| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | -7.1% | $491,146,152 | -$16,378,609 | 9,768,221 | -3.2% | BlackRock, Inc. | 31 Mar 2025 |
| VANGUARD GROUP INC | 11% | $542,227,826 | 8,449,878 | The Vanguard Group | 31 Dec 2025 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 7.3% | +50% | $373,773,898 | +$146,124,137 | 5,723,073 | +64% | Wellington Management Group LLP | 30 Sep 2025 |
| Fernandez Jose A | 6% | $313,222,944 | 5,033,311 | Jose A. Fernandez | 18 Sep 2025 | |||
| Brem Monte M | 6% | -83% | $313,222,944 | -$2,376,905,032 | 5,033,311 | -88% | Jose A. Fernandez | 18 Sep 2025 |
| MILLENNIUM MANAGEMENT LLC | 5.7% | +12% | $221,302,995 | +$28,580,610 | 4,401,412 | +15% | Millennium Management LLC | 23 May 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.6% | -30% | $285,978,318 | -$108,514,263 | 4,378,783 | -28% | T. Rowe Price Associates, Inc. | 30 Sep 2025 |
| Keck Thomas | 5.2% | $267,560,250 | 4,299,538 | Thomas Keck | 18 Sep 2025 | |||
| Invesco Ltd. | 5.3% | $201,673,834 | 4,011,015 | Invesco Ltd. | 31 Mar 2025 | |||
| ARG Private Equity, LLC | 4.3% | $236,633,953 | 3,687,708 | Waldo Robert | 06 Jan 2026 | |||
| Lim James | 4% | -26% | $205,644,682 | -$64,174,700 | 3,204,451 | -24% | James Lim | 13 Jan 2026 |
| FMR LLC | 3.2% | $141,524,432 | 2,432,527 | FMR LLC | 30 Jun 2025 |
As of 31 Dec 2025, 259 institutional investors reported holding 79,591,986 shares of StepStone Group Inc. - Class A Common Stock, Par Value $0.001 Per Share (STEP). This represents 99% of the company’s total 80,111,275 outstanding shares.
The largest institutional shareholders of StepStone Group Inc. - Class A Common Stock, Par Value $0.001 Per Share (STEP) together control 81% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 10,625,314 | +3.4% | 0.01% | $681,826,373 |
| VANGUARD GROUP INC | 11% | 8,449,878 | +9.4% | 0.01% | $542,228,672 |
| WELLINGTON MANAGEMENT GROUP LLP | 7.8% | 6,227,753 | +8.8% | 0.07% | $399,634,910 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.4% | 5,102,666 | +17% | 0.04% | $327,439,000 |
| MILLENNIUM MANAGEMENT LLC | 5.6% | 4,456,150 | +14% | 0.21% | $285,951,146 |
| Pitcairn Wealth Advisors LLC | 5% | 4,040,795 | 0% | 23% | $259,297,815 |
| Invesco Ltd. | 5% | 4,006,305 | -3.2% | 0.04% | $257,084,592 |
| Capital World Investors | 3.8% | 3,056,795 | +3.2% | 0.03% | $196,154,535 |
| STATE STREET CORP | 3.4% | 2,755,041 | -0.06% | 0.01% | $176,790,981 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 1,776,677 | +3.1% | 0.01% | $114,027,841 |
| CITADEL ADVISORS LLC | 2% | 1,599,158 | +5.9% | 0.07% | $102,617,969 |
| FRANKLIN RESOURCES INC | 1.5% | 1,182,791 | +0.69% | 0.02% | $75,899,698 |
| ALLIANCEBERNSTEIN L.P. | 1.5% | 1,172,511 | -3.7% | 0.02% | $75,240,031 |
| JPMORGAN CHASE & CO | 1.5% | 1,165,500 | -15% | 0.01% | $74,790,135 |
| FMR LLC | 1.3% | 1,030,785 | -44% | 0% | $66,145,453 |
| T. Rowe Price Investment Management, Inc. | 1.1% | 917,498 | -49% | 0.04% | $58,876,000 |
| WASATCH ADVISORS LP | 1.1% | 917,456 | -19% | 0.35% | $58,873,152 |
| FRED ALGER MANAGEMENT, LLC | 1.1% | 906,072 | +5.3% | 0.23% | $58,142,741 |
| CIBC Private Wealth Group LLC | 1.1% | 899,550 | -3.7% | 0.1% | $57,724,118 |
| AMERIPRISE FINANCIAL INC | 1% | 803,494 | +7.2% | 0.01% | $51,560,293 |
| RAYMOND JAMES FINANCIAL INC | 1% | 801,580 | +6.3% | 0.02% | $51,608,839 |
| Capital Research Global Investors | 0.99% | 794,883 | 0% | 0.01% | $51,007,642 |
| MORGAN STANLEY | 0.99% | 793,149 | +46% | 0% | $50,896,503 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.98% | 786,501 | +1% | 0.21% | $50,469,769 |
| BAMCO INC /NY/ | 0.91% | 730,557 | +22% | 0.13% | $46,879,843 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 79,591,986 | $5,108,088,671 | +$102,201,749 | $64.17 | 259 |
| 2025 Q3 | 73,953,998 | $4,829,625,347 | +$188,757,858 | $65.31 | 253 |
| 2025 Q2 | 71,192,388 | $3,951,212,671 | +$76,709,260 | $55.50 | 265 |
| 2025 Q1 | 69,722,862 | $3,636,660,617 | +$84,492,996 | $52.23 | 233 |
| 2024 Q4 | 68,229,031 | $3,953,103,535 | +$94,735,343 | $57.88 | 251 |
| 2024 Q3 | 66,543,776 | $3,788,962,046 | +$257,183,518 | $56.83 | 207 |
| 2024 Q2 | 60,685,053 | $2,785,032,079 | +$278,711,707 | $45.89 | 185 |
| 2024 Q1 | 54,628,123 | $1,952,486,666 | +$104,032,722 | $35.74 | 138 |
| 2023 Q4 | 52,165,923 | $1,660,407,612 | +$23,399,260 | $31.83 | 125 |
| 2023 Q3 | 51,425,288 | $1,623,923,042 | +$57,219,566 | $31.58 | 120 |
| 2023 Q2 | 49,791,782 | $1,235,214,160 | +$2,698,997 | $24.81 | 122 |
| 2023 Q1 | 49,719,599 | $1,206,664,439 | +$9,970,590 | $24.27 | 118 |
| 2022 Q4 | 49,323,193 | $1,241,971,034 | +$6,819,783 | $25.18 | 117 |
| 2022 Q3 | 49,058,765 | $1,202,515,372 | -$131,072,235 | $24.51 | 117 |
| 2022 Q2 | 48,976,310 | $1,274,802,552 | +$37,500,192 | $26.03 | 123 |
| 2022 Q1 | 47,395,797 | $1,567,048,754 | +$23,157,322 | $33.06 | 123 |
| 2021 Q4 | 46,491,065 | $1,932,116,688 | +$248,723,047 | $41.57 | 127 |
| 2021 Q3 | 40,407,495 | $1,723,574,034 | +$29,820,725 | $42.64 | 114 |
| 2021 Q2 | 39,904,444 | $1,372,771,230 | +$56,268,119 | $34.40 | 103 |
| 2021 Q1 | 38,311,507 | $1,350,485,098 | +$295,682,918 | $35.27 | 86 |
| 2020 Q4 | 29,734,948 | $1,165,310,925 | +$81,611,983 | $39.80 | 77 |
| 2020 Q3 | 28,790,177 | $743,787,000 | +$743,787,000 | $26.61 | 72 |