STEPNasdaqInvestment AdviceFiscal year ends March 31
StepStone Group Inc.
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$42.18+0.54 (+1.30%)
Close on Oct 19, 2026
- Market cap
- $3.46B
- P/E (TTM)
- –
- Dividend yield
- 3.51%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.2%
80M of 121M shares
Institutional holders
273
55 new, 40 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
5 buys · 22 sales
Net sold $32.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,768,221 | 12.90% | 13G (passive) amendment | Mar 31, 2025 |
| Wellington Group Holdings LLP | 5,723,073 | 7.30% | 13G (passive) | Sep 30, 2025 |
| Millennium Group Management LLC | 5,619,498 | 6.80% | 13G (passive) amendment | Jun 30, 2026 |
| Jose A. Fernandez | 5,033,311 | 6.00% | 13D (active) amendment | Sep 18, 2025 |
| Vanguard Portfolio Management | 4,545,592 | 5.67% | 13G (passive) | Mar 31, 2026 |
| Israel A. Englander | 4,401,412 | 5.70% | 13G (passive) amendment | May 23, 2025 |
| T. Rowe Price Associates, Inc. | 4,378,783 | 5.60% | 13G (passive) amendment | Sep 30, 2025 |
| Michael I. McCabe | 43,228,796 | 38.50% | 13D (active) amendment | Jun 4, 2025 |
| Thomas Keck | 4,299,538 | 5.20% | 13D (active) | Sep 18, 2025 |
| Jason P. Ment | 42,462,212 | 38.60% | 13D (active) amendment | Jan 6, 2025 |
| Vanguard Capital Management | 4,090,444 | 5.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STEP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,972,263 | 9.92% | $495.17M | +145,075 | 0.01% |
| Millennium Management LLC | 5,619,498 | 4.66% | $232.42M | −1,553,926 | 0.08% |
| Wellington Management Group Llp | 5,189,963 | 4.30% | $214.66M | −50,110 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 5,167,251 | 4.28% | $213.72K | +293,492 | 0.02% |
| Vanguard Portfolio Management LLC | 4,674,073 | 3.87% | $193.32M | +189,138 | 0.01% |
| Vanguard Capital Management LLC | 3,550,308 | 2.94% | $146.84M | +24,352 | 0.00% |
| State Street Corp | 3,117,991 | 2.58% | $128.96M | +248,229 | 0.00% |
| Capital World Investors | 2,524,018 | 2.09% | $104.39M | −747,507 | 0.01% |
| Geode Capital Management, LLC | 2,016,372 | 1.67% | $83.41M | +65,013 | 0.00% |
| William Blair Investment Management, LLC | 1,930,015 | 1.60% | $79.83M | +15,538 | 0.24% |
| Westfield Capital Management Co LP | 1,729,424 | 1.43% | $71.53M | +551,453 | 0.23% |
| JPMorgan Chase & Co | 1,520,835 | 1.26% | $61.38M | +40,951 | 0.00% |
| Goldman Sachs Group Inc | 1,428,505 | 1.18% | $59.08M | +844,894 | 0.01% |
| Adage Capital Partners Gp, L.L.C. | 1,391,217 | 1.15% | $57.54M | +67,974 | 0.08% |
| Samlyn Capital, LLC | 1,269,100 | 1.05% | $52.49M | +373,655 | 0.85% |
| Capital Research Global Investors | 1,231,923 | 1.02% | $50.95M | +437,040 | 0.01% |
| Balyasny Asset Management L.P. | 1,113,093 | 0.92% | $46.04M | −312,806 | 0.06% |
| Morgan Stanley | 1,084,346 | 0.90% | $44.85M | +337,299 | 0.00% |
| Junto Capital Management LP | 1,078,672 | 0.89% | $44.61M | +222,950 | 0.78% |
| Point72 Asset Management, L.P. | 1,004,669 | 0.83% | $41.55M | +817,601 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 273 | 80M | 66.2% | 55 / 125 | 71 / 40 | 10M | 12M |
| Q1 2026 | 263 | 82M | 67.9% | 60 / 100 | 78 / 51 | 24M | 12M |
| Q4 2025 | 260 | 80M | 66.1% | 37 / 108 | 75 / 30 | 10M | 6M |
| Q3 2025 | 257 | 75M | 62.4% | 35 / 113 | 62 / 44 | 10M | 6M |
| Q2 2025 | 268 | 71M | 59.0% | 58 / 87 | 92 / 25 | 7M | 5M |
| Q1 2025 | 237 | 70M | 57.9% | 30 / 106 | 74 / 43 | 7M | 5M |
| Q4 2024 | 252 | 68M | 56.5% | 63 / 96 | 64 / 15 | 7M | 6M |
| Q3 2024 | 208 | 68M | 56.5% | 40 / 95 | 52 / 16 | 18M | 5M |
| Q2 2024 | 187 | 63M | 52.2% | 58 / 62 | 49 / 11 | 13M | 8M |
| Q1 2024 | 141 | 58M | 47.9% | 28 / 50 | 42 / 12 | 6M | 3M |
| Q4 2023 | 126 | 56M | 46.4% | 15 / 46 | 48 / 10 | 7M | 3M |
| Q3 2023 | 122 | 51M | 42.6% | 19 / 54 | 31 / 20 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STEP | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,414,589 | 3.66% | $182.59M | 0.16% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 2,963,230 | 2.46% | $122.56M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,561,206 | 2.12% | $105.93M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 2,099,620 | 1.74% | $86.84M | 0.53% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,900,174 | 1.57% | $78.59M | 0.09% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,851,760 | 1.53% | $76.59M | 0.04% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,524,476 | 1.26% | $66.86M | 0.30% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,066,709 | 0.88% | $44.12M | 0.09% | Jun 30, 2026 |
| Harbor Small Cap Growth Fund | 858,323 | 0.71% | $37.65M | 1.41% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 850,417 | 0.70% | $37.30M | 0.11% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 846,848 | 0.70% | $35.03M | 0.04% | Jun 30, 2026 |
| JPMorgan Small Cap Equity Fund | 760,880 | 0.63% | $31.47M | 1.09% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 678,749 | 0.56% | $28.07M | 0.17% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 651,922 | 0.54% | $26.96M | 0.33% | Jun 30, 2026 |
| Baron Discovery Fund | 575,000 | 0.48% | $23.78M | 1.30% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael I. McCabe | Head of Strategy, Director | 3,375,832 | 2.80% | Jun 11, 2026 |
| Jose A. Fernandez | Co-Chief Operating Officer, Director | 4,638,639 | 3.84% | Jun 3, 2026 |
| Scott W. Hart | Chief Executive Officer, Director | 3,140,387 | 2.60% | Mar 17, 2026 |
| David Y. Park | Chief Financial Officer | 50,705 | 0.04% | Apr 2, 2026 |
| Anthony Keathley | Chief Accounting Officer | 3,540 | 0.00% | Mar 17, 2026 |
| Jason P. Ment | President & Co-COO | 1,177,929 | 0.98% | Mar 17, 2026 |
| Valerie Gay Brown | Director | 27,557 | 0.02% | Sep 10, 2026 |
| Steven R. Mitchell | Director | 10,003,709 | 8.29% | Sep 10, 2026 |
| David F. Hoffmeister | Director | 59,086 | 0.05% | Sep 10, 2026 |
| Anne L. Raymond | Director | 32,361 | 0.03% | Sep 10, 2026 |
| Thomas Keck | Director | 4,318,366 | 3.58% | Mar 17, 2026 |
| George B. Kaiser | – | 5,045,544 | 4.18% | Dec 4, 2024 |
| Robert Waldo | – | 5,018,044 | 4.16% | Dec 4, 2024 |
| Sanford Energy, Inc. | – | 3,830,328 | 3.17% | Dec 4, 2024 |
| ARGO Holdings, LLC | – | – | – | Dec 4, 2024 |
| ARG Private Equity, LLC | – | – | – | Dec 4, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David F. Hoffmeister Director | Sep 8, 2026 | Award | +5,616 | $50.74 | $284.96K | 19,550 |
| Anne L. Raymond Director | Sep 8, 2026 | Award | +5,124 | $50.74 | $259.99K | 32,361 |
| Valerie Gay Brown Director | Sep 8, 2026 | Award | +5,518 | $50.74 | $279.98K | 12,235 |
| Steven R. Mitchell Director | Sep 8, 2026 | Award | +4,828 | $50.74 | $244.97K | 17,621 |
| Michael I. McCabe Head of Strategy, Director | Jun 11, 2026 | Buy | +96,887 | $41.71 | $4.04M | 410,065 |
| Michael I. McCabe Head of Strategy, Director | Jun 11, 2026 | Buy | +23,113 | $42.44 | $980.92K | 433,178 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Jun 3, 2026 | Sale(10b5-1 plan) | −2,290 | $42.64 | $97.65K | 0 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −14,800 | $47.33 | $700.48K | 2,290 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −85,200 | $46.41 | $3.95M | 17,090 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −3,383 | $50.59 | $171.15K | 102,290 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −12,117 | $49.78 | $603.18K | 105,673 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −56,176 | $48.57 | $2.73M | 117,790 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −28,324 | $47.90 | $1.36M | 173,966 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Mar 31, 2026 | Returned to company | −200,000 | – | – | 3,016,601 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Mar 31, 2026 | Conversion | +200,000 | – | – | 200,000 |
| David Y. Park Chief Financial Officer | Mar 31, 2026 | Award | +64 | – | – | 50,705 |
| Michael I. McCabe Head of Strategy, Director | Mar 13, 2026 | Award | +7,152 | – | – | 313,178 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Mar 13, 2026 | Award | +7,152 | – | – | 18,828 |
| Scott W. Hart Chief Executive Officer, Director | Mar 13, 2026 | Award | +27,722 | – | – | 78,605 |
| Anthony Keathley Chief Accounting Officer | Mar 13, 2026 | Award | +1,612 | – | – | 3,540 |
| Jason P. Ment President & Co-COO | Mar 13, 2026 | Award | +15,525 | – | – | 49,680 |
| Thomas Keck Director | Mar 13, 2026 | Award | +7,152 | – | – | 21,118 |
| David Y. Park Chief Financial Officer | Mar 13, 2026 | Award | +9,814 | – | – | 28,463 |
| David Y. Park Chief Financial Officer | Mar 13, 2026 | Award | +22,178 | – | – | 50,641 |
| Steven R. Mitchell Director | Feb 23, 2026 | Buy | +1,200 | $44.65 | $53.58K | 1,200 |
| Steven R. Mitchell Director | Feb 23, 2026 | Buy | +11,507 | $44.18 | $508.38K | 12,793 |
| Steven R. Mitchell Director | Feb 23, 2026 | Buy | +86 | $44.33 | $3.81K | 1,286 |
| David Y. Park Chief Financial Officer | Feb 14, 2026 | Tax withholding | −3,480 | $56.76 | $197.52K | 18,649 |
| Anthony Keathley Chief Accounting Officer | Feb 14, 2026 | Tax withholding | −296 | $56.76 | $16.80K | 1,928 |
| Scott W. Hart Chief Executive Officer, Director | Jan 26, 2026 | Sale(10b5-1 plan) | −5,384 | $72.97 | $392.87K | 0 |
| Scott W. Hart Chief Executive Officer, Director | Jan 26, 2026 | Sale(10b5-1 plan) | −4,616 | $71.99 | $332.31K | 5,384 |
| Scott W. Hart Chief Executive Officer, Director | Dec 26, 2025 | Sale(10b5-1 plan) | −10,000 | $66.17 | $661.70K | 10,000 |
| Michael I. McCabe Head of Strategy, Director | Dec 10, 2025 | Sale | −9,300 | $66.82 | $621.43K | 306,026 |
| Michael I. McCabe Head of Strategy, Director | Dec 10, 2025 | Sale | −108,538 | $66.15 | $7.18M | 315,326 |
| Michael I. McCabe Head of Strategy, Director | Dec 10, 2025 | Sale | −74,214 | $66.14 | $4.91M | 122,209 |
| Scott W. Hart Chief Executive Officer, Director | Nov 25, 2025 | Sale(10b5-1 plan) | −10,000 | $61.70 | $617.00K | 20,000 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Nov 13, 2025 | Sale(10b5-1 plan) | −55,444 | $62.18 | $3.45M | 14,958 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Nov 13, 2025 | Sale(10b5-1 plan) | −14,958 | $62.75 | $938.61K | 0 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Nov 12, 2025 | Sale(10b5-1 plan) | −6,020 | $63.17 | $380.28K | 70,402 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Nov 12, 2025 | Sale(10b5-1 plan) | −6,586 | $61.73 | $406.55K | 134,220 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Nov 12, 2025 | Sale(10b5-1 plan) | −57,798 | $62.70 | $3.62M | 76,422 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Nov 11, 2025 | Sale(10b5-1 plan) | −200 | $62.07 | $12.41K | 140,806 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Nov 11, 2025 | Sale(10b5-1 plan) | −70,204 | $61.41 | $4.31M | 141,006 |
