StepStone Group Inc. has 16 Schedule 13D or 13G filings on record since 2025-08-06. 8 holders' latest filing reports 5% or more of class a common stock, par value $0.001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 7.3% | 5,723,073 | SCHEDULE 13G, 2025-11-12 | 2025-09-30 |
| Millennium Management LLC | 6.8% | 5,619,498 | SCHEDULE 13G/A, 2026-07-31 | 2026-06-30 |
| Monte M. Brem | 6% | 2,276,888 | SCHEDULE 13D/A, 2025-09-18 | 2025-09-18 |
| Jose A. Fernandez | 6% | 5,033,311 | SCHEDULE 13D, 2025-09-18 | 2025-09-18 |
| Vanguard Portfolio Management | 5.67% | 4,545,592 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| T. Rowe Price Associates, Inc. | 5.6% | 4,378,783 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Thomas Keck | 5.2% | 4,299,538 | SCHEDULE 13D, 2025-09-18 | 2025-09-18 |
| Vanguard Capital Management | 5.1% | 4,090,444 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| ARG Private Equity, LLC | 4.3% | 3,662,708 | SCHEDULE 13D/A, 2026-01-08 | 2026-01-06 |
| James Lim | 4% | 3,204,451 | SCHEDULE 13D/A, 2026-01-14 | 2026-01-13 |
| Fmr LLC | 3.2% | 2,432,527 | SCHEDULE 13G/A, 2025-08-06 | 2025-06-30 |
| Invesco Ltd. | 0.6% | 500,655 | SCHEDULE 13G/A, 2026-05-06 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Monte M. Brem
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: In August 2025, Mr. Fernandez entered into a 10b5-1 Plan with Morgan Stanley Smith Barney LLC, which provides for the sale of up to 211,210 shares of Class A Common Stock. All sales of shares of Class A Common Stock under the 10b5-1 Plan are subject to certain minimum price conditions.Item 4 of the SCHEDULE 13D/A filed 2025-09-18
Thomas Keck
The Reporting Person acquired, and presently holds, Class A Common Stock, Class B Common Stock and Class B Units for investment purposes. Except as otherwise described in this Schedule 13D, the Reporting Person does not currently have any plans or proposals that would result in or relate to any of the transactions or changes listed in Items 4(a) through 4(j) of Schedule 13D. However, as part of his ongoing evaluation of his investment and investment alternatives, the Reporting Person may consider such matters and, subject to applicable law, may formulate a plan with respect to such matters or make formal proposals to the Board of Directors of the Issuer, other stockholders of the Issuer or other third parties regarding such matters. The Reporting Person reserves the right to acquire additional securities of the Issuer in the open markets, in privately negotiated transactions (which may be with the Issuer or with third parties) or otherwise, to dispose of all or a portion of his holdings of securities of the Issuer or to change his intention with respect to any or all of the matters referred to in this Item 4. In addition, because the Reporting Person is a member of the Board of Directors of the Issuer, the Reporting Person may, from time to time, be involved in discussions which relate to one or more of the matters described in this Item 4. The Reporting Person disclaims any obligation to report on any plans or proposals with respect to the matters described in this Item 4 …The first part of Item 4 of the SCHEDULE 13D filed 2025-09-18; the filing has the rest
Jose A. Fernandez
The Reporting Person acquired, and presently holds, Class A Common Stock, Class B Common Stock and Class B Units for investment purposes. In August 2025, Mr. Fernandez entered into a 10b5-1 Plan with Morgan Stanley Smith Barney LLC, which provides for the sale of up to 211,210 shares of Class A Common Stock. All sales of shares of Class A Common Stock under the 10b5-1 Plan are subject to certain minimum price conditions. Except as otherwise described in this Schedule 13D, the Reporting Person does not currently have any plans or proposals that would result in or relate to any of the transactions or changes listed in Items 4(a) through 4(j) of Schedule 13D. However, as part of his ongoing evaluation of his investment and investment alternatives, the Reporting Person may consider such matters and, subject to applicable law, may formulate a plan with respect to such matters or make formal proposals to the Board of Directors of the Issuer, other stockholders of the Issuer or other third parties regarding such matters. The Reporting Person reserves the right to acquire additional securities of the Issuer in the open markets, in privately negotiated transactions (which may be with the Issuer or with third parties) or otherwise, to dispose of all or a portion of his holdings of securities of the Issuer or to change his intention with respect to any or all of the matters referred to in this Item 4. In addition, because the Reporting Person is a member of the Board of Directors of …The first part of Item 4 of the SCHEDULE 13D filed 2025-09-18; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-06 | Fmr LLC | 3.2% | SCHEDULE 13G/A |
| 2025-09-18 | Monte M. Brem | 6% | SCHEDULE 13D/A |
| 2025-09-18 | Thomas Keck | 5.2% | SCHEDULE 13D |
| 2025-09-18 | James Lim | 5.3% | SCHEDULE 13D/A |
| 2025-09-18 | Jose A. Fernandez | 6% | SCHEDULE 13D |
| 2025-11-12 | Wellington Management Group LLP | 7.3% | SCHEDULE 13G |
| 2025-11-14 | T. Rowe Price Associates, Inc. | 5.6% | SCHEDULE 13G/A |
| 2026-01-07 | The Vanguard Group | 10.67% | SCHEDULE 13G/A |
| 2026-01-08 | ARG Private Equity, LLC | 4.3% | SCHEDULE 13D/A |
| 2026-01-14 | James Lim | 4% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-27 | Millennium Management LLC | 9% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 5.67% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.1% | SCHEDULE 13G |
| 2026-05-06 | Invesco Ltd. | 0.6% | SCHEDULE 13G/A |
| 2026-07-31 | Millennium Management LLC | 6.8% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.