Capital Research Global Investors’s StepStone Group STEP Stock Holding History

Capital Research Global Investors’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51M	Buy	1,231,923 +437,040	+55%	+$21.6M	0.01%	344
2026 Q1	$37.9M	Hold	794,883	–	–	0.01%	373
2025 Q4	$51M	Hold	794,883	–	–	0.01%	347
2025 Q3	$51.9M	Hold	794,883	–	–	0.01%	347
2025 Q2	$44.1M	Buy	794,883 +66,351	+9%	+$3.55M	0.01%	354
2025 Q1	$38.1M	Hold	728,532	–	–	0.01%	370
2024 Q4	$42.2M	Hold	728,532	–	–	0.01%	370
2024 Q3	$41.4M	Hold	728,532	–	–	0.01%	356
2024 Q2	$33.4M	Buy	728,532 +100,000	+16%	+$3.93M	0.01%	361
2024 Q1	$22.5M	Hold	628,532	–	–	0.01%	377
2023 Q4	$20M	Buy	628,532 +136,542	+28%	+$3.86M	﹤0.01%	365
2023 Q3	$15.5M	Hold	491,990	–	–	﹤0.01%	372
2023 Q2	$12.2M	Sell	491,990 -131,810	-21%	-$3.03M	﹤0.01%	384
2023 Q1	$15.1M	Hold	623,800	–	–	﹤0.01%	379
2022 Q4	$15.7M	Hold	623,800	–	–	﹤0.01%	391
2022 Q3	$15.3M	Hold	623,800	–	–	0.01%	376
2022 Q2	$16.2M	Buy	623,800 +267,200	+75%	+$7.27M	0.01%	389
2022 Q1	$11.8M	Hold	356,600	–	–	﹤0.01%	414
2021 Q4	$14.8M	Hold	356,600	–	–	﹤0.01%	417
2021 Q3	$15.2M	Hold	356,600	–	–	﹤0.01%	419
2021 Q2	$12.3M	Hold	356,600	–	–	﹤0.01%	413
2021 Q1	$12.6M	Buy	356,600 +62,500	+21%	+$2.2M	﹤0.01%	403
2020 Q4	$11.7M	Buy	294,100 +17,244	+6%	+$500K	﹤0.01%	384
2020 Q3	$7.37M	Buy	+276,856	New	+$7.06M	﹤0.01%	384

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors's STEP Position: Q2 2026 in Review

Capital Research Global Investors increased its StepStone Group (STEP) stake by 55% in Q2 2026, buying an estimated $21.6M and bringing the position to 1,231,923 shares worth $51M. The position accounts for 0.01% of the portfolio, ranked #344.

Capital Research Global Investors first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $51.9M in Q3 2025. 193 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

Capital Research Global Investors held 1,231,923 shares of StepStone Group worth $51M as of Q2 2026.
Capital Research Global Investors bought 437,040 StepStone Group shares in Q2 2026, an estimated $21.6M.
StepStone Group made up 0.01% of Capital Research Global Investors's portfolio in Q2 2026, its #344 holding.
Capital Research Global Investors first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
Capital Research Global Investors's StepStone Group position peaked at $51.9M in Q3 2025.
193 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.