StepStone Group Inc.

STEP

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001796022

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding StepStone Group Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of STEP: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	261	6	263	+8
Shares	79.6M	9.38M	82.0M	+11.7M (+16.7%)
Value	$5.11B	$602.2M	$3.98B	−$529.6M (−11.8%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held StepStone Group Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to STEP in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	4,484,935	$214.0M	0.01%
Vanguard Capital Management LLC	3,525,956	$168.3M	0.00%
Samlyn Capital, LLC	895,445	$42.7M	0.73%
Junto Capital Management LP	855,722	$40.8M	0.87%
Vanguard Fiduciary Trust Co	514,026	$24.5M	0.01%
Squarepoint Ops LLC	282,234	$13.5M	0.03%
Inherent Management Corp.	233,729	$11.2M	5.67%
Point72 Asset Management, L.P.	187,068	$8.93M	0.02%
Advent International Corp	120,135	$5.73M	0.14%
Healthcare of Ontario Pension Plan Trust Fund	96,185	$4.59M	0.01%
Jain Global LLC	93,238	$4.45M	0.06%
Renaissance Technologies LLC	91,500	$4.37M	0.01%
HSBC Holdings PLC	80,721	$3.90M	0.00%
Trexquant Investment LP	73,589	$3.51M	0.03%
Vanguard Asset Management, Ltd	64,027	$3.06M	0.00%
Congress Asset Management Co	62,909	$3.00M	0.02%
Tudor Investment Corp Et Al	55,317	$2.64M	0.01%
Kingsview Wealth Management, LLC	54,337	$2.59M	0.04%
Delta Global Management LP	54,000	$2.58M	0.21%
Susquehanna Fundamental Investments, LLC	37,712	$1.80M	0.07%
Walleye Capital LLC	34,282	$1.64M	0.01%
Vanguard Global Advisers, LLC	29,679	$1.42M	0.00%
Bokf, NA	25,000	$1.19M	0.02%
Quantbot Technologies LP	22,774	$1.09M	0.04%
HRT Financial LP	20,421	$974.0K	0.00%
CIBC Bancorp USA Inc.	18,043	$867.2K	0.00%
Vanguard Investments Australia, Ltd.	17,413	$830.9K	0.00%
Fox Run Management, L.L.C.	11,630	$540.9K	0.09%
Mangrove Partners	11,135	$531.4K	0.04%
Bull Harbor Capital LLC	9,813	$468.3K	0.13%
Two Sigma Securities, LLC	9,163	$437.3K	0.05%
Dynamic Technology Lab Private Ltd	8,873	$423.4K	0.07%
Jump Financial, LLC	8,743	$417.2K	0.01%
Numerai GP LLC	8,218	$392.2K	0.04%
Fieldview Capital Management, LLC	8,013	$382.4K	0.11%
Mercer Global Advisors Inc	7,438	$354.9K	0.00%
Capstone Investment Advisors, LLC	7,365	$351.5K	0.00%
Wealth Enhancement Advisory Services, LLC	6,553	$308.3K	0.00%
Captrust Financial Advisors	6,074	$289.9K	0.00%
Skopos Labs, Inc.	4,696	$224.0K	0.01%
Oppenheimer & Co Inc	4,416	$210.7K	0.00%
JustInvest LLC	4,366	$208.3K	0.00%
nVerses Capital, LLC	4,343	$207.2K	0.19%
Caitong International Asset Management Co., Ltd	4,178	$199.4K	0.04%
Bayforest Capital Ltd	674	$32.2K	0.04%
Kilter Group LLC	299	$14.3K	0.01%
Crews Bank & Trust	85	$4.06K	0.00%
Zions Bancorporation, National Association	68	$3.25K	0.00%
Twin Peaks Wealth Advisors, LLC	43	$2.05K	0.00%
Bogart Wealth, LLC	22	$1.05K	0.00%
JPL Wealth Management, LLC	15	$716	0.00%
CVA Family Office, LLC	13	$620	0.00%
Advisory Services Network, LLC	11	$525	0.00%
Sunbelt Securities, Inc.	11	$525	0.00%
TopTier Wealth Management, LLC	11	$525	0.00%
Vermillion Wealth Management, Inc.	7	$334	0.00%
Prestige Wealth Management Group LLC	5	$239	0.00%
Ronald Blue Trust, Inc.	4	$191	0.00%
TD Private Client Wealth LLC	3	$143	0.00%
GHP Investment Advisors, Inc.	1	$48	0.00%

Sold out (52)

Institutions that held StepStone Group Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of STEP in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
T. Rowe Price Investment Management, Inc.	917,498	$58.9M
Holocene Advisors, LP	549,229	$35.2M
Massachusetts Financial Services Co	461,037	$29.6M
Loomis Sayles & Co L P	381,770	$24.5M
Natixis	65,000	$4.17M
Cinctive Capital Management LP	62,443	$4.01M
PDT Partners, LLC	50,422	$3.24M
HighTower Advisors, LLC	44,573	$2.86M
Harbor Capital Advisors, Inc.	42,031	$2.70M
Credit Agricole S A	38,397	$2.46M
Twinbeech Capital LP	32,134	$2.06M
Y-Intercept (Hong Kong) Ltd	30,387	$1.95M
TD Asset Management Inc	14,848	$952.8K
Guggenheim Capital LLC	10,627	$681.9K
Verition Fund Management LLC	5,800	$372.2K
Everence Capital Management Inc	5,670	$364.0K
O'Shaughnessy Asset Management, LLC	5,182	$332.5K
Mirae Asset Global Investments Co., Ltd.	4,958	$318.2K
Cim, LLC	4,939	$317.0K
Centiva Capital, LP	4,418	$283.5K
Wiley Bros.-Aintree Capital, LLC	4,137	$265.5K
VARCOV Co.	3,705	$237.8K
Glenmede Trust Co NA	3,597	$230.8K
Atria Investments LLC	3,499	$224.6K
Ethic Inc.	3,447	$221.2K
Profund Advisors LLC	3,205	$205.7K
Crossmark Global Holdings, Inc.	3,154	$202.4K
CIBC Asset Management Inc	3,152	$202.3K
Abel Hall, LLC	3,126	$200.6K
Clearstead Advisors, LLC	1,683	$108.0K
Quest Partners LLC	1,258	$80.7K
Quarry LP	300	$19.3K
Optiver Holding B.V.	184	$11.8K
SageView Advisory Group, LLC	140	$8.98K
Aster Capital Management (DIFC) Ltd	120	$7.70K
Bell Investment Advisors, Inc	102	$6.55K
Sound Income Strategies, LLC	58	$4.44K
High Note Wealth, LLC	65	$4.17K
South State Corp.	50	$3.21K
Whittier Trust Co	18	$1.27K
Golden State Wealth Management, LLC	18	$1.16K
UMA Financial Services, Inc.	17	$1.09K
Stone House Investment Management, LLC	11	$706
Ankerstar Wealth, LLC	11	$706
Rialto Wealth Management, LLC	10	$642
Gilpin Wealth Management, LLC	7	$450
TD Capital Management LLC	5	$322
DiNuzzo Private Wealth, Inc.	5	$321
Annis Gardner Whiting Capital Advisors, LLC	4	$257
Turning Point Benefit Group, Inc.	1	$64
Optima Capital LLC	1	$64
Darwin Advisors, LLC	0	$9

Not filed for Q1 2026 yet (6)

Institutions that held StepStone Group Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STEP in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	8,449,878	$542.2M
CIBC Private Wealth Group, LLC	899,550	$57.7M
Comerica Bank	15,873	$1.02M
Meketa Investment Group Inc	14,363	$921.7K
CIBC World Markets Corp	4,618	$296.3K
Global Retirement Partners, LLC	65	$4.17K