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 | |
|---|---|---|---|---|
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 18 | 859 $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 16 | 690.2 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 2 | 86.3 $ | 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