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STEP Institutional Ownership

StepStone Group Inc.
1W: -0.7% 1M: -5.6% 3M: -6.1% YTD: -36.7% 1Y: -32.8% 3Y: +54.4% 5Y: +9.6%
$41.88
-0.01 (-0.02%)
After Hours: $45.08 (+3.20, +7.63%)
Weekly Expected Move ±4.9%
$38 $40 $42 $44 $46
NASDAQ · Financial Services · Asset Management · Tech Score Strong Sell · Power 34 · $5.4B mcap · 114M float · 1.11% daily turnover · Short 53% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — STEP

318
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
56
New Positions
126
Increased
111
Reduced
40
Closed
1.40
Put/Call Ratio

Ownership Trends

Top Institutional Holders (357 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 11,972,263 $502M +145,075 +1.2% 8Q SEC ↗
2 MILLENNIUM MANAGEMENT LLC 5,619,498 $235M -1,553,926 -21.7% 22Q SEC ↗
3 WELLINGTON MANAGEMENT GROUP LLP 5,189,963 $217M -50,110 -1.0% 24Q SEC ↗
4 PRICE T ROWE ASSOCIATES INC /MD 5,167,251 $216M +293,492 +6.0% 16Q SEC ↗
5 VANGUARD PORTFOLIO MANAGEMENT LLC 4,674,073 $196M +189,138 +4.2% 2Q SEC ↗
6 VANGUARD CAPITAL MANAGEMENT LLC 3,550,308 $149M +24,352 +0.7% 2Q SEC ↗
7 STATE STREET CORP 3,117,991 $131M +248,229 +8.6% 23Q SEC ↗
8 Capital World Investors 2,524,018 $106M -747,507 -22.8% 24Q SEC ↗
9 GEODE CAPITAL MANAGEMENT, LLC 2,016,372 $84M +65,013 +3.3% 23Q SEC ↗
10 WILLIAM BLAIR INVESTMENT MANAGEMENT, L 1,930,015 $81M +15,538 +0.8% 12Q SEC ↗
11 WESTFIELD CAPITAL MANAGEMENT CO LP 1,729,424 $72M +551,453 +46.8% 4Q SEC ↗
12 JPMORGAN CHASE & CO 1,520,835 $64M +40,951 +2.8% 24Q SEC ↗
13 GOLDMAN SACHS GROUP INC 1,428,505 $60M +844,894 +144.8% 15Q SEC ↗
14 ADAGE CAPITAL PARTNERS GP, L.L.C. 1,391,217 $58M +67,974 +5.1% 3Q SEC ↗
15 SAMLYN CAPITAL, LLC 1,269,100 $53M +373,655 +41.7% 2Q SEC ↗
16 Capital Research Global Investors 1,231,923 $52M +437,040 +55.0% 24Q SEC ↗
17 Balyasny Asset Management L.P. 1,113,093 $47M -312,806 -21.9% 7Q SEC ↗
18 MORGAN STANLEY 1,084,346 $45M +337,299 +45.2% 24Q SEC ↗
19 Junto Capital Management LP 1,078,672 $45M +222,950 +26.1% 2Q SEC ↗
20 Point72 Asset Management, L.P. 1,004,669 $42M +817,601 +437.1% 2Q SEC ↗
21 WASATCH ADVISORS LP 905,245 $38M -16,475 -1.8% 23Q SEC ↗
22 BAMCO INC /NY 828,911 $35M -1,663 -0.2% 14Q SEC ↗
23 NORTHERN TRUST CORP 802,242 $34M +75,206 +10.3% 24Q SEC ↗
24 RAYMOND JAMES FINANCIAL INC 735,937 $31M +1,933 +0.3% 7Q SEC ↗
25 CHARLES SCHWAB INVESTMENT MANAGEMENT I 689,492 $29M +38,864 +6.0% 15Q SEC ↗
26 Sixth Street Partners Management Compa NEW 689,492 $29M — +0.0% 1Q SEC ↗
27 Advent International, L.P. 683,432 $29M +563,297 +468.9% 2Q SEC ↗
28 BANK OF AMERICA CORP /DE 643,171 $27M +228,449 +55.1% 15Q SEC ↗
29 FRANKLIN RESOURCES INC 547,000 $23M -430,423 -44.0% 10Q SEC ↗
30 Bank of New York Mellon Corp 525,918 $22M +34,182 +7.0% 23Q SEC ↗
31 UBS Group AG 501,320 $21M -19,094 -3.7% 24Q SEC ↗
32 VANGUARD FIDUCIARY TRUST CO 500,049 $21M -13,977 -2.7% 2Q SEC ↗
33 Nuveen, LLC 488,219 $20M +188,782 +63.0% 6Q SEC ↗
34 Woodline Partners LP 466,529 $20M +263,153 +129.4% 3Q SEC ↗
35 Schonfeld Strategic Advisors LLC 437,016 $18M +262,328 +150.2% 7Q SEC ↗
36 FRED ALGER MANAGEMENT, LLC 360,029 $15M -152,213 -29.7% 24Q SEC ↗
37 VOLORIDGE INVESTMENT MANAGEMENT, LLC 358,586 $15M -74,582 -17.2% 7Q SEC ↗
38 PRINCIPAL FINANCIAL GROUP INC 356,662 $15M -3,591 -1.0% 21Q SEC ↗
39 Rockefeller Capital Management L.P. 350,476 $15M +42,766 +13.9% 5Q SEC ↗
40 TimesSquare Capital Management, LLC 349,666 $15M -41,134 -10.5% 3Q SEC ↗
41 Public Sector Pension Investment Board 347,876 $15M +84,091 +31.9% 9Q SEC ↗
42 LAZARD ASSET MANAGEMENT LLC 320,853 $13M -11,475 -3.5% 11Q SEC ↗
43 Grantham, Mayo, Van Otterloo & Co. LLC 318,500 $13M +6,489 +2.1% 13Q SEC ↗
44 Tidal Investments LLC 314,523 $13M +33,210 +11.8% 5Q SEC ↗
45 MARSHALL WACE, LLP NEW 301,956 $13M — +0.0% 1Q SEC ↗
46 Engle Capital Management, L.P. 300,000 $13M +62,784 +26.5% 4Q SEC ↗
47 WELLS FARGO & COMPANY/MN 272,665 $11M +49,625 +22.2% 24Q SEC ↗
48 Inherent Management Corp. 263,729 $11M +30,000 +12.8% 2Q SEC ↗
49 SEGALL BRYANT & HAMILL, LLC 260,788 $11M +4,494 +1.8% 15Q SEC ↗
50 Squarepoint Ops LLC 258,252 $11M -23,982 -8.5% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
GOLDMAN SACHS GROUP INC +844,894 +144.8% 1,428,505
Point72 Asset Management, L.P. +817,601 +437.1% 1,004,669
Advent International, L.P. +563,297 +468.9% 683,432
WESTFIELD CAPITAL MANAGEMENT CO LP +551,453 +46.8% 1,729,424
Capital Research Global Investors +437,040 +55.0% 1,231,923
SAMLYN CAPITAL, LLC +373,655 +41.7% 1,269,100
MORGAN STANLEY +337,299 +45.2% 1,084,346
PRICE T ROWE ASSOCIATES INC /MD +293,492 +6.0% 5,167,251
Woodline Partners LP +263,153 +129.4% 466,529
Schonfeld Strategic Advisors LLC +262,328 +150.2% 437,016
STATE STREET CORP +248,229 +8.6% 3,117,991
BANK OF AMERICA CORP /DE +228,449 +55.1% 643,171
Junto Capital Management LP +222,950 +26.1% 1,078,672
VANGUARD PORTFOLIO MANAGEMENT LLC +189,138 +4.2% 4,674,073
Nuveen, LLC +188,782 +63.0% 488,219
Trexquant Investment LP +152,989 +207.9% 226,578
BlackRock, Inc. +145,075 +1.2% 11,972,263
BARCLAYS PLC +123,154 +143.4% 209,018
RENAISSANCE TECHNOLOGIES LLC +121,800 +133.1% 213,300
Delta Global Management LP +120,120 +222.4% 174,120
Biggest Decreases (20)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -1,781,934 -90.7% 182,893
MILLENNIUM MANAGEMENT LLC -1,553,926 -21.7% 5,619,498
FMR LLC -873,527 -87.8% 121,628
Capital World Investors -747,507 -22.8% 2,524,018
FRANKLIN RESOURCES INC -430,423 -44.0% 547,000
Balyasny Asset Management L.P. -312,806 -21.9% 1,113,093
Invesco Ltd. -267,341 -53.4% 233,314
FRED ALGER MANAGEMENT, LLC -152,213 -29.7% 360,029
AQR CAPITAL MANAGEMENT LLC -82,902 -53.9% 70,926
VOLORIDGE INVESTMENT MANAGEMENT, LL -74,582 -17.2% 358,586
NEUBERGER BERMAN GROUP LLC -64,657 -81.9% 14,309
FIRST TRUST ADVISORS LP -58,302 -58.4% 41,491
WELLINGTON MANAGEMENT GROUP LLP -50,110 -1.0% 5,189,963
TimesSquare Capital Management, LLC -41,134 -10.5% 349,666
SEI INVESTMENTS CO -25,629 -30.8% 57,590
Squarepoint Ops LLC -23,982 -8.5% 258,252
Quantbot Technologies LP -21,470 -94.3% 1,304
UBS Group AG -19,094 -3.7% 501,320
WASATCH ADVISORS LP -16,475 -1.8% 905,245
Thrivent Financial for Lutherans -15,968 -24.8% 48,418

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms