StepStone Group Ownership 2024 | Who Owns StepStone Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

95.44%

Insider Ownership

20.18%

Retail Ownership

-15.62%

Institutional Holders

182.00

StepStone Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.12.53%0.01%7,954,9874,095,941106.14%365,054,353Jun 30, 2024
VANGUARD GROUP INC9.97%0.01%6,328,0891,050,02819.89%290,396,004Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP9.01%0.05%5,719,116-2,386,281-29.44%262,450,234Jun 30, 2024
FMR LLC6.08%0.01%3,858,182-19,875-0.51%177,051,971Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/5.51%0.02%3,499,2752,648,812311.46%160,583,000Jun 30, 2024
CAPITAL WORLD INVESTORS4.00%0.02%2,540,228--116,571,063Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.78%0.07%2,400,825-620,572-20.54%110,174,000Jun 30, 2024
FRED ALGER MANAGEMENT, LLC3.69%0.52%2,344,898-281,800-10.73%107,607,370Jun 30, 2024
JPMORGAN CHASE & CO3.65%0.01%2,317,471-569,630-19.73%106,348,744Jun 30, 2024
ALLIANCEBERNSTEIN L.P.3.42%0.03%2,172,226429,77224.66%99,683,451Jun 30, 2024
STATE STREET CORP3.36%0.00%2,135,794798,14459.67%98,011,587,000Jun 30, 2024
WASATCH ADVISORS LP2.72%0.42%1,728,790-1,219,875-41.37%79,334,173Jun 30, 2024
MILLENNIUM MANAGEMENT LLC2.40%0.03%1,526,327-1,348,690-46.91%70,043,146Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.96%0.01%1,241,66110,8090.88%56,990,057Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.76%0.01%1,115,384225,20125.30%51,184,969Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC1.41%0.14%896,50040,2044.70%41,140,385Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.26%0.01%800,90960,3398.15%36,753,152Jun 30, 2024
INVESCO LTD.1.24%0.01%788,805649,506466.27%36,198,262Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS1.15%0.01%728,532100,00015.91%33,432,333Jun 30, 2024
FRANKLIN RESOURCES INC1.13%0.01%719,291347,85893.65%33,008,264Jun 30, 2024

StepStone Group's largest institutional shareholder is BLACKROCK INC., holding 12.53% of the company's total share outstanding, currently valued at $365.05M. The top 10 institutional shareholders own together 61.64% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INHERENT GROUP, LP0.26%6.73%166,771-50,000-23.07%7,653,121Jun 30, 2024
EAM INVESTORS, LLC0.15%0.73%98,01598,015100.00%4,497,908Jun 30, 2024
FRED ALGER MANAGEMENT, LLC3.69%0.52%2,344,898-281,800-10.73%107,607,370Jun 30, 2024
WASATCH ADVISORS LP2.72%0.42%1,728,790-1,219,875-41.37%79,334,173Jun 30, 2024
CLARIVEST ASSET MANAGEMENT LLC0.11%0.32%68,35168,351100.00%3,136,627Jun 30, 2024
KEEBECK WEALTH MANAGEMENT, LLC0.06%0.24%34,987-11,336-24.47%1,605,553Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.22%3,2703,270100.00%150,060Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.32%0.16%200,433-78,549-28.16%9,197,870Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC1.41%0.14%896,50040,2044.70%41,140,385Jun 30, 2024
EAGLE ASSET MANAGEMENT INC0.55%0.09%350,36081,39030.26%17,250,850Jun 30, 2024
EMPOWERED FUNDS, LLC0.16%0.08%98,99898,998100.00%4,543,018Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC0.91%0.07%580,052-28,777-4.73%26,618,586Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.78%0.07%2,400,825-620,572-20.54%110,174,000Jun 30, 2024
WINTON GROUP LTD0.03%0.06%19,53719,537100.00%896,553Jun 30, 2024
VERSOR INVESTMENTS LP0.01%0.06%6,6006,600100.00%302,874Jun 30, 2024
PEARL RIVER CAPITAL, LLC0.01%0.05%6,8416,841100.00%313,933Jun 30, 2024
HOLOCENE ADVISORS, LP0.41%0.05%258,19347,11422.32%11,848,477Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP9.01%0.05%5,719,116-2,386,281-29.44%262,450,234Jun 30, 2024
LOOMIS SAYLES & CO L P1.12%0.04%711,443-18,174-2.49%32,648,000Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.02%0.04%13,94313,943100.00%640,000Jun 30, 2024

