STEPSTONE GROUP INC

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STEP·85914M107·US·Common Stock·Financial Services - Asset Management-Activist

STEP institutional ownership changes in Q2 2026: 99 institutions opened or added positions, 56 trimmed or exited. STEP (STEPSTONE GROUP INC) is held by 150 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($495.2M), MILLENNIUM MANAGEMENT LLC ($232.4M), WELLINGTON MANAGEMENT GROUP LLP ($214.7M). Net institutional sentiment: Mixed.

150

Holders

(12 Elite)

$3B

Total Value

64% (155)

Consensus

99 buying - 56 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)27

Insider (Form 4)57

Activist (13D/13G)39

Congressional (STOCK Act)73

Holder Quality

77

★★★★★

Elite

33

★★★★

Strong

85

★★★

Solid

43

★★

Below

82

★

Weak

Held by 150 funds

12 elite

Who's Trading

Source dates: Price Oct 23, 2026 · Insiders Oct 1, 2026 · Activists Jul 31, 2026 · Congress none

InsiderPYPark David YVest 70 shSep 30, 2026

InsiderRLRaymond Anne LVest 5K shSep 8, 2026

InsiderMRMitchell Steven RVest 5K shSep 8, 2026

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Top Holders

Top Holders (150)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	12M(+1.2%)	$495.2M	0.0%	-22.40%	32
MILLENNIUM MANAGEMENT LLC	Decreased	5.6M(-21.7%)	$232.4M	0.1%	-12.79%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	5.2M(-1.0%)	$214.7M	0.0%	-2.37%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	5.2M(+6.0%)	$213.7M	0.0%	-12.34%	33
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	4.7M(+4.2%)	$193.3M	0.0%	-10.07%	32
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.6M(+0.7%)	$146.8M	0.0%	-10.42%	30
STATE STREET CORP	Increased	3.1M(+8.7%)	$129M	0.0%	+1.92%	33
Capital World Investors	Decreased	2.5M(-22.9%)	$104.4M	0.0%	+31.82%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	2M(+3.3%)	$83.4M	0.0%	+4.90%	31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	1.9M(+0.8%)	$79.8M	0.2%	-5.85%	36
WESTFIELD CAPITAL MANAGEMENT CO LP	Increased	1.7M(+46.8%)	$71.5M	0.2%	-20.36%	48
JPMORGAN CHASE & CO	Increased	1.5M(+2.8%)	$61.4M	0.0%	-19.61%	30
GOLDMAN SACHS GROUP INC	Increased	1.4M(+144.8%)	$59.1M	0.0%	-4.35%	48
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	1.4M(+5.1%)	$57.5M	0.1%	-14.23%	31
Capital Research Global Investors	Increased	1.2M(+55.0%)	$51M	0.0%	+23.44%	41
BALYASNY ASSET MANAGEMENT L.P.	Decreased	1.1M(-21.9%)	$46M	0.1%	-17.64%	0
MORGAN STANLEY	Increased	1.1M(+45.1%)	$44.8M	0.0%	-14.25%	40
Point72 Asset Management, L.P.	Increased	1M(+437.1%)	$41.6M	0.0%	-1.09%	47
WASATCH ADVISORS LP	Decreased	905,245(-1.8%)	$37.4M	0.2%	+31.50%	0
BAMCO INC /NY/	Decreased	828,911(-0.2%)	$34.3M	0.1%	-23.36%	0

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STEPSTEPSTONE GROUP INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer