StepStone Group Inc. hedge fund holdings
STEPNASDAQ$46.08+0.81 (+1.79%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
STEP · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-32.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 104 | 87 | $328M | $289M | 247 | Aug 14, 2025 |
| Q3 2025 | 111 | 81 | $641M | $369M | 237 | Nov 14, 2025 |
| Q4 2025 | 90 | 81 | $366M | $358M | 241 | Feb 14, 2026 |
| Q1 2026 | 122 | 97 | $691M | $553M | 247 | May 15, 2026 |
| Q2 2026 | 134 | 82 | $374M | $471M | 254 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
254 filersNew position
44$50.4M+1.22M sh
Increased
90$323M+7.82M sh
Reduced
47-$259M-6.26M sh
Out / sold
35-$212M-5.13M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Pitcairn Wealth Advisors LLC | Sell 100% | -$259M | $0 | 0.00% | Aug 10, 2026 |
| Capital World Investors | Reduce 22.85% | -$30.9M | $104M | 0.01% | Aug 12, 2026 |
| Advent International, L.P. | Added 468.89% | +$23.3M | $28.3M | 0.16% | Aug 14, 2026 |
| Westfield Capital Management Co LP | Added 46.81% | +$22.8M | $71.5M | 0.23% | Aug 12, 2026 |
| Samlyn Capital, LLC | Added 41.73% | +$15.5M | $52.5M | 0.85% | Aug 14, 2026 |
| Junto Capital Management LP | Added 26.05% | +$9.22M | $44.6M | 0.78% | Aug 14, 2026 |
| Ceredex Value Advisors LLC | New Buy | +$9.08M | $9.08M | 0.26% | Aug 11, 2026 |
| Fred Alger Management, LLC | Reduce 29.72% | -$6.3M | $14.9M | 0.05% | Aug 14, 2026 |
| George Kaiser Family Foundation | New Buy | +$5.15M | $5.15M | 0.49% | Aug 12, 2026 |
| Ibex Wealth Advisors | New Buy | +$5.04M | $5.04M | 0.39% | Jul 27, 2026 |
| Delta Global Management LP | Added 222.44% | +$4.97M | $7.2M | 0.78% | Aug 13, 2026 |
| Jain Global LLC | Sell 100% | -$4.45M | $0 | 0.00% | Aug 14, 2026 |
| Weiss Asset Management LP | New Buy | +$3.55M | $3.55M | 0.04% | Aug 14, 2026 |
| Public Sector Pension Investment Board | Added 31.88% | +$3.48M | $14.4M | 0.04% | Aug 13, 2026 |
| Prana Capital Management, LP | Added 115.36% | +$3.17M | $5.92M | 0.18% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | Reduce 17.22% | -$3.08M | $14.8M | 0.06% | Aug 14, 2026 |
| Congress Asset Management Co | Sell 100% | -$3M | $0 | 0.00% | Jul 7, 2026 |
| Adage Capital Partners GP, L.L.C. | Added 5.14% | +$2.81M | $57.5M | 0.08% | Aug 14, 2026 |
| Engle Capital Management, L.P. | Added 26.47% | +$2.6M | $12.4M | 3.41% | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | Sell 100% | -$2.59M | $0 | 0.00% | Aug 19, 2026 |
| First Trust Advisors LP | Reduce 58.42% | -$2.41M | $1.72M | 0.00% | Aug 11, 2026 |
| Wellington Management Group LLP | Reduce 0.96% | -$2.07M | $215M | 0.04% | Aug 14, 2026 |
| Trillium Asset Management, LLC | Added 71.32% | +$1.83M | $4.4M | 0.14% | Aug 11, 2026 |
| Susquehanna Fundamental Investments, LLC | Sell 100% | -$1.8M | $0 | 0.00% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 38.86% | +$1.55M | $5.52M | 0.01% | Aug 13, 2026 |
| Tidal Investments LLC | Added 11.81% | +$1.37M | $13M | 0.02% | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | Sell 100% | -$1.31M | $0 | 0.00% | Aug 14, 2026 |
