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
2025
Q4 		– Sell
-400
Closed -$26K – 10001
2025
Q3 		$26K Hold
400
– – ﹤0.01% 7112
2025
Q2 		$22K Buy
+400
New +$21.4K ﹤0.01% 6705
2023
Q2 		– Sell
-1,900
Closed -$46K – 9900
2023
Q1 		$46K Buy
+1,900
New +$51.9K ﹤0.01% 6020
2022
Q3 		– Sell
-3,000
Closed -$78K – 10851
2022
Q2 		$78K Buy
3,000
+2,000
+200% +$54.4K ﹤0.01% 5914
2022
Q1 		$33K Buy
1,000
+900
+900% +$31K ﹤0.01% 7676
2021
Q4 		$4K Sell
100
-700
-88% -$30.9K ﹤0.01% 9712
2021
Q3 		$27K Hold
800
– – ﹤0.01% 8170
2021
Q2 		$27K Buy
800
+659
+467% +$21.9K ﹤0.01% 8321
2021
Q1 		$497K Buy
+141
New +$4.96K ﹤0.01% 3386

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.