Position in STEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$250,056,282
-$149,578,626 QoQ
Shares Held
5,240,073
-15.9% QoQ
Ownership
4.39%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 77.85126275912569.ToString("F0")%
None 22.14873724087432.ToString("F0")%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $9,881,231,068 across 26 Asset Management names. STEP ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,644,668 | $3,505,113,659 | |
| 2 | KKR |
KKR & Co. Inc.
|
17,903,185 | $1,656,044,610 | |
| 3 | RJF |
Raymond James Financial Inc
|
9,700,176 | $1,404,488,479 | |
| 4 | ARES |
Ares Management Corp
|
11,162,802 | $1,217,861,695 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
11,388,611 | $418,531,451 | |
| 6 | TPG |
TPG Inc.
|
7,977,927 | $323,185,821 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
8,261,348 | $306,578,620 | |
| 8 | STEP |
StepStone Group Inc.
This page
|
5,240,073 | $250,056,282 |
All Filings in STEP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,056,282 | 5,240,073 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $399,634,908 | 6,227,753 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $373,773,895 | 5,723,073 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $192,318,210 | 3,465,193 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $186,991,598 | 3,580,157 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $201,751,157 | 3,485,680 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $312,528,173 | 5,499,352 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $262,450,231 | 5,719,116 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $289,686,887 | 8,105,397 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $222,634,838 | 6,994,497 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $201,083,691 | 6,367,438 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $144,937,538 | 5,841,900 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $133,385,807 | 5,495,913 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $120,854,606 | 4,799,627 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $109,000,675 | 4,447,192 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $109,333,183 | 4,200,276 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $57,675,284 | 1,744,564 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,468,796 | 805,119 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $43,009,302 | 1,008,661 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $52,381,360 | 1,522,714 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $34,027,542 | 964,773 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $82,794,546 | 2,080,265 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $74,587,323 | 2,802,981 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||