WESTFIELD CAPITAL MANAGEMENT CO LP STEP STEPSTONE GROUP INC

Ownership history in WESTFIELD CAPITAL MANAGEMENT CO LP  ·  11 quarters on record

AI Ownership Summary

WESTFIELD CAPITAL MANAGEMENT CO LP reported STEPSTONE GROUP INC (STEP) in 11 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows STEP at 0.24% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESTFIELD CAPITAL MANAGEMENT CO LP'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
2026 Q1

STEP was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 WESTFIELD CAPITAL MANAGEMENT CO LP held STEP — position size vs. price
% of Fund (quarterly)    STEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,177,971 +391,470 +49.8% 0.24% $56.2M 2026-05-11 $55.74
2025 Q4 ADDED 786,501 +7,773 +1.0% 0.21% $50.5M 2026-02-11 $58.95
2025 Q3 REDUCED 14.7% +0.5% 778,728 -134,341 -14.7% 0.21% $50.9M 2025-11-12 $62.15
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WESTFIELD CAPITAL MANAGEMENT CO LP and STEP

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

How long has WESTFIELD CAPITAL MANAGEMENT CO LP reported owning STEP?

WESTFIELD CAPITAL MANAGEMENT CO LP reported STEP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported STEP position in WESTFIELD CAPITAL MANAGEMENT CO LP's portfolio?

The largest reported portfolio weight for STEP was 0.24% in 2026 Q1.

What is the latest reported STEP position on this page?

The most recent filing on this page is 2026 Q1, when WESTFIELD CAPITAL MANAGEMENT CO LP reported 1,177,971 shares, equal to 0.24% of portfolio, with an estimated market value of $56.2M.

What does the chart on this STEP ownership page compare?

The chart compares WESTFIELD CAPITAL MANAGEMENT CO LP'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.

How well did WESTFIELD CAPITAL MANAGEMENT CO LP time their STEP position?

Based on 13F filing dates vs. subsequent STEP price moves, WESTFIELD CAPITAL MANAGEMENT CO LP correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on STEP relative to SPY over the holding period was -18.0%.

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