Fidelity Investments
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Fidelity Investments’s StepStone Group STEP Stock Holding History

Fidelity Investments’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
Q1 		$47.5M Sell
995,155
-35,630
-3% -$2.06M ﹤0.01% 1461
2025
Q4 		$66.1M Sell
1,030,785
-801,515
-44% -$50.7M ﹤0.01% 1326
2025
Q3 		$120M Sell
1,832,300
-600,227
-25% -$36.6M 0.01% 1101
2025
Q2 		$135M Sell
2,432,527
-1,369,176
-36% -$73.3M 0.01% 985
2025
Q1 		$199M Sell
3,801,703
-140,064
-4% -$8.24M 0.01% 796
2024
Q4 		$228M Sell
3,941,767
-58,052
-1% -$3.6M 0.01% 766
2024
Q3 		$227M Buy
3,999,819
+141,637
+4% +$7.22M 0.01% 786
2024
Q2 		$177M Sell
3,858,182
-19,875
-0.5% -$781K 0.01% 824
2024
Q1 		$139M Buy
3,878,057
+1,194,782
+45% +$40.4M 0.01% 929
2023
Q4 		$85.4M Sell
2,683,275
-49,638
-2% -$1.4M 0.01% 1072
2023
Q3 		$86.3M Buy
2,732,913
+95,883
+4% +$2.78M 0.01% 1040
2023
Q2 		$65.4M Buy
2,637,030
+2,366
+0.1% +$54.3K 0.01% 1173
2023
Q1 		$63.9M Sell
2,634,664
-12,620
-0.5% -$345K 0.01% 1159
2022
Q4 		$66.7M Sell
2,647,284
-124,057
-4% -$3.47M 0.01% 1126
2022
Q3 		$67.9M Sell
2,771,341
-197,874
-7% -$5.39M 0.01% 1113
2022
Q2 		$77.3M Sell
2,969,215
-22,179
-0.7% -$604K 0.01% 1069
2022
Q1 		$98.9M Sell
2,991,394
-340,937
-10% -$11.7M 0.01% 1065
2021
Q4 		$139M Sell
3,332,331
-793,270
-19% -$35M 0.01% 946
2021
Q3 		$176M Sell
4,125,601
-376,486
-8% -$16.7M 0.01% 862
2021
Q2 		$155M Sell
4,502,087
-1,936,610
-30% -$64.4M 0.01% 924
2021
Q1 		$227M Sell
6,438,697
-804,649
-11% -$28.3M 0.02% 736
2020
Q4 		$275M Buy
7,243,346
+28,563
+0.4% +$828K 0.02% 619
2020
Q3 		$174M Buy
+7,214,783
New +$184M 0.02% 684

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments's STEP Position: Q1 2026 in Review

Fidelity Investments reduced its StepStone Group (STEP) stake by 3.5% in Q1 2026, selling an estimated $2.06M and leaving 995,155 shares worth $47.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Fidelity Investments first reported a position in STEP in Q3 2020 and has held it in 23 quarters since. The position peaked at $275M in Q4 2020. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Fidelity Investments held 995,155 shares of StepStone Group worth $47.5M as of Q1 2026.
  • Fidelity Investments sold 35,630 StepStone Group shares in Q1 2026, an estimated $2.06M.
  • StepStone Group made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1461 holding.
  • Fidelity Investments first reported a position in StepStone Group in Q3 2020 and has held it in 23 quarters since.
  • Fidelity Investments's StepStone Group position peaked at $275M in Q4 2020.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.