Stepstone Ownership
STEP Stock | USD 66.04 0.69 1.03% |
Shares in Circulation | First Issued 2019-06-30 | Previous Quarter 68.6 M | Current Value 69.7 M | Avarage Shares Outstanding 49.1 M | Quarterly Volatility 17.6 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Stepstone |
Stepstone Stock Ownership Analysis
About 18.0% of the company outstanding shares are owned by corporate insiders. The company has Price/Earnings To Growth (PEG) ratio of 2.35. Stepstone Group last dividend was issued on the 29th of November 2024. StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, Europe, Australia, and Asia. StepStone operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 840 people. To find out more about Stepstone Group contact Scott Hart at 858 558 9700 or learn more at https://www.stepstonegroup.com.Besides selling stocks to institutional investors, Stepstone also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Stepstone's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Stepstone's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Stepstone Quarterly Liabilities And Stockholders Equity |
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Stepstone Insider Trades History
About 18.0% of Stepstone Group are currently held by insiders. Unlike Stepstone's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Stepstone's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Stepstone's insider trades
Stepstone Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Stepstone is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Stepstone Group backward and forwards among themselves. Stepstone's institutional investor refers to the entity that pools money to purchase Stepstone's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Millennium Management Llc | 2024-06-30 | 1.5 M | Geode Capital Management, Llc | 2024-09-30 | 1.5 M | Wasatch Advisors Lp | 2024-09-30 | 1.1 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.1 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 855.1 K | Franklin Resources Inc | 2024-09-30 | 805.2 K | Amvescap Plc. | 2024-06-30 | 788.8 K | Capital Research Global Investors | 2024-09-30 | 728.5 K | Loomis, Sayles & Company Lp | 2024-06-30 | 711.4 K | Blackrock Inc | 2024-06-30 | 8 M | Vanguard Group Inc | 2024-09-30 | 6.5 M |
Stepstone Group Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Stepstone insiders, such as employees or executives, is commonly permitted as long as it does not rely on Stepstone's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Stepstone insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Stepstone Outstanding Bonds
Stepstone issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Stepstone Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Stepstone bonds can be classified according to their maturity, which is the date when Stepstone Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Boeing Co 2196 Corp BondUS097023DG73 | View | |
STE 375 15 MAR 51 Corp BondUS85917PAB31 | View | |
STE 27 15 MAR 31 Corp BondUS85917PAA57 | View | |
MPLX LP 52 Corp BondUS55336VAL45 | View |
Stepstone Corporate Filings
F3 | 21st of November 2024 An amendment to the original Schedule 13D filing | ViewVerify |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F4 | 13th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Pair Trading with Stepstone
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Stepstone position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Stepstone will appreciate offsetting losses from the drop in the long position's value.Moving together with Stepstone Stock
0.94 | BN | Brookfield Corp | PairCorr |
0.89 | BX | Blackstone Group Fiscal Year End 23rd of January 2025 | PairCorr |
0.94 | CG | Carlyle Group | PairCorr |
0.97 | APO | Apollo Global Management | PairCorr |
0.93 | AXP | American Express Fiscal Year End 24th of January 2025 | PairCorr |
The ability to find closely correlated positions to Stepstone could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stepstone when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Stepstone - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Stepstone Group to buy it.
The correlation of Stepstone is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Stepstone moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stepstone Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Stepstone can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Stepstone Stock Analysis
When running Stepstone's price analysis, check to measure Stepstone's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stepstone is operating at the current time. Most of Stepstone's value examination focuses on studying past and present price action to predict the probability of Stepstone's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stepstone's price. Additionally, you may evaluate how the addition of Stepstone to your portfolios can decrease your overall portfolio volatility.