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Security record · archived quarter

STEP

StepStone Group Inc. · Financial Services · Asset Management

49.77 +1.2% mkt cap $6.42B quote delayed (FMP) · as of Aug 25 22:08 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 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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 10.63M +3.4% $681.83M 0.0% ▲ Add 3 SEC ↗
16 The Vanguard Group (passive) 8.45M +9.4% $542.23M 0.0% ▲ Add 3 SEC ↗
17 The Vanguard Group (passive) 8.45M +9.4% $542.23M 0.0% ▲ Add 3 SEC ↗
18 The Vanguard Group (passive) 8.45M +9.4% $542.23M 0.0% ▲ Add 3 SEC ↗
19 The Vanguard Group (passive) 8.45M +9.4% $542.23M 0.0% ▲ Add 3 SEC ↗
20 The Vanguard Group (passive) 8.45M +9.4% $542.23M 0.0% ▲ Add 3 SEC ↗
21 Wellington Management 6.23M +8.8% $399.63M 0.1% ▲ Add 7 SEC ↗
22 Wellington Management 6.23M +8.8% $399.63M 0.1% ▲ Add 7 SEC ↗
23 Wellington Management 6.23M +8.8% $399.63M 0.1% ▲ Add 7 SEC ↗
24 Wellington Management 6.23M +8.8% $399.63M 0.1% ▲ Add 7 SEC ↗
25 T. Rowe Price 5.10M +16.5% $327.44M 0.0% ▲ Add 7 SEC ↗
26 T. Rowe Price 5.10M +16.5% $327.44M 0.0% ▲ Add 7 SEC ↗
27 Millennium Management 4.46M +14.4% $285.95M 0.2% ▲ Add 7 SEC ↗
28 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
29 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
30 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
31 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
32 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
33 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
34 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
35 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
36 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
37 Invesco Ltd. 4.01M $257.08M 0.0% n/c 1 SEC ↗
38 Capital World Investors 3.06M +3.2% $196.15M 0.0% ▲ Add 7 SEC ↗
39 State Street Global Advisors (passive) 2.76M -0.1% $176.79M 0.0% ▼ Trim 5 SEC ↗
40 Geode Capital Management (passive) 1.78M +3.1% $114.03M 0.0% ▲ Add 7 SEC ↗
41 Geode Capital Management (passive) 1.78M +3.1% $114.03M 0.0% ▲ Add 7 SEC ↗
42 Citadel Advisors 1.60M +6.0% $102.62M 0.1% ▲ Add 7 SEC ↗
43 Citadel Advisors 1.60M +6.0% $102.62M 0.1% ▲ Add 7 SEC ↗
44 Franklin Resources Inc 1.18M $75.90M 0.0% n/c 1 SEC ↗
45 Franklin Resources Inc 1.18M $75.90M 0.0% n/c 1 SEC ↗
46 Franklin Resources Inc 1.18M $75.90M 0.0% n/c 1 SEC ↗
47 Franklin Resources Inc 1.18M $75.90M 0.0% n/c 1 SEC ↗
48 Franklin Resources Inc 1.18M $75.90M 0.0% n/c 1 SEC ↗
49 Alliancebernstein L.P. 1.17M $75.24M 0.0% n/c 1 SEC ↗
50 JPMorgan Chase 1.17M -57.6% $74.79M 0.0% ▼ Trim 2 SEC ↗
51 JPMorgan Chase 1.17M -57.6% $74.79M 0.0% ▼ Trim 2 SEC ↗
52 JPMorgan Chase 1.17M -57.6% $74.79M 0.0% ▼ Trim 2 SEC ↗
53 JPMorgan Chase 1.17M -57.6% $74.79M 0.0% ▼ Trim 2 SEC ↗
54 Fidelity (FMR) 1.03M -43.7% $66.15M 0.0% ▼ Trim 3 SEC ↗
55 Fidelity (FMR) 1.03M -43.7% $66.15M 0.0% ▼ Trim 3 SEC ↗
56 Fidelity (FMR) 1.03M -43.7% $66.15M 0.0% ▼ Trim 3 SEC ↗
57 Fidelity (FMR) 1.03M -43.7% $66.15M 0.0% ▼ Trim 3 SEC ↗
58 Raymond James Financial Inc 801.58K $51.61M 0.0% n/c 1 SEC ↗
59 Raymond James Financial Inc 801.58K $51.61M 0.0% n/c 1 SEC ↗
60 Raymond James Financial Inc 801.58K $51.61M 0.0% n/c 1 SEC ↗
61 Raymond James Financial Inc 801.58K $51.61M 0.0% n/c 1 SEC ↗
62 Ameriprise Financial Inc 803.49K $51.56M 0.0% n/c 1 SEC ↗
63 Ameriprise Financial Inc 803.49K $51.56M 0.0% n/c 1 SEC ↗
64 Ameriprise Financial Inc 803.49K $51.56M 0.0% n/c 1 SEC ↗
65 Ameriprise Financial Inc 803.49K $51.56M 0.0% n/c 1 SEC ↗
66 Ameriprise Financial Inc 803.49K $51.56M 0.0% n/c 1 SEC ↗
67 Capital Research Global Investors 794.88K $51.01M 0.0% n/c 1 SEC ↗
68 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
69 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
70 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
71 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
72 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
73 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
74 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
75 Morgan Stanley 793.15K +45.7% $50.90M 0.0% ▲ Add 2 SEC ↗
76 Bamco Inc /Ny/ 730.56K $46.88M 0.1% n/c 1 SEC ↗
77 Northern Trust Corp 679.80K $43.62M 0.0% n/c 1 SEC ↗
78 Northern Trust Corp 679.80K $43.62M 0.0% n/c 1 SEC ↗
79 Northern Trust Corp 679.80K $43.62M 0.0% n/c 1 SEC ↗
80 Northern Trust Corp 679.80K $43.62M 0.0% n/c 1 SEC ↗
81 Northern Trust Corp 679.80K $43.62M 0.0% n/c 1 SEC ↗
82 Northern Trust Corp 679.80K $43.62M 0.0% n/c 1 SEC ↗
83 Charles Schwab Investment… 674.91K $43.31M 0.0% n/c 1 SEC ↗
84 Balyasny Asset Management L.P. 617.25K $39.61M 0.1% n/c 1 SEC ↗
85 Holocene Advisors, LP 549.23K $35.24M 0.1% n/c 1 SEC ↗
86 Voya Investment Management Llc 523.66K $33.60M 0.0% n/c 1 SEC ↗
87 Voya Investment Management Llc 523.66K $33.60M 0.0% n/c 1 SEC ↗
88 Voya Investment Management Llc 523.66K $33.60M 0.0% n/c 1 SEC ↗
89 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
90 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
91 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
92 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
93 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
94 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
95 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
96 Bank of New York Mellon Corp 505.67K $32.45M 0.0% n/c 1 SEC ↗
97 Massachusetts Financial Services Co… 461.04K $29.58M 0.0% n/c 1 SEC ↗
98 Neuberger Berman Group LLC 404.67K $25.97M 0.0% n/c 1 SEC ↗
99 Neuberger Berman Group LLC 404.67K $25.97M 0.0% n/c 1 SEC ↗
100 Loomis Sayles & Co L P 381.77K $24.50M 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

No new tracked buyers this quarter.

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.

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