Welcome to our dedicated page for Stepstone Group SEC filings (Ticker: STEP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
StepStone Group Inc. filings document formal disclosures for a Delaware public company operating in private markets investment management, advisory services, and data services. Its Form 8-K reports include results-of-operations releases and material corporate governance events affecting the company’s charter and security-holder rights.
Proxy and annual meeting materials cover director elections, stockholder voting matters, governance proposals, amendments to the certificate of incorporation, officer liability provisions permitted under Delaware law, and related technical or conforming charter changes. These filings provide the regulatory record for StepStone’s public-company governance, voting mechanics, and reported financial announcements.
StepStone Group Inc. director and Co‑Chief Operating Officer Jose A. Fernandez reported planned sales of Class A Common Stock held through a trust. Over June 1–3, 2026, the trust sold a total of 202,290 Class A shares in open‑market transactions at weighted average prices between $42.64 and $50.59, all executed under a Rule 10b5‑1 trading plan. Following these sales, the filing shows 16,538 Class A shares held directly and continuing indirect holdings of Class B Common Stock through a trust and Santaluz Capital Partners, LLC.
StepStone Group Inc. completed a third exchange transaction to acquire additional equity in its real estate, real assets and private debt subsidiaries. The company and its partnership bought approximately 5% more of each Asset Class Entity, bringing their ownership in SRE, SRA and SPD to about 65% each.
As consideration, they paid about $10 million in cash (about $11 million before adjustments), issued 972,685 shares of Class A common stock, and 2,438,273 Class D Units of StepStone Group LP. These securities were issued in private, unregistered transactions relying on exemptions under Sections 4(a)(2) and 3(a)(9) of the Securities Act.
STEP submitted a Form 144 notice reporting the proposed sale of common stock. The filing lists 200,000 Founders Shares with a 03/31/2026 date and 2,290 Restricted Stock Units with a 02/14/2026 date.
The filing names a broker-dealer and provides a filing date of 06/01/2026. The notice documents securities intended for resale under Rule 144; timing and proceeds details are not included in the excerpt.
StepStone Group Inc. describes itself as a global private markets investment firm providing customized investment solutions, advisory and data services across private equity, infrastructure, private debt and real estate.
As of March 31, 2026, the firm was responsible for approximately $885 billion of total capital, including $233 billion of assets under management (AUM) and $652 billion of assets under advisement (AUA). Management and advisory fees grew from $285 million in fiscal 2021 to $926 million in fiscal 2026, a 27% compounded annual growth rate, supported by long-duration SMAs and focused commingled funds.
StepStone highlights $40.1 billion of committed but undeployed fee-earning capital, over $2,037 million of accrued carried interest allocations, and a diversified base of 528 revenue-generating programs with no single client contributing more than 5% of management and advisory fees. The firm also emphasizes its 31-office global footprint, proprietary SPI by StepStone data and technology platform, responsible investment framework and expanding private wealth and data monetization strategies.
StepStone Group Inc. reported rapid growth in fee-based business but a large GAAP loss for fiscal 2026. For the year ended March 31, 2026, total revenues rose to $1,993.6 million from $1,174.8 million, driven by a 21% increase in management and advisory fees to $926.5 million and a 162% jump in total performance fees to $1,067.1 million.
Despite this, net loss attributable to StepStone Group Inc. widened to $535.8 million, heavily influenced by $1,742.1 million of equity-based compensation and significant unrealized carried interest activity. Non-GAAP metrics were stronger: fee-related earnings grew 14% to $354.4 million and adjusted net income increased 8% to $264.6 million, or $2.16 per adjusted share.
Business scale continued to expand, with assets under management reaching $233.3 billion and assets under advisement $651.8 billion as of March 31, 2026, bringing total capital responsibility to $885.2 billion. The Board declared a quarterly cash dividend of $0.28 per Class A share and a supplemental dividend of $0.55 per share, both payable on June 30, 2026 to holders of record on June 15, 2026.
StepStone Group Inc: Invesco Ltd. reports beneficial ownership of 500,655 shares of Common Stock (CUSIP 85914M107), equal to 0.6% of the class as of 03/31/2026. The shares are held of record by clients of Invesco Ltd.; the filing discloses sole voting power for 463,695 shares and sole dispositive power for 500,655 shares. The Schedule 13G/A is signed by Robert R. Leveille on 05/06/2026 and names affiliated advisers Invesco Advisers, Inc. and Invesco Capital Management LLC.
StepStone Group Inc: Invesco Ltd. reports beneficial ownership of 500,655 shares of Common Stock (CUSIP 85914M107), equal to 0.6% of the class as of 03/31/2026. The shares are held of record by clients of Invesco Ltd.; the filing discloses sole voting power for 463,695 shares and sole dispositive power for 500,655 shares. The Schedule 13G/A is signed by Robert R. Leveille on 05/06/2026 and names affiliated advisers Invesco Advisers, Inc. and Invesco Capital Management LLC.
StepStone Group Inc filing reports that Vanguard Capital Management beneficially owned 4,090,444 shares of common stock, representing 5.10% of the class as of 03/31/2026. The filing states Vanguard has sole voting power for 564,488 shares and sole dispositive power for 4,090,444 shares. The disclosure attributes holdings to Vanguard Capital Management and specified Vanguard affiliates and was signed on 04/30/2026.
Vanguard Portfolio Management reported beneficial ownership of 4,545,592 shares of StepStone Group Inc common stock, representing 5.67% of the class as of 03/31/2026. The filer reports sole power to dispose of 4,545,592 shares and sole voting power for 60,657 shares. The filing states these holdings include securities held for Vanguard funds and certain clients; no single outside person holds more than 5%. The form is signed on 04/29/2026.
StepStone Group Inc. received a joint Schedule 13G/A filing reporting shared voting and dispositive power over Class A common stock by Integrated Core Strategies (US) LLC, Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander. The filing lists 6,831,317 and 7,173,424 shares held under shared power, reported as 8.5% and 9.0% respectively, and includes a Joint Filing Agreement dated April 24, 2026.
The filing clarifies that the shares are held by entities subject to voting control and investment discretion by Millennium Management LLC and related managers; the filers state this should not itself be construed as an admission of beneficial ownership. Signatures include Gil Raviv and Israel A. Englander.
StepStone Group Inc. Chief Financial Officer David Y. Park increased his direct holdings through the company’s employee stock purchase program. On March 31, 2026, he acquired 64 shares of Class A Common Stock under the Employee Stock Purchase Plan, at a price equal to 85% of the Fair Market Value on that date. Following this routine ESPP purchase, he directly owns 50,705 Class A shares.