StepStone Group Ownership 2024 | Who Owns StepStone Group Now?
Institutional Ownership
95.44%
Insider Ownership
19.13%
Retail Ownership
-14.57%
Institutional Holders
182.00
StepStone Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 12.53% | 0.01% | 7,954,987 | 4,095,941 | 106.14% | 365,054,353 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.97% | 0.01% | 6,328,089 | 1,050,028 | 19.89% | 290,396,004 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 9.01% | 0.05% | 5,719,116 | -2,386,281 | -29.44% | 262,450,234 | Jun 30, 2024 |
FMR LLC | 6.08% | 0.01% | 3,858,182 | -19,875 | -0.51% | 177,051,971 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5.51% | 0.02% | 3,499,275 | 2,648,812 | 311.46% | 160,583,000 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 4.00% | 0.02% | 2,540,228 | - | - | 116,571,063 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.78% | 0.07% | 2,400,825 | -620,572 | -20.54% | 110,174,000 | Jun 30, 2024 |
FRED ALGER MANAGEMENT, LLC | 3.69% | 0.52% | 2,344,898 | -281,800 | -10.73% | 107,607,370 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 3.65% | 0.01% | 2,317,471 | -569,630 | -19.73% | 106,348,744 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 3.42% | 0.03% | 2,172,226 | 429,772 | 24.66% | 99,683,451 | Jun 30, 2024 |
STATE STREET CORP | 3.36% | 0.00% | 2,135,794 | 798,144 | 59.67% | 98,011,587,000 | Jun 30, 2024 |
WASATCH ADVISORS LP | 2.72% | 0.42% | 1,728,790 | -1,219,875 | -41.37% | 79,334,173 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 2.40% | 0.03% | 1,526,327 | -1,348,690 | -46.91% | 70,043,146 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.96% | 0.01% | 1,241,661 | 10,809 | 0.88% | 56,990,057 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.76% | 0.01% | 1,115,384 | 225,201 | 25.30% | 51,184,969 | Jun 30, 2024 |
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 1.41% | 0.14% | 896,500 | 40,204 | 4.70% | 41,140,385 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.26% | 0.01% | 800,909 | 60,339 | 8.15% | 36,753,152 | Jun 30, 2024 |
INVESCO LTD. | 1.24% | 0.01% | 788,805 | 649,506 | 466.27% | 36,198,262 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.15% | 0.01% | 728,532 | 100,000 | 15.91% | 33,432,333 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 1.13% | 0.01% | 719,291 | 347,858 | 93.65% | 33,008,264 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INHERENT GROUP, LP | 0.26% | 6.73% | 166,771 | -50,000 | -23.07% | 7,653,121 | Jun 30, 2024 |
EAM INVESTORS, LLC | 0.15% | 0.73% | 98,015 | 98,015 | 100.00% | 4,497,908 | Jun 30, 2024 |
FRED ALGER MANAGEMENT, LLC | 3.69% | 0.52% | 2,344,898 | -281,800 | -10.73% | 107,607,370 | Jun 30, 2024 |
WASATCH ADVISORS LP | 2.72% | 0.42% | 1,728,790 | -1,219,875 | -41.37% | 79,334,173 | Jun 30, 2024 |
CLARIVEST ASSET MANAGEMENT LLC | 0.11% | 0.32% | 68,351 | 68,351 | 100.00% | 3,136,627 | Jun 30, 2024 |
KEEBECK WEALTH MANAGEMENT, LLC | 0.06% | 0.24% | 34,987 | -11,336 | -24.47% | 1,605,553 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.01% | 0.22% | 3,270 | 3,270 | 100.00% | 150,060 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.32% | 0.16% | 200,433 | -78,549 | -28.16% | 9,197,870 | Jun 30, 2024 |
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 1.41% | 0.14% | 896,500 | 40,204 | 4.70% | 41,140,385 | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | 0.55% | 0.09% | 350,360 | 81,390 | 30.26% | 17,250,850 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.16% | 0.08% | 98,998 | 98,998 | 100.00% | 4,543,018 | Jun 30, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.91% | 0.07% | 580,052 | -28,777 | -4.73% | 26,618,586 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.78% | 0.07% | 2,400,825 | -620,572 | -20.54% | 110,174,000 | Jun 30, 2024 |
WINTON GROUP LTD | 0.03% | 0.06% | 19,537 | 19,537 | 100.00% | 896,553 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.01% | 0.06% | 6,600 | 6,600 | 100.00% | 302,874 | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | 0.01% | 0.05% | 6,841 | 6,841 | 100.00% | 313,933 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | 0.41% | 0.05% | 258,193 | 47,114 | 22.32% | 11,848,477 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 9.01% | 0.05% | 5,719,116 | -2,386,281 | -29.44% | 262,450,234 | Jun 30, 2024 |
LOOMIS SAYLES & CO L P | 1.12% | 0.04% | 711,443 | -18,174 | -2.49% | 32,648,000 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.02% | 0.04% | 13,943 | 13,943 | 100.00% | 640,000 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 12.53% | 0.01% | 7,954,987 | 4,095,941 | 106.14% | 365,054,353 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5.51% | 0.02% | 3,499,275 | 2,648,812 | 311.46% | 160,583,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.97% | 0.01% | 6,328,089 | 1,050,028 | 19.89% | 290,396,004 | Jun 30, 2024 |
STATE STREET CORP | 3.36% | 0.00% | 2,135,794 | 798,144 | 59.67% | 98,011,587,000 | Jun 30, 2024 |
INVESCO LTD. | 1.24% | 0.01% | 788,805 | 649,506 | 466.27% | 36,198,262 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 3.42% | 0.03% | 2,172,226 | 429,772 | 24.66% | 99,683,451 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 1.13% | 0.01% | 719,291 | 347,858 | 93.65% | 33,008,264 | Jun 30, 2024 |
MORGAN STANLEY | 0.67% | 0.00% | 427,560 | 291,720 | 214.75% | 19,620,783 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.95% | 0.01% | 602,299 | 273,410 | 83.13% | 27,639,501 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.46% | 0.01% | 291,530 | 264,811 | 991.10% | 13,378,312,000 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.38% | 0.02% | 239,311 | 239,311 | 100.00% | 10,981,982 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.76% | 0.01% | 1,115,384 | 225,201 | 25.30% | 51,184,969 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 0.25% | 0.01% | 160,682 | 159,816 | 18454.50% | 7,374,000 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.21% | 0.00% | 133,248 | 133,248 | 100.00% | 6,114,751 | Jun 30, 2024 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.18% | 0.03% | 114,485 | 114,485 | 100.00% | 5,253,717 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.15% | 0.01% | 728,532 | 100,000 | 15.91% | 33,432,333 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.16% | 0.08% | 98,998 | 98,998 | 100.00% | 4,543,018 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.23% | 0.00% | 148,485 | 98,434 | 196.67% | 6,813,979 | Jun 30, 2024 |
EAM INVESTORS, LLC | 0.15% | 0.73% | 98,015 | 98,015 | 100.00% | 4,497,908 | Jun 30, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | 0.20% | 0.01% | 126,617 | 97,401 | 333.38% | 5,810,000 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP | 9.01% | 0.05% | 5,719,116 | -2,386,281 | -29.44% | 262,450,234 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 2.40% | 0.03% | 1,526,327 | -1,348,690 | -46.91% | 70,043,146 | Jun 30, 2024 |
WASATCH ADVISORS LP | 2.72% | 0.42% | 1,728,790 | -1,219,875 | -41.37% | 79,334,173 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.78% | 0.07% | 2,400,825 | -620,572 | -20.54% | 110,174,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 3.65% | 0.01% | 2,317,471 | -569,630 | -19.73% | 106,348,744 | Jun 30, 2024 |
FRED ALGER MANAGEMENT, LLC | 3.69% | 0.52% | 2,344,898 | -281,800 | -10.73% | 107,607,370 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.09% | 0.00% | 58,001 | -102,443 | -63.85% | 2,661,666 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.01% | 0.00% | 6,068 | -98,130 | -94.18% | 278,461 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -83,596 | -100.00% | - | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.32% | 0.16% | 200,433 | -78,549 | -28.16% | 9,197,870 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.16% | 0.00% | 101,722 | -73,776 | -42.04% | 4,668,023 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.35% | 0.01% | 224,597 | -63,862 | -22.14% | 10,306,000 | Jun 30, 2024 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.14% | 0.02% | 88,349 | -60,460 | -40.63% | 4,054,336 | Jun 30, 2024 |
INHERENT GROUP, LP | 0.26% | 6.73% | 166,771 | -50,000 | -23.07% | 7,653,121 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.81% | 0.00% | 512,089 | -45,734 | -8.20% | 23,499,764 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | 0.00% | 26,026 | -41,943 | -61.71% | 1,194,333 | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | 0.17% | 0.01% | 108,495 | -34,343 | -24.04% | 4,961,222 | Jun 30, 2024 |
BARCLAYS PLC | 0.04% | 0.00% | 23,924 | -31,126 | -56.54% | 1,098,000 | Jun 30, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.91% | 0.07% | 580,052 | -28,777 | -4.73% | 26,618,586 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -27,152 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PRUDENTIAL FINANCIAL INC | 0.38% | 0.02% | 239,311 | 239,311 | 100.00% | 10,981,982 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.21% | 0.00% | 133,248 | 133,248 | 100.00% | 6,114,751 | Jun 30, 2024 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.18% | 0.03% | 114,485 | 114,485 | 100.00% | 5,253,717 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.16% | 0.08% | 98,998 | 98,998 | 100.00% | 4,543,018 | Jun 30, 2024 |
EAM INVESTORS, LLC | 0.15% | 0.73% | 98,015 | 98,015 | 100.00% | 4,497,908 | Jun 30, 2024 |
CLARIVEST ASSET MANAGEMENT LLC | 0.11% | 0.32% | 68,351 | 68,351 | 100.00% | 3,136,627 | Jun 30, 2024 |
PENSERRA CAPITAL MANAGEMENT LLC | 0.09% | 0.03% | 58,396 | 58,396 | 100.00% | 2,680,000 | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | 0.08% | 0.02% | 50,000 | 50,000 | 100.00% | 2,294,500 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.07% | 0.01% | 43,062 | 43,062 | 100.00% | 1,976,115 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 0.05% | 0.00% | 32,559 | 32,559 | 100.00% | 1,494,135 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 31,003 | 31,003 | 100.00% | 1,422,728 | Jun 30, 2024 |
STATE OF ALASKA, DEPARTMENT OF REVENUE | 0.05% | 0.02% | 30,541 | 30,541 | 100.00% | 1,401,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 27,659 | 27,659 | 100.00% | 1,269,272 | Jun 30, 2024 |
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 0.04% | 0.02% | 26,200 | 26,200 | 100.00% | 1,202,318 | Jun 30, 2024 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 0.04% | 0.01% | 25,552 | 25,552 | 100.00% | 1,173,000 | Jun 30, 2024 |
NORGES BANK | 0.03% | 0.00% | 21,300 | 21,300 | 100.00% | 977,457 | Jun 30, 2024 |
YOUSIF CAPITAL MANAGEMENT, LLC | 0.03% | 0.01% | 20,797 | 20,797 | 100.00% | 954,374 | Jun 30, 2024 |
WINTON GROUP LTD | 0.03% | 0.06% | 19,537 | 19,537 | 100.00% | 896,553 | Jun 30, 2024 |
COMERICA BANK | 0.03% | 0.00% | 18,956 | 18,956 | 100.00% | 869,902 | Jun 30, 2024 |
