§ FINANCIAL SERVICES
USD · Financial Services

STEP

STEPSTONE GROUP INC-CLASS A
USDSector · Financial ServicesBeta · 1.34
LAST
n/a
n/aPREV CLOSE · n/a
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
188 increased/new, 69 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/B33.90EPS (TTM)-6.95
Dividend2.07%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.11.8M0.0%+11%
Millennium Management7.2M0.1%+61%
Pitcairn Wealth Advisors LLC4.0M23.9%±0%
WELLINGTON MANAGEMENT GROUP LLP5.2M0.0%−16%
VANGUARD PORTFOLIO MANAGEMENT LLC4.5Mn/an/a
VANGUARD CAPITAL MANAGEMENT LLC3.5Mn/an/a
◇ AC INTELLIGENCE

Top institutional owners for STEP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER98.7% · 0 holders
OTHER0.6% · 166 holders
PASSIVE / INDEX0.2% · 11 holders
TACTICAL / MACRO0.2% · 5 holders
QUALITY / COMPOUNDER0.1% · 22 holders
DEALER / BANK0.1% · 34 holders
INCOME / DEFENSIVE0.0% · 21 holders
SYSTEMATIC / QUANT0.0% · 8 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
◇ AC INTELLIGENCE

No Form 4 filings on record for STEP in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES