Skip to content

STEP STEPSTONE GROUP INC

Follow

COM CL A (common), issuer CIK 1796022

235 managers (238 13F filers) reported a position in STEP shares at 2025-03-31, 69,795,847 shares in all. 28 filers opened a position and 43 filers sold out during the quarter.

Managers
235
13F filers
238
New
28
Added
105
Reduced
74
Sold out
43
Shares held by filers
69,795,847

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Steward Partners Investment Advisory, L…150$7.83K<0.01%-31113F-HRTimeline
MassMutual Private Wealth & Trust, FSB140$7.31K<0.01%+12213F-HRTimeline
Allworth Financial LP144$7.24K<0.01%+8713F-HRTimeline
AlphaQuest LLC137$7.16K<0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC142$7K<0.01%+613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC125$6.53K<0.01%+5513F-HRTimeline
Quarry LP111$5.8K<0.01%+7013F-HRTimeline
Sterling Capital Management LLC69$3.6K<0.01%+213F-HRTimeline
High Note Wealth, LLC54$2.82K<0.01%-313F-HRTimeline
WOLFF WIESE MAGANA LLC48$2.51K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust42$2.19K<0.01%+3613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$1.93K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC37$1.93K<0.01%new13F-HRTimeline
WHITTIER TRUST CO36$1.88K<0.01%013F-HRTimeline
SVB WEALTH LLC33$1.72K<0.01%new13F-HRTimeline
North Capital, Inc.28$1.46K<0.01%13F-HRTimeline
Bare Financial Services, Inc27$1.41K<0.01%new13F-HRTimeline
Stephens Consulting, LLC25$1.31K<0.01%new13F-HRTimeline
True Wealth Design, LLC25$1.31K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT22$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.19$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortitude Family Office, LLC19$992<0.01%013F-HRTimeline
SBI Securities Co., Ltd.18$940<0.01%-913F-HRTimeline
JFS WEALTH ADVISORS, LLC15$784<0.01%013F-HRTimeline
WealthTrak Capital Management LLC10$523<0.01%+513F-HRTimeline
CVA Family Office, LLC9$470<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8$418<0.01%+713F-HRTimelineGroup
CoreCap Advisors, LLC6$313<0.01%-213F-HRTimeline
SJS Investment Consulting Inc.5$262<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.5$262<0.01%013F-HRTimeline
Abound Wealth Management4$209<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$52<0.01%013F-HRTimeline
Hemington Wealth Management6$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd3$00%-1,48913F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.