$STEP

$41.94 +$0.05 (0.12%) Close

$STEP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 82.0M shares outstanding

Who owns STEP?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 67.5%

BlackRock, Inc. 17.5% · Millennium Management LLC 6.9%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

477

+42 vs last qtr

Net shares bought

−3.6M

by institutions in Q2 2026

New / sold out

93 / 51

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +3.2M
Goldman Sachs Group Inc +919.4K

Biggest sellers in Q2 2026

Richard Bernstein Advisors LLC SOLD OUT −6.2M
Pitcairn Wealth Advisors LLC SOLD OUT −4.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$35.8M

4 notices from 4 people

Shares covered

605.6K

0.74% of the company

Arranged in advance

65%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Fernandez Family Trust U/a Dtd01/16/2008 Director 10b5-1 $13.1M
Fernandez Family Trust U/a DTD 01/16/2008 Director 10b5-1 $9.97M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2026

+137.5%

+18.89% a year

Each share's claim on the business

−57.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$8.72M vs $2.35B

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years61% 3–5 years2% 1–3 years17% Under 1 year20%

Quarterly turnover

16.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting STEP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	14.3M	17.48%	+408.0K (+2.9%)	≤2021	0.0%
Shares held by quarter Peak holding14.3M (Q2'26) Change over 8 quarters+4.4M Share of the company17.480% BlackRock, Inc.'s full portfolio →
MM Millennium Management LLC	5.6M	6.85%	−1.6M (−21.7%)	≤2021	0.1%
Shares held by quarter Peak holding7.2M (Q1'26) Change over 8 quarters+4.4M Share of the company6.850% Millennium Management LLC's full portfolio →

BlackRock, Inc.

14.3M

% of company

17.48%

Change vs last qtr

+408.0K (+2.9%)

Held since

≤2021

Millennium Management LLC

5.6M

% of company

6.85%

Change vs last qtr

−1.6M (−21.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding StepStone Group Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting STEP on Form N-PORT; together they hold 52.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$183M	4.4M	5.38%	0.16%	June 30, 2026
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$123M	3.0M	3.61%	0.13%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$183M

% of company

5.38%

% of the fund

0.16%

As of

June 30, 2026

SMALLCAP World Fund Inc

Position value

$123M

% of company

3.61%

% of the fund

0.13%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding StepStone Group Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JA Jose A. Fernandez 5%+ holder 13D · 6.0%	5.0M	6.14%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company6.140% Disclosed stake13D · 6.0% View the 13D/G filing →
TK Thomas Keck 5%+ holder 13D · 5.2%	4.3M	5.24%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.240% Disclosed stake13D · 5.2% View the 13D/G filing →

Jose A. Fernandez

5%+ holder13D · 6.0%

5.0M

% of company

6.14%

Change vs last qtr

—

Held since

—

Thomas Keck

5%+ holder13D · 5.2%

4.3M

% of company

5.24%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of StepStone Group Inc..

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