Stepan Company
US ˙ NYSE ˙ US8585861003

SecuritySCL / Stepan Company
InstitutionCresset Asset Management, LLC
Latest Disclosed Ownership223,103 shares
Latest Disclosed Value $ 11,150,688
Cresset Asset Management, LLC reports 0.02% increase in ownership of SCL / Stepan Company

On May 15, 2026 - Cresset Asset Management, LLC filed a 13F-HR form disclosing ownership of 223,103 shares of Stepan Company (US:SCL) valued at $11,150,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 223,056 shares of Stepan Company. This represents a change in shares of 0.02% during the quarter. The current value of the position is $11,440,722 USD.

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)
2026-05-15 2026-03-31 13F STEPAN COM 858586100 223,103 47 0.02 11,151 5.56 0.0482
2026-02-17 2025-12-31 13F STEPAN COM 858586100 223,056 0 0.00 10,564 -0.71 0.0445
2026-01-22 2025-09-30 13F/A-1 STEPAN COM 858586100 223,056 23,124 11.57 10,640 -2.50 0.0463
2025-11-12 2025-09-30 13F STEPAN COM 858586100 223,294 23,362 10,651 0.0401
2026-01-22 2025-06-30 13F/A-1 STEPAN COM 858586100 199,932 232 0.12 10,912 -0.72 0.0542
2025-08-13 2025-06-30 13F STEPAN COM 858586100 200,046 346 10,919 0.0473
2025-05-13 2025-03-31 13F STEPAN COM 858586100 199,700 27 0.01 10,991 -14.92 0.0548
2025-02-14 2024-12-31 13F STEPAN COM 858586100 199,673 24,566 14.03 12,919 -4.50 0.0617
2024-11-14 2024-09-30 13F STEPAN COM 858586100 175,107 74,498 74.05 13,527 60.14 0.0521
2024-08-14 2024-06-30 13F STEPAN COM 858586100 100,609 100,609 8,447 0.0355
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.