Stepstone Group Inc. Class ASTEP

13F holders, Q3 2024 (September 30)
208holders +21
38new positions
14sold out
6famous investors
$56.94avg. 13F price*

At the end of Q3 2024, 208 institutions reported holding Stepstone Group Inc. Class A (STEP) in their 13F filings, up 21 from Q2 2024. 38 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($534.2M), Vanguard Group Inc. ($370.9M) and Wellington Management Group LLP ($312.5M). 6 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions38$143.5M
Exits14$18.7M

All 13F filers, Q2 2024 → Q3 2024: 9,055,688 shares bought and 4,642,433 shares sold, net +4,413,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 208 holders

BlackRock, Inc. 0.01% — 9,400,771 $534.2M
Vanguard Group Inc. 0.01% Add +3.1% 6,527,048 $370.9M
Wellington Management Group LLP 0.05% Reduce -3.8% 5,499,352 $312.5M
T. Rowe Price Associates Inc. 0.03% Add +34.4% 4,704,354 $267.4M
FMR LLC 0.01% Add +3.7% 3,999,819 $227.3M
Invesco Ltd. 0.03% Add +302.6% 3,176,116 $180.5M
Capital World Investors 0.02% Add +0.4% 2,549,781 $144.9M
State Street Corp. 0.01% Add +12.4% 2,401,034 $136.5M
Fred Alger Management, LLC 0.56% Reduce -13.6% 2,025,223 $115.1M
Alliancebernstein L.P. 0.04% Reduce -10.1% 1,952,657 $111.0M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -21.4% 1,887,478 $107.3M
JPMorgan Chase & Co. 0.01% Reduce -29.5% 1,634,382 $92.9M
Geode Capital Management, LLC 0.01% Add +17.4% 1,457,690 $82.9M
Millennium Management 0.06% Reduce -19.1% 1,235,278 $70.2M
Wasatch Advisors LP 0.31% Reduce -35.0% 1,123,180 $63.8M
CIBC Private Wealth Group LLC 0.11% New 1,111,100 $63.1M
Bank of New York Mellon Corp 0.01% Reduce -5.5% 1,054,635 $59.9M
Franklin Resources Inc. 0.01% Add +11.9% 805,195 $48.3M
Capital Research Global Investors 0.01% No change 728,532 $41.4M
Loomis Sayles & Co. L P 0.05% Reduce -0.2% 710,221 $40.4M
Morgan Stanley 0.00% Add +62.6% 695,414 $39.5M
Dimensional Fund Advisors LP 0.01% Reduce -13.5% 692,808 $39.4M
GMO 0.12% Reduce -24.8% 674,173 $38.3M
Northern Trust Corp. 0.01% Add +25.9% 638,471 $36.3M
Charles Schwab Investment Management Inc. 0.01% Add +16.6% 596,851 $33.9M
Keystone Investors Pte Ltd. 2.35% New 565,801 $32.2M
Eagle Asset Management Inc. 0.14% Add +13.4% 397,272 $27.0M
William Blair Investment Management, LLC 0.06% Reduce -27.3% 421,670 $24.0M
Principal Financial Group Inc. 0.01% Add +43.3% 417,845 $23.7M
Citadel Advisors 0.02% Add +2703.6% 348,714 $19.8M
Scout Investments, Inc. 0.50% New 316,570 $19.0M
Nuveen Asset Management, LLC 0.01% Reduce -47.0% 319,376 $18.2M
Bank of America Corp. 0.00% Reduce -22.1% 307,693 $17.5M
Renaissance Technologies 0.03% Reduce -8.9% 292,200 $16.6M
Goldman Sachs Group Inc. 0.00% Add +169.3% 273,911 $15.6M
Lazard Asset Management LLC 0.02% Add +12.2% 252,001 $14.3M
Granahan Investment Management, LLC 0.52% New 234,333 $13.3M
Neuberger Berman Group LLC 0.01% Add +3005.9% 231,486 $13.2M
Prudential Financial Inc. 0.02% Reduce -7.7% 220,956 $12.6M
Holocene Advisors, LP 0.05% Reduce -21.8% 201,972 $11.5M
Macquarie Group Ltd. 0.01% Add +21.0% 194,375 $11.0M
