Skip to main content

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 2025

Institutional positions in StepStone Group Inc. as of Dec 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
261
+7 vs. Q3 2025
Shares held
79.6M
+5.66M (+7.6%) vs. Q3 2025
Total value
$5.11B
+$279.6M (+5.8%) vs. Q3 2025
New holders
37
108 more added
Sold out
30
75 more reduced

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 261 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 2025: $5.11B
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 2025

Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q3 2025.

Institutions holding STEP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Engle Capital Management, L.P.130,000$8.34M3.22%+3,000+2.4%Added
Prana Capital Management, LP130,221$8.36M0.30%+19,120+17.2%Added
Swiss National Bank139,500$8.95M0.01%+2,400+1.8%Added
Woodline Partners LP150,870$9.68M0.04%+150,870New
Hudson Bay Capital Management LP159,794$10.3M0.06%+2,939+1.9%Added
Lazard Asset Management LLC169,861$10.9M0.02%−56,751−25.0%Reduced
Legal & General Group Plc178,518$11.5M0.00%−10,270−5.4%Reduced
Rhumbline Advisers183,102$11.7M0.01%−13,927−7.1%Reduced
Schonfeld Strategic Advisors LLC184,261$11.8M0.06%+139,235+309.2%Added
State of Wisconsin Investment Board189,537$12.2M0.03%+7,660+4.2%Added
Adage Capital Partners GP, L.L.C.203,695$13.1M0.02%+203,695New
Goldman Sachs Group Inc204,459$13.1M0.00%−98,427−32.5%Reduced
Victory Capital Management Inc215,928$13.9M0.01%+12,055+5.9%Added
Toroso Investments, LLC231,560$14.9M0.06%+46,395+25.1%Added
Public Sector Pension Investment Board251,962$16.2M0.05%−29,913−10.6%Reduced
Rockefeller Capital Management L.P.258,448$16.6M0.03%+51,125+24.7%Added
Segall Bryant & Hamill, LLC269,571$17.3M0.23%+12,181+4.7%Added
Bank of America Corp269,970$17.3M0.00%−18,093−6.3%Reduced
Wells Fargo & Company272,895$17.5M0.00%+38,016+16.2%Added
Granahan Investment Management Inc288,709$18.5M0.79%−92,746−24.3%Reduced
Nuveen, LLC298,880$19.2M0.01%+265+0.1%Added
Principal Financial Group Inc347,925$22.3M0.01%−139,536−28.6%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC352,370$22.6M0.06%−246,028−41.1%Reduced
TimesSquare Capital Management, LLC353,697$22.7M0.34%+353,697New
UBS Group AG363,347$23.3M0.00%−241,171−39.9%Reduced
Voloridge Investment Management, LLC370,239$23.8M0.08%+74,745+25.3%Added
Loomis Sayles & Co L P381,770$24.5M0.03%−56,539−12.9%Reduced
Neuberger Berman Group LLC404,667$26.0M0.02%+13,382+3.4%Added
Massachusetts Financial Services Co461,037$29.6M0.01%−506,763−52.4%Reduced
Bank of New York Mellon Corp505,667$32.4M0.01%−33,327−6.2%Reduced
Voya Investment Management LLC523,663$33.6M0.03%−328−0.1%Reduced
Holocene Advisors, LP549,229$35.2M0.07%+529,327+2,659.7%Added
Balyasny Asset Management LLC617,247$39.6M0.07%+233,759+61.0%Added
William Blair Investment Management, LLC670,192$43.0M0.12%+46,273+7.4%Added
Charles Schwab Investment Management Inc674,906$43.3M0.01%+14,019+2.1%Added
Northern Trust Corp679,805$43.6M0.01%−35,683−5.0%Reduced
Bamco Inc730,557$46.9M0.13%+132,267+22.1%Added
Westfield Capital Management Co LP786,501$50.5M0.21%+7,773+1.0%Added
Morgan Stanley793,149$50.9M0.00%+248,931+45.7%Added
Capital Research Global Investors794,883$51.0M0.01%00.0%Unchanged
Ameriprise Financial Inc803,494$51.6M0.01%+53,653+7.2%Added
Raymond James Financial Inc801,580$51.6M0.02%+47,213+6.3%Added
CIBC Private Wealth Group, LLC899,550$57.7M0.10%−34,749−3.7%Reduced
Fred Alger Management, LLC906,072$58.1M0.23%+45,667+5.3%Added
Wasatch Advisors Inc917,456$58.9M0.35%−215,564−19.0%Reduced
T. Rowe Price Investment Management, Inc.917,498$58.9M0.04%−871,140−48.7%Reduced
FMR LLC1,030,785$66.1M0.00%−801,515−43.7%Reduced
JPMorgan Chase & Co1,165,500$74.8M0.01%−210,236−15.3%Reduced
Alliancebernstein L.P.1,172,511$75.2M0.02%−45,349−3.7%Reduced
Franklin Resources Inc1,182,791$75.9M0.02%+8,111+0.7%Added
Citadel Advisors LLC1,599,158$102.6M0.07%+89,738+5.9%Added
Geode Capital Management, LLC1,776,677$114.0M0.01%+52,713+3.1%Added
State Street Corp2,755,041$176.8M0.01%−1,789−0.1%Reduced
Capital World Investors3,056,795$196.2M0.03%+94,819+3.2%Added
Invesco Ltd.4,006,305$257.1M0.02%−132,674−3.2%Reduced
Pitcairn Wealth Advisors LLC4,040,795$259.3M23.33%+4,040,795New
Millennium Management LLC4,456,150$286.0M0.21%+561,176+14.4%Added
Price T Rowe Associates Inc5,102,666$327.4M0.04%+724,201+16.5%Added
Wellington Management Group LLP6,227,753$399.6M0.07%+504,680+8.8%Added
Vanguard Group Inc8,449,878$542.2M0.01%+728,410+9.4%Added
BlackRock, Inc.10,625,314$681.8M0.01%+353,636+3.4%Added
Capitolis Liquid Global Markets LLC0$00.00%−104,000−100.0%Sold out
Macquarie Group Ltd0$00.00%−88,437−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−72,129−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−35,020−100.0%Sold out
Trexquant Investment LP0$00.00%−27,517−100.0%Sold out
Quantbot Technologies LP0$00.00%−19,928−100.0%Sold out
Summit Wealth Group LLC0$00.00%−19,117−100.0%Sold out
Jane Street Group, LLC0$00.00%−11,350−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−9,220−100.0%Sold out
DRW Securities, LLC0$00.00%−8,210−100.0%Sold out
Jackson Square Capital, LLC0$00.00%−7,486−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−7,415−100.0%Sold out
Ibex Wealth Advisors0$00.00%−6,869−100.0%Sold out
Aigen Investment Management, LP0$00.00%−6,295−100.0%Sold out
Atom Investors LP0$00.00%−5,530−100.0%Sold out
Inceptionr LLC0$00.00%−5,525−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−3,380−100.0%Sold out
PharVision Advisers, LLC0$00.00%−3,097−100.0%Sold out
Walleye Trading LLC0$00.00%−597−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−541−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−426−100.0%Sold out
Ci Investments Inc.0$00.00%−359−100.0%Sold out
Rise Advisors, LLC0$00.00%−171−100.0%Sold out
Simplex Trading, LLC0$00.00%−179−100.0%Sold out
North Capital, Inc.0$00.00%−28−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−15−100.0%Sold out
Atlantic Trust, LLC0$00.00%−8−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−1−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−6−100.0%Sold out
Bryce Point Capital, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Guerra Advisors Inc––––Not filed
Hemington Wealth Management––––Not filed