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Security record · archived quarter

STEP

StepStone Group Inc. · Financial Services · Asset Management

40.95 -6.6% mkt cap $5.29B quote delayed (FMP) · as of Oct 13 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
99Tracked holders
+1Δ holders
66.64MShares held
$4.28BReported value
+1New positions
−0Exits
Stable Conviction score 58/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.0% · share flow +1.6% · net new positions +1.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 103 +5 60.59M $2.50B +10 −6
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 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗ ×15
2 The Vanguard Group ✦ (passive) 8.45M +9.4% $542.23M 0.0% ▲ Add 3 SEC ↗ ×5
3 Wellington Management ✦ 6.23M +8.8% $399.63M 0.1% ▲ Add 7 SEC ↗ ×4
4 T. Rowe Price ✦ 5.10M +16.5% $327.44M 0.0% ▲ Add 7 SEC ↗ ×2
5 Millennium Management ✦ 4.46M +14.4% $285.95M 0.2% ▲ Add 7 SEC ↗
6 Invesco Ltd. 4.01M — $257.08M 0.0% n/c 1 SEC ↗ ×10
7 Capital World Investors ✦ 3.06M +3.2% $196.15M 0.0% ▲ Add 7 SEC ↗
8 State Street Global Advisors ✦ (passive) 2.76M -0.1% $176.79M 0.0% ▼ Trim 5 SEC ↗
9 Geode Capital Management ✦ (passive) 1.78M +3.1% $114.03M 0.0% ▲ Add 7 SEC ↗ ×2
10 Citadel Advisors ✦ 1.60M +6.0% $102.62M 0.1% ▲ Add 7 SEC ↗ ×2
11 Franklin Resources Inc 1.18M — $75.90M 0.0% n/c 1 SEC ↗ ×5
12 Alliancebernstein L.P. 1.17M — $75.24M 0.0% n/c 1 SEC ↗
13 JPMorgan Chase ✦ 1.17M -57.6% $74.79M 0.0% ▼ Trim 2 SEC ↗ ×4
14 Fidelity (FMR) ✦ 1.03M -43.7% $66.15M 0.0% ▼ Trim 3 SEC ↗ ×4
15 Raymond James Financial Inc 801.58K — $51.61M 0.0% n/c 1 SEC ↗ ×4
16 Ameriprise Financial Inc 803.49K — $51.56M 0.0% n/c 1 SEC ↗ ×5
17 Capital Research Global Investors 794.88K — $51.01M 0.0% n/c 1 SEC ↗
18 Morgan Stanley ✦ 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗ ×8
19 Bamco Inc /Ny/ 730.56K — $46.88M 0.1% n/c 1 SEC ↗
20 Northern Trust Corp 679.80K — $43.62M 0.0% n/c 1 SEC ↗ ×6
21 Charles Schwab Investment… 674.91K — $43.31M 0.0% n/c 1 SEC ↗
22 Balyasny Asset Management L.P. 617.25K — $39.61M 0.1% n/c 1 SEC ↗
23 Holocene Advisors, LP 549.23K — $35.24M 0.1% n/c 1 SEC ↗
24 Voya Investment Management Llc 523.66K — $33.60M 0.0% n/c 1 SEC ↗ ×3
25 Bank of New York Mellon Corp 505.67K — $32.45M 0.0% n/c 1 SEC ↗ ×8
26 Massachusetts Financial Services Co… 461.04K — $29.58M 0.0% n/c 1 SEC ↗
27 Neuberger Berman Group LLC 404.67K — $25.97M 0.0% n/c 1 SEC ↗ ×2
28 Loomis Sayles & Co L P 381.77K — $24.50M 0.0% n/c 1 SEC ↗ ×2
29 UBS Group AG 363.35K — $23.32M 0.0% n/c 1 SEC ↗ ×4
30 Grantham, Mayo, Van Otterloo & Co.… 352.37K — $22.61M 0.1% n/c 1 SEC ↗
31 Principal Financial Group Inc 347.93K — $22.33M 0.0% n/c 1 SEC ↗ ×2
32 Nuveen, LLC 298.88K — $19.18M 0.0% n/c 1 SEC ↗ ×3
33 Wells Fargo & Company/Mn 272.89K — $17.51M 0.0% n/c 1 SEC ↗ ×3
34 Bank Of America Corp /De/ 269.97K — $17.32M 0.0% n/c 1 SEC ↗ ×8
35 Rockefeller Capital Management L.P. 258.45K — $16.58M 0.0% n/c 1 SEC ↗ ×2
36 Tidal Investments LLC 231.56K — $14.86M 0.1% n/c 1 SEC ↗
37 Victory Capital Management Inc 215.93K — $13.86M 0.0% n/c 1 SEC ↗
38 Goldman Sachs Group ✦ 204.46K -32.5% $13.12M 0.0% ▼ Trim 2 SEC ↗ ×3
39 Adage Capital Partners ✦ 203.69K New $13.07M 0.0% New 1 SEC ↗
40 State Of Wisconsin Investment Board 189.54K — $12.16M 0.0% n/c 1 SEC ↗
41 Rhumbline Advisers 183.10K — $11.75M 0.0% n/c 1 SEC ↗
42 Legal & General Group Plc 178.52K — $11.46M 0.0% n/c 1 SEC ↗ ×3
43 Lazard Asset Management Llc 169.86K — $10.90M 0.0% n/c 1 SEC ↗
44 Swiss National Bank 139.50K — $8.95M 0.0% n/c 1 SEC ↗
45 Barclays Plc 117.10K — $7.51M 0.0% n/c 1 SEC ↗ ×3
46 UBS AM, a distinct business unit of… 112.67K — $7.23M 0.0% n/c 1 SEC ↗ ×7
47 First Trust Advisors Lp 107.41K — $6.89M 0.0% n/c 1 SEC ↗
48 Prudential Financial Inc 84.12K — $5.40M 0.0% n/c 1 SEC ↗
49 National Bank Of Canada /Fi/ 76.72K — $4.92M 0.0% n/c 1 SEC ↗
50 California State Teachers… 69.06K — $4.43M 0.0% n/c 1 SEC ↗
51 Envestnet Asset Management Inc 59.70K — $3.83M 0.0% n/c 1 SEC ↗
52 LPL Financial LLC 58.07K — $3.73M 0.0% n/c 1 SEC ↗
53 Deutsche Bank Ag\ 57.48K — $3.69M 0.0% n/c 1 SEC ↗ ×3
54 Sei Investments Co 55.43K — $3.56M 0.0% n/c 1 SEC ↗ ×2
55 Creative Planning 50.15K — $3.22M 0.0% n/c 1 SEC ↗
56 HighTower Advisors, LLC 44.57K — $2.86M 0.0% n/c 1 SEC ↗
57 Credit Agricole S A 38.40K — $2.46M 0.0% n/c 1 SEC ↗
58 Manufacturers Life Insurance… 34.74K — $2.23M 0.0% n/c 1 SEC ↗
59 MIRAE ASSET GLOBAL ETFS HOLDINGS… 32.43K — $2.08M 0.0% n/c 1 SEC ↗
60 Janus Henderson Group Plc 30.00K — $1.92M 0.0% n/c 1 SEC ↗
61 Zurcher Kantonalbank (Zurich… 29.38K — $1.89M 0.0% n/c 1 SEC ↗
62 Dimensional Fund Advisors Lp 24.89K — $1.60M 0.0% n/c 1 SEC ↗
63 Bnp Paribas Financial Markets 22.66K — $1.45M 0.0% n/c 1 SEC ↗
64 New York State Common Retirement… 22.55K — $1.45M 0.0% n/c 1 SEC ↗
65 AQR Capital Management ✦ 20.25K +9.2% $1.30M 0.0% ▲ Add 7 SEC ↗ ×4
66 Blair William & Co/Il 20.04K — $1.29M 0.0% n/c 1 SEC ↗
67 Citigroup Inc 18.41K — $1.18M 0.0% n/c 1 SEC ↗ ×2
68 Stifel Financial Corp 18.29K — $1.17M 0.0% n/c 1 SEC ↗
69 Universal- Beteiligungs- und… 17.40K — $1.12M 0.0% n/c 1 SEC ↗
70 Quantinno Capital Management LP 16.17K — $1.04M 0.0% n/c 1 SEC ↗
71 Corient Private Wealth LP 15.60K — $1.00M 0.0% n/c 1 SEC ↗ ×2
72 State Board Of Administration Of… 15.41K — $988,796 0.0% n/c 1 SEC ↗
73 Sumitomo Mitsui Trust Group, Inc. 14.86K — $953,823 0.0% n/c 1 SEC ↗
74 Td Asset Management Inc 14.85K — $952,796 0.0% n/c 1 SEC ↗
75 Cibc World Market Inc. 14.54K — $932,711 0.0% n/c 1 SEC ↗
76 Susquehanna International Group, Llp 14.43K — $926,037 0.0% n/c 1 SEC ↗
77 Truist Financial Corp 13.78K — $884,070 0.0% n/c 1 SEC ↗
78 ProShare Advisors LLC 13.60K — $872,969 0.0% n/c 1 SEC ↗
79 Amundi 11.57K — $742,440 0.0% n/c 1 SEC ↗ ×2
80 Pictet Asset Management Holding SA 10.41K — $668,010 0.0% n/c 1 SEC ↗
81 Cetera Investment Advisers 9.69K — $621,731 0.0% n/c 1 SEC ↗
82 Russell Investments Group, Ltd. 8.63K — $553,734 0.0% n/c 1 SEC ↗ ×3
83 Pnc Financial Services Group, Inc. 6.90K — $442,711 0.0% n/c 1 SEC ↗ ×5
84 Royal Bank Of Canada 6.34K — $407,000 0.0% n/c 1 SEC ↗ ×5
85 Mirae Asset Global Investments Co.… 4.96K — $318,155 0.0% n/c 1 SEC ↗
86 Bank Of Montreal /Can/ 4.89K — $313,535 0.0% n/c 1 SEC ↗ ×3
87 Mackenzie Financial Corp 4.37K — $281,832 0.0% n/c 1 SEC ↗
88 CIBC Asset Management Inc 3.15K — $202,264 0.0% n/c 1 SEC ↗
89 Us Bancorp \De\ 2.72K — $174,799 0.0% n/c 1 SEC ↗ ×2
90 Cwm, Llc 1.91K — $123,000 0.0% n/c 1 SEC ↗
91 BNP Paribas Asset Management… 780 — $50,000 0.0% n/c 1 SEC ↗
92 Fifth Third Bancorp 544 — $34,908 0.0% n/c 1 SEC ↗
93 Osaic Holdings, Inc. 419 — $26,890 0.0% n/c 1 SEC ↗ ×2
94 Mitsubishi UFJ Asset Management… 368 — $24,512 0.0% n/c 1 SEC ↗
95 Danske Bank A/S 300 — $19,251 0.0% n/c 1 SEC ↗
96 Jones Financial Companies Lllp 227 — $14,567 0.0% n/c 1 SEC ↗
97 Optiver Holding B.V. 184 — $11,807 0.0% n/c 1 SEC ↗
98 Assetmark, Inc 83 — $5,326 0.0% n/c 1 SEC ↗
99 Northwestern Mutual Wealth… 38 — $2,438 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Adage Capital Partners $13.07M 0.0%

Exited

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Jul 31 SC 13G/A — MILLENNIUM MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API