Wasatch Advisors
STEP icon

Wasatch Advisors’s StepStone Group STEP Stock Holding History

Wasatch Advisors’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
Q3 		$40.7M Buy
936,744
+31,499
+3% +$1.47M 0.3% 92
2026
Q2 		$37.4M Sell
905,245
-16,475
-2% -$815K 0.25% 99
2026
Q1 		$44M Buy
921,720
+4,264
+0.5% +$246K 0.29% 82
2025
Q4 		$58.9M Sell
917,456
-215,564
-19% -$13.6M 0.35% 81
2025
Q3 		$74M Buy
1,133,020
+21,885
+2% +$1.34M 0.4% 70
2025
Q2 		$61.7M Buy
1,111,135
+16,410
+1% +$879K 0.32% 77
2025
Q1 		$57.2M Sell
1,094,725
-11,905
-1% -$700K 0.32% 79
2024
Q4 		$64.1M Sell
1,106,630
-16,550
-1% -$1.03M 0.32% 80
2024
Q3 		$63.8M Sell
1,123,180
-605,610
-35% -$30.9M 0.31% 81
2024
Q2 		$79.3M Sell
1,728,790
-1,219,875
-41% -$48M 0.42% 66
2024
Q1 		$105M Buy
2,948,665
+46,860
+2% +$1.59M 0.55% 55
2023
Q4 		$92.4M Buy
2,901,805
+2,003
+0.1% +$56.6K 0.51% 59
2023
Q3 		$91.6M Buy
2,899,802
+42,738
+1% +$1.24M 0.58% 53
2023
Q2 		$70.9M Sell
2,857,064
-15,997
-0.6% -$367K 0.43% 64
2023
Q1 		$69.7M Sell
2,873,061
-16,832
-0.6% -$460K 0.43% 65
2022
Q4 		$72.8M Buy
2,889,893
+244,309
+9% +$6.83M 0.49% 63
2022
Q3 		$64.8M Buy
2,645,584
+57,919
+2% +$1.58M 0.45% 65
2022
Q2 		$67.4M Sell
2,587,665
-851,609
-25% -$23.2M 0.43% 67
2022
Q1 		$114M Sell
3,439,274
-23,194
-0.7% -$799K 0.56% 61
2021
Q4 		$144M Sell
3,462,468
-792,455
-19% -$35M 0.59% 57
2021
Q3 		$181M Buy
4,254,923
+24,581
+0.6% +$1.09M 0.74% 44
2021
Q2 		$146M Buy
4,230,342
+465,517
+12% +$15.5M 0.59% 60
2021
Q1 		$133M Buy
3,764,825
+2,812,621
+295% +$99M 0.6% 63
2020
Q4 		$37.9M Buy
+952,204
New +$27.6M 0.19% 108

Other funds holding STEP

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Wasatch Advisors's STEP Position: Q3 2026 in Review

Wasatch Advisors increased its StepStone Group (STEP) stake by 3.5% in Q3 2026, buying an estimated $1.47M and bringing the position to 936,744 shares worth $40.7M. The position accounts for 0.3% of the portfolio, ranked #92.

Wasatch Advisors first reported a position in STEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $181M in Q3 2021. 21 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Wasatch Advisors held 936,744 shares of StepStone Group worth $40.7M as of Q3 2026.
  • Wasatch Advisors bought 31,499 StepStone Group shares in Q3 2026, an estimated $1.47M.
  • StepStone Group made up 0.3% of Wasatch Advisors's portfolio in Q3 2026, its #92 holding.
  • Wasatch Advisors first reported a position in StepStone Group in Q4 2020 and has held it in 24 quarters since.
  • Wasatch Advisors's StepStone Group position peaked at $181M in Q3 2021.
  • 21 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.