StepStone Group Inc. (STEP) — Institutional Holders, Q2 2026

274 institutional investment managers reported a STEP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← STEP stock profile

STEP in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

124

Trimmed

Sold out

Biggest buyers

GOLDMAN SACHS GROUPAdded · +844,894 sh+$34.9M
Point72 Asset Management, L.P.Added · +817,601 sh+$33.8M
ADVENT INTERNATIONAL, L.P.Added · +563,297 sh+$23.3M
WESTFIELD CAPITAL MANAGEMENTAdded · +551,453 sh+$22.8M
Capital Research Global InvestorsAdded · +437,040 sh+$18.1M

Biggest sellers

Pitcairn Wealth AdvisorsSold out · -4,040,795 sh-$167.1M
CITADEL ADVISORSTrimmed · -1,781,934 sh-$73.7M
MILLENNIUM MANAGEMENTTrimmed · -1,553,926 sh-$64.3M
FMRTrimmed · -873,527 sh-$36.1M
Capital World InvestorsTrimmed · -747,507 sh-$30.9M

STEP 13F holders ranked 1–100 of 274

Institutional investors reporting a position in StepStone Group Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 11,972,263 sh	11,972,263	$495.2M	<0.01%	+1.2%
2	MILLENNIUM MANAGEMENT#2 · 5,619,498 sh	5,619,498	$232.4M	0.08%	-21.7%
3	WELLINGTON MANAGEMENT GROUP LLP#3 · 5,189,963 sh	5,189,963	$214.7M	0.04%	-1.0%
4	PRICE T ROWE ASSOCIATES#4 · 5,167,251 sh	5,167,251	$213.7M	0.02%	+6.0%
5	VANGUARD PORTFOLIO MANAGEMENT#5 · 4,674,073 sh	4,674,073	$193.3M	<0.01%	+4.2%
6	VANGUARD CAPITAL MANAGEMENT#6 · 3,550,308 sh	3,550,308	$146.8M	<0.01%	+0.7%
7	STATE STREET#7 · 3,117,991 sh	3,117,991	$129.0M	<0.01%	+8.6%
8	Capital World Investors#8 · 2,524,018 sh	2,524,018	$104.4M	0.01%	-22.8%
9	GEODE CAPITAL MANAGEMENT#9 · 2,016,372 sh	2,016,372	$83.4M	<0.01%	+3.3%
10	WILLIAM BLAIR INVESTMENT MANAGEMENT#10 · 1,930,015 sh	1,930,015	$79.8M	0.24%	+0.8%
11	WESTFIELD CAPITAL MANAGEMENT#11 · 1,729,424 sh	1,729,424	$71.5M	0.23%	+46.8%
12	JPMORGAN CHASE#12 · 1,520,835 sh	1,520,835	$61.4M	<0.01%	+2.8%
13	GOLDMAN SACHS GROUP#13 · 1,428,505 sh	1,428,505	$59.1M	<0.01%	+144.8%
14	ADAGE CAPITAL PARTNERS GP, L.L.C.#14 · 1,391,217 sh	1,391,217	$57.5M	0.08%	+5.1%
15	SAMLYN CAPITAL#15 · 1,269,100 sh	1,269,100	$52.5M	0.85%	+41.7%
16	Capital Research Global Investors#16 · 1,231,923 sh	1,231,923	$51.0M	<0.01%	+55.0%
17	BALYASNY ASSET MANAGEMENT L.P.#17 · 1,113,093 sh	1,113,093	$46.0M	0.06%	-21.9%
18	MORGAN STANLEY#18 · 1,084,346 sh	1,084,346	$44.8M	<0.01%	+45.2%
19	Junto Capital Management#19 · 1,078,672 sh	1,078,672	$44.6M	0.78%	+26.1%
20	Point72 Asset Management, L.P.#20 · 1,004,669 sh	1,004,669	$41.6M	0.05%	+437.1%
21	WASATCH ADVISORS#21 · 905,245 sh	905,245	$37.4M	—	-1.8%
22	BAMCO#22 · 828,911 sh	828,911	$34.3M	0.05%	-0.2%
23	NORTHERN#23 · 802,242 sh	802,242	$33.2M	<0.01%	+10.3%