MARYLAND STATE RETIREMENT & PENSION SYSTEM | 0.03% | 0.02% | 18,137 | 18,137 | 100.00% | 832,307 | Jun 30, 2024 |
CIBC WORLD MARKET INC. | 0.03% | 0.00% | 17,877 | 17,877 | 100.00% | 820,000 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.02% | 0.04% | 13,943 | 13,943 | 100.00% | 640,000 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.02% | 0.00% | 13,787 | 13,787 | 100.00% | 632,702 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.02% | 0.00% | 13,262 | 13,262 | 100.00% | 608,593 | Jun 30, 2024 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 0.02% | 0.01% | 12,600 | 12,600 | 100.00% | 578,214 | Jun 30, 2024 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.02% | 0.00% | 11,600 | 11,600 | 100.00% | 532,000 | Jun 30, 2024 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 0.02% | 0.00% | 11,209 | 11,209 | 100.00% | 514,381 | Jun 30, 2024 |
STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.02% | 0.00% | 10,800 | 10,800 | 100.00% | 495,612 | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | 0.01% | 0.04% | 8,821 | 8,821 | 100.00% | 404,796 | Jun 30, 2024 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 0.01% | 0.00% | 8,550 | 8,550 | 100.00% | 392,360 | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | 0.01% | 0.00% | 8,134 | 8,134 | 100.00% | 373,269 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 7,083 | 7,083 | 100.00% | 325,055 | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | 0.01% | 0.05% | 6,841 | 6,841 | 100.00% | 313,933 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.01% | 0.06% | 6,600 | 6,600 | 100.00% | 302,874 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.01% | 0.00% | 6,100 | 6,100 | 100.00% | 279,929 | Jun 30, 2024 |
XTX TOPCO LTD | 0.01% | 0.02% | 5,787 | 5,787 | 100.00% | 265,565 | Jun 30, 2024 |
MARINER, LLC | 0.01% | 0.00% | 5,617 | 5,617 | 100.00% | 257,744 | Jun 30, 2024 |
PDT PARTNERS, LLC | 0.01% | 0.02% | 5,100 | 5,100 | 100.00% | 234,039 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.01% | 0.00% | 5,015 | 5,015 | 100.00% | 229,000 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.01% | 0.00% | 4,900 | 4,900 | 100.00% | 225,939 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.01% | 0.00% | 4,501 | 4,501 | 100.00% | 206,000 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.01% | 0.22% | 3,270 | 3,270 | 100.00% | 150,060 | Jun 30, 2024 |
KBC GROUP NV | 0.00% | 0.00% | 1,356 | 1,356 | 100.00% | 62,000 | Jun 30, 2024 |
GEN-WEALTH PARTNERS INC | 0.00% | 0.02% | 805 | 805 | 100.00% | 36,941 | Jun 30, 2024 |
CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 291 | 291 | 100.00% | 13,354 | Jun 30, 2024 |
HILLSDALE INVESTMENT MANAGEMENT INC. | 0.00% | 0.00% | 170 | 170 | 100.00% | 7,801 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 77 | 77 | 100.00% | 3,534 | Jun 30, 2024 |
UMB BANK, N.A. | 0.00% | - | 51 | 51 | 100.00% | 2,340 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | - | 0.00% | 26 | 26 | 100.00% | 1,194 | Jun 30, 2024 |
VENTURI WEALTH MANAGEMENT, LLC | - | 0.00% | 22 | 22 | 100.00% | 1,010 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 17 | 17 | 100.00% | 776 | Jun 30, 2024 |
FIFTH THIRD BANCORP | - | - | 13 | 13 | 100.00% | 597 | Jun 30, 2024 |
DINUZZO PRIVATE WEALTH, INC. | - | - | 5 | 5 | 100.00% | 230 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -83,596 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -27,152 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -23,922 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -9,369 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -9,145 | -100.00% | - | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
MQS MANAGEMENT LLC | - | - | - | -6,805 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -5,821 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -3,451 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,883 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -339 | -100.00% | - | Jun 30, 2024 |
StepStone Group Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
LIBERTY ALL STAR GROWTH FUND INC. | 1.06% | 133,697 | -314 | -0.23% | Dec 31, 2023 |
HARTFORD HLS SERIES FUND II INC | 0.72% | 177,654 | 144,054 | 428.73% | Dec 31, 2023 |
ALGER FUNDS | 0.69% | 663,400 | -167,803 | -20.19% | Jan 31, 2024 |
Alger ETF Trust | 0.45% | 3,169 | -669 | -17.43% | Dec 31, 2023 |
T. Rowe Price Financial Services Fund, Inc. | 0.37% | 303,200 | - | - | Mar 31, 2024 |
ALGER FUNDS II | 0.30% | 67,849 | -35,079 | -34.08% | Jan 31, 2024 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.26% | 939,585 | -1,100 | -0.12% | Mar 31, 2024 |
Voya VARIABLE PRODUCTS TRUST | 0.23% | 82,127 | - | - | Mar 31, 2024 |
VANGUARD EXPLORER FUND | 0.23% | 2,810,750 | -350,605 | -11.09% | Jan 31, 2024 |
WASATCH FUNDS TRUST | 0.20% | 1,808,043 | - | - | Mar 31, 2024 |
Voya EQUITY TRUST | 0.10% | 151,118 | - | - | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.08% | 39,484 | - | - | Mar 31, 2024 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.07% | 567,575 | -600 | -0.11% | Mar 31, 2024 |
Federated Hermes MDT Series | 0.06% | 138,820 | - | - | Jan 31, 2024 |
SMALLCAP WORLD FUND INC | 0.04% | 3,168,760 | - | - | Mar 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.04% | 2,490 | - | - | Feb 29, 2024 |
AB CAP FUND, INC. | 0.04% | 1,392,791 | -79,080 | -5.37% | Jan 31, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.04% | 436,434 | - | - | Mar 31, 2024 |
FRANKLIN STRATEGIC SERIES | 0.03% | 284,720 | - | - | Jan 31, 2024 |
ALPS Variable Investment Trust | 0.02% | 5,900 | -800 | -11.94% | Dec 31, 2023 |
HARBOR FUNDS | 0.02% | 392,143 | - | - | Jan 31, 2024 |
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.02% | 21,087 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 95,143 | -3,778 | -3.82% | Mar 31, 2024 |
T. Rowe Price New Horizons Fund, Inc. | 0.02% | 76,081 | 76,081 | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,219 | -100 | -1.20% | Mar 31, 2024 |
MFS SERIES TRUST I | 0.01% | 255,010 | - | - | Feb 29, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 26,139 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 4,724,060 | -741,719 | -13.57% | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.01% | 1,012,575 | 29,900 | 3.04% | Jan 31, 2024 |
FIDELITY PURITAN TRUST | 0.01% | 556,947 | -33,104 | -5.61% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 83,651 | -3,325 | -3.82% | Mar 31, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 32,720 | 32,720 | - | Mar 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.01% | 28,437 | 465 | 1.66% | Feb 29, 2024 |
DRIEHAUS MUTUAL FUNDS | 0.01% | 79,123 | - | - | Mar 28, 2024 |
Federated Hermes Equity Funds | 0.01% | 170,000 | - | - | Jan 31, 2024 |
Humankind Benefit Corp | 0.01% | 186 | 14 | 8.14% | Dec 31, 2023 |
FEDERATED HERMES INSURANCE SERIES | 0.01% | 36,800 | - | - | Mar 31, 2024 |
IndexIQ ETF Trust | 0.01% | 17,270 | - | - | Jan 31, 2024 |
Harbor ETF Trust | 0.01% | 34,150 | 7,188 | 26.66% | Jan 31, 2024 |
Fidelity Central Investment Portfolios LLC | 0.01% | 325,072 | - | - | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,257 | - | - | Mar 31, 2024 |
