STEP at a glance
StepStone Group Inc. (STEP, SEC CIK 1796022) filed its latest 10-K annual report on May 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), StepStone Group Inc. (STEP) reported revenue of $2.0 billion (up 69.7% from FY2025) and a net loss of $535.8 million. Diluted EPS was -$6.78.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding StepStone Group Inc. (STEP) shares worth $1.8 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by McCabe Michael I on June 11, 2026 of 23,113 shares at $42.44 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.0B
- +69.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $1.8B · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 5.07
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- AUM $245B and AUA $668B as of June 30, 2026
- SMAs largest AUM structure at $140B; focused commingled funds $89B
- 2026 Exchange: $10M cash, 972,685 shares, and 2,438,273 Class D units
- Headwinds: volatile markets, elevated inflation and rates, slower fundraising, delayed management fees, and reduced performance fees
Risk Factors
- New stock-repurchase program authorized March 9, 2026, permitting up to $100.0 million in Class A common-stock purchases
- June repurchases totaled 469,897 shares at $40.89 per share, leaving $72.077 million authorized
- Liquidity risk from discretionary repurchases, which may reduce cash available for other corporate needs
- Equity-award tax withholding included 2,552 shares purchased outside the repurchase program
AI summary of the STEP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- All seven director nominees elected for one-year terms through the 2027 annual meeting
- Director support ranged from 87,916,634 to 100,041,871 votes, with 8,087,481 broker non-votes
Item 8.01: Other Events
- StepStone acquired another approximately 5% of SRE, SRA and SPD, increasing ownership of each to approximately 65%
- Consideration included approximately $10 million cash, 972,685 Class A shares and 2,438,273 Class D Units
AI summaries of STEP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for STEP
Don't miss the next STEP filing
- Alerts as it files. A push when STEP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut STEP, by share count.
- Ask anything. An AI agent that reads every STEP filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Park David Y | A | Sep 30, 2026 | 70 | $36.89 |
| Hoffmeister David F | A | Sep 8, 2026 | 5,616 | $50.74 |
| Mitchell Steven R | A | Sep 8, 2026 | 4,828 | $50.74 |
| Raymond Anne L | A | Sep 8, 2026 | 5,124 | $50.74 |
| Brown Valerie Gay | A | Sep 8, 2026 | 5,518 | $50.74 |
| McCabe Michael I | Buy | Jun 11, 2026 | 23,113 | $42.44 |
| McCabe Michael I | Buy | Jun 11, 2026 | 96,887 | $41.71 |
| Fernandez Jose A | Sell | Jun 3, 2026 | 2,290 | $42.64 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $711.6M | $1.2B | $2.0B |
| Net Income | $58.1M | -$179.6M | -$535.8M |
| Net Margin | 8.2% | -15.3% | -26.9% |
| Balance Sheet | |||
| Total Assets | $3.8B | $4.6B | $6.8B |
| Equity | $324.5M | $179.4M | -$413.6M |
| ROE | 17.9% | -100.1% | 129.6% |
| Per Share | |||
| EPS | - | $-2.52 | $-6.78 |
| Cash Flow | |||
| Operating CF | $161.5M | $64.9M | $66.5M |
| CapEx | $19.6M | $5.1M | $2.6M |
Source: XBRL data in StepStone Group Inc. (STEP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate STEP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.79B |
| Q1 2026 | 30 | $2.17B |
| Q4 2025 | 26 | $2.83B |
| Q3 2025 | 27 | $2.96B |
| Q2 2025 | 27 | $2.51B |
| Q1 2025 | 25 | $1.53B |
| Q4 2024 | 22 | $1.38B |
| Q3 2024 | 19 | $663.7M |
- Goldman Sachs Group+844.9K (+145%)
- Morgan Stanley+337.3K (+45%)
- T. Rowe Price Group+293.5K (+6%)
- State Street Corp+248.2K (+9%)
- Bank of America Corp+228.4K (+55%)
- Citadel Advisors LLC−1.78M (-91%)
- Millennium Management−1.55M (-22%)
- FMR LLC (Fidelity)−873.5K (-88%)
- Franklin Resources−430.4K (-44%)
- Invesco Ltd−267.3K (-53%)
- Two Sigma Investments+14.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
STEP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 10-K | May 27, 2026 | Mar 31, 2026 | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 17, 2026 | - | - |
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STEP SEC filings: frequently asked questions
Which institutions hold STEP stock?
As of June 30, 2026, the largest StepStone Group Inc. (STEP) holders among the 13F filers tracked by SignalX were BlackRock ($495.2 million), Millennium Management ($232.4 million), T. Rowe Price Group ($213.7 million), Vanguard Portfolio Management LLC ($193.3 million), Vanguard Capital Management LLC ($146.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was STEP's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), StepStone Group Inc. (STEP) reported revenue of $2.0 billion (up 69.7% from FY2025) and a net loss of $535.8 million. Diluted EPS was -$6.78. The figures come from the XBRL data in the 10-K.
What did STEP report in its latest 8-K?
StepStone Group Inc. (STEP) filed an 8-K on September 8, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). All seven director nominees elected for one-year terms through the 2027 annual meeting.
What are the latest STEP SEC filings?
StepStone Group Inc. (STEP) filed its latest 10-K annual report on May 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 1, 2026.
What is STEP's SEC CIK number?
StepStone Group Inc. (STEP)'s SEC Central Index Key (CIK) is 1796022. EDGAR lists every STEP filing under that number.
Ask anything about STEP
The research agent reads STEP's filings, financials, insider trades and 13F holders, then answers with sources.