DaveManuel.com · Institutional Ownership · Who Owns It
STEPSTONE GROUP INC (STEP)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
277
Reporting holders
$3.3B
Reported value
0.9%
Calls
0.4%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $495.2M | 11,972,263 | 0.01% | 8q | +1.2%+$6.0M |
| MILLENNIUM MANAGEMENT LLC | $232.9M incl. $463.2K options PUT | 5,619,498 | 0.08% | 22q | -21.7%-$64.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $214.7M | 5,189,963 | 0.04% | 24q | -1.0%-$2.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $213.7M | 5,167,251 | 0.02% | 24q | +6.0%+$12.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193.3M | 4,674,073 | 0.01% | 2q | +4.2%+$7.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $146.8M | 3,550,308 | 0.00% | 2q | +0.7%+$1.0M |
| STATE STREET CORP | $129.0M | 3,117,991 | 0.00% | 23q | +8.6%+$10.3M |
| Capital World Investors | $104.4M | 2,524,018 | 0.01% | 24q | -22.8%-$30.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $83.4M | 2,016,372 | 0.00% | 23q | +3.3%+$2.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $79.8M | 1,930,015 | 0.24% | 12q | +0.8%+$642.7K |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $71.5M | 1,729,424 | 0.23% | 4q | +46.8%+$22.8M |
| JPMORGAN CHASE & CO | $61.4M | 1,520,835 | 0.00% | 24q | +2.8%+$1.7M |
| GOLDMAN SACHS GROUP INC | $59.1M | 1,428,505 | 0.01% | 24q | +144.8%+$34.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $57.5M | 1,391,217 | 0.08% | 3q | +5.1%+$2.8M |
| SAMLYN CAPITAL, LLC | $52.5M | 1,269,100 | 0.85% | 2q | +41.7%+$15.5M |
| Capital Research Global Investors | $51.0M | 1,231,923 | 0.01% | 24q | +55.0%+$18.1M |
| Balyasny Asset Management L.P. | $46.0M | 1,113,093 | 0.06% | 7q | -21.9%-$12.9M |
| MORGAN STANLEY | $44.8M | 1,084,346 | 0.00% | 24q | +45.2%+$14.0M |
| Junto Capital Management LP | $44.6M | 1,078,672 | 0.78% | 2q | +26.1%+$9.2M |
| Point72 Asset Management, L.P. | $41.6M | 1,004,669 | 0.05% | 2q | +437.1%+$33.8M |
| WASATCH ADVISORS LP | $37.4M | 905,245 | 0.25% | 23q | -1.8%-$681.4K |
| BAMCO INC /NY/ | $34.3M | 828,911 | 0.05% | 14q | HELD |
| NORTHERN TRUST CORP | $33.2M | 802,242 | 0.00% | 24q | +10.3%+$3.1M |
| RAYMOND JAMES FINANCIAL INC | $30.4M | 735,937 | 0.01% | 7q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.5M | 689,492 | 0.00% | 23q | +6.0%+$1.6M |
| Advent International, L.P. | $28.3M | 683,432 | 0.16% | 2q | +468.9%+$23.3M |
| BANK OF AMERICA CORP /DE/ | $26.6M | 643,171 | 0.00% | 24q | +55.1%+$9.4M |
| JANE STREET GROUP, LLC | $26.6M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| FRANKLIN RESOURCES INC | $22.6M | 547,000 | 0.00% | 10q | -44.0%-$17.8M |
| Bank of New York Mellon Corp | $21.8M | 525,918 | 0.00% | 23q | +7.0%+$1.4M |
| UBS Group AG | $20.7M | 501,320 | 0.00% | 24q | -3.7%-$789.7K |
| VANGUARD FIDUCIARY TRUST CO | $20.7M | 500,049 | 0.00% | 2q | -2.7%-$578.1K |
| Nuveen, LLC | $20.2M | 488,219 | 0.00% | 6q | +63.0%+$7.8M |
| Woodline Partners LP | $19.3M | 466,529 | 0.06% | 3q | +129.4%+$10.9M |
| Schonfeld Strategic Advisors LLC | $18.1M | 437,016 | 0.06% | 7q | +150.2%+$10.8M |
| FRED ALGER MANAGEMENT, LLC | $14.9M | 360,029 | 0.05% | 24q | -29.7%-$6.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $14.8M | 358,586 | 0.06% | 7q | -17.2%-$3.1M |
| PRINCIPAL FINANCIAL GROUP INC | $14.8M | 356,662 | 0.01% | 21q | -1.0%-$148.5K |
| Rockefeller Capital Management L.P. | $14.5M | 350,476 | 0.02% | 5q | +13.9%+$1.8M |
| TimesSquare Capital Management, LLC | $14.5M | 349,666 | 0.21% | 3q | -10.5%-$1.7M |
| Public Sector Pension Investment Board | $14.4M | 347,876 | 0.04% | 9q | +31.9%+$3.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.4M incl. $8.4M options CALL+PUT | 120,367 | 0.00% | 3q | +163.0%+$8.3M |
| LAZARD ASSET MANAGEMENT LLC | $13.3M | 320,853 | 0.02% | 11q | -3.5%-$474.6K |
| Grantham, Mayo, Van Otterloo & Co. LLC | $13.2M | 318,500 | 0.03% | 13q | +2.1%+$268.4K |
| Tidal Investments LLC | $13.0M | 314,523 | 0.02% | 5q | +11.8%+$1.4M |
| MARSHALL WACE, LLP | $12.5M | 301,956 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $12.5M incl. $4.9M options CALL+PUT | 182,893 | 0.00% | 9q | -90.7%-$121.5M |
| Engle Capital Management, L.P. | $12.4M | 300,000 | 3.41% | 4q | +26.5%+$2.6M |
| WELLS FARGO & COMPANY/MN | $11.3M | 272,665 | 0.00% | 24q | +22.2%+$2.1M |
| Inherent Management Corp. | $10.9M | 263,729 | 4.23% | 2q | +12.8%+$1.2M |
| SEGALL BRYANT & HAMILL, LLC | $10.8M | 260,788 | 0.13% | 22q | +1.8%+$185.9K |
| Squarepoint Ops LLC | $10.7M | 258,252 | 0.01% | 2q | -8.5%-$991.9K |
| Invesco Ltd. | $9.6M | 233,314 | 0.00% | 24q | -53.4%-$11.1M |
| Trexquant Investment LP | $9.4M | 226,578 | 0.06% | 2q | +207.9%+$6.3M |
| Ceredex Value Advisors LLC | $9.1M | 219,650 | 0.26% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $8.8M | 213,300 | 0.01% | 2q | +133.1%+$5.0M |
| BARCLAYS PLC | $8.6M | 209,018 | 0.00% | 18q | +143.4%+$5.1M |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.0M | 192,648 | 0.02% | 24q | +5.5%+$415.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.9M | 190,163 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $7.3M | 176,984 | 0.01% | 23q | -6.4%-$502.6K |
| Delta Global Management LP | $7.2M | 174,120 | 0.78% | 2q | +222.4%+$5.0M |
| HSBC HOLDINGS PLC | $6.9M | 172,408 | 0.00% | 2q | +113.6%+$3.7M |
| XTX Topco Ltd | $6.8M | 164,013 | 0.09% | 4q | +92.5%+$3.3M |
| Legal & General Group Plc | $6.7M | 161,167 | 0.00% | 24q | -0.6%-$38.9K |
| Jupiter Topco LLC | $6.6M | 160,014 | 0.00% | new | FIRST |
| Prana Capital Management, LP | $6.3M incl. $413.6K options CALL | 143,222 | 0.19% | 6q | +115.4%+$3.4M |
| AMERIPRISE FINANCIAL INC | $6.2M | 150,179 | 0.00% | 9q | -6.3%-$414.7K |
| Quantinno Capital Management LP | $6.1M | 147,634 | 0.01% | 5q | +15.0%+$794.4K |
| Swiss National Bank | $6.0M | 144,800 | 0.00% | 21q | +3.8%+$219.2K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.5M | 133,567 | 0.01% | 2q | +38.9%+$1.5M |
| Corient Private Wealth LP | $5.4M | 131,465 | 0.01% | 4q | +29.5%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $5.4M incl. $1.0M options PUT | 104,781 | 0.00% | 7q | +116.5%+$2.9M |
| George Kaiser Family Foundation | $5.1M | 124,406 | 0.49% | new | NEW |
| LPL Financial LLC | $5.1M | 124,366 | 0.00% | 21q | +699.8%+$4.5M |
| IBEX WEALTH ADVISORS | $5.0M | 121,785 | 0.39% | new | NEW |
| FMR LLC | $5.0M | 121,628 | 0.00% | 24q | -87.8%-$36.1M |
| Qube Research & Technologies Ltd | $4.8M | 117,256 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $4.7M | 97,917 | 0.00% | 23q | +19.4%+$758.4K |
| VAN ECK ASSOCIATES CORP | $4.6M | 112,120 | 0.00% | 5q | +28.6%+$1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.6M | 111,890 | 0.00% | 21q | -0.5%-$24.8K |
| TRILLIUM ASSET MANAGEMENT, LLC | $4.4M | 106,446 | 0.14% | 4q | +71.3%+$1.8M |
| Weiss Asset Management LP | $3.6M | 85,933 | 0.04% | new | NEW |
| Engineers Gate Manager LP | $3.5M | 85,654 | 0.05% | 3q | +338.9%+$2.7M |
| Y-Intercept (Hong Kong) Ltd | $3.5M | 85,479 | 0.07% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.4M | 82,586 | 0.00% | 23q | -1.4%-$49.6K |
| DEUTSCHE BANK AG\ | $3.3M | 80,421 | 0.00% | 23q | +25.6%+$677.1K |
| PRUDENTIAL FINANCIAL INC | $3.1M | 76,055 | 0.00% | 9q | -9.7%-$336.7K |
| AQR CAPITAL MANAGEMENT LLC | $2.9M | 70,926 | 0.00% | 9q | -53.9%-$3.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.8M | 67,216 | 0.00% | 2q | +5.0%+$131.9K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 66,372 | 0.00% | 23q | +1.7%+$45.2K |
| SEI INVESTMENTS CO | $2.4M | 57,590 | 0.00% | 21q | -30.8%-$1.1M |
| BESSEMER GROUP INC | $2.4M | 56,925 | 0.00% | 8q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $2.3M | 55,179 | 0.00% | 13q | +4.0%+$88.0K |
| MACKENZIE FINANCIAL CORP | $2.1M | 51,219 | 0.00% | 7q | +17.7%+$318.7K |
| Thrivent Financial for Lutherans | $2.0M | 48,418 | 0.00% | 10q | -24.8%-$660.6K |
| GSA CAPITAL PARTNERS LLP | $2.0M | 48,210 | 0.13% | 3q | +317.0%+$1.5M |
| Amundi | $2.0M | 48,150 | 0.00% | 12q | +174.4%+$1.3M |
| Aquatic Capital Management LLC | $1.9M | 46,739 | 0.07% | 5q | +111.6%+$1.0M |
| US BANCORP \DE\ | $1.9M | 45,694 | 0.00% | 11q | HELD |
| MetLife Investment Management, LLC | $1.9M | 45,416 | 0.01% | 23q | +16.5%+$265.6K |
Showing the largest 100 of 277 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | McCabe Michael I | Head of Strategy | Bought | 120,000 | $5.0M ×2 |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Sold | 100,000 | $4.9M ×4 |
| 2026-06-02 | Fernandez Jose A | Co-Chief Operating Officer | Sold | 100,000 | $4.7M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 53 | $52.8M | 1,217,595 | 9 | 25 | 9 | 0.0% |
| Q2 2026 | 277 | $3.3B | 79,852,644 | 53 | 124 | 68 | 1.3% |
| Q1 2026 | 268 | $4.0B | 81,951,494 | 57 | 98 | 76 | 0.8% |
| Q4 2025 | 261 | $5.1B | 79,797,714 | 32 | 102 | 74 | 0.0% |
| Q3 2025 | 257 | $4.9B | 75,329,743 | 32 | 112 | 61 | 0.0% |
| Q2 2025 | 269 | $4.0B | 71,212,206 | 59 | 85 | 89 | 0.1% |
| Q1 2025 | 236 | $3.7B | 69,813,195 | 28 | 98 | 70 | 0.0% |
| Q4 2024 | 253 | $4.0B | 68,261,127 | 55 | 92 | 60 | 0.1% |
| Q3 2024 | 208 | $3.9B | 68,178,158 | 39 | 91 | 51 | 0.0% |
| Q2 2024 | 188 | $2.9B | 63,009,686 | 57 | 62 | 49 | 0.0% |
| Q1 2024 | 141 | $2.1B | 57,829,185 | 29 | 45 | 41 | 0.0% |
| Q4 2023 | 127 | $1.8B | 55,976,812 | 14 | 43 | 42 | 0.0% |
| Q3 2023 | 121 | $1.6B | 51,425,290 | 19 | 53 | 28 | 0.0% |
| Q2 2023 | 123 | $1.2B | 49,791,834 | 26 | 41 | 37 | 0.3% |
| Q1 2023 | 119 | $1.3B | 52,385,494 | 23 | 50 | 28 | 0.1% |
| Q4 2022 | 116 | $1.2B | 49,302,039 | 13 | 46 | 40 | 0.0% |
| Q3 2022 | 115 | $1.3B | 52,076,439 | 14 | 36 | 41 | 0.0% |
| Q2 2022 | 121 | $1.4B | 52,039,515 | 24 | 53 | 31 | 0.6% |
| Q1 2022 | 120 | $1.7B | 50,171,978 | 17 | 57 | 30 | 0.1% |
| Q4 2021 | 129 | $2.4B | 57,514,464 | 29 | 65 | 23 | 0.1% |
| Q3 2021 | 114 | $2.2B | 51,444,287 | 26 | 49 | 30 | 0.1% |
| Q2 2021 | 102 | $1.8B | 50,997,357 | 29 | 47 | 18 | 0.1% |
| Q1 2021 | 86 | $1.6B | 44,455,551 | 23 | 42 | 17 | 0.2% |
| Q4 2020 | 77 | $1.4B | 35,912,753 | 31 | 23 | 12 | 0.1% |
| Q3 2020 | 72 | $743.8M | 28,790,225 | 72 | 0 | 0 | 0.0% |