Fund shareholders of StepStone Group Inc
ISIN US85914M1071 · United States
- Fund shareholders
- 303
- Of which ETFs
- 63 240 other funds
- Value held
- 1.8B $ 38.5M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,457 | 288.7K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 5,241 | 250.1K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 5,207 | 248.5K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 5,196 | 248K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 4,993 | 215.4K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Movestic Global Investmentbolag Movestic Fonder AB | 4,933 | 2.2M SEK | 0.31 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,876 | 232.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,868 | 232.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 4,696 | 224.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 4,512 | 215.3K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 4,427 | 191K $ | 0.81 % | as of Feb 28, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,400 | 210K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 4,383 | 231.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 4,362 | 208.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,331 | 206.7K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 4,320 | 186.4K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 4,310 | 185.9K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,241 | 224.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 4,185 | 221.4K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 3,797 | 181.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 3,718 | 177.4K $ | 1.32 % | as of Mar 31, 2026 ↗ |
| JNL/Morningstar PitchBook Listed Private Equity Index Fund JNL Series Trust | 3,601 | 171.8K $ | 1.17 % | as of Mar 31, 2026 ↗ |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 3,500 | 167K $ | 0.69 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 3,365 | 160.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 3,193 | 152.4K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,175 | 168K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 3,168 | 151.2K $ | 1.71 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,125 | 149.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,025 | 130.5K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 2,673 | 141.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,590 | 123.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 2,582 | 111.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 2,550 | 134.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. | 2,336 | 111.5K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 2,300 | 99.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,277 | 108.7K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,268 | 120K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,257 | 97.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,232 | 106.5K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 2,167 | 93.5K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,150 | 113.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 2,111 | 111.7K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,998 | 86.2K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,927 | 92K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Tema Alternative Asset Managers ETF Tema ETF Trust | 1,911 | 82.4K $ | 4.04 % | as of Feb 28, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,900 | 90.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,735 | 82.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,731 | 74.7K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 1,704 | 73.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,697 | 73.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,665 | 79.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 1,647 | 71.1K $ | 0.01 % | as of Feb 27, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,643 | 78.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,614 | 85.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,512 | 72.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,510 | 79.9K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 1,496 | 71.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 1,471 | 70.2K $ | 0.47 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,363 | 65K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,278 | 61K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,257 | 60K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 1,053 | 50.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 1,040 | 55K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,033 | 49.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 935 | 49.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 883 | 42.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 809 | 38.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 798 | 34.4K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 786 | 41.6K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 774 | 36.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 676 | 29.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 630 | 27.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 570 | 27.2K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust | 553 | 26.4K $ | 0.44 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 539 | 25.7K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 475 | 25.1K $ | 0.79 % | as of Apr 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 457 | 24.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Series Funds | 451 | 21.5K $ | 0.43 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 428 | 20.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 422 | 22.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 399 | 21.1K $ | 0.46 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 372 | 17.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 361 | 17.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 342 | 16.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 321 | 15.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust | 280 | 13.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 278 | 14.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 261 | 13.8K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 234 | 12.4K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 233 | 11.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 214 | 10.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 176 | 8.4K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 159 | 7.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 148 | 7.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 127 | 6.7K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 98 | 4.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 95 | 4.5K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 78 | 4.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 72 | 3.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 23 | 992.2 $ | 0.09 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 4.12 % | as of Apr 30, 2026 ↗ |
| Tema Alternative Asset Managers ETF Tema ETF Trust | 4.04 % | as of Feb 28, 2026 ↗ |
| Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust | 2.51 % | as of Apr 30, 2026 ↗ |
| ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST | 2.43 % | as of Mar 31, 2026 ↗ |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 2.34 % | as of Mar 31, 2026 ↗ |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 2.33 % | as of Apr 30, 2026 ↗ |
| Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III | 1.95 % | as of Apr 30, 2026 ↗ |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 1.76 % | as of Mar 31, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 1.71 % | as of Mar 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 1.69 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 300 | -9 | 38,452,698 | -9.0 % |
| 2026Q1 | 309 | +5 | 42,237,275 | +0.4 % |
| 2025Q4 | 304 | +5 | 42,070,838 | -1.1 % |
| 2025Q3 | 299 | -10 | 42,559,091 | -2.0 % |
| 2025Q2 | 309 | -9 | 43,445,372 | +2.1 % |
| 2025Q1 | 318 | +13 | 42,546,369 | +2.8 % |
| 2024Q4 | 305 | +28 | 41,404,208 | +12.1 % |
| 2024Q3 | 277 | +42 | 36,949,604 | +16.7 % |
| 2024Q2 | 235 | +26 | 31,660,145 | +11.5 % |
| 2024Q1 | 209 | +2 | 28,390,282 | -8.5 % |
| 2023Q4 | 207 | 31,025,895 |
Institutional managers
257 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 11,827,188 | 564.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 7,173,424 | 342.3M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,240,073 | 250.1M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,873,759 | 232.6K $ | as of Mar 31, 2026 |
| Pitcairn Wealth Advisors LLC | 4,040,795 | 259.3M $ | as of Mar 31, 2026 |
| Capital World Investors | 3,271,525 | 156.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,869,762 | 136.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,964,827 | 93.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,951,359 | 93.1M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,914,477 | 91.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,479,884 | 68.8M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,425,899 | 68M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,323,243 | 63.1M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,177,971 | 56.2M $ | as of Mar 31, 2026 |
| FMR LLC | 995,155 | 47.5M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 977,423 | 46.6M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 921,720 | 44M $ | as of Mar 31, 2026 |
| SAMLYN CAPITAL, LLC | 895,445 | 42.7M $ | as of Mar 31, 2026 |
| Junto Capital Management LP | 855,722 | 40.8M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 830,574 | 39.6M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 794,883 | 37.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 747,047 | 35.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 734,004 | 34.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 727,036 | 34.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 650,628 | 31M $ | as of Mar 31, 2026 |
Declared shareholders of StepStone Group Inc
There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Integrated Core Strategies (US) LLC and 3 others | 9.00 % | 7,173,424 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.67 % | 4,545,592 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.10 % | 4,090,444 | as of Mar 31, 2026 · SCHEDULE 13G |
| Invesco Ltd. | 0.60 % | 500,655 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of StepStone Group Inc". https://titelia.com/en/stocks/stepstone-group-inc-US85914M1071