StepStone Group Inc.
MX ˙ BMV ˙ US85914M1071
SecurityMX:STEP / StepStone Group Inc.
InstitutionCapital World Investors
Latest Disclosed Ownership3,271,525 shares
Latest Disclosed Value $ 156,117,173
Capital World Investors reports 7.02% increase in ownership of STEP / StepStone Group Inc.

On May 13, 2026 - Capital World Investors filed a 13F-HR form disclosing ownership of 3,271,525 shares of StepStone Group Inc. (MX:STEP) valued at $156,117,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,056,795 shares of StepStone Group Inc.. This represents a change in shares of 7.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F STEPSTONE GROUP COM CL A 85914M107 3,271,525 214,730 7.02 156,117 -20.41 0.0213
2026-02-11 2025-12-31 13F STEPSTONE GROUP COM CL A 85914M107 3,056,795 94,819 3.20 196,155 1.40 0.0267
2025-11-13 2025-09-30 13F STEPSTONE GROUP COM CL A 85914M107 2,961,976 102,585 3.59 193,447 21.90 0.0264
2025-08-13 2025-06-30 13F STEPSTONE GROUP COM CL A 85914M107 2,859,391 289,592 11.27 158,696 18.24 0.0231
2025-05-12 2025-03-31 13F STEPSTONE GROUP COM CL A 85914M107 2,569,799 22,427 0.88 134,221 -8.97 0.0217
2025-02-13 2024-12-31 13F STEPSTONE GROUP COM CL A 85914M107 2,547,372 -2,409 -0.09 147,442 1.75 0.0224
2024-11-13 2024-09-30 13F STEPSTONE GROUP COM CL A 85914M107 2,549,781 9,553 0.38 144,904 24.31 0.0225
2024-08-13 2024-06-30 13F STEPSTONE GROUP COM CL A 85914M107 2,540,228 0 0.00 116,571 28.40 0.0190
2024-05-14 2024-03-31 13F STEPSTONE GROUP COM CL A 85914M107 2,540,228 0 0.00 90,788 12.28 0.0150
2024-02-13 2023-12-31 13F STEPSTONE GROUP COM CL A 85914M107 2,540,228 0 0.00 80,855 0.79 0.0144
2023-11-13 2023-09-30 13F STEPSTONE GROUP COM CL A 85914M107 2,540,228 75,075 3.05 80,220 31.16 0.0159
2023-08-11 2023-06-30 13F STEPSTONE GROUP COM CL A 85914M107 2,465,153 49,853 2.06 61,160 4.33 0.0118
2023-05-15 2023-03-31 13F STEPSTONE GROUP COM CL A 85914M107 2,415,300 0 0.00 58,619 -3.61 0.0121
2023-02-14 2022-12-31 13F STEPSTONE GROUP COM CL A 85914M107 2,415,300 0 0.00 60,817 2.73 0.0130
2022-11-14 2022-09-30 13F STEPSTONE GROUP COM CL A 85914M107 2,415,300 287,800 13.53 59,199 6.90 0.0133
2022-08-15 2022-06-30 13F STEPSTONE GROUP COM CL A 85914M107 2,127,500 630,500 42.12 55,379 11.90 0.0118
2022-05-19 2022-03-31 13F/A-1 STEPSTONE GROUP COM CL A 85914M107 1,497,000 0 0.00 49,491 -20.47 0.0085
2022-05-16 2022-03-31 13F STEPSTONE GROUP COM CL A 85914M107 1,497,000 0 49,491 0.0086
2022-02-14 2021-12-31 13F STEPSTONE GROUP COM CL A 85914M107 1,497,000 0 0.00 62,230 -2.51 0.0098
2021-11-15 2021-09-30 13F STEPSTONE GROUP COM CL A 85914M107 1,497,000 0 0.00 63,832 23.95 0.0109
2021-08-16 2021-06-30 13F STEPSTONE GROUP COM CL A 85914M107 1,497,000 0 0.00 51,497 -2.47 0.0088
2021-05-14 2021-03-31 13F STEPSTONE GROUP COM CL A 85914M107 1,497,000 797,000 113.86 52,799 89.52 0.0098
2021-02-12 2020-12-31 13F STEPSTONE GROUP COM CL A 85914M107 700,000 0 0.00 27,860 49.57 0.0054
2020-11-13 2020-09-30 13F STEPSTONE GROUP COM CL A 85914M107 700,000 700,000 18,627 0.0041
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.