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Oppenheimer & Co’s StepStone Group STEP Stock Holding History

Oppenheimer & Co’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 		$213K Buy
5,142
+726
+16% +$35.9K ﹤0.01% 1633
2026
Q1 		$211K Buy
+4,416
New +$255K ﹤0.01% 1554
2025
Q2 		– Sell
-4,012
Closed -$210K – 1697
2025
Q1 		$210K Sell
4,012
-2,700
-40% -$159K ﹤0.01% 1439
2024
Q4 		$388K Buy
+6,712
New +$416K 0.01% 1164

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

Oppenheimer & Co's STEP Position: Q2 2026 in Review

Oppenheimer & Co increased its StepStone Group (STEP) stake by 16% in Q2 2026, buying an estimated $35.9K and bringing the position to 5,142 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Oppenheimer & Co first reported a position in STEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $388K in Q4 2024. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Oppenheimer & Co held 5,142 shares of StepStone Group worth $213K as of Q2 2026.
  • Oppenheimer & Co bought 726 StepStone Group shares in Q2 2026, an estimated $35.9K.
  • StepStone Group made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1633 holding.
  • Oppenheimer & Co first reported a position in StepStone Group in Q4 2024 and has held it in 4 quarters since.
  • Oppenheimer & Co's StepStone Group position peaked at $388K in Q4 2024.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.