As of April 17, 2026, StepStone's top three insider holders are James Lim (TenPercentOwner, 6.21Mn shares), Robert Waldo (TenPercentOwner, 5.02Mn shares), Private Equity, Llc Arg (TenPercentOwner, 3.66Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James Lim | - | 0 | 6,208,351 | 20 Feb, 2024 |
| Robert Waldo | - | 5,018,044 | 0 | 27 Oct, 2021 |
| Private Equity, Llc Arg | - | 3,662,708 | 0 | 19 Nov, 2021 |
| Energy, Inc. Sanford | - | 3,330,328 | 0 | 04 Dec, 2024 |
| Thomas Keck | - | 0 | 3,147,166 | 04 Oct, 2021 |
| Scott W Hart | Chief Executive Officer | 0 | 3,061,782 | 04 Dec, 2024 |
| Jose A Fernandez | Co Chief Operating Officer | 0 | 3,016,601 | 02 Apr, 2026 |
| Michael I Mccabe | Head Of Strategy | 1,906,142 | 937,416 | 04 Dec, 2024 |
| Thomas Keck | - | 0 | 2,551,124 | 01 Oct, 2025 |
| Monte M Brem | - | 0 | 2,276,888 | 13 Sep, 2024 |
| Jason P Ment | - | 1,128,249 | 0 | 04 Jun, 2024 |
| Johnny D Randel | Chief Financial Officer | 1,126,593 | 0 | 22 Nov, 2021 |
| Energy, Inc. Sanford | - | 500,000 | 0 | 04 Dec, 2024 |
| Michael I Mccabe | Head Of Strategy | 313,178 | 0 | 17 Mar, 2026 |
| Michael I Mccabe | Head Of Strategy | 0 | 247,800 | 04 Dec, 2024 |
| Jose A Fernandez | Co Chief Operating Officer | 0 | 200,000 | 02 Apr, 2026 |
| Michael I Mccabe | Head Of Strategy | 0 | 122,209 | 12 Dec, 2025 |
| Thomas Keck | - | 0 | 100,750 | 12 Jun, 2024 |
| Scott W Hart | Chief Executive Officer | 78,605 | 0 | 17 Mar, 2026 |
| Private Equity, Llc Arg | - | 52,500 | 0 | 19 Nov, 2021 |
| David Y Park | Chief Financial Officer | 50,705 | 0 | 02 Apr, 2026 |
| Jason P Ment | President Co Coo | 49,680 | 0 | 17 Mar, 2026 |
| Johnny D Randel | Chief Financial Officer | 37,657 | 0 | 16 Feb, 2023 |
| Anne L Raymond | - | 27,237 | 0 | 10 Sep, 2025 |
| Thomas Keck | - | 21,118 | 0 | 17 Mar, 2026 |
| Jose A Fernandez | Co Chief Operating Officer | 18,828 | 0 | 17 Mar, 2026 |
| David F Hoffmeister | - | 13,934 | 0 | 10 Sep, 2025 |
| Steven R Mitchell | - | 12,793 | 0 | 25 Feb, 2026 |
| Valerie Gay Brown | - | 6,717 | 0 | 10 Sep, 2025 |
| Anthony Keathley | Chief Accounting Officer | 3,540 | 0 | 17 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Jose A Fernandez | Class A Common Stock | A | 200,000 | - | 200,000 | I | C |
| 31 Mar, 2026 | David Y Park | Class A Common Stock | A | 64 | - | 50,705 | D | A |
| 31 Mar, 2026 | Jose A Fernandez | Class B Common Stock | D | 200,000 | $0.00 | 3,016,601 | I | D |
| 31 Mar, 2026 | Jose A Fernandez | Class B Units | D | 200,000 | - | 3,016,601 | I | C |
| 13 Mar, 2026 | Thomas Keck | Class A Common Stock | A | 7,152 | - | 21,118 | D | A |
| 13 Mar, 2026 | Michael I Mccabe | Class A Common Stock | A | 7,152 | - | 313,178 | D | A |
| 13 Mar, 2026 | Scott W Hart | Class A Common Stock | A | 27,722 | - | 78,605 | D | A |
| 13 Mar, 2026 | Anthony Keathley | Class A Common Stock | A | 1,612 | - | 3,540 | D | A |
| 13 Mar, 2026 | David Y Park | Class A Common Stock | A | 9,814 | - | 28,463 | D | A |
| 13 Mar, 2026 | Jason P Ment | Class A Common Stock | A | 15,525 | - | 49,680 | D | A |
| 13 Mar, 2026 | Jose A Fernandez | Class A Common Stock | A | 7,152 | - | 18,828 | D | A |
| 13 Mar, 2026 | David Y Park | Class A Common Stock | A | 22,178 | - | 50,641 | D | A |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 1,200 | $44.65 | 1,200 | D | P |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 86 | $44.33 | 1,286 | D | P |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 11,507 | $44.18 | 12,793 | D | P |
| 14 Feb, 2026 | Anthony Keathley | Class A Common Stock | D | 296 | $56.76 | 1,928 | D | F |
| 14 Feb, 2026 | David Y Park | Class A Common Stock | D | 3,480 | $56.76 | 18,649 | D | F |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 4,616 | $71.99 | 5,384 | I | S |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 5,384 | $72.97 | 0 | I | S |
| 26 Dec, 2025 | Scott W Hart | Class A Common Stock | D | 10,000 | $66.17 | 10,000 | I | S |