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Disclosery

STEP STEPSTONE GROUP INC

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COM CL A (common), issuer CIK 1796022

267 managers (270 13F filers) reported a position in STEP shares at 2025-06-30, 71,192,401 shares in all. 56 filers opened a position and 24 filers sold out during the quarter.

Managers
267
13F filers
270
New
56
Added
87
Reduced
92
Sold out
24
Shares held by filers
71,192,401

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …530$29K<0.01%new13F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …512$28K<0.01%-2413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management500$27.8K<0.01%-30013F-HRTimelineGroup
SIGNATUREFD, LLC378$21K<0.01%+7913F-HRTimeline
Larson Financial Group LLC371$20.6K<0.01%+33413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…368$20.4K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC372$20K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…343$19K<0.01%+13013F-HRTimelineGroup
Park Square Financial Group, LLC320$17.8K0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.312$17.3K<0.01%new13F-HRTimeline
DANSKE BANK A/S300$16.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc0$15.4K<0.01%-72513F-HRTimelineAmount filed as zero, left out of ratios.
Brooklyn Investment Group273$15.2K<0.01%-4713F-HR/ATimeline
Clearstead Advisors, LLC255$14.2K<0.01%+8713F-HRTimeline
Geneos Wealth Management Inc.250$13.9K<0.01%013F-HRTimeline
Arax Advisory Partners241$13.4K<0.01%new13F-HRTimeline
UMB Bank, n.a.205$11.4K<0.01%-4913F-HR/ATimeline
Quarry LP201$11.2K<0.01%+9013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.190$10.5K<0.01%-6213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\186$10.3K<0.01%-78313F-HRTimelineGroup
Rise Advisors, LLC171$9.49K<0.01%013F-HRTimeline
Parallel Advisors, LLC167$9.27K<0.01%-413F-HRTimeline
Sterling Capital Management LLC152$8.44K<0.01%+8313F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC150$8.32K<0.01%+2513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC121$7.42K<0.01%new13F-HRTimeline
Allworth Financial LP123$6.83K<0.01%-2113F-HRTimeline
Steward Partners Investment Advisory, L…117$6.49K<0.01%-3313F-HRTimeline
Caitong International Asset Management …116$6.44K<0.01%new13F-HRTimeline
Bare Financial Services, Inc103$5.72K<0.01%+7613F-HRTimeline
Smartleaf Asset Management LLC94$5.28K<0.01%-8213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC83$4.61K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC81$4.5K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC76$4K<0.01%-6613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB72$4K<0.01%-6813F-HRTimeline
High Note Wealth, LLC71$3.94K<0.01%+1713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.46$3K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLFF WIESE MAGANA LLC48$2.66K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust42$2.33K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38$2.11K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$2.05K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36$2.02K<0.01%new13F-HRTimelineGroup
North Capital, Inc.28$1.55K<0.01%013F-HRTimeline
MAI Capital Management25$1.39K<0.01%new13F-HRTimeline
True Wealth Design, LLC25$1.39K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd21$1.17K<0.01%-1,44113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT22$1K<0.01%013F-HRTimeline
WHITTIER TRUST CO18$999<0.01%-1813F-HRTimeline
SBI Securities Co., Ltd.18$999<0.01%013F-HRTimeline
ORG Partners LLC15$832<0.01%new13F-HRTimeline
Hughes Financial Services, LLC11$642<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11$611<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.11$611<0.01%new13F-HRTimeline
Fortitude Family Office, LLC11$611<0.01%-813F-HRTimeline
WealthTrak Capital Management LLC10$555<0.01%013F-HRTimeline
Rialto Wealth Management, LLC10$555<0.01%new13F-HRTimeline
Clearstead Trust, LLC8$444<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC7$389<0.01%-813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5$278<0.01%-313F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.5$278<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4$222<0.01%new13F-HRTimeline
Essential Partners LLC4$222<0.01%13F-HRTimeline
Abound Wealth Management3$167<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.2$111<0.01%-313F-HRTimeline
Parkworth Wealth Management, Inc.1$56<0.01%013F-HRTimeline
Hemington Wealth Management6$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd3$00%013F-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.