Stepstone Group Inc. (STEP) — SEC Filings
Stepstone Group Inc. (STEP) — 50 SEC filings. Latest: 8-K (Nov 6, 2025). Includes 14 SC 13D/A, 13 8-K, 8 SC 13G/A.
View Stepstone Group Inc. on SEC EDGAR
Overview
Stepstone Group Inc. (STEP) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Nov 6, 2025: StepStone Group Inc. filed an 8-K on November 6, 2025, reporting on its results of operations and financial condition. The filing includes financial statements and exhibits related to its business operations. The company is incorporated in Delaware and its principal executive offices are located at
Sentiment Summary
Across 50 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 46 neutral, 1 mixed. The dominant filing sentiment for Stepstone Group Inc. is neutral.
Filing Type Overview
Stepstone Group Inc. (STEP) has filed 13 8-K, 6 10-Q, 3 DEF 14A, 2 10-K, 14 SC 13D/A, 4 SC 13G, 8 SC 13G/A with the SEC between Feb 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (50)
Risk Profile
Risk Assessment: Of STEP's 38 recent filings, 1 were flagged as high-risk, 22 as medium-risk, and 15 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $454.23M |
| Net Income | -$575.49M |
| EPS | N/A |
| Debt-to-Equity | N/A |
| Cash Position | $229.82M |
| Operating Margin | N/A |
| Total Assets | $5.33B |
| Total Debt | $269.92M |
Key Executives
- Mr. Hart
- Mr. Brem
- Jason P. Ment
- Jose A. Fernandez
- Michael I. McCabe
- Scott W. Hart
- Thomas Keck
- Jennifer Y. Ishiguro
- James Lim
- Mark Maruszewski
- Jeffrey David
- JASON P. MENT
- JOSE A. FERNANDEZ
- MICHAEL I. MCCABE
- SCOTT W. HART
Industry Context
StepStone operates in the highly competitive alternative asset management industry, which includes private equity, private debt, real estate, and infrastructure. The sector is characterized by significant capital inflows, a focus on generating alpha through specialized strategies, and increasing consolidation. Industry trends include a growing demand for diversified private market exposure and a greater emphasis on ESG (Environmental, Social, and Governance) factors.
Top Tags
amendment (9) · ownership-change (8) · schedule-13d (8) · sec-filing (7) · corporate-governance (4) · 10-Q (4) · beneficial-ownership (4) · financial-reporting (3) · Private Equity (3) · financials (3)
Executive Compensation
From the most recent DEF 14A filing (Jul 25, 2025):
- Mr. Hart — Member
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Loss | $575.49M | For the three months ended September 30, 2025, a significant decline from $53.14M net income in the prior year. |
| Equity-based Compensation | $884.47M | Increased dramatically from $37.33M in the prior year, driving the net loss. |
| Total Revenues | $454.23M | Increased from $271.68M in the prior year, showing strong top-line growth despite the net loss. |
| Total Carried Interest Allocations | $206.69M | Increased from $69.85M in the prior year, contributing significantly to revenue growth. |
| Management and Advisory Fees | $215.49M | Increased from $184.76M in the prior year, indicating steady core business growth. |
| Total Assets | $5.33B | Increased from $4.59B at March 31, 2025, reflecting overall business expansion. |
| Accrued Compensation and Benefits | $1.83B | Increased from $736.70M at March 31, 2025, reflecting the surge in compensation expenses. |
| Accrued Carried Interest Allocations (Asset) | $1.73B | Increased from $1.50B at March 31, 2025, indicating potential future performance fee revenue. |
| SEC File Number | 001-39510 | Identifies the company's filing with the SEC. |
| EIN | 84-3868757 | Employer Identification Number for tax purposes. |
| Net Income | $35.0M | Increased from $25.0M in Q1 2024, representing 40% growth. |
| Management and Advisory Fees Net | $90.0M | Increased from $80.0M in Q1 2024, showing stable core business growth. |
| Incentive Fees | $40.0M | Doubled from $20.0M in Q1 2024, indicating strong investment performance. |
| Realized Carried Interest Allocation | $15.0M | Increased from $10.0M in Q1 2024, contributing to performance fees. |
| Unrealized Carried Interest Allocation | $5.0M | Decreased from $10.0M in Q1 2024, suggesting potential future volatility in performance fees. |
Forward-Looking Statements
- {"claim":"StepStone Group Inc. will provide more details on the 'Material Definitive Agreement' and 'Unregistered Sales of Equity Securities' in a subsequent filing or earnings call.","entity":"StepStone Group Inc.","targetDate":"Q1 2024 earnings call","confidence":"high"}
- {"claim":"StepStone's management and advisory fees will continue to be a stable revenue driver.","entity":"StepStone Group Inc.","targetDate":"2024-03-31","confidence":"high"}
- {"claim":"Incentive fees may fluctuate based on market performance and fund returns.","entity":"StepStone Group Inc.","targetDate":"2024-03-31","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Stepstone Group Inc. (STEP)?
Stepstone Group Inc. has 50 recent SEC filings from Feb 2024 to Nov 2025, including 14 SC 13D/A, 13 8-K, 8 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of STEP filings?
Across 50 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 46 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Stepstone Group Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Stepstone Group Inc. (STEP) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Stepstone Group Inc.?
Key financial highlights from Stepstone Group Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for STEP?
The investment thesis for STEP includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Stepstone Group Inc.?
Key executives identified across Stepstone Group Inc.'s filings include Mr. Hart, Mr. Brem, Jason P. Ment, Jose A. Fernandez, Michael I. McCabe and 14 others.
What are the main risk factors for Stepstone Group Inc. stock?
Of STEP's 38 assessed filings, 1 were flagged high-risk, 22 medium-risk, and 15 low-risk.
What are recent predictions and forward guidance from Stepstone Group Inc.?
Recent forward-looking statements from Stepstone Group Inc. include guidance on {"claim":"StepStone Group Inc. will provide more details on the 'Material Definitive Agreement' and 'Unregistered Sales and 2 other predictions.