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 2026
Institutional positions in StepStone Group Inc. as of Mar 31, 2026. 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
- 263
- +8 vs. Q4 2025
- Shares held
- 82.0M
- +11.7M (+16.7%) vs. Q4 2025
- Total value
- $3.98B
- −$529.6M (−11.8%) vs. Q4 2025
- New holders
- 60
- 100 more added
- Sold out
- 52
- 78 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2026
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,197 | $57.1K | 0.00% | −226−15.9% | Reduced |
| Versant Capital Management, Inc | 979 | $46.7K | 0.00% | +318+48.1% | Added |
| GAMMA Investing LLC | 945 | $45.1K | 0.00% | −468−33.1% | Reduced |
| Nisa Investment Advisors, LLC | 844 | $40.3K | 0.00% | −169−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 780 | $36.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 722 | $34.5K | 0.00% | −58−7.4% | Reduced |
| Essential Partners LLC | 698 | $33.3K | 0.01% | +694+17,350.0% | Added |
| Allworth Financial LP | 676 | $32.3K | 0.00% | +512+312.2% | Added |
| Bayforest Capital Ltd | 674 | $32.2K | 0.04% | +674 | New |
| Advisor Group Holdings, Inc. | 553 | $26.4K | 0.00% | +134+32.0% | Added |
| Kemnay Advisory Services Inc. | 518 | $24.7K | 0.00% | +282+119.5% | Added |
| Harvest Fund Management Co., Ltd | 512 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 452 | $21.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 368 | $17.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 366 | $17.5K | 0.00% | −116−24.1% | Reduced |
| Larson Financial Group LLC | 327 | $15.6K | 0.00% | −124−27.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 312 | $14.9K | 0.00% | −961−75.5% | Reduced |
| Spire Wealth Management | 300 | $14.3K | 0.00% | −500−62.5% | Reduced |
| Kilter Group LLC | 299 | $14.3K | 0.01% | +299 | New |
| Parkside Financial Bank & Trust | 231 | $11.0K | 0.00% | +188+437.2% | Added |
| Smartleaf Asset Management LLC | 184 | $8.56K | 0.00% | −63−25.5% | Reduced |
| Umb Bank N A | 167 | $7.97K | 0.00% | −215−56.3% | Reduced |
| Parallel Advisors, LLC | 162 | $7.73K | 0.00% | −24−12.9% | Reduced |
| Covestor Ltd | 129 | $6.00K | 0.00% | +88+214.6% | Added |
| Danske Bank A/S | 100 | $4.77K | 0.00% | −200−66.7% | Reduced |
| Bare Financial Services, Inc | 98 | $4.68K | 0.00% | −73−42.7% | Reduced |
| Rothschild Investment LLC | 91 | $4.34K | 0.00% | −24−20.9% | Reduced |
| IFP Advisors, Inc | 85 | $4.06K | 0.00% | +79+1,316.7% | Added |
| Crews Bank & Trust | 85 | $4.06K | 0.00% | +85 | New |
| True Wealth Design, LLC | 81 | $3.87K | 0.00% | +56+224.0% | Added |
| Massmutual Trust Co FSB | 73 | $3.48K | 0.00% | +1+1.4% | Added |
| Zions Bancorporation, National Association | 68 | $3.25K | 0.00% | +68 | New |
| Salomon & Ludwin, LLC | 66 | $3.10K | 0.00% | −348−84.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 62 | $2.96K | 0.00% | +58+1,450.0% | Added |
| First Pacific Financial | 48 | $2.29K | 0.00% | −13−21.3% | Reduced |
| Wolff Wiese Magana LLC | 48 | $2.29K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 43 | $2.05K | 0.00% | +43 | New |
| Northwestern Mutual Wealth Management Co | 38 | $1.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $1.77K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 34 | $1.62K | 0.00% | +16+88.9% | Added |
| Assetmark, Inc | 28 | $1.34K | 0.00% | −55−66.3% | Reduced |
| Picton Mahoney Asset Management | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $1.05K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 19 | $907 | 0.00% | +8+72.7% | Added |
| Huntington National Bank | 18 | $859 | 0.00% | +17+1,700.0% | Added |
| SBI Securities Co., Ltd. | 17 | $811 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $716 | 0.00% | +15 | New |
| CVA Family Office, LLC | 13 | $620 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 11 | $525 | 0.00% | +9+450.0% | Added |
| Advisory Services Network, LLC | 11 | $525 | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 11 | $525 | 0.00% | +11 | New |
| TopTier Wealth Management, LLC | 11 | $525 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 7 | $335 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $334 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 5 | $239 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 4 | $191 | 0.00% | +2+100.0% | Added |
| Ronald Blue Trust, Inc. | 4 | $191 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $144 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $143 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 2 | $95 | 0.00% | −9−81.8% | Reduced |
| Harbour Investments, Inc. | 2 | $95 | 0.00% | −1−33.3% | Reduced |
| Dunhill Financial, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $48 | 0.00% | +1 | New |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −917,498−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −549,229−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −461,037−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −381,770−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −62,443−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −50,422−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −44,573−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −42,031−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −38,397−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −32,134−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,387−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −14,848−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,627−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,182−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −4,939−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,418−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |