Marshall Wace’s StepStone Group STEP Stock Holding History

Marshall Wace’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	$12.5M	Buy	+301,956	New	+$14.9M	0.01%	942
2025 Q2	–	Sell	-35,931	Closed	-$1.88M	–	3149
2025 Q1	$1.88M	Buy	+35,931	New	+$2.11M	﹤0.01%	1494
2023 Q3	–	Sell	-45,304	Closed	-$1.12M	–	2660
2023 Q2	$1.12M	Buy	+45,304	New	+$1.04M	﹤0.01%	1664
2022 Q1	–	Sell	-21,149	Closed	-$880K	–	3986
2021 Q4	$880K	Buy	+21,149	New	+$934K	﹤0.01%	2534
2021 Q3	–	Sell	-163,033	Closed	-$5.61M	–	3409
2021 Q2	$5.61M	Sell	163,033 -37,586	-19%	-$1.25M	0.03%	782
2021 Q1	$7.08M	Buy	+200,619	New	+$7.06M	0.03%	634

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Marshall Wace's STEP Position: Q2 2026 in Review

Marshall Wace opened a new position in StepStone Group (STEP) in Q2 2026: 301,956 shares worth $12.5M. The stake represents 0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Marshall Wace previously reported a position in STEP as recently as Q1 2025.

Marshall Wace first reported a position in STEP in Q1 2021 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

Marshall Wace held 301,956 shares of StepStone Group worth $12.5M as of Q2 2026.
StepStone Group was a new Marshall Wace position in Q2 2026.
StepStone Group made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #942 holding.
Marshall Wace first reported a position in StepStone Group in Q1 2021 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.