Stepstone Ownership

STEP Stock  USD 66.04  0.69  1.03%   
Stepstone Group shows a total of 72.68 Million outstanding shares. The majority of Stepstone Group outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Stepstone to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Stepstone Group. Please pay attention to any change in the institutional holdings of Stepstone Group as this could imply that something significant has changed or is about to change at the company. Also note that roughly eight million four hundred seventy-four thousand six hundred twenty-eight invesors are currently shorting Stepstone expressing very little confidence in its future performance.
 
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
 
Covid
Some institutional investors establish a significant position in stocks such as Stepstone in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Stepstone, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Stepstone's Dividend Yield is relatively stable compared to the past year. As of 11/28/2024, Dividend Payout Ratio is likely to grow to 1.24, while Dividends Paid is likely to drop slightly above 48 M. As of 11/28/2024, Common Stock Shares Outstanding is likely to drop to about 47.6 M. In addition to that, Net Loss is likely to grow to about (20.1 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.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stepstone Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

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

4.04 Billion

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
 
Covid

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 Llc2024-06-30
1.5 M
Geode Capital Management, Llc2024-09-30
1.5 M
Wasatch Advisors Lp2024-09-30
1.1 M
Bank Of New York Mellon Corp2024-06-30
1.1 M
Morgan Stanley - Brokerage Accounts2024-06-30
855.1 K
Franklin Resources Inc2024-09-30
805.2 K
Amvescap Plc.2024-06-30
788.8 K
Capital Research Global Investors2024-09-30
728.5 K
Loomis, Sayles & Company Lp2024-06-30
711.4 K
Blackrock Inc2024-06-30
M
Vanguard Group Inc2024-09-30
6.5 M
Note, although Stepstone's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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.

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

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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.
Pair CorrelationCorrelation Matching

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.