STEP
StepStone Group Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +8.1% ·
net new positions -12.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +5 | 60.64M | $2.51B | +10 | −5 |
| Q1 2026 | 102 | +2 | 61.69M | $2.94B | +11 | −9 |
| Q4 2025 | 99 | +1 | 66.64M | $4.28B | +1 | — |
| Q3 2025 | 14 | -1 | 46.39M | $3.03B | — | −2 |
| Q2 2025 | 13 | -1 | 42.14M | $2.34B | +1 | −2 |
| Q1 2025 | 11 | 0 | 20.82M | $1.09B | +1 | −1 |
| Q4 2024 | 11 | +2 | 17.40M | $1.01B | +2 | — |
| Q3 2024 | 8 | -1 | 16.10M | $915.12M | — | −1 |
| Q2 2024 | 9 | — | 14.89M | $683.54M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 5.50M | -3.8% | $312.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 5.50M | -3.8% | $312.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 5.50M | -3.8% | $312.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 5.50M | -3.8% | $312.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 4.70M | +34.4% | $267.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 4.70M | +34.4% | $267.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Capital World Investors ✦ | 2.55M | +0.4% | $144.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 1.46M | +17.4% | $82.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 1.46M | +17.4% | $82.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 1.24M | -19.1% | $70.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 348.71K | +2703.6% | $19.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 348.71K | +2703.6% | $19.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 292.20K | -8.9% | $16.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 15.10K | +9.5% | $857,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 15.10K | +9.5% | $857,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 15.10K | +9.5% | $857,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $977,457 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 262 holders, 80.54M shares, $3.66B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.