The largest StepStone Group shareholder by % of total assets is INHERENT GROUP, LP. The company owns 166.77K shares of StepStone Group (STEP), representing 6.73% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.12.53%0.01%7,954,9874,095,941106.14%365,054,353Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/5.51%0.02%3,499,2752,648,812311.46%160,583,000Jun 30, 2024
VANGUARD GROUP INC9.97%0.01%6,328,0891,050,02819.89%290,396,004Jun 30, 2024
STATE STREET CORP3.36%0.00%2,135,794798,14459.67%98,011,587,000Jun 30, 2024
INVESCO LTD.1.24%0.01%788,805649,506466.27%36,198,262Jun 30, 2024
ALLIANCEBERNSTEIN L.P.3.42%0.03%2,172,226429,77224.66%99,683,451Jun 30, 2024
FRANKLIN RESOURCES INC1.13%0.01%719,291347,85893.65%33,008,264Jun 30, 2024
MORGAN STANLEY0.67%0.00%427,560291,720214.75%19,620,783Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.95%0.01%602,299273,41083.13%27,639,501Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.46%0.01%291,530264,811991.10%13,378,312,000Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.38%0.02%239,311239,311100.00%10,981,982Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.76%0.01%1,115,384225,20125.30%51,184,969Jun 30, 2024
MACQUARIE GROUP LTD0.25%0.01%160,682159,81618454.50%7,374,000Jun 30, 2024
AMERIPRISE FINANCIAL INC0.21%0.00%133,248133,248100.00%6,114,751Jun 30, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD0.18%0.03%114,485114,485100.00%5,253,717Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS1.15%0.01%728,532100,00015.91%33,432,333Jun 30, 2024
EMPOWERED FUNDS, LLC0.16%0.08%98,99898,998100.00%4,543,018Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.23%0.00%148,48598,434196.67%6,813,979Jun 30, 2024
EAM INVESTORS, LLC0.15%0.73%98,01598,015100.00%4,497,908Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.20%0.01%126,61797,401333.38%5,810,000Jun 30, 2024

As of Jun 30 2024, StepStone Group's largest institutional buyer is BLACKROCK INC.. The company purchased 4.10M stocks of STEP, valued at $365.05M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP9.01%0.05%5,719,116-2,386,281-29.44%262,450,234Jun 30, 2024
MILLENNIUM MANAGEMENT LLC2.40%0.03%1,526,327-1,348,690-46.91%70,043,146Jun 30, 2024
WASATCH ADVISORS LP2.72%0.42%1,728,790-1,219,875-41.37%79,334,173Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.78%0.07%2,400,825-620,572-20.54%110,174,000Jun 30, 2024
JPMORGAN CHASE & CO3.65%0.01%2,317,471-569,630-19.73%106,348,744Jun 30, 2024
FRED ALGER MANAGEMENT, LLC3.69%0.52%2,344,898-281,800-10.73%107,607,370Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.09%0.00%58,001-102,443-63.85%2,661,666Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.01%0.00%6,068-98,130-94.18%278,461Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----83,596-100.00%-Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.32%0.16%200,433-78,549-28.16%9,197,870Jun 30, 2024
GOLDMAN SACHS GROUP INC0.16%0.00%101,722-73,776-42.04%4,668,023Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.35%0.01%224,597-63,862-22.14%10,306,000Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0.14%0.02%88,349-60,460-40.63%4,054,336Jun 30, 2024
INHERENT GROUP, LP0.26%6.73%166,771-50,000-23.07%7,653,121Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.81%0.00%512,089-45,734-8.20%23,499,764Jun 30, 2024
UBS GROUP AG0.04%0.00%26,026-41,943-61.71%1,194,333Jun 30, 2024
NATIONAL BANK OF CANADA /FI/0.17%0.01%108,495-34,343-24.04%4,961,222Jun 30, 2024
BARCLAYS PLC0.04%0.00%23,924-31,126-56.54%1,098,000Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC0.91%0.07%580,052-28,777-4.73%26,618,586Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----27,152-100.00%-Jun 30, 2024

