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, Q1 2025
Institutional positions in StepStone Group Inc. as of Mar 31, 2025. 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
- 237
- −13 vs. Q4 2024
- Shares held
- 69.8M
- +1.89M (+2.8%) vs. Q4 2024
- Total value
- $3.64B
- −$293.8M (−7.5%) vs. Q4 2024
- New holders
- 30
- 105 more added
- Sold out
- 43
- 74 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 171 | $8.93K | 0.00% | +17+11.0% | Added |
| Rise Advisors, LLC | 171 | $8.93K | 0.00% | +171 | New |
| Clearstead Advisors, LLC | 168 | $8.78K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $7.83K | 0.00% | −311−67.5% | Reduced |
| Massmutual Trust Co FSB | 140 | $7.31K | 0.00% | +122+677.8% | Added |
| Allworth Financial LP | 144 | $7.24K | 0.00% | +87+152.6% | Added |
| Quest Partners LLC | 137 | $7.16K | 0.00% | +1+0.7% | Added |
| Bessemer Group Inc | 142 | $7.00K | 0.00% | +6+4.4% | Added |
| Rothschild Investment LLC | 125 | $6.53K | 0.00% | +55+78.6% | Added |
| Quarry LP | 111 | $5.80K | 0.00% | +70+170.7% | Added |
| Sterling Capital Management LLC | 69 | $3.60K | 0.00% | +2+3.0% | Added |
| High Note Wealth, LLC | 54 | $2.82K | 0.00% | −3−5.3% | Reduced |
| Wolff Wiese Magana LLC | 48 | $2.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.19K | 0.00% | +36+600.0% | Added |
| Farmers & Merchants Investments Inc | 37 | $1.93K | 0.00% | +37 | New |
| Larson Financial Group LLC | 37 | $1.93K | 0.00% | +37 | New |
| Whittier Trust Co | 36 | $1.88K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 33 | $1.72K | 0.00% | +33 | New |
| North Capital, Inc. | 28 | $1.46K | 0.00% | +28 | New |
| Bare Financial Services, Inc | 27 | $1.41K | 0.00% | +27 | New |
| Stephens Consulting, LLC | 25 | $1.31K | 0.00% | +25 | New |
| True Wealth Design, LLC | 25 | $1.31K | 0.00% | +25 | New |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Fortitude Family Office, LLC | 19 | $992 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 18 | $940 | 0.00% | −9−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $784 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $523 | 0.00% | +5+100.0% | Added |
| CVA Family Office, LLC | 9 | $470 | 0.00% | +9 | New |
| Huntington National Bank | 8 | $418 | 0.00% | +7+700.0% | Added |
| CoreCap Advisors, LLC | 6 | $313 | 0.00% | −2−25.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $262 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −1,489−99.8% | Reduced |
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −214,478−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −86,171−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −70,066−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −46,415−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −32,181−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,818−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,342−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −20,362−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −15,920−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −15,828−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,630−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,354−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,444−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,380−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,654−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,922−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −7,614−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −7,433−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,802−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,385−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,482−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |