William Blair Investment Management
STEP icon

William Blair Investment Management’s StepStone Group STEP Stock Holding History

William Blair 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 		$91.4M Buy
1,914,477
+1,244,285
+186% +$71.9M 0.3% 95
2025
Q4 		$43M Buy
670,192
+46,273
+7% +$2.93M 0.12% 151
2025
Q3 		$40.7M Buy
623,919
+88,794
+17% +$5.42M 0.11% 159
2025
Q2 		$29.7M Buy
535,125
+22,871
+4% +$1.22M 0.08% 210
2025
Q1 		$26.8M Buy
512,254
+21,071
+4% +$1.24M 0.08% 244
2024
Q4 		$28.4M Buy
491,183
+69,513
+16% +$4.31M 0.07% 268
2024
Q3 		$24M Sell
421,670
-158,382
-27% -$8.07M 0.06% 282
2024
Q2 		$26.6M Sell
580,052
-28,777
-5% -$1.13M 0.07% 253
2024
Q1 		$21.8M Buy
608,829
+6,052
+1% +$205K 0.06% 297
2023
Q4 		$19.2M Buy
602,777
+186,774
+45% +$5.28M 0.06% 293
2023
Q3 		$13.1M Buy
+416,003
New +$12.1M 0.04% 310
2020
Q4 		– Sell
-519,417
Closed -$13.8M – 365
2020
Q3 		$13.8M Buy
+519,417
New +$13.3M 0.05% 231

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $141B AUM 30.34% 1-Year Est. Return