Capital World Investors
STEP icon

Capital World Investors’s StepStone Group STEP Stock Holding History

Capital World 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 		$104M Sell
2,524,018
-747,507
-23% -$37M 0.01% 401
2026
Q1 		$156M Buy
3,271,525
+214,730
+7% +$12.4M 0.02% 333
2025
Q4 		$196M Buy
3,056,795
+94,819
+3% +$6M 0.03% 284
2025
Q3 		$193M Buy
2,961,976
+102,585
+4% +$6.26M 0.03% 275
2025
Q2 		$159M Buy
2,859,391
+289,592
+11% +$15.5M 0.02% 294
2025
Q1 		$134M Buy
2,569,799
+22,427
+0.9% +$1.32M 0.02% 310
2024
Q4 		$147M Sell
2,547,372
-2,409
-0.1% -$149K 0.02% 302
2024
Q3 		$145M Buy
2,549,781
+9,553
+0.4% +$487K 0.02% 312
2024
Q2 		$117M Hold
2,540,228
– – 0.02% 321
2024
Q1 		$90.8M Hold
2,540,228
– – 0.02% 356
2023
Q4 		$80.9M Hold
2,540,228
– – 0.01% 353
2023
Q3 		$80.2M Buy
2,540,228
+75,075
+3% +$2.18M 0.02% 349
2023
Q2 		$61.2M Buy
2,465,153
+49,853
+2% +$1.14M 0.01% 364
2023
Q1 		$58.6M Hold
2,415,300
– – 0.01% 368
2022
Q4 		$60.8M Hold
2,415,300
– – 0.01% 372
2022
Q3 		$59.2M Buy
2,415,300
+287,800
+14% +$7.84M 0.01% 379
2022
Q2 		$55.4M Buy
2,127,500
+630,500
+42% +$17.2M 0.01% 386
2022
Q1 		$49.5M Hold
1,497,000
– – 0.01% 419
2021
Q4 		$62.2M Hold
1,497,000
– – 0.01% 416
2021
Q3 		$63.8M Hold
1,497,000
– – 0.01% 417
2021
Q2 		$51.5M Hold
1,497,000
– – 0.01% 447
2021
Q1 		$52.8M Buy
1,497,000
+797,000
+114% +$28.1M 0.01% 433
2020
Q4 		$27.9M Hold
700,000
– – 0.01% 469
2020
Q3 		$18.6M Buy
+700,000
New +$17.9M ﹤0.01% 475

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Capital World Investors's STEP Position: Q2 2026 in Review

Capital World Investors reduced its StepStone Group (STEP) stake by 23% in Q2 2026, selling an estimated $37M and leaving 2,524,018 shares worth $104M. The position accounts for 0.01% of the portfolio, ranked #401.

Capital World Investors first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $196M in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Capital World Investors held 2,524,018 shares of StepStone Group worth $104M as of Q2 2026.
  • Capital World Investors sold 747,507 StepStone Group shares in Q2 2026, an estimated $37M.
  • StepStone Group made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #401 holding.
  • Capital World Investors first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
  • Capital World Investors's StepStone Group position peaked at $196M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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