StepStone Group Inc. (STEP) shareholders
STEPNasdaqInvestment AdviceFiscal year ends March 31
$47.48−0.98 (-2.02%)
Close on Nov 12, 2026Market cap $5.73BP/E –Yield 3.12%
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 · 16 sales
Net sold $23.12M
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 |
|---|---|---|---|---|
| Monte M. Brem Joint filing with Scott W. Hart (38.50%), Jason P. Ment (38.50%) and 3 more | 43,228,796 | 38.50% | 13D (active) amendment | Jun 4, 2025 |
| Scott W. Hart Joint filing with Monte M. Brem (38.60%), Jason P. Ment (38.60%) and 3 more | 42,462,212 | 38.60% | 13D (active) amendment | Jan 6, 2025 |
| BlackRock, Inc. | 9,768,221 | 12.90% | 13G (passive) amendment | Mar 31, 2025 |
| Wellington Management Company LLP Joint filing with Wellington Management Group LLP (7.30%), Wellington Group Holdings LLP (7.30%) and 1 more | 5,723,073 | 6.90% | 13G (passive) | Sep 30, 2025 |
| Millennium Group Management LLC Joint filing with Millennium Management LLC (6.80%), Israel A. Englander (6.80%) and 1 more | 5,619,498 | 6.80% | 13G (passive) amendment | Jun 30, 2026 |
| Jose A. Fernandez Joint filing with Thomas Keck (5.20%) | 5,033,311 | 6.00% | 13D (active) amendment | Sep 18, 2025 |
| Vanguard Portfolio Management | 4,545,592 | 5.67% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 4,378,783 | 5.60% | 13G (passive) amendment | Sep 30, 2025 |
| Thomas Keck | 4,299,538 | 5.20% | 13D (active) | Sep 18, 2025 |
| Vanguard Capital Management | 4,090,444 | 5.10% | 13G (passive) | Mar 31, 2026 |
| Millennium Management LLC Joint filing with Millennium Group Management LLC (5.10%), Israel A. Englander (5.10%) | 3,832,983 | 5.10% | 13G (passive) | May 15, 2025 |
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% | $213.72M | +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)
304 funds held STEP in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 50,775 | 0.04% | Oct 1, 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 | 17,621 | 0.01% | 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 Y. Park Chief Financial Officer | Sep 30, 2026 | Award | +70 | $36.89 | $2.58K | 50,775 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.09%
6M shares short
Days to cover
8.3
At 1M shares a day
Change since last report
-0.2%
From 6M shares
Short volume, 20 days
50.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of StepStone's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,396 shares on Oct 1, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Fernandez Family Trust U/A Dtd 01/16/2008 Director, Officer | Jun 1, 2026 | 202,290 | $9.97M | Jun 1, 2026 | Founders Shares |
| Michael I. McCabe Officer | Dec 10, 2025 | 117,838 | $7.80M | Dec 10, 2025 | Founder Stock |
| Benzy LLC Officer | Dec 10, 2025 | 74,214 | $4.91M | Dec 10, 2025 | Founder Stock |
| Fernandez Family Trust U/A Dtd01/16/2008 Director, Officer | Nov 12, 2025 | 211,210 | $13.12M | Nov 11, 2025 | Founders Shares |
| Hart Family Trust U/T/A Dtd 10/24/2013 Director, Officer, 10% Stockholder | Oct 27, 2025 | 40,000 | $2.53M | Oct 27, 2025 | Founders Shares |
| David Y. Park Officer | Sep 11, 2025 | 1,000 | $63.26K | Sep 11, 2025 | Restricted stock vesting under a registered plan |
| Hart Family Trust U/T/A Dtd 10/24/2013 Director, Officer, 10% Stockholder | Jul 25, 2025 | 30,000 | $1.83M | Jul 25, 2025 | Founders Shares |
| Hart Family Trust U/T/A Dtd 10/24/2013 Director, Officer, 10% Stockholder | Jul 10, 2025 | 10,000 | $595.40K | Jul 10, 2025 | Founders Shares |
| Michael I. McCabe Officer | Jun 12, 2025 | 67,718 | $3.83M | Jun 12, 2025 | Founder Stock |
| Jason P. Ment 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 |
| Hart Family Trust U/T/A Dtd 10/24/2013 Officer | May 28, 2025 | 27,697 | $1.64M | May 28, 2025 | Founders Shares |
| Benzy LLC Officer | May 28, 2025 | 51,377 | $3.08M | May 28, 2025 | Founder Stock |
| Michael I. McCabe Officer | May 28, 2025 | 199,741 | $11.97M | May 28, 2025 | Founder Stock |
| Hart Family Trust U/T/A Dtd 10/24/2013 Director, Officer, Member of 13D Group that owns more than 10% | May 23, 2025 | 1,403 | $79.56K | May 23, 2025 | Founders Shares |
| Jason P. Ment Officer, Member of 13D group that owns more than 10% and Co | May 23, 2025 | 900 | $51.04K | May 23, 2025 | Restricted Stock Units |
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