StepStone (STEP) Long-Term Investments (2020 - 2026)
StepStone (STEP) recorded Long-Term Investments of $3.13 billion in fiscal Q1 2027 (quarter ended Jun 30, 2026), up 27.6% from $2.45 billion a year earlier and up 2.9% from the prior quarter.
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Analysis
StepStone (STEP) Long-Term Investments (2020 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), StepStone reported Long-Term Investments of $3.04 billion, up 31.6% from FY2025.
- Annual Long-Term Investments has increased for three straight fiscal years, with a five-year compound annual growth rate of 25.6% (FY2021 to FY2026).
- Across earlier fiscal years, Long-Term Investments came in at $2.31 billion in FY2025 (+8.9%), $2.12 billion in FY2024 (+0.3%), $2.11 billion in FY2023 (-27.7%) and $2.92 billion in FY2022 (+201.0%).
- The fiscal Q1 2027 figure is the highest quarterly Long-Term Investments in data going back to fiscal Q4 2020.
- On a year-over-year basis, Long-Term Investments has increased for seven consecutive quarters, with growth averaging 18.2% over the last eight quarters.
- Peak year-over-year performance for Long-Term Investments in the last five years was growth of 362.2% in fiscal Q2 2022, against a decline of 27.7% in fiscal Q4 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $3.04 billion (Q4 2026), $2.8 billion (Q3 2026) and $2.62 billion (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.94 Bn | 131.46 Bn | - | 15.38 Bn |
| 2 | Spdr Gold Trust | 136.06 Bn | -421.95 Bn | - | - |
| 3 | Blackstone | 99.73 Bn | 89.71 Bn | - | 34.59 Bn |
| 4 | Brookfield | 96.90 Bn | -86.42 Bn | - | 87.68 Bn |
| 5 | Kkr | 88.04 Bn | 8.18 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 86.60 Bn | 81.40 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 73.98 Bn | -12.18 Bn | 4.14 Bn | 335.68 Bn |
| 8 | Wheaton Precious Metals | 65.15 Bn | 60.57 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Franco Nevada | 50.79 Bn | 48.15 Bn | 451.00 Mn | 1.22 Bn |
| 10 | StepStone | 4.05 Bn | 1.48 Bn | - | 3.13 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.13 Bn |
| Mar 31, 2026 | 3.04 Bn |
| Dec 31, 2025 | 2.80 Bn |
| Sep 30, 2025 | 2.62 Bn |
| Jun 30, 2025 | 2.45 Bn |
| Mar 31, 2025 | 2.31 Bn |
| Dec 31, 2024 | 2.22 Bn |
| Sep 30, 2024 | 2.16 Bn |
| Jun 30, 2024 | 2.09 Bn |
| Mar 31, 2024 | 2.12 Bn |
| Dec 31, 2023 | 1.96 Bn |
| Sep 30, 2023 | 2.16 Bn |
| Jun 30, 2023 | 2.15 Bn |
| Mar 31, 2023 | 2.11 Bn |
| Dec 31, 2022 | 2.12 Bn |
| Sep 30, 2022 | 2.29 Bn |
| Jun 30, 2022 | 2.62 Bn |
| Mar 31, 2022 | 2.92 Bn |
| Dec 31, 2021 | 2.76 Bn |
| Sep 30, 2021 | 2.51 Bn |
API Access
StepStone Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=STEP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "STEP", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=STEP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();