StepStone STEP Insider Ownership

NASDAQ STEP

$42.99 +0.81 (+1.92%)

As of: Oct 20, 2026 · 3:59 PM EDT

Insider Holdings by Owner

25.69Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

17.10%

▼-1.87% pp QoQ

Shares Held by Insiders

20.64Mn

filed for Sep 2026

▼-9.85% QoQ

Shares Outstanding

120.73Mn

120,728,645 shares

Direct Holdings

7.60Mn

Indirect: 13.04Mn

Net Shares Traded (QoQ)

-2.26Mn

net selling in Sep 2026

Insiders Holding Shares

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

Updated Oct 10, 2026

Over the past year, STEP insiders bought $5.59 million of stock (132.79K shares) and sold $38.09 million (645.55K shares) on the open market.

Behind StepStone's open-market trades in the past 12 months were 2 insiders buying and 3 insiders selling.
Among StepStone's insiders, the largest open-market purchases in the past 12 months were by Michael I. McCabe (Head of Strategy), totaling $5.02 million (120K shares), most recently on June 11, 2026.
Meanwhile, the largest open-market sales of STEP in the past 12 months were by Jose A. Fernandez (Co-Chief Operating Officer), totaling $22.73 million (413.5K shares), most recently on June 3, 2026.
Apart from open-market trades, STEP insiders received 105.22K shares in stock awards, acquired 200K shares through option exercises and conversions and gave up 3.78K shares to cover taxes or exercise prices in the past 12 months.
According to Business Quant data, insiders at StepStone reported 20.64Mn shares in total in their latest Form 4 filings, or 17.10% of the 120.73Mn shares outstanding.
By type of ownership, STEP insiders hold 36.82% of their shares directly (7.6Mn shares) and 63.18% indirectly (13.04Mn shares).
Per Business Quant, 12 insiders of STEP hold shares, counting officers, directors and 10% owners who have filed a Form 4 in the past two years.
StepStone's top three insider holders by shares held are Jose A. Fernandez (Co-Chief Operating Officer, 4.64Mn shares), Thomas Keck (Director, 4.32Mn shares) and Sanford Energy, Inc. (3.83Mn shares).
Of the shares held by STEP insiders, 22.47% belong to Jose A. Fernandez.
In their Q2 2026 13F filings, institutions reported holding 66.01% of StepStone's outstanding shares.
Over the past 12 months, 11 insiders reported transactions in StepStone stock in 25 Form 4 filings.
Insider figures for STEP include Form 4 filings through October 1, 2026.

Form 4 Holdings

Insiders Holding STEP

Insiders 15

Shares held 25.69Mn

Of outstanding 21.28%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	James Lim	TenPercentOwner	0	6,208,351	6,208,351	24.2%	20 Feb, 2024
2	Energy, Inc. Sanford	Other	3,830,328	0	3,830,328	14.9%	04 Dec, 2024
3	Michael I Mccabe	Head Of Strategy	2,339,320	937,416	3,276,736	12.8%	11 Jun, 2026
4	Scott W Hart	Chief Executive Officer	78,605	3,061,782	3,140,387	12.2%	17 Mar, 2026
5	Jose A Fernandez	Co Chief Operating Officer	18,828	3,016,601	3,035,429	11.8%	02 Apr, 2026
6	Thomas Keck	Director	21,118	2,551,124	2,572,242	10.0%	17 Mar, 2026
7	Monte M Brem	Director, Other	0	2,276,888	2,276,888	8.9%	13 Sep, 2024
8	Jason P Ment	President Co Coo	1,177,929	0	1,177,929	4.6%	17 Mar, 2026
9	David Y Park	Chief Financial Officer	50,775	0	50,775	0.2%	01 Oct, 2026
10	Johnny D Randel	Chief Financial Officer	37,657	0	37,657	0.1%	16 Feb, 2023
11	Anne L Raymond	Director	32,361	0	32,361	0.1%	10 Sep, 2026
12	David F Hoffmeister	Director	19,550	0	19,550	0.1%	10 Sep, 2026
13	Steven R Mitchell	Director	17,621	0	17,621	0.1%	10 Sep, 2026
14	Valerie Gay Brown	Director	12,235	0	12,235	0.0%	10 Sep, 2026
15	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

418 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
30 Sep, 2026	David Y Park	Chief Financial Officer	Acquired A	70	$36.89	$2.58K	50,775	Direct
08 Sep, 2026	Steven R Mitchell	Director	Acquired A	4,828	$50.74	$244.97K	17,621	Direct
08 Sep, 2026	David F Hoffmeister	Director	Acquired A	5,616	$50.74	$284.96K	19,550	Direct
08 Sep, 2026	Valerie Gay Brown	Director	Acquired A	5,518	$50.74	$279.98K	12,235	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	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

Showing 1 to 20 of 418 transactions