As of Jun 30 2024, StepStone Group's biggest institutional seller is WELLINGTON MANAGEMENT GROUP LLP. The company sold -2.39M shares of STEP, valued at $262.45M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PRUDENTIAL FINANCIAL INC0.38%0.02%239,311239,311100.00%10,981,982Jun 30, 2024
AMERIPRISE FINANCIAL INC0.21%0.00%133,248133,248100.00%6,114,751Jun 30, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD0.18%0.03%114,485114,485100.00%5,253,717Jun 30, 2024
EMPOWERED FUNDS, LLC0.16%0.08%98,99898,998100.00%4,543,018Jun 30, 2024
EAM INVESTORS, LLC0.15%0.73%98,01598,015100.00%4,497,908Jun 30, 2024
CLARIVEST ASSET MANAGEMENT LLC0.11%0.32%68,35168,351100.00%3,136,627Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC0.09%0.03%58,39658,396100.00%2,680,000Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.08%0.02%50,00050,000100.00%2,294,500Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.07%0.01%43,06243,062100.00%1,976,115Jun 30, 2024
STIFEL FINANCIAL CORP0.05%0.00%32,55932,559100.00%1,494,135Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.01%31,00331,003100.00%1,422,728Jun 30, 2024
STATE OF ALASKA, DEPARTMENT OF REVENUE0.05%0.02%30,54130,541100.00%1,401,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%27,65927,659100.00%1,269,272Jun 30, 2024
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM0.04%0.02%26,20026,200100.00%1,202,318Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.04%0.01%25,55225,552100.00%1,173,000Jun 30, 2024
NORGES BANK0.03%0.00%21,30021,300100.00%977,457Jun 30, 2024
YOUSIF CAPITAL MANAGEMENT, LLC0.03%0.01%20,79720,797100.00%954,374Jun 30, 2024
WINTON GROUP LTD0.03%0.06%19,53719,537100.00%896,553Jun 30, 2024
COMERICA BANK0.03%0.00%18,95618,956100.00%869,902Jun 30, 2024
MARYLAND STATE RETIREMENT & PENSION SYSTEM0.03%0.02%18,13718,137100.00%832,307Jun 30, 2024
CIBC WORLD MARKET INC.0.03%0.00%17,87717,877100.00%820,000Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.02%0.04%13,94313,943100.00%640,000Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.02%0.00%13,78713,787100.00%632,702Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.02%0.00%13,26213,262100.00%608,593Jun 30, 2024
OREGON PUBLIC EMPLOYEES RETIREMENT FUND0.02%0.01%12,60012,600100.00%578,214Jun 30, 2024
NEW YORK STATE TEACHERS RETIREMENT SYSTEM0.02%0.00%11,60011,600100.00%532,000Jun 30, 2024
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS0.02%0.00%11,20911,209100.00%514,381Jun 30, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT0.02%0.00%10,80010,800100.00%495,612Jun 30, 2024
SMITH GROUP ASSET MANAGEMENT, LLC0.01%0.04%8,8218,821100.00%404,796Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC0.01%0.00%8,5508,550100.00%392,360Jun 30, 2024
CAPULA MANAGEMENT LTD0.01%0.00%8,1348,134100.00%373,269Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.00%7,0837,083100.00%325,055Jun 30, 2024
PEARL RIVER CAPITAL, LLC0.01%0.05%6,8416,841100.00%313,933Jun 30, 2024
VERSOR INVESTMENTS LP0.01%0.06%6,6006,600100.00%302,874Jun 30, 2024
WOLVERINE TRADING, LLC0.01%0.00%6,1006,100100.00%279,929Jun 30, 2024
XTX TOPCO LTD0.01%0.02%5,7875,787100.00%265,565Jun 30, 2024
MARINER, LLC0.01%0.00%5,6175,617100.00%257,744Jun 30, 2024
PDT PARTNERS, LLC0.01%0.02%5,1005,100100.00%234,039Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.01%0.00%5,0155,015100.00%229,000Jun 30, 2024
BANK OF MONTREAL /CAN/0.01%0.00%4,9004,900100.00%225,939Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.01%0.00%4,5014,501100.00%206,000Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.22%3,2703,270100.00%150,060Jun 30, 2024
KBC GROUP NV0.00%0.00%1,3561,356100.00%62,000Jun 30, 2024
GEN-WEALTH PARTNERS INC0.00%0.02%805805100.00%36,941Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%291291100.00%13,354Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.00%0.00%170170100.00%7,801Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%7777100.00%3,534Jun 30, 2024
UMB BANK, N.A.0.00%-5151100.00%2,340Jun 30, 2024
SRS CAPITAL ADVISORS, INC.-0.00%2626100.00%1,194Jun 30, 2024
VENTURI WEALTH MANAGEMENT, LLC-0.00%2222100.00%1,010Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%1717100.00%776Jun 30, 2024
FIFTH THIRD BANCORP--1313100.00%597Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.--55100.00%230Jun 30, 2024

