Stock Fundamentals

Company Information

Company Name
Stepstone Group Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NASDAQ
ISIN: US85914M1071
CIK: 0001796022
CUSIP: 85914M107
Currency: USD
Full Time Employees: 1,310
Phone: 212 351 6100
Fiscal Year End: March
IPO Date: Sep 16, 2020
Description:

StepStone Group Inc. is a private equity and venture capital firm specializing in primary, direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. The firm seeks to make minority and majority investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, South Korea, Europe, Australia and Asia.

Address:

277 Park Avenue, New York, NY, United States, 10172

Directors & Officers

Name Title Year Born
Mr. Monte M. Brem J.D. Co-Founder & Executive Chairman 1968
Mr. Scott Hart CEO, Partner & Director 1980
Mr. Thomas Keck Partner, Head of Research and Portfolio Management & Vice Chairman 1966
Mr. Jason Paul Ment J.D. Partner, President & Co-COO 1977
Mr. David Yongil Park Partner & CFO 1974
Mr. Jose A. Fernandez J.D. CO-COO, Director & Partner 1971
Mr. Michael I. McCabe Partner, Head of Strategy & Director 1969
Mr. Mark T. Maruszewski CFA Partner & Vice Chairman 1967
Mr. David T. Jeffrey Partner & Vice Chairman 1970
Ms. Rebecca Ajavananda Partner 1968

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 26, 2026 Scott W Hart N/A Sale 10.00K $72.52 $725.20K
Dec 26, 2025 Scott W Hart N/A Sale 10.00K $66.17 $661.70K
Dec 10, 2025 Michael I Mccabe N/A Sale 117.84K $66.20 $7.80M
Dec 10, 2025 Michael I Mccabe N/A Sale 74.21K $66.14 $4.91M
Nov 25, 2025 Scott W Hart N/A Sale 10.00K $61.70 $617.00K
Nov 13, 2025 Jose A Fernandez N/A Sale 70.40K $62.30 $4.39M
Nov 11, 2025 Jose A Fernandez N/A Sale 70.40K $61.41 $4.32M
Oct 27, 2025 Scott W Hart N/A Sale 10.00K $64.34 $643.40K
Sep 25, 2025 Scott W Hart N/A Sale 10.00K $64.70 $647.00K
Sep 11, 2025 David Y Park N/A Sale 1.00K $63.26 $63.26K
Aug 25, 2025 Scott W Hart N/A Sale 10.00K $61.44 $614.40K
Jul 25, 2025 Scott W Hart N/A Sale 10.00K $61.28 $612.80K
Jul 10, 2025 Scott W Hart N/A Sale 10.00K $60.29 $602.90K
Jun 12, 2025 Michael I Mccabe N/A Sale 67.72K $56.54 $3.83M
May 28, 2025 Jason P Ment N/A Sale 55.61K $60.71 $3.38M
May 28, 2025 Michael I Mccabe N/A Sale 199.74K $59.92 $11.97M
May 28, 2025 Michael I Mccabe N/A Sale 51.38K $59.90 $3.08M
May 28, 2025 Scott W Hart N/A Sale 27.70K $60.06 $1.66M
May 23, 2025 Jason P Ment N/A Sale 900.00 $60.00 $54.00K
May 23, 2025 Scott W Hart N/A Sale 1.40K $60.01 $84.19K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 11.83M Mar 31, 2026 14.66% $0.01 11.31%
Vanguard Group Inc 8.45M Dec 31, 2025 10.47% $0.01 9.43%
Millennium Management LLC 7.17M Mar 31, 2026 8.89% $0.14 60.98%
Wellington Management Company LLP 5.24M Mar 31, 2026 6.49% $0.05 -15.86%
T. Rowe Price Associates, Inc. 4.87M Mar 31, 2026 6.04% $0.03 -4.49%
Pitcairn Wealth Advisors LLC 4.04M Mar 31, 2026 5.01% $23.87 0.00%
Capital World Investors 3.27M Mar 31, 2026 4.05% $0.02 7.02%
State Street Corp 2.87M Mar 31, 2026 3.56% $0.00 4.16%
Citadel Advisors Llc 1.96M Mar 31, 2026 2.43% $0.02 22.87%
Geode Capital Management, LLC 1.95M Mar 31, 2026 2.42% $0.01 9.83%
William Blair Investment Management, LLC 1.91M Mar 31, 2026 2.37% $0.30 185.66%
JPMorgan Chase & Co 1.48M Mar 31, 2026 1.83% $0.00 26.97%
Balyasny Asset Management LLC 1.43M Mar 31, 2026 1.77% $0.09 131.01%
Adage Capital Partners Gp LLC 1.32M Mar 31, 2026 1.64% $0.10 549.62%
Westfield Capital Management Company, L.P. 1.18M Mar 31, 2026 1.46% $0.24 49.77%
FMR Inc 995.16K Mar 31, 2026 1.23% $0.00 -3.46%
Franklin Resources Inc 977.42K Mar 31, 2026 1.21% $0.01 -17.36%
Wasatch Advisors LP 921.72K Mar 31, 2026 1.14% $0.29 0.46%
Atlantic Trust Group, LLC 899.55K Dec 31, 2025 1.11% $0.10 -3.72%
Samlyn Capital, LLC 895.45K Mar 31, 2026 1.11% $0.73 0.00%

