StepStone Group (STEP)
StepStone Group on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as investment advice.
6.1M
Short interest
settlement 2026-09-30
5.7
Days to cover
+0.7 days vs prior
75.4%
Short share of volume
2026-10-09
85
Fails to deliver
settlement 2026-08-24
Thu 5 Nov
Next earnings
estimated date
$0
Insider flow, 90 days
0 buys, 0 sells
As of 2026-10-09.
Short interest
FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSONAs of 30 September 2026, short interest in STEP is 6,105,286 shares, down 90,665 shares over the last month. Over the last 48 readings it ranged from 1,461,504 shares (13 December 2024) to 7,108,339 shares (15 July 2026). At the reported average volume of 1.1M shares a day that is 5.7 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/step" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-30 | 6,105,286 | +14.4% | 1,079,071 | 5.66 |
| 2026-09-15 | 5,336,780 | -13.9% | 1,084,344 | 4.92 |
| 2026-08-31 | 6,195,951 | -3.6% | 864,914 | 7.16 |
| 2026-08-14 | 6,429,637 | -6.8% | 1,827,653 | 3.52 |
| 2026-07-31 | 6,900,693 | -2.9% | 1,116,428 | 6.18 |
| 2026-07-15 | 7,108,339 | +28.2% | 1,445,516 | 4.92 |
| 2026-06-30 | 5,542,955 | -8.9% | 1,888,519 | 2.94 |
| 2026-06-15 | 6,081,776 | +15.2% | 1,446,301 | 4.21 |
| 2026-05-29 | 5,281,461 | +13.6% | 1,313,837 | 4.02 |
| 2026-05-15 | 4,651,339 | -1.3% | 668,120 | 6.96 |
| 2026-04-30 | 4,710,020 | +10.9% | 920,178 | 5.12 |
| 2026-04-15 | 4,246,558 | +2.7% | 966,300 | 4.39 |
| 2026-03-31 | 4,135,965 | +0.8% | 1,025,707 | 4.03 |
| 2026-03-13 | 4,102,599 | +9.7% | 1,517,374 | 2.70 |
| 2026-02-27 | 3,741,686 | +22.6% | 2,095,853 | 1.79 |
| 2026-02-13 | 3,051,721 | +43.6% | 1,523,948 | 2.00 |
| 2026-01-30 | 2,124,504 | -17.6% | 556,677 | 3.82 |
| 2026-01-15 | 2,579,673 | +0.4% | 776,307 | 3.32 |
| 2025-12-31 | 2,568,807 | +6.9% | 603,344 | 4.26 |
| 2025-12-15 | 2,402,043 | -21.0% | 760,218 | 3.16 |
| 2025-11-28 | 3,041,759 | +24.9% | 525,074 | 5.79 |
| 2025-11-14 | 2,435,857 | +5.6% | 791,257 | 3.08 |
| 2025-10-31 | 2,306,590 | -7.3% | 508,562 | 4.54 |
| 2025-10-15 | 2,489,154 | -12.2% | 570,738 | 4.36 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 9 October 2026, the short share of STEP volume is 75.4%, up 25.7 points over the last five sessions. Over the last 30 readings it ranged from 40.6% (5 October 2026) to 78.0% (1 October 2026). The latest reading sits at the top of that range. The latest reading is 15.6 points above the 30-session average of 59.8%, on 133K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-09 | 100K | 133K | 75.4% | 0 |
| 2026-10-08 | 167K | 256K | 65.4% | 0 |
| 2026-10-07 | 182K | 347K | 52.5% | 142 |
| 2026-10-06 | 171K | 305K | 56.2% | 11 |
| 2026-10-05 | 223K | 550K | 40.6% | 143 |
| 2026-10-02 | 252K | 507K | 49.7% | 0 |
| 2026-10-01 | 359K | 460K | 78.0% | 0 |
| 2026-09-30 | 339K | 446K | 76.0% | 0 |
| 2026-09-29 | 95K | 174K | 54.7% | 0 |
| 2026-09-28 | 129K | 181K | 71.1% | 0 |
| 2026-09-25 | 193K | 314K | 61.2% | 103 |
| 2026-09-24 | 123K | 234K | 52.4% | 20 |
| 2026-09-23 | 166K | 321K | 51.8% | 726 |
| 2026-09-22 | 149K | 251K | 59.4% | 111 |
| 2026-09-21 | 108K | 186K | 58.1% | 9 |
| 2026-09-18 | 198K | 260K | 76.1% | 1 |
| 2026-09-17 | 173K | 279K | 61.9% | 3 |
| 2026-09-16 | 243K | 424K | 57.3% | 0 |
| 2026-09-15 | 425K | 549K | 77.3% | 34,328 |
| 2026-09-14 | 567K | 879K | 64.5% | 41,335 |
| 2026-09-11 | 152K | 240K | 63.5% | 0 |
| 2026-09-10 | 175K | 301K | 58.1% | 641 |
| 2026-09-09 | 230K | 403K | 57.0% | 0 |
| 2026-09-08 | 195K | 355K | 54.9% | 0 |
| 2026-09-04 | 120K | 291K | 41.3% | 2 |
| 2026-09-03 | 313K | 485K | 64.7% | 17,351 |
| 2026-09-02 | 285K | 506K | 56.2% | 0 |
| 2026-09-01 | 295K | 411K | 71.8% | 187 |
| 2026-08-31 | 138K | 314K | 43.8% | 928 |
| 2026-08-28 | 210K | 491K | 42.8% | 9,054 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 24 August 2026, the fails-to-deliver balance in STEP is 85 shares, up 83 shares over the last settlement date. Over the last 30 readings it ranged from 2 shares (3 August 2026) to 57,999 shares (13 July 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-08-24 | 85 | $49.99 | $4K |
| 2026-08-12 | 2 | $49.51 | $99 |
| 2026-08-06 | 1,788 | $49.82 | $89K |
| 2026-08-03 | 2 | $43.86 | $88 |
| 2026-07-31 | 2,817 | $43.63 | $123K |
| 2026-07-30 | 473 | $43.00 | $20K |
| 2026-07-29 | 3,573 | $44.63 | $159K |
| 2026-07-24 | 704 | $40.59 | $29K |
| 2026-07-22 | 179 | $42.97 | $8K |
| 2026-07-16 | 2,602 | $44.78 | $117K |
| 2026-07-15 | 240 | $43.42 | $10K |
| 2026-07-14 | 144 | $42.81 | $6K |
| 2026-07-13 | 57,999 | $42.96 | $2.5M |
| 2026-07-06 | 2,538 | $41.13 | $104K |
| 2026-06-26 | 65 | $40.91 | $3K |
| 2026-06-17 | 45 | $48.31 | $2K |
| 2026-06-15 | 230 | $44.39 | $10K |
| 2026-06-08 | 274 | $44.91 | $12K |
| 2026-06-04 | 20,315 | $43.63 | $886K |
| 2026-06-02 | 1,072 | $48.35 | $52K |
| 2026-05-28 | 365 | $52.30 | $19K |
| 2026-05-26 | 1,400 | $53.74 | $75K |
| 2026-05-12 | 101 | $55.74 | $6K |
| 2026-04-13 | 4,648 | $45.91 | $213K |
| 2026-03-20 | 102 | $47.14 | $5K |
| 2026-03-11 | 1,026 | $46.37 | $48K |
| 2026-03-09 | 653 | $45.66 | $30K |
| 2026-02-26 | 163 | $46.55 | $8K |
| 2026-02-25 | 138 | $45.75 | $6K |
| 2026-02-23 | 601 | $50.07 | $30K |
Insider trades
SEC Form 4, newest first, 50 of 100 shown. JSONNo open-market insider trades were reported for STEP in the last 90 days. The most recent filings are listed below. Latest filing: Park David Y (Chief Financial Officer) on 2026-09-30.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Park David Y | Chief Financial Officer | Grant | 70 | $36.89 | $3K | 51K |
| 2026-09-08 | Raymond Anne L | Director | Grant | 5K | $50.74 | $260K | 32K |
| 2026-09-08 | Mitchell Steven R | Director | Grant | 5K | $50.74 | $245K | 18K |
| 2026-09-08 | Hoffmeister David F | Director | Grant | 6K | $50.74 | $285K | 20K |
| 2026-09-08 | Brown Valerie Gay | Director | Grant | 6K | $50.74 | $280K | 12K |
| 2026-06-11 | McCabe Michael I | Head of Strategy | Buy | 23K | $42.44 | $981K | 433K |
| 2026-06-11 | McCabe Michael I | Head of Strategy | Buy | 97K | $41.71 | $4.0M | 410K |
| 2026-06-03 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 2K | $42.64 | $98K | 0 |
| 2026-06-02 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 15K | $47.33 | $700K | 2K |
| 2026-06-02 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 85K | $46.41 | $4.0M | 17K |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 3K | $50.59 | $171K | 102K |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 12K | $49.78 | $603K | 106K |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 56K | $48.57 | $2.7M | 118K |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 28K | $47.90 | $1.4M | 174K |
| 2026-03-31 | Fernandez Jose A | Co-Chief Operating Officer | Disposition | 200K | $0.00 | $0 | 3.0M |
| 2026-03-31 | Fernandez Jose A | Co-Chief Operating Officer | Conversion | 200K | price not stated in the filing | not stated | 200K |
| 2026-03-31 | Park David Y | Chief Financial Officer | Grant | 64 | price not stated in the filing | not stated | 51K |
| 2026-03-13 | Ment Jason P | President & Co-COO | Grant | 16K | price not stated in the filing | not stated | 50K |
| 2026-03-13 | Fernandez Jose A | Co-Chief Operating Officer | Grant | 7K | price not stated in the filing | not stated | 19K |
| 2026-03-13 | McCabe Michael I | Head of Strategy | Grant | 7K | price not stated in the filing | not stated | 313K |
| 2026-03-13 | Park David Y | Chief Financial Officer | Grant | 10K | price not stated in the filing | not stated | 28K |
| 2026-03-13 | Park David Y | Chief Financial Officer | Grant | 22K | price not stated in the filing | not stated | 51K |
| 2026-03-13 | Hart Scott W | Chief Executive Officer | Grant | 28K | price not stated in the filing | not stated | 79K |
| 2026-03-13 | Keathley Anthony | Chief Accounting Officer | Grant | 2K | price not stated in the filing | not stated | 4K |
| 2026-03-13 | Keck Thomas | Director | Grant | 7K | price not stated in the filing | not stated | 21K |
| 2026-02-23 | Mitchell Steven R | Director | Buy | 12K | $44.18 | $508K | 13K |
| 2026-02-23 | Mitchell Steven R | Director | Buy | 86 | $44.33 | $4K | 1K |
| 2026-02-23 | Mitchell Steven R | Director | Buy | 1K | $44.65 | $54K | 1K |
| 2026-02-14 | Park David Y | Chief Financial Officer | Tax withholding | 3K | $56.76 | $198K | 19K |
| 2026-02-14 | Keathley Anthony | Chief Accounting Officer | Tax withholding | 296 | $56.76 | $17K | 2K |
| 2026-01-26 | Hart Scott W | Chief Executive Officer | Sell | 5K | $72.97 | $393K | 0 |
| 2026-01-26 | Hart Scott W | Chief Executive Officer | Sell | 5K | $71.99 | $332K | 5K |
| 2025-12-26 | Hart Scott W | Chief Executive Officer | Sell | 10K | $66.17 | $662K | 10K |
| 2025-12-10 | McCabe Michael I | Head of Strategy | Sell | 74K | $66.14 | $4.9M | 122K |
| 2025-12-10 | McCabe Michael I | Head of Strategy | Sell | 9K | $66.82 | $621K | 306K |
| 2025-12-10 | McCabe Michael I | Head of Strategy | Sell | 109K | $66.15 | $7.2M | 315K |
| 2025-11-25 | Hart Scott W | Chief Executive Officer | Sell | 10K | $61.70 | $617K | 20K |
| 2025-11-13 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 15K | $62.75 | $939K | 0 |
| 2025-11-13 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 55K | $62.18 | $3.4M | 15K |
| 2025-11-12 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 6K | $63.17 | $380K | 70K |
| 2025-11-12 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 58K | $62.70 | $3.6M | 76K |
| 2025-11-12 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 7K | $61.73 | $407K | 134K |
| 2025-11-11 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 200 | $62.07 | $12K | 141K |
| 2025-11-11 | Fernandez Jose A | Co-Chief Operating Officer | Sell | 70K | $61.41 | $4.3M | 141K |
| 2025-10-27 | Hart Scott W | Chief Executive Officer | Sell | 10K | $64.34 | $643K | 30K |
| 2025-10-01 | Park David Y | Chief Financial Officer | Grant | 109 | $45.81 | $5K | 22K |
| 2025-09-30 | Keck Thomas | Director | Gift | 31K | $0.00 | $0 | 31K |
| 2025-09-30 | Fernandez Jose A | Co-Chief Operating Officer | Conversion | 200K | price not stated in the filing | not stated | 211K |
| 2025-09-30 | Fernandez Jose A | Co-Chief Operating Officer | Disposition | 200K | $0.00 | $0 | 3.2M |
| 2025-09-30 | Keck Thomas | Director | Gift | 31K | $0.00 | $0 | 2.5M |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON5 Form 144 notices on file for STEP worth $38.3M at the prices reported; 0 in the last 90 days worth $0. Latest: FERNANDEZ FAMILY TRUST U/A DTD 01/16/2008 filed on 2026-06-01 to sell 202,290 shares ($10.0M) from 2026-06-01.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-06-01 | FERNANDEZ FAMILY TRUST U/A DTD 01/16/2008Director, Officer | 202K | $10.0M | 0.251% | 2026-06-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-10 | MICHAEL MCCABEOfficer | 118K | $7.8M | 0.149% | 2025-12-10 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-10 | BENZY LLCOfficer | 74K | $4.9M | 0.094% | 2025-12-10 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-12 | FERNANDEZ FAMILY TRUST U/A DTD01/16/2008Director, Officer | 211K | $13.1M | 0.267% | 2025-11-11 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-10-27 | HART FAMILY TRUST U/T/A DTD 10/24/2013Director, Officer, 10% Stockholder | 40K | $2.5M | 0.051% | 2025-10-27 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON13 holders report 5% or more of STEP in their latest filing, 2 on Schedule 13D (active intent). The largest reported stake is Wellington Group Holdings LLP at 7.3% of the class (5,723,073 shares), filed 2025-11-12 for an event on 2025-09-30.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-07-31 | 13G/Ano. 3 | Millennium Management LLCother entity | 5.6M | 6.8% | 2026-06-30 |
| 2026-07-31 | 13G/Ano. 3 | Millennium Group Management LLCother entity | 5.6M | 6.8% | 2026-06-30 |
| 2026-07-31 | 13G/Ano. 3 | Israel A. Englanderindividual | 5.6M | 6.8% | 2026-06-30 |
| 2026-07-31 | 13G/Ano. 3 | Integrated Core Strategies (US) LLCother entity | 5.0M | 6.0% | 2026-06-30 |
| 2026-05-06 | 13G/Ano. 1 | Invesco Ltd.parent holding company, investment adviser | 501K | 0.6% | 2026-03-31 |
| 2026-04-30 | 13G | Vanguard Capital Managementinvestment adviser | 4.1M | 5.1% | 2026-03-31 |
| 2026-04-29 | 13G | Vanguard Portfolio Managementinvestment adviser | 4.5M | 5.7% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 7 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-01-14 | 13D/Ano. 6 | James Limindividual | 3.2M | 4.0% | 2026-01-13 |
| 2026-01-08 | 13D/Ano. 3 | KAISER GEORGE Bindividual | 3.7M | 4.3% | 2026-01-06 |
| 2026-01-08 | 13D/Ano. 3 | ARG Private Equity, LLCparent holding company, other entity | 3.7M | 4.3% | 2026-01-06 |
| 2026-01-08 | 13D/Ano. 3 | ARGO Holdings, LLCother entity | 3.7M | 4.3% | 2026-01-06 |
| 2026-01-08 | 13D/Ano. 3 | Waldo Robertindividual | 3.7M | 4.3% | 2026-01-06 |
| 2026-01-08 | 13D/Ano. 3 | Sanford Energy, Inc.corporation | 3.6M | 4.2% | 2026-01-06 |
| 2025-11-14 | 13G/Ano. 2 | T. Rowe Price Associates, Inc.investment adviser | 4.4M | 5.6% | 2025-09-30 |
| 2025-11-12 | 13G | Wellington Group Holdings LLPparent holding company | 5.7M | 7.3% | 2025-09-30 |
| 2025-11-12 | 13G | Wellington Management Group LLPparent holding company | 5.7M | 7.3% | 2025-09-30 |
| 2025-11-12 | 13G | Wellington Investment Advisors Holdings LLPparent holding company | 5.7M | 7.3% | 2025-09-30 |
| 2025-11-12 | 13G | Wellington Management Company LLPinvestment adviser | 5.7M | 6.9% | 2025-09-30 |
| 2025-09-18 | 13D | Jose A. Fernandezindividual | 5.0M | 6.0% | 2025-09-18 |
| 2025-09-18 | 13D | Thomas Keckindividual | 4.3M | 5.2% | 2025-09-18 |
| 2025-09-18 | 13D/Ano. 21 | Michael I. McCabeindividual | 3.4M | 4.2% | 2025-09-18 |
| 2025-09-18 | 13D/Ano. 21 | Scott W. Hartindividual | 3.1M | 3.8% | 2025-09-18 |
| 2025-09-18 | 13D/Ano. 21 | Monte M. Bremindividual | 2.3M | 2.8% | 2025-09-18 |
| 2025-09-18 | 13D/Ano. 21 | Jason P. Mentindividual | 1.1M | 1.4% | 2025-09-18 |
13F holders
Tracked managers holding STEP at their latest 13F. JSON6 of the 30 tracked managers held STEP at their latest 13F, $293.9M in total at quarter-end prices. Millennium Management is the largest at $232.4M (0.1% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 3 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Millennium Management | 2026-06-30 | 5.6M | $232.4M | 0.08% | -1.6M |
