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Westfield Capital Management’s
StepStone Group
STEP
Stock Holding History
Westfield Capital 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
$56.2M
Buy
1,177,971
+391,470
+50%
+$22.6M
0.24%
130
2025
Q4
$50.5M
Buy
786,501
+7,773
+1%
+$492K
0.21%
148
2025
Q3
$50.9M
Buy
+778,728
New
+$47.5M
0.21%
146
2023
Q4
–
Sell
-913,069
Closed
-$28.8M
–
264
2023
Q3
$28.8M
Buy
913,069
+41,217
+5%
+$1.2M
0.2%
158
2023
Q2
$21.6M
Buy
871,852
+46,994
+6%
+$1.08M
0.14%
169
2023
Q1
$20M
Buy
824,858
+28,712
+4%
+$785K
0.14%
166
2022
Q4
$20M
Buy
796,146
+29,463
+4%
+$824K
0.15%
158
2022
Q3
$18.8M
Sell
766,683
-9,971
-1%
-$272K
0.15%
170
2022
Q2
$20.2M
Buy
776,654
+113,395
+17%
+$3.09M
0.16%
168
2022
Q1
$21.9M
Buy
663,259
+106,775
+19%
+$3.68M
0.14%
163
2021
Q4
$23.1M
Buy
+556,484
New
+$24.6M
0.14%
165
Other funds holding STEP
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
New York
$134B 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
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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