Ibex Wealth Advisors »

Stepstone Group shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Stepstone Group (STEP) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Stepstone Group

Tip: Access up to 7 years of quarterly data

All positions including Stepstone Group held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stepstone Group by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.0M 122k 41.36
2025-09-30 $449k 6.9k 65.31

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Micron Technology Common Stock (MU)
Broadcom Common Stock (AVGO)
Apple Common Stock (AAPL)
Vertiv Holdings Common Stock (VRT)
Microsoft Corp Common Stock (MSFT)
Williams Cos Common Stock (WMB)
Dell Technologies Common Stock (DELL)
Alphabet Common Stock (GOOGL)
Applovin Corp Common Stock (APP)
Palantir Technologies Common Stock (PLTR)
Jackson Financial Common Stock (JXN)
Amazon Common Stock (AMZN)
F/m U S MF Closed and MF Open (TBIL)
Lam Research Common Stock (LRCX)

View all positions for Ibex Wealth Advisors

Top funds holding Stepstone Group

BlackRock
Millennium Management
Wellington Management Company
T. Rowe Price Associates
Vanguard Portfolio Management
Pitcairn Wealth Advisors
Vanguard Capital Management
Capital World Investors
State Street Corporation
Citadel Advisors
Geode Capital Management
William Blair Investment Management
Balyasny Asset Management
Adage Capital Partners GP
Westfield Capital Management Company

View all funds holding Stepstone Group