StepStone Group's largest new institutional shareholder by number of shares is PRUDENTIAL FINANCIAL INC, purchased 239.31K shares, valued at $10.98M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -83.60K shares, valued at -, as of undefined.

StepStone Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
LIBERTY ALL STAR GROWTH FUND INC.1.06%133,697-314-0.23%Dec 31, 2023
HARTFORD HLS SERIES FUND II INC0.72%177,654144,054428.73%Dec 31, 2023
ALGER FUNDS0.69%663,400-167,803-20.19%Jan 31, 2024
Alger ETF Trust0.45%3,169-669-17.43%Dec 31, 2023
T. Rowe Price Financial Services Fund, Inc.0.37%303,200--Mar 31, 2024
ALGER FUNDS II0.30%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 TRUST0.23%82,127--Mar 31, 2024
VANGUARD EXPLORER FUND0.23%2,810,750-350,605-11.09%Jan 31, 2024
WASATCH FUNDS TRUST0.20%1,808,043--Mar 31, 2024
Voya EQUITY TRUST0.10%151,118--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.08%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 Series0.06%138,820--Jan 31, 2024
SMALLCAP WORLD FUND INC0.04%3,168,760--Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.04%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 SERIES0.03%284,720--Jan 31, 2024
ALPS Variable Investment Trust0.02%5,900-800-11.94%Dec 31, 2023
HARBOR FUNDS0.02%392,143--Jan 31, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.02%21,087--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%95,143-3,778-3.82%Mar 31, 2024
T. Rowe Price New Horizons Fund, Inc.0.02%76,08176,081-Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%8,219-100-1.20%Mar 31, 2024
MFS SERIES TRUST I0.01%255,010--Feb 29, 2024
BNY Mellon Strategic Funds, Inc.0.01%26,139--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,724,060-741,719-13.57%Mar 31, 2024
FIDELITY SECURITIES FUND0.01%1,012,57529,9003.04%Jan 31, 2024
FIDELITY PURITAN TRUST0.01%556,947-33,104-5.61%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.01%83,651-3,325-3.82%Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.01%32,72032,720-Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.01%28,4374651.66%Feb 29, 2024
DRIEHAUS MUTUAL FUNDS0.01%79,123--Mar 28, 2024
Federated Hermes Equity Funds0.01%170,000--Jan 31, 2024
Humankind Benefit Corp0.01%186148.14%Dec 31, 2023
FEDERATED HERMES INSURANCE SERIES0.01%36,800--Mar 31, 2024
IndexIQ ETF Trust0.01%17,270--Jan 31, 2024
Harbor ETF Trust0.01%34,1507,18826.66%Jan 31, 2024
Fidelity Central Investment Portfolios LLC0.01%325,072--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,257--Mar 31, 2024
Segall Bryant & Hamill Trust0.01%95,3561,2611.34%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%197,459-3,729-1.85%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%17,6376,12053.14%Jan 31, 2024
HARTFORD SERIES FUND INC0.00%184,742184,742-Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.00%90,523-3,600-3.82%Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.00%1,793--Jan 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.00%18,221-3,292-15.30%Mar 31, 2024
ALGER PORTFOLIOS0.00%1,397--Dec 31, 2023
FIDELITY DEVONSHIRE TRUST0.00%36,696-1,600-4.18%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%34,413--Mar 31, 2024
MFS VARIABLE INSURANCE TRUST0.00%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 PORTFOLIOS0.00%175,90067,20061.82%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%25,450-2,112-7.66%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%493,97519,8384.18%Feb 29, 2024
AMERICAN CENTURY WORLD MUTUAL FUNDS INC0.00%22,644--Feb 29, 2024
MAINSTAY VP FUNDS TRUST0.00%254,009163,765181.47%Mar 31, 2024
Calvert Variable Products, Inc.0.00%5,363--Mar 31, 2024
WILLIAM BLAIR FUNDS0.00%191,9909,4105.15%Mar 31, 2024
Principal Exchange-Traded Funds0.00%23,606--Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%208,68510,3935.24%Mar 31, 2024
JPMorgan Trust I0.00%1,975,294--Jan 31, 2024
PUTNAM FUNDS TRUST0.00%353,707--Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%136,58122,11719.32%Jan 31, 2024
TIMOTHY PLAN0.00%7,5251,00815.47%Mar 31, 2024
Forethought Variable Insurance Trust0.00%5,773--Mar 28, 2024
CARILLON SERIES TRUST0.00%73,50873,508-Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%96,885--Feb 29, 2024
Voya INVESTORS TRUST0.00%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 FUNDS0.00%31,842-2,635-7.64%Mar 31, 2024
OHIO NATIONAL FUND INC0.00%17,934-4,170-18.87%Mar 31, 2024
Fidelity Commonwealth Trust II0.00%5,813--Aug 31, 2023
John Hancock Exchange-Traded Fund Trust0.00%5,087--Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.00%866866-Mar 28, 2024
FIDELITY COVINGTON TRUST0.00%13,042-156-1.18%Jan 31, 2024
BNY MELLON FUNDS TRUST0.00%46,82346,823-Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%14,4523842.73%Mar 31, 2024
HARTFORD MUTUAL FUNDS II INC0.00%101,07855,090119.79%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%363,78937,99111.66%Feb 29, 2024
T. Rowe Price Equity Series, Inc.0.00%925--Mar 31, 2024
Global X Funds0.00%24,6447223.02%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%17,638-3,816-17.79%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,632-21-0.79%Mar 31, 2024
Fidelity Rutland Square Trust II0.00%653,25917,4702.75%Feb 29, 2024
FIDELITY ADVISOR SERIES I0.00%89,539--Feb 29, 2024
LAZARD FUNDS INC0.00%19,8217,15256.45%Mar 31, 2024
Dimensional ETF Trust0.00%211,12860,02739.73%Jan 31, 2024
Chartwell Funds0.00%9,5723844.18%Jun 30, 2022
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%2,39273644.44%Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%441,622142,20747.49%Jan 31, 2024
Series Portfolios Trust0.00%2,574--Jan 31, 2024
VALIC Co I0.00%120,51499,716479.45%Feb 29, 2024
VANGUARD WORLD FUND0.00%82,132-3,520-4.11%Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%1,2591,259-Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%809--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%19,0266003.26%Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.00%23,729-2,171-8.38%Jan 31, 2024

StepStone Group's largest mutual fund holder by % of total assets is "LIBERTY ALL STAR GROWTH FUND INC.", owning 133.70K shares, compromising 1.06% of its total assets.

StepStone Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2418230.00%
31 Mar, 2414010.24%
31 Dec, 231274.96%
30 Sep, 23121-3.97%
30 Jun, 231263.28%
31 Mar, 231222.52%
31 Dec, 22119-1.65%
30 Sep, 22121-6.92%
30 Jun, 221302.36%
31 Mar, 22127-5.22%
31 Dec, 2113414.53%
30 Sep, 211179.35%
30 Jun, 2110717.58%
31 Mar, 219115.19%
31 Dec, 20799.72%
30 Sep, 2072-

As of 30 Jun 24, 182 institutions are holding StepStone Group's shares, representing an increase of 30.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2460,592,34110.83%
31 Mar, 2454,670,4044.80%
31 Dec, 2352,165,9231.61%
30 Sep, 2351,340,3533.11%
30 Jun, 2349,791,8340.15%
31 Mar, 2349,719,6300.85%
31 Dec, 2249,302,0410.54%
30 Sep, 2249,038,2920.12%
30 Jun, 2248,978,9713.34%
31 Mar, 2247,395,8871.95%
31 Dec, 2146,491,19315.06%
30 Sep, 2140,407,5301.13%
30 Jun, 2139,956,5824.29%
31 Mar, 2138,311,52628.84%
31 Dec, 2029,734,9483.28%
30 Sep, 2028,790,225-

StepStone Group (STEP) has 60.59M shares outstanding as of 30 Jun 24, up 10.83% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2495.44%1.31%
31 Mar, 2485.33%1.29%
31 Dec, 2381.42%1.22%
30 Sep, 2381.71%1.30%
30 Jun, 2379.28%1.23%
31 Mar, 2380.34%1.28%
31 Dec, 2279.27%1.24%
30 Sep, 2279.86%1.24%
30 Jun, 2280.10%0.89%
31 Mar, 2295.11%1.47%
31 Dec, 2180.33%0.86%
30 Sep, 2196.80%0.92%
30 Jun, 21102.34%0.61%
31 Mar, 21129.18%1.25%
31 Dec, 20101.70%1.05%
30 Sep, 2098.47%-

As of 30 Jun 24, StepStone Group is held by 95.44% institutional shareholders, representing a 1.31% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2411750.00%
31 Mar, 247827.87%
31 Dec, 2361-16.44%
30 Sep, 23732.82%
30 Jun, 2371-1.39%
31 Mar, 237216.13%
31 Dec, 22628.77%
30 Sep, 2257-28.75%
30 Jun, 2280-1.23%
31 Mar, 2281-17.35%
31 Dec, 219830.67%
30 Sep, 2175-5.06%
30 Jun, 217921.54%
31 Mar, 216510.17%
31 Dec, 2059-18.06%
30 Sep, 2072-

117 institutional shareholders have increased their position in STEP stock as of 30 Jun 24 compared to 78 in the previous quarter (a 50.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24469.52%
31 Mar, 2442-12.50%
31 Dec, 234860.00%
30 Sep, 2330-18.92%
30 Jun, 233723.33%
31 Mar, 2330-18.92%
31 Dec, 2237-15.91%
30 Sep, 224437.50%
30 Jun, 2232-
31 Mar, 223228.00%
31 Dec, 2125-21.88%
30 Sep, 213277.78%
30 Jun, 2118-
31 Mar, 211850.00%
31 Dec, 2012-
30 Sep, 20--

46 institutional shareholders have reduced their position in STEP stock as of 30 Jun 24 compared to 42 in the previous quarter (a 9.52% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2418230.00%60,592,34110.83%95.44%1.31%11750.00%469.52%
31 Mar, 2414010.24%54,670,4044.80%85.33%1.29%7827.87%42-12.50%
31 Dec, 231274.96%52,165,9231.61%81.42%1.22%61-16.44%4860.00%
30 Sep, 23121-3.97%51,340,3533.11%81.71%1.30%732.82%30-18.92%
30 Jun, 231263.28%49,791,8340.15%79.28%1.23%71-1.39%3723.33%
31 Mar, 231222.52%49,719,6300.85%80.34%1.28%7216.13%30-18.92%
31 Dec, 22119-1.65%49,302,0410.54%79.27%1.24%628.77%37-15.91%
30 Sep, 22121-6.92%49,038,2920.12%79.86%1.24%57-28.75%4437.50%
30 Jun, 221302.36%48,978,9713.34%80.10%0.89%80-1.23%32-
31 Mar, 22127-5.22%47,395,8871.95%95.11%1.47%81-17.35%3228.00%
31 Dec, 2113414.53%46,491,19315.06%80.33%0.86%9830.67%25-21.88%
30 Sep, 211179.35%40,407,5301.13%96.80%0.92%75-5.06%3277.78%
30 Jun, 2110717.58%39,956,5824.29%102.34%0.61%7921.54%18-
31 Mar, 219115.19%38,311,52628.84%129.18%1.25%6510.17%1850.00%
31 Dec, 20799.72%29,734,9483.28%101.70%1.05%59-18.06%12-
30 Sep, 2072-28,790,225-98.47%-72---

StepStone Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Mitchell Steven Rdirector, 10 percent owner S-SaleSell27,500$44.34$1.22M-
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell74,976$45.06$3.38M118,739
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell4,939$45.04$222.45K113,800
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell13,050$45.32$591.43K100,750
Jun 05, 2024Keck Thomasdirector, other See RemarksS-SaleSell2,653$45.04$119.49K198,097
Jun 05, 2024Keck Thomasdirector, other See RemarksS-SaleSell4,382$45.01$197.23K193,715
Jun 04, 2024Park David Yofficer Chief Financial OfficerS-SaleSell2,500$44.13$110.33K27,217
May 31, 2024Hoffmeister David Fdirector-P-PurchaseBuy22,500$44.29$996.52K45,853
Feb 27, 2024Keck Thomasdirector, other See RemarksS-SaleSell53,403$35.47$1.89M204,444
Feb 27, 2024Keck Thomasdirector, other See RemarksS-SaleSell3,694$35.47$131.03K200,750
Feb 22, 2024Keathley Anthonyofficer Chief Accounting OfficerS-SaleSell469$35.70$16.74K3,183
Feb 22, 2024Keck Thomasdirector, other See RemarksS-SaleSell24,241$35.10$850.86K306,509
Feb 22, 2024Keck Thomasdirector, other See RemarksS-SaleSell48,662$35.68$1.74M257,847

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 31, 2024Hoffmeister David Fdirector-P-PurchaseBuy22,500$44.29$996.52K45,853

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Mitchell Steven Rdirector, 10 percent owner S-SaleSell27,500$44.34$1.22M-
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell74,976$45.06$3.38M118,739
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell4,939$45.04$222.45K113,800
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell13,050$45.32$591.43K100,750
Jun 05, 2024Keck Thomasdirector, other See RemarksS-SaleSell2,653$45.04$119.49K198,097
Jun 05, 2024Keck Thomasdirector, other See RemarksS-SaleSell4,382$45.01$197.23K193,715
Jun 04, 2024Ment Jason Pofficer, other See remarksC-ConversionSell346,842---
Jun 04, 2024Hart Scott Wdirector, officer, other Chief Executive OfficerG-GiftSell13,380--42,498
Jun 04, 2024Hart Scott Wdirector, officer, other Chief Executive OfficerC-ConversionSell297,270---
Jun 04, 2024Park David Yofficer Chief Financial OfficerS-SaleSell2,500$44.13$110.33K27,217
Feb 27, 2024Keck Thomasdirector, other See RemarksS-SaleSell53,403$35.47$1.89M204,444
Feb 27, 2024Keck Thomasdirector, other See RemarksS-SaleSell3,694$35.47$131.03K200,750
Feb 22, 2024Keathley Anthonyofficer Chief Accounting OfficerS-SaleSell469$35.70$16.74K3,183
Feb 22, 2024Keck Thomasdirector, other See RemarksS-SaleSell24,241$35.10$850.86K306,509
Feb 22, 2024Keck Thomasdirector, other See RemarksS-SaleSell48,662$35.68$1.74M257,847

