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STEP Stepstone Group Inc.

Financials, filed as STEPSTONE GROUP INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 0.1%
  • $34M
  • 1 reduce

In 2026 Q2 Ron Baron trimmed Stepstone Group.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Reduce 0.05%

Who owns STEP

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.05%, was 0.12% Reduce −0.2% 828,911 $34M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by STEP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All STEP insider trades
  • $5.6M bought by 2 insiders
  • $12.7M sold by 1 insider outside a trading plan
  • $25.4M sold by 2 insiders under 10b5-1 plans
  1. Michael I McCabe Head of Strategy
    Buy
    $5M 120,000 shares at $41.85 +38% to stake
    Traded Jun 11 Filed Jun 11
    ↗
  2. Jose A Fernandez COO
    Planned sale
    $9.6M 202,290 shares at $47.51 100% of stake
    Traded Jun 1–3 Filed Jun 3
    ↗
  3. Steven R Mitchell Director
    Buy
    $566K 12,793 shares at $44.23 New stake
    Traded Feb 23 Filed Feb 25
    ↗
  4. Scott W Hart CEO
    Planned sale
    $725K 10,000 shares at $72.52 100% of stake
    Traded Jan 26 Filed Jan 28
    ↗
  5. Scott W Hart CEO
    Planned sale
    $662K 10,000 shares at $66.17 50% of stake
    Traded Dec 26, 2025 Filed Dec 29, 2025
    ↗
  6. Michael I McCabe Head of Strategy
    Sale
    $12.7M 192,052 shares at $66.18
    Traded Dec 10, 2025 Filed Dec 12, 2025
    ↗
  7. Scott W Hart CEO
    Planned sale
    $617K 10,000 shares at $61.70 33% of stake
    Traded Nov 25, 2025 Filed Nov 26, 2025
    ↗
  8. Jose A Fernandez COO
    Planned sale
    $13.1M 211,210 shares at $62.12 100% of stake
    Traded Nov 11–13 Filed Nov 13, 2025
    ↗
  9. Scott W Hart CEO
    Planned sale
    $643K 10,000 shares at $64.34 25% of stake
    Traded Oct 27, 2025 Filed Oct 29, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 14 stock grants, 2 share withholdings for taxes, 1 conversion, and 1 sale back to the company.

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 3.02,8.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue -$0.068B $0.712B $1.17B $1.99B
Net income -$18.4M $58.09M -$179.56M -$535.81M
Net margin * 27.2% 8.2% -15.3% -26.9%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total assets $3.5B $3.79B $4.59B $6.76B
Total equity $771.57M $324.48M $179.36M -$413.56M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $151.18M $161.52M $64.93M $66.48M
Cash from investing -$30.81M -$47.35M -$43.48M $732.88M
Cash from financing -$108.02M -$57.98M $87.48M $37.44M
Net change in cash $12.07M $52.8M $107.49M $829.2M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.