Exploring StepStone Group Inc. (STEP) Investor Profile: Who’s Buying and Why?

Exploring StepStone Group Inc. (STEP) Investor Profile: Who’s Buying and Why?

US | Financial Services | Asset Management | NASDAQ

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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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