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. reported for the three months ended June 30, 2026 total revenues of $378,889 (in thousands), slightly above the prior-year period. Recurring management and advisory fees rose to $269,171 (in thousands), driven mainly by focused commingled funds, while performance fees declined to $109,718 (in thousands) as carried interest allocations fell.
Total expenses increased to $583,699 (in thousands), led by compensation and benefits of $530,230 (in thousands), including a sharp rise in equity-based compensation to $317,277 (in thousands). Net loss attributable to StepStone Group Inc. widened to $115,816 (in thousands), or $1.41 per Class A share. Cash, cash equivalents and restricted cash fell to $703,101 (in thousands), reflecting substantial capital movements within consolidated funds. Total assets were $7,767,674 (in thousands) and total liabilities $6,528,018 (in thousands), with complex non-controlling and redeemable non-controlling interests reflecting the firm’s multi-entity private markets structure.
StepStone Group Inc. reported first-quarter fiscal 2027 results for the quarter ended June 30, 2026. Total revenues were 378,889 (in thousands), including management and advisory fees, net, of 269,171 (in thousands), while total performance fees were 109,718 (in thousands), compared with 153,114 (in thousands) a year earlier.
The company recorded a consolidated net loss of 170,366 (in thousands) and a net loss attributable to StepStone Group Inc. of 115,816 (in thousands), or 1.41 per basic and diluted Class A share, compared with 0.49 per share in the prior-year quarter. Non‑GAAP measures showed higher levels: fee revenues were 270,934 (in thousands), adjusted revenues 300,595 (in thousands), fee-related earnings 105,609 (in thousands) with a 39% FRE margin, and adjusted net income of 60,295 (in thousands), or ANI per share of 0.48.
As of June 30, 2026, StepStone was responsible for approximately 913 billion of total capital, including 245 billion of assets under management, assets under advisement of 667.9 billion and fee‑earning AUM of 153.6 billion. The Board declared a quarterly cash dividend of 0.33 per Class A share, payable September 15, 2026, to holders of record on August 31, 2026, and reported a supplemental dividend per share of 0.55.
StepStone Group Inc. received an updated ownership report from several Millennium-affiliated entities and Israel A. Englander regarding Class A common stock. Integrated Core Strategies (US) LLC reports 4,967,835 shares with shared voting and dispositive power, representing 6.0% of the class. Millennium Management LLC, Millennium Group Management LLC, and Mr. Englander each report shared voting and dispositive power over 5,619,498 shares, representing 6.8% of the Class A common stock. All report no sole voting or dispositive power. The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and other investment managers potentially controlled by Millennium Group Management LLC and Mr. Englander, and they expressly state that this ownership description should not itself be construed as an admission of beneficial ownership.
StepStone Group Inc. is calling a virtual 2026 annual stockholder meeting on September 8, 2026 to elect seven directors, ratify Ernst & Young LLP as auditor for the year ending March 31, 2027, and hold a non-binding “Say-on-Pay” vote on executive compensation.
The company has transitioned from a Nasdaq “controlled company” to a non-controlled governance structure after the Class B multi-vote “Sunset” on September 18, 2025. Each share of Class A and Class B common stock now carries one vote, and four of seven nominees are board-determined independent directors.
Independent directors receive a $200,000 annual retainer, with higher retainers for committee chairs and members, paid half in RSUs. CEO Scott W. Hart’s fiscal 2026 compensation was $6,091,776, versus median employee pay of $170,000, a pay ratio of approximately 1-to-36.
StepStone Group Inc. director and Head of Strategy Michael I. McCabe reported open-market purchases of Class A Common Stock. He bought a total of 120,000 shares on June 11, 2026 in two transactions: 23,113 shares at $42.44 per share and 96,887 shares at $41.71 per share, with prices reflecting weighted averages from multiple trades. After these trades, he directly owned 433,178 Class A shares and indirectly owned 122,209 Class A shares through Benzy LLC. His Class B Common Stock holdings were 1,906,142 shares directly and 937,416 shares indirectly via Benzy LLC.
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.