M0.01%−108,900−22.7%Reduced
Nuveen Asset Management, LLC389,467$9.81M0.00%−50,817−11.5%Reduced
Charles Schwab Investment Management Inc412,597$10.4M0.00%+13,716+3.4%Added
Northern Trust Corp483,530$12.2M0.00%+6,935+1.5%Added
Loomis Sayles & Co L P553,871$13.9M0.03%+4,070+0.7%Added