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STEP · StepStone Group Inc.

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$49.68 -2.58 (-4.94%) At close · Sep 1
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$6.07B
Shares
120.68M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$49.68 Open$50.99 Day$49.22–51.43 52W close$39.54–76.27 Avg vol 30d1.3M Short int6.4M · 5.3% float · 3.5d Short vol72% Last earningsAug 6, 2026 DataSep 2020–Sep 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 9 wks
FQ2-27 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 7, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Neutral Sentiment Very Bullish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 16.3 · calm Equity put/call 0.67
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −7%
below
Price vs 50-day avg +9%
above
RSI (14) 54
neutral
MACD trend Negative
52-week position 28%
mid-range
Momentum
relative strength
Neutral
1-month return +2%
trailing
6-month return +9%
trailing
YTD return −23%
this year
Relative strength −3%
vs S&P · 6-mo
Sentiment
smart money
Very Bullish
Trend (MA cross) No cross
50d $46 › 200d $54 — 200d above 50d
Institutional flow Accumulating
+4% holders QoQ · +56 funds added
Insider flow Accumulating
Net +$5.0M over 90 days · 0% sells
Short interest Falling
5.33% of float · ▼ -6.8% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
275 holders — near 3-yr high, broad support
Squeeze score 55
elevated · 0–100
Fundamentals
Excellent
Revenue growth +70%
Y/Y
EPS growth −169%
Y/Y
Free cash flow $63.9M
Buyback $72.1M
remaining
Balance sheet $20.5M
net cash
Quant / Vol
risk profile
Very High
Volatility 49%
annualized · 1-yr
Max drawdown −48%
past year
ATR 4.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−7% Bearish
Price vs 50-day avg
+9% Bullish
RSI (14)
54 Neutral
MACD trend
Negative Bearish
52-week position
28% Neutral
Market signals — smart money & positioning
Bullish · 4 of 6
Trend (MA cross) No cross
50d $46 › 200d $54 — 200d above 50d
Institutional flow Accumulating
+4% holders QoQ · +56 funds added
Insider flow Accumulating
Net +$5.0M over 90 days · 0% sells
Short interest Falling
5.33% of float · ▼ -6.8% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
275 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $40 Now $50 · 28% Range high $76
vs 200-day avg -7% vs 50-day avg +9%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
STEP
StepStone Group Inc.
this stock
$6.07B -22.6% +69.7% — 5.3%
BLK
BlackRock, Inc.
 $375.52B +5.4% +16.2% 27.7 0.6%
BX
Blackstone Inc.
 $107.52B -11.3% +9.2% 32.1 2.9%
KKR
KKR & Co. Inc.
 $95.52B -16.5% -11.0% — 1.4%
BN
BROOKFIELD Corp /ON/
 $92.02B -13.4% — — 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
275
% held
67.0%
Net QoQ
-1.9M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
319
View
Short & Settlement
Short Interest Falling
Shares short
6.4M
Days to cover
3.5d
Change
-471.1K sh
View
Short Volume
Short vol %
72%
As of
Sep 1, 2026
Short Total
View
Fails to Deliver
FTD shares
2
Value
$99
As of
Aug 12, 2026
View
Off-Exchange
Off-exchange %
42.8%
Week of
Jul 27, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$5.0M
Buyers / Sellers
1 / 0
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$2.0B
Net income (FY)
$-535.8M
EPS diluted
$-6.78
View
Buybacks
Authorized
$100.0M
Remaining
$72.1M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 7, 2026
This year
9
View
Proposed Sales
Value
$10.0M
Shares
202.3K
Filed
Jun 1, 2026
View
Earnings & Events
Earnings Calls Upcoming
Next call
Sep 14, 2026
Last call
Aug 6, 2026
View
Investor Relations
Latest news
StepStone Group to Present at the…
Published
Aug 31, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
STEP -0.2% +2.2% +9.3% -4.9% -22.6%
SPY -0.5% -1.2% +12.6% -0.7% +11.7%
vs SPY +0.4% +3.4% -3.4% -4.3% -34.3%

Capital returns

Latest dividend
$0.33 / share · ex Aug 31, 2026
Cut 60.2%
Paid (TTM)
$1.72 / share · 4 payouts
Dividend yield (TTM, derived)
3.46%
Buyback program · as of Jun 30, 2026
Authorized
$100.00M
Spent (derived)
$27.90M
Remaining
$72.10M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1796022 CUSIP 85914M107 13F (30d) 218 filings 218 filers Visit website Investor relations

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