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Companies / Financials / StepStone Group Inc.
STEP

StepStone Group Inc.

FinancialsBanks & Brokers
Ticker STEPNEW YORK, NYFiscal year ends MarchBook value per share $-6.58Diluted shares 82.0M

StepStone Group Inc. (Nasdaq: SSG) is a global private markets investment firm that provides customized investment solutions, advisory services, and data analytics to institutional and individual investors. The company operates through an integrated platform serving defined benefit and defined contribution pension… From the company’s description.

Fiscal year 2026 · ends 03-31Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$1.99B
+69.7% year over year
Last 12 mo $2.01B
0.00%
$-743.28M
−330.1% year over year
Last 12 mo $-901.63M
129.56%
+229.7 percentage points
Last 12 mo 113.72%
Cash & financing
$66.48M
+2.4% year over year
Last 12 mo $-437.31M
$63.86M
+6.7% year over year
Last 12 mo $-439.39M
—
Was 1.50× a year earlier
79.0M
+11.1% year over year
Last 12 mo 82.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What StepStone Group Inc. does

In the company’s own words

StepStone Group Inc. (Nasdaq: SSG) is a global private markets investment firm that provides customized investment solutions, advisory services, and data analytics to institutional and individual investors. The company operates through an integrated platform serving defined benefit and defined contribution pension funds, sovereign wealth funds, insurance companies, endowments, foundations, family offices, and high-net-worth and mass affluent individuals seeking exposure to private markets across four primary asset classes: private equity, infrastructure, private debt, and real estate.

As of March 31, 2026, StepStone managed approximately $885 billion in total capital responsibility, comprising $233 billion in assets under management and $652 billion in assets under advisement. The firm delivers solutions through separately managed accounts, focused commingled funds, and advisory and data services. Separately managed accounts represented $136 billion of AUM, focused commingled funds comprised $81 billion of AUM, and advisory relationships accounted for $652 billion of AUA. The company also provides portfolio analytics and reporting services on over $900 billion of client commitments through its proprietary SPI Reporting platform.

StepStone operates a global platform with investment and implementation professionals across 31 cities in 19 countries on five continents, with approximately 45 percent of investment professionals based outside the United States. As of March 31, 2026, the company employed over 1,310 people, including approximately 420 investment professionals and 890 operating and implementation team members. The firm is led by 117 partners with an average of over 20 years of investment or industry experience.

The company's competitive advantages include its proprietary data and technology platforms collectively known as SPI by StepStone, which comprises SPI Research, SPI Reporting, SPI Pacing, and SPI Benchmarking tools. These platforms provide market intelligence on over 19,000 fund managers, 52,000 funds, 139,000 companies, and 293,000 investments. StepStone's investment strategies span primary fund commitments, secondary market acquisitions, and direct co-investments. The firm was founded in 2007 and completed its initial public offering in September 2020. Additional information is available at www.stepstonegroup.com.

Company details
Sector
Financials
Industry
Banks & Brokers
Headquarters
NEW YORK, NY
Fiscal year end
March
CIK
1796022
SIC
6282

Financial performance, year by year

Fiscal 2021–2026 · USD
$-1.19B$-319.66M$553.29M$1.43B$2.30B202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns StepStone Group Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

295
funds hold it
0 of 35
superinvestors hold it
$1.64B
held by funds, at market
45.3%
of shares held by funds

Largest fund holders · StepStone Group Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.16%of fund net assets
0.13%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
0.46%of fund net assets
T. Rowe Price Mid-Cap Value Fund, Inc.
TRMCX · T. ROWE PRICE MID-CAP VALUE FUND, INC.
0.53%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do StepStone Group Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of StepStone Group Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
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