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Evergreen Capital Management’s StepStone Group STEP Stock Holding History

Evergreen Capital Management’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 		– Sell
-4,378
Closed -$209K – 1660
2026
Q1 		$209K Sell
4,378
-958
-18% -$55.3K ﹤0.01% 1370
2025
Q4 		$342K Sell
5,336
-533
-9% -$33.7K 0.01% 960
2025
Q3 		$383K Buy
5,869
+866
+17% +$52.8K 0.01% 800
2025
Q2 		$278K Sell
5,003
-1,140
-19% -$61K 0.01% 842
2025
Q1 		$321K Buy
6,143
+1,471
+31% +$86.5K 0.01% 706
2024
Q4 		$270K Buy
4,672
+475
+11% +$29.4K 0.01% 791
2024
Q3 		$239K Buy
+4,197
New +$214K 0.01% 836

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Evergreen Capital Management's STEP Position: Q2 2026 in Review

Evergreen Capital Management sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 4,378 shares — an estimated $209K sold.

Evergreen Capital Management first reported a position in STEP in Q3 2024 and held it in 7 quarters. The position peaked at $383K in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Evergreen Capital Management reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 4,378 StepStone Group shares in Q2 2026, an estimated $209K.
  • Evergreen Capital Management first reported a position in StepStone Group in Q3 2024 and held it in 7 quarters.
  • Evergreen Capital Management's StepStone Group position peaked at $383K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.