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StepStone Group
STEP

Overview Fund Activity

266 hedge funds and large institutions have $3.95B invested in StepStone Group in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+29
Holders Change %
+12.24%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
57
Increased
87
Reduced
92
Closed
26
Calls
$960K
Puts
$1.75M
Net Calls
-$788K
Net Calls Change
-$620K

Top Buyers

1
Millennium Management
Millennium Management
New York
$244M
2
Citadel Advisors
Citadel Advisors
Florida
$105M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$52M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$21.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$129M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$135M
2
FAM
Fred Alger Management
New York
$47.7M
3
BlackRock
BlackRock
New York
$524M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.93M
5
GIM
Granahan Investment Management
Massachusetts
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$524M -$25.4M -457,822 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$412M +$307K +5,524 +0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$336M +$1.07M +19,313 +0.3%
Millennium Management
4
Millennium Management
New York
$244M +$79.6M +1,435,100 +48%
Invesco
5
Invesco
Georgia
$224M +$1.81M +32,625 +0.8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$192M -$6.38M -114,964 -3%
Capital World Investors
7
Capital World Investors
California
$159M +$16.1M +289,592 +11%
State Street
8
State Street
Massachusetts
$141M -$2.42M -43,596 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$135M -$76M -1,369,176 -36%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$129M +$19.8M +357,067 +18%
Citadel Advisors
11
Citadel Advisors
Florida
$105M +$29.9M +538,060 +40%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$88M -$1.72M -31,072 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$82.6M -$8.7M -156,784 -10%
AllianceBernstein
14
AllianceBernstein
Tennessee
$65.5M -$15.6M -281,332 -19%
Franklin Resources
15
Franklin Resources
California
$62.3M +$13.6M +245,546 +28%
WA
16
Wasatch Advisors
Utah
$61.7M +$911K +16,410 +1%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$52.3M +$8.66M +156,020 +20%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$52M +$23.6M +425,692 +83%
FAM
19
Fred Alger Management
New York
$47.7M -$38.7M -697,113 -45%
Capital Research Global Investors
20
Capital Research Global Investors
California
$44.1M +$3.68M +66,351 +9%
Raymond James Financial
21
Raymond James Financial
Florida
$39.1M +$291K +5,249 +0.7%
Northern Trust
22
Northern Trust
Illinois
$36.1M -$555K -10,003 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$32.9M -$2.29M -41,288 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.9M -$11.9M -213,802 -27%
Charles Schwab
25
Charles Schwab
California
$32.9M -$57K -1,027 -0.2%
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