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Disclosery

STEP STEPSTONE GROUP INC

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COM CL A (common), issuer CIK 1796022

254 managers (258 13F filers) reported a position in STEP shares at 2025-09-30, 73,954,019 shares in all. 32 filers opened a position and 43 filers sold out during the quarter.

Managers
254
13F filers
258
New
32
Added
113
Reduced
64
Sold out
43
Shares held by filers
73,954,019

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Larson Financial Group LLC332$21.7K<0.01%-3913F-HRTimeline
DANSKE BANK A/S300$19.6K<0.01%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC273$17.8K<0.01%+12313F-HRTimeline
UMB Bank, n.a.267$17.4K<0.01%+6213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC202$15.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\209$13.7K<0.01%+2313F-HRTimelineGroup
Allworth Financial LP202$13.2K<0.01%+7913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC179$12K<0.01%+10313F-HRTimelineGroup
Rise Advisors, LLC171$11.2K<0.01%013F-HRTimeline
Sterling Capital Management LLC169$11K<0.01%+1713F-HRTimeline
SIMPLEX TRADING, LLC179$11K<0.01%-19313F-HRTimeline
Parallel Advisors, LLC167$10.9K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.156$10K<0.01%+11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bare Financial Services, Inc145$9.47K<0.01%+4213F-HRTimeline
Smartleaf Asset Management LLC134$8.92K<0.01%+4013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC98$6.4K<0.01%+1513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86$5.63K<0.01%+5013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB72$4.7K<0.01%013F-HRTimeline
High Note Wealth, LLC72$4.7K<0.01%+113F-HRTimeline
Global Retirement Partners, LLC65$4.25K<0.01%-1613F-HRTimeline
WOLFF WIESE MAGANA LLC48$3.13K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust42$2.74K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38$2.48K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$2.42K<0.01%013F-HRTimelineGroup
North Capital, Inc.28$1.83K<0.01%013F-HRTimeline
True Wealth Design, LLC25$1.63K<0.01%013F-HRTimeline
WHITTIER TRUST CO18$1.21K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.17$1.11K<0.01%-113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT22$1K<0.01%013F-HRTimeline
JPL Wealth Management, LLC15$980<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11$719<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.11$719<0.01%013F-HRTimeline
Stone House Investment Management, LLC11$718<0.01%new13F-HRTimeline
Fortitude Family Office, LLC11$718<0.01%013F-HRTimeline
Hughes Financial Services, LLC11$683<0.01%013F-HRTimeline
Rialto Wealth Management, LLC10$654<0.01%013F-HRTimeline
Guerra Advisors Inc10$653<0.01%new13F-HRTimeline
Clearstead Trust, LLC8$523<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC7$458<0.01%013F-HRTimeline
IFP Advisors, Inc6$392<0.01%+613F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5$326<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.5$311<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4$262<0.01%013F-HRTimeline
Essential Partners LLC4$261<0.01%013F-HRTimeline
Advisory Services Network, LLC3$196<0.01%new13F-HRTimeline
Abound Wealth Management3$196<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$131<0.01%013F-HRTimeline
Root Financial Partners, LLC2$131<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC1$65<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.1$64<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC0$9<0.01%-82113F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management6$00%013F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd3$00%013F-HRTimelineValue filed as zero, left out of ratios.