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 2023
Institutional positions in StepStone Group Inc. as of Dec 31, 2023. 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
- 126
- +5 vs. Q3 2023
- Shares held
- 52.2M
- +740.6K (+1.4%) vs. Q3 2023
- Total value
- $1.66B
- +$36.5M (+2.2%) vs. Q3 2023
- New holders
- 15
- 45 more added
- Sold out
- 10
- 49 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 273 | $3.30B |
| Q1 2026 | 263 | $3.98B |
| Q4 2025 | 261 | $5.11B |
| Q3 2025 | 258 | $4.83B |
| Q2 2025 | 269 | $3.95B |
| Q1 2025 | 237 | $3.64B |
| Q4 2024 | 252 | $3.95B |
| Q3 2024 | 208 | $3.79B |
| Q2 2024 | 187 | $2.79B |
| Q1 2024 | 141 | $1.95B |
| Q4 2023 | 126 | $1.66B |
| Q3 2023 | 122 | $1.62B |
| Q2 2023 | 123 | $1.24B |
| Q1 2023 | 120 | $1.21B |
| Q4 2022 | 118 | $1.24B |
| Q3 2022 | 124 | $1.20B |
| Q2 2022 | 129 | $1.27B |
| Q1 2022 | 125 | $1.57B |
| Q4 2021 | 133 | $1.93B |
| Q3 2021 | 114 | $1.72B |
| Q2 2021 | 104 | $1.38B |
| Q1 2021 | 86 | $1.35B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 1,502 | $47.8K | 0.01% | +1,502 | New |
| Quantbot Technologies LP | 1,492 | $47.5K | 0.00% | +1,492 | New |
| Amundi | 918 | $29.2K | 0.00% | +441+92.5% | Added |
| Quent Capital, LLC | 911 | $29.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 743 | $23.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 597 | $19.0K | 0.00% | −300−33.4% | Reduced |
| EverSource Wealth Advisors, LLC | 512 | $16.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 506 | $16.1K | 0.00% | +81+19.1% | Added |
| SYSTM Wealth Solutions LLC | 470 | $15.0K | 0.00% | +470 | New |
| Quadrant Capital Group LLC | 279 | $8.88K | 0.00% | −119−29.9% | Reduced |
| CWM, LLC | 255 | $8.00K | 0.00% | +18+7.6% | Added |
| Whittier Trust Co | 163 | $5.18K | 0.00% | −81−33.2% | Reduced |
| Lindbrook Capital, LLC | 143 | $4.55K | 0.00% | −1−0.7% | Reduced |
| Signaturefd, LLC | 129 | $4.11K | 0.00% | −134−51.0% | Reduced |
| Ronald Blue Trust, Inc. | 95 | $3.00K | 0.00% | +95 | New |
| The PNC Financial Services Group, Inc. | 81 | $2.59K | 0.00% | −9,160−99.1% | Reduced |
| Parallel Advisors, LLC | 80 | $2.55K | 0.00% | −170−68.0% | Reduced |
| US Bancorp | 78 | $2.48K | 0.00% | +78 | New |
| Allworth Financial LP | 72 | $2.29K | 0.00% | −18−20.0% | Reduced |
| Global Retirement Partners, LLC | 63 | $2.01K | 0.00% | +35+125.0% | Added |
| Fortitude Family Office, LLC | 19 | $605 | 0.00% | +19 | New |
| Russell Investments Group, Ltd. | 15 | $484 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $223 | 0.00% | −3−30.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $96 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −913,069−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −115,777−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −50,017−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −36,539−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,596−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |