undamentalytics Newsletter

Stepstone Group Inc.: which funds bought and sold

Institutions that bought and sold Stepstone Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 175 institutions that filed 13F reports for both quarters added to or opened positions in Stepstone Group, and 110 cut or closed them. Together they sold a net 2.3M shares, −2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.0M shares (−5.2%); index fund managers were net buyers of 756K shares (+2.8%). 50 opened a new position and 40 sold out entirely.

Bought, Q2 2026 175 institutions, 50 of them new holders Sold, Q2 2026 110 institutions, 40 of them sold out
Net change, all compared −2.3M shares (−2.8%)
Net change, active managers −2.0M shares (−5.2%), 30 bought, 24 sold

Buyers versus sellers

institutions compared, 307
Active managers and hedge funds 30 bought · 24 sold · −2.0M
Index fund managers 8 bought · 3 sold · +756K
Other institutions 137 bought · 83 sold · −1.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc +845K +144.8% 1.4M $59.1M
Point72 Asset Management, L.P. Hedge fund +818K +437.1% 1.0M $41.6M
Advent International, L.P. +563K +468.9% 683K $28.3M
Westfield Capital Management Co LP Active manager +551K +46.8% 1.7M $71.5M
Capital Research Global Investors Active manager +437K +55.0% 1.2M $51M
Samlyn Capital, LLC Hedge fund +374K +41.7% 1.3M $52.5M
Morgan Stanley +337K +45.2% 1.1M $44.8M
Marshall Wace, LLP Hedge fund +302K New position 302K $12.5M
Price T Rowe Associates Inc Active manager +293K +6.0% 5.2M $214M
Woodline Partners LP Hedge fund +263K +129.4% 467K $19.3M
Schonfeld Strategic Advisors LLC Hedge fund +262K +150.2% 437K $18.1M
State Street Corp Index funds +248K +8.6% 3.1M $129M
Bank Of America Corp +228K +55.1% 643K $26.6M
Junto Capital Management LP Hedge fund +223K +26.1% 1.1M $44.6M
Ceredex Value Advisors LLC +220K New position 220K $9.1M
Arrowstreet Capital, Limited Partnership Hedge fund +190K New position 190K $7.9M
Vanguard Portfolio Management LLC Index funds +189K +4.2% 4.7M $193M
Nuveen, LLC +189K +63.0% 488K $20.2M
Trexquant Investment LP Hedge fund +153K +207.9% 227K $9.4M
Blackrock, Inc. Index funds +145K +1.2% 12.0M $495M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Pitcairn Wealth Advisors LLC −4.0M Sold out 0 —
Citadel Advisors LLC Hedge fund −1.8M −90.7% 183K $7.6M
Millennium Management LLC Hedge fund −1.6M −21.7% 5.6M $232M
FMR LLC Active manager −874K −87.8% 122K $5M
Capital World Investors Active manager −748K −22.8% 2.5M $104M
Franklin Resources Inc Active manager −430K −44.0% 547K $22.6M
SG Americas Securities, LLC −402K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −313K −21.9% 1.1M $46M
Invesco Ltd. −267K −53.4% 233K $9.6M
Granahan Investment Management, LLC −212K Sold out 0 —
Fred Alger Management, LLC Active manager −152K −29.7% 360K $14.9M
Jain Global LLC Hedge fund −93K Sold out 0 —
AQR Capital Management LLC Hedge fund −83K −53.9% 71K $2.9M
Voloridge Investment Management, LLC Hedge fund −75K −17.2% 359K $14.8M
Neuberger Berman Group LLC Active manager −65K −81.9% 14K $591,820
Congress Asset Management Co Active manager −63K Sold out 0 —
First Trust Advisors LP −58K −58.4% 41K $1.7M
Tudor Investment Corp Et Al Hedge fund −55K Sold out 0 —
Kingsview Wealth Management, LLC −54K Sold out 0 —
Wellington Management Group LLP Active manager −50K −1.0% 5.2M $215M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Marshall Wace, LLPHedge fund 302K $12.5M
Ceredex Value Advisors LLC 220K $9.1M
Arrowstreet Capital, Limited PartnershipHedge fund 190K $7.9M
George Kaiser Family Foundation 124K $5.1M
Ibex Wealth Advisors 122K $5M
Qube Research & Technologies LtdHedge fund 117K $4.8M
Y-Intercept (Hong Kong) Ltd 85K $3.5M
Man Group PLCHedge fund 40K $1.6M
Natixis 35K $1.4M
Twinbeech Capital LP 30K $1.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Pitcairn Wealth Advisors LLC 4.0M $259M
SG Americas Securities, LLC 402K $19.2M
Granahan Investment Management, LLC 212K $10.1M
Jain Global LLCHedge fund 93K $4.4M
Congress Asset Management CoActive manager 63K $3M
Tudor Investment Corp Et AlHedge fund 55K $2.6M
Kingsview Wealth Management, LLC 54K $2.6M
Public Employees Retirement System Of Ohio 48K $2.3M
Susquehanna Fundamental Investments, LLC 38K $1.8M
Walleye Capital LLCHedge fund 34K $1.6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
272
Ten largest holders
57.3%
of 13F-reported shares
Index fund managers
34.5%
of 13F-reported shares
Active managers and hedge funds
45.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 24 8 5 −2.0M −5.2%
Index fund managers 8 3 0 1 +756K +2.8%
Other institutions 137 83 42 34 −1.1M −6.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Stepstone Group Inc. · Insiders · Politicians