stepstone is a global private markets firm overseeing approximately us$60 billion of private capital allocations, including over us$12 billion of assets under management. the firm creates customized portfolios for the world’s most sophisticated investors using a highly disciplined research-focused approach that prudently integrates primaries, secondaries, and co-investments. for more information, visit our site at www.stepstoneglobal.com.
Company profile
Ticker
STEP
Exchange
Website
CEO
Scott Hart
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
SRA Capital (Canada) LTD. • StepStone Group • StepStone Europe Limited • StepStone GC Manager, L.P. • StepStone Gestão de Recursos Ltda. • StepStone Group (CHINA) Limited • StepStone Group (HK) Limited • StepStone Group Europe • StepStone Group Holdings LLC • StepStone Group LP ...
STEP stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
27 Mar 24
DEF 14A
Definitive proxy
27 Mar 24
PRE 14A
Preliminary proxy
15 Mar 24
10-Q
2024 Q3
Quarterly report
8 Feb 24
8-K
Entry into a Material Definitive Agreement
8 Feb 24
8-K
Stepstone Group Reports Third Quarter Fiscal Year 2024 Results
8 Feb 24
10-Q
2024 Q2
Quarterly report
7 Nov 23
8-K
Stepstone Group Reports Second Quarter Fiscal Year 2024 Results
6 Nov 23
S-8
Registration of securities for employees
18 Sep 23
8-K
Submission of Matters to a Vote of Security Holders
14 Sep 23
Transcripts
STEP
Earnings call transcript
2024 Q3
8 Feb 24
STEP
Earnings call transcript
2024 Q2
6 Nov 23
STEP
Earnings call transcript
2024 Q1
3 Aug 23
STEP
Earnings call transcript
2023 Q4
24 May 23
STEP
Earnings call transcript
2023 Q3
9 Feb 23
STEP
Earnings call transcript
2023 Q2
3 Nov 22
STEP
Earnings call transcript
2023 Q1
6 Aug 22
STEP
Earnings call transcript
2022 Q4
27 May 22
STEP
Earnings call transcript
2022 Q3
9 Feb 22
STEP
Earnings call transcript
2022 Q2
15 Nov 21
Latest ownership filings
4
Thomas Keck
27 Feb 24
SC 13D/A
Brem Monte M
27 Feb 24
144
Notice of proposed sale of securities
26 Feb 24
144
Notice of proposed sale of securities
23 Feb 24
4
Anthony Keathley
22 Feb 24
4
Thomas Keck
22 Feb 24
144
Notice of proposed sale of securities
22 Feb 24
144
Notice of proposed sale of securities
22 Feb 24
144
Notice of proposed sale of securities
21 Feb 24
SC 13D/A
Lim James
21 Feb 24
Financial summary
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Annual (USD) | Mar 23 | Mar 22 | Mar 21 | |
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Institutional ownership, Q3 2023
90.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 122 |
Opened positions | 19 |
Closed positions | 21 |
Increased positions | 54 |
Reduced positions | 30 |
13F shares | Current |
---|---|
Total value | 1.60 tn |
Total shares | 57.86 mm |
Total puts | 2.10 k |
Total calls | 3.50 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Wellington Management | 6.37 mm | $201.08 bn |
Vanguard | 5.18 mm | $163.56 bn |
Argonaut Private Equity, L.L.C. | 3.83 mm | $180.06 mm |
BLK Blackrock | 3.64 mm | $114.85 bn |
JPM JPMorgan Chase & Co. | 3.47 mm | $109.68 bn |
T. Rowe Price Investment Management | 3.12 mm | $98.50 bn |
Wasatch Advisors | 2.90 mm | $91.58 bn |
Fred Alger Management | 2.82 mm | $89.17 bn |
Alger Associates | 2.77 mm | $0.00 |
FMR | 2.73 mm | $86.31 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
26 Feb 24 | Thomas Keck | Class A Common Stock | Sell | Dispose S | Yes | No | 35.47 | 3,694 | 131.03 k | 200,750 |
23 Feb 24 | Thomas Keck | Class A Common Stock | Sell | Dispose S | Yes | No | 35.47 | 53,403 | 1.89 mm | 204,444 |
22 Feb 24 | Anthony Keathley | Class A Common Stock | Sell | Dispose S | No | No | 35.7 | 469 | 16.74 k | 3,183 |
22 Feb 24 | Thomas Keck | Class A Common Stock | Sell | Dispose S | Yes | No | 35.68 | 48,662 | 1.74 mm | 257,847 |
21 Feb 24 | Thomas Keck | Class A Common Stock | Sell | Dispose S | Yes | No | 35.1 | 24,241 | 850.86 k | 306,509 |
16 Feb 24 | James Lim | Class A Common Stock | Sell | Dispose S | Yes | No | 35.11 | 62,164 | 2.18 mm | 6,208,351 |
15 Feb 24 | James Lim | Class A Common Stock | Sell | Dispose S | Yes | No | 35.22 | 56,937 | 2.01 mm | 6,270,515 |
14 Feb 24 | Scott W Hart | Class A Common Stock | Grant | Acquire A | No | No | 0 | 15,976 | 0.00 | 55,878 |
News
Oppenheimer Initiates Coverage On StepStone Group with Outperform Rating, Announces Price Target of $48
20 Mar 24
StepStone Group Q3 2024 Adj EPS $0.37 Beats $0.26 Estimate, Sales $185.12M Beat $151.56M Estimate
8 Feb 24
Earnings Scheduled For February 8, 2024
8 Feb 24
Morgan Stanley Maintains Equal-Weight on StepStone Group, Raises Price Target to $35
24 Jan 24
Press releases
Rasa Raises $30 Million Series C Co-led by StepStone Group and PayPal Ventures, Andreessen Horowitz, Accel and Basis Set Ventures for Enterprise Conversational AI
14 Feb 24
StepStone Group Announces 2024 Partner and Managing Director Promotions
1 Feb 24
StepStone Group to Announce Third Quarter Fiscal 2024 Results on February 8, 2024
25 Jan 24