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Compiled from SEC Form N-PX filings and STEPSTONE GROUP INC.’s Form 8-K, filed 2023-09-14 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore STEPSTONE GROUP INC. in the interactive database Compare manager voting policies
These tallies are STEPSTONE GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2023-09-14 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX. STEPSTONE GROUP INC. reported 2 meetings in this season; each is tabulated separately below, with its own filing.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Scott W. Hart | 267,932,081 | -- | -- | 22,228,101 | 2,987,362 | Majority: yes |
| Elect Director: David F. Hoffmeister | 283,340,735 | -- | -- | 6,819,447 | 2,987,362 | Majority: yes |
| Elect Director: Anne L. Raymond | 283,993,577 | -- | -- | 6,166,605 | 2,987,362 | Majority: yes |
| Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm The Company's stockholders ratified the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31 | 290,472,831 | 2,649,028 | 25,685 | -- | -- | Passed |
| Proposal 3: Say-on-Pay The Company's stockholders, on a non-binding and advisory basis, voted to approve the compensation of the Company's named executive officers | 288,886,823 | 1,243,838 | 29,521 | -- | 2,987,362 | Passed |
| Proposal 4: ESPP The Company's stockholders voted to approve the ESPP | 289,640,611 | 514,901 | 4,670 | -- | 2,987,362 | Passed |
Source: STEPSTONE GROUP INC., Form 8-K, filed with the SEC on 2023-09-14 — read the filing on EDGAR.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Proposal 1: The Nasdaq Proposal The Company's stockholders voted to approve the Nasdaq Proposal by the votes shown below. | 281,589,365 | 8,057,642 | 4,800 | -- | 0 | Majority: yes |
Source: STEPSTONE GROUP INC., Form 8-K, filed with the SEC on 2024-05-14 — read the filing on EDGAR.
Each item below shows how the 180 asset managers that disclosed a STEPSTONE GROUP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of STEPSTONE GROUP INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2023-09-13.
Combines 11 wordings of this item as funds reported it.
99.5% Passed · of votes cast
STEPSTONE GROUP INC.’s own tally for this item (“Proposal 3: Say-on-Pay The Company's stockholders, on a non-binding and advisory basis, voted to approve the compensation of the Company's named executive officers”): 288,886,823 for, 1,243,838 against — passed, per its Form 8-K filed 2023-09-14 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 168 asset managers below cast 83% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WisdomTree | 0 | 12,153,588 | 0 | 0 | Against |
| JPMorgan | 9,593,403 | 0 | 0 | 0 | For |
| Vanguard | 8,249,413 | 0 | 0 | 0 | For |
| Fidelity | 6,649,509 | 5,929 | 0 | 0 | For |
| T. Rowe Price | 6,519,807 | 0 | 0 | 0 | For |
| Capital Group | 5,422,296 | 0 | 0 | 0 | For |
| Wellington | 4,918,367 | 0 | 0 | 0 | For |
| AllianceBernstein | 3,813,937 | 0 | 0 | 0 | For |
| BlackRock | 3,615,698 | 0 | 0 | 0 | For |
| WASATCH ADVISORS LP | 2,068,562 | 0 | 0 | 0 | For |
| WEATHERBIE CAPITAL, LLC | 1,842,249 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,808,043 | 0 | 0 | 0 | For |
| State Street | 1,118,968 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,065,001 | 0 | 0 | 0 | For |
| Charles Schwab | 998,124 | 0 | 0 | 0 | For |
| ALGER FUNDS | 829,320 | 0 | 0 | 0 | For |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 733,786 | 0 | 0 | 0 | For |
| Putnam | 573,478 | 0 | 0 | 0 | For |
| Utah Retirement Systems | 569,250 | 0 | 0 | 0 | For |
| Capital Research Global Investors | 491,990 | 0 | 0 | 0 | For |
| STRS OHIO | 424,973 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 423,773 | 0 | 0 | 0 | For |
| Dimensional | 387,876 | 0 | 0 | 0 | For |
| Nuveen | 385,162 | 0 | 0 | 0 | For |
| TIAA | 383,937 | 0 | 0 | 0 | For |
Showing the 25 largest of 168 asset managers. See all 168 in the interactive database.
Meeting held 2024-05-13.
Combines 3 wordings of this item as funds reported it.
84% fund support · no official result
The 73 asset managers below cast 84% of the shares they voted on this item FOR (28,371,497 for, 5,438,329 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,357,334 | 5,127,872 | 0 | 0 | Against |
| Fidelity | 4,715,217 | 0 | 0 | 0 | For |
| JPMorgan | 3,249,778 | 0 | 0 | 0 | For |
| Capital Group | 3,168,760 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,300,976 | 0 | 0 | 0 | For |
| BlackRock | 1,935,241 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,808,043 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,337,041 | 0 | 0 | 0 | For |
| Hartford | 1,048,535 | 0 | 0 | 0 | For |
| ALGER FUNDS | 715,508 | 0 | 0 | 0 | For |
| Dimensional | 573,100 | 0 | 0 | 0 | For |
| Charles Schwab | 557,167 | 0 | 0 | 0 | For |
| Putnam | 353,592 | 0 | 0 | 0 | For |
| TIAA | 326,177 | 0 | 0 | 0 | For |
| Principal | 317,537 | 0 | 0 | 0 | For |
| Jackson National | 266,146 | 0 | 0 | 0 | For |
| Equitable | 259,814 | 0 | 0 | 0 | For |
| New York Life | 254,009 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 235,721 | 0 | 0 | 0 | For |
| GMO | 219,669 | 0 | 0 | 0 | For |
| WisdomTree | 211,398 | 0 | 0 | 0 | For |
| Northwestern Mutual | 208,685 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 191,990 | 0 | 0 | 0 | For |
| Lincoln Financial | 135,079 | 45,600 | 0 | 0 | For |
| State Street | 291 | 176,630 | 0 | 0 | Against |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Meeting held 2023-09-13.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
STEPSTONE GROUP INC.’s own tally for this item (“Elect Director: Anne L. Raymond”): 283,993,577 for, 6,166,605 withheld, per its Form 8-K filed 2023-09-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 72 asset managers below cast 100% of the shares they voted on this item FOR (42,518,850 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WisdomTree | 12,153,588 | 0 | 0 | 0 | For |
| Vanguard | 8,106,724 | 0 | 0 | 0 | For |
| JPMorgan | 5,382,088 | 0 | 0 | 0 | For |
| Fidelity | 4,015,118 | 0 | 0 | 0 | For |
| Capital Group | 2,957,143 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,662,323 | 0 | 0 | 0 | For |
| BlackRock | 1,946,938 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,808,043 | 0 | 0 | 0 | For |
| AllianceBernstein | 0 | 0 | 1,435,678 | 0 | Abstain |
| ALGER FUNDS | 0 | 0 | 829,320 | 0 | Abstain |
| Charles Schwab | 473,153 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 423,773 | 0 | 0 | 0 | For |
| TIAA | 383,937 | 0 | 0 | 0 | For |
| Dimensional | 327,573 | 0 | 0 | 0 | For |
| Principal | 6,373 | 0 | 320,644 | 0 | Abstain |
| Putnam | 0 | 0 | 279,072 | 0 | Abstain |
| Jackson National | 234,643 | 0 | 0 | 0 | For |
| Equitable | 116,299 | 0 | 60,500 | 0 | For |
| Invesco | 135,616 | 0 | 0 | 0 | For |
| Voya | 126,373 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 122,170 | 0 | 0 | 0 | For |
| ALGER FUNDS II | 0 | 0 | 106,635 | 0 | Abstain |
| MML SERIES INVESTMENT FUND | 95,554 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 95,427 | 0 | 0 | 0 | For |
| New York Life | 93,919 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2023-09-13.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
