STEP — STEPSTONE GROUP

Ownership history in IBEX WEALTH ADVISORS  ·  1 quarter on record

This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in STEPSTONE GROUP (STEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q3)
Avg. % of fund
0.04%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 6,869 — — 0.04% $449K $64.63
% of Fund (quarterly)    STEP price (monthly, adj. close)

Other funds also holding STEP

As of 2025 Q4 — sorted by position size

Engle Capital Management, L.P. 3Y 7Y 3.22% Granahan Investment Management, LLC 3Y 7Y 0.79% WASATCH ADVISORS LP 3Y 7Y 0.35% TimesSquare Capital Management, LLC 3Y 7Y 0.34% Prana Capital Management, LP 3Y 7Y 0.3% SEGALL BRYANT & HAMILL, LLC 3Y 7Y 0.23% FRED ALGER MANAGEMENT, LLC 3Y 7Y 0.23% Cinctive Capital Management LP 3Y 0.22% Keebeck Wealth Management 3Y 0.22% WESTFIELD CAPITAL MANAGEMENT CO LP 3Y 7Y 0.21%
← Back to IBEX WEALTH ADVISORS Holdings