Shares Statistics

Shares Outstanding: 81.68M
Shares Float: 69.07M
% Insiders: 554.60%
% Institutions: 10,326.30%
Short % Float: 6.64%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 4.48M 5.55% ▲ 0.00% Apr 30, 2026
2 American Funds SMALLCAP World A 3.56M 4.41% ▲ 0.00% Mar 31, 2026
3 Vanguard Total Stock Mkt Idx Inv 2.58M 3.19% ▲ 0.32% Apr 30, 2026
4 Vanguard Small Cap Index 1.85M 2.29% ▼ 0.32% Apr 30, 2026
5 Vanguard Explorer Inv 1.69M 2.09% ▲ 14.20% Mar 31, 2026
6 iShares Russell 2000 ETF 1.65M 2.05% ▲ 0.00% Apr 30, 2026
7 T. Rowe Price US Mid-Cap Value Equity 1.61M 1.99% ▲ 29.29% Mar 31, 2026
8 T. Rowe Price Mid-Cap Value 1.61M 1.99% ▲ 22.97% Mar 31, 2026
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.05M 1.30% ▲ 40.32% Mar 31, 2026
10 Vanguard Small Cap Growth Index Inv 1.04M 1.29% ▼ 0.03% Apr 30, 2026

Valuation Metrics

Enterprise Value: $4.09B
Trailing P/E: 0.00
Forward P/E: 19.72

Financial Highlights

Market Cap: $5.81B
EBITDA: $-977.44M
Book Value: $-4.73
Dividend/Share: $1.08
Dividend Yield: 2.23%
Earnings/Share: $-6.78
Profit Margin: -26.88%
Operating Margin: -3.46%
ROA (TTM): -11.27%
ROE (TTM): -55.88%
Revenue (TTM): $1.99B
Revenue/Share (TTM): $25.22
Earnings Growth (YOY): -38.50%
Revenue Growth (YOY): 55.80%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2026-03-31 85.33x -2.70x 0.87x -55.31x -1.27x
2025-03-31 1.01x 2.45x 0.61x -19.74x -2.14x
2024-03-31 0.98x 0.46x 0.51x 18.41x 0.59x
2023-03-31 0.88x 0.25x 0.53x -0.12x 19.33x
2022-03-31 0.74x 0.08x 0.56x 406.43x 0.12x
2021-03-31 1.79x 0.00x 0.50x 44.59x 0.00x
2020-03-31 2.11x 0.76x 0.65x 14.88x 0.99x
2019-03-31 1.96x 1.25x 0.70x 6.47x 2.02x
2018-03-31 2.28x 0.31x 0.70x 89.32x 1.59x

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