| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | -7.1% | $476,103,092 | -$15,876,958 | 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% | $195,496,871 | 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% | $121,650,685 | 2,432,527 | FMR LLC | 30 Jun 2025 |
As of 30 Sep 2025, 250 institutional investors reported holding 73,932,924 shares of StepStone Group Inc. - Class A Common Stock, Par Value $0.001 Per Share (STEP). This represents 92% 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 76% 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% | 10,271,678 | +8.8% | 0.01% | $670,843,277 |
| VANGUARD GROUP INC | 9.6% | 7,721,468 | +4% | 0.01% | $504,289,076 |
| WELLINGTON MANAGEMENT GROUP LLP | 7.1% | 5,723,073 | +65% | 0.07% | $373,773,898 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.5% | 4,378,465 | -28% | 0.03% | $285,958,000 |
| Invesco Ltd. | 5.2% | 4,138,979 | +2.4% | 0.04% | $270,316,718 |
| MILLENNIUM MANAGEMENT LLC | 4.9% | 3,894,974 | -11% | 0.2% | $254,380,752 |
| Capital World Investors | 3.7% | 2,961,976 | +3.6% | 0.03% | $193,446,653 |
| STATE STREET CORP | 3.4% | 2,756,830 | +8.7% | 0.01% | $180,048,567 |
| FMR LLC | 2.3% | 1,832,300 | -25% | 0.01% | $119,667,482 |
| T. Rowe Price Investment Management, Inc. | 2.2% | 1,788,638 | -23% | 0.07% | $116,816,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 1,723,964 | +8.8% | 0.01% | $112,608,980 |
| CITADEL ADVISORS LLC | 1.9% | 1,509,420 | -20% | 0.08% | $98,580,220 |
| JPMORGAN CHASE & CO | 1.7% | 1,375,736 | -7.6% | 0.01% | $89,849,346 |
| ALLIANCEBERNSTEIN L.P. | 1.5% | 1,217,860 | +3.2% | 0.03% | $79,538,437 |
| FRANKLIN RESOURCES INC | 1.5% | 1,174,680 | +4.6% | 0.02% | $76,718,350 |
| WASATCH ADVISORS LP | 1.4% | 1,133,020 | +2% | 0.4% | $73,997,536 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2% | 967,800 | +2.7% | 0.02% | $63,207,018 |
| CIBC Private Wealth Group LLC | 1.2% | 934,299 | -0.31% | 0.1% | $61,019,041 |
| FRED ALGER MANAGEMENT, LLC | 1.1% | 860,405 | +0.18% | 0.22% | $56,193,152 |
| Capital Research Global Investors | 0.99% | 794,883 | 0% | 0.01% | $51,913,809 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.97% | 778,728 | 0.21% | $50,858,726 | |
| RAYMOND JAMES FINANCIAL INC | 0.94% | 754,367 | +6.9% | 0.02% | $49,267,708 |
| AMERIPRISE FINANCIAL INC | 0.94% | 749,841 | +321% | 0.01% | $48,972,115 |
| NORTHERN TRUST CORP | 0.89% | 715,488 | +9.9% | 0.01% | $46,728,522 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.82% | 660,887 | +12% | 0.01% | $43,162,530 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 53,902 | $3,459,027 | +$1,866,518 | $64.18 | 14 |
| 2025 Q3 | 73,932,924 | $4,828,610,735 | +$187,870,273 | $65.31 | 250 |
| 2025 Q2 | 71,192,388 | $3,951,212,671 | +$76,709,290 | $55.50 | 265 |
| 2025 Q1 | 69,722,862 | $3,636,660,190 | +$85,039,986 | $52.23 | 233 |
| 2024 Q4 | 68,234,881 | $3,953,432,521 | +$94,527,671 | $57.88 | 250 |
| 2024 Q3 | 66,543,776 | $3,788,961,841 | +$256,897,525 | $56.83 | 207 |
| 2024 Q2 | 60,690,091 | $2,785,263,293 | +$278,942,929 | $45.89 | 186 |
| 2024 Q1 | 54,628,123 | $1,952,486,526 | +$111,534,549 | $35.74 | 138 |
| 2023 Q4 | 28,284 | $900,280 | -$8,308 | $31.83 | 2 |
| 2023 Q3 | 50,287,772 | $1,588,000,638 | +$46,531,854 | $31.58 | 117 |
| 2023 Q2 | 49,675,734 | $1,232,335,609 | +$938,980 | $24.81 | 120 |
| 2023 Q1 | 49,385,692 | $1,198,560,698 | +$10,485,202 | $24.27 | 116 |
| 2022 Q4 | 49,259,160 | $1,240,358,231 | +$7,304,391 | $25.18 | 114 |
| 2022 Q3 | 48,583,159 | $1,190,858,265 | -$130,590,385 | $24.51 | 113 |
| 2022 Q2 | 48,976,278 | $1,274,468,885 | +$37,585,707 | $26.03 | 122 |
| 2022 Q1 | 47,385,149 | $1,566,695,754 | +$23,254,922 | $33.06 | 121 |
| 2021 Q4 | 46,457,598 | $1,930,724,688 | +$248,417,956 | $41.57 | 127 |
| 2021 Q3 | 37,662,123 | $1,606,511,034 | +$46,273,552 | $42.64 | 115 |
| 2021 Q2 | 39,904,444 | $1,372,771,230 | +$56,288,197 | $34.40 | 103 |
| 2021 Q1 | 38,310,950 | $1,350,465,098 | +$295,776,051 | $35.27 | 85 |
| 2020 Q4 | 29,734,948 | $1,165,310,925 | +$81,610,139 | $39.80 | 78 |
| 2020 Q3 | 28,787,225 | $743,708,000 | +$743,653,987 | $26.61 | 71 |