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.
Hart Scott W reported acquisition or exercise transactions in this Form 4 filing.
StepStone Group Inc. Chief Executive Officer Scott W. Hart reported an equity award of 27,722 shares of Class A Common Stock. The shares were issued as restricted stock units for no cash payment under StepStone’s 2020 Long Term Incentive Plan.
The award vests in four equal annual installments on each of February 14, 2027, 2028, 2029 and 2030, contingent on his continued employment through each vesting date. After this grant, Hart directly holds 78,605 Class A shares and indirectly holds 3,061,782 Class B shares through a trust.
StepStone Group Inc. Chief Financial Officer David Y. Park reported two equity awards of Class A Common Stock as compensation. He acquired 9,814 shares and 22,178 shares at a price of $0.00 per share, increasing his direct holdings to 50,641 shares.
According to the footnote, these shares were issued pursuant to an award of restricted stock units under the company’s 2020 Long Term Incentive Plan. The award vests in equal annual installments on February 14, 2027, 2028, 2029 and 2030, subject to his continued employment through each vesting date.
McCabe Michael I reported acquisition or exercise transactions in this Form 4 filing.
StepStone Group Inc. director and Head of Strategy Michael I. McCabe received an equity award of 7,152 shares of Class A Common Stock. The shares were issued as restricted stock units under StepStone’s 2020 Long Term Incentive Plan.
The award vests in four equal annual installments on February 14, 2027, 2028, 2029 and 2030, conditioned on McCabe’s continued employment through each vesting date. After this grant, he directly holds 313,178 Class A shares, with additional direct and indirect holdings reported in both Class A and Class B stock.
Fernandez Jose A reported acquisition or exercise transactions in this Form 4 filing.
StepStone Group Inc. director and Co-Chief Operating Officer Jose A. Fernandez received an equity grant of 7,152 shares of Class A Common Stock as a stock award. The award was issued at $0.00 per share as part of his compensation.
These shares were granted pursuant to the company’s 2020 Long Term Incentive Plan and will vest in four equal annual installments on February 14 of 2027, 2028, 2029 and 2030, subject to continued employment. Following this grant, Fernandez directly holds 18,828 Class A shares and has indirect holdings of Class B shares through a trust and Santaluz Capital Partners, LLC.
Ment Jason P reported acquisition or exercise transactions in this Form 4 filing.
StepStone Group Inc. President & Co-COO Jason P. Ment reported receiving an equity award in the form of restricted stock units for 15,525 shares of Class A Common Stock at no purchase price. This is a compensation-related grant, not an open-market transaction.
The award was made under StepStone’s 2020 Long Term Incentive Plan and will vest in four equal annual installments on February 14, 2027, 2028, 2029 and 2030, provided he remains employed through each vesting date. After this grant, he directly holds 49,680 Class A shares and a separate line reflects 1,128,249 Class B shares as a reported holding.
StepStone Group Inc. director Mitchell Steven R reported open-market purchases of Class A common stock. On a single date, he bought a total of 12,793 shares, with his direct holdings increasing to 12,793 shares after these transactions.
StepStone Group Inc.'s Chief Accounting Officer, Anthony Keathley, reported a tax-related share disposition. On February 14, 2026, 296 shares of Class A common stock were withheld by the company at a price of $56.76 per share to satisfy tax withholding obligations tied to the release of 981 vested restricted stock units. After this tax-withholding disposition, Keathley directly held 1,928 shares of Class A common stock.
StepStone Group Inc.’s Chief Financial Officer David Y. Park reported a tax-withholding share disposition tied to equity compensation. On February 14, 2026, 3,480 shares of Class A common stock were withheld by the company at $56.76 per share to cover tax obligations from the release of 6,640 vested restricted stock units. Following this non-market transaction, Park directly beneficially owned 18,649 Class A shares.
StepStone Group Inc. reports sharply higher revenue but remains unprofitable for the quarter and year-to-date. For the three months ended December 31, 2025, total revenues rose to $586.5 million from $339.0 million, driven mainly by performance fees and higher management and advisory fees.
Nine-month revenues increased to $1.41 billion from $797.1 million, yet heavy compensation costs led to a net loss attributable to StepStone of $123.5 million for the quarter and $528.0 million year-to-date, both larger than prior-year losses.
Accrued carried interest allocations rose to $1.84 billion, but related compensation liabilities also grew, contributing to total liabilities of $4.72 billion. StepStone Group Inc. stockholders’ equity turned negative at $(378.8) million, while total equity fell to $339.7 million. Cash from operating activities was positive at $89.7 million for the nine months, with cash and cash equivalents of $266.1 million and total cash, equivalents and restricted cash of $378.0 million at period end.
StepStone Group Inc. filed a current report stating that on February 5, 2026 it issued a press release announcing financial results for its third fiscal quarter ended December 31, 2025. The press release is furnished as Exhibit 99.1 under Item 2.02 and is not deemed filed for liability purposes.