STEP · StepStone Group Inc.

Track STEP — free

$50.40 -1.56 (-3.00%) At close · Aug 14

Market Cap

$6.08B

120.68M

Up next

Next earnings call

Nov 5, 2026 Est · unconfirmed · in 12 wks

FQ2-27 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Aug 7, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Buy Momentum Strong Sentiment Very Bullish Fundamentals Strong Quant / Vol Very High

Market backdrop VIX 14.3 · calm Equity put/call 0.52

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg −7%

below

Price vs 50-day avg +14%

above

RSI (14) 60

neutral

MACD trend Positive

52-week position 30%

mid-range

Momentum

relative strength

Strong

1-month return +16%

trailing

6-month return +15%

trailing

YTD return −21%

this year

Relative strength +1%

vs S&P · 6-mo

Sentiment

smart money

Very Bullish

Trend (MA cross) No cross

50d $44 › 200d $54 — 200d above 50d

Institutional flow Accumulating

+2% holders QoQ · +55 funds added

Insider flow Accumulating

Net +$5.0M over 90 days · 0% sells

Short interest Falling

5.72% of float · ▼ -2.9% MoM · 6.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

271 holders — near 3-yr high, broad support

Squeeze score 69

elevated · 0–100

Fundamentals

Strong

Revenue growth +70%

Y/Y

EPS growth −169%

Y/Y

Free cash flow $63.9M

Buyback $72.1M

remaining

Balance sheet $152.9M

net debt

Quant / Vol

risk profile

Very High

Volatility 48%

annualized · 1-yr

Max drawdown −48%

past year

ATR 5.3%

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 Buy

1 · 3 · 2

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−7% Bearish

Price vs 50-day avg

+14% Bullish

RSI (14)

60 Neutral

MACD trend

Positive Bullish

52-week position

30% Neutral

Market signals — smart money & positioning

Bullish · 4 of 6

Trend (MA cross) No cross

50d $44 › 200d $54 — 200d above 50d

Institutional flow Accumulating

+2% holders QoQ · +55 funds added

Insider flow Accumulating

Net +$5.0M over 90 days · 0% sells

Short interest Falling

5.72% of float · ▼ -2.9% MoM · 6.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

271 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $40 Now $50 · 30% Range high $76

vs 200-day avg -7% vs 50-day avg +14%

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

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted cash-based compensation non-GAAP	$117.16M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP GAAP cash-based compensation 117.23M -70K Adjustments = Adjusted cash-based compensation 117.16M
Adjusted equity-based compensation non-GAAP	$6.63M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP GAAP equity-based compensation 317.28M -310.65M Adjustments = Adjusted equity-based compensation 6.63M
Adjusted general, administrative and other non-GAAP	$41.53M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP GAAP general, administrative and other 53.47M -11.94M Adjustments = Adjusted general, administrative and other 41.53M
Adjusted net income (“ANI”) non-GAAP	60.3M	Three Months Ended June 30, 2026	—

Adjusted revenues non-GAAP	300.6M	Three Months Ended June 30, 2026	—

GAAP → non-GAAP reconciliation GAAP Total revenues 378.89M -43.98M Unrealized carried interest allocations +0K Deferred incentive fees -37.17M Legacy Greenspring carried interest allocations +1.76M Management and advisory fee revenues for the Consolidated Funds +1.09M Incentive fees for the Consolidated Funds = Adjusted revenues 300.6M
Adjusted weighted-average shares non-GAAP	125,893,054	Three Months Ended June 30, 2026	+0.0%

ANI per share non-GAAP	$0.48	Three Months Ended June 30, 2026	+0.0%

Assets under advisement (“AUA”)	667.9B	Three Months Ended June 30, 2026	—

Assets under management (“AUM”)	245.4B	Three Months Ended June 30, 2026	—

Fee revenues non-GAAP	270.93M	Three Months Ended June 30, 2026	—

GAAP → non-GAAP reconciliation GAAP GAAP management and advisory fees, net 269.17M +1.76M Adjustments = Fee revenues 270.93M
Fee-earning AUM (“FEAUM”)	153.6B	Three Months Ended June 30, 2026	—

Fee-related earnings (“FRE”) non-GAAP	105.61M	Three Months Ended June 30, 2026	—

FRE margin non-GAAP	39%	Three Months Ended June 30, 2026	—

Gross realized performance fees non-GAAP	29.66M	Three Months Ended June 30, 2026	—

Performance fee-related earnings (“PRE”) non-GAAP	15.8M	Three Months Ended June 30, 2026	—

Pre-tax ANI non-GAAP	$77.9M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Loss before income tax -200.25M -41.59M Net income attributable to non-controlling interests in subsidiaries +5.25M Net (income) loss attributable to non-controlling interests in legacy Greenspring entities -43.98M Unrealized carried interest allocations +44.69M Unrealized performance fee-related compensation -9.27M Unrealized investment (income) loss +1.91M Impact of Consolidated Funds +0K Deferred incentive fees +310.65M Equity-based compensation +10.19M Amortization of intangibles +0K Tax Receivable Agreements adjustments through earnings +294K Non-core items = Pre-tax ANI 77.9M
Total capital	913B	As of June 30, 2026	—
Undeployed fee-earning capital (“UFEC”)	39.3B	Three Months Ended June 30, 2026	—
Accrued carried interest allocations	2.04B	March 31, 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

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	$6.08B	-21.5%	+69.7%	—	5.7%
BLK BlackRock, Inc.	$381.41B	+9.7%	+16.2%	28.1	0.7%
BX Blackstone Inc.	$108.04B	-6.6%	+9.2%	32.3	3.5%
KKR KKR & Co. Inc.	$102.34B	-10.6%	-11.0%	—	1.6%
BN BROOKFIELD Corp /ON/	$97.94B	-4.4%	—	—	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

271

% held: 66.9%
Net QoQ: -2.0M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

314

View

Short & Settlement

Short Interest Falling

Shares short

6.9M

Days to cover: 6.2d
Change: -207.6K sh

View

Short Volume

Short vol %

59%

As of: Aug 14, 2026

Short Total

View

Fails to Deliver

FTD shares

144

Value: $6.2K
As of: Jul 14, 2026

View

Off-Exchange

Off-exchange %

45.3%

Week of: Jul 6, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net buying

Net (90d)

+$5.0M

Buyers / Sellers: 1 / 0

Buyers Sellers

View

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

Last call

Aug 6, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
STEP	+8.6%	+15.7%	+14.7%	+14.9%	-21.5%
SPY	+0.4%	+4.5%	+13.8%	+3.9%	+13.9%
vs SPY	+8.2%	+11.3%	+0.9%	+11.0%	-35.3%

Capital returns

Latest dividend

$0.83 / share · ex Jun 15, 2026

Declared · upcoming

$0.33 / share · ex Aug 31, 2026

Raised 196.4%

Paid (TTM)

$1.67 / share · 4 payouts

Dividend yield (TTM, derived)

3.31%

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) 259 filings 256 filers Visit website Investor relations

STEP · StepStone Group Inc.

Price & Indicators

Up next

AI Brief

Equibles Rating

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns