Stepstone Group Inc. Class ASTEP

13F holders, Q2 2024 (June 30)
187holders +46
56new positions
11sold out
8famous investors
$45.91avg. 13F price*

At the end of Q2 2024, 187 institutions reported holding Stepstone Group Inc. Class A (STEP) in their 13F filings, up 46 from Q1 2024. 56 opened new positions and 11 sold out. The largest holders were BlackRock Inc. ($365.1M), Vanguard Group Inc. ($290.4M) and Wellington Management Group LLP ($262.5M). 8 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Stepstone Group Inc. Class A
CUSIP
85914M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 141Q1 2024Q2 2024: 187Q2 2024Q3 2024: 208Q3 2024Q4 2024: 252Q4 2024Q1 2025: 237Q1 2025Q2 2025: 268Q2 2025Q3 2025: 257Q3 2025Q4 2025: 260Q4 2025Q1 2026: 263Q1 2026Q2 2026: 273Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions56$63.4M
Exits11$6.1M

All 13F filers, Q1 2024 → Q2 2024: 13,538,473 shares bought and 7,524,512 shares sold, net +6,013,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

BlackRock Inc. 0.01% Add +106.1% 7,954,987 $365.1M
Vanguard Group Inc. 0.01% Add +19.9% 6,328,089 $290.4M
Wellington Management Group LLP 0.05% Reduce -29.4% 5,719,116 $262.5M
FMR LLC 0.01% Reduce -0.5% 3,858,182 $177.1M
T. Rowe Price Associates Inc. 0.02% Add +311.5% 3,499,275 $160.6M
Capital World Investors 0.02% No change 2,540,228 $116.6M
T. Rowe Price Investment Management, Inc. 0.07% Reduce -20.5% 2,400,825 $110.2M
Fred Alger Management, LLC 0.52% Reduce -10.7% 2,344,898 $107.6M
JPMorgan Chase & Co. 0.01% Reduce -19.7% 2,317,471 $106.3M
Alliancebernstein L.P. 0.03% Add +24.7% 2,172,226 $99.7M
State Street Corp. 0.00% Add +59.7% 2,135,794 $98.0M
Wasatch Advisors LP 0.42% Reduce -41.4% 1,728,790 $79.3M
Millennium Management 0.06% Reduce -46.9% 1,526,327 $70.0M
Geode Capital Management, LLC 0.01% Add +0.9% 1,241,661 $57.0M
Bank of New York Mellon Corp 0.01% Add +25.3% 1,115,384 $51.2M
GMO 0.14% Add +4.7% 896,500 $41.1M
Dimensional Fund Advisors LP 0.01% Add +8.2% 800,909 $36.8M
Invesco Ltd. 0.01% Add +466.3% 788,805 $36.2M
Capital Research Global Investors 0.01% Add +15.9% 728,532 $33.4M
Franklin Resources Inc. 0.01% Add +93.7% 719,291 $33.0M
Loomis Sayles & Co. L P 0.05% Reduce -2.5% 711,443 $32.6M
Nuveen Asset Management, LLC 0.01% Add +83.1% 602,299 $27.6M
William Blair Investment Management, LLC 0.07% Reduce -4.7% 580,052 $26.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.2% 512,089 $23.5M
Northern Trust Corp. 0.00% Add +4.1% 507,313 $23.3M
Morgan Stanley 0.00% Add +214.8% 427,560 $19.6M
Bank of America Corp. 0.00% Add +8.0% 395,095 $18.1M
Eagle Asset Management Inc. 0.09% Add +30.3% 350,360 $17.3M
Renaissance Technologies 0.03% Reduce -5.5% 320,800 $14.7M
Principal Financial Group Inc. 0.01% Add +991.1% 291,530 $13.4M
Holocene Advisors, LP 0.05% Add +22.3% 258,193 $11.8M
Prudential Financial Inc. 0.02% New 239,311 $11.0M
Lazard Asset Management LLC 0.01% Reduce -22.1% 224,597 $10.3M
Segall Bryant & Hamill, LLC 0.16% Reduce -28.2% 200,433 $9.2M
State of Wisconsin Investment Board 0.02% Reduce -5.3% 176,275 $8.1M
Inherent Group, LP 6.99% Reduce -23.1% 166,771 $7.7M
Baron Capital (BAMCO) 0.02% No change 165,703 $7.6M
Macquarie Group Ltd. 0.01% Add +18454.5% 160,682 $7.4M
Rhumbline Advisers 0.01% Add +101.5% 150,528 $6.9M
Legal & General Group Plc 0.00% Add +186.6% 143,445 $6.6M
Ameriprise Financial Inc. 0.00% New 133,248 $6.1M
Thrivent Financial for Lutherans 0.01% Add +333.4% 126,617 $5.8M
Public Sector Pension Investment Board 0.03% New 114,485 $5.3M
Envestnet Asset Management Inc. 0.00% Reduce -15.1% 110,696 $5.1M
National Bank of Canada 0.01% Reduce -24.0% 108,495 $5.0M
Swiss National Bank 0.00% Add +6.1% 107,400 $4.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +87.8% 103,793 $4.8M
Goldman Sachs Group Inc. 0.00% Reduce -42.0% 101,722 $4.7M
Empowered Funds, LLC 0.08% New 98,998 $4.5M
Informed Momentum Co LLC 0.73% New 98,015 $4.5M
Wells Fargo & Company 0.00% Add +43.7% 95,846 $4.4M
Jane Street Group, LLC 0.00% Add +200.8% 90,421 $4.1M
Public Employees Retirement System of Ohio 0.02% Reduce -40.6% 88,349 $4.1M
Sei Investments Co. 0.00% Add +2.7% 68,971 $3.2M
ClariVest Asset Management LLC 0.32% New 68,351 $3.1M
Penserra Capital Management LLC 0.03% New 58,396 $2.7M
Qube Research & Technologies Ltd 0.00% Reduce -63.9% 58,001 $2.7M
California State Teachers Retirement System 0.00% Add +3.1% 53,230 $2.4M
New York State Common Retirement Fund 0.00% Reduce -16.2% 52,254 $2.4M
Jefferies Financial Group Inc. 0.05% New 50,000 $2.3M
Janus Henderson Group PLC 0.00% Add +92.5% 47,481 $2.2M
Los Angeles Capital Management LLC 0.01% Reduce -7.4% 46,380 $2.1M
State of New Jersey Common Pension Fund D 0.01% New 43,062 $2.0M
TD Asset Management Inc 0.00% Reduce -31.8% 40,232 $1.8M
Pathstone Holdings, LLC 0.01% Add +12.2% 40,133 $1.8M
Truist Financial Corp. 0.00% Reduce -14.7% 38,320 $1.8M
Cim, LLC 0.26% New 32,441 $1.7M
Citigroup Inc. 0.00% Add +289.8% 35,440 $1.6M
FIL Ltd 0.00% No change 35,350 $1.6M
Keebeck Wealth Management 0.24% Reduce -24.5% 34,987 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -9.2% 32,879 $1.5M
Stifel Financial Corp. 0.00% New 32,559 $1.5M
First Trust Advisors LP 0.00% Add +64.0% 32,558 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +3.8% 32,068 $1.5M
Corebridge Financial, Inc. 0.01% — 31,003 $1.4M
MetLife Investment Management, LLC 0.01% Add +6.8% 30,593 $1.4M
State of Alaska, Department of Revenue 0.02% New 30,541 $1.4M
Natixis Advisors, LLC 0.00% Add +9.0% 28,967 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 27,659 $1.3M
Louisiana State Employees Retirement System 0.02% New 26,200 $1.2M
UBS Group AG 0.00% Reduce -61.7% 26,026 $1.2M
Teacher Retirement System of Texas 0.01% New 25,552 $1.2M
Deutsche Bank AG 0.00% Reduce -1.8% 25,407 $1.2M
Barclays PLC 0.00% Reduce -56.5% 23,924 $1.1M
Victory Capital Management Inc. 0.00% Add +22.9% 23,751 $1.1M
Alps Advisors Inc. 0.01% Add +3.9% 21,610 $992K
Norges Bank 0.00% New 21,300 $977K
Yousif Capital Management, LLC 0.01% New 20,797 $954K
STRS Ohio 0.00% Reduce -15.4% 19,800 $909K
WINTON GROUP Ltd 0.06% New 19,537 $897K
Comerica Bank 0.00% New 18,956 $870K
Creative Planning 0.00% Add +45.0% 18,674 $857K
LPL Financial LLC 0.00% Reduce -16.0% 18,359 $842K
Maryland State Retirement & Pension System 0.02% New 18,137 $832K
Cibc World Market Inc. 0.00% New 17,877 $820K
Voya Investment Management LLC 0.00% Add +0.7% 17,769 $815K
American Century Companies Inc. 0.00% Reduce -10.7% 16,003 $734K
Amalgamated Bank 0.01% Add +749.8% 16,001 $734K
Raymond James & Associates 0.00% Add +27.1% 15,974 $733K
Susquehanna International Group, LLP 0.00% Reduce -28.4% 15,729 $722K
Harbor Capital Advisors, Inc. 0.05% Reduce -45.2% 15,674 $719K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 15,510 $712K
State Board of Administration of Florida Retirement System 0.00% Reduce -16.1% 15,409 $707K
Arizona State Retirement System 0.00% Add +8.5% 15,281 $701K
Gsa Capital Partners LLP 0.04% New 13,943 $640K
AQR Capital Management 0.00% New 13,787 $633K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 13,262 $609K
Algert Global LLC 0.02% New 12,999 $597K
Oregon Public Employees Retirement Fund 0.01% New 12,600 $578K
Citadel Advisors 0.00% New 12,438 $571K
New York State Teachers Retirement System 0.00% New 11,600 $532K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 11,209 $514K
Tower Research Capital LLC (TRC) 0.01% Add +2239.7% 11,090 $509K
State of Tennessee, Department of Treasury 0.00% New 10,800 $496K
Teachers Retirement System of the State of Kentucky 0.00% New 10,600 $486K
Engineers Gate Manager LP 0.01% Reduce -49.0% 10,530 $483K
Balyasny Asset Management L.P. 0.00% Reduce -50.0% 9,291 $426K
Smith Group Asset Management, LLC 0.04% New 8,821 $405K
Maverick Capital 0.01% Reduce -35.3% 8,815 $405K
Public Employees Retirement Association of Colorado 0.00% Reduce -9.9% 8,563 $393K
Mutual of America Capital Management LLC 0.00% New 8,550 $392K
ProShare Advisors LLC 0.00% Reduce -14.9% 8,419 $386K
Capula Management Ltd 0.00% New 8,134 $373K
Handelsbanken Fonder AB 0.00% No change 8,128 $373K
Neuberger Berman Group LLC 0.00% Add +12.0% 7,453 $342K
Osaic Holdings, Inc. 0.00% Add +7260.0% 7,360 $338K
Cetera Investment Advisers 0.00% Reduce -31.6% 7,313 $336K
Atria Investments, Inc 0.00% New 7,083 $325K
Pearl River Capital, LLC 0.05% New 6,841 $314K
Versor Investments LP 0.06% New 6,600 $303K
HSBC Holdings PLC 0.00% Add +1.8% 6,224 $288K
Tudor Investment Corporation 0.00% Reduce -94.2% 6,068 $278K
