STEP β€” STEPSTONE GROUP INC

Ownership history in Pitcairn Wealth Advisors LLC  Β·  1 quarter on record

AI Ownership Summary

Pitcairn Wealth Advisors LLC reported STEPSTONE GROUP INC (STEP) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 23.33% in 2025 Q4. The latest visible filing shows STEP at 23.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pitcairn Wealth Advisors LLC's position in STEPSTONE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STEP was reported at 23.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.33% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pitcairn Wealth Advisors LLC held STEP β€” position size vs. price
% of Fund (quarterly)    STEP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 4,040,795 β€” β€” 23.33% $259.3M 2026-02-14 (Est.) $56.42

FAQ About Pitcairn Wealth Advisors LLC and STEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pitcairn Wealth Advisors LLC reported owning STEP?

Pitcairn Wealth Advisors LLC reported STEP across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported STEP position in Pitcairn Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for STEP was 23.33% in 2025 Q4.

What is the latest reported STEP position on this page?

The most recent filing on this page is 2025 Q4, when Pitcairn Wealth Advisors LLC reported 4,040,795 shares, equal to 23.33% of portfolio, with an estimated market value of $259.3M.

What does the chart on this STEP ownership page compare?

The chart compares Pitcairn Wealth Advisors LLC's quarterly STEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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