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StepStone Group Inc. (STEP) SEC Filings

STEP NASDAQ

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.

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StepStone Group Inc. Chief Financial Officer David Y. Park acquired 70 shares of Class A Common Stock through the Employee Stock Purchase Plan on September 30, 2026, at $36.89 per share. His reported direct holdings after the transaction were 50,775 shares. The plan price was 85% of the lower closing sales price on the first or last trading day of the six-month offering period.

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StepStone Group Inc. (symbol: STEP) is the issuer of record for a Form 4 filing submitted to the SEC. Mitchell Steven R reported acquisition or exercise transactions in this Form 4 filing.

StepStone Group Inc. (STEP) director Mitchell Steven R received an equity award of 4,828 shares of Class A Common Stock on September 8, 2026, as compensation for his service on the board. The shares were issued pursuant to restricted stock units that vest in full on the earlier of the first anniversary of the grant date or the company’s next annual meeting of stockholders, subject to his continued service. Following this grant, he holds 17,621 shares of Class A Common Stock directly.

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StepStone Group Inc. (symbol: STEP) is the issuer of record for a Form 4 filing submitted to the SEC. Brown Valerie Gay reported acquisition or exercise transactions in this Form 4 filing.

StepStone Group Inc. (STEP) reported that director Valerie Gay Brown received an award of 5,518 shares of Class A Common Stock on September 8, 2026, as compensation for her board service, pursuant to restricted stock units. The award vests in full on the earlier of the first anniversary of the grant date or StepStone’s next annual meeting of stockholders, subject to her continued service. Following this award, she holds 12,235 Class A shares directly and 15,322 shares indirectly through a trust.

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StepStone Group Inc. (symbol: STEP) is the issuer of record for a Form 4 filing submitted to the SEC. Hoffmeister David F reported acquisition or exercise transactions in this Form 4 filing.

StepStone Group Inc. (STEP) director David F. Hoffmeister received an award of 5,616 shares of Class A Common Stock on September 8, 2026, issued pursuant to restricted stock units as compensation for his board service. The award vests in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders, subject to his continued service.

Following this grant, he holds 19,550 Class A shares directly and 39,536 Class A shares indirectly through Sentinel Point Partners Inc. No Rule 10b5-1 trading plan is reported for this transaction.

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StepStone Group Inc. (symbol: STEP) is the issuer of record for a Form 4 filing submitted to the SEC.

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StepStone Group Inc. (STEP) reported the results of its 2026 Annual Meeting of Stockholders held on September 8, 2026. Stockholders elected seven directors to one-year terms, ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending March 31, 2027, and approved, on an advisory basis, executive compensation.

As of the July 14, 2026 record date, there were 82,288,907 Class A and 38,387,761 Class B shares outstanding, for 120,676,668 total votes eligible. Shares entitled to cast 108,711,940 votes were represented. Support levels for director nominees and proposals were high, with each director receiving over 87.9 million “for” votes and Say-on-Pay receiving approximately 94.9 million “for” votes.

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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.

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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.

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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.

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FAQ

How many StepStone Group (STEP) SEC filings are available on StockTitan?

StockTitan tracks 68 SEC filings for StepStone Group (STEP), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for StepStone Group (STEP)?

The most recent SEC filing for StepStone Group (STEP) was filed on October 1, 2026.