StepStone Group Inc. - Class A Common Stock, Par Value $0.001 Per Share (STEP) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2020 to Q4 2025

Type / Class
Equity / Class A Common Stock, Par Value $0.001 Per Share
Symbol
STEP on Nasdaq
Shares outstanding
80,111,275
Price per share
$64.17
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
73,934,875
Total reported value
$4,828,737,735
% of total 13F portfolios
0%
Share change
+2,766,253
Value change
+$187,870,246
Number of holders
251
Price from insider filings
$64.17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of StepStone Group Inc. - Class A Common Stock, Par Value $0.001 Per Share (STEP) based on Schedule 13D/G filings

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 30 Sep 2025, 251 institutional investors reported holding 73,934,875 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.

Top 25 Institutional Shareholders

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

Institutional Holders of StepStone Group Inc. - Class A Common Stock, Par Value $0.001 Per Share (STEP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 131,687 $8,450,362 +$2,161,244 $64.17 19
2025 Q3 73,934,875 $4,828,737,735 +$187,870,246 $65.31 251
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