State of Wisconsin Investment Board 0.02% Reduce -3.9% 169,375 $9.6M
Rhumbline Advisers 0.01% Add +10.2% 165,817 $9.4M
Baron Capital (BAMCO) 0.03% No change 165,703 $9.4M
Legal & General Group Plc 0.00% Add +13.4% 162,622 $9.2M
Wells Fargo & Company 0.00% Add +54.8% 148,389 $8.4M
Ameriprise Financial Inc. 0.00% Add +9.6% 146,039 $8.3M
Public Sector Pension Investment Board 0.04% Add +16.1% 132,888 $7.6M
Thrivent Financial for Lutherans 0.01% Add +0.9% 127,742 $7.3M
Segall Bryant & Hamill, LLC 0.09% Reduce -40.2% 119,815 $6.8M
National Bank of Canada 0.01% Add +8.9% 118,134 $6.7M
Swiss National Bank 0.00% Add +5.0% 112,800 $6.4M
Barclays PLC 0.00% Add +368.2% 112,019 $6.4M
Informed Momentum Co LLC 0.83% Add +0.2% 98,200 $5.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.1% 93,347 $5.3M
Empowered Funds, LLC 0.08% Reduce -7.9% 91,140 $5.2M
Envestnet Asset Management Inc. 0.00% Reduce -19.1% 89,504 $5.1M
Global IMC LLC 0.99% New 86,114 $4.9M
Citigroup Inc. 0.00% Add +129.7% 81,414 $4.6M
FIL Ltd 0.00% Add +121.7% 78,352 $4.5M
Sei Investments Co. 0.01% Add +11.9% 77,163 $4.4M
Public Employees Retirement System of Ohio 0.01% Reduce -30.3% 61,597 $3.5M
ClariVest Asset Management LLC 0.32% No change 68,351 $3.1M
California State Teachers Retirement System 0.00% Add +3.2% 54,943 $3.1M
HighTower Advisors, LLC 0.00% Add +964.8% 53,400 $3.0M
Teachers Retirement System of the State of Kentucky 0.03% Add +399.8% 52,973 $3.0M
Los Angeles Capital Management LLC 0.01% Add +12.3% 52,081 $3.0M
Stifel Financial Corp. 0.00% Add +28.7% 41,916 $2.4M
First Trust Advisors LP 0.00% Add +19.6% 38,955 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -6.2% 37,648 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -15.6% 36,343 $2.1M
Deutsche Bank AG 0.00% Add +41.0% 35,829 $2.0M
Qube Research & Technologies Ltd 0.00% Reduce -38.3% 35,802 $2.0M
Corebridge Financial, Inc. 0.01% Add +15.2% 35,699 $2.0M
MetLife Investment Management, LLC 0.01% Add +15.8% 35,418 $2.0M
Jane Street Group, LLC 0.00% Reduce -61.3% 34,959 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +23.0% 34,028 $1.9M
Keebeck Wealth Management 0.28% Reduce -4.2% 33,504 $1.9M
State of Alaska, Department of Revenue 0.02% Add +9.2% 33,338 $1.9M
Manufacturers Life Insurance Company, The 0.00% Add +3.6% 33,223 $1.9M
Cim, LLC 0.27% Add +0.1% 32,467 $1.8M
Louisiana State Employees Retirement System 0.03% Add +15.7% 30,300 $1.7M
UBS Group AG 0.00% Add +14.1% 29,696 $1.7M
TD Asset Management Inc 0.00% Reduce -26.9% 29,420 $1.7M
Truist Financial Corp. 0.00% Reduce -23.9% 29,154 $1.7M
Illinois Municipal Retirement Fund 0.02% New 28,684 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -14.2% 28,208 $1.6M
PDT Partners, LLC 0.14% Add +445.7% 27,829 $1.6M
Natixis Advisors, LLC 0.00% Reduce -9.1% 26,333 $1.5M
State of Tennessee, Department of Treasury 0.00% Add +129.3% 24,760 $1.4M
Janus Henderson Group PLC 0.00% Reduce -48.6% 24,398 $1.4M
Yousif Capital Management, LLC 0.01% Add +16.9% 24,323 $1.4M
Victory Capital Management Inc. 0.00% Reduce -3.4% 22,940 $1.3M
