Запись по ценной бумаге · архивный квартал
STEP
StepStone Group Inc. · Financial Services · Asset Management
102Отслеживаемые держатели
+2Δ держателей
61.69MАкций в держании
$2.94BОтчётная стоимость
+11Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.0% ·
поток акций -0.1% ·
новые чистые позиции +2.0%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Millennium Management ✦ | 7.17M | +61.0% | $342.32M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 19 | Wellington Management ✦ | 5.24M | -15.9% | $250.06M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 20 | Wellington Management ✦ | 5.24M | -15.9% | $250.06M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Wellington Management ✦ | 5.24M | -15.9% | $250.06M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Wellington Management ✦ | 5.24M | -15.9% | $250.06M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 4.87M | -4.5% | $232.58M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 4.87M | -4.5% | $232.58M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Vanguard Capital Management Llc | 3.53M | — | $168.26M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Capital World Investors ✦ | 3.27M | +7.0% | $156.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (пассивный) | 2.87M | +4.2% | $136.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 1.96M | +22.9% | $93.76M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 1.96M | +22.9% | $93.76M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 30 | Geode Capital Management ✦ (пассивный) | 1.95M | +9.8% | $93.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Geode Capital Management ✦ (пассивный) | 1.95M | +9.8% | $93.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Balyasny Asset Management L.P. | 1.43M | +131.0% | $68.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Adage Capital Partners ✦ | 1.32M | +549.6% | $63.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 995.15K | -3.5% | $47.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 995.15K | -3.5% | $47.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 995.15K | -3.5% | $47.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 995.15K | -3.5% | $47.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Franklin Resources Inc | 977.42K | -17.4% | $46.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Franklin Resources Inc | 977.42K | -17.4% | $46.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Franklin Resources Inc | 977.42K | -17.4% | $46.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 977.42K | -17.4% | $46.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Franklin Resources Inc | 977.42K | -17.4% | $46.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bamco Inc /Ny/ | 830.57K | +13.7% | $39.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Capital Research Global Investors | 794.88K | 0.0% | $37.93M | 0.0% | Held | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 747.05K | -5.8% | $35.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 747.05K | -5.8% | $35.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 747.05K | -5.8% | $35.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 747.05K | -5.8% | $35.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 747.05K | -5.8% | $35.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 747.05K | -5.8% | $35.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Northern Trust Corp | 727.04K | +7.0% | $34.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 727.04K | +7.0% | $34.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 727.04K | +7.0% | $34.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Northern Trust Corp | 727.04K | +7.0% | $34.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Northern Trust Corp | 727.04K | +7.0% | $34.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Raymond James Financial Inc | 734.00K | -8.4% | $34.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Raymond James Financial Inc | 734.00K | -8.4% | $34.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Raymond James Financial Inc | 734.00K | -8.4% | $34.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Raymond James Financial Inc | 734.00K | -8.4% | $34.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Raymond James Financial Inc | 734.00K | -8.4% | $34.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Charles Schwab Investment… | 650.63K | -3.6% | $31.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 583.61K | +185.4% | $27.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 583.61K | +185.4% | $27.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | UBS Group AG | 520.41K | +43.2% | $24.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | UBS Group AG | 520.41K | +43.2% | $24.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | UBS Group AG | 520.41K | +43.2% | $24.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Invesco Ltd. | 500.65K | -87.5% | $23.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Invesco Ltd. | 500.65K | -87.5% | $23.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Invesco Ltd. | 500.65K | -87.5% | $23.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Invesco Ltd. | 500.65K | -87.5% | $23.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Invesco Ltd. | 500.65K | -87.5% | $23.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Invesco Ltd. | 500.65K | -87.5% | $23.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 414.72K | +53.6% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 414.72K | +53.6% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 414.72K | +53.6% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 414.72K | +53.6% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Principal Financial Group Inc | 360.25K | +3.5% | $17.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Principal Financial Group Inc | 360.25K | +3.5% | $17.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Lazard Asset Management Llc | 332.33K | +95.7% | $15.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Grantham, Mayo, Van Otterloo & Co.… | 312.01K | -11.4% | $14.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Rockefeller Capital Management L.P. | 307.71K | +19.1% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Rockefeller Capital Management L.P. | 307.71K | +19.1% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 307.71K | +19.1% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Nuveen, LLC | 299.44K | +0.2% | $14.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Nuveen, LLC | 299.44K | +0.2% | $14.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Holocene Advisors, LP | $35.24M | составлял 0.1% |
| Massachusetts Financial… | $29.58M | составлял 0.0% |
| Loomis Sayles & Co L P | $24.50M | составлял 0.0% |
| HighTower Advisors, LLC | $2.86M | составлял 0.0% |
| Credit Agricole S A | $2.46M | составлял 0.0% |
| Td Asset Management Inc | $952,796 | составлял 0.0% |
| Mirae Asset Global… | $318,155 | составлял 0.0% |
| CIBC Asset Management Inc | $202,264 | составлял 0.0% |
| Optiver Holding B.V. | $11,807 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 262 держатели, 80.54M акции, $3.66B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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