STEPSTONE GROUP INC

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

STEP (STEPSTONE GROUP INC) is held by 144 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($564.4M), MILLENNIUM MANAGEMENT LLC ($342.3M), WELLINGTON MANAGEMENT GROUP LLP ($250.1M). Net institutional sentiment: Mixed.

144

Holders

Avg rating(13 Elite)

$2.8B

Total Value

58% (161)

Fund Consensus

87 buying - 63 selling

Smart Money Verdict

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35Weak MomentumSplit Signals

Institutional (13F)51

Insider (Form 4)7

Activist (13D/13G)40

Congressional (STOCK Act)

No data

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See how STEP's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

53

★★★★

Strong

48

★★★

Solid

36

★★

Below

11

★

Weak

Held by 144 funds

13 elite

Who's Trading

InsiderMIMcCabe Michael IBuy $981KJun 11, 2026

InsiderMIMcCabe Michael IBuy $4.0MJun 11, 2026

ActivistInvesco Ltd.0.6%May 6, 2026

ActivistVAVanguard Capital Management5.1%Apr 30, 2026

InsiderUNUnknownBuy $508KFeb 23, 2026

InsiderUNUnknownBuy $4KFeb 23, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (144)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	11.8M(+11.3%)	$564.4M	0.0%	-5.66%	35
MILLENNIUM MANAGEMENT LLC	Increased	7.2M(+61.0%)	$342.3M	0.1%	+11.43%	53
WELLINGTON MANAGEMENT GROUP LLP	Decreased	5.2M(-15.9%)	$250.1M	0.0%	+22.19%	0
Capital World Investors	Increased	3.3M(+7.0%)	$156.1M	0.0%	+66.74%	33
STATE STREET CORP	Increased	2.9M(+4.2%)	$136.9M	0.0%	+28.38%	32
CITADEL ADVISORS LLC	Increased	2M(+22.9%)	$93.8M	0.0%	+2.71%	36
GEODE CAPITAL MANAGEMENT, LLC	Increased	2M(+9.8%)	$93.1M	0.0%	+31.44%	33
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	1.9M(+185.7%)	$91.4M	0.3%	+22.67%	58
JPMORGAN CHASE & CO	Increased	1.5M(+27.0%)	$68.8M	0.0%	-1.79%	37
BALYASNY ASSET MANAGEMENT L.P.	Increased	1.4M(+131.0%)	$68M	0.1%	+6.09%	48
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	1.3M(+549.6%)	$63.1M	0.1%	+12.00%	48
WESTFIELD CAPITAL MANAGEMENT CO LP	Increased	1.2M(+49.8%)	$56.2M	0.2%	-9.45%	49
FMR LLC	Decreased	995,155(-3.5%)	$47.5M	0.0%	-6.32%	0
FRANKLIN RESOURCES INC	Decreased	977,423(-17.4%)	$46.6M	0.0%	+15.79%	0
WASATCH ADVISORS LP	Increased	921,720(+0.5%)	$44M	0.3%	+69.25%	35
BAMCO INC /NY/	Increased	830,574(+13.7%)	$39.6M	0.1%	-5.00%	39
Capital Research Global Investors	Unchanged	794,883	$37.9M	0.0%	+75.92%	0
MORGAN STANLEY	Decreased	747,047(-5.8%)	$35.6M	0.0%	-0.51%	0
NORTHERN TRUST CORP	Increased	727,036(+7.0%)	$34.7M	0.0%	+27.37%	31
RAYMOND JAMES FINANCIAL INC	Decreased	734,004(-8.4%)	$34.6M	0.0%	-7.91%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer