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STEP in the 13F filings

Stepstone Group Inc · CUSIP 85914M107

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 8 Aug 2025
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 8 listed it in both
Shares listed
19,041,196
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 95 comparable managers: 8 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing STEP in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
T. Rowe Price Associates Inc6,057,978$336munder 0.1%Added+19,31314 Aug 2025 (the filing on sec.gov)
Millennium Management LLC4,397,926$244m0.12%New+1,435,10014 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP3,465,193$192munder 0.1%Trimmed-114,96414 Aug 2025 (the filing on sec.gov)
Capital World Investors2,859,391$159munder 0.1%Added+289,59213 Aug 2025 (the filing on sec.gov)
MFS Investment Management942,241$52munder 0.1%Added+156,0208 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors794,883$44munder 0.1%Added+66,35113 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC276,679$15m0.06%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP181,987$10munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
PDT Partners LLC42,775$2.4m0.13%Trimmed-24214 Aug 2025 (the filing on sec.gov)
Winton Group Ltd22,143$1.2m0.06%Added+39714 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

051015202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
STEP by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20203$31mn.a.n.a.
Q4 20202$40mn.a.n.a.
Q1 20212$65mn.a.n.a.
Q2 20213$65mn.a.n.a.
Q3 20213$81mn.a.n.a.
Q4 20215$194mn.a.n.a.
Q1 20223$163mn.a.n.a.
Q2 20223$155mn.a.n.a.
Q3 20225$268mn.a.n.a.
Q4 20225$290mn.a.n.a.
Q1 20234$227mn.a.n.a.
Q2 20233$218mn.a.n.a.
Q3 20236$467mn.a.n.a.
Q4 20236$507m41
Q1 20246$514m31
Q2 20248$686m52
Q3 20248$891m44
Q4 20248$825m34
Q1 202510$953m62
Q2 202510$1.1bn82
Q3 202511$1.3bn82
Q4 202513$1.5bn159
Q1 20269$1.1bn1612
Q2 202610$916m1715

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

STEP and V →STEP and AXP →STEP and BAC →Choose a stock to compare with STEP →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own STEP, latest filings →Back to the 13F Explorer →