Skip to content
Disclosery

STEP STEPSTONE GROUP INC

Follow

COM CL A (common), issuer CIK 1796022

250 managers (253 13F filers) reported a position in STEP shares at 2024-12-31, 68,229,037 shares in all. 53 filers opened a position and 15 filers sold out during the quarter.

Managers
250
13F filers
253
New
53
Added
97
Reduced
63
Sold out
15
Shares held by filers
68,229,037

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.616$35.7K<0.01%-8,28013F-HR/ATimelineGroup
Farther Finance Advisors, LLC574$33.2K<0.01%+213F-HRTimeline
Raleigh Capital Management Inc.500$28.9K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…461$26.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC283$16.4K<0.01%+413F-HRTimeline
Lindbrook Capital, LLC203$11.8K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC200$11.6K<0.01%new13F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…177$10.2K<0.01%+513F-HRTimelineGroup
Hexagon Capital Partners LLC177$10.2K<0.01%-2113F-HRTimeline
Clearstead Advisors, LLC168$9.72K<0.01%+9113F-HRTimeline
UMB Bank, n.a.164$9.49K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC154$8.91K<0.01%+413F-HRTimeline
Geneos Wealth Management Inc.150$8.68K<0.01%new13F-HRTimeline
Hillsdale Investment Management Inc.140$8.1K<0.01%-1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC136$8K<0.01%+7113F-HRTimelineGroup
AlphaQuest LLC136$7.87K<0.01%+12113F-HRTimeline
Smartleaf Asset Management LLC127$7.44K<0.01%+5613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC88$5.09K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC70$4.05K<0.01%+1513F-HRTimeline
Sterling Capital Management LLC67$3.88K<0.01%+413F-HRTimeline
Global Retirement Partners, LLC63$3.65K<0.01%013F-HRTimeline
Allworth Financial LP57$3.63K<0.01%+1013F-HRTimeline
Avior Wealth Management, LLC61$3.53K<0.01%-813F-HRTimeline
PITTENGER & ANDERSON INC59$3.42K<0.01%new13F-HRTimeline
High Note Wealth, LLC57$3.3K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP52$3.01K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC50$2.89K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC48$2.78K<0.01%013F-HRTimeline
Quarry LP41$2.37K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37$2.14K<0.01%-48513F-HRTimelineGroup
WHITTIER TRUST CO36$2.08K<0.01%-12713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35$2.03K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.27$1.56K<0.01%13F-HRTimeline
Arax Advisory Partners26$1.5K<0.01%013F-HRTimeline
Brooklyn Investment Group25$1.45K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC19$1.1K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB18$1.04K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT22$1K<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC15$869<0.01%013F-HRTimeline
CoreCap Advisors, LLC8$463<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC7$406<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust6$348<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.5$290<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.5$290<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$290<0.01%13F-HRTimeline
Abound Wealth Management4$232<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$58<0.01%013F-HRTimelineGroup
Parkworth Wealth Management, Inc.1$58<0.01%13F-HRTimeline
Hemington Wealth Management6$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.