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STEP · Stepstone Group Inc.
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STEP StepStone (STEP) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001796022
Quote by TradingView
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
181
13F, latest reported quarter

What the filings say about STEP

Insiders, 180 days
-$4.6M net sold
1 buyer · 1 seller · 0% of sales under a 10b5-1 plan

StepStone insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, StepStone Group Inc. insiders sold a net $4.6M of stock across 166 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
McCabe Michael I
Head of Strategy
BUY
2026-06-11 SEC
23,113
$980.9K
-3.5%
Context
  • 33 earlier Form 4 trades (code P or S) here by this insider (5 buys, 28 sales), the last on Dec 10, 2025.
  • +37.7% median (+38.6% mean) 90-day return after 5 previous buys.
  • The trade is 5.3% of the 433,178 shares held after it.
  • No other insider bought within 30 days.
  • 181 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Head of Strategy McCabe Michael I bought about $980.9K of STEP on Jun 11, 2026, the largest insider purchase at the company since 2024; 181 funds added in the latest 13F quarter.
McCabe Michael I
Head of Strategy
BUY
2026-06-11 SEC
96,887
$4.0M
-3.5%
Context
  • 33 earlier Form 4 trades (code P or S) here by this insider (5 buys, 28 sales), the last on Dec 10, 2025.
  • +37.7% median (+38.6% mean) 90-day return after 5 previous buys.
  • The trade is 23.6% of the 410,065 shares held after it.
  • No other insider bought within 30 days.
  • 181 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Head of Strategy McCabe Michael I bought about $4.0M of STEP on Jun 11, 2026, the largest insider purchase at the company on our record; 181 funds added in the latest 13F quarter.
Fernandez Jose A
Co-Chief Operating Officer
SELL
2026-06-03 SEC
2,290
$97.6K
-7.6%
Context
  • 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on Jun 2, 2026.
  • No other insider sold within 30 days.
  • 181 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Fernandez Jose A sold about $97.6K of STEP on Jun 3, 2026; 181 funds added in the latest 13F quarter.
Fernandez Jose A
Co-Chief Operating Officer
SELL
2026-06-03 SECtraded 2026-06-02
85,200
$4.0M
-7.6%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 1, 2026.
  • The trade is 498.5% of the 17,090 shares held after it.
  • No other insider sold within 30 days.
  • 181 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Fernandez Jose A sold about $4.0M of STEP on Jun 2, 2026; 181 funds added in the latest 13F quarter.
Fernandez Jose A
Co-Chief Operating Officer
SELL
2026-06-03 SECtraded 2026-06-02
14,800
$700.5K
-7.6%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 1, 2026.
  • The trade is 646.3% of the 2,290 shares held after it.
  • No other insider sold within 30 days.
  • 181 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Fernandez Jose A sold about $700.5K of STEP on Jun 2, 2026; 181 funds added in the latest 13F quarter.
166 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 161 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$4.6M over 180 days
below 68% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
181 funds bought in last quarter
more than 73% of Financial Services
Revenue
+69.7% year over year
more than 83% of Financial Services
Margin
-26.9% net margin
below 65% of Financial Services
Buybacks
$19.2M repurchased, FY to 2026-06-30
below 60% of Financial Services
Short interest
8.1% of the float short (float per yahoo 2026-10-26) · 5.7 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 7 in the prior 90
Why it matters
The absence is the signal: 7 sales in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch STEP

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-31.4%12M
-35%-16%+3%+21%2025-102025-122026-022026-042026-062026-082026-10 2025-12-10 · McCabe Michael I sold $7.2M2025-12-10 · McCabe Michael I sold $4.9M2025-11-11 · Fernandez Jose A sold $4.3M2026-06-11 · McCabe Michael I bought $4.0M2026-06-02 · Fernandez Jose A sold $4.0M2025-11-12 · Fernandez Jose A sold $3.6M2025-11-13 · Fernandez Jose A sold $3.4M2026-06-01 · Fernandez Jose A sold $2.7M2026-06-01 · Fernandez Jose A sold $1.4M2026-06-11 · McCabe Michael I bought $980.9K2025-11-13 · Fernandez Jose A sold $938.6K2026-06-02 · Fernandez Jose A sold $700.5K2025-12-26 · Hart Scott W sold $661.7K2025-10-27 · Hart Scott W sold $643.4K2025-12-10 · McCabe Michael I sold $621.4K2025-11-25 · Hart Scott W sold $617.0K2026-06-01 · Fernandez Jose A sold $603.2K2026-02-23 · Mitchell Steven R bought $508.4K2025-11-12 · Fernandez Jose A sold $406.6K2026-01-26 · Hart Scott W sold $392.9K2025-11-12 · Fernandez Jose A sold $380.3K2026-01-26 · Hart Scott W sold $332.3K2026-06-01 · Fernandez Jose A sold $171.1K2026-06-03 · Fernandez Jose A sold $97.6K2026-02-23 · Mitchell Steven R bought $53.6K2025-11-11 · Fernandez Jose A sold $12.4K2026-02-23 · Mitchell Steven R bought $3.8K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns STEP: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
11,972,263 sh
$495.2M
MILLENNIUM MANAGEMENT LLC
5,619,498 sh
$232.4M
WELLINGTON MANAGEMENT GROUP LLP
5,189,963 sh
$214.7M
VANGUARD PORTFOLIO MANAGEMENT LLC
4,674,073 sh
$193.3M
VANGUARD CAPITAL MANAGEMENT LLC
3,550,308 sh
$146.8M

Congress trades in STEP

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

STEP planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

STEP mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
ALGER WEATHERBIE SPECIALIZED GROWTH FUND
$8.1M position · as of 2026-07-31
3.4%
ALPS Global Opportunity Portfolio
$387.1K position · as of 2026-06-30
2.1%
VanEck Alternative Asset Manager ETF
$4.6M position · as of 2026-06-30
2.1%
ALPS Global Opportunity Fund
$862.1K position · as of 2026-07-31
2.0%
Rockefeller U.S. Small-Mid Cap ETF
$13.7M position · as of 2026-07-31
1.8%
GMO Small Cap Quality Fund
$11.6M position · as of 2026-05-31
1.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr.Hart
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$4.7M
$5.5M
$3.6M
+64%
+33%
2023
$2.7M
$3.5M
$2.0M
+10%
+20%
2022
$3.6M
$2.4M
$3.2M
-28%
-6%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $4.6M sold by insiders over 180 days, 181 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

STEP financials

Revenue growth
+69.7%
XBRL, annual
Net margin
-26.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.0B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-40.9%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$439.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
-1.62x
TTM operating cash flow over long-term debt only, 2025-12-31 (6 months older than the period end)
Return on equity
n/a
average equity is zero or negative
Return on assets
-13.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-032025-032024-032023-03
Revenue$2.0B$1.2B$711.6M-$67.6M
Net income-$743.3M-$172.8M$167.8M-$45.3M
EPS (diluted)-6.78-2.520.91-0.30
Operating cash flow$66.5M$64.9M$161.5M$151.2M
Long-term debtn/a$269.3M$148.8M$98.4M
Buybacks$8.7M$0$0n/a
Dividends paid$117.8M$75.8M$68.5M$50.0M
SEC XBRL, fiscal years, as known on 2026-10-27

STEP Stock Sonar score 5/7 axes

Find similar shapesCompare

STEP ranks highest on growth (84th percentile) and institutional and government (73rd), and lowest on financial health (17th), among Financial Services peers.

HealthGrowthInsidersInstitutionsRisk
Financial health
17
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt-1.62x · 17 pct, sector of 141
Growth
84
Inputs
  • Revenue growth, YoY+69.7% · 84 pct, sector of 245
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
42
Inputs
  • Net Form 4 buying (codes P and S), 180d-$4.6M · 27 pct, sector of 161
  • Insider buyers, 180d1 · 57 pct, sector of 165
Institutional and government
73
Inputs
  • Funds adding, latest quarter181 · 73 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
44
Inputs
  • Short interest, % of float+8.1% · 24 pct, sector of 390
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+9.7% · 64 pct, sector of 175
2 not measured: Profitability, US patents
  • Profitability needs 2 of 4 inputs, 1 present: average equity is zero or negative; fewer than four consecutive quarters of operating income
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

STEP filings, in plain words

Are StepStone insiders buying or selling STEP?

In the 180 days to 2026-10-27, StepStone insiders were net sellers, a net $4.6M: $5.0M of purchases and $9.6M of sales reported on Form 4, by 1 buyer and 1 seller.

Read the full summary

In the 180 days to 2026-10-27, StepStone insiders were net sellers of STEP, a net $4.6M across purchases and sales reported on Form 4 by 1 buyer and 1 seller. None of the 7 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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