Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
StepStone Group Inc. (STEP)
USD46.26
+2.84 (+6.54%)
US NASDAQ Financial Services Asset Management
Address
277 Park Avenue 10172
New York, NY, US
New York, NY, US
CEO
Scott Hart
Website
stepstonegroup.com
IPO
2020-09-16
CIK 1796022 ISIN US85914M1071
Description
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 investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. The firm seeks to make minority and majority investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, South Korea, Europe, Australia and Asia.
News Sentiment (7d)
Based on only 1 article — low confidence
- StepStone Group (STEP) Surges 6.9%: Is This an Indication of Further Gains? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD46.26
+2.84 (+6.54%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
1.28
Float Shares
110.26M
Free Float %
88.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.99% | -4.88% | -5.73% | +3.85% | -12.41% | -18.97% | -11.00% | +130.29% | +62.91% | +108.00% | +108.00% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (8 ratings, all time)
Buy
Price Targets & DCF
Current price
46.26
Low
55.00
+18.9%
Consensus
72.50
+56.7%
Median
65.50
+41.6%
High
104.00
+124.8%
DCF (Unlevered)
21.17
-54.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
88% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 5 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
59.00
+27.5%
|
| Last Quarter | 2 |
57.00
+23.2%
|
| Last Year | 13 |
74.08
+60.1%
|
| All Time | 23 |
62.15
+34.3%
|
Quality scores
Altman Z-Score
0.38
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+69.5% ★ Q1'26: +55.8% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-171.4% Q1'26: +58.3% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-26.9% Q1'26: +4.5% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+0.0% Q1'26: +0.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%— Q1'26: +0.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+12.9% Q1'26: +5.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 4 Rev. Ana. 6 EPS Ana. |
Mar 2027 4 Rev. Ana. 6 EPS Ana. |
Mar 2028 3 Rev. Ana. 3 EPS Ana. |
Mar 2029 2 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
787.72M
est: 336.77M (+133.9%)
|
1.37B
est: 623.92M (+118.9%)
|
-67.57M
est: 617.14M (-110.9%)
|
711.63M
est: 720.02M (-1.2%)
|
1.17B
est: 901.03M (+30.4%)
|
1.19B
1.18B – 1.20B
+32.5% YoY
|
1.39B
1.36B – 1.42B
+16.7% YoY
|
1.59B
1.53B – 1.65B
+14.2% YoY
|
1.42B
1.34B – 1.47B
-10.9% YoY
|
| EBITDA |
350.70M
est: 58.63M (+498.2%)
|
540.67M
est: 108.61M (+397.8%)
|
10.18M
est: 107.43M (-90.5%)
|
252.32M
est: 125.34M (+101.3%)
|
-205.23M
est: 156.85M (-230.8%)
|
207.84M
206.26M – 209.43M
+32.5% YoY
|
242.46M
236.24M – 247.12M
+16.7% YoY
|
276.90M
265.76M – 288.05M
+14.2% YoY
|
246.80M
233.11M – 256.16M
-10.9% YoY
|
| EBIT |
345.21M
est: 97.00M (+255.9%)
|
513.69M
est: 179.71M (+185.8%)
|
-37.27M
est: 177.76M (-121.0%)
|
204.73M
est: 207.39M (-1.3%)
|
-250.72M
est: 259.53M (-196.6%)
|
343.90M
341.27M – 346.52M
+32.5% YoY
|
401.18M
390.89M – 408.89M
+16.7% YoY
|
458.16M
439.72M – 476.60M
+14.2% YoY
|
408.35M
385.70M – 423.84M
-10.9% YoY
|
| Net Income |
62.63M
est: 56.33M (+11.2%)
|
193.89M
est: 114.89M (+68.8%)
|
-18.40M
est: 91.33M (-120.1%)
|
58.09M
|
-179.56M
est: 128.93M (-239.3%)
|
148.85M
145.31M – 150.98M
+15.4% YoY
|
175.86M
167.07M – 185.33M
+18.1% YoY
|
226.22M
209.90M – 237.37M
+28.6% YoY
|
209.39M
194.29M – 219.71M
-7.4% YoY
|
| SGA |
56.38M
est: -131.49M (+142.9%)
|
124.46M
est: -243.60M (+151.1%)
|
172.10M
est: -240.96M (+171.4%)
|
209.67M
est: -281.13M (+174.6%)
|
161.25M
est: -351.80M (+145.8%)
|
-466.16M
-469.72M – -462.60M
-32.5% YoY
|
-543.81M
-554.26M – -529.86M
-16.7% YoY
|
-621.05M
-646.05M – -596.05M
-14.2% YoY
|
-553.53M
-574.53M – -522.82M
+10.9% YoY
|
| EPS |
2.11
est: 0.79 (+166.5%)
|
3.89
est: 1.61 (+140.9%)
|
-0.30
est: 1.28 (-123.4%)
|
0.92
|
-2.52
est: 1.81 (-239.1%)
|
2.09
2.04 – 2.12
+15.4% YoY
|
2.47
2.35 – 2.61
+18.1% YoY
|
3.18
2.95 – 3.34
+28.6% YoY
|
2.94
2.73 – 3.09
-7.4% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-21 | Evercore ISI Group | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
69.79M
OE per share TTM
0.86
Owner's Yield
1.67%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
8.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
263
Total invested
3.98B
Insider transactions (90d)
0
Beneficial owners (>5%)
27
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Jason P. Ment | 43.61M | 39.60% | — | 43.61M | 1.19M | — | IN | — | 2024-12-05 | ↗ |
| 2 | Jose A. Fernandez | 43.61M | 39.60% | — | 43.61M | 5.03M | — | IN | — | 2024-12-05 | ↗ |
| 3 | Michael I. McCabe | 43.61M | 39.60% | — | 43.61M | 3.76M | — | IN | — | 2024-12-05 | ↗ |
| 4 | Monte M. Brem | 43.61M | 39.60% | — | 43.61M | 2.28M | — | IN | — | 2024-12-05 | ↗ |
| 5 | Scott W. Hart | 43.61M | 39.60% | — | 43.61M | 3.23M | — | IN | — | 2024-12-05 | ↗ |
| 6 | Thomas Keck | 43.61M | 39.60% | — | 43.61M | 4.35M | — | IN | — | 2024-12-05 | ↗ |
| 7 | Wellington Group Holdings LLP | 4.80M | 7.73% | — | 4.18M | — | — | HC | — | 2023-02-06 | ↗ |
| 8 | Wellington Investment Advisors Holdings LLP | 4.80M | 7.73% | — | 4.18M | — | — | HC | — | 2023-02-06 | ↗ |
| 9 | Wellington Management Group LLP | 4.80M | 7.73% | — | 4.18M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 4.73M | 7.91% | — | 79.5K | 4.61M | 117.7K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 11 | 52-0556948 | 4.70M | 6.90% | 4.56M | — | 4.70M | — | IA | Maryland | 2024-11-14 | ↗ |
| 12 | Wellington Management Company LLP | 4.62M | 7.45% | — | 4.18M | — | — | IA | — | 2023-02-06 | ↗ |
| 13 | 13-3017981 | 4.11M | 6.90% | 4.11M | — | 4.11M | — | HC | New York | 2022-02-14 | ↗ |
| 14 | Abigail P. Johnson | 3.94M | 5.80% | — | — | 3.94M | — | IN | Delaware | 2024-11-12 | ↗ |
| 15 | FMR LLC | 3.94M | 5.80% | 3.92M | — | 3.94M | — | HC | Delaware | 2024-11-12 | ↗ |
| 16 | Israel A. Englander | 3.75M | 5.70% | — | 3.75M | — | 3.75M | IN | Delaware | 2024-06-20 | ↗ |
| 17 | Millennium Group Management LLC | 3.75M | 5.70% | — | 3.75M | — | 3.75M | OO | Delaware | 2024-06-20 | ↗ |
| 18 | Millennium Management LLC | 3.75M | 5.70% | — | 3.75M | — | 3.75M | OO | Delaware | 2024-06-20 | ↗ |
| 19 | Federated Hermes, Inc. | 3.47M | 5.79% | 3.47M | — | 3.47M | — | HC | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 20 | J. Christopher Donahue | 3.47M | 5.79% | — | 3.47M | — | 3.47M | IN | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 21 | Rhodora J. Donahue | 3.47M | 5.79% | — | 3.47M | — | 3.47M | IN | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 22 | Thomas R. Donahue | 3.47M | 5.79% | — | 3.47M | — | 3.47M | IN | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 23 | Voting Shares Irrevocable Trust | 3.47M | 5.79% | 3.47M | — | 3.47M | — | OO | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 24 | Wasatch Advisors, Inc. 87-0319391 | 3.46M | 5.80% | 3.46M | — | 3.46M | — | IA | — | 2022-02-11 | ↗ |
| 25 | (1) BlackRock, Inc. | 3.44M | 5.50% | 3.38M | — | 3.44M | — | HC | Delaware | 2023-02-03 | ↗ |
| 26 | JPMORGAN CHASE & CO.13-2624428 | 3.16M | 5.20% | 3.03M | — | 3.16M | — | HC | Delaware | 2022-01-18 | ↗ |
| 27 | 85-4328500 | 3.02M | 4.70% | 1.02M | — | 3.36M | — | IA | — | 2024-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
263
+2 vs prev Q
New positions
60
Closed positions
62
Increased
154
Reduced
79
Put/Call ratio
0.32
Calls held
578.4K
Puts held
187.8K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 10.63M +353.6K (+3.4%) | 681.83M +11.0M (+1.6%) | 13.37% +0.176 pp | 0.01% 0.000 pp | USD57.80 +11.0% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 8.45M +728.4K (+9.4%) | 542.23M +37.9M (+7.5%) | 10.63% +0.715 pp | 0.01% +0.000 pp | USD42.12 +52.4% | 22 qtrs — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 6.23M +504.7K (+8.8%) | 399.63M +25.9M (+6.9%) | 7.84% +0.485 pp | 0.07% +0.005 pp | USD45.31 +41.6% | 22 qtrs — |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | 5.10M +724.2K (+16.5%) | 327.44M +41.5M (+14.5%) | 6.42% +0.797 pp | 0.04% +0.005 pp | USD50.59 +26.8% | 22 qtrs — |
| 5 | MILLENNIUM MANAGEMENT LLC | 4.46M +561.2K (+14.4%) | 285.95M +31.6M (+12.4%) | 5.61% +0.604 pp | 0.12% +0.012 pp | USD50.90 +26.1% | 22 qtrs — |
| 6 | — | 4.04M +4.0M (+100.0%) | 259.30M +259.3M (+100.0%) | 5.09% +5.085 pp | 23.33% +23.325 pp | USD64.17 +0.0% | 1 qtrs NEW |
| 7 | INVESCO LTD. | 4.01M -132.7K (-3.2%) | 257.08M -13.2M (-4.9%) | 5.04% -0.275 pp | 0.04% -0.003 pp | USD53.96 +18.9% | 22 qtrs — |
| 8 | CAPITAL WORLD INVESTORS | 3.06M +94.8K (+3.2%) | 196.15M +2.7M (+1.4%) | 3.85% +0.042 pp | 0.03% +0.000 pp | USD34.12 +88.1% | 22 qtrs — |
| 9 | STATE STREET CORP | 2.76M -1.8K (-0.1%) | 176.79M -3.3M (-1.8%) | 3.47% -0.074 pp | 0.01% 0.000 pp | USD44.18 +45.2% | 21 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.78M +52.7K (+3.1%) | 114.03M +1.4M (+1.3%) | 2.24% +0.021 pp | 0.01% 0.000 pp | USD42.94 +49.4% | 21 qtrs — |
| 11 | CITADEL ADVISORS LLC | 1.60M +89.7K (+5.9%) | 102.62M +4.0M (+4.1%) | 2.01% +0.073 pp | 0.02% +0.000 pp | USD54.66 +17.4% | 22 qtrs — |
| 12 | FRANKLIN RESOURCES INC | 1.18M +8.1K (+0.7%) | 75.90M -818.7K (-1.1%) | 1.49% -0.021 pp | 0.02% -0.001 pp | USD46.84 +37.0% | 8 qtrs — |
| 13 | ALLIANCEBERNSTEIN L.P. | 1.17M -45.3K (-3.7%) | 75.24M -4.3M (-5.4%) | 1.48% -0.089 pp | 0.02% -0.001 pp | USD41.49 +54.7% | 21 qtrs — |
| 14 | JPMORGAN CHASE & CO | 1.17M -210.2K (-15.3%) | 74.79M -15.1M (-16.8%) | 1.47% -0.301 pp | 0.00% -0.001 pp | USD34.15 +87.9% | 22 qtrs — |
| 15 | FMR LLC | 1.03M -801.5K (-43.7%) | 66.15M -53.5M (-44.7%) | 1.30% -1.057 pp | 0.00% -0.003 pp | USD30.27 +112.0% | 22 qtrs — |
| 16 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 917.5K -871.1K (-48.7%) | 58.88M -57.9M (-49.6%) | 1.15% -1.143 pp | 0.04% -0.034 pp | USD30.34 +111.5% | 14 qtrs — |
| 17 | WASATCH ADVISORS LP | 917.5K -215.6K (-19.0%) | 58.87M -15.1M (-20.4%) | 1.15% -0.301 pp | 0.35% -0.048 pp | USD35.89 +78.8% | 21 qtrs — |
| 18 | FRED ALGER MANAGEMENT, LLC | 906.1K +45.7K (+5.3%) | 58.14M +1.9M (+3.5%) | 1.14% +0.035 pp | 0.23% +0.009 pp | USD37.28 +72.1% | 22 qtrs — |
| 19 | CIBC PRIVATE WEALTH GROUP, LLC | 899.6K -34.7K (-3.7%) | 57.72M -3.3M (-5.4%) | 1.13% -0.068 pp | 0.10% -0.007 pp | USD56.35 +13.9% | 6 qtrs — |
| 20 | RAYMOND JAMES FINANCIAL INC | 801.6K +47.2K (+6.3%) | 51.61M +2.3M (+4.8%) | 1.01% +0.040 pp | 0.02% +0.000 pp | USD58.69 +9.3% | 5 qtrs — |
| 21 | AMERIPRISE FINANCIAL INC | 803.5K +53.7K (+7.2%) | 51.56M +2.6M (+5.3%) | 1.01% +0.048 pp | 0.01% +0.000 pp | USD63.04 +1.8% | 7 qtrs — |
| 22 | CAPITAL RESEARCH GLOBAL INVESTORS | 794.9K +— (+0.0%) | 51.01M -906.2K (-1.7%) | 1.00% -0.021 pp | 0.01% 0.000 pp | USD32.93 +94.9% | 22 qtrs — |
| 23 | MORGAN STANLEY | 793.1K +248.9K (+45.7%) | 50.90M +15.4M (+43.2%) | 1.00% +0.299 pp | 0.00% +0.001 pp | USD53.39 +20.2% | 22 qtrs — |
| 24 | WESTFIELD CAPITAL MANAGEMENT CO LP | 786.5K +7.8K (+1.0%) | 50.47M -389.0K (-0.8%) | 0.99% -0.011 pp | 0.21% -0.003 pp | USD65.30 -1.7% | 2 qtrs — |
| 25 | BAMCO INC /NY/ | 730.6K +132.3K (+22.1%) | 46.88M +7.8M (+20.0%) | 0.92% +0.151 pp | 0.13% +0.023 pp | USD57.68 +11.3% | 12 qtrs — |
| 26 | NORTHERN TRUST CORP | 679.8K -35.7K (-5.0%) | 43.62M -3.1M (-6.6%) | 0.86% -0.064 pp | 0.01% 0.000 pp | USD44.61 +43.8% | 22 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 674.9K +14.0K (+2.1%) | 43.31M +146.2K (+0.3%) | 0.85% +0.000 pp | 0.01% 0.000 pp | USD41.93 +53.0% | 21 qtrs — |
| 28 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 670.2K +46.3K (+7.4%) | 43.01M +2.3M (+5.5%) | 0.84% +0.042 pp | 0.12% +0.015 pp | USD42.56 +50.8% | 10 qtrs — |
| 29 | BALYASNY ASSET MANAGEMENT L.P. | 617.2K +233.8K (+61.0%) | 39.61M +14.6M (+58.1%) | 0.78% +0.284 pp | 0.05% +0.019 pp | USD58.11 +10.4% | 11 qtrs — |
| 30 | HOLOCENE ADVISORS, LP | 549.2K +529.3K (+2,659.7%) | 35.24M +33.9M (+2,611.5%) | 0.69% +0.666 pp | 0.07% +0.071 pp | USD63.86 +0.5% | 3 qtrs — |
| 31 | VOYA INVESTMENT MANAGEMENT LLC | 523.7K -328.0 (-0.1%) | 33.60M -618.4K (-1.8%) | 0.66% -0.014 pp | 0.03% -0.001 pp | USD57.32 +12.0% | 22 qtrs — |
| 32 | BANK OF NEW YORK MELLON CORP | 505.7K -33.3K (-6.2%) | 32.45M -2.8M (-7.8%) | 0.64% -0.056 pp | 0.01% -0.001 pp | USD34.77 +84.6% | 21 qtrs — |
| 33 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 461.0K -506.8K (-52.4%) | 29.58M -33.6M (-53.2%) | 0.59% -0.656 pp | 0.01% -0.010 pp | USD56.36 +13.9% | 5 qtrs — |
| 34 | NEUBERGER BERMAN GROUP LLC | 404.7K +13.4K (+3.4%) | 25.97M +412.7K (+1.6%) | 0.51% +0.007 pp | 0.02% +0.001 pp | USD59.39 +8.0% | 10 qtrs — |
| 35 | LOOMIS SAYLES & CO L P | 381.8K -56.5K (-12.9%) | 24.50M -4.1M (-14.4%) | 0.48% -0.083 pp | 0.03% -0.005 pp | USD38.93 +64.8% | 17 qtrs — |
| 36 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 370.2K +74.7K (+25.3%) | 23.76M +4.5M (+23.1%) | 0.47% +0.086 pp | 0.08% +0.019 pp | USD58.08 +10.5% | 5 qtrs — |
| 37 | UBS GROUP AG | 363.3K -241.2K (-39.9%) | 23.32M -16.2M (-40.9%) | 0.46% -0.319 pp | 0.00% -0.002 pp | USD62.48 +2.7% | 22 qtrs — |
| 38 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 353.7K +353.7K (+100.0%) | 22.70M +22.7M (+100.0%) | 0.45% +0.450 pp | 0.34% +0.342 pp | USD64.17 +0.0% | 1 qtrs NEW |
| 39 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 352.4K -246.0K (-41.1%) | 22.61M -16.5M (-42.1%) | 0.44% -0.325 pp | 0.06% -0.052 pp | USD36.27 +76.9% | 11 qtrs — |
| 40 | PRINCIPAL FINANCIAL GROUP INC | 347.9K -139.5K (-28.6%) | 22.33M -9.5M (-29.9%) | 0.44% -0.183 pp | 0.01% -0.005 pp | USD54.20 +18.4% | 19 qtrs — |
| 41 | NUVEEN, LLC | 298.9K +265.0 (+0.1%) | 19.18M -323.4K (-1.7%) | 0.38% -0.008 pp | 0.01% 0.000 pp | USD53.00 +21.1% | 4 qtrs — |
| 42 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 288.7K -92.7K (-24.3%) | 18.53M -6.4M (-25.6%) | 0.36% -0.127 pp | 0.79% -0.227 pp | USD61.81 +3.8% | 6 qtrs — |
| 43 | WELLS FARGO & COMPANY/MN | 272.9K +38.0K (+16.2%) | 17.51M +2.2M (+14.2%) | 0.34% +0.042 pp | 0.00% +0.000 pp | USD52.00 +23.4% | 22 qtrs — |
| 44 | BANK OF AMERICA CORP /DE/ | 270.0K -18.1K (-6.3%) | 17.32M -1.5M (-7.9%) | 0.34% -0.030 pp | 0.00% +0.000 pp | USD39.02 +64.5% | 22 qtrs — |
| 45 | SEGALL BRYANT & HAMILL, LLC | 269.6K +12.2K (+4.7%) | 17.30M +488.2K (+2.9%) | 0.34% +0.009 pp | 0.23% +0.010 pp | USD44.86 +43.0% | 20 qtrs — |
| 46 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 258.4K +51.1K (+24.7%) | 16.58M +3.0M (+22.5%) | 0.33% +0.063 pp | 0.03% +0.003 pp | USD59.19 +8.4% | 3 qtrs — |
| 47 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 252.0K -29.9K (-10.6%) | 16.17M -2.2M (-12.2%) | 0.32% -0.045 pp | 0.05% -0.013 pp | USD53.21 +20.6% | 7 qtrs — |
| 48 | TOROSO INVESTMENTS, LLC | 231.6K +46.4K (+25.1%) | 14.86M +2.8M (+22.9%) | 0.29% +0.054 pp | 0.04% +0.011 pp | USD59.21 +8.4% | 3 qtrs — |
| 49 | VICTORY CAPITAL MANAGEMENT INC | 215.9K +12.1K (+5.9%) | 13.86M +541.2K (+4.1%) | 0.27% +0.010 pp | 0.01% +0.000 pp | USD63.54 +1.0% | 18 qtrs — |
| 50 | GOLDMAN SACHS GROUP INC | 204.5K -98.4K (-32.5%) | 13.12M -6.7M (-33.7%) | 0.26% -0.129 pp | 0.00% -0.001 pp | USD51.39 +24.9% | 22 qtrs — |
| 51 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 203.7K +203.7K (+100.0%) | 13.07M +13.1M (+100.0%) | 0.26% +0.256 pp | 0.02% +0.020 pp | USD64.17 +0.0% | 1 qtrs NEW |
| 52 | STATE OF WISCONSIN INVESTMENT BOARD | 189.5K +7.7K (+4.2%) | 12.16M +284.2K (+2.4%) | 0.24% +0.005 pp | 0.03% +0.000 pp | USD36.76 +74.6% | 22 qtrs — |
| 53 | SCHONFELD STRATEGIC ADVISORS LLC | 184.3K +139.2K (+309.2%) | 11.82M +8.9M (+302.1%) | 0.23% +0.174 pp | 0.05% +0.036 pp | USD62.41 +2.8% | 5 qtrs — |
| 54 | RHUMBLINE ADVISERS | 183.1K -13.9K (-7.1%) | 11.75M -1.1M (-8.7%) | 0.23% -0.023 pp | 0.01% -0.001 pp | USD44.04 +45.7% | 21 qtrs — |
| 55 | LEGAL & GENERAL GROUP PLC | 178.5K -10.3K (-5.4%) | 11.46M -874.2K (-7.1%) | 0.22% -0.018 pp | 0.00% 0.000 pp | USD44.68 +43.6% | 22 qtrs — |
| 56 | LAZARD ASSET MANAGEMENT LLC | 169.9K -56.8K (-25.0%) | 10.90M -3.9M (-26.4%) | 0.21% -0.077 pp | 0.02% -0.002 pp | USD35.64 +80.1% | 9 qtrs — |
| 57 | HUDSON BAY CAPITAL MANAGEMENT LP | 159.8K +2.9K (+1.9%) | 10.25M +9.8K (+0.1%) | 0.20% 0.000 pp | 0.03% 0.000 pp | USD62.21 +3.2% | 3 qtrs — |
| 58 | WOODLINE PARTNERS LP | 150.9K +150.9K (+100.0%) | 9.68M +9.7M (+100.0%) | 0.19% +0.190 pp | 0.04% +0.038 pp | USD64.17 +0.0% | 1 qtrs NEW |
| 59 | SWISS NATIONAL BANK | 139.5K +2.4K (+1.8%) | 8.95M -2.3K (0.0%) | 0.18% -0.001 pp | 0.01% +0.000 pp | USD40.90 +56.9% | 19 qtrs — |
| 60 | PRANA CAPITAL MANAGEMENT, LP | 130.2K +19.1K (+17.2%) | 8.36M +1.1M (+15.2%) | 0.16% +0.021 pp | 0.30% +0.061 pp | USD60.19 +6.6% | 4 qtrs — |
| 61 | ENGLE CAPITAL MANAGEMENT, L.P. | 130.0K +3.0K (+2.4%) | 8.34M +47.7K (+0.6%) | 0.16% +0.001 pp | 3.22% +0.294 pp | USD65.28 -1.7% | 2 qtrs — |
| 62 | BARCLAYS PLC | 117.1K +5.1K (+4.5%) | 7.51M +1.1M (+18.0%) | 0.15% +0.004 pp | 0.00% +0.000 pp | USD54.31 +18.2% | 16 qtrs — |
| 63 | UBS ASSET MANAGEMENT AMERICAS INC | 112.7K +112.6K (+296,402.6%) | 7.23M +7.2M (+291,201.3%) | 0.14% +0.142 pp | 0.00% +0.002 pp | USD64.17 +0.0% | 19 qtrs — |
| 64 | FIRST TRUST ADVISORS LP | 107.4K +36.2K (+50.8%) | 6.89M +2.2M (+48.2%) | 0.14% +0.044 pp | 0.01% +0.002 pp | USD57.33 +11.9% | 10 qtrs — |
| 65 | PRUDENTIAL FINANCIAL INC | 84.1K -14.7K (-14.8%) | 5.40M -1.1M (-16.3%) | 0.11% -0.021 pp | 0.01% -0.001 pp | USD45.73 +40.3% | 7 qtrs — |
| 66 | NATIONAL BANK OF CANADA /FI/ | 76.7K +5.6K (+7.8%) | 4.92M +267.8K (+5.8%) | 0.10% +0.005 pp | 0.00% 0.000 pp | USD39.03 +64.4% | 11 qtrs — |
| 67 | TRILLIUM ASSET MANAGEMENT, LLC | 68.5K -13.5K (-16.5%) | 4.57M -785.0K (-14.7%) | 0.09% -0.019 pp | 0.14% -0.002 pp | USD65.31 -1.7% | 2 qtrs — |
| 68 | THORNBURG INVESTMENT MANAGEMENT INC | 71.1K -2.0K (-2.7%) | 4.56M -212.0K (-4.4%) | 0.09% -0.004 pp | 0.06% -0.005 pp | USD56.54 +13.5% | 5 qtrs — |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 69.1K +8.9K (+14.8%) | 4.43M +501.3K (+12.8%) | 0.09% +0.010 pp | 0.00% +0.000 pp | USD43.15 +48.7% | 21 qtrs — |
| 70 | THRIVENT FINANCIAL FOR LUTHERANS | 65.2K -13.7K (-17.3%) | 4.18M -967.0K (-18.8%) | 0.08% -0.018 pp | 0.01% -0.003 pp | USD43.34 +48.1% | 8 qtrs — |
| 71 | NATIXIS | 65.0K +65.0K (+100.0%) | 4.17M +4.2M (+100.0%) | 0.08% +0.082 pp | 0.01% +0.015 pp | USD64.17 +0.0% | 1 qtrs NEW |
| 72 | CINCTIVE CAPITAL MANAGEMENT LP | 62.4K +62.4K (+100.0%) | 4.01M +4.0M (+100.0%) | 0.08% +0.079 pp | 0.22% +0.217 pp | USD64.17 +0.0% | 1 qtrs NEW |
| 73 | ENVESTNET ASSET MANAGEMENT INC | 59.7K -18.7K (-23.8%) | 3.83M -1.3M (-25.2%) | 0.08% -0.026 pp | 0.00% 0.000 pp | USD38.18 +68.1% | 21 qtrs — |
| 74 | LPL FINANCIAL LLC | 58.1K +41.6K (+251.8%) | 3.73M +2.6M (+245.7%) | 0.07% +0.052 pp | 0.00% +0.001 pp | USD55.89 +14.8% | 19 qtrs — |
| 75 | DEUTSCHE BANK AG\ | 57.5K +5.4K (+10.4%) | 3.69M +289.2K (+8.5%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD50.25 +27.7% | 21 qtrs — |
| 76 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 57.0K +2.4K (+4.5%) | 3.66M +95.0K (+2.7%) | 0.07% +0.003 pp | 0.03% +0.000 pp | USD56.66 +13.3% | 7 qtrs — |
| 77 | SEI INVESTMENTS CO | 55.4K -4.7K (-7.7%) | 3.56M -366.9K (-9.4%) | 0.07% -0.007 pp | 0.00% -0.001 pp | USD33.11 +93.8% | 19 qtrs — |
| 78 | PDT PARTNERS, LLC | 50.4K -3.5K (-6.5%) | 3.24M -286.5K (-8.1%) | 0.06% -0.006 pp | 0.21% -0.012 pp | USD57.83 +11.0% | 7 qtrs — |
| 79 | CREATIVE PLANNING | 50.1K +5.7K (+12.9%) | 3.22M +316.4K (+10.9%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD50.93 +26.0% | 10 qtrs — |
| 80 | PATHSTONE HOLDINGS, LLC | 48.8K +1.0K (+2.1%) | 3.13M +10.2K (+0.3%) | 0.06% +0.000 pp | 0.01% +0.000 pp | USD42.84 +49.8% | 8 qtrs — |
| 81 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 48.2K -2.8K (-5.4%) | 3.09M -234.6K (-7.0%) | 0.06% -0.005 pp | 0.01% -0.001 pp | USD36.27 +76.9% | 20 qtrs — |
