Is StepStone Group Inc. (STEP) a Buy, Sell, or Hold?
NASDAQ : STEP
StepStone Group Inc. — Institutional Ownership
$46.15 USD
-$0.26 (-0.56%)
- Volume
- 1.19M
- Average Volume
- 1.3M
- Market Capitalization
- $5.96B
- P/E Ratio
- -5.98
- Dividend Yield
- 3.62%
- Price Target
- $61.50
- Year High
- $77.80
- Year Low
- $38.85
- Day High
- —
- Day Low
- —
- Payout Ratio
- -$0.11
- Current Ratio
- $0.00
Institutional Ownership Summary
Institutional Ownership %
22.98%
Investors Holding
101
change: -169.0 | last: 270
Increased Positions
63
change: -98.0 | last: 161
Reduced Positions
23
change: -56.0 | last: 79
New Positions
24
change: -38.0 | last: 62
Sold Positions
189
change: 131.0 | last: 58
Total Calls
400
Total Puts
19800
Put-Call Ratio
49.50
change: 4917.5311 | last: 0.3247
Total Invested
763.1M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-06 | Invesco Ltd. | 500.66K | 0.60% |
| 2026-04-30 | Vanguard Capital Management | 4.09M | 5.10% |
| 2026-04-29 | Vanguard Portfolio Management | 4.55M | 5.67% |
| 2026-04-27 | Integrated Core Strategies (US) LLC | 6.83M | 8.50% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2026-01-14 | James Lim | 3.2M | 4.00% |
| 2026-01-08 | Waldo Robert | 3.69M | 4.30% |
| 2026-01-08 | ARG Private Equity, LLC | 3.66M | 4.30% |
| 2026-01-08 | ARGO Holdings, LLC | 3.66M | 4.30% |
| 2026-01-08 | Sanford Energy, Inc. | 3.59M | 4.20% |
| 2026-01-08 | KAISER GEORGE B | 3.66M | 4.30% |
| 2026-01-07 | The Vanguard Group | 8.45M | 10.67% |
| 2025-11-14 | T. Rowe Price Associates, Inc. | 4.38M | 5.60% |
| 2025-11-12 | Wellington Management Group LLP | 5.72M | 7.30% |
| 2025-09-18 | Michael I. McCabe | 3.45M | 4.20% |
| 2025-09-18 | Thomas Keck | 4.3M | 5.20% |
| 2025-09-18 | Jose A. Fernandez | 5.03M | 6.00% |
| 2025-09-18 | Thomas Keck | 4.3M | 5.20% |
| 2025-09-18 | James Lim | 4.2M | 5.30% |
| 2025-09-18 | Jose A. Fernandez | 5.03M | 6.00% |
| 2025-09-18 | Monte M. Brem | 2.28M | 2.80% |
| 2025-09-18 | Scott W. Hart | 3.13M | 3.80% |
| 2025-09-18 | Jason P. Ment | 1.14M | 1.40% |
| 2025-08-06 | FMR LLC | 2.43M | 3.20% |
| 2025-06-06 | Jason P. Ment | 43.23M | 38.50% |
| 2025-06-06 | Jose A. Fernandez | 43.23M | 38.50% |
| 2025-06-06 | Michael I. McCabe | 43.23M | 38.50% |
| 2025-06-06 | Thomas Keck | 43.23M | 38.50% |
| 2025-06-06 | Monte M. Brem | 43.23M | 38.50% |
| 2025-06-06 | Scott W. Hart | 43.23M | 38.50% |
| 2025-05-29 | Integrated Core Strategies (US) LLC | 4.04M | 5.30% |
| 2025-05-21 | Millennium Management LLC | 3.83M | 5.10% |
| 2025-05-14 | T. Rowe Price Associates, Inc. | 6.04M | 8.00% |
| 2025-05-09 | Invesco Ltd. | 4.01M | 5.30% |
| 2025-04-21 | BlackRock, Inc. | 9.77M | 12.90% |
| 2025-02-10 | Wellington Management Group LLP | 3.49M | 4.80% |
