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STEP — STEPSTONE GROUP INC

Reported value held$2.33B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)39
Institutional value$1.76B · 47.64M sh
New / Add / Cut / Exit5 / 19 / 14 / 1
Top-5 / Top-10 concentration64.4% / 79.3%
Institutional holdings change Reducing -0.9% (-452.14K sh)
Institutional value change Down -14.9%

As of Q2 2026, 39 SEC-registered investment managers reported holding STEP (STEPSTONE GROUP INC) in their latest 13F filings, with a combined reported value of $1.76B across 47.64M shares. That is -0.9% by share count (-452.14K shares) versus the previous quarter, while reported value moved -14.9%. Ownership is concentrated: the five largest holders account for 64.4% of reported value and the top ten for 79.3%.

Compared with the prior quarter, 5 opened new positions, 19 added to existing stakes, 14 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

STEP is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 8.45M $542.23M 0.01% Add
BlackRock Inc history Q2 2026 11.97M $495.17M 0.01% Add
Millennium Management history Q2 2026 5.63M $232.89M 0.09% Reduce
Wellington Management Group history Q2 2026 5.19M $214.66M 0.04% Reduce
Capital World Investors history Q2 2026 2.52M $104.39M 0.01% Reduce
Geode Capital Management history Q2 2026 2.02M $83.41M 0.00% Add
JPMorgan Chase & Co history Q2 2026 1.52M $61.38M 0.01% New
Goldman Sachs Group history Q2 2026 1.43M $59.08M 0.01% Add
Capital Research Global Investors history Q2 2026 1.23M $50.95M 0.01% Add
Balyasny Asset Management history Q2 2026 1.11M $46.04M 0.06% Reduce
Morgan Stanley history Q2 2026 1.08M $44.85M 0.00% Add
Point72 Asset Management history Q2 2026 1.00M $41.55M 0.05% Add
Baron Funds history Q2 2026 828.91K $34.28M 0.08% Hold
Northern Trust Corp history Q2 2026 802.24K $33.18M 0.00% Add
MFS Investment Management history Q4 2025 461.04K $29.58M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 689.49K $28.52M 0.00% Add
Bank of America Corp history Q2 2026 643.17K $26.60M 0.00% Add
Franklin Resources history Q2 2026 547.00K $22.62M 0.01% Reduce
BNY Mellon history Q2 2026 525.92K $21.75M 0.00% Add
UBS Group AG history Q2 2026 501.32K $20.73M 0.00% Reduce

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 9.40M 10.09M 9.90M 9.44M 10.27M 10.63M 11.83M 11.97M
Millennium Management 9.18K 1.06M 236.88K 161.87K 11.20K 36.34K 678.93K 1.32M 2.42M 2.77M 2.88M 1.53M 1.24M 801.28K 2.96M 4.40M 3.89M 4.46M 7.17M 5.63M
Wellington Management Group 1.01M 805.12K 1.74M 4.20M 4.45M 4.80M 5.50M 5.84M 6.37M 6.99M 8.11M 5.72M 5.50M 3.49M 3.58M 3.47M 5.72M 6.23M 5.24M 5.19M
Capital World Investors 1.50M 1.50M 1.50M 2.13M 2.42M 2.42M 2.42M 2.47M 2.54M 2.54M 2.54M 2.54M 2.55M 2.55M 2.57M 2.86M 2.96M 3.06M 3.27M 2.52M
Geode Capital Management 710.15K 848.04K 882.67K 1.02M 1.04M 982.64K 1.03M 1.07M 1.12M 1.18M 1.23M 1.24M 1.46M 1.51M 1.62M 1.59M 1.72M 1.78M 1.95M 2.02M
JPMorgan Chase & Co 2.75M 3.21M 3.86M 4.07M 4.03M 4.08M 4.23M 4.40M 3.47M 3.47M 2.89M 2.32M 1.63M 1.71M 1.65M 1.49M 1.38M 1.17M — 1.52M
Goldman Sachs Group 82.30K 108.30K 83.06K 84.92K 109.49K 138.57K 155.72K 132.35K 95.43K 126.69K 175.50K 101.72K 273.91K 293.76K 357.28K 552.50K 302.89K 204.46K 583.61K 1.43M
Capital Research Global Investors 356.60K 356.60K 356.60K 623.80K 623.80K 623.80K 623.80K 491.99K 491.99K 628.53K 628.53K 728.53K 728.53K 728.53K 728.53K 794.88K 794.88K 794.88K 794.88K 1.23M
Balyasny Asset Management — — — — — — — 222.87K — 33.66K 18.58K 9.29K — 30.72K 209.25K 472.27K 383.49K 617.25K 1.43M 1.11M
Morgan Stanley 233.62K 514.56K 456.04K 418.62K 416.82K 291.30K 323.91K 314.08K 276.86K 345.74K 135.84K 427.56K 695.41K 608.96K 648.13K 567.25K 544.22K 793.15K 747.05K 1.08M
Point72 Asset Management — — — — — — — 58 — 85.00K 83.60K — — 8.65K — 12.00K — — 187.07K 1.00M
Baron Funds — — — — — — 79.70K 113.03K 142.75K 165.70K 165.70K 165.70K 165.70K 140.51K 140.51K 140.51K 598.29K 730.56K 830.57K 828.91K
Northern Trust Corp 548.14K 405.05K 430.81K 474.40K 476.60K 483.53K 497.26K 495.09K 502.04K 494.12K 487.39K 507.31K 638.47K 692.57K 660.79K 650.78K 715.49K 679.80K 727.04K 802.24K
Charles Schwab Investment Management 280.45K 323.59K 398.19K 391.56K 398.88K 412.60K 440.75K 472.52K 517.50K 563.61K 557.82K 512.09K 596.85K 609.62K 593.44K 592.41K 660.89K 674.91K 650.63K 689.49K
Bank of America Corp 249.79K 372.30K 411.70K 370.04K 313.62K 289.87K 298.63K 265.77K 344.35K 249.13K 365.91K 395.10K 307.69K 271.07K 282.06K 315.81K 288.06K 269.97K 414.72K 643.17K
Franklin Resources — — — — — — — — — — 371.43K 719.29K 805.20K 871.72K 877.44K 1.12M 1.17M 1.18M 977.42K 547.00K
BNY Mellon 151.99K 187.17K 204.54K 213.42K 244.15K 342.68K 330.08K 405.41K 772.92K 816.43K 890.18K 1.12M 1.05M 907.41K 634.83K 593.54K 538.99K 505.67K 491.74K 525.92K
UBS Group AG 84 51.55K 20.22K 2.42K 2.04K 16.57K 24.93K 39.83K 52.57K 38.57K 67.97K 26.03K 29.70K 100.13K 138.27K 120.67K 604.52K 363.35K 520.41K 501.32K
Principal Global Investors 8.49K 74.92K 55.69K 37.86K 18.45K 29.34K 24.44K 16.89K 21.97K 29.87K 26.72K 291.53K 417.85K 438.13K 329.54K 327.14K 487.46K 347.93K 360.25K 356.66K
PSP Investments — — — — — — — — — — — 114.48K 132.89K 157.54K 209.23K 224.97K 281.88K 251.96K 263.79K 347.88K

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