STEPSTONE GROUP INC-CLASS A STEP
$41.13
+1.2% 52w: $39.54 – $74.40
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.5456.9774.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
263
+2 QoQ
13F value
$3.98B
-22.4% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
6.9×
$28.2M calls / $4.1M puts
Institutional value by quarter
Number of holders
Who owns STEP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 11.8M | $564.4M | 0.0% | +11.3% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 7.2M | $342.3M | 0.3% | +61.0% |
| Pitcairn Wealth Advisors LLC | Wealth advisor | 4.0M | $259.3M | 23.9% | Held |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 5.2M | $250.1M | 0.0% | -15.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 4.9M | $232.6M | 0.0% | -4.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.5M | $214.0M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.5M | $168.3M | 0.0% | — |
| Capital World Investors | Long only active | 3.3M | $156.1M | 0.0% | +7.0% |
| STATE STREET CORP | Index provider | 2.9M | $136.9M | 0.0% | +4.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 2.0M | $93.8M | 0.1% | +22.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.0M | $93.1M | 0.0% | +9.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 1.9M | $91.4M | 0.3% | +185.7% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $68.8M | 0.0% | +27.0% |
| Balyasny Asset Management L.P. | Multistrat pod | 1.4M | $68.0M | 0.1% | +131.0% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Other | 1.3M | $63.1M | 0.1% | +549.6% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Other | 1.2M | $56.2M | 0.2% | +49.8% |
| FMR LLC | Long only active | 995.2K | $47.5M | 0.0% | -3.5% |
| FRANKLIN RESOURCES INC | Long only active | 977.4K | $46.6M | 0.0% | -17.4% |
| WASATCH ADVISORS LP | Other | 921.7K | $44.0M | 0.3% | +0.5% |
| SAMLYN CAPITAL, LLC ★2 | Fundamental diversified | 895.4K | $42.7M | 0.7% | New |
| Junto Capital Management LP | Other | 855.7K | $40.8M | 0.9% | New |
| BAMCO INC /NY/ | Other | 830.6K | $39.6M | 0.1% | +13.7% |
| Capital Research Global Investors | Long only active | 794.9K | $37.9M | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 747.0K | $35.6M | 0.0% | -5.8% |
| NORTHERN TRUST CORP | Index provider | 727.0K | $34.7M | 0.0% | +6.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 734.0K | $34.6M | 0.0% | -8.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 650.6K | $31.0M | 0.0% | -3.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 583.6K | $27.8M | 0.0% | +185.4% |
| UBS Group AG | Bank broker | 520.4K | $24.8M | 0.0% | +43.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 514.0K | $24.5M | 0.0% | — |
| FRED ALGER MANAGEMENT, LLC | Other | 512.2K | $24.4M | 0.1% | -43.5% |
| Invesco Ltd. | Index provider | 500.7K | $23.9M | 0.0% | -87.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 491.7K | $23.5M | 0.0% | -2.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 433.2K | $20.7M | 0.1% | +17.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 414.7K | $19.8M | 0.0% | +53.6% |
| SG Americas Securities, LLC | Diversified mechanical | 402.2K | $19.2M | 0.0% | +1314.5% |
| TimesSquare Capital Management, LLC | Other | 390.8K | $18.6M | 0.3% | +10.5% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 360.3K | $17.2M | 0.0% | +3.5% |
| LAZARD ASSET MANAGEMENT LLC | Diversified mechanical | 332.3K | $15.9M | 0.0% | +95.6% |
| Grantham, Mayo, Van Otterloo & Co. LLC | Other | 312.0K | $14.9M | 0.0% | -11.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 307.7K | $14.7M | 0.0% | +19.1% |
| Nuveen, LLC | Diversified mechanical | 299.4K | $14.3M | 0.0% | +0.2% |
| Squarepoint Ops LLC | Quant stat arb | 282.2K | $13.5M | 0.0% | New |
| Tidal Investments LLC | Diversified mechanical | 281.3K | $13.4M | 0.0% | +21.5% |
| Public Sector Pension Investment Board | Pension sovereign | 263.8K | $12.6M | 0.0% | +4.7% |
| SEGALL BRYANT & HAMILL, LLC | Other | 256.3K | $12.2M | 0.2% | -4.9% |
| Engle Capital Management, L.P. ★2 | Fundamental concentrated | 237.2K | $11.3M | 3.9% | +82.5% |
| Inherent Management Corp. | Wealth advisor | 233.7K | $11.2M | 5.7% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 223.0K | $10.6M | 0.0% | -18.3% |
| Granahan Investment Management, LLC | Other | 211.6K | $10.1M | 0.5% | -26.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding STEP
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD