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. 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.
StepStone Group Inc. director and Co-Chief Operating Officer Jose A. Fernandez, through a trust, converted 200,000 Class B Units of StepStone Group LP into 200,000 shares of Class A Common Stock on March 31, 2026. In connection with this exchange, 200,000 shares of Class B Common Stock were automatically redeemed and cancelled. Following the transactions, the trust holds 200,000 shares of Class A Common Stock and 3,016,601 shares of Class B Common Stock indirectly, while an affiliated entity, Santaluz Capital Partners, LLC, holds 1,605,500 Class B Units and a corresponding 1,605,500 Class B Common Stock, and Fernandez also holds 18,828 shares of Class A Common Stock directly.
StepStone Group Inc — The Vanguard Group filed Amendment No. 7 to a Schedule 13G/A stating it beneficially owns 0 shares of StepStone common stock (0%). The filing explains an internal realignment and disaggregation under SEC Release No. 34-39538, which led certain Vanguard subsidiaries or divisions to report separately. The amendment lists Vanguard's address and cites that no other person has an interest over 5%. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Keck Thomas reported acquisition or exercise transactions in this Form 4 filing.
StepStone Group Inc. director Thomas Keck reported a compensation-related grant of 7,152 shares of Class A Common Stock. These shares were issued under StepStone’s 2020 Long Term Incentive Plan pursuant to an award of restricted stock units.
The award vests in four equal annual installments on February 14, 2027, 2028, 2029 and 2030, contingent on Keck’s continued employment through each vesting date. After this grant, he holds 21,118 Class A shares directly, along with additional indirect holdings of Class A and Class B shares through trusts and related entities.