| 2025-02-05 | BlackRock, Inc. | 10.09M | 13.90% |
| 2025-01-08 | Jason P. Ment | 42.46M | 38.60% |
| 2025-01-08 | Thomas Keck | 42.46M | 38.60% |
| 2025-01-08 | Michael I. McCabe | 42.46M | 38.60% |
| 2025-01-08 | Jose A. Fernandez | 42.46M | 38.60% |
| 2025-01-08 | Scott W. Hart | 42.46M | 38.60% |
| 2025-01-08 | Monte M. Brem | 42.46M | 38.60% |
| 2024-12-05 | Scott W. Hart | 43.61M | 39.60% |
| 2024-12-05 | Thomas Keck | 43.61M | 39.60% |
| 2024-12-05 | Michael I. McCabe | 43.61M | 39.60% |
| 2024-12-05 | Jose A. Fernandez | 43.61M | 39.60% |
| 2024-12-05 | Monte M. Brem | 43.61M | 39.60% |
| 2024-12-05 | Thomas Keck | 43.61M | 39.60% |
| 2024-12-05 | Monte M. Brem | 43.61M | 39.60% |
| 2024-12-05 | Scott W. Hart | 43.61M | 39.60% |
| 2024-12-05 | Jason P. Ment | 43.61M | 39.60% |
| 2024-12-05 | Michael I. McCabe | 43.61M | 39.60% |
| 2024-12-05 | Jose A. Fernandez | 43.61M | 39.60% |
| 2024-12-05 | Jason P. Ment | 43.61M | 39.60% |
| 2024-11-14 | 52-0556948 | 4.7M | 6.90% |
| 2024-11-14 | 52-0556948 | 4.7M | 6.90% |
| 2024-11-12 | FMR LLC | 3.94M | 5.80% |
| 2024-11-12 | Abigail P. Johnson | 3.94M | 5.80% |
| 2024-11-12 | Abigail P. Johnson | 3.94M | 5.80% |
| 2024-11-12 | FMR LLC | 3.94M | 5.80% |
| 2024-06-20 | Millennium Group Management LLC | 3.75M | 5.70% |
| 2024-06-20 | Israel A. Englander | 3.75M | 5.70% |
| 2024-06-20 | Millennium Management LLC | 3.75M | 5.70% |
| 2024-06-20 | Millennium Management LLC | 3.75M | 5.70% |
| 2024-06-20 | Millennium Group Management LLC | 3.75M | 5.70% |
| 2024-06-20 | Israel A. Englander | 3.75M | 5.70% |
| 2024-02-14 | 85-4328500 | 3.02M | 4.70% |
| 2024-02-14 | 85-4328500 | 3.02M | 4.70% |
| 2023-02-14 | 85-4328500 | 4.98M | 8.00% |
| 2023-02-14 | 85-4328500 | 4.98M | 8.00% |
| 2023-02-06 | Wellington Investment Advisors Holdings LLP | 4.8M | 7.73% |
| 2023-02-06 | Wellington Management Group LLP | 4.8M | 7.73% |
| 2023-02-06 | Wellington Investment Advisors Holdings LLP | 4.8M | 7.73% |
| 2023-02-06 | Wellington Management Company LLP | 4.62M | 7.45% |
| 2023-02-06 | Wellington Group Holdings LLP | 4.8M | 7.73% |
| 2023-02-06 | Wellington Group Holdings LLP | 4.8M | 7.73% |
| 2023-02-06 | Wellington Management Group LLP | 4.8M | 7.73% |
| 2023-02-06 | Wellington Management Company LLP | 4.62M | 7.45% |
| 2023-02-03 | (1) BlackRock, Inc. | 3.44M | 5.50% |
| 2022-02-14 | Voting Shares Irrevocable Trust | 3.47M | 5.79% |
| 2022-02-14 | 13-3017981 | 4.11M | 6.90% |
| 2022-02-14 | Rhodora J. Donahue | 3.47M | 5.79% |
| 2022-02-14 | J. Christopher Donahue | 3.47M | 5.79% |
| 2022-02-14 | 52-0556948 | 4.64M | 7.70% |
| 2022-02-14 | 13-3017981 | 4.11M | 6.90% |
| 2022-02-14 | Federated Hermes, Inc. | 3.47M | 5.79% |
| 2022-02-14 | 52-0556948 | 4.64M | 7.70% |
| 2022-02-14 | Thomas R. Donahue | 3.47M | 5.79% |
| 2022-02-11 | Wasatch Advisors, Inc. 87-0319391 | 3.46M | 5.80% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 4.73M | 7.91% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 4.73M | 7.91% |
| 2022-01-18 | JPMORGAN CHASE & CO.13-2624428 | 3.16M | 5.20% |
| 2021-12-10 | (1) BlackRock, Inc. | 2.71M | 4.90% |
| 2021-12-10 | FMR LLC | 3.34M | 5.57% |
| 2021-11-26 | Johnny D. Randel | 53.41M | 53.30% |
| 2021-11-26 | Jose A. Fernandez | 53.41M | 53.30% |
| 2021-11-26 | Jason P. Ment | 53.41M | 53.30% |
| 2021-11-26 | Monte M. Brem | 53.41M | 53.30% |
| 2021-11-26 | Thomas Keck | 53.41M | 53.30% |
| 2021-11-26 | Michael I. McCabe | 53.41M | 53.30% |
| 2021-11-26 | Scott W. Hart | 53.41M | 53.30% |
| 2021-10-12 | 52-0556948 | 4.69M | 8.80% |
| 2021-10-12 | 52-0556948 | 4.69M | 8.80% |
| 2021-10-08 | J. Christopher Donahue | 3.47M | 6.54% |
| 2021-10-08 | Thomas R. Donahue | 3.47M | 6.54% |
| 2021-10-08 | Rhodora J. Donahue | 3.47M | 6.54% |
| 2021-10-08 | Federated Hermes, Inc. | 3.47M | 6.54% |
| 2021-10-08 | Voting Shares Irrevocable Trust | 3.47M | 6.54% |
| 2021-09-24 | James Lim | 7.81M | 14.70% |
| 2021-09-24 | Charles Ashton Newhall | 4.87M | 9.20% |
| 2021-09-24 | Charles Ashton Newhall | 4.87M | 9.20% |
| 2021-09-24 | James Lim | 7.81M | 14.70% |
| 2021-07-12 | FMR LLC | 4.5M | 11.16% |
| 2021-04-09 | Thomas R. Donahue | 3.59M | 12.29% |
| 2021-04-09 | Federated Hermes, Inc. | 3.59M | 12.29% |
| 2021-04-09 | Wasatch Advisors, Inc. 87-0319391 | 3.76M | 10.10% |
| 2021-04-09 | Rhodora J. Donahue | 3.59M | 12.29% |
| 2021-04-09 | J. Christopher Donahue | 3.59M | 12.29% |
| 2021-04-09 | Wasatch Advisors, Inc. 87-0319391 | 3.76M | 10.10% |
| 2021-04-09 | Voting Shares Irrevocable Trust | 3.59M | 12.29% |
| 2021-03-25 | Sanford Energy, Inc. | 3.83M | 9.10% |
| 2021-03-25 | Argonaut Holdings, L.L.C. | 4.99M | 11.50% |
| 2021-03-25 | ARG Private Equity, LLC | 4.99M | 11.50% |
| 2021-03-25 | Robert A. Waldo | 5.06M | 11.60% |
| 2021-03-25 | George B. Kaiser | 4.99M | 11.50% |
| 2021-02-16 | 52-0556948 | 4.32M | 14.70% |
| 2021-02-16 | Alger Group Holdings, LLC | 1.99M | 6.82% |
| 2021-02-16 | 13-3017981 | 1.99M | 6.82% |
| 2021-02-16 | 52-0556948 | 4.32M | 14.70% |
| 2021-02-16 | Alger Group Holdings, LLC | 1.99M | 6.82% |
| 2021-02-16 | 13-3017981 | 1.99M | 6.82% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 1.54M | 5.27% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 1.54M | 5.27% |
| 2021-02-02 | (1) BlackRock, Inc. | 1.7M | 5.80% |
| 2021-01-19 | JPMORGAN CHASE & CO.13-2624428 | 1.85M | 6.30% |
| 2020-11-10 | Wellington Investment Advisors Holdings LLP | 2.94M | 10.04% |
| 2020-11-10 | Wellington Management Group LLP | 2.94M | 10.04% |
| 2020-11-10 | Wellington Investment Advisors Holdings LLP | 2.94M | 10.04% |
| 2020-11-10 | Wellington Management Company LLP | 2.77M | 9.49% |
| 2020-11-10 | Wellington Group Holdings LLP | 2.94M | 10.04% |
| 2020-11-10 | Wellington Management Group LLP | 2.94M | 10.04% |
| 2020-11-10 | Wellington Management Company LLP | 2.77M | 9.49% |
| 2020-11-10 | Wellington Group Holdings LLP | 2.94M | 10.04% |
| 2020-10-13 | FMR LLC | 7.21M | 24.68% |
| 2020-10-13 | FMR LLC | 7.21M | 24.68% |
| 2020-10-13 | 52-0556948 | 4.31M | 14.70% |
| 2020-10-13 | 52-0556948 | 4.31M | 14.70% |
| 2020-09-22 | Sanford Energy, Inc. | 3.83M | 11.60% |
| 2020-09-22 | Argonaut Holdings, L.L.C. | 6.43M | 18.00% |
| 2020-09-22 | Robert A. Waldo | 6.5M | 18.20% |
| 2020-09-22 | George B. Kaiser | 6.43M | 18.00% |
| 2020-09-22 | Argonaut Holdings, L.L.C. | 6.43M | 18.00% |
| 2020-09-22 | Sanford Energy, Inc. | 3.83M | 11.60% |
| 2020-09-22 | George B. Kaiser | 6.43M | 18.00% |
| 2020-09-22 | Argonaut Private Equity, L.L.C. | 6.43M | 18.00% |
| 2020-09-22 | Robert A. Waldo | 6.5M | 18.20% |
| 2020-09-22 | Argonaut Private Equity, L.L.C. | 6.43M | 18.00% |
STEP Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47.72 | 80.3M | $3.83B | $1.12B | $1.31B | $4.02B |
| 2025-03-31 | $52.23 | 71.14M | $3.72B | $289.3M | $382.79M | $3.81B |
| 2024-03-31 | $34.83 | 63.49M | $2.21B | $181.59M | $268.56M | $2.3B |
| 2023-03-31 | $24.27 | 61.88M | $1.5B | $128.56M | $219.58M | $1.59B |
| 2022-03-31 | $33.06 | 49.83M | $1.65B | $116.39M | $133.84M | $1.66B |
| 2021-03-31 | $35.27 | 29.66M | $1.05B | $179.89M | -$ | $866.14M |
| 2020-03-31 | $25.00 | 26.61M | $665.31M | $89.94M | $143.14M | $718.52M |
| 2019-03-31 | $25.00 | 29.24M | $730.94M | $40.62M | $160.8M | $851.12M |
| 2018-03-31 | $25.00 | 29.24M | $730.94M | $106.3M | $9.86M | $634.51M |
| 2017-03-31 | $25.00 | 29.24M | $730.94M | -$ | -$ | $730.94M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41.36 | 82M | $3.39B | $201.17M | $387.36M | $3.58B |
| 2026-03-31 | $47.72 | 80.3M | $3.83B | $1.12B | $1.31B | $4.02B |
| 2025-12-31 | $64.17 | 79.47M | $5.1B | $377.45M | $376.74M | $5.1B |
| 2025-09-30 | $65.31 | 78.56M | $5.13B | $366.18M | $379.38M | $5.14B |
| 2025-06-30 | $55.50 | 77.85M | $4.32B | $244.13M | $382.08M | $4.46B |
| 2025-03-31 | $52.23 | 75.98M | $3.97B | $289.3M | $382.79M | $4.06B |
| 2024-12-31 | $57.88 | 73.69M | $4.27B | $278.78M | $281.12M | $4.27B |
| 2024-09-30 | $56.83 | 68.77M | $3.91B | $224.62M | $288.51M | $3.97B |
| 2024-06-30 | $45.73 | 66.19M | $3.03B | $195.44M | $290.19M | $3.12B |
| 2024-03-31 | $34.83 | 64.19M | $2.24B | $181.59M | $268.56M | $2.32B |
| 2023-12-31 | $31.83 | 63.21M | $2.01B | $173.56M | $242.15M | $2.08B |
| 2023-09-30 | $31.58 | 62.86M | $1.99B | $176.12M | $242.7M | $2.05B |