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The company

StepStone Group Inc.

STEP · Nasdaq

FinancialsCapital Markets & Asset ManagementNot moving yet

STEP stood above a rising 150-day average in 15 of the last 52 weekly readings, and has been out of that trend for the last 37 weeks. It is 11.3% below that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 37
Industry in uptrend: 23% -14 in 4 wk
Insider buys, 12 months: $11.2M
Insider sales, 12 months: $48.4M
Officials’ trades on record: 1
Institutions holding: 258 (+14)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 15 of 52 weeks.

20 Apr – 19 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 0, Senate 0, executive 1; 1 people.

Who	Did	Amount	Traded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	bought	$15k–$50k	31 Aug 2026filed 8 Oct 2026

Insiders

Buy orders, 12 months2

Sale orders, 12 months11

Buyers · sellers2 · 3

Who	Did	Shares	Traded
Michael I. McCabeHead of Strategy	bought	96,887at $41.71	11 Jun 2026filed 11 Jun 2026
Michael I. McCabeHead of Strategy	bought	23,113at $42.44	11 Jun 2026filed 11 Jun 2026
Jose A. FernandezCo-Chief Operating Officer	sold	2,290at $42.64	3 Jun 2026filed 3 Jun 2026
Jose A. FernandezCo-Chief Operating Officer	sold	85,200at $46.41	2 Jun 2026filed 3 Jun 2026
Jose A. FernandezCo-Chief Operating Officer	sold	14,800at $47.33	2 Jun 2026filed 3 Jun 2026
Jose A. FernandezCo-Chief Operating Officer	sold	28,324at $47.90	1 Jun 2026filed 3 Jun 2026
Jose A. FernandezCo-Chief Operating Officer	sold	56,176at $48.57	1 Jun 2026filed 3 Jun 2026
Jose A. FernandezCo-Chief Operating Officer	sold	12,117at $49.78	1 Jun 2026filed 3 Jun 2026
Jose A. FernandezCo-Chief Operating Officer	sold	3,383at $50.59	1 Jun 2026filed 3 Jun 2026
Steven R. MitchellDirector	bought	1,200at $44.65	23 Feb 2026filed 25 Feb 2026
Steven R. MitchellDirector	bought	86at $44.33	23 Feb 2026filed 25 Feb 2026
Steven R. MitchellDirector	bought	11,507at $44.18	23 Feb 2026filed 25 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders258+14 on the quarter

New · exited57 · 43

Reported value$3.1B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	11,972,263$495.2M	+145,075+1.2%
MILLENNIUM MANAGEMENT LLCreduced · filed 14 Aug 2026	5,619,498$232.4M	-1,553,926−21.7%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026	5,189,963$214.7M	-50,110−1.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	4,674,073$193.3M	+189,138+4.2%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	3,550,308$146.8M	+24,352+0.7%
STATE STREET CORPadded · filed 7 Aug 2026	3,117,991$129.0M	+248,229+8.6%
Capital World Investorsreduced · filed 12 Aug 2026	2,524,018$104.4M	-747,507−22.8%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	2,016,372$83.4M	+65,013+3.3%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCadded · filed 12 Aug 2026	1,930,015$79.8M	+15,538+0.8%
WESTFIELD CAPITAL MANAGEMENT CO LPadded · filed 12 Aug 2026	1,729,424$71.5M	+551,453+46.8%