Stepstone Group Inc (STEP) Ownership

35.10 ↑1.04 (3.05%)
As of March 27, 2024, 3:59pm EST.

Institutional Ownership

Wellington Management Company LLP is the biggest individual institutional holder of Stepstone Group Inc (STEP), owning a total of 7 million shares. Combined, the top 30 institutional holders of STEP own 88.08% of the company with a total of 56.3 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of STEP by 1.3 million shares. 12 institutions bought 2,044,263 total additional shares and increased their ownership by an average of 12.92%. However 7 institutions sold 707,887 total shares and decreased their ownership by an average of 3.81%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Stepstone Group increased by a net total of 1,336,376 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP10.891%9.848%6,994,497627,0592023-12-31
Vanguard Group Inc8.206%1.757%5,270,14490,9742023-12-31
BlackRock Inc6.173%8.999%3,964,114327,2622023-12-31
JPMorgan Chase & Co5.396%-0.227%3,465,147-7,8762023-12-31
T. Rowe Price Investment Management,Inc.4.703%-3.221%3,020,552-100,5202023-12-31
Wasatch Advisors Inc.4.518%0.069%2,901,8052,0032023-12-31
Millennium Management LLC4.313%14.221%2,769,614344,8282023-12-31
FMR Inc4.178%-1.816%2,683,275-49,6382023-12-31
Capital World Investors3.955%0.000%2,540,22802023-12-31
AllianceBernstein L.P.3.938%-4.518%2,529,308-119,6842023-12-31
Fred Alger Management, LLC3.744%-14.844%2,404,594-419,1722023-12-31
State Street Corporation1.997%5.297%1,282,53964,5232023-12-31
Geode Capital Management, LLC1.832%5.207%1,176,76758,2462023-12-31
Bank of New York Mellon Corp1.271%5.629%816,42743,5062023-12-31
Loomis, Sayles & Company LP1.012%-0.471%649,690-3,0722023-12-31
Dimensional Fund Advisors, Inc.0.989%22.462%634,815116,4392023-12-31
Capital Research Global Investors0.979%27.753%628,532136,5422023-12-31
William Blair Investment Management, LLC0.939%44.897%602,777186,7742023-12-31
Charles Schwab Investment Management Inc0.878%8.910%563,60646,1072023-12-31
Northern Trust Corp0.769%-1.579%494,119-7,9252023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP10.891%9.848%6,994,497627,0592023-12-31
T. Rowe Price Associates, Inc.8.762%9.245%5,437,768460,1892022-06-30
Vanguard Group Inc8.206%1.757%5,270,14490,9742023-12-31
BlackRock Inc6.173%8.999%3,964,114327,2622023-12-31
JPMorgan Chase & Co5.396%-0.227%3,465,147-7,8762023-12-31
T. Rowe Price Investment Management,Inc.4.703%-3.221%3,020,552-100,5202023-12-31
Wasatch Advisors Inc.4.518%0.069%2,901,8052,0032023-12-31
Millennium Management LLC4.313%14.221%2,769,614344,8282023-12-31
FMR Inc4.178%-1.816%2,683,275-49,6382023-12-31
Capital World Investors3.955%0.000%2,540,22802023-12-31
AllianceBernstein L.P.3.938%-4.518%2,529,308-119,6842023-12-31
Fred Alger Management, LLC3.744%-14.844%2,404,594-419,1722023-12-31
State Street Corporation1.997%5.297%1,282,53964,5232023-12-31
Geode Capital Management, LLC1.832%5.207%1,176,76758,2462023-12-31
Westfield Capital Management Company, LP1.425%4.728%913,06941,2172023-09-30
Schonfeld Strategic Advisors LLC1.313%27.127%824,800176,0002023-03-31
Bank of New York Mellon Corp1.271%5.629%816,42743,5062023-12-31
Federated Hermes Inc1.190%-36.601%747,544-431,5652023-03-31
Loomis, Sayles & Company LP1.012%-0.471%649,690-3,0722023-12-31
Dimensional Fund Advisors, Inc.0.989%22.462%634,815116,4392023-12-31
Capital Research Global Investors0.979%27.753%628,532136,5422023-12-31
William Blair Investment Management, LLC0.939%44.897%602,777186,7742023-12-31
Nuveen Asset Management, LLC0.942%51.936%591,739202,2722023-03-31
Charles Schwab Investment Management Inc0.878%8.910%563,60646,1072023-12-31
Grantham, Mayo, Van Otterloo & Co., LLC0.809%210.493%518,054351,2052023-09-30
American Century Companies Inc0.814%-59.280%511,448-744,5482023-03-31
Northern Trust Corp0.769%-1.579%494,119-7,9252023-12-31
Renaissance Technologies Corp0.772%28.107%484,758106,3582023-06-30
Adage Capital Partners Gp LLC0.704%96.097%442,376216,7852023-03-31
Morgan Stanley - Brokerage Accounts0.672%-0.430%416,819-1,7992022-09-30

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Stepstone Group Inc (STEP), owning a total of 3.2 million shares. Combined, the top 34 mutual fund holders of STEP own 54.06% of the company with a total of 34.5 million shares.

In the latest ownership report on February 29th 2024, the top 34 fund holders increased their combined ownership of STEP by 11 thousand shares. 3 funds bought 18,223 total additional shares and increased their ownership by an average of 0.58%. However 3 funds sold 7,278 total shares and decreased their ownership by an average of 0.17%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Stepstone Group increased by a net total of 10,945 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.636%-0.383%1,692,929-6,5062024-02-29
Vanguard Small Cap Index2.186%0.942%1,403,75613,1042024-02-29
iShares Russell 2000 ETF2.105%-0.016%1,351,995-2212024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.187%0.445%762,3483,3752024-02-29
Vanguard Small Cap Value Index Inv0.746%0.365%479,2821,7442024-02-29
iShares Russell 2000 Growth ETF0.738%-0.116%473,714-5512024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds SMALLCAP World A4.934%4.503%3,168,760136,5422023-12-31
Vanguard Explorer Inv4.377%-11.090%2,810,750-350,6052023-12-31
JPM US Small Cap Core-Composite3.066%-3.785%1,968,715-77,4402023-12-31
Wasatch Small Cap Growth Investor2.815%0.000%1,808,04302023-12-31
Vanguard Total Stock Mkt Idx Inv2.636%-0.383%1,692,929-6,5062024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.659%0.838%1,671,03813,8852023-03-31
JPMorgan Small Cap Equity A2.548%-16.895%1,636,096-332,6192024-01-31
Vanguard Small Cap Index2.186%0.942%1,403,75613,1042024-02-29
AB Small Cap Growth A2.169%-2.051%1,392,791-29,1622024-01-31
iShares Russell 2000 ETF2.105%-0.016%1,351,995-2212024-02-29
T. Rowe Price Small-Cap Stock1.465%-8.171%940,685-83,7002023-12-31
T. Rowe Price US Small-Cap Core Equity1.465%-8.171%940,685-83,7002023-12-31
Vanguard Small Cap Growth Index Inv1.279%-0.169%803,700-1,3582023-05-31
Vanguard Institutional Extnd Mkt Idx Tr1.187%0.445%762,3483,3752024-02-29
Federated Hermes Kaufmann Small Cap Grow1.190%-36.601%747,544-431,5652023-03-31
Federated Hermes Kaufmann Small Cap A1.190%-36.601%747,544-431,5652023-03-31
Fidelity Small Cap Growth1.158%2.777%743,79520,1002023-12-31
Fidelity® Small Cap Growth1.130%-0.121%723,695-8792023-10-31
T. Rowe Price U.S. SC Value Eq Tr-Z1.113%6.787%691,00343,9202022-09-30
Alger Weatherbie Specialized Growth A1.068%-1.586%685,957-11,0522023-12-31
American Century Small Cap Growth Inv1.065%53.318%669,103232,6892022-12-31
American Century U.S. Small Cap Gr SMA1.065%53.318%669,103232,6892022-12-31
American Century U.S. Small Cap Growth1.065%53.318%669,103232,6892022-12-31
Vanguard Extended Market Index Investor1.051%-0.017%660,169-1152023-08-31
T. Rowe Price Small-Cap Value0.885%6.604%568,17535,2002023-12-31
Fidelity® Balanced0.887%-1.492%567,954-8,6022023-10-31
Fidelity Balanced0.864%-2.282%554,993-12,9612023-12-31
T. Rowe Price Instl Small-Cap Stock0.859%-8.838%539,865-52,3372023-06-30
Fidelity Small Cap Index0.839%1.394%538,5547,4042023-12-31
Fidelity® Small Cap Index0.813%2.713%520,67513,7552023-10-31
Vanguard Small Cap Value Index Inv0.746%0.365%479,2821,7442024-02-29
iShares Russell 2000 Growth ETF0.738%-0.116%473,714-5512024-02-29
Hartford Capital Appreciation Y0.724%0.000%464,683464,6832024-01-31
T. Rowe Price U.S. SC Core Eq Tr-Z0.719%-7.325%460,535-36,4002023-12-31

Discussions

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SayMyName

$STEP one of the poorest performed stocks for a big name.

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TFTSeasonOne

$STEP wow
looking like it’s going to be a monster day!

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