Segall Bryant & Hamill Trust | 0.01% | 95,356 | 1,261 | 1.34% | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 197,459 | -3,729 | -1.85% | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 17,637 | 6,120 | 53.14% | Jan 31, 2024 |
HARTFORD SERIES FUND INC | 0.00% | 184,742 | 184,742 | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 90,523 | -3,600 | -3.82% | Mar 31, 2024 |
JOHN HANCOCK INVESTMENT TRUST II | 0.00% | 1,793 | - | - | Jan 31, 2024 |
AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.00% | 18,221 | -3,292 | -15.30% | Mar 31, 2024 |
ALGER PORTFOLIOS | 0.00% | 1,397 | - | - | Dec 31, 2023 |
FIDELITY DEVONSHIRE TRUST | 0.00% | 36,696 | -1,600 | -4.18% | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 34,413 | - | - | Mar 31, 2024 |
MFS VARIABLE INSURANCE TRUST | 0.00% | 102,807 | - | - | Mar 31, 2024 |
T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 39,989 | -1,509 | -3.64% | Feb 29, 2024 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.00% | 27,765 | - | - | Jan 31, 2024 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 175,900 | 67,200 | 61.82% | Feb 29, 2024 |
MML SERIES INVESTMENT FUND | 0.00% | 25,450 | -2,112 | -7.66% | Dec 31, 2023 |
FIDELITY CONCORD STREET TRUST | 0.00% | 493,975 | 19,838 | 4.18% | Feb 29, 2024 |
AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 22,644 | - | - | Feb 29, 2024 |
MAINSTAY VP FUNDS TRUST | 0.00% | 254,009 | 163,765 | 181.47% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 5,363 | - | - | Mar 31, 2024 |
WILLIAM BLAIR FUNDS | 0.00% | 191,990 | 9,410 | 5.15% | Mar 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 23,606 | - | - | Mar 31, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 208,685 | 10,393 | 5.24% | Mar 31, 2024 |
JPMorgan Trust I | 0.00% | 1,975,294 | - | - | Jan 31, 2024 |
PUTNAM FUNDS TRUST | 0.00% | 353,707 | - | - | Jan 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 136,581 | 22,117 | 19.32% | Jan 31, 2024 |
TIMOTHY PLAN | 0.00% | 7,525 | 1,008 | 15.47% | Mar 31, 2024 |
Forethought Variable Insurance Trust | 0.00% | 5,773 | - | - | Mar 28, 2024 |
CARILLON SERIES TRUST | 0.00% | 73,508 | 73,508 | - | Mar 31, 2024 |
PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 96,885 | - | - | Feb 29, 2024 |
Voya INVESTORS TRUST | 0.00% | 68,891 | -10,950 | -13.71% | Mar 31, 2024 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 263,955 | - | - | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 31,842 | -2,635 | -7.64% | Mar 31, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 17,934 | -4,170 | -18.87% | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 5,813 | - | - | Aug 31, 2023 |
John Hancock Exchange-Traded Fund Trust | 0.00% | 5,087 | - | - | Jan 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 866 | 866 | - | Mar 28, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 13,042 | -156 | -1.18% | Jan 31, 2024 |
BNY MELLON FUNDS TRUST | 0.00% | 46,823 | 46,823 | - | Feb 29, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 14,452 | 384 | 2.73% | Mar 31, 2024 |
HARTFORD MUTUAL FUNDS II INC | 0.00% | 101,078 | 55,090 | 119.79% | Jan 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 363,789 | 37,991 | 11.66% | Feb 29, 2024 |
T. Rowe Price Equity Series, Inc. | 0.00% | 925 | - | - | Mar 31, 2024 |
Global X Funds | 0.00% | 24,644 | 722 | 3.02% | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 17,638 | -3,816 | -17.79% | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,632 | -21 | -0.79% | Mar 31, 2024 |
Fidelity Rutland Square Trust II | 0.00% | 653,259 | 17,470 | 2.75% | Feb 29, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 89,539 | - | - | Feb 29, 2024 |
