STEP

Stepstone Group Inc

STEP.US stepstonegroup.com + Research + Basket
CIK 0001796022
Employees 1,355
Phone 212 351 6100
Fiscal year end March
IPO Sep 16, 2020
Address 277 Park Avenue, New York, NY, United States, 10172
44.47
+1.49 (+3.47%)
USD · NASDAQ
52-week range
38.60
75.39
Trading at 16% of the 52-week range
Market Cap
5.55B
P/E Ratio
0.00
Forward P/E
17.42
Book Value
-6.55
Div. Yield
2.67%
% Institutions
98.27%
% Insiders
5.54%

1 Year

-26.3%

3 Year

+67.7%

10 Year

+107.6%
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.

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People

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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 & Partner 1971
Mr. Michael I. McCabe Partner & Head of Strategy 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

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

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 11.97M Jun 30, 2026 14.55% $0.01 1.23%
Millennium Management LLC 5.62M Jun 30, 2026 6.83% $0.08 -21.66%
Wellington Management Company LLP 5.19M Jun 30, 2026 6.31% $0.04 -0.96%
T. Rowe Price Associates, Inc. 5.17M Jun 30, 2026 6.28% $0.02 6.02%
Vanguard Portfolio Management, LLC 4.67M Jun 30, 2026 5.68% $0.01 4.22%
Vanguard Capital Management, LLC 3.55M Jun 30, 2026 4.31% $0.00 0.69%
State Street Corp 3.12M Jun 30, 2026 3.79% $0.00 8.65%
Capital World Investors 2.52M Jun 30, 2026 3.07% $0.01 -22.85%
Geode Capital Management, LLC 2.02M Jun 30, 2026 2.45% $0.00 3.33%
William Blair Investment Management, LLC 1.93M Jun 30, 2026 2.35% $0.24 0.81%
Westfield Capital Management Company, L.P. 1.73M Jun 30, 2026 2.10% $0.23 46.81%
JPMorgan Chase & Co 1.52M Jun 30, 2026 1.85% $0.00 2.77%
The Goldman Sachs Group Inc 1.43M Jun 30, 2026 1.74% $0.01 144.77%
Adage Capital Partners Gp LLC 1.39M Jun 30, 2026 1.69% $0.08 5.14%
Samlyn Capital, LLC 1.27M Jun 30, 2026 1.54% $0.85 41.73%
Capital Research Global Investors 1.23M Jun 30, 2026 1.50% $0.01 54.98%
Balyasny Asset Management LLC 1.11M Jun 30, 2026 1.35% $0.06 -21.94%
Morgan Stanley - Brokerage Accounts 1.08M Jun 30, 2026 1.32% $0.00 45.15%
Junto Capital Management LP 1.08M Jun 30, 2026 1.31% $0.78 26.05%
Point72 Asset Management, L.P. 1.00M Jun 30, 2026 1.22% $0.05 437.06%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 4.93M 5.99% ▲ 0.00% Sep 30, 2026
2 American Funds SMALLCAP World A 3.17M 3.85% ▲ 6.83% Sep 30, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 2.58M 3.13% ▲ 0.35% Sep 30, 2026
4 T. Rowe Price Mid-Cap Value 2.11M 2.56% ▲ 2.95% Sep 30, 2026
5 iShares Russell 2000 ETF 2.02M 2.45% ▲ 0.00% Sep 30, 2026
6 Vanguard Small Cap Index 1.85M 2.25% ▼ 0.14% Sep 30, 2026
7 Vanguard Explorer Inv 1.34M 1.63% ▼ 20.69% Jun 30, 2026
8 Vanguard MStar Small Cap Growth Indx Inv 1.03M 1.25% ▼ 3.39% Sep 30, 2026
9 Fidelity Small Cap Index 850.42K 1.03% ▲ 0.84% Jul 31, 2026
10 iShares S&P Small-Cap 600 Growth ETF 762.90K 0.93% ▲ 0.00% Sep 30, 2026

Financial Highlights

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Market Cap: $5.55B
EBITDA: $-1.12B
Book Value: $-6.55
Dividend/Share: $1.12
Dividend Yield: 2.67%
Earnings/Share: $-7.68
Profit Margin: -30.54%
Operating Margin: -54.06%
ROA (TTM): -11.64%
ROE (TTM): -61.40%
Revenue (TTM): $2.01B
Revenue/Share (TTM): $25.08
Earnings Growth (YOY): -38.50%
Revenue Growth (YOY): 4.00%

Valuation Metrics

Enterprise Value: $4.31B
Trailing P/E: 0.00
Forward P/E: 17.42

Shares Statistics

Shares Outstanding: 82.29M
Shares Float: 75.36M
% Insiders: 5.54%
% Institutions: 98.27%
Shares Short: 6.08M
Shares Short (Prior Month): 6.11M
Short Ratio: 5.44
Short % Float: 8.49%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$1.99B
Cost of Goods Sold
adjust
$-976.96M
Gross Profit
subtotal
$1.02B
SG&A
adjust
$-2.04B
Operating Income
subtotal
$-1.02B
Other / Non-Operating Items
adjust
$502.01M
Net Income
subtotal
$-521.36M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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