Stock Fundamentals

Company Information

Company Name
Stepstone Group Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NASDAQ
ISIN: US85914M1071
CIK: 0001796022
CUSIP: 85914M107
Currency: USD
Full Time Employees: 1,275
Phone: 212 351 6100
Fiscal Year End: March
IPO Date: Sep 16, 2020
Description:

StepStone Group Inc. is a private equity and venture capital firm specializing in primary, direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. The firm seeks to make minority and majority investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, South Korea, Europe, Australia and Asia.

Address:

277 Park Avenue, New York, NY, United States, 10172

Directors & Officers

Name Title Year Born
Mr. Monte M. Brem J.D. Co-Founder & Executive Chairman 1968

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 10.27M Sep 30, 2025 12.82% $0.01 8.76%
Vanguard Group Inc 8.45M Dec 31, 2025 10.54% $0.01 9.43%
Wellington Management Company LLP 6.23M Dec 31, 2025 7.77% $0.07 8.82%
T. Rowe Price Associates, Inc. 4.38M Sep 30, 2025 5.46% $0.03 -27.72%
Amvescap Plc. 4.14M Sep 30, 2025 5.16% $0.04 2.36%
Millennium Management LLC 3.89M Sep 30, 2025 4.86% $0.11 -11.44%
Capital World Investors 2.96M Sep 30, 2025 3.70% $0.03 3.59%
State Street Corp 2.76M Sep 30, 2025 3.44% $0.01 8.69%
JPMorgan Chase & Co 2.75M Sep 30, 2025 3.43% $0.01 84.87%
T. Rowe Price Investment Management,Inc. 1.79M Sep 30, 2025 2.23% $0.07 -23.32%
Geode Capital Management, LLC 1.72M Sep 30, 2025 2.15% $0.01 8.76%
Citadel Advisors Llc 1.51M Sep 30, 2025 1.88% $0.02 -20.26%
AllianceBernstein L.P. 1.22M Sep 30, 2025 1.52% $0.03 3.19%
Franklin Resources Inc 1.17M Sep 30, 2025 1.47% $0.02 4.60%
FMR Inc 1.03M Dec 31, 2025 1.29% $0.00 -43.74%
Wasatch Advisors LP 917.46K Dec 31, 2025 1.14% $0.35 -19.03%
Fred Alger Management, LLC 906.07K Dec 31, 2025 1.13% $0.23 5.31%
Atlantic Trust Group, LLC 899.55K Dec 31, 2025 1.12% $0.10 -3.72%
Capital Research Global Investors 794.88K Sep 30, 2025 0.99% $0.01 0.00%
Westfield Capital Management Company, L.P. 786.50K Dec 31, 2025 0.98% $0.21 1.00%

Shares Statistics

Shares Outstanding: 80.14M
Shares Float: 71.48M
% Insiders: 943.10%
% Institutions: 10,113.20%
Short % Float: 5.39%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 10.27M 12.82% ▲ 8.76% Sep 30, 2025
2 Vanguard Group Inc 8.45M 10.54% ▲ 9.43% Dec 31, 2025
3 Wellington Management Company LLP 6.23M 7.77% ▲ 8.82% Dec 31, 2025
4 T. Rowe Price Associates, Inc. 4.38M 5.46% ▼ 27.72% Sep 30, 2025
5 Amvescap Plc. 4.14M 5.16% ▲ 2.36% Sep 30, 2025
6 Millennium Management LLC 3.89M 4.86% ▼ 11.44% Sep 30, 2025
7 Capital World Investors 2.96M 3.70% ▲ 3.59% Sep 30, 2025
8 State Street Corp 2.76M 3.44% ▲ 8.69% Sep 30, 2025
9 JPMorgan Chase & Co 2.75M 3.43% ▲ 84.87% Sep 30, 2025
10 T. Rowe Price Investment Management,Inc. 1.79M 2.23% ▼ 23.32% Sep 30, 2025

Valuation Metrics

Enterprise Value: $3.47B
Trailing P/E: 0.00
Forward P/E: 16.67

Financial Highlights

Market Cap: $5.42B
EBITDA: $-963.21M
Book Value: $-4.73
Dividend/Share: $1.04
Dividend Yield: 2.29%
Earnings/Share: $-6.92
Profit Margin: -30.66%
Operating Margin: -37.71%
ROA (TTM): -13.15%
ROE (TTM): -65.12%
Revenue (TTM): $1.78B
Revenue/Share (TTM): $22.87
Earnings Growth (YOY): -38.50%
Revenue Growth (YOY): 73.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-03-31 1.01x 1.50x 0.61x -19.74x -1.31x
2024-03-31 0.98x 0.46x 0.51x 18.41x 0.59x
2023-03-31 0.88x 0.25x 0.53x -0.12x 19.33x
2022-03-31 0.74x 0.08x 0.56x 406.43x 0.12x
2021-03-31 1.79x 0.00x 0.50x 44.59x 0.00x
2020-03-31 2.11x 0.76x 0.65x 14.88x 0.99x
2019-03-31 1.96x 1.25x 0.70x 6.47x 2.02x
2018-03-31 2.28x 0.31x 0.70x 89.32x 1.59x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 26, 2026 Scott W Hart N/A Sale 10.00K $72.52 $725.20K
Dec 26, 2025 Scott W Hart N/A Sale 10.00K $66.17 $661.70K
Dec 10, 2025 Michael I Mccabe N/A Sale 117.84K $66.20 $7.80M
Dec 10, 2025 Michael I Mccabe N/A Sale 74.21K $66.14 $4.91M
Nov 25, 2025 Scott W Hart N/A Sale 10.00K $61.70 $617.00K
Nov 13, 2025 Jose A Fernandez N/A Sale 70.40K $62.30 $4.39M
Nov 11, 2025 Jose A Fernandez N/A Sale 70.40K $61.41 $4.32M
Oct 27, 2025 Scott W Hart N/A Sale 10.00K $64.34 $643.40K
Sep 25, 2025 Scott W Hart N/A Sale 10.00K $64.70 $647.00K
Sep 11, 2025 David Y Park N/A Sale 1.00K $63.26 $63.26K
Aug 25, 2025 Scott W Hart N/A Sale 10.00K $61.44 $614.40K
Jul 25, 2025 Scott W Hart N/A Sale 10.00K $61.28 $612.80K
Jul 10, 2025 Scott W Hart N/A Sale 10.00K $60.29 $602.90K
Jun 12, 2025 Michael I Mccabe N/A Sale 67.72K $56.54 $3.83M
May 28, 2025 Jason P Ment N/A Sale 55.61K $60.71 $3.38M
May 28, 2025 Michael I Mccabe N/A Sale 199.74K $59.92 $11.97M
May 28, 2025 Michael I Mccabe N/A Sale 51.38K $59.90 $3.08M
May 28, 2025 Scott W Hart N/A Sale 27.70K $60.06 $1.66M
May 23, 2025 Jason P Ment N/A Sale 900.00 $60.00 $54.00K
May 23, 2025 Scott W Hart N/A Sale 1.40K $60.01 $84.19K

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