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Mitchell Steven Rdirector, 10 percent owner S-SaleSell27,500$44.34$1.22M-
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell74,976$45.06$3.38M118,739
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell4,939$45.04$222.45K113,800
Jun 12, 2024Keck Thomasdirector, other See RemarksS-SaleSell13,050$45.32$591.43K100,750
Jun 05, 2024Keck Thomasdirector, other See RemarksS-SaleSell2,653$45.04$119.49K198,097
Jun 05, 2024Keck Thomasdirector, other See RemarksS-SaleSell4,382$45.01$197.23K193,715
Jun 04, 2024Ment Jason Pofficer, other See remarksC-ConversionBuy346,842--1,128,249
Jun 04, 2024Ment Jason Pofficer, other See remarksA-AwardBuy346,842-$346.841,128,249
Jun 04, 2024Ment Jason Pofficer, other See remarksC-ConversionSell346,842---
Jun 04, 2024Hart Scott Wdirector, officer, other Chief Executive OfficerA-AwardBuy297,270-$297.273,338,561
Jun 04, 2024Hart Scott Wdirector, officer, other Chief Executive OfficerC-ConversionBuy297,270--3,338,561
Jun 04, 2024Hart Scott Wdirector, officer, other Chief Executive OfficerG-GiftSell13,380--42,498
Jun 04, 2024Hart Scott Wdirector, officer, other Chief Executive OfficerC-ConversionSell297,270---
Jun 04, 2024Park David Yofficer Chief Financial OfficerS-SaleSell2,500$44.13$110.33K27,217
May 31, 2024Hoffmeister David Fdirector-P-PurchaseBuy22,500$44.29$996.52K45,853
Feb 27, 2024Keck Thomasdirector, other See RemarksS-SaleSell53,403$35.47$1.89M204,444
Feb 27, 2024Keck Thomasdirector, other See RemarksS-SaleSell3,694$35.47$131.03K200,750
Feb 22, 2024Keathley Anthonyofficer Chief Accounting OfficerS-SaleSell469$35.70$16.74K3,183
Feb 22, 2024Keck Thomasdirector, other See RemarksS-SaleSell24,241$35.10$850.86K306,509
Feb 22, 2024Keck Thomasdirector, other See RemarksS-SaleSell48,662$35.68$1.74M257,847

The last insider sell of StepStone Group's stock was made by Mitchell Steven R on Jun 12 2024, selling 27,500 shares at $44.34 per share (valued at $1.22M). The last insider buy of STEP was made by Hoffmeister David F on May 31 2024, buying 22,500 shares at $44.29 per share (worth $996.52K).

StepStone Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202451050.00%
Q1 202471353.85%
Q4 2023-2-
Q3 202331717.65%
Q2 202351500.00%
Q1 202351145.45%
Q4 2022-5-
Q3 202221200.00%
Q1 20225--
Q4 20216649.38%
Q3 202181361.54%
Q2 20211--
Q1 202192733.33%
Q4 202064150.00%
Q3 20205413415.38%

5 total buy trades, and 10 total sell trades (buy/sell ratio of 0.50%) were made by StepStone Group's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241714.29%
Q1 2024-10-
Q4 2023-2-
Q3 2023-16-
Q2 20235--
Q1 2023-10-
Q4 2022-5-
Q3 2022---
Q1 2022---
Q4 2021-49-
Q3 2021-3-
Q2 2021---
Q1 2021-9-
Q4 2020---
Q3 20209--

As of Q2 2024, Insider owners conducted 1 open market buy trades and 7 open market sell trades of StepStone Group's stocks.

StepStone Group Peer Ownership


TickerCompany
HYWHywin Holdings Ltd.
DHILDiamond Hill Investment Group, Inc.
FHIFederated Hermes, Inc.
BBUCBrookfield Business Corporation
BSIGBrightSphere Investment Group Inc.

STEP Ownership FAQ


StepStone Group is owned by institutional shareholders (95.44%), insiders (20.18%), and public (-15.62%). 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).

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.

As of Jun 2024, there are 182 institutional shareholders of StepStone Group.

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).

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.

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).