StepStone STEP Insider Ownership

NASDAQ STEP
$43.50 +0.35 (+0.81%)
As of: Sep 30, 2026 · 2:00 PM EDT

Insider Holdings by Owner

35.55Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
49.29%
▲+0.027% pp QoQ
Shares Held by Insiders
39.17Mn
filed for Sep 2026
▲+0.05% QoQ
Shares Outstanding
79.47Mn
79,465,039 shares
Direct Holdings
17.50Mn
Indirect: 21.67Mn
Net Shares Traded (QoQ)
+21.09K
net buying in Sep 2026
Insiders Holding Shares
17
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 29, 2026, the three largest insider holders of STEP are James Lim (TenPercentOwner, 6.21Mn shares), Robert Waldo (TenPercentOwner, 5.02Mn shares), Private Equity, Llc Arg (TenPercentOwner, 3.66Mn shares).

Form 4 Holdings

Insiders Holding STEP

Insiders 17
Shares held 35.55Mn
Of outstanding 44.74%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 James Lim TenPercentOwner 0 6,208,351 6,208,351 17.5% 20 Feb, 2024
2 Robert Waldo TenPercentOwner 5,018,044 0 5,018,044 14.1% 27 Oct, 2021
3 Energy, Inc. Sanford Other 3,830,328 0 3,830,328 10.8% 04 Dec, 2024
4 Private Equity, Llc Arg TenPercentOwner 3,715,208 0 3,715,208 10.5% 19 Nov, 2021
5 Michael I Mccabe Head Of Strategy 2,339,320 937,416 3,276,736 9.2% 11 Jun, 2026
6 Scott W Hart Chief Executive Officer 78,605 3,061,782 3,140,387 8.8% 17 Mar, 2026
7 Jose A Fernandez Co Chief Operating Officer 18,828 3,016,601 3,035,429 8.5% 02 Apr, 2026
8 Thomas Keck Director 21,118 2,551,124 2,572,242 7.2% 17 Mar, 2026
9 Monte M Brem Director, Other 0 2,276,888 2,276,888 6.4% 13 Sep, 2024
10 Jason P Ment President Co Coo 1,177,929 0 1,177,929 3.3% 17 Mar, 2026
11 Johnny D Randel Chief Financial Officer 1,164,250 0 1,164,250 3.3% 16 Feb, 2023
12 David Y Park Chief Financial Officer 50,705 0 50,705 0.1% 02 Apr, 2026
13 Anne L Raymond Director 32,361 0 32,361 0.1% 10 Sep, 2026
14 David F Hoffmeister Director 19,550 0 19,550 0.1% 10 Sep, 2026
15 Steven R Mitchell Director 17,621 0 17,621 0.0% 10 Sep, 2026
16 Valerie Gay Brown Director 12,235 0 12,235 0.0% 10 Sep, 2026
17 Anthony Keathley Chief Accounting Officer 3,540 0 3,540 0.0% 17 Mar, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

417 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
08 Sep, 2026 Valerie Gay Brown Director Acquired A 5,518 $50.74 $279.98K 12,235 Direct
08 Sep, 2026 David F Hoffmeister Director Acquired A 5,616 $50.74 $284.96K 19,550 Direct
08 Sep, 2026 Steven R Mitchell Director Acquired A 4,828 $50.74 $244.97K 17,621 Direct
08 Sep, 2026 Anne L Raymond Director Acquired A 5,124 $50.74 $259.99K 32,361 Direct
11 Jun, 2026 Michael I Mccabe Head Of Strategy Acquired P 96,887 $41.71 $4.04Mn 410,065 Direct
11 Jun, 2026 Michael I Mccabe Head Of Strategy Acquired P 23,113 $42.44 $980.92K 433,178 Direct
01 Jun, 2026 Jose A Fernandez Co Chief Operating Officer Disposed S 28,324 $47.90 $1.36Mn 173,966 Indirect
01 Jun, 2026 Jose A Fernandez Co Chief Operating Officer Disposed S 56,176 $48.57 $2.73Mn 117,790 Indirect
01 Jun, 2026 Jose A Fernandez Co Chief Operating Officer Disposed S 12,117 $49.78 $603.18K 105,673 Indirect
01 Jun, 2026 Jose A Fernandez Co Chief Operating Officer Disposed S 3,383 $50.59 $171.15K 102,290 Indirect
02 Jun, 2026 Jose A Fernandez Co Chief Operating Officer Disposed S 85,200 $46.41 $3.95Mn 17,090 Indirect
02 Jun, 2026 Jose A Fernandez Co Chief Operating Officer Disposed S 14,800 $47.33 $700.48K 2,290 Indirect
03 Jun, 2026 Jose A Fernandez Co Chief Operating Officer Disposed S 2,290 $42.64 $97.65K 0 Indirect
31 Mar, 2026 Jose A Fernandez Co Chief Operating Officer Acquired C 200,000 — — 200,000 Indirect
31 Mar, 2026 David Y Park Chief Financial Officer Acquired A 64 — — 50,705 Direct
31 Mar, 2026 Jose A Fernandez Co Chief Operating Officer Disposed D 200,000 $0.00 $200 3,016,601 Indirect
31 Mar, 2026 Jose A Fernandez Co Chief Operating Officer Disposed C 200,000 — — 3,016,601 Indirect
13 Mar, 2026 Jose A Fernandez Co Chief Operating Officer Acquired A 7,152 — — 18,828 Direct
13 Mar, 2026 Thomas Keck Director Acquired A 7,152 — — 21,118 Direct
13 Mar, 2026 Scott W Hart Chief Executive Officer Acquired A 27,722 — — 78,605 Direct