Inside the research

StepStone Group Inc.

STEP Research profile · latest available data

Price overview

$44.36

▲ +0.81 (+1.9%)

52w hi$73.91
52w lo$39.28
Vol848.90K
As of25 Sep 2026

The Verdict

Hold

Our score -0.28

Short+0.02
Medium-0.32
Long-0.81

computed 2026-09-27

Key fundamentals

StepStone Group Inc.

Financial Services · Asset Management

Market cap$5.73B
Enterprise value$6.29B
Forward P/E13.02x
EV / EBITDA-5.60x
P / S (ttm)2.85x
Profit margin-30.5%
Return on equity-61.4%
Revenue growth+4.0%
Debt / equity126.49

Layer Breakdown

LayerRawContribution
Fundamental-0.11
Sector+0.02
Technical-0.07
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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.

United States · www.stepstonegroup.com

Risk Metrics

Beta vs SPX1.74
Corr SPX0.60
Annual vol46.7%
Annual ret-0.9%
Sharpe-0.02
Max DD-48.2%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-06Earnings Release, Exhibitsread
2026-06-01Securities Issuance, Other Material Eventread
2026-05-20Earnings Release, Exhibitsread
2026-02-05Earnings Release, Exhibitsread
2025-11-06Earnings Release, Exhibitsread
2025-09-193.03, Bylaws Amendment…read
2025-09-113.03, Bylaws Amendment…read
2025-08-07Earnings Release, Exhibitsread
2025-05-30Securities Issuance, Other Material Eventread
2025-05-22Earnings Release, Exhibitsread
2025-02-06Earnings Release, Exhibitsread
2024-11-07Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-11McCabe Michael IHead of StrategyBuy96.89K$4.04M
2026-06-11McCabe Michael IHead of StrategyBuy23.11K$980.92K
2026-06-03Fernandez Jose ACo-Chief Operating OfficeSell2.29K$97.65K
2026-06-02Fernandez Jose ACo-Chief Operating OfficeSell85.20K$3.95M
2026-06-02Fernandez Jose ACo-Chief Operating OfficeSell14.80K$700.48K
2026-06-01Fernandez Jose ACo-Chief Operating OfficeSell56.18K$2.73M
2026-06-01Fernandez Jose ACo-Chief Operating OfficeSell12.12K$603.18K
2026-06-01Fernandez Jose ACo-Chief Operating OfficeSell3.38K$171.15K
2026-06-01Fernandez Jose ACo-Chief Operating OfficeSell28.32K$1.36M
2026-03-31Park David YChief Financial OfficerGrant64—

Flow & Concentration

Insider 180d net-$4.59M
Insider buys / sells2 / 7
Insider biasSellers
13F holders8
Top-5 share98.0%
HHI4,214 (concentrated)

Top Holders

HolderValueShares
Millennium Management$232.89M5.63M
State Street Corp$128.96M3.12M
Capital Research / Capital World$20.73M501.32K
Citadel Advisors$12.47M301.49K
Renaissance Technologies$8.82M213.30K
Fidelity / FMR LLC$5.03M121.63K
AQR Capital Management$2.93M70.93K
T. Rowe Price Group$213.72K5.17M

As of 2026-06-30

Dividends

Yield (TTM)1.26%
$ / share (TTM)$0.56
5y CAGR—

Annual dividend per share

2021$0.36
2022$0.75
2023$1.07
2024$1.05
2025$1.44
2026$0.28

SEC Filings

DateFormDoc
2026-08-0710-Qview
2026-08-068-Kview
2026-07-21ARSview
2026-07-21DEF 14Aview
2026-07-21DEFA14Aview
2026-06-114view
2026-06-034view
2026-06-018-Kview
2026-05-2710-Kview
2026-05-208-Kview
2026-04-024view
2026-04-024view
2026-03-174view
2026-03-174view
2026-03-174view

The Long Run

FY 2021–2025 · 5 years

LineLatestCAGRTrend
Revenue-$67.57M+20.1%
Net income-$179.56M-3.7%
Cash from ops$64.93M-0.4%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$44.02$44.78$43.73$44.36848.90K
Sep 24$44.71$45.49$43.17$43.55790.00K
Sep 23$45.97$46.44$44.95$45.03868.90K
Sep 22$48.24$48.47$45.74$46.57794.90K
Sep 21$47.21$47.84$46.22$47.451.08M

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