Y-Intercept (HK)’s StepStone Group STEP Stock Holding History

Y-Intercept (HK)’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	$3.54M	Buy	+85,479	New	+$4.23M	0.07%	408
2026 Q1	–	Sell	-30,387	Closed	-$1.95M	–	2028
2025 Q4	$1.95M	Buy	+30,387	New	+$1.92M	0.04%	639
2025 Q1	–	Sell	-7,922	Closed	-$459K	–	1592
2024 Q4	$459K	Buy	+7,922	New	+$491K	0.03%	769
2024 Q2	–	Sell	-5,821	Closed	-$208K	–	1896
2024 Q1	$208K	Buy	+5,821	New	+$197K	0.02%	1140

Other funds holding STEP

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

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

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return