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CIBC World Markets’s StepStone Group STEP Stock Holding History

CIBC World Markets’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 		$296K Buy
+4,618
New +$292K ﹤0.01% 964
2025
Q2 		$429K Sell
7,731
-7,026
-48% -$376K ﹤0.01% 936
2025
Q1 		$771K Buy
14,757
+8,615
+140% +$507K 0.01% 788
2024
Q4 		$355K Buy
+6,142
New +$381K ﹤0.01% 866

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Markets's STEP Position: Q4 2025 in Review

CIBC World Markets opened a new position in StepStone Group (STEP) in Q4 2025: 4,618 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in STEP as recently as Q2 2025.

CIBC World Markets first reported a position in STEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $771K in Q1 2025. 260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • CIBC World Markets held 4,618 shares of StepStone Group worth $296K as of Q4 2025.
  • StepStone Group was a new CIBC World Markets position in Q4 2025.
  • StepStone Group made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #964 holding.
  • CIBC World Markets first reported a position in StepStone Group in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's StepStone Group position peaked at $771K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.