| 82 | VAN ECK ASSOCIATES CORP | 47.8K +14.8K (+44.9%) | 3.07M +913.0K (+42.4%) | 0.06% +0.018 pp | 0.00% +0.001 pp | USD62.98 +1.9% | 3 qtrs — |
| 83 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 47.0K +10.7K (+29.4%) | 3.02M +644.0K (+27.1%) | 0.06% +0.013 pp | 0.03% +0.008 pp | USD51.74 +24.0% | 7 qtrs — |
| 84 | NATIXIS ADVISORS, L.P. | 45.7K +5.8K (+14.7%) | 2.93M +329.0K (+12.7%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD45.42 +41.3% | 16 qtrs — |
| 85 | HIGHTOWER ADVISORS, LLC | 44.6K +1.3K (+3.1%) | 2.86M +37.3K (+1.3%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD56.23 +14.1% | 7 qtrs — |
| 86 | HARBOR CAPITAL ADVISORS, INC. | 42.0K +2.5K (+6.2%) | 2.70M +113.0K (+4.4%) | 0.05% +0.003 pp | 0.21% +0.009 pp | USD50.21 +27.8% | 11 qtrs — |
| 87 | METLIFE INVESTMENT MANAGEMENT, LLC | 38.6K -2.1K (-5.2%) | 2.48M -181.5K (-6.8%) | 0.05% -0.004 pp | 0.01% -0.001 pp | USD41.64 +54.1% | 21 qtrs — |
| 88 | CREDIT AGRICOLE S A | 38.4K +— (+0.0%) | 2.46M -43.8K (-1.7%) | 0.05% -0.001 pp | 0.01% -0.001 pp | USD65.31 -1.7% | 2 qtrs — |
| 89 | STATE OF NEW JERSEY COMMON PENSION FUND D | 35.9K -366.0 (-1.0%) | 2.30M -64.8K (-2.7%) | 0.05% -0.001 pp | 0.01% 0.000 pp | USD47.57 +34.9% | 7 qtrs — |
| 90 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34.7K -1.1K (-3.2%) | 2.23M -113.6K (-4.8%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD36.34 +76.6% | 22 qtrs — |
| 91 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 33.3K +100.0 (+0.3%) | 2.14M -31.4K (-1.4%) | 0.04% 0.000 pp | 0.04% +0.000 pp | USD48.76 +31.6% | 7 qtrs — |
| 92 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 32.5K -5.4K (-14.2%) | 2.09M -388.4K (-15.7%) | 0.04% -0.008 pp | 0.03% -0.007 pp | USD59.01 +8.7% | 3 qtrs — |
| 93 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 32.4K +4.0 (+0.0%) | 2.08M -36.7K (-1.7%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD48.91 +31.2% | 7 qtrs — |
| 94 | TWINBEECH CAPITAL LP | 32.1K +32.1K (+100.0%) | 2.06M +2.1M (+100.0%) | 0.04% +0.040 pp | 0.15% +0.147 pp | USD64.17 +0.0% | 4 qtrs — |
| 95 | Y-INTERCEPT (HONG KONG) LTD | 30.4K +30.4K (+100.0%) | 1.95M +1.9M (+100.0%) | 0.04% +0.038 pp | 0.04% +0.044 pp | USD64.17 +0.0% | 1 qtrs NEW |
| 96 | JANUS HENDERSON GROUP PLC | 30.0K +— (+0.0%) | 1.92M -35.8K (-1.8%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD41.67 +54.0% | 18 qtrs — |
| 97 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 29.4K +2.5K (+9.4%) | 1.89M +130.8K (+7.5%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD45.74 +40.3% | 18 qtrs — |
| 98 | KEEBECK WEALTH MANAGEMENT, LLC | 29.0K -2.8K (-8.8%) | 1.86M -216.6K (-10.4%) | 0.04% -0.004 pp | 0.22% -0.031 pp | USD26.96 +138.0% | 12 qtrs — |
| 99 | SG AMERICAS SECURITIES, LLC | 28.4K +28.4K (+100.0%) | 1.83M +1.8M (+100.0%) | 0.04% +0.036 pp | 0.00% +0.002 pp | USD64.17 +0.0% | 3 qtrs — |
| 100 | ALPS ADVISORS INC | 27.3K -180.0 (-0.7%) | 1.75M -42.9K (-2.4%) | 0.03% -0.001 pp | 0.01% +0.000 pp | USD46.25 +38.7% | 21 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 134 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VanEck Alternative Asset Manager ETF GPZ | 2.06% | 4.82M | 0.40% |
| 2 | Rockefeller U.S. Small-Mid Cap ETF RSMC | 1.79% | 12.90M | 0.75% |
| 3 | Invesco Global Listed Private Equity ETF PSP | 1.66% | 3.73M | 1.80% |
| 4 | State Street SPDR S&P Capital Markets ETF KCE | 1.55% | 6.97M | 0.35% |
| 5 | Janus Henderson Small Cap Growth Alpha ETF JSML | 1.44% | 5.32M | 0.30% |
| 6 | Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD | 1.35% | 14.61M | 0.30% |
| 7 | Capital Group U.S. Small and Mid Cap ETF CGMM | 0.86% | 26.64M | 0.51% |
| 8 | Invesco S&P SmallCap Financials ETF PSCF | 0.69% | 185.5K | 0.29% |
| 9 | Vanguard S&P Small-Cap 600 Growth ETF VIOG | 0.43% | 4.25M | 0.10% |
| 10 | State Street SPDR S&P 600 Small Cap Growth ETF SLYG | 0.36% | 18.31M | 0.15% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.17
Bullish
Ratio by volume
0.75
Neutral
Buys
13
Sells
6
Shares acquired
311.2K
Shares disposed
413.8K
Cash buys
3.00
Cash sales
2.00
Net activity
-102,612
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | Park David Y | Officer | A-Award | A | Class A Common Stock | 64 | 0.00 | — | 50,705 | D | ↗ |
| 2026-03-31 | Fernandez Jose A | Director / Officer | D-Return | D | Class B Common Stock | 200,000 | 0.00 | 200.00 | 3,016,601 | I | ↗ |
| 2026-03-13 | Park David Y | Officer | A-Award | A | Class A Common Stock | 22,178 | 0.00 | — | 50,641 | D | ↗ |
| 2026-03-13 | Ment Jason P | Officer | A-Award | A | Class A Common Stock | 15,525 | 0.00 | — | 49,680 | D | ↗ |
| 2026-03-13 | McCabe Michael I | Director / Officer | A-Award | A | Class A Common Stock | 7,152 | 0.00 | — | 313,178 | D | ↗ |
| 2026-03-13 | Keck Thomas | Director | A-Award | A | Class A Common Stock | 7,152 | 0.00 | — | 21,118 | D | ↗ |
| 2026-03-13 | Keathley Anthony | Officer | A-Award | A | Class A Common Stock | 1,612 | 0.00 | — | 3,540 | D | ↗ |
| 2026-03-13 | Hart Scott W | Director / Officer | A-Award | A | Class A Common Stock | 27,722 | 0.00 | — | 78,605 | D | ↗ |
| 2026-03-13 | Fernandez Jose A | Director / Officer | A-Award | A | Class A Common Stock | 7,152 | 0.00 | — | 18,828 | D | ↗ |
| 2026-02-23 | Mitchell Steven R | Director | P-Purchase | A | Class A Common Stock | 1,200 | 44.65 | 53.6K | 1,200 | D | ↗ |
| 2026-02-14 | Park David Y | Officer | F-InKind | D | Class A Common Stock | 3,480 | 56.76 | 197.5K | 18,649 | D | ↗ |
| 2026-02-14 | Keathley Anthony | Officer | F-InKind | D | Class A Common Stock | 296 | 56.76 | 16.8K | 1,928 | D | ↗ |
| 2026-01-26 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 4,616 | 71.99 | 332.3K | 5,384 | I | ↗ |
| 2025-12-26 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 66.17 | 661.7K | 10,000 | I | ↗ |
| 2025-12-10 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 108,538 | 66.15 | 7.18M | 315,326 | D | ↗ |
| 2025-11-25 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 61.70 | 617.0K | 20,000 | I | ↗ |
| 2025-11-13 | Fernandez Jose A | Director / Officer | S-Sale | D | Class A Common Stock | 14,958 | 62.75 | 938.6K | 0 | I | ↗ |
| 2025-11-12 | Fernandez Jose A | Director / Officer | S-Sale | D | Class A Common Stock | 57,798 | 62.70 | 3.62M | 76,422 | I | ↗ |
| 2025-11-11 | Fernandez Jose A | Director / Officer | S-Sale | D | Class A Common Stock | 200 | 62.07 | 12.4K | 140,806 | I | ↗ |
| 2025-10-27 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 64.34 | 643.4K | 30,000 | I | ↗ |
| 2025-10-01 | Park David Y | Officer | A-Award | A | Class A Common Stock | 109 | 45.81 | 5.0K | 22,129 | D | ↗ |
