Quick Takeaways
- STEP - StepStone Group Inc. has 17 insiders with reported activity on this page.
- Net insider value flow over the last year: -$54,606,686.
- Recent transaction rows are available for direct filing-level review.
Net insider flow leans to selling over the last 12 months. Net value: -$54,606,686.
$565,772
Shares: 12,793
Insiders: 1
$55,172,458
Shares: 890,406
Insiders: 5
-$54,606,686
Shares: -877,613
Insiders: -4
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 12,793 | 10,000 | $565,772 | $725,176 | -$159,405 |
| 3-6 | 0 | 433,262 | $0 | $27,752,364 | -$27,752,364 |
| 6-9 | 0 | 31,000 | $0 | $1,937,450 | -$1,937,450 |
| 9-12 | 0 | 416,144 | $0 | $24,757,467 | -$24,757,467 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Sanford Energy, Inc. | Former 10% Owner | $263,721,413 | Mixed | 02 Dec 2024 | ||
| Thomas Keck | Director | $257,630,692 | Mixed | 13 Mar 2026 | ||
| Jose A. Fernandez | Co-Chief Operating Officer, Director | $228,369,015 | -$13,120,536 | -5.4% | Mixed | 31 Mar 2026 |
| James Lim | 10%+ Owner | $217,975,204 | Filing P/S | 15 Feb 2024 | ||
| ARG Private Equity, LLC | 10%+ Owner | $163,150,967 | Mixed | 18 Nov 2021 | ||
| Robert Waldo | 10%+ Owner | $144,519,667 | Mixed | 27 Oct 2021 | ||
| Monte M. Brem | Director, Member of 13D Group that owns more than 10% | $112,662,695 | Mixed | 11 Sep 2024 | ||
| Michael I. McCabe | Head of Strategy, Director | $20,270,106 | -$31,584,521 | -61% | Mixed | 13 Mar 2026 |
| Scott W. Hart | Chief Executive Officer, Director | $3,662,124 | -$6,926,051 | -65% | Mixed | 13 Mar 2026 |
| David Y. Park | Chief Financial Officer | $3,253,739 | -$63,260 | -1.9% | Mixed | 31 Mar 2026 |
| David F. Hoffmeister | Director | $3,173,978 | Mixed | 09 Sep 2025 | ||
| Jason P. Ment | President & Co-COO | $2,313,732 | -$3,478,089 | -60% | Mixed | 13 Mar 2026 |
| Anne L. Raymond | Director | $1,616,788 | Mixed | 09 Sep 2025 | ||
| Valerie G. Brown | Director | $1,308,234 | Mixed | 09 Sep 2025 | ||
| Johnny D. Randel | Chief Financial Officer, Member of 13D Group that owns more than 10% | $1,085,649 | Mixed | 14 Feb 2023 | ||
| Steven R. Mitchell | Director | $565,194 | +$565,772 | +100% | Filing P/S | 23 Feb 2026 |
| Anthony W. Keathley | Chief Accounting Officer | $164,787 | Mixed | 13 Mar 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
13%
from 13D/G
|
10,625,314
|
$681,826,373 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
13D/G
|
Company · The Vanguard Group |
11%
from 13D/G
|
8,449,878
|
$542,228,672 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
13D/G
|
Company |
7.3%
from 13D/G
|
6,227,753
|
$399,634,910 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
13D/G
|
Company · T. Rowe Price Associates, Inc. |
5.6%
from 13D/G
|
5,102,666
|
$327,439,000 | — | 31 Dec 2025 | |
| Jose A. Fernandez |
13D/G
3/4/5
|
Co-Chief Operating Officer, Director |
6%
|
5,033,311
|
$313,222,944 | $0 | 18 Sep 2025 | |
| Monte M. Brem |
13D/G
3/4/5
|
Jose A. Fernandez · Director, Member of 13D Group that owns more than 10% |
6%
|
5,033,311
|
$313,222,944 | -$2,376,905,032 | 18 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
13D/G
|
Company |
5.7%
from 13D/G
|
4,456,150
|
$285,951,146 | — | 31 Dec 2025 | |
| Thomas Keck |
13D/G
3/4/5
|
Director |
5.2%
|
4,299,538
|
$267,560,250 | $0 | 18 Sep 2025 | |
| Sanford Energy, Inc. |
3/4/5
|
Former 10% Owner |
—
mixed-class rows
|
7,160,656
mixed-class rows
|
$263,721,413 | — | 02 Dec 2024 | |
| Pitcairn Wealth Advisors LLC |
13F
|
Company |
5%
|
4,040,795
|
$259,297,815 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
13D/G
|
Company |
5.3%
from 13D/G
|
4,006,305
|
$257,084,592 | — | 31 Dec 2025 | |
| ARG Private Equity, LLC |
13D/G
3/4/5
|
Waldo Robert · 10%+ Owner |
4.3%
|
3,687,708
|
$236,633,953 | $0 | 06 Jan 2026 | |
| James Lim |
3/4/5
13D/G
|
10%+ Owner |
4%
from 13D/G
|
6,208,351
|
$217,975,204 | — | 15 Feb 2024 | |
| Capital World Investors |
13F
|
Company |
3.8%
|
3,056,795
|
$196,154,535 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.4%
|
2,755,041
|
$176,790,981 | — | 31 Dec 2025 | |
| Robert Waldo |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
5,018,044
|
$144,519,667 | — | 27 Oct 2021 | |
| FMR LLC |
13D/G
13F
|
Company |
3.2%
|
2,432,527
|
$141,524,432 | $0 | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,776,677
|
$114,027,841 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
2%
|
1,599,158
|
$102,617,969 | — | 31 Dec 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.5%
|
1,182,791
|
$75,899,698 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.5%
|
1,172,511
|
$75,240,031 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.5%
|
1,165,500
|
$74,790,135 | — | 31 Dec 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
1.1%
|
917,498
|
$58,876,000 | — | 31 Dec 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
1.1%
|
917,456
|
$58,873,152 | — | 31 Dec 2025 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
906,072
|
$58,142,741 | — | 31 Dec 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
1.1%
|
899,550
|
$57,724,118 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1%
|
801,580
|
$51,608,839 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1%
|
803,494
|
$51,560,293 | — | 31 Dec 2025 | |
| Capital Research Global Investors |
13F
|
Company |
0.99%
|
794,883
|
$51,007,642 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.99%
|
793,149
|
$50,896,503 | — | 31 Dec 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.98%
|
786,501
|
$50,469,769 | — | 31 Dec 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.91%
|
730,557
|
$46,879,843 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.85%
|
679,805
|
$43,623,086 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.84%
|
674,906
|
$43,308,718 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.84%
|
670,192
|
$43,006,221 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.77%
|
617,247
|
$39,608,740 | — | 31 Dec 2025 | |
| Holocene Advisors, LP |
13F
|
Company |
0.69%
|
549,229
|
$35,244,025 | — | 31 Dec 2025 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.65%
|
523,663
|
$33,603,454 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.63%
|
505,667
|
$32,448,642 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.58%
|
461,037
|
$29,584,744 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.51%
|
404,667
|
$25,967,482 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.48%
|
381,770
|
$24,498,181 | — | 31 Dec 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.46%
|
370,239
|
$23,758,237 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.45%
|
363,347
|
$23,315,978 | — | 31 Dec 2025 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.44%
|
353,697
|
$22,696,736 | — | 31 Dec 2025 | |
| Grantham, Mayo, Van Otterloo & Co. LLC |
13F
|
Company |
0.44%
|
352,370
|
$22,611,583 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.43%
|
347,925
|
$22,326,347 | — | 31 Dec 2025 | |
| Michael I. McCabe |
3/4/5
|
Head of Strategy, Director |
—
mixed-class rows
|
3,278,945
mixed-class rows
|
$20,270,106 | -$31,584,521 | 13 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.37%
|
298,880
|
$19,179,129 | — | 31 Dec 2025 | |
| Granahan Investment Management, LLC |
13F
|
Company |
0.36%
|
288,709
|
$18,526,457 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| David Y. Park | STEP | Class A Common Stock | Award | 0.13% | 64 | 50,705 | 31 Mar 2026 | Direct | ||
| Jose A. Fernandez | STEP | Class B Common Stock | Disposed to Issuer | -6.22% | -200,000 | 3,016,601 | 31 Mar 2026 | By Trust | ||
| Jose A. Fernandez | STEP | Class A Common Stock | Conversion of derivative security | 200,000 | 200,000 | 31 Mar 2026 | By Trust | |||
| Jose A. Fernandez | STEP | Class B Units | Conversion of derivative security | -6.22% | -200,000 | 3,016,601 | 31 Mar 2026 | By Trust | ||
| Thomas Keck | STEP | Class A Common Stock | Award | 51.2% | 7,152 | 21,118 | 13 Mar 2026 | Direct | ||
| Anthony W. Keathley | STEP | Class A Common Stock | Award | 83.6% | 1,612 | 3,540 | 13 Mar 2026 | Direct | ||
| Scott W. Hart | STEP | Class A Common Stock | Award | 54.5% | 27,722 | 78,605 | 13 Mar 2026 | Direct | ||
| David Y. Park | STEP | Class A Common Stock | Award | 171.6% | 31,992 | 50,641 | 13 Mar 2026 | Direct | ||
| Michael I. McCabe | STEP | Class A Common Stock | Award | 2.34% | 7,152 | 313,178 | 13 Mar 2026 | Direct | ||
| Jose A. Fernandez | STEP | Class A Common Stock | Award | 61.2% | 7,152 | 18,828 | 13 Mar 2026 | Direct | ||
| Jason P. Ment | STEP | Class A Common Stock | Award | 45.4% | 15,525 | 49,680 | 13 Mar 2026 | Direct | ||
| Steven R. Mitchell | STEP | Class A Common Stock | Purchase | $565,772 | $44.23 | 12,793 | 12,793 | 23 Feb 2026 | Direct | |
| Anthony W. Keathley | STEP | Class A Common Stock | Tax liability | -13.3% | -296 | 1,928 | 14 Feb 2026 | Direct | ||
| David Y. Park | STEP | Class A Common Stock | Tax liability | -15.7% | -3,480 | 18,649 | 14 Feb 2026 | Direct | ||
| Scott W. Hart | STEP | Class A Common Stock | Sale | -100% | $725,176 | $72.52 | -10,000 | 0 | 26 Jan 2026 | By Trust |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -50% | $661,700 | $66.17 | -10,000 | 10,000 | 26 Dec 2025 | By Trust |
| Michael I. McCabe | STEP | Class A Common Stock | Sale | -37.8% | $4,908,514 | $66.14 | -74,214 | 122,209 | 10 Dec 2025 | By Benzy LLC |
| Michael I. McCabe | STEP | Class A Common Stock | Sale | -27.8% | $7,801,215 | $66.20 | -117,838 | 306,026 | 10 Dec 2025 | Direct |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -33.3% | $617,000 | $61.70 | -10,000 | 20,000 | 25 Nov 2025 | By Trust |
| Jose A. Fernandez | STEP | Class A Common Stock | Sale | -100% | $4,386,122 | $62.30 | -70,402 | 0 | 13 Nov 2025 | By Trust |
| Jose A. Fernandez | STEP | Class A Common Stock | Sale | -50% | $4,410,772 | $62.65 | -70,404 | 70,402 | 12 Nov 2025 | By Trust |
| Jose A. Fernandez | STEP | Class A Common Stock | Sale | -33.3% | $4,323,642 | $61.41 | -70,404 | 140,806 | 11 Nov 2025 | By Trust |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -25% | $643,400 | $64.34 | -10,000 | 30,000 | 27 Oct 2025 | By Trust |
| David Y. Park | STEP | Class A Common Stock | Award | 0.5% | 109 | 22,129 | 01 Oct 2025 | Direct | ||
| Jose A. Fernandez | STEP | Class B Common Stock | Disposed to Issuer | -5.85% | -200,000 | 3,216,601 | 30 Sep 2025 | By Trust | ||
| Jose A. Fernandez | STEP | Class A Common Stock | Conversion of derivative security | 1784.1% | 200,000 | 211,210 | 30 Sep 2025 | By Trust | ||
| Jose A. Fernandez | STEP | Class B Units | Conversion of derivative security | -5.85% | -200,000 | 3,216,601 | 30 Sep 2025 | By Trust | ||
| Thomas Keck | STEP | Class B Common Stock | Gift | 30,623 | 30,623 | 30 Sep 2025 | By Croft & Company LLC | |||
| Thomas Keck | STEP | Class B Common Stock | Gift | -1.2% | -30,623 | 2,520,501 | 30 Sep 2025 | By Trust | ||
| Thomas Keck | STEP | Class B Units | Gift | 30,623 | 30,623 | 30 Sep 2025 | By Croft & Company LLC | |||
| Thomas Keck | STEP | Class B Units | Gift | -1.2% | -30,623 | 2,520,501 | 30 Sep 2025 | By Trust | ||
| Scott W. Hart | STEP | Class A Common Stock | Sale | -20% | $646,990 | $64.70 | -10,000 | 40,000 | 25 Sep 2025 | By Trust |
| David Y. Park | STEP | Class A Common Stock | Sale | -4.34% | $63,260 | $63.26 | -1,000 | 22,020 | 11 Sep 2025 | Direct |
| David F. Hoffmeister | STEP | Class A Common Stock | Award | 36% | 3,691 | 13,934 | 09 Sep 2025 | Direct | ||
| Valerie G. Brown | STEP | Class A Common Stock | Award | 95.5% | 3,281 | 6,717 | 09 Sep 2025 | Direct | ||
| Anne L. Raymond | STEP | Class A Common Stock | Award | 13.7% | 3,281 | 27,237 | 09 Sep 2025 | Direct | ||
| Scott W. Hart | STEP | Class A Common Stock | Sale | -16.7% | $614,400 | $61.44 | -10,000 | 50,000 | 25 Aug 2025 | By Trust |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -14.3% | $612,800 | $61.28 | -10,000 | 60,000 | 25 Jul 2025 | By Trust |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -12.5% | $602,900 | $60.29 | -10,000 | 70,000 | 10 Jul 2025 | By Trust |
| Michael I. McCabe | STEP | Class A Common Stock | Sale | -13.8% | $3,828,776 | $56.54 | -67,718 | 423,864 | 12 Jun 2025 | Direct |
| Michael I. McCabe | STEP | Class A Common Stock | Sale | -20.7% | $3,077,482 | $59.90 | -51,377 | 196,423 | 28 May 2025 | By Benzy LLC |
| Michael I. McCabe | STEP | Class A Common Stock | Sale | -28.9% | $11,968,535 | $59.92 | -199,741 | 491,582 | 28 May 2025 | Direct |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -25.7% | $1,663,482 | $60.06 | -27,697 | 80,000 | 28 May 2025 | By Trust |
| Jason P. Ment | STEP | Class A Common Stock | Sale | -62% | $3,376,073 | $60.71 | -55,608 | 34,155 | 28 May 2025 | Direct |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -1.29% | $84,194 | $60.01 | -1,403 | 107,697 | 23 May 2025 | By Trust |
| Jason P. Ment | STEP | Class A Common Stock | Sale | -0.99% | $54,000 | $60.00 | -900 | 89,763 | 23 May 2025 | Direct |
| Jason P. Ment | STEP | Class A Common Stock | Sale | -0.87% | $48,016 | $60.02 | -800 | 90,663 | 14 May 2025 | Direct |
| Scott W. Hart | STEP | Class A Common Stock | Sale | -0.82% | $54,009 | $60.01 | -900 | 109,100 | 14 May 2025 | By Trust |