We are live on ! Find out more
STEP icon

StepStone Group

263 hedge funds and large institutions have $3.98B invested in StepStone Group in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 78 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $4.06M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 78

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

1.65% more ownership

Funds ownership: 100.6%102.26% (+1.7%)

1% more funds holding

Funds holding: 260263 (+3)

22% less capital invested

Capital invested by funds: $5.11B → $3.98B (-$1.13B)

Holders
263
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
100
Reduced
78
Closed
50
Calls
$28.2M
Puts
$4.06M
Net Calls
+$24.1M
Net Calls Change
+$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$34.6M -$3.9M -67,576 -8%
Charles Schwab
27
Charles Schwab
California
$31M -$1.4M -24,278 -4%
Goldman Sachs
28
Goldman Sachs
New York
$27.8M +$21.9M +379,152 +185%
UBS Group
29
UBS Group
Switzerland
$24.8M +$9.07M +157,067 +43%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$24.5M +$29.7M +514,026 New
FAM
31
Fred Alger Management
New York
$24.4M -$22.7M -393,830 -43%
Invesco
32
Invesco
Georgia
$23.9M -$202M -3,505,650 -88%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$23.5M -$805K -13,931 -3%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$20.7M +$3.63M +62,929 +17%
Bank of America
35
Bank of America
North Carolina
$19.8M +$8.36M +144,752 +54%
SG Americas Securities
36
SG Americas Securities
New York
$19.2M +$21.6M +373,807 +1,314%
TCM
37
TimesSquare Capital Management
New York
$18.6M +$2.14M +37,103 +10%
Principal Financial Group
38
Principal Financial Group
Iowa
$17.2M +$712K +12,328 +4%
Lazard Asset Management
39
Lazard Asset Management
New York
$15.9M +$9.38M +162,467 +96%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.9M -$2.33M -40,359 -11%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$14.7M +$2.85M +49,262 +19%
N
42
Nuveen
North Carolina
$14.3M +$32.2K +557 +0.2%
Squarepoint
43
Squarepoint
New York
$13.5M +$16.3M +282,234 New
TI
44
Tidal Investments
Wisconsin
$13.4M +$2.87M +49,753 +21%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.6M +$683K +11,823 +5%
SBH
46
Segall Bryant & Hamill
Illinois
$12.2M -$767K -13,277 -5%
ECM
47
Engle Capital Management
Connecticut
$11.3M +$6.19M +107,216 +82%
IMC
48
Inherent Management Corp
New York
$11.2M +$13.5M +233,729 New
Wells Fargo
49
Wells Fargo
California
$10.6M -$2.88M -49,855 -18%
GIM
50
Granahan Investment Management
Massachusetts
$10.1M -$4.45M -77,083 -27%