Thornburg Investment Management’s StepStone Group STEP Stock Holding History

Thornburg Investment Management’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	$774K	Sell	16,225 -54,912	-77%	-$3.17M	0.01%	145
2025 Q4	$4.56M	Sell	71,137 -2,004	-3%	-$127K	0.06%	131
2025 Q3	$4.78M	Hold	73,141	–	–	0.06%	127
2025 Q2	$4.06M	Buy	73,141 +13,821	+23%	+$740K	0.05%	139
2025 Q1	$31M	Buy	59,320 +11,567	+24%	+$680K	0.04%	150
2024 Q4	$2.76M	Buy	+47,753	New	+$2.96M	0.04%	153

Other funds holding STEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thornburg Investment Management's STEP Position: Q1 2026 in Review

Thornburg Investment Management reduced its StepStone Group (STEP) stake by 77% in Q1 2026, selling an estimated $3.17M and leaving 16,225 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #145.

Thornburg Investment Management first reported a position in STEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $31M in Q1 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

Thornburg Investment Management held 16,225 shares of StepStone Group worth $774K as of Q1 2026.
Thornburg Investment Management sold 54,912 StepStone Group shares in Q1 2026, an estimated $3.17M.
StepStone Group made up 0.01% of Thornburg Investment Management's portfolio in Q1 2026, its #145 holding.
Thornburg Investment Management first reported a position in StepStone Group in Q4 2024 and has held it in 6 quarters since.
Thornburg Investment Management's StepStone Group position peaked at $31M in Q1 2025.
263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Thornburg Investment Management's 13F filing for Q1 2026, filed 12 May 2026.