Question 1

Which hedge funds and institutional investors hold STEP?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for STEP shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for STEP whale holdings?

Accepted Answer

Conviction level reflects how significant STEP is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to STEP, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for STEP?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about STEP?

Accepted Answer

QoQ changes for STEP show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Millennium	7.2M	$342.3M	0.1%	$240.3B
Capital World	3.3M	$156.1M	0.0%	$732.9B
State Street	2.9M	$136.9M	0.0%	$2896.4B
William Blair	1.9M	$91.4M	0.3%	$30.3B
Balyasny	1.4M	$68.0M	0.1%	$77.1B
Adage Capital	1.3M	$63.1M	0.1%	$64.8B
Junto Capital	855.7K	$40.8M	0.9%	$4.7B
Capital Research	794.9K	$37.9M	0.0%	$644.6B
Samlyn	376.5K	$18.0M	0.3%	$5.9B
Franklin Templeton	337.8K	$16.1M	0.0%	$408.3B
GMO	312.0K	$14.9M	0.0%	$39.1B
Wellington	297.9K	$14.2M	0.0%	$535.5B
Segall Bryant	256.3K	$12.2M	0.2%	$7.0B
Geode Capital	253.3K	$12.1M	0.0%	$1607.5B
Point72	187.1K	$8.9M	0.0%	$78.1B
Schonfeld	174.7K	$8.3M	0.1%	$14.2B
Renaissance Tech	91.5K	$4.4M	0.0%	$63.9B
Fidelity (FMR)	81.6K	$3.9M	0.0%	$1898.4B
Citadel	59.3K	$2.8M	0.0%	$618.5B
Tudor	55.3K	$2.6M	0.0%	$53.9B
Citadel	33.6K	$1.6M	0.0%	$618.5B
Winton	29.5K	$1.4M	0.0%	$2.9B
DFA	24.0K	$1.1M	0.0%	$481.4B
Citadel	21.6K	$1.0M	0.0%	$618.5B
Brevan Howard	19.4K	$919K	0.0%	$11.3B
Thornburg	16.2K	$774K	0.0%	$9.6B
Neuberger Berman (Eisman)	8.2K	$391K	0.0%	$131.4B
Northern Trust	8.1K	$386K	0.0%	$756.6B
Hudson Bay	6.8K	$324K	0.0%	$29.0B
BlackRock	17	$811	—	$5723.5B
AQR Capital	11	$525	—	$218.4B

STEP

Who Holds STEP

Changes This Quarter