| 2025-09-30 | Keck Thomas | Director | G-Gift | A | Class B Common Stock | 30,623 | 0.00 | — | 30,623 | I | ↗ |
| 2025-09-30 | Fernandez Jose A | Director / Officer | C-Conversion | D | Class B Units | 200,000 | 0.00 | — | 3,216,601 | I | ↗ |
| 2025-09-25 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 1,411 | 65.18 | 92.0K | 40,000 | I | ↗ |
| 2025-09-11 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 1,000 | 63.26 | 63.3K | 22,020 | D | ↗ |
| 2025-09-09 | Raymond Anne L | Director | A-Award | A | Class A Common Stock | 3,281 | 0.00 | — | 27,237 | D | ↗ |
| 2025-09-09 | Hoffmeister David F | Director | A-Award | A | Class A Common Stock | 3,691 | 0.00 | — | 13,934 | D | ↗ |
| 2025-09-09 | Brown Valerie Gay | Director | A-Award | A | Class A Common Stock | 3,281 | 0.00 | — | 6,717 | D | ↗ |
| 2025-08-25 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 61.44 | 614.4K | 50,000 | I | ↗ |
| 2025-07-25 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 61.28 | 612.8K | 60,000 | I | ↗ |
| 2025-07-10 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 60.29 | 602.9K | 70,000 | I | ↗ |
| 2025-06-12 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 67,718 | 56.54 | 3.83M | 423,864 | D | ↗ |
| 2025-05-28 | Ment Jason P | Officer | S-Sale | D | Class A Common Stock | 20,318 | 61.65 | 1.25M | 34,755 | D | ↗ |
| 2025-05-28 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 51,377 | 59.90 | 3.08M | 196,423 | I | ↗ |
| 2025-05-28 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 27,697 | 60.06 | 1.66M | 80,000 | I | ↗ |
| 2025-05-23 | Ment Jason P | Officer | S-Sale | D | Class A Common Stock | 900 | 60.00 | 54.0K | 89,763 | D | ↗ |
| 2025-05-23 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 1,403 | 60.01 | 84.2K | 107,697 | I | ↗ |
| 2025-05-14 | Ment Jason P | Officer | S-Sale | D | Class A Common Stock | 800 | 60.02 | 48.0K | 90,663 | D | ↗ |
| 2025-05-14 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 900 | 60.01 | 54.0K | 109,100 | I | ↗ |
| 2025-03-14 | Park David Y | Officer | A-Award | A | Class A Common Stock | 5,523 | 0.00 | — | 23,020 | D | ↗ |
| 2025-03-14 | Ment Jason P | Officer | A-Award | A | Class A Common Stock | 7,192 | 0.00 | — | 91,463 | D | ↗ |
| 2025-03-14 | McCabe Michael I | Director / Officer | A-Award | A | Class A Common Stock | 4,807 | 0.00 | — | 691,323 | D | ↗ |
| 2025-03-14 | Keck Thomas | Director | A-Award | A | Class A Common Stock | 4,807 | 0.00 | — | 13,966 | D | ↗ |
| 2025-03-14 | Keathley Anthony | Officer | A-Award | A | Class A Common Stock | 838 | 0.00 | — | 2,224 | D | ↗ |
| 2025-03-14 | Hart Scott W | Director / Officer | A-Award | A | Class A Common Stock | 8,385 | 0.00 | — | 50,883 | D | ↗ |
| 2025-03-14 | Fernandez Jose A | Director / Officer | A-Award | A | Class A Common Stock | 4,807 | 0.00 | — | 13,966 | D | ↗ |
| 2025-02-20 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 2,755 | 62.27 | 171.6K | 110,431 | I | ↗ |
| 2025-02-19 | Keathley Anthony | Officer | S-Sale | D | Class A Common Stock | 538 | 63.00 | 33.9K | 1,386 | D | ↗ |
| 2025-02-14 | Park David Y | Officer | F-InKind | D | Class A Common Stock | 2,754 | 62.47 | 172.0K | 17,497 | D | ↗ |
| 2025-02-14 | Keathley Anthony | Officer | F-InKind | D | Class A Common Stock | 234 | 62.47 | 14.6K | 1,924 | D | ↗ |
| 2024-12-31 | Keck Thomas | Director | G-Gift | D | Class B Units | 50,000 | 0.00 | — | 2,551,124 | I | ↗ |
| 2024-12-04 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 400 | 63.48 | 25.4K | 120,000 | I | ↗ |
| 2024-12-03 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 4,000 | 64.25 | 257.0K | 686,516 | D | ↗ |
| 2024-12-03 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 2,700 | 64.15 | 173.2K | 158,009 | I | ↗ |
| 2024-12-02 | Sanford Energy, Inc. | 10% Owner | C-Conversion | A | Class A Common Stock | 500,000 | 0.00 | — | 500,000 | D | ↗ |
| 2024-12-02 | McCabe Michael I | Director / Officer | C-Conversion | A | Class A Common Stock | 500,000 | 0.00 | — | 690,516 | D | ↗ |
| 2024-12-02 | Hart Scott W | Director / Officer | C-Conversion | A | Class A Common Stock | 180,000 | 0.00 | — | 180,000 | I | ↗ |
| 2024-11-12 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 3,000 | 68.21 | 204.6K | 20,251 | D | ↗ |
| 2024-11-12 | Keathley Anthony | Officer | S-Sale | D | Class A Common Stock | 729 | 68.85 | 50.2K | 2,158 | D | ↗ |
| 2024-09-30 | Park David Y | Officer | F-InKind | D | Class A Common Stock | 3,966 | 56.83 | 225.4K | 23,251 | D | ↗ |
| 2024-09-30 | Keathley Anthony | Officer | F-InKind | D | Class A Common Stock | 296 | 56.83 | 16.8K | 2,887 | D | ↗ |
| 2024-09-11 | Hart Scott W | Director / Officer | D-Return | D | Class B Units | 96,779 | 0.00 | — | 3,241,782 | — | ↗ |
| 2024-09-11 | Fernandez Jose A | Director / Officer | D-Return | D | Class B Units | 338,727 | 0.00 | — | 3,416,601 | — | ↗ |
| 2024-09-11 | Brem Monte M | Director | D-Return | D | Class B Units | 629,065 | 0.00 | — | 2,276,888 | — | ↗ |
| 2024-09-10 | Raymond Anne L | Director | A-Award | A | Class A Common Stock | 3,436 | 0.00 | — | 23,956 | — | ↗ |
| 2024-09-10 | Hoffmeister David F | Director | A-Award | A | Class A Common Stock | 3,926 | 0.00 | — | 10,243 | — | ↗ |
| 2024-09-10 | Brown Valerie Gay | Director | A-Award | A | Class A Common Stock | 3,436 | 0.00 | — | 14,151 | — | ↗ |
| 2024-06-12 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 13,050 | 45.32 | 591.4K | 100,750 | — | ↗ |
| 2024-06-11 | Mitchell Steven R | Director / 10% Owner | S-Sale | D | Class A Common Stock | 27,500 | 44.34 | 1.22M | 0 | — | ↗ |
| 2024-06-11 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 4,939 | 45.04 | 222.5K | 113,800 | — | ↗ |
| 2024-06-10 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 74,976 | 45.06 | 3.38M | 118,739 | — | ↗ |
| 2024-06-04 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 4,382 | 45.01 | 197.2K | 193,715 | — | ↗ |
| 2024-06-03 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 2,500 | 44.13 | 110.3K | 27,217 | — | ↗ |
| 2024-06-03 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 2,653 | 45.04 | 119.5K | 198,097 | — | ↗ |
| 2024-06-03 | Hart Scott W | Director / Officer | G-Gift | D | Class A Common Stock | 13,380 | 0.00 | — | 42,498 | — | ↗ |
| 2024-06-01 | Ment Jason P | Officer | A-Award | A | Class B Common Stock | 346,842 | 0.00 | 346.84 | 1,128,249 | — | ↗ |
| 2024-06-01 | Hart Scott W | Director / Officer | C-Conversion | A | Class B Units | 297,270 | 0.00 | — | 3,338,561 | — | ↗ |
| 2024-05-30 | Hoffmeister David F | Director | P-Purchase | A | Class A Common Stock | 22,500 | 44.29 | 996.5K | 45,853 | — | ↗ |
