Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge rates STEP Bullish with a Setup Score of 36, net conviction 23, actionability 57. How the Setup Score works →
| Total Setup Score | 36 |
|---|---|
| Directional Bias | Bullish |
| Net Conviction | 23 |
| Actionability | 57 (in range) |
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 →
| Current Price | $43.11 |
|---|---|
| Market Cap | $5.62B |
| Float | 75.4M |
| Shares Outstanding | 82.3M |
| P/E (Forward) | 18.52 |
| Price/Sales (TTM) | 2.80 |
| vs. Analyst Target | +61.3% to analyst PT |
| Profit Margin | -30.54% |
| Operating Margin (TTM) | -54.06% |
| Revenue (TTM) | $2.01B |
| Earnings Growth (YoY) | -38.50% |
| Dividend Rate | 1.7% |
| Analyst Target Price | $69.56 (6 analysts) |
| Year | Revenue | Net Income | Gross Profit | EBITDA |
|---|---|---|---|---|
| 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 |
| 2026 | $1.99B | -$521M | $1.02B | -$884M |
| Quarter | Revenue | Net Income |
|---|---|---|
| Sep 2025 | $454M | -$366M |
| Dec 2025 | $587M | -$123M |
| Mar 2026 | $589M | -$7.8M |
| Jun 2026 | $379M | -$116M |
| Insider Ownership | 5.5% |
|---|---|
| Institutional Ownership | 98.4% |
| Short Float | 8.2% |
| % of All Funds Holding | 3.09% |
| Number of Funds Holding | 272 |
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
| Timeframe | SMA | Value | Trend Context |
|---|---|---|---|
| Weekly | 10-Week SMA | $47.46 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $50.95 | Medium-term trend |
| Weekly | 80-Week SMA | $55.00 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $45.28 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $50.85 | Near-term monthly trend |
| Monthly | 20-Month SMA | $54.75 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $48.37 | Secular monthly trend |
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 Level | Type | Volume Ratio | Age |
|---|---|---|---|
| $70.00 | resistance | 2.33x | 7 months ago |
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | 0.41% | -0.28% | 48.00% | 10.22% | -9.12% |
| 1 Day | 1.66% | 1.78% | 68.00% | 10.11% | -7.79% |
| 1 Week | 2.09% | 1.37% | 64.00% | 18.32% | -8.34% |
| 2 Weeks | -0.62% | 0.26% | 52.00% | 16.63% | -25.74% |
| 1 Month | -1.69% | -1.38% | 37.50% | 21.70% | -23.17% |
Next earnings: November 5, 2026 (37 days away)
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
| Day | Avg Return | Win Rate | Samples |
|---|---|---|---|
| Monday | 0.15% | 52.5% | 282 |
| Tuesday | 0.03% | 48.2% | 313 |
| Wednesday | 0.13% | 52.1% | 311 |
| Thursday | -0.07% | 51.0% | 304 |
| Friday | 0.14% | 51.2% | 303 |
Institutional holder breakdown coming soon.
Total institutional ownership: 98.4%
Total insider ownership: 5.5%
Founder-led management: Monte Brem (Co-Founder & Executive Chairman), Thomas Keck (Partner, Head of Research and Portfolio Management & Director)
| Total Filings | 11 |
|---|---|
| Net Value | -$33.1M |
| Net Shares Change | -512,759 |
| % of Float | -0.7% |
| C-Suite Filings | 10 |
| Clusters Detected | 0 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| Fernandez Jose A | Co-Chief Operating Officer | -$22.7M | 4 | 2 sell |
| McCabe Michael I | Head of Strategy | -$7.7M | 2 | 1 buy, 2 sell |
| Hart Scott W | Chief Executive Officer | -$2.0M | 3 | N/A |
| Mitchell Steven R | +$565,771.704 | 1 | 1 buy |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-06-11 | McCabe Michael I | Head of Strategy | +$5.0M | Transaction at $41.85, now +3.0% |
| 2025-12-12 | McCabe Michael I | Head of Strategy | -$12.7M | Transaction at $66.17, now -34.9% |
| 2026-02-25 | Mitchell Steven R | +$565,771.704 | Transaction at $44.23, now -2.5% | |
| 2026-04-02 | Fernandez Jose A | Co-Chief Operating Officer | -$200 | Transaction at $0.00, now +4310900.0% |
| 2025-10-01 | Fernandez Jose A | Co-Chief Operating Officer | -$200 | Transaction at $0.00, now +4310900.0% |
| 2026-06-03 | Fernandez Jose A | Co-Chief Operating Officer | -$9.6M | Transaction at $47.51, now -9.3% |
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 →