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 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Wasatch Advisors's STEP Position: Q2 2026 in Review

Wasatch Advisors reduced its StepStone Group (STEP) stake by 1.8% in Q2 2026, selling an estimated $815K and leaving 905,245 shares worth $37.4M. The position accounts for 0.25% of the portfolio, ranked #99.

Wasatch Advisors first reported a position in STEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $181M in Q3 2021. 17 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

Wasatch Advisors held 905,245 shares of StepStone Group worth $37.4M as of Q2 2026.
Wasatch Advisors sold 16,475 StepStone Group shares in Q2 2026, an estimated $815K.
StepStone Group made up 0.25% of Wasatch Advisors's portfolio in Q2 2026, its #99 holding.
Wasatch Advisors first reported a position in StepStone Group in Q4 2020 and has held it in 23 quarters since.
Wasatch Advisors's StepStone Group position peaked at $181M in Q3 2021.
17 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.