| 2024-02-26 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 3,694 | 35.47 | 131.0K | 200,750 | — | ↗ |
| 2024-02-23 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 53,403 | 35.47 | 1.89M | 204,444 | — | ↗ |
| 2024-02-22 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 48,662 | 35.68 | 1.74M | 257,847 | — | ↗ |
| 2024-02-22 | Keathley Anthony | Officer | S-Sale | D | Class A Common Stock | 469 | 35.70 | 16.7K | 3,183 | — | ↗ |
| 2024-02-21 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 24,241 | 35.10 | 850.9K | 306,509 | — | ↗ |
| 2024-02-16 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 62,164 | 35.11 | 2.18M | 6,208,351 | — | ↗ |
| 2024-02-15 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 56,937 | 35.22 | 2.01M | 6,270,515 | — | ↗ |
| 2024-02-14 | Park David Y | Officer | F-InKind | D | Class A Common Stock | 1,722 | 35.21 | 60.6K | 22,262 | — | ↗ |
| 2024-02-14 | Ment Jason P | Officer | A-Award | A | Class A Common Stock | 13,703 | 0.00 | — | 84,271 | — | ↗ |
| 2024-02-14 | McCabe Michael I | Director / Officer | A-Award | A | Class A Common Stock | 9,159 | 0.00 | — | 190,516 | — | ↗ |
| 2024-02-14 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 61,294 | 35.16 | 2.16M | 6,327,452 | — | ↗ |
| 2024-02-14 | Keck Thomas | Director | A-Award | A | Class A Common Stock | 9,519 | 0.00 | — | 9,519 | — | ↗ |
| 2024-02-14 | Keathley Anthony | Officer | F-InKind | D | Class A Common Stock | 167 | 35.21 | 5.9K | 3,110 | — | ↗ |
| 2024-02-14 | Hart Scott W | Director / Officer | A-Award | A | Class A Common Stock | 15,976 | 0.00 | — | 55,878 | — | ↗ |
| 2024-02-14 | Fernandez Jose A | Director / Officer | A-Award | A | Class A Common Stock | 9,159 | 0.00 | — | 18,079 | — | ↗ |
| 2024-02-13 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 9,008 | 35.06 | 315.8K | 6,388,746 | — | ↗ |
| 2024-02-13 | Keathley Anthony | Officer | S-Sale | D | Class A Common Stock | 699 | 34.95 | 24.4K | 3,277 | — | ↗ |
| 2024-01-01 | Keathley Anthony | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 3,976 | — | ↗ |
| 2023-12-15 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 69,649 | 28.80 | 2.01M | 6,397,754 | — | ↗ |
| 2023-12-14 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 177,283 | 29.03 | 5.15M | 6,467,403 | — | ↗ |
| 2023-09-29 | Park David Y | Officer | F-InKind | D | Class A Common Stock | 3,880 | 31.58 | 122.5K | 23,984 | — | ↗ |
| 2023-09-15 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 2,541 | 32.02 | 81.4K | 27,864 | — | ↗ |
| 2023-09-15 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 21,862 | 31.72 | 693.5K | 6,644,686 | — | ↗ |
| 2023-09-14 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 17,946 | 31.15 | 559.0K | 6,666,548 | — | ↗ |
| 2023-09-13 | Raymond Anne L | Director | A-Award | A | Class A Common Stock | 5,527 | 0.00 | — | 20,520 | — | ↗ |
| 2023-09-13 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 1,459 | 32.02 | 46.7K | 30,405 | — | ↗ |
| 2023-09-13 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 53,925 | 31.76 | 1.71M | 6,684,494 | — | ↗ |
| 2023-09-13 | Hoffmeister David F | Director | A-Award | A | Class A Common Stock | 6,317 | 0.00 | — | 23,353 | — | ↗ |
| 2023-09-13 | Brown Valerie Gay | Director | A-Award | A | Class A Common Stock | 5,527 | 0.00 | — | 10,715 | — | ↗ |
| 2023-09-12 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 43,515 | 31.64 | 1.38M | 6,738,419 | — | ↗ |
| 2023-09-11 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 31,648 | 31.42 | 994.4K | 6,781,934 | — | ↗ |
| 2023-09-08 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 20,473 | 31.21 | 639.0K | 6,813,582 | — | ↗ |
| 2023-09-07 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 18,466 | 31.15 | 575.2K | 6,834,055 | — | ↗ |
| 2023-09-06 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 500 | 31.01 | 15.5K | 6,852,521 | — | ↗ |
| 2023-09-05 | Ment Jason P | Officer | S-Sale | D | Class A Common Stock | 3,598 | 31.03 | 111.6K | 70,568 | — | ↗ |
| 2023-09-05 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 710 | 31.03 | 22.0K | 6,853,021 | — | ↗ |
| 2023-09-01 | Ment Jason P | Officer | S-Sale | D | Class A Common Stock | 15,826 | 31.04 | 491.2K | 74,166 | — | ↗ |
| 2023-09-01 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 16,056 | 31.04 | 498.4K | 6,853,731 | — | ↗ |
| 2023-08-31 | Ment Jason P | Officer | S-Sale | D | Class A Common Stock | 576 | 31.01 | 17.9K | 89,992 | — | ↗ |
| 2023-08-31 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 634 | 31.01 | 19.7K | 6,869,787 | — | ↗ |
| 2023-06-14 | Lim James | 10% Owner | G-Gift | D | Class A Common Stock | 19,200 | 0.00 | — | 6,870,421 | — | ↗ |
| 2023-06-05 | McCabe Michael I | Director / Officer | P-Purchase | A | Class A Common Stock | 25,000 | 23.56 | 589.0K | 181,357 | — | ↗ |
| 2023-06-02 | McCabe Michael I | Director / Officer | P-Purchase | A | Class A Common Stock | 37,000 | 23.57 | 872.1K | 156,357 | — | ↗ |
| 2023-06-01 | McCabe Michael I | Director / Officer | P-Purchase | A | Class A Common Stock | 33,000 | 22.83 | 753.4K | 119,357 | — | ↗ |
| 2023-05-31 | McCabe Michael I | Director / Officer | P-Purchase | A | Class A Common Stock | 30,000 | 21.46 | 643.8K | 86,357 | — | ↗ |
| 2023-05-30 | McCabe Michael I | Director / Officer | P-Purchase | A | Class A Common Stock | 50,000 | 21.48 | 1.07M | 56,357 | — | ↗ |
| 2023-03-01 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 2,400 | 28.52 | 68.4K | 31,864 | — | ↗ |
| 2023-02-14 | Randel Johnny D | Officer | A-Award | A | Class A Common Stock | 3,452 | 0.00 | — | 37,657 | — | ↗ |
| 2023-02-14 | Park David Y | Officer | F-InKind | D | Class A Common Stock | 734 | 28.97 | 21.3K | 26,497 | — | ↗ |
| 2023-02-14 | Ment Jason P | Officer | A-Award | A | Class A Common Stock | 13,807 | 0.00 | — | 90,568 | — | ↗ |
| 2023-02-14 | McCabe Michael I | Director / Officer | A-Award | A | Class A Common Stock | 3,452 | 0.00 | — | 6,357 | — | ↗ |
| 2023-02-14 | Hart Scott W | Director / Officer | A-Award | A | Class A Common Stock | 20,711 | 0.00 | — | 39,902 | — | ↗ |
| 2023-02-09 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 446 | 31.06 | 13.9K | 6,889,621 | — | ↗ |
| 2023-02-08 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 5,272 | 31.05 | 163.7K | 6,890,067 | — | ↗ |
| 2023-02-07 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 1,740 | 31.02 | 54.0K | 6,895,339 | — | ↗ |
| 2023-02-07 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 18,222 | 30.11 | 548.7K | 330,750 | — | ↗ |
| 2023-02-06 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 32,050 | 30.10 | 964.7K | 348,972 | — | ↗ |
| 2023-02-03 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 12,315 | 31.09 | 382.9K | 6,897,079 | — | ↗ |
| 2023-02-03 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 47,781 | 31.81 | 1.52M | 381,022 | — | ↗ |
| 2023-02-02 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 4,492 | 31.02 | 139.3K | 6,909,394 | — | ↗ |
| 2023-02-02 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 76,335 | 30.74 | 2.35M | 428,803 | — | ↗ |
| 2022-12-15 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 3,000 | 27.40 | 82.2K | 27,231 | — | ↗ |
| 2022-12-13 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 612 | 30.06 | 18.4K | 505,138 | — | ↗ |
| 2022-11-10 | Lim James | Director | S-Sale | D | Class A Common Stock | 436,000 | 30.18 | 13.16M | 6,913,886 | — | ↗ |
| 2022-11-09 | Lim James | Director | S-Sale | D | Class A Common Stock | 34,000 | 29.31 | 996.5K | 7,349,886 | — | ↗ |
| 2022-11-08 | Lim James | Director | S-Sale | D | Class A Common Stock | 30,000 | 29.65 | 889.5K | 7,383,886 | — | ↗ |
| 2022-09-30 | Park David Y | Officer | F-InKind | D | Class A Common Stock | 3,880 | 24.51 | 95.1K | 30,231 | — | ↗ |
| 2022-09-14 | Raymond Anne L | Director | A-Award | A | Class A Common Stock | 5,188 | 0.00 | — | 14,993 | — | ↗ |
| 2022-09-14 | Hoffmeister David F | Director | A-Award | A | Class A Common Stock | 6,053 | 0.00 | — | 17,036 | — | ↗ |
| 2022-03-31 | Keck Thomas | Director | — | I | Class B Common Stock | 0 | 0.00 | — | 1,645,374 | — | ↗ |
| 2022-02-14 | Randel Johnny D | Officer | A-Award | A | Class A Common Stock | 2,905 | 0.00 | — | 34,205 | — | ↗ |
| 2022-02-14 | Park David Y | Officer | A-Award | A | Class A Common Stock | 5,811 | 0.00 | — | 34,111 | — | ↗ |
| 2022-02-14 | Ment Jason P | Officer | A-Award | A | Class A Common Stock | 5,811 | 0.00 | — | 76,761 | — | ↗ |
| 2022-02-14 | McCabe Michael I | Director / Officer | A-Award | A | Class A Common Stock | 2,905 | 0.00 | — | 2,905 | — | ↗ |
| 2022-02-14 | Hart Scott W | Director / Officer | A-Award | A | Class A Common Stock | 5,811 | 0.00 | — | 19,191 | — | ↗ |
| 2021-12-15 | Keck Thomas | Director | C-Conversion | D | Class B Units | 450,000 | 0.00 | — | 200,000 | — | ↗ |
| 2021-11-18 | Randel Johnny D | Officer | S-Sale | D | Class A Common Stock | 133,033 | 51.83 | 6.90M | 31,300 | — | ↗ |
| 2021-11-18 | McCabe Michael I | Director / Officer | C-Conversion | D | Class B Units | 332,584 | 0.00 | — | 2,406,142 | — | ↗ |
| 2021-11-18 | Lim James | 10% Owner | S-Sale | D | Class A Common Stock | 399,101 | 51.83 | 20.69M | 7,413,886 | — | ↗ |
| 2021-11-18 | Hart Scott W | Director / Officer | S-Sale | D | Class A Common Stock | 66,517 | 51.83 | 3.45M | 0 | — | ↗ |
| 2021-11-18 | Brem Monte M | Director / Officer | S-Sale | D | Class A Common Stock | 863,616 | 51.83 | 44.76M | 0 | — | ↗ |
| 2021-11-18 | ARG Private Equity, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,330,336 | 51.83 | 68.95M | 52,500 | — | ↗ |
| 2021-11-03 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 44,082 | 46.94 | 2.07M | 0 | — | ↗ |
| 2021-11-02 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 43,597 | 47.62 | 2.08M | 44,082 | — | ↗ |
| 2021-11-01 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 62,551 | 47.21 | 2.95M | 87,679 | — | ↗ |
| 2021-10-29 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 60,337 | 47.04 | 2.84M | 150,230 | — | ↗ |
| 2021-10-28 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 48,000 | 46.85 | 2.25M | 210,567 | — | ↗ |
| 2021-10-27 | Waldo Robert | 10% Owner | S-Sale | D | Class A Common Stock | 1,262 | 45.38 | 57.3K | 5,018,044 | — | ↗ |
| 2021-10-27 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 29,765 | 45.66 | 1.36M | 258,567 | — | ↗ |
| 2021-10-26 | Waldo Robert | 10% Owner | S-Sale | D | Class A Common Stock | 32,107 | 45.71 | 1.47M | 5,019,306 | — | ↗ |
| 2021-10-26 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 9,686 | 45.03 | 436.2K | 0 | — | ↗ |
| 2021-10-26 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 21,447 | 45.51 | 976.1K | 288,332 | — | ↗ |
| 2021-10-25 | Waldo Robert | 10% Owner | S-Sale | D | Class A Common Stock | 4,131 | 45.13 | 186.4K | 5,051,413 | — | ↗ |
| 2021-10-25 | Park David Y | Officer | S-Sale | D | Class A Common Stock | 3,000 | 45.01 | 135.0K | 28,300 | — | ↗ |
| 2021-10-25 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 24,814 | 44.75 | 1.11M | 9,686 | — | ↗ |
| 2021-10-25 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 24,780 | 44.74 | 1.11M | 309,779 | — | ↗ |
| 2021-10-22 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 18,100 | 43.94 | 795.3K | 34,427 | — | ↗ |
| 2021-10-22 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 18,052 | 43.94 | 793.2K | 334,559 | — | ↗ |
| 2021-10-21 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 7,503 | 43.21 | 324.2K | 52,532 | — | ↗ |
| 2021-10-21 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 7,500 | 43.21 | 324.1K | 352,611 | — | ↗ |
| 2021-10-20 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 13,255 | 43.35 | 574.6K | 60,035 | — | ↗ |
| 2021-10-20 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 13,212 | 43.35 | 572.7K | 360,111 | — | ↗ |
| 2021-10-19 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 5,949 | 43.20 | 257.0K | 73,290 | — | ↗ |
| 2021-10-19 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 5,900 | 43.20 | 254.9K | 373,323 | — | ↗ |
| 2021-10-18 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 4,128 | 43.04 | 177.7K | 79,239 | — | ↗ |
| 2021-10-18 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 4,135 | 43.04 | 178.0K | 379,223 | — | ↗ |
| 2021-10-15 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 13,933 | 43.23 | 602.3K | 83,367 | — | ↗ |
| 2021-10-15 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 13,942 | 43.24 | 602.9K | 383,358 | — | ↗ |
| 2021-10-14 | McCabe Michael I | Director / Officer | S-Sale | D | Class A Common Stock | 2,737 | 43.02 | 117.7K | 97,263 | — | ↗ |
| 2021-10-14 | Keck Thomas | Director | S-Sale | D | Class A Common Stock | 2,700 | 43.02 | 116.2K | 397,300 | — | ↗ |
| 2021-10-08 | Randel Johnny D | Officer | S-Sale | D | Class A Common Stock | 2,305 | 40.50 | 93.4K | 31,300 | — | ↗ |
| 2021-10-07 | Randel Johnny D | Officer | S-Sale | D | Class A Common Stock | 20,185 | 41.31 | 833.8K | 33,605 | — | ↗ |
| 2021-10-06 | Randel Johnny D | Officer | S-Sale | D | Class A Common Stock | 16,002 | 40.96 | 655.4K | 53,790 | — | ↗ |
| 2021-10-05 | Randel Johnny D | Officer | S-Sale | D | Class A Common Stock | 13,903 | 41.41 | 575.7K | 69,792 | — | ↗ |
