STEP — Stepstone Group Inc

✨ Hidden Gem Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Stepstone Group Inc

StepStone Group Inc. is a private equity and venture capital firm specializing in primary, direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout inv… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$53.54
Market Cap$6.91B
Float68.5M
Shares Outstanding80.1M
P/E (Forward)21.51
Price/Sales (TTM)3.86
vs. Analyst Target+33.3% to analyst PT
Profit Margin-30.66%
Operating Margin (TTM)-37.71%
Revenue (TTM)$1.78B
Earnings Growth (YoY)-38.50%
Dividend Rate1.5%
Analyst Target Price$71.38 (6 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $447M $132M $206M $166M
2021 $788M $62.6M $385M $351M
2022 $1.37B $194M $577M $541M
2023 -$67.6M -$18.4M $172M $10.2M
2024 $712M $58.1M $381M $252M
2025 $1.17B -$180M -$89.5M -$205M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Mar 2025 $378M -$18.5M
Jun 2025 $364M -$38.4M
Sep 2025 $454M -$366M
Dec 2025 $587M -$123M

Ownership & Float

Insider Ownership5.6%
Institutional Ownership107.3%
Short Float6.9%
% of All Funds Holding2.97%
Number of Funds Holding259

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$49.91Near-term / short-term trend
Weekly40-Week SMA$59.37Medium-term trend
Weekly80-Week SMA$58.72Cyclical trend (business cycle)
Weekly200-Week SMA$43.46Secular trend (multi-year)
Monthly10-Month SMA$58.36Near-term monthly trend
Monthly20-Month SMA$58.33Medium-term monthly trend
Monthly40-Month SMA$46.37Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$43.00 support 1.63x 1 months ago
$70.00 resistance 2.33x 2 months ago
$36.10 support 1.37x 23 months ago

Historical Earnings Reactions (23 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.25% -0.68% 47.83% 10.22% -9.12%
1 Day 1.97% 1.78% 69.57% 10.11% -6.27%
1 Week 2.68% 1.74% 65.22% 18.32% -8.34%
2 Weeks 0.02% 2.35% 56.52% 16.63% -25.74%
1 Month -0.65% -1.18% 43.48% 21.70% -23.17%

Next earnings: May 20, 2026 (3 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.08% 52.1% 265
Tuesday 0.05% 48.5% 293
Wednesday 0.24% 54.0% 291
Thursday -0.11% 50.7% 284
Friday 0.19% 51.6% 285

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 107.3%

Insider Transactions — Smart Summary

Total insider ownership: 5.6%

Founder-led management: Monte Brem (Co-Founder & Executive Chairman), Thomas Keck (Partner, Head of Research and Portfolio Management & Director)

12-Month Insider Activity Summary

Total Filings20
Net Value-$55.2M
Net Shares Change-877,613
% of Float-1.3%
C-Suite Filings19
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
McCabe Michael I Head of Strategy -$31.6M 3 5 sell
Fernandez Jose A Co-Chief Operating Officer -$13.1M 3 2 sell
Ment Jason P Member of 13D Group that owns more than 10% -$3.4M 1 N/A
Hart Scott W Chief Executive Officer -$1.7M 1 N/A
Mitchell Steven R +$565,771.704 1 1 buy
Park David Y Chief Financial Officer -$63,260 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-16 – 2025-05-30 5 3 -$20.3M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-02-25 Mitchell Steven R +$565,771.704 Transaction at $44.23, now +21.1%
2025-12-12 McCabe Michael I Head of Strategy -$12.7M Transaction at $66.17, now -19.1%
2026-04-02 Fernandez Jose A Co-Chief Operating Officer -$200 Transaction at $0.00, now +5353900.0%
2025-05-30 McCabe Michael I Head of Strategy -$15.0M Transaction at $59.91, now -10.6%
2025-06-16 McCabe Michael I Head of Strategy -$3.8M Transaction at $56.54, now -5.3%
2025-10-01 Fernandez Jose A Co-Chief Operating Officer -$200 Transaction at $0.00, now +5353900.0%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Stepstone Group Inc (STEP) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for STEP on Trend Edge →