LAZARD FUNDS INC | 0.00% | 19,821 | 7,152 | 56.45% | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 211,128 | 60,027 | 39.73% | Jan 31, 2024 |
Chartwell Funds | 0.00% | 9,572 | 384 | 4.18% | Jun 30, 2022 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 2,392 | 736 | 44.44% | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 441,622 | 142,207 | 47.49% | Jan 31, 2024 |
Series Portfolios Trust | 0.00% | 2,574 | - | - | Jan 31, 2024 |
VALIC Co I | 0.00% | 120,514 | 99,716 | 479.45% | Feb 29, 2024 |
VANGUARD WORLD FUND | 0.00% | 82,132 | -3,520 | -4.11% | Feb 29, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,259 | 1,259 | - | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 809 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 19,026 | 600 | 3.26% | Mar 31, 2024 |
JOHN HANCOCK INVESTMENT TRUST | 0.00% | 23,729 | -2,171 | -8.38% | Jan 31, 2024 |
StepStone Group Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 182 | 30.00% |
31 Mar, 24 | 140 | 10.24% |
31 Dec, 23 | 127 | 4.96% |
30 Sep, 23 | 121 | -3.97% |
30 Jun, 23 | 126 | 3.28% |
31 Mar, 23 | 122 | 2.52% |
31 Dec, 22 | 119 | -1.65% |
30 Sep, 22 | 121 | -6.92% |
30 Jun, 22 | 130 | 2.36% |
31 Mar, 22 | 127 | -5.22% |
31 Dec, 21 | 134 | 14.53% |
30 Sep, 21 | 117 | 9.35% |
30 Jun, 21 | 107 | 17.58% |
31 Mar, 21 | 91 | 15.19% |
31 Dec, 20 | 79 | 9.72% |
30 Sep, 20 | 72 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 60,592,341 | 10.83% |
31 Mar, 24 | 54,670,404 | 4.80% |
31 Dec, 23 | 52,165,923 | 1.61% |
30 Sep, 23 | 51,340,353 | 3.11% |
30 Jun, 23 | 49,791,834 | 0.15% |
31 Mar, 23 | 49,719,630 | 0.85% |
31 Dec, 22 | 49,302,041 | 0.54% |
30 Sep, 22 | 49,038,292 | 0.12% |
30 Jun, 22 | 48,978,971 | 3.34% |
31 Mar, 22 | 47,395,887 | 1.95% |
31 Dec, 21 | 46,491,193 | 15.06% |
30 Sep, 21 | 40,407,530 | 1.13% |
30 Jun, 21 | 39,956,582 | 4.29% |
31 Mar, 21 | 38,311,526 | 28.84% |
31 Dec, 20 | 29,734,948 | 3.28% |
30 Sep, 20 | 28,790,225 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 95.44% | 1.31% |
31 Mar, 24 | 85.33% | 1.29% |
31 Dec, 23 | 81.42% | 1.22% |
30 Sep, 23 | 81.71% | 1.30% |
30 Jun, 23 | 79.28% | 1.23% |
31 Mar, 23 | 80.34% | 1.28% |
31 Dec, 22 | 79.27% | 1.24% |
30 Sep, 22 | 79.86% | 1.24% |
30 Jun, 22 | 80.10% | 0.89% |
31 Mar, 22 | 95.11% | 1.47% |
31 Dec, 21 | 80.33% | 0.86% |
30 Sep, 21 | 96.80% | 0.92% |
30 Jun, 21 | 102.34% | 0.61% |
31 Mar, 21 | 129.18% | 1.25% |
31 Dec, 20 | 101.70% | 1.05% |
30 Sep, 20 | 98.47% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 117 | 50.00% |
31 Mar, 24 | 78 | 27.87% |
31 Dec, 23 | 61 | -16.44% |
30 Sep, 23 | 73 | 2.82% |
30 Jun, 23 | 71 | -1.39% |
31 Mar, 23 | 72 | 16.13% |
31 Dec, 22 | 62 | 8.77% |
30 Sep, 22 | 57 | -28.75% |
30 Jun, 22 | 80 | -1.23% |
31 Mar, 22 | 81 | -17.35% |
31 Dec, 21 | 98 | 30.67% |
30 Sep, 21 | 75 | -5.06% |
30 Jun, 21 | 79 | 21.54% |
31 Mar, 21 | 65 | 10.17% |
31 Dec, 20 | 59 | -18.06% |
30 Sep, 20 | 72 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 46 | 9.52% |
31 Mar, 24 | 42 | -12.50% |
31 Dec, 23 | 48 | 60.00% |
30 Sep, 23 | 30 | -18.92% |
30 Jun, 23 | 37 | 23.33% |
31 Mar, 23 | 30 | -18.92% |
31 Dec, 22 | 37 | -15.91% |
30 Sep, 22 | 44 | 37.50% |
30 Jun, 22 | 32 | - |
31 Mar, 22 | 32 | 28.00% |
31 Dec, 21 | 25 | -21.88% |
30 Sep, 21 | 32 | 77.78% |
30 Jun, 21 | 18 | - |
31 Mar, 21 | 18 | 50.00% |
31 Dec, 20 | 12 | - |
30 Sep, 20 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 182 | 30.00% | 60,592,341 | 10.83% | 95.44% | 1.31% | 117 | 50.00% | 46 | 9.52% |
