STEP · StepStone Group Inc. · Shareholders & Ownership

$42.23 -0.73 (-1.70%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.18B

120.68M

Volume · Oct 21 274.37K Avg daily vol (3M) 1.16M

Every disclosed holder of STEP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns STEP

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	277	79,807,736	66.13%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	8	28,867,622	23.92%	Yes
Remaining	—	12,001,310	9.95%	Rest
Registered funds (N-PORT, not summed)	302	38,249,649	31.70%	No

Shares outstanding: 120,676,668, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of STEP

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,972,263	9.92%	+145,075	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,414,589	3.66%	0	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,900,174	1.57%	+207,094	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	662,931	0.55%	+27,495	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	405,896	0.34%	—	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	195,317	0.16%	+45,971	May 29, 2026	BlackRock Funds, not summed
2	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,619,498	4.66%	-1,553,926	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	5,619,498	4.66%	-1,553,926	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
3	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,189,963	4.30%	-50,110	Jun 30, 2026	carried, not yet filed for the newest quarter
4	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,167,251	4.28%	+293,492	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	2,099,620	1.74%	+494,112	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
4.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	332,685	0.28%	-199,300	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
4.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	127,031	0.11%	+42,732	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
4.4	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	108,600	0.09%	+13,400	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
4.5	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	84,652	0.07%	+36,541	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,674,073	3.87%	+189,138	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Sanford Energy, Inc. Insider CIK 1821971 · Dec 2, 2024 Insider, issuer-wide, not summed	4,162,708	3.45%	—	Dec 2, 2024	Insider, issuer-wide, not summed
7	Thomas Bradley 13D CIK 1822861 · Sep 11, 2024	3,745,739	3.10%	—	Sep 11, 2024
8	ARG Private Equity, LLC 13D CIK 1585937 · Holding company · Jan 6, 2026	3,662,708	3.04%	—	Jan 6, 2026
9	Mark Maruszewski 13D CIK 1822575 · Sep 11, 2024	3,614,205	2.99%	—	Sep 11, 2024
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,550,308	2.94%	+24,352	Jun 30, 2026	carried, not yet filed for the newest quarter
11	David Jeffrey 13D CIK 1822642 · Jul 11, 2024	3,406,128	2.82%	—	Jul 11, 2024
12	McCabe Michael I Insider CIK 1822880 · Jun 11, 2026 Director, Head of Strategy, issuer-wide, not summed	3,398,945	2.82%	+120,000	Jun 11, 2026	Director, Head of Strategy, issuer-wide, not summed
13	James Lim 13D CIK 1543577 · Unknown · Jan 13, 2026	3,204,451	2.66%	-1,000,000	Jan 13, 2026
14	Charles Ashton Newhall 13D CIK 1543576 · Unknown · Apr 15, 2024	3,180,528	2.64%	-202,677	Apr 15, 2024
15	Hart Scott W Insider CIK 1821974 · Mar 13, 2026 Director, Chief Executive Officer, issuer-wide, not summed	3,140,387	2.60%	+27,722	Mar 13, 2026	Director, Chief Executive Officer, issuer-wide, not summed
16	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,117,991	2.58%	+248,229	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	678,749	0.56%	+11,187	Jun 30, 2026	SPDR SERIES TRUST, not summed
16.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	423,191	0.35%	+34,206	Jun 30, 2026	SPDR SERIES TRUST, not summed
16.3	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	157,828	0.13%	+10,928	Jun 30, 2026	SPDR SERIES TRUST, not summed
16.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	24,726	0.02%	-700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
16.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	13,470	0.01%	+4,440	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
17	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Dec 31, 2023	3,020,552	2.50%	—	Dec 31, 2023
18	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,963,230	2.46%	-599,671	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
19	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,561,206	2.12%	-6,723	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,524,018	2.09%	-747,507	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Monte M. Brem 13D CIK 1822443 · Unknown · Sep 18, 2025 not summed	2,276,888	1.89%	-40,951,908	Sep 18, 2025	not summed
22	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,016,372	1.67%	+65,013	Jun 30, 2026	carried, not yet filed for the newest quarter
23	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,930,015	1.60%	+15,538	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	219,489	0.18%	+27,730	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
23.2	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	198,466	0.16%	-1,200	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,851,760	1.53%	+4,914	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,729,424	1.43%	+551,453	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Fernandez Jose A Insider CIK 1822276 · Jun 3, 2026 Director, Co-Chief Operating Officer, issuer-wide, not summed	1,622,038	1.34%	—	Jun 3, 2026	Director, Co-Chief Operating Officer, issuer-wide, not summed
26.1	Jose A. Fernandez 13D CIK 1822276 · Unknown · Sep 18, 2025	5,033,311	4.17%	—	Sep 18, 2025
27	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,524,476	1.26%	-385,544	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,835	1.26%	+40,951	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,428,505	1.18%	+844,894	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	220,626	0.18%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
29.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	132,383	0.11%	+119,171	Jul 31, 2026	Goldman Sachs Trust, not summed
29.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	45,349	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
29.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	43,007	0.04%	+24,115	Jul 31, 2026	Goldman Sachs Trust, not summed
29.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	34,004	0.03%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
30	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,391,217	1.15%	+67,974	Jun 30, 2026	carried, not yet filed for the newest quarter
31	SAMLYN CAPITAL, LLC 13F CIK 1421097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,269,100	1.05%	+373,655	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,231,923	1.02%	+437,040	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Ment Jason P Insider CIK 1822643 · Mar 13, 2026 President & Co-COO, issuer-wide, not summed	1,177,929	0.98%	+15,525	Mar 13, 2026	President & Co-COO, issuer-wide, not summed
34	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,113,093	0.92%	-312,806	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,084,346	0.90%	+337,299	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	78	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
36	Junto Capital Management LP 13F CIK 1595880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,078,672	0.89%	+222,950	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,066,709	0.88%	+33,576	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
38	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,669	0.83%	+817,601	Jun 30, 2026	carried, not yet filed for the newest quarter
39	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	936,744	0.78%	+31,499	Sep 30, 2026
39.1	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	437,401	0.36%	-6,438	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
40	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	858,323	0.71%	+314,450	Jul 31, 2026	HARBOR FUNDS, not summed
41	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	846,848	0.70%	+23,235	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	828,911	0.69%	-1,663	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BARON DISCOVERY FUND Fund S000042178 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	575,000	0.48%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
43	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	802,242	0.66%	+75,206	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	39,271	0.03%	+7,180	Jun 30, 2026	Northern Funds, not summed
43.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,531	0.00%	-158	Jun 30, 2026	Northern Funds, not summed
43.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	790	0.00%	-1,478	Jul 31, 2026	FlexShares Trust, not summed
44	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	760,880	0.63%	-11,511	Jun 30, 2026	JPMorgan Trust I, not summed
45	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	735,937	0.61%	+1,933	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	403,847	0.33%	+80,655	Jun 30, 2026	Carillon Series Trust, not summed
45.2	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	85,167	0.07%	-14,175	Jun 30, 2026	Carillon Series Trust, not summed
46	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,492	0.57%	+38,864	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	354,686	0.29%	+675	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	188,346	0.16%	+35,439	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
46.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	46,458	0.04%	+3,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
46.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	42,600	0.04%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47	Advent International, L.P. 13F CIK 1034196 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	683,432	0.57%	+563,297	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	643,171	0.53%	+228,449	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Capital Group U.S. Small and Mid Cap ETF Fund S000088874 · Registered fund · May 31, 2026 Capital Group Equity ETF Trust I, not summed	562,022	0.47%	+233,215	May 31, 2026	Capital Group Equity ETF Trust I, not summed
50	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	547,000	0.45%	-430,423	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	343,029	0.28%	-290,838	Jun 30, 2026	Putnam Funds Trust, not summed
50.2	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	4,920	0.00%	-3,785	Jun 30, 2026	Putnam Variable Trust, not summed

39 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1796022 CUSIP 85914M107 13F (30d) 28 filings 28 filers Visit website Investor relations