| Inherent Management Corp. | Added 12.84% | +$1.24M | $10.9M | 4.23% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$1.19M | $1.19M | 0.01% | Aug 17, 2026 |
| Van Eck Associates Corp | Added 28.65% | +$1.03M | $4.64M | 0.00% | Aug 14, 2026 |
| Neo Ivy Capital Management | New Buy | +$884K | $884K | 0.20% | Aug 14, 2026 |
| Moody National Bank Trust Division | Sell 100% | -$796K | $0 | 0.00% | Jul 7, 2026 |
| Quantinno Capital Management LP | Added 14.96% | +$794K | $6.11M | 0.01% | Aug 13, 2026 |
| Bridgefront Capital, LLC | New Buy | +$781K | $781K | 0.21% | Aug 14, 2026 |
| Thornburg Investment Management Inc | Sell 100% | -$774K | $0 | 0.00% | Aug 13, 2026 |
| Wasatch Advisors LP | Reduce 1.79% | -$681K | $37.4M | 0.25% | Jul 10, 2026 |
| Thrivent Financial for Lutherans | Reduce 24.80% | -$661K | $2M | 0.00% | Aug 14, 2026 |
| William Blair Investment Management, LLC | Added 0.81% | +$643K | $79.8M | 0.24% | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 34.98% | -$605K | $1.12M | 0.00% | Aug 4, 2026 |
| State of Alaska, Department of Revenue | Reduce 26.12% | -$501K | $1.42M | 0.01% | Jul 20, 2026 |
| Fieldview Capital Management, LLC | Added 127.12% | +$421K | $753K | 0.21% | Aug 14, 2026 |
| Numerai GP LLC | Sell 100% | -$392K | $0 | 0.00% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | New Buy | +$347K | $347K | 0.00% | Aug 14, 2026 |
| Keebeck Wealth Management | Reduce 28.09% | -$337K | $864K | 0.08% | Aug 11, 2026 |
| Levin Capital Strategies, L.P. | New Buy | +$307K | $307K | 0.02% | Jul 31, 2026 |
| Daiwa Securities Group Inc. | New Buy | +$298K | $298K | 0.00% | Jul 31, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 2.08% | +$268K | $13.2M | 0.03% | Aug 13, 2026 |
| Guggenheim Capital LLC | New Buy | +$263K | $263K | 0.00% | Aug 12, 2026 |
| Bokf, NA | Added 24.00% | +$248K | $1.28M | 0.02% | Aug 10, 2026 |
| Inspire Investing, LLC | New Buy | +$241K | $241K | 0.01% | Aug 12, 2026 |
| Aigen Investment Management, LP | New Buy | +$215K | $215K | 0.06% | Aug 14, 2026 |
| Evergreen Capital Management LLC | Sell 100% | -$209K | $0 | 0.00% | Jul 23, 2026 |
| nVerses Capital, LLC | Sell 100% | -$207K | $0 | 0.00% | Aug 4, 2026 |
| Blair William & Co | Reduce 37.79% | -$207K | $340K | 0.00% | Aug 11, 2026 |
| Segall Bryant & Hamill, LLC | Added 1.75% | +$186K | $10.8M | 0.13% | Aug 12, 2026 |
| Freestone Grove Partners LP | New Buy | +$182K | $182K | 0.00% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 4.98% | +$132K | $2.78M | 0.00% | Aug 13, 2026 |
| KLP Kapitalforvaltning As | Added 17.31% | +$112K | $757K | 0.00% | Aug 12, 2026 |
| Bamco Inc | Reduce 0.20% | -$68.8K | $34.3M | 0.05% | Aug 14, 2026 |
| Summit Securities Group LLC | New Buy | +$55.4K | $55.4K | 0.01% | Aug 3, 2026 |
| Oppenheimer Asset Management Inc. | Added 18.11% | +$55.3K | $361K | 0.00% | Aug 3, 2026 |
| Versant Capital Management, Inc | Sell 100% | -$46.7K | $0 | 0.00% | Jul 2, 2026 |
| Xponance LLC | Added 16.95% | +$46.3K | $319K | 0.00% | Aug 10, 2026 |
| Natixis Advisors, LLC | Added 2.77% | +$42.3K | $1.57M | 0.00% | Aug 14, 2026 |