| 2021-10-04 | Randel Johnny D | Officer / 10% Owner | S-Sale | D | Class A Common Stock | 7,193 | 41.85 | 301.0K | 83,695 | — | ↗ |
| 2021-10-01 | Randel Johnny D | Officer / 10% Owner | S-Sale | D | Class A Common Stock | 15,412 | 41.75 | 643.5K | 90,888 | — | ↗ |
| 2021-09-30 | Randel Johnny D | Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 75,000 | 0.00 | — | 106,300 | — | ↗ |
| 2021-09-30 | McCabe Michael I | Director / Officer | D-Return | D | Class B Common Stock | 100,000 | 0.00 | 100.00 | 2,738,726 | — | ↗ |
| 2021-09-30 | Keck Thomas | Director | G-Gift | A | Class B Units | 3,147,166 | 0.00 | — | 3,147,166 | — | ↗ |
| 2021-09-29 | Mitchell Steven R | Director / 10% Owner | S-Sale | D | Class A Common Stock | 7,865 | 43.55 | 342.5K | 27,500 | — | ↗ |
| 2021-09-28 | Mitchell Steven R | Director / 10% Owner | S-Sale | D | Class A Common Stock | 17,845 | 43.11 | 769.3K | 35,365 | — | ↗ |
| 2021-09-27 | Mitchell Steven R | Director / 10% Owner | S-Sale | D | Class A Common Stock | 9,290 | 44.70 | 415.3K | 53,210 | — | ↗ |
Executive team
Top executives
Shares Outstanding
125.00M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Michael McCabe Head of Strategy and Director | 500.0K | 377.5K | 258.0K | — | — | 4.24M | 5.38M | 4.80% | ↗ |
| 2 | 2025 | Scott W. Hart Chief Executive Officer and Director | 500.0K | 737.5K | 450.0K | — | — | 3.02M | 4.71M | 9.56% | ↗ |
| 3 | 2025 | Jose A. Fernandez Co-Chief Operating Officer and Director | 500.0K | 377.5K | 258.0K | — | — | 2.79M | 3.93M | 6.57% | ↗ |
| 4 | 2025 | Jason P. Ment President and Co-Chief Operating Officer | 500.0K | 617.5K | 386.0K | — | — | 2.24M | 3.75M | 10.30% | ↗ |
| 5 | 2025 | David Park Chief Financial Officer | 500.0K | 449.5K | 296.4K | — | — | 24.7K | 1.27M | 23.33% | ↗ |
| 6 | 2024 | Scott W. Hart Chief Executive Officer and Director | 450.0K | 1.19M | 562.5K | — | — | 520.5K | 2.72M | 20.68% | ↗ |
| 7 | 2024 | Jason P. Ment President and Co-Chief Operating Officer | 450.0K | 1.02M | 482.5K | — | — | 490.2K | 2.44M | 19.77% | ↗ |
| 8 | 2024 | Michael McCabe Head of Strategy and Director | 450.0K | 677.5K | 322.5K | — | — | 912.0K | 2.36M | 13.65% | ↗ |
| 9 | 2024 | Jose A. Fernandez Co-Chief Operating Officer and Director | 450.0K | 677.5K | 322.5K | — | — | 630.4K | 2.08M | 15.50% | ↗ |
| 10 | 2024 | Johnny D. Randel Former Chief Financial Officer | 325.0K | 650.0K | 379.5K | — | — | 324.9K | 1.68M | 22.60% | ↗ |
| 11 | 2024 | David Park Chief Financial Officer | 450.0K | 550.0K | 262.5K | — | — | 11.9K | 1.27M | 20.60% | ↗ |
| 12 | 2023 | Michael McCabe Head of Strategy and Director | 294.2K | 900.0K | 100.0K | — | — | 3.05M | 4.34M | 2.30% | ↗ |
| 13 | 2023 | Scott W. Hart Chief Executive Officer and Director | 294.2K | 900.0K | 600.0K | — | — | 1.80M | 3.60M | 16.69% | ↗ |
| 14 | 2023 | Jose A. Fernandez Co-Chief Operating Officer and Director | 294.2K | 900.0K | — | — | — | 2.21M | 3.40M | 0.00% | ↗ |
| 15 | 2023 | Jason P. Ment President and Co-Chief Operating Officer | 294.2K | 900.0K | 400.0K | — | — | 1.36M | 2.96M | 13.52% | ↗ |
| 16 | 2023 | Johnny D. Randel Former Chief Financial Officer | 294.2K | 750.0K | 100.0K | — | — | 962.3K | 2.11M | 4.75% | ↗ |
| 17 | 2023 | Johnny D. Randel Chief Financial Officer | 294.2K | 750.0K | 100.0K | — | — | 962.3K | 2.11M | 4.75% | ↗ |
| 18 | 2022 | Michael McCabe Head of Strategy and Director | 300.0K | 900.0K | 100.0K | — | — | 7.71M | 9.01M | 1.11% | ↗ |
| 19 | 2022 | Jose A. Fernandez Co-Chief Operating Officer and Director | 300.0K | 900.0K | — | — | — | 5.10M | 6.30M | 0.00% | ↗ |
| 20 | 2022 | Scott W. Hart Chief Executive Officer and Director | 300.0K | 900.0K | 200.0K | — | — | 4.81M | 6.21M | 3.22% | ↗ |
| 21 | 2022 | Monte M. Brem Executive Chairman; Former Co-Chief Executive Officer | 300.0K | 900.0K | — | — | — | 4.84M | 6.04M | 0.00% | ↗ |
| 22 | 2022 | Jason P. Ment President and Co-Chief Operating Officer | 262.5K | 850.0K | 200.0K | — | — | 3.70M | 5.01M | 3.99% | ↗ |
| 23 | 2022 | Johnny D. Randel Chief Financial Officer | 262.5K | 750.0K | 100.0K | — | — | 2.54M | 3.66M | 2.73% | ↗ |
| 24 | 2022 | Johnny D. Randel Former Chief Financial Officer | 262.5K | 750.0K | 100.0K | — | — | 2.54M | 3.66M | 2.73% | ↗ |
| 25 | 2021 | Jason P. Ment President and Co-Chief Operating Officer | 250.0K | 850.0K | 1.20M | — | — | 535.2K | 2.83M | 42.26% | ↗ |
| 26 | 2021 | Jason Ment President and Co-Chief Operating Officer | 250.0K | 850.0K | 1.20M | — | — | 519.6K | 2.82M | 42.49% | ↗ |
| 27 | 2021 | Monte Brem Chairman and Co-Chief Executive Officer | 300.0K | 1.56M | — | — | — | 877.9K | 2.74M | 0.00% | ↗ |
| 28 | 2021 | Monte M. Brem Executive Chairman; Former Co-Chief Executive Officer | 300.0K | 1.56M | — | — | — | 877.9K | 2.74M | 0.00% | ↗ |
| 29 | 2021 | Michael McCabe Head of Strategy and Director | 275.0K | 767.6K | — | — | — | 1.30M | 2.34M | 0.00% | ↗ |
| 30 | 2021 | Scott Hart Co-Chief Executive Officer and Director | 262.5K | 900.0K | — | — | — | 478.4K | 1.64M | 0.00% | ↗ |
| 31 | 2021 | Scott W. Hart Chief Executive Officer and Director | 262.5K | 900.0K | — | — | — | 478.4K | 1.64M | 0.00% | ↗ |
| 32 | 2020 | Monte M. Brem Executive Chairman; Former Co-Chief Executive Officer | 300.0K | 2.85M | — | — | — | 1.32M | 4.47M | 0.00% | ↗ |
| 33 | 2020 | Monte Brem Chairman and Co-Chief Executive Officer | 300.0K | 2.85M | — | — | — | 1.32M | 4.47M | 0.00% | ↗ |
| 34 | 2020 | Michael McCabe Head of Strategy and Director | 250.0K | 1.12M | — | — | — | 1.93M | 3.30M | 0.00% | ↗ |
| 35 | 2020 | Scott Hart Co-Chief Executive Officer and Director | 268.8K | 600.0K | — | — | — | 668.5K | 1.54M | 0.00% | ↗ |
| 36 | 2020 | Scott W. Hart Chief Executive Officer and Director | 268.8K | 600.0K | — | — | — | 668.5K | 1.54M | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mark T. Maruszewski | Partner & Vice Chairman | 9M | male |
| Rebecca Ajavananda | Partner | 9M | female |
| John Bohill | Partner | 9M | male |
| David T. Jeffrey | Partner & Vice Chairman | 9M | male |
| Darren Friedman | Partner | 9M | male |
| Michael I. McCabe | Partner, Head of Strategy & Director | 5M | male |
| Scott Hart | CEO, Partner & Director | 4M | male |
| Thomas Keck | Partner, Head of Research and Portfolio Management & Vice Chairman | 4M | male |
| Jose A. Fernandez | CO-COO, Director & Partner | 4M | male |
| Jason Ment | Partner, President & Co-COO | 3M | male |
| Monte Brem | Co-Founder & Executive Chairman | 3M | male |
| David Park | Partner & Chief Financial Officer | 974.2K | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for STEP
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
