Simplex Trading
STEP icon

Simplex Trading’s StepStone Group STEP Stock Holding History

Simplex Trading’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 		$14.3K Buy
+300
New +$17.3K ﹤0.01% 7035
2025
Q3 		– Sell
-100
Closed -$5K – 10023
2025
Q2 		$5K Hold
100
– – ﹤0.01% 7774
2025
Q1 		$5K Sell
100
-1,000
-91% -$58.8K ﹤0.01% 7604
2024
Q4 		$63K Buy
+1,100
New +$68.2K ﹤0.01% 5635
2024
Q1 		– Sell
-6,200
Closed -$197K – 9845
2023
Q4 		$197K Buy
+6,200
New +$175K ﹤0.01% 4699
2022
Q4 		– Sell
-100
Closed -$2K – 10374
2022
Q3 		$2K Sell
100
-200
-67% -$5.45K ﹤0.01% 9364
2022
Q2 		$7K Sell
300
-700
-70% -$19.1K ﹤0.01% 8630
2022
Q1 		$33K Sell
1,000
-600
-38% -$20.7K ﹤0.01% 7675
2021
Q4 		$66K Buy
1,600
+1,100
+220% +$48.6K ﹤0.01% 6859
2021
Q3 		$17K Hold
500
– – ﹤0.01% 8577
2021
Q2 		$17K Buy
500
+486
+3,471% +$16.2K ﹤0.01% 8728
2021
Q1 		$49K Buy
+14
New +$493 ﹤0.01% 6650

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

Simplex Trading's STEP Position: Q4 2025 in Review

Simplex Trading sold out of StepStone Group (STEP) in Q4 2025, closing a stake of 179 shares — an estimated $11K sold.

Simplex Trading first reported a position in STEP in Q1 2021 and held it in 11 quarters. The position peaked at $519K in Q1 2021. 260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • Simplex Trading reported no remaining StepStone Group position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 179 StepStone Group shares in Q4 2025, an estimated $11K.
  • Simplex Trading first reported a position in StepStone Group in Q1 2021 and held it in 11 quarters.
  • Simplex Trading's StepStone Group position peaked at $519K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.