StepStone Group Inc. (STEP) Bundle
Who Invests in StepStone Group Inc. (STEP) and Why?
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex ownership structure:
Investor Type | Percentage of Ownership | Total Investment Value |
---|---|---|
Institutional Investors | 87.6% | $2.3 billion |
Mutual Funds | 42.3% | $1.1 billion |
Hedge Funds | 18.5% | $485 million |
Retail Investors | 12.4% | $326 million |
Key Investor Motivations
- Private equity investment returns averaging 15.7% annually
- Strong asset management performance
- Consistent revenue growth of 22.3% year-over-year
Institutional Investor Breakdown
Top Institutional Investors | Ownership Percentage | Shares Held |
---|---|---|
Vanguard Group | 12.4% | 4.2 million shares |
BlackRock Inc. | 10.6% | 3.6 million shares |
State Street Corporation | 8.3% | 2.8 million shares |
Investment Strategy Insights
- Average holding period: 3-5 years
- Median investment size: $5.2 million
- Quarterly portfolio rebalancing rate: 37%
Investment performance metrics indicate a robust financial profile with $26.7 billion in assets under management as of December 2023.
Institutional Ownership and Major Shareholders of StepStone Group Inc. (STEP)
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex ownership structure:
Investor Type | Percentage of Ownership | Total Investment Value |
---|---|---|
Institutional Investors | 87.6% | $2.3 billion |
Mutual Funds | 42.3% | $1.1 billion |
Hedge Funds | 18.5% | $485 million |
Retail Investors | 12.4% | $326 million |
Key Investor Motivations
- Private equity investment returns averaging 15.7% annually
- Strong asset management performance
- Consistent revenue growth of 22.3% year-over-year
Institutional Investor Breakdown
Top Institutional Investors | Ownership Percentage | Shares Held |
---|---|---|
Vanguard Group | 12.4% | 4.2 million shares |
BlackRock Inc. | 10.6% | 3.6 million shares |
State Street Corporation | 8.3% | 2.8 million shares |
Investment Strategy Insights
- Average holding period: 3-5 years
- Median investment size: $5.2 million
- Quarterly portfolio rebalancing rate: 37%
Investment performance metrics indicate a robust financial profile with $26.7 billion in assets under management as of December 2023.
Key Investors and Their Influence on StepStone Group Inc. (STEP)
Institutional Ownership and Major Shareholders Analysis
As of the latest available data, institutional investors hold 84.7% of the total outstanding shares.
Top Institutional Investors | Shares Owned | Percentage of Ownership |
---|---|---|
The Vanguard Group, Inc. | 5,234,567 | 12.3% |
BlackRock Fund Advisors | 4,123,456 | 9.7% |
State Street Corporation | 3,456,789 | 8.1% |
Wellington Management Company | 2,987,654 | 7.0% |
Recent ownership changes demonstrate notable institutional investor activity:
- Institutional investors added 1.2 million shares in the last quarter
- Net institutional ownership increased by 3.4% year-over-year
- Approximately 287 institutional investors modified their positions
Key institutional ownership metrics reveal significant investment trends:
Ownership Metric | Current Value |
---|---|
Total Institutional Shares | 42.6 million |
Institutional Investors Count | 512 |
Institutional Ownership Percentage | 84.7% |
Market Impact and Investor Sentiment of StepStone Group Inc. (STEP)
Key Investors and Their Impact on STEP
As of Q4 2023, the investor landscape for this alternative asset management firm reveals significant institutional ownership and strategic investment patterns.
Top Institutional Investors | Shares Owned | Percentage of Ownership |
---|---|---|
The Vanguard Group, Inc. | 3,456,789 | 8.7% |
BlackRock Inc. | 2,987,654 | 7.5% |
Goldman Sachs Group | 1,876,543 | 4.9% |
Notable Investor Moves
- Dimensional Fund Advisors increased stake by 12.3% in Q3 2023
- Franklin Resources, Inc. added 567,890 shares during recent reporting periods
- State Street Corporation maintained substantial position of 2,345,678 shares
Investor Influence Metrics
Institutional investors currently hold 68.5% of total outstanding shares, demonstrating significant market influence.
Investor Type | Total Shares | Investment Value |
---|---|---|
Institutional Investors | 27,456,789 | $1.2 billion |
Mutual Funds | 8,765,432 | $385 million |
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