Skip to content
Disclosery

STEP STEPSTONE GROUP INC

Follow

COM CL A (common), issuer CIK 1796022

263 managers (273 13F filers) reported a position in STEP shares at 2026-06-30, 79,852,644 shares in all. 51 filers opened a position and 40 filers sold out during the quarter.

Managers
263
13F filers
273
New
51
Added
126
Reduced
71
Sold out
40
Shares held by filers
79,852,644

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kemnay Advisory Services Inc.582$24.1K<0.01%+6413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …512$21K<0.01%013F-HRTimelineGroup
Kilter Group LLC493$20.4K0.01%+19413F-HRTimeline
Silvant Capital Management LLC475$19.6K<0.01%new13F-HRTimeline
State of Wyoming439$18.2K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.387$16K<0.01%+7513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.330$13.7K<0.01%-22313F-HRTimelineGroup
Larson Financial Group LLC327$13.5K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust253$10.5K<0.01%+2213F-HRTimeline
UMB Bank, n.a.246$10.2K<0.01%+7913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK243$10K<0.01%+22513F-HRTimelineGroup
SIGNATUREFD, LLC227$9.39K<0.01%-13913F-HRTimeline
Quarry LP225$9.31K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC198$8.19K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC184$7.41K<0.01%013F-HRTimeline
Caitong International Asset Management …160$6.62K<0.01%-4,01813F-HRTimeline
Parallel Advisors, LLC157$6.49K<0.01%-513F-HRTimeline
Allworth Financial LP132$5.46K<0.01%-54413F-HRTimeline
Federation des caisses Desjardins du Qu…126$5.23K<0.01%-4,09813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC118$4.88K<0.01%+9013F-HRTimelineGroup
DANSKE BANK A/S100$4.14K<0.01%013F-HRTimeline
Covestor Ltd106$4K<0.01%-2313F-HRTimeline
IFP Advisors, Inc79$3.27K<0.01%-613F-HRTimeline
Salomon & Ludwin, LLC66$2.68K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB63$2.61K<0.01%-1013F-HRTimeline
Private Wealth Asset Management, LLC51$2.11K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50$2.07K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC48$1.99K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38$1.57K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$1.53K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC36$1.49K<0.01%-5513F-HRTimeline
Bogart Wealth, LLC36$1.49K<0.01%+1413F-HRTimeline
Keating Financial Advisory Services, In…35$1.45K<0.01%-2713F-HRTimeline
Fortitude Family Office, LLC20$827<0.01%+113F-HRTimeline
Bare Financial Services, Inc19$786<0.01%-7913F-HRTimeline
Rossby Financial, LCC18$744<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC17$704<0.01%+1013F-HRTimeline
SBI Securities Co., Ltd.17$703<0.01%013F-HRTimeline
CVA Family Office, LLC16$662<0.01%+313F-HRTimeline
SJS Investment Consulting Inc.16$662<0.01%+513F-HRTimeline
Prestige Wealth Management Group LLC15$621<0.01%+1013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15$620<0.01%-5313F-HRTimeline
Physician Wealth Advisors, Inc.11$455<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC9$372<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.8$331<0.01%new13F-HRTimeline
Essential Partners LLC8$331<0.01%-69013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS8$330<0.01%new13F-HRTimeline
Creative Capital Management Investments…7$290<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC6$249<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC6$248<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5$207<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.4$166<0.01%new13F-HRTimeline
Davis Capital Management4$165<0.01%new13F-HRTimeline
Abound Wealth Management3$125<0.01%013F-HRTimeline
True Wealth Design, LLC2$83<0.01%-7913F-HRTimeline
LRI Investments, LLC2$83<0.01%new13F-HRTimeline
Bayforest Capital Ltd2$83<0.01%-67213F-HRTimeline
Hughes Financial Services, LLC2$83<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2$83<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1$42<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$41<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1$41<0.01%new13F-HRTimeline
Evolution Advisers, Inc.7$00%new13F-HRTimelineValue filed as zero, left out of ratios.