24	RAYMOND JAMES FINANCIAL#24 · 735,937 sh	735,937	$30.4M	<0.01%	+0.3%
25	CHARLES SCHWAB INVESTMENT MANAGEMENT#25 · 689,492 sh	689,492	$28.5M	<0.01%	+6.0%
26	ADVENT INTERNATIONAL, L.P.#26 · 683,432 sh	683,432	$28.3M	0.16%	+468.9%
27	BANK OF AMERICA#27 · 643,171 sh	643,171	$26.6M	<0.01%	+55.1%
28	FRANKLIN RESOURCES#28 · 547,000 sh	547,000	$22.6M	<0.01%	-44.0%
29	Bank of New York Mellon#29 · 525,918 sh	525,918	$21.8M	<0.01%	+7.0%
30	UBS Group AG#30 · 501,320 sh	501,320	$20.7M	<0.01%	-3.7%
31	VANGUARD FIDUCIARY#31 · 500,049 sh	500,049	$20.7M	<0.01%	-2.7%
32	Nuveen#32 · 488,219 sh	488,219	$20.2M	<0.01%	+63.0%
33	Woodline Partners#33 · 466,529 sh	466,529	$19.3M	0.06%	+129.4%
34	Schonfeld Strategic Advisors#34 · 437,016 sh	437,016	$18.1M	0.06%	+150.2%
35	FRED ALGER MANAGEMENT#35 · 360,029 sh	360,029	$14.9M	0.05%	-29.7%
36	VOLORIDGE INVESTMENT MANAGEMENT#36 · 358,586 sh	358,586	$14.8M	0.06%	-17.2%
37	PRINCIPAL FINANCIAL GROUP#37 · 356,662 sh	356,662	$14.8M	<0.01%	-1.0%
38	Rockefeller Capital Management L.P.#38 · 350,476 sh	350,476	$14.5M	0.02%	+13.9%
39	TimesSquare Capital Management#39 · 349,666 sh	349,666	$14.5M	0.21%	-10.5%
40	PUBLIC SECTOR PENSION INVESTMENT BOARD#40 · 347,876 sh	347,876	$14.4M	0.04%	+31.9%
41	LAZARD ASSET MANAGEMENT#41 · 320,853 sh	320,853	$13.3M	0.02%	-3.5%
42	Grantham, Mayo, Van Otterloo#42 · 318,500 sh	318,500	$13.2M	0.03%	+2.1%
43	Toroso Investments#43 · 314,523 sh	314,523	$13.0M	0.02%	+11.8%
44	MARSHALL WACE, LLP#44 · 301,956 sh	301,956	$12.5M	<0.01%	New
45	Engle Capital Management, L.P.#45 · 300,000 sh	300,000	$12.4M	3.41%	+26.5%
46	WELLS FARGO & COMPANY#46 · 272,665 sh	272,665	$11.3M	<0.01%	+22.2%
47	Inherent Management#47 · 263,729 sh	263,729	$10.9M	4.23%	+12.8%
48	SEGALL BRYANT & HAMILL#48 · 260,788 sh	260,788	$10.8M	0.13%	0.0%
49	Squarepoint Ops#49 · 258,252 sh	258,252	$10.7M	0.01%	-8.5%
50	Invesco Ltd.#50 · 233,314 sh	233,314	$9.6M	<0.01%	-53.4%
51	Trexquant Investment#51 · 226,578 sh	226,578	$9.4M	0.06%	+207.9%
52	Ceredex Value Advisors#52 · 219,650 sh	219,650	$9.1M	0.26%	New
53	RENAISSANCE TECHNOLOGIES#53 · 213,300 sh	213,300	$8.8M	0.01%	+133.1%
54	BARCLAYS PLC#54 · 209,018 sh	209,018	$8.6M	<0.01%	+143.4%
55	STATE OF WISCONSIN INVESTMENT BOARD#55 · 192,648 sh	192,648	$8.0M	0.02%	+5.5%
56	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#56 · 190,163 sh	190,163	$7.9M	<0.01%	New
57	CITADEL ADVISORS#57 · 182,893 sh	182,893	$7.6M	<0.01%	-90.7%
58	RHUMBLINE ADVISERS#58 · 176,984 sh	176,984	$7.3M	<0.01%	-6.4%
59	Delta Global Management#59 · 174,120 sh	174,120	$7.2M	0.78%	+222.4%
60	HSBC PLC#60 · 172,408 sh	172,408	$6.9M	<0.01%	+113.6%
61	XTX Topco Ltd#61 · 164,013 sh	164,013	$6.8M	0.09%	+92.5%
62	Legal & General Group Plc#62 · 161,167 sh	161,167	$6.7M	<0.01%	-0.6%
63	Jupiter Topco#63 · 160,014 sh	160,014	$6.6M	<0.01%	—
64	AMERIPRISE FINANCIAL#64 · 150,179 sh	150,179	$6.2M	<0.01%	-6.3%
65	Quantinno Capital Management#65 · 147,634 sh	147,634	$6.1M	<0.01%	+15.0%
66	Swiss National Bank#66 · 144,800 sh	144,800	$6.0M	<0.01%	+3.8%
67	Prana Capital Management#67 · 143,222 sh	143,222	$5.9M	0.18%	+115.4%
68	HEALTHCARE OF ONTARIO PENSION PLAN FUND#68 · 133,567 sh	133,567	$5.5M	<0.01%	+38.9%
69	Corient Private Wealth#69 · 131,465 sh	131,465	$5.4M	<0.01%	+29.5%
70	GEORGE KAISER FAMILY FOUNDATION#70 · 124,406 sh	124,406	$5.1M	0.49%	New
71	LPL Financial#71 · 124,366 sh	124,366	$5.1M	<0.01%	+699.8%
72	IBEX WEALTH ADVISORS#72 · 121,785 sh	121,785	$5.0M	0.39%	New
73	FMR#73 · 121,628 sh	121,628	$5.0M	<0.01%	-87.8%
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP#74 · 120,367 sh	120,367	$5.0M	<0.01%	+163.0%
75	Qube Research & Technologies Ltd#75 · 117,256 sh	117,256	$4.8M	<0.01%	New
76	ALLIANCEBERNSTEIN L.P.#76 · 97,917 sh	97,917	$4.7M	<0.01%	+19.4%
77	VAN ECK ASSOCIATES#77 · 112,120 sh	112,120	$4.6M	<0.01%	+28.6%
78	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#78 · 111,890 sh	111,890	$4.6M	<0.01%	-0.5%
79	TRILLIUM ASSET MANAGEMENT#79 · 106,446 sh	106,446	$4.4M	0.14%	+71.3%
80	BNP PARIBAS FINANCIAL MARKETS#80 · 104,781 sh	104,781	$4.3M	<0.01%	+116.5%
81	Weiss Asset Management#81 · 85,933 sh	85,933	$3.6M	0.04%	New
82	Engineers Gate Manager#82 · 85,654 sh	85,654	$3.5M	0.05%	+338.9%
83	Y-Intercept (Hong Kong) Ltd#83 · 85,479 sh	85,479	$3.5M	—	New
84	DEUTSCHE BANK AG\#84 · 80,421 sh	80,421	$3.3M	<0.01%	+25.6%
85	PRUDENTIAL FINANCIAL#85 · 76,055 sh	76,055	$3.1M	<0.01%	-9.7%
86	AQR CAPITAL MANAGEMENT#86 · 70,926 sh	70,926	$2.9M	<0.01%	-53.9%
87	VANGUARD ASSET MANAGEMENT, Ltd#87 · 67,216 sh	67,216	$2.8M	<0.01%	+5.0%
88	ENVESTNET ASSET MANAGEMENT#88 · 66,372 sh	66,372	$2.7M	<0.01%	+1.7%
89	SEI INVESTMENTS#89 · 57,590 sh	57,590	$2.4M	<0.01%	-30.8%
90	BESSEMER GROUP#90 · 56,925 sh	56,925	$2.4M	<0.01%	-0.2%
91	NATIONAL BANK OF CANADA#91 · 55,179 sh	55,179	$2.3M	<0.01%	+4.0%
92	MACKENZIE FINANCIAL#92 · 51,219 sh	51,219	$2.1M	<0.01%	+17.7%
93	THRIVENT FINANCIAL FOR LUTHERANS#93 · 48,418 sh	48,418	$2.0M	<0.01%	-24.8%
94	GSA CAPITAL PARTNERS LLP#94 · 48,210 sh	48,210	$2.0M	0.13%	+317.0%
95	Amundi#95 · 48,150 sh	48,150	$2.0M	<0.01%	+174.4%
96	Aquatic Capital Management#96 · 46,739 sh	46,739	$1.9M	0.07%	+111.6%
97	US BANCORP \DE\#97 · 45,694 sh	45,694	$1.9M	<0.01%	-0.2%
98	MetLife Investment Management#98 · 45,416 sh	45,416	$1.9M	<0.01%	+16.5%
99	CITIGROUP#99 · 45,095 sh	45,095	$1.9M	<0.01%	+83.8%
100	WINTON GROUP Ltd#100 · 42,796 sh	42,796	$1.8M	0.06%	+45.0%

Funds that sold out of STEP in Q2 2026 (40)

Held STEP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held STEP in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Pitcairn Wealth Advisors4,040,795 sh	4,040,795	$259.3M
SG Americas Securities402,245 sh	402,245	$19.2M
Granahan Investment Management211,626 sh	211,626	$10.1M
Jain Global93,238 sh	93,238	$4.4M
CONGRESS ASSET MANAGEMENT62,909 sh	62,909	$3.0M
TUDOR INVESTMENT ET AL55,317 sh	55,317	$2.6M
Kingsview Wealth Management54,337 sh	54,337	$2.6M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO48,207 sh	48,207	$2.3M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS37,712 sh	37,712	$1.8M
Walleye Capital34,282 sh	34,282	$1.6M
Susquehanna Portfolio Strategies27,530 sh	27,530	$1.3M
HRT FINANCIAL20,421 sh	20,421	$974.0K
MOODY NATIONAL BANK DIVISION16,683 sh	16,683	$796.1K
STIFEL FINANCIAL16,311 sh	16,311	$778.4K
THORNBURG INVESTMENT MANAGEMENT16,225 sh	16,225	$774.3K
Dynamic Technology Lab Private Ltd8,873 sh	8,873	$423.4K
Numerai GP8,218 sh	8,218	$392.2K
WEALTH ENHANCEMENT ADVISORY SERVICES6,553 sh	6,553	$308.3K
CAPTRUST FINANCIAL ADVISORS6,074 sh	6,074	$289.9K
Sanctuary Advisors4,571 sh	4,571	$218.1K
EVERGREEN CAPITAL MANAGEMENT4,378 sh	4,378	$208.9K
Vanguard Personalized Indexing Management4,366 sh	4,366	$208.3K
nVerses Capital4,343 sh	4,343	$207.2K
QUADRANT CAPITAL GROUP2,394 sh	2,394	$106.1K
Versant Capital Management979 sh	979	$46.7K
Spire Wealth Management300 sh	300	$14.3K
Crews Bank85 sh	85	$4.1K
First Pacific Financial48 sh	48	$2.3K
TWIN PEAKS WEALTH ADVISORS43 sh	43	$2.1K
MAI Capital Management34 sh	34	$1.6K
PICTON MAHONEY ASSET MANAGEMENT22 sh	22	$1.1K
JPL Wealth Management15 sh	15	$716.00
Advisory Services Network11 sh	11	$525.00
TopTier Wealth Management11 sh	11	$525.00
Vermillion Wealth Management7 sh	7	$334.00
Ronald Blue4 sh	4	$191.00
Root Financial Partners4 sh	4	$191.00
TD PRIVATE CLIENT WEALTH3 sh	3	$143.00
HARBOUR INVESTMENTS2 sh	2	$95.00
Dunhill Financial1 sh	1	$68.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.