Loomis, Sayles & Company
STEP icon

Loomis, Sayles & Company’s StepStone Group STEP Stock Holding History

Loomis, Sayles & Company’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 		– Sell
-381,770
Closed -$24.5M – 763
2025
Q4 		$24.5M Sell
381,770
-56,539
-13% -$3.58M 0.03% 208
2025
Q3 		$28.6M Buy
438,309
+11,743
+3% +$717K 0.03% 177
2025
Q2 		$23.7M Sell
426,566
-212,757
-33% -$11.4M 0.03% 210
2025
Q1 		$33.4M Sell
639,323
-14,624
-2% -$860K 0.05% 152
2024
Q4 		$37.9M Sell
653,947
-56,274
-8% -$3.49M 0.05% 154
2024
Q3 		$40.4M Sell
710,221
-1,222
-0.2% -$62.3K 0.05% 157
2024
Q2 		$32.6M Sell
711,443
-18,174
-2% -$714K 0.05% 173
2024
Q1 		$26.1M Buy
729,617
+79,927
+12% +$2.7M 0.04% 226
2023
Q4 		$20.7M Sell
649,690
-3,072
-0.5% -$86.8K 0.03% 251
2023
Q3 		$20.6M Buy
652,762
+119,575
+22% +$3.47M 0.04% 237
2023
Q2 		$13.2M Sell
533,187
-18,407
-3% -$423K 0.02% 305
2023
Q1 		$13.4M Sell
551,594
-2,277
-0.4% -$62.2K 0.02% 287
2022
Q4 		$13.9M Buy
553,871
+4,070
+0.7% +$114K 0.03% 269
2022
Q3 		$13.5M Sell
549,801
-5,319
-1% -$145K 0.03% 267
2022
Q2 		$14.4M Sell
555,120
-4,146
-0.7% -$113K 0.03% 305
2022
Q1 		$18.5M Buy
559,266
+82,813
+17% +$2.85M 0.02% 301
2021
Q4 		$19.8M Buy
+476,453
New +$21M 0.02% 309

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Loomis, Sayles & Company's STEP Position: Q1 2026 in Review

Loomis, Sayles & Company sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 381,770 shares — an estimated $24.5M sold.

Loomis, Sayles & Company first reported a position in STEP in Q4 2021 and held it in 17 quarters. The position peaked at $40.4M in Q3 2024. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Loomis, Sayles & Company reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 381,770 StepStone Group shares in Q1 2026, an estimated $24.5M.
  • Loomis, Sayles & Company first reported a position in StepStone Group in Q4 2021 and held it in 17 quarters.
  • Loomis, Sayles & Company's StepStone Group position peaked at $40.4M in Q3 2024.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.