Creative Planning 0.00% Add +20.7% 22,547 $1.3M
Comerica Bank 0.01% Add +18.0% 22,365 $1.3M
Maryland State Retirement & Pension System 0.03% Add +16.7% 21,161 $1.2M
Alps Advisors Inc. 0.01% Reduce -5.5% 20,415 $1.2M
STRS Ohio 0.00% Add +2.5% 20,300 $1.2M
WINTON GROUP Ltd 0.08% Add +1.8% 19,895 $1.1M
Raymond James & Associates 0.00% Add +23.2% 19,678 $1.1M
Private Advisory Group LLC 0.14% New 19,507 $1.1M
New York State Common Retirement Fund 0.00% Reduce -63.1% 19,254 $1.1M
Voya Investment Management LLC 0.00% Add +7.5% 19,097 $1.1M
Amalgamated Bank 0.01% Add +15.3% 18,453 $1.0M
Cibc World Market Inc. 0.00% Reduce -1.3% 17,654 $1.0M
LPL Financial LLC 0.00% Reduce -7.1% 17,057 $969K
Arizona State Retirement System 0.01% Add +8.8% 16,626 $945K
Engineers Gate Manager LP 0.02% Add +56.6% 16,488 $937K
FJ Capital Management LLC 0.10% New 15,968 $907K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 15,510 $881K
State Board of Administration of Florida Retirement System 0.00% No change 15,409 $876K
AQR Capital Management 0.00% Add +9.5% 15,095 $858K
Harbor Capital Advisors, Inc. 0.04% Reduce -3.8% 15,087 $857K
Intech Investment Management LLC 0.01% New 14,964 $850K
Moody National Bank Trust Division 0.09% New 14,800 $841K
Oregon Public Employees Retirement Fund 0.02% Add +17.5% 14,800 $841K
Handelsbanken Fonder AB 0.00% Add +81.2% 14,728 $837K
New York State Teachers Retirement System 0.00% Add +26.5% 14,673 $834K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +19.5% 13,395 $761K
ProShare Advisors LLC 0.00% Add +54.2% 12,982 $738K
FORA Capital, LLC 0.08% New 12,610 $717K
SG Americas Securities, LLC 0.00% Add +399.3% 12,024 $683K
Smith Group Asset Management, LLC 0.05% Add +24.3% 10,965 $623K
Allianz Asset Management GmbH 0.00% New 9,900 $563K
Mutual of America Capital Management LLC 0.01% Add +10.2% 9,421 $535K
Osaic Holdings, Inc. 0.00% Add +20.9% 8,896 $506K
Public Employees Retirement Association of Colorado 0.00% No change 8,563 $487K
Pictet Asset Management Holding SA 0.00% Add +42.3% 8,354 $475K
Hilltop Holdings Inc. 0.03% New 8,136 $462K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 8,124 $462K
Gsa Capital Partners LLP 0.03% Reduce -42.5% 8,021 $456K
HSBC Holdings PLC 0.00% Add +19.3% 7,424 $426K
Mirae Asset Global Investments Co., Ltd. 0.00% New 7,200 $412K
Atria Investments, Inc 0.01% Add +0.8% 7,142 $406K
Royal Bank of Canada 0.00% Add +17.4% 7,060 $401K
Susquehanna International Group, LLP 0.00% Reduce -59.5% 6,364 $362K
Ameritas Investment Partners, Inc. 0.01% Add +17.4% 6,297 $358K
Cetera Investment Advisers 0.00% Reduce -15.1% 6,207 $353K
Bank of Montreal 0.00% Add +24.5% 6,101 $349K
Praxis Investment Management Inc. 0.02% New 6,100 $347K
Seven Eight Capital, LP 0.03% New 6,010 $342K
Versor Investments LP 0.05% Reduce -15.2% 5,600 $318K
Keybank National Association 0.00% New 5,312 $302K
Blair William & Co. 0.00% New 4,959 $282K
CIBC Asset Management Inc 0.00% New 4,728 $269K
Mariner, LLC 0.00% Reduce -17.1% 4,659 $265K
O'shaughnessy Asset Management, LLC 0.00% New 4,192 $251K