31 Mar, 24 | 140 | 10.24% | 54,670,404 | 4.80% | 85.33% | 1.29% | 78 | 27.87% | 42 | -12.50% |
31 Dec, 23 | 127 | 4.96% | 52,165,923 | 1.61% | 81.42% | 1.22% | 61 | -16.44% | 48 | 60.00% |
30 Sep, 23 | 121 | -3.97% | 51,340,353 | 3.11% | 81.71% | 1.30% | 73 | 2.82% | 30 | -18.92% |
30 Jun, 23 | 126 | 3.28% | 49,791,834 | 0.15% | 79.28% | 1.23% | 71 | -1.39% | 37 | 23.33% |
31 Mar, 23 | 122 | 2.52% | 49,719,630 | 0.85% | 80.34% | 1.28% | 72 | 16.13% | 30 | -18.92% |
31 Dec, 22 | 119 | -1.65% | 49,302,041 | 0.54% | 79.27% | 1.24% | 62 | 8.77% | 37 | -15.91% |
30 Sep, 22 | 121 | -6.92% | 49,038,292 | 0.12% | 79.86% | 1.24% | 57 | -28.75% | 44 | 37.50% |
30 Jun, 22 | 130 | 2.36% | 48,978,971 | 3.34% | 80.10% | 0.89% | 80 | -1.23% | 32 | - |
31 Mar, 22 | 127 | -5.22% | 47,395,887 | 1.95% | 95.11% | 1.47% | 81 | -17.35% | 32 | 28.00% |
31 Dec, 21 | 134 | 14.53% | 46,491,193 | 15.06% | 80.33% | 0.86% | 98 | 30.67% | 25 | -21.88% |
30 Sep, 21 | 117 | 9.35% | 40,407,530 | 1.13% | 96.80% | 0.92% | 75 | -5.06% | 32 | 77.78% |
30 Jun, 21 | 107 | 17.58% | 39,956,582 | 4.29% | 102.34% | 0.61% | 79 | 21.54% | 18 | - |
31 Mar, 21 | 91 | 15.19% | 38,311,526 | 28.84% | 129.18% | 1.25% | 65 | 10.17% | 18 | 50.00% |
31 Dec, 20 | 79 | 9.72% | 29,734,948 | 3.28% | 101.70% | 1.05% | 59 | -18.06% | 12 | - |
30 Sep, 20 | 72 | - | 28,790,225 | - | 98.47% | - | 72 | - | - | - |
StepStone Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
StepStone Group Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 5 | 10 | 50.00% |
Q1 2024 | 7 | 13 | 53.85% |
Q4 2023 | - | 2 | - |
Q3 2023 | 3 | 17 | 17.65% |
Q2 2023 | 5 | 1 | 500.00% |
Q1 2023 | 5 | 11 | 45.45% |
Q4 2022 | - | 5 | - |
Q3 2022 | 2 | 1 | 200.00% |
Q1 2022 | 5 | - | - |
Q4 2021 | 6 | 64 | 9.38% |
Q3 2021 | 8 | 13 | 61.54% |
Q2 2021 | 1 | - | - |
Q1 2021 | 9 | 27 | 33.33% |
Q4 2020 | 6 | 4 | 150.00% |
Q3 2020 | 54 | 13 | 415.38% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 1 | 7 | 14.29% |
Q1 2024 | - | 10 | - |
Q4 2023 | - | 2 | - |
Q3 2023 | - | 16 | - |
Q2 2023 | 5 | - | - |
Q1 2023 | - | 10 | - |
Q4 2022 | - | 5 | - |
Q3 2022 | - | - | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 49 | - |
Q3 2021 | - | 3 | - |
Q2 2021 | - | - | - |
Q1 2021 | - | 9 | - |
Q4 2020 | - | - | - |
Q3 2020 | 9 | - | - |
STEP Ownership FAQ
Who Owns StepStone Group?
StepStone Group is owned by institutional shareholders (95.44%), insiders (19.13%), and public (-14.57%). The largest institutional shareholder of StepStone Group is BLACKROCK INC. (12.53% of total shares) and the top mutual fund owner is LIBERTY ALL STAR GROWTH FUND INC. (1.06% of total shares).
Who are the major institutional shareholders of StepStone Group?
StepStone Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, FMR LLC, and PRICE T ROWE ASSOCIATES INC /MD/. The top five shareholders own together 43.09% of the company's share outstanding.
How many StepStone Group shareholders are there?
As of Jun 2024, there are 182 institutional shareholders of StepStone Group.
What percentage of StepStone Group is owned by BLACKROCK INC?
BLACKROCK INC owns 7.95M shares of StepStone Group, representing 12.53% of the company's total shares outstanding, valued at $365.05M (as of Jun 2024).
What percentage of StepStone Group is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.33M shares of StepStone Group (STEP), compromising 9.97% of the company, valued at $290.4M.
What percentage of StepStone Group is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of StepStone Group. The company owns 5.72M of the company's shares outstanding (worth $262.45M).