| Scott W. Hart Chief Executive Officer, Director | Oct 27, 2025 | Sale(10b5-1 plan) | −10,000 | $64.34 | $643.40K | 30,000 |
| David Y. Park Chief Financial Officer | Oct 1, 2025 | Award | +109 | $45.81 | $4.99K | 22,129 |
| Thomas Keck Director | Sep 30, 2025 | Gift | −30,623 | – | – | 2,520,501 |
| Thomas Keck Director | Sep 30, 2025 | Gift | +30,623 | – | – | 30,623 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Sep 30, 2025 | Conversion | +200,000 | – | – | 211,210 |
| Jose A. Fernandez Co-Chief Operating Officer, Director | Sep 30, 2025 | Returned to company | −200,000 | – | – | 3,216,601 |
| Scott W. Hart Chief Executive Officer, Director | Sep 25, 2025 | Sale(10b5-1 plan) | −8,589 | $64.62 | $555.02K | 41,411 |
| Scott W. Hart Chief Executive Officer, Director | Sep 25, 2025 | Sale(10b5-1 plan) | −1,411 | $65.18 | $91.97K | 40,000 |
| David Y. Park Chief Financial Officer | Sep 11, 2025 | Sale | −1,000 | $63.26 | $63.26K | 22,020 |
| David F. Hoffmeister Director | Sep 9, 2025 | Award | +3,691 | – | – | 13,934 |
| Valerie Gay Brown Director | Sep 9, 2025 | Award | +3,281 | – | – | 6,717 |
| Anne L. Raymond Director | Sep 9, 2025 | Award | +3,281 | – | – | 27,237 |
| Scott W. Hart Chief Executive Officer, Director | Aug 25, 2025 | Sale(10b5-1 plan) | −10,000 | $61.44 | $614.40K | 50,000 |
| Scott W. Hart Chief Executive Officer, Director | Jul 25, 2025 | Sale(10b5-1 plan) | −10,000 | $61.28 | $612.80K | 60,000 |
| Scott W. Hart Chief Executive Officer, Director | Jul 10, 2025 | Sale(10b5-1 plan) | −10,000 | $60.29 | $602.90K | 70,000 |
| Michael I. McCabe Head of Strategy, Director | Jun 12, 2025 | Sale | −67,718 | $56.54 | $3.83M | 423,864 |
| Michael I. McCabe Head of Strategy, Director | May 28, 2025 | Sale | −51,377 | $59.90 | $3.08M | 196,423 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Family Trust U/A Dtd 01/16/2008 Fernandez Director, Officer | Jun 1, 2026 | 202,290 | $9.97M | Jun 1, 2026 | Founders Shares |
| McCabe Michael Officer | Dec 10, 2025 | 117,838 | $7.80M | Dec 10, 2025 | Founder Stock |
| Llc Benzy Officer | Dec 10, 2025 | 74,214 | $4.91M | Dec 10, 2025 | Founder Stock |
| Family Trust U/A Dtd01/16/2008 Fernandez Director, Officer | Nov 12, 2025 | 211,210 | $13.12M | Nov 11, 2025 | Founders Shares |
| Family Trust U/T/A Dtd 10/24/2013 Hart Director, Officer, 10% Stockholder | Oct 27, 2025 | 40,000 | $2.53M | Oct 27, 2025 | Founders Shares |
| Y. Park David Officer | Sep 11, 2025 | 1,000 | $63.26K | Sep 11, 2025 | Restricted stock vesting under a registered plan |
| Family Trust U/T/A Dtd 10/24/2013 Hart Director, Officer, 10% Stockholder | Jul 25, 2025 | 30,000 | $1.83M | Jul 25, 2025 | Founders Shares |
| Family Trust U/T/A Dtd 10/24/2013 Hart Director, Officer, 10% Stockholder | Jul 10, 2025 | 10,000 | $595.40K | Jul 10, 2025 | Founders Shares |
| McCabe Michael Officer | Jun 12, 2025 | 67,718 | $3.83M | Jun 12, 2025 | Founder Stock |
| Ment Jason Officer, Member of 13D group that owns more than 10% and Co | May 28, 2025 | 55,608 | $3.30M | May 28, 2025 | Restricted Stock Units |
| Family Trust U/T/A Dtd 10/24/2013 Hart Officer | May 28, 2025 | 27,697 | $1.64M | May 28, 2025 | Founders Shares |
| Llc Benzy Officer | May 28, 2025 | 51,377 | $3.08M | May 28, 2025 | Founder Stock |
| McCabe Michael Officer | May 28, 2025 | 199,741 | $11.97M | May 28, 2025 | Founder Stock |
| Family Trust U/T/A Dtd 10/24/2013 Hart Director, Officer, Member of 13D Group that owns more than 10% | May 23, 2025 | 1,403 | $79.56K | May 23, 2025 | Founders Shares |
| Ment Jason Officer, Member of 13D group that owns more than 10% and Co | May 23, 2025 | 900 | $51.04K | May 23, 2025 | Restricted Stock Units |