Evergreen Capital Management LLC 0.01% New 4,197 $239K
Aigen Investment Management, LP 0.05% New 4,118 $234K
Baader Bank Aktiengesellschaft 0.02% New 4,100 $233K
Xponance LLC 0.00% New 4,038 $229K
Jacobs Levy Equity Management, Inc. 0.00% New 3,995 $227K
EntryPoint Capital, LLC 0.13% Add +20.9% 3,955 $225K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +35.6% 3,475 $197K
Tower Research Capital LLC (TRC) 0.01% Reduce -70.0% 3,332 $189K
Acadian Asset Management LLC 0.00% Reduce -43.7% 2,536 $144K
Covestor Ltd 0.07% Add +50250.0% 2,014 $114K
KBC Group NV 0.00% Add +35.7% 1,840 $105K
Gen-Wealth Partners Inc 0.04% Add +102.5% 1,630 $100K
Cwm, LLC 0.00% Add +190.4% 1,185 $67K
Harvest Fund Management Co., Ltd 0.00% New 1,109 $63K
State of Wyoming 0.01% Reduce -3.4% 1,083 $62K
US Bancorp \de 0.00% Add +442.7% 966 $55K
Quadrant Capital Group LLC 0.00% Add +87.3% 927 $53K
Spire Wealth Management 0.00% New 800 $45K
Whittier Trust Co. of Nevada Inc. 0.00% No change 743 $42K
Blue Trust, Inc. 0.00% Add +1586.3% 860 $39K
GAMMA Investing LLC 0.00% Add +291.1% 618 $35K
Nisa Investment Advisors, LLC 0.00% No change 602 $34K
Amundi 0.00% Reduce -54.6% 576 $33K
Farther Finance Advisors, LLC 0.00% Add +2.0% 572 $33K
EverSource Wealth Advisors, LLC 0.00% Add +1.9% 522 $30K
Cullen/Frost Bankers, Inc. 0.00% No change 291 $17K
Signaturefd, LLC 0.00% Add +36.8% 279 $16K
Lindbrook Capital, LLC 0.00% No change 203 $12K
Hexagon Capital Partners LLC 0.00% Reduce -53.0% 198 $11K
PNC Financial Services Group, Inc. 0.00% Add +40.2% 178 $10K
Russell Investments Group, Ltd. 0.00% Add +34.4% 172 $10K
UMB Bank, n.a. 0.00% Add +221.6% 164 $9K
Whittier Trust Co. 0.00% No change 163 $9K
Hillsdale Investment Management Inc. 0.00% Reduce -11.8% 150 $9K
Parallel Advisors, LLC 0.00% No change 150 $9K
Clearstead Advisors, LLC 0.00% No change 77 $4K
Smartleaf Asset Management LLC 0.00% Add +317.6% 71 $4K
Simplex Trading, LLC 0.00% New 72 $4K
Bessemer Group Inc. 0.00% New 65 $4K
Avior Wealth Management, LLC 0.00% Reduce -43.0% 69 $4K
Global Retirement Partners, LLC 0.00% No change 63 $4K
Sterling Capital Management LLC 0.00% — 63 $4K
Rothschild Investment LLC 0.00% Add +175.0% 55 $3K
Jones Financial Companies LLLP 0.00% New 52 $3K
Venturi Wealth Management, LLC 0.00% Add +127.3% 50 $3K
Wolff Wiese Magana LLC 0.00% New 48 $3K
Allworth Financial LP 0.00% No change 47 $3K
Fifth Third Bancorp 0.00% Add +169.2% 35 $2K
AdvisorNet Financial, Inc 0.00% No change 30 $2K
Arax Advisory Partners 0.00% No change 26 $1K
Fortitude Family Office, LLC 0.00% No change 19 $1K
Picton Mahoney Asset Management 0.00% New 22 $1K
JFS Wealth Advisors, LLC 0.00% No change 15 $853
AlphaQuest LLC 0.00% New 15 $852
Earned Wealth Advisors, LLC 0.00% New 9 $511
Mendota Financial Group, LLC 0.00% New 6 $341
SJS Investment Consulting Inc. 0.00% Reduce -28.6% 5 $285
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $285
Abound Wealth Management 0.00% New 4 $228
Huntington National Bank 0.00% No change 1 $57
Hemington Wealth Management 0.00% New 6 $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.