| Keybank National Association | Added 20.85% | +$37.7K | $218K | 0.00% | Jul 28, 2026 |
| Tema ETFs LLC | Reduce 39.93% | -$37.6K | $56.5K | 0.00% | Jul 10, 2026 |
| Oppenheimer & Co Inc | Added 16.44% | +$30K | $213K | 0.00% | Aug 3, 2026 |
| Teachers Retirement System of the State of Kentucky | Added 1.95% | +$28.9K | $1.52M | 0.01% | Aug 12, 2026 |
| Bayforest Capital Ltd | Reduce 99.70% | -$27.9K | $83 | 0.00% | Aug 5, 2026 |
| Alps Advisors Inc | Added 1.90% | +$22.3K | $1.2M | 0.01% | Jul 29, 2026 |
| Swiss Life Asset Management Ltd | Added 11.33% | +$21.6K | $213K | 0.00% | Jul 29, 2026 |
| Silvant Capital Management LLC | New Buy | +$19.6K | $19.6K | 0.00% | Aug 11, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 59.00% | +$17.6K | $47.5K | 0.00% | Aug 13, 2026 |
| Spire Wealth Management | Sell 100% | -$14.3K | $0 | 0.00% | Jul 15, 2026 |
| Quarry LP | New Buy | +$9.31K | $9.31K | 0.00% | Aug 14, 2026 |
| Huntington National Bank | Added 1250.00% | +$9.31K | $10K | 0.00% | Aug 13, 2026 |
| Smith Group Asset Management, LLC | Added 1.45% | +$7.61K | $534K | 0.02% | Aug 3, 2026 |
| Fox Run Management, L.L.C. | Reduce 1.20% | -$5.79K | $475K | 0.08% | Aug 4, 2026 |
| New Age Alpha Advisors, LLC | Reduce 3.71% | -$5.38K | $139K | 0.01% | Aug 13, 2026 |
| Bessemer Group Inc | Reduce 0.19% | -$4.59K | $2.35M | 0.00% | Aug 12, 2026 |
| Cibc World Market Inc. | Added 0.70% | +$4.14K | $596K | 0.00% | Aug 13, 2026 |
| Oregon Public Employees Retirement Fund | Reduce 0.59% | -$4.14K | $695K | 0.01% | Jul 29, 2026 |
| Crews Bank & Trust | Sell 100% | -$4.06K | $0 | 0.00% | Jul 16, 2026 |
| Assetmark, Inc | Added 321.43% | +$3.72K | $4.88K | 0.00% | Jul 30, 2026 |
| Bare Financial Services, Inc | Reduce 80.61% | -$3.27K | $786 | 0.00% | Jul 27, 2026 |
| UMB Bank, n.a. | Added 47.31% | +$3.27K | $10.2K | 0.00% | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 24.04% | +$3.1K | $16K | 0.00% | Aug 7, 2026 |
| Bull Harbor Capital LLC | Added 0.68% | +$2.77K | $409K | 0.08% | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | Added 12.36% | +$2.65K | $24.1K | 0.00% | Aug 14, 2026 |
| Yousif Capital Management, LLC | Added 0.30% | +$2.44K | $816K | 0.01% | Jul 16, 2026 |
| First Pacific Financial | Sell 100% | -$2.29K | $0 | 0.00% | Jul 20, 2026 |
| Zions Bancorporation, National Association | Reduce 77.94% | -$2.19K | $620 | 0.00% | Jul 31, 2026 |
| Private Wealth Asset Management, LLC | New Buy | +$2.11K | $2.11K | 0.00% | Aug 11, 2026 |
| Harbor Investment Advisory, LLC | New Buy | +$2.07K | $2.07K | 0.00% | Jul 7, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$2.05K | $0 | 0.00% | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | Reduce 43.55% | -$1.12K | $1.45K | 0.00% | Aug 11, 2026 |
| Picton Mahoney Asset Management | Sell 100% | -$1.05K | $0 | 0.00% | Aug 13, 2026 |
| Whittier Trust Co of Nevada Inc | Added 2.44% | +$815 | $34.3K | 0.00% | Jul 28, 2026 |
| Rossby Financial, LCC | New Buy | +$744 | $744 | 0.00% | Aug 4, 2026 |
| Bogart Wealth, LLC | Added 63.64% | +$579 | $1.49K | 0.00% | Jul 24, 2026 |