Jacobs Levy Equity Management
STEP icon

Jacobs Levy Equity Management’s StepStone Group STEP Stock Holding History

Jacobs Levy Equity 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
2025
Q1 		– Sell
-3,995
Closed -$231K – 1194
2024
Q4 		$231K Hold
3,995
– – ﹤0.01% 890
2024
Q3 		$227K Buy
+3,995
New +$204K ﹤0.01% 911
2024
Q1 		– Sell
-48,658
Closed -$1.55M – 1050
2023
Q4 		$1.55M Sell
48,658
-29,261
-38% -$827K 0.01% 649
2023
Q3 		$2.46M Sell
77,919
-22,287
-22% -$647K 0.01% 527
2023
Q2 		$2.49M Buy
+100,206
New +$2.3M 0.01% 533

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jacobs Levy Equity Management's STEP Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of StepStone Group (STEP) in Q1 2025, closing a stake of 3,995 shares — an estimated $231K sold.

Jacobs Levy Equity Management first reported a position in STEP in Q2 2023 and held it in 5 quarters. The position peaked at $2.49M in Q2 2023. 237 funds tracked by Wall St. Rank hold STEP as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining StepStone Group position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 3,995 StepStone Group shares in Q1 2025, an estimated $231K.
  • Jacobs Levy Equity Management first reported a position in StepStone Group in Q2 2023 and held it in 5 quarters.
  • Jacobs Levy Equity Management's StepStone Group position peaked at $2.49M in Q2 2023.
  • 237 funds tracked by Wall St. Rank held StepStone Group as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.