CI Investments Inc
STEP icon

CI Investments Inc’s StepStone Group STEP Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-359
Closed -$23K – 1176
2025
Q3 		$23K Sell
359
-292
-45% -$17.8K ﹤0.01% 1145
2025
Q2 		$36K Sell
651
-209
-24% -$11.2K ﹤0.01% 1075
2025
Q1 		$45K Buy
860
+30
+4% +$1.76K ﹤0.01% 1046
2024
Q4 		$48K Buy
+830
New +$51.4K ﹤0.01% 1047

Other funds holding STEP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

CI Investments Inc's STEP Position: Q4 2025 in Review

CI Investments Inc sold out of StepStone Group (STEP) in Q4 2025, closing a stake of 359 shares — an estimated $23K sold.

CI Investments Inc first reported a position in STEP in Q4 2024 and held it in 4 quarters. The position peaked at $48K in Q4 2024. 260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • CI Investments Inc reported no remaining StepStone Group position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 359 StepStone Group shares in Q4 2025, an estimated $23K.
  • CI Investments Inc first reported a position in StepStone Group in Q4 2024 and held it in 4 quarters.
  • CI Investments Inc's StepStone Group position peaked at $48K in Q4 2024.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.