Skip to content
Disclosery

STEP STEPSTONE GROUP INC

Follow

COM CL A (common), issuer CIK 1796022

253 managers (263 13F filers) reported a position in STEP shares at 2026-03-31, 81,951,494 shares in all. 52 filers opened a position and 52 filers sold out during the quarter.

Managers
253
13F filers
263
New
52
Added
100
Reduced
78
Sold out
52
Shares held by filers
81,951,494

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Kemnay Advisory Services Inc.518$24.7K<0.01%+28213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …512$24K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC452$21.6K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…368$17.6K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC366$17.5K<0.01%-11613F-HRTimeline
Larson Financial Group LLC327$15.6K<0.01%-12413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.312$14.9K<0.01%-96113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$14.3K<0.01%-50013F-HRTimelineGroup
Kilter Group LLC299$14.3K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust231$11K<0.01%+18813F-HRTimeline
Smartleaf Asset Management LLC184$8.56K<0.01%-6313F-HRTimeline
UMB Bank, n.a.167$7.97K<0.01%-21513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC162$7.73K<0.01%-2413F-HR/ATimeline
Covestor Ltd129$6K<0.01%+8813F-HRTimeline
DANSKE BANK A/S100$4.77K<0.01%-20013F-HRTimeline
Bare Financial Services, Inc98$4.68K<0.01%-7313F-HRTimeline
ROTHSCHILD INVESTMENT LLC91$4.34K<0.01%-2413F-HRTimeline
IFP Advisors, Inc85$4.06K<0.01%+7913F-HRTimeline
Crews Bank & Trust85$4.06K<0.01%new13F-HRTimeline
True Wealth Design, LLC81$3.87K<0.01%+5613F-HRTimeline
MassMutual Private Wealth & Trust, FSB73$3.48K<0.01%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…68$3.25K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC66$3.1K<0.01%-34813F-HRTimeline
Keating Financial Advisory Services, In…62$2.96K<0.01%+5813F-HRTimeline
First Pacific Financial48$2.29K<0.01%-1313F-HRTimeline
WOLFF WIESE MAGANA LLC48$2.29K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC43$2.05K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38$1.81K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$1.77K<0.01%013F-HRTimelineGroup
MAI Capital Management34$1.62K<0.01%+1613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28$1.34K<0.01%-5513F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT22$1.05K<0.01%013F-HRTimeline
Bogart Wealth, LLC22$1.05K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC19$907<0.01%+813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK18$859<0.01%+1713F-HRTimelineGroup
SBI Securities Co., Ltd.17$811<0.01%013F-HRTimeline
JPL Wealth Management, LLC15$716<0.01%new13F-HR/ATimeline
CVA Family Office, LLC13$620<0.01%new13F-HRTimeline
Advisory Services Network, LLC11$525<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.11$525<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.11$525<0.01%+913F-HRTimeline
TopTier Wealth Management, LLC11$525<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC7$335<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.7$334<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC5$239<0.01%new13F-HRTimeline
Blue Trust, Inc.4$191<0.01%new13F-HRTimeline
Root Financial Partners, LLC4$191<0.01%+213F-HRTimeline
Abound Wealth Management3$144<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3$143<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2$95<0.01%-113F-HRTimeline
Hughes Financial Services, LLC2$95<0.01%-913F-HRTimeline
Dunhill Financial, LLC1$68<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1$48<0.01%new13F-HRTimeline