Royal Bank of Canada 0.00% Add +51.7% 6,013 $276K
Pictet Asset Management Holding SA 0.00% No change 5,872 $269K
XTX Topco Ltd 0.02% New 5,787 $266K
Mariner, LLC 0.00% New 5,617 $258K
Ameritas Investment Partners, Inc. 0.01% No change 5,363 $246K
PDT Partners, LLC 0.02% New 5,100 $234K
HighTower Advisors, LLC 0.00% New 5,015 $229K
Man Group plc 0.00% Reduce -50.9% 4,971 $228K
Bank of Montreal 0.00% New 4,900 $226K
Acadian Asset Management LLC 0.00% New 4,501 $206K
EntryPoint Capital, LLC 0.07% New 3,270 $150K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -38.6% 2,563 $118K
SG Americas Securities, LLC 0.00% New 2,408 $111K
KBC Group NV 0.00% New 1,356 $62K
Amundi 0.00% Reduce -13.6% 1,268 $58K
State of Wyoming 0.01% Reduce -5.9% 1,121 $51K
Gen-Wealth Partners Inc 0.02% New 805 $37K
Whittier Trust Co. of Nevada Inc. 0.00% No change 743 $34K
Nisa Investment Advisors, LLC 0.00% Add +0.8% 602 $28K
EverSource Wealth Advisors, LLC 0.00% No change 512 $26K
Farther Finance Advisors, LLC 0.00% Add +11.3% 561 $26K
Quadrant Capital Group LLC 0.00% Add +37.1% 495 $23K
Hexagon Capital Partners LLC 0.00% Add +468.9% 421 $19K
Cwm, LLC 0.00% Add +48.9% 408 $19K
SYSTM Wealth Solutions LLC 0.00% Reduce -31.4% 362 $17K
Benjamin F. Edwards & Company, Inc. 0.00% Add +132.4% 323 $15K
Cullen/Frost Bankers, Inc. 0.00% New 291 $13K
Signaturefd, LLC 0.00% Reduce -10.9% 204 $9K
Lindbrook Capital, LLC 0.00% Reduce -22.5% 203 $9K
US Bancorp \de 0.00% Add +27.1% 178 $8K
Hillsdale Investment Management Inc. 0.00% New 170 $8K
Whittier Trust Co. 0.00% No change 163 $7K
GAMMA Investing LLC 0.00% Add +1115.4% 158 $7K
Parallel Advisors, LLC 0.00% No change 150 $7K
Russell Investments Group, Ltd. 0.00% Add +753.3% 128 $6K
PNC Financial Services Group, Inc. 0.00% Add +28.3% 127 $6K
Avior Wealth Management, LLC 0.00% Add +61.3% 121 $6K
Clearstead Advisors, LLC 0.00% New 77 $4K
Global Retirement Partners, LLC 0.00% No change 63 $3K
UMB Bank, n.a. 0.00% New 51 $2K
Allworth Financial LP 0.00% No change 47 $2K
Blue Trust, Inc. 0.00% New 51 $2K
AdvisorNet Financial, Inc 0.00% No change 30 $1K
Arax Advisory Partners 0.00% New 26 $1K
Venturi Wealth Management, LLC 0.00% New 22 $1K
Rothschild Investment LLC 0.00% Add +300.0% 20 $918
Fortitude Family Office, LLC 0.00% No change 19 $872
Smartleaf Asset Management LLC 0.00% New 17 $776
JFS Wealth Advisors, LLC 0.00% Add +114.3% 15 $689
Institutional & Family Asset Management, LLC 0.00% No change 13 $597
Fifth Third Bancorp 0.00% New 13 $597
SJS Investment Consulting Inc. 0.00% Add +75.0% 7 $322
DiNuzzo Private Wealth, Inc. 0.00% New 5 $230
Huntington National Bank 0.00% No change 1 $46
Covestor Ltd 0.00% No change 4 $0

"% of holder's portfolio" is STEP's weight in each manager's 13F, not the share of Stepstone Group Inc. Class A the manager owns.