| Point72 Asset Management | 2026-06-30 | 1.0M | $41.6M | 0.05% | +818K |
| Renaissance Technologies | 2026-06-30 | 213K | $8.8M | 0.01% | +122K |
| Citadel Advisors | 2026-06-30 | 183K | $7.6M | 0.00% | -1.8M |
| AQR Capital Management | 2026-06-30 | 71K | $2.9M | 0.00% | -83K |
| Two Sigma Investments | 2026-06-30 | 15K | $603K | 0.00% | new |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q1 FY 2027 (quarter ended 2026-06-30) StepStone Group reported revenue of $378.9M, up 4.0% from the same quarter a year earlier, and net loss of $115.8M (-1.41 diluted EPS). In FY 2026 it generated $66.5M of operating cash flow and spent $8.7M on buybacks and $117.8M on dividends.
- Equity
- -$539.2M
- Total assets
- $7.77B
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q1 FY 2027 | 2026-06-30 | $378.9M | -$115.8M | -30.6% | -1.41 |
| Q4 FY 2026derived | 2026-03-31 | $588.6M | -$7.8M | -1.3% | n/a |
| Q3 FY 2026 | 2025-12-31 | $586.5M | -$123.5M | -21.0% | -1.55 |
| Q2 FY 2026 | 2025-09-30 | $454.2M | -$366.1M | -80.6% | -4.66 |
| Q1 FY 2026 | 2025-06-30 | $364.3M | -$38.4M | -10.5% | -0.49 |
| Q4 FY 2025derived | 2025-03-31 | $377.7M | -$18.5M | -4.9% | n/a |
| Q3 FY 2025 | 2024-12-31 | $339.0M | -$192.0M | -56.6% | -2.61 |
| Q2 FY 2025 | 2024-09-30 | $271.7M | $17.6M | 6.5% | 0.26 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2026 | 2026-03-31 | $1.99B | -$535.8M | $66.5M | $2.6M | $8.7M | $117.8M |
| FY 2025 | 2025-03-31 | $1.17B | -$179.6M | $64.9M | $5.1M | $0 | $75.8M |
| FY 2024 | 2024-03-31 | $711.6M | $58.1M | $161.5M | $19.6M | $0 | $68.5M |
| FY 2023 | 2023-03-31 | -$67.6M | -$18.4M | $151.2M | $5.6M | n/a | $50.0M |
| FY 2022 | 2022-03-31 | $1.37B | $193.9M | $214.3M | $2.1M | n/a | $23.9M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30.
What this page is
StepStone Group in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows StepStone Group (STEP), SEC CIK 1796022, listed on Nasdaq, classified by the SEC as investment advice. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-09.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-08-24.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-06-01.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-07-31.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-08-06.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-30.JSON and CSV
- Company record
- EDGAR filing index for CIK 1796022Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as investment advice
- MORNMorningstar
- ARESAres Management
- TROWT. Rowe Price
- APOApollo Global Management
- MCMoelis
- CNSCohen & Steers
- AMPAmeriprise Financial
- IVZInvesco
- BXBlackstone
- RILYBRC Group Holdings
- CGCarlyle Group
- FHIFederated Hermes
- AMGAffiliated Managers Group
- VCTRVictory Capital Holdings
- GCMGGCM Grosvenor
- OWLBlue Owl Capital
- HLIHoulihan Lokey
- BENFranklin Templeton
- HNNAHennessy Advisors
- HKHCHorizon Kinetics Holding
- HLNEHamilton Lane
- VRTSVirtus Investment Partners
- WHGWestwood Holdings Group
- EVREvercore
Datasets
Frequently Asked Questions
How much of STEP is sold short?
What is STEP's daily short volume?
Does STEP have fails to deliver?
Are STEP insiders buying or selling?
Have STEP insiders filed to sell?
Who owns 5% or more of STEP?
What did STEP report last quarter?
Which tracked 13F managers own STEP?
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.