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Disclosery

STEP STEPSTONE GROUP INC

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COM CL A (common), issuer CIK 1796022

256 managers (261 13F filers) reported a position in STEP shares at 2025-12-31, 79,592,295 shares in all. 30 filers opened a position and 30 filers sold out during the quarter.

Managers
256
13F filers
261
New
30
Added
108
Reduced
75
Sold out
30
Shares held by filers
79,592,295

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DANSKE BANK A/S300$19.3K<0.01%013F-HRTimeline
Quarry LP300$19.3K<0.01%-21413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.289$19K<0.01%+13313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners271$17.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC247$16K<0.01%+11313F-HRTimeline
Kemnay Advisory Services Inc.236$15.1K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP227$14.6K<0.01%+14113F-HRTimelineGroup
Parallel Advisors, LLC186$11.9K<0.01%+1913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.184$11.8K<0.01%-16913F-HRTimelineGroup
Bare Financial Services, Inc171$11K<0.01%+2613F-HRTimeline
Allworth Financial LP164$10.5K<0.01%-3813F-HRTimeline
SageView Advisory Group, LLC140$8.98K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd120$7.7K<0.01%-38113F-HRTimeline
ROTHSCHILD INVESTMENT LLC115$7.38K<0.01%-15813F-HRTimeline
Bell Investment Advisors, Inc102$6.55K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC83$5.33K<0.01%-1513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB72$4.62K<0.01%013F-HRTimeline
Sound Income Strategies, LLC58$4.44K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC65$4.17K<0.01%013F-HRTimeline
High Note Wealth, LLC65$4.17K<0.01%-713F-HRTimeline
First Pacific Financial61$3.92K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp50$3.21K<0.01%+3913F-HRTimelineGroup
WOLFF WIESE MAGANA LLC48$3.08K<0.01%013F-HRTimeline
Covestor Ltd41$3K<0.01%+3813F-HRTimeline
Parkside Financial Bank & Trust43$2.76K<0.01%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38$2.44K<0.01%013F-HR/ATimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$2.37K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC25$1.6K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT22$1.41K<0.01%013F-HRTimeline
WHITTIER TRUST CO18$1.27K<0.01%013F-HRTimeline
MAI Capital Management18$1.16K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC18$1.16K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.17$1.09K<0.01%+613F-HRTimeline
SBI Securities Co., Ltd.17$1.09K<0.01%013F-HRTimeline
Stone House Investment Management, LLC11$706<0.01%013F-HRTimeline
Fortitude Family Office, LLC11$706<0.01%013F-HRTimeline
Ankerstar Wealth, LLC11$706<0.01%13F-HRTimeline
Hughes Financial Services, LLC11$706<0.01%013F-HRTimeline
Rialto Wealth Management, LLC10$642<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC7$450<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7$450<0.01%13F-HRTimeline
IFP Advisors, Inc6$385<0.01%013F-HRTimeline
TD Capital Management LLC5$322<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.5$321<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4$257<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…4$257<0.01%13F-HRTimeline
Essential Partners LLC4$257<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3$193<0.01%new13F-HRTimeline
Abound Wealth Management3$193<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$129<0.01%013F-HRTimeline
Root Financial Partners, LLC2$128<0.01%013F-HRTimeline
Dunhill Financial, LLC1$92<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$64<0.01%-413F-HRTimelineGroup
Turning Point Benefit Group, Inc.1$64<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC1$64<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.