STEPSTONE GROUP INC.’s own tally for this item (“Elect Director: David F. Hoffmeister”): 283,340,735 for, 6,819,447 withheld, per its Form 8-K filed 2023-09-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 72 asset managers below cast 100% of the shares they voted on this item FOR (42,518,850 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WisdomTree | 12,153,588 | 0 | 0 | 0 | For |
| Vanguard | 8,106,724 | 0 | 0 | 0 | For |
| JPMorgan | 5,382,088 | 0 | 0 | 0 | For |
| Fidelity | 4,015,118 | 0 | 0 | 0 | For |
| Capital Group | 2,957,143 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,662,323 | 0 | 0 | 0 | For |
| BlackRock | 1,946,938 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,808,043 | 0 | 0 | 0 | For |
| AllianceBernstein | 0 | 0 | 1,435,678 | 0 | Abstain |
| ALGER FUNDS | 0 | 0 | 829,320 | 0 | Abstain |
| Charles Schwab | 473,153 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 423,773 | 0 | 0 | 0 | For |
| TIAA | 383,937 | 0 | 0 | 0 | For |
| Dimensional | 327,573 | 0 | 0 | 0 | For |
| Principal | 6,373 | 0 | 320,644 | 0 | Abstain |
| Putnam | 0 | 0 | 279,072 | 0 | Abstain |
| Jackson National | 234,643 | 0 | 0 | 0 | For |
| Equitable | 116,299 | 0 | 60,500 | 0 | For |
| Invesco | 135,616 | 0 | 0 | 0 | For |
| Voya | 126,373 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 122,170 | 0 | 0 | 0 | For |
| ALGER FUNDS II | 0 | 0 | 106,635 | 0 | Abstain |
| MML SERIES INVESTMENT FUND | 95,554 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 95,427 | 0 | 0 | 0 | For |
| New York Life | 93,919 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2023-09-13.
Combines 3 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
STEPSTONE GROUP INC.’s own tally for this item (“Elect Director: Scott W. Hart”): 267,932,081 for, 22,228,101 withheld, per its Form 8-K filed 2023-09-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 72 asset managers below cast 100% of the shares they voted on this item FOR (32,910,227 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WisdomTree | 12,153,588 | 0 | 0 | 0 | For |
| Vanguard | 3,138,168 | 0 | 4,968,556 | 0 | Abstain |
| JPMorgan | 5,382,088 | 0 | 0 | 0 | For |
| Fidelity | 2,998,553 | 0 | 1,016,565 | 0 | For |
| Capital Group | 2,957,143 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 2,662,323 | 0 | Abstain |
| BlackRock | 1,946,938 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,808,043 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,435,678 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 829,320 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 473,153 | 0 | Abstain |
| HARBOR FUNDS | 0 | 0 | 423,773 | 0 | Abstain |
| TIAA | 0 | 0 | 383,937 | 0 | Abstain |
| Dimensional | 0 | 0 | 327,573 | 0 | Abstain |
| Principal | 320,644 | 0 | 6,373 | 0 | For |
| Putnam | 0 | 0 | 279,072 | 0 | Abstain |
| Jackson National | 146,541 | 0 | 88,102 | 0 | For |
| Equitable | 176,799 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 135,616 | 0 | Abstain |
| Voya | 0 | 0 | 126,373 | 0 | Abstain |
| LIBERTY ALL STAR GROWTH FUND INC. | 0 | 0 | 122,170 | 0 | Abstain |
| ALGER FUNDS II | 0 | 0 | 106,635 | 0 | Abstain |
| MML SERIES INVESTMENT FUND | 95,554 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 95,427 | 0 | 0 | 0 | For |
| New York Life | 0 | 0 | 93,919 | 0 | Abstain |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2023-09-13.
Combines 3 wordings of this item as funds reported it.
99.8% fund support · no official result
The 72 asset managers below cast 99.8% of the shares they voted on this item FOR (45,678,553 for, 47,896 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WisdomTree | 12,153,588 | 0 | 0 | 0 | For |
| Vanguard | 8,106,724 | 0 | 0 | 0 | For |
| JPMorgan | 5,382,088 | 0 | 0 | 0 | For |
| Fidelity | 4,015,118 | 0 | 0 | 0 | For |
| Capital Group | 2,957,143 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,662,323 | 0 | 0 | 0 | For |
| BlackRock | 1,946,938 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,808,043 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,435,678 | 0 | 0 | 0 | For |
| ALGER FUNDS | 829,320 | 0 | 0 | 0 | For |
| Charles Schwab | 473,153 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 423,773 | 0 | 0 | 0 | For |
| TIAA | 383,937 | 0 | 0 | 0 | For |
| Dimensional | 327,573 | 0 | 0 | 0 | For |
| Principal | 327,017 | 0 | 0 | 0 | For |
| Putnam | 279,072 | 0 | 0 | 0 | For |
| Jackson National | 234,643 | 0 | 0 | 0 | For |
| Equitable | 176,799 | 0 | 0 | 0 | For |
| Invesco | 135,616 | 0 | 0 | 0 | For |
| Voya | 126,373 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 122,170 | 0 | 0 | 0 | For |
| ALGER FUNDS II | 106,635 | 0 | 0 | 0 | For |
| MML SERIES INVESTMENT FUND | 95,554 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 95,427 | 0 | 0 | 0 | For |
| New York Life | 93,919 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2023-09-13.
Combines 3 wordings of this item as funds reported it.
99.0% Passed · of votes cast
STEPSTONE GROUP INC.’s own tally for this item (“Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm The Company's stockholders ratified the appointment of Ernst & Young LLP as the Company's independent registered public accounting ”): 290,472,831 for, 2,649,028 against — passed, per its Form 8-K filed 2023-09-14 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 72 asset managers below cast 99% of the shares they voted on this item FOR (45,040,565 for, 664,662 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WisdomTree | 12,153,588 | 0 | 0 | 0 | For |
| Vanguard | 8,106,724 | 0 | 0 | 0 | For |
| JPMorgan | 5,382,088 | 0 | 0 | 0 | For |
| Fidelity | 4,015,118 | 0 | 0 | 0 | For |
| Capital Group | 2,957,143 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,662,323 | 0 | 0 | 0 | For |
| BlackRock | 1,946,938 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 1,808,043 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,435,678 | 0 | 0 | 0 | For |
| ALGER FUNDS | 829,320 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 473,153 | 0 | 0 | Against |
| HARBOR FUNDS | 423,773 | 0 | 0 | 0 | For |
| TIAA | 383,937 | 0 | 0 | 0 | For |
| Dimensional | 327,573 | 0 | 0 | 0 | For |
| Principal | 327,017 | 0 | 0 | 0 | For |
| Putnam | 279,072 | 0 | 0 | 0 | For |
| Jackson National | 234,643 | 0 | 0 | 0 | For |
| Equitable | 176,799 | 0 | 0 | 0 | For |
| Invesco | 135,616 | 0 | 0 | 0 | For |
| Voya | 126,373 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 122,170 | 0 | 0 | 0 | For |
| ALGER FUNDS II | 106,635 | 0 | 0 | 0 | For |
| MML SERIES INVESTMENT FUND | 95,554 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 95,427 | 0 | 0 | 0 | For |
| New York Life | 93,919 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Ranked by the number of STEPSTONE GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 62,834,818 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | WisdomTree | 19.34% |
| 2 | JPMorgan | 15.27% |
| 3 | Vanguard | 13.13% |
| 4 | Fidelity | 10.59% |
| 5 | T. Rowe Price | 10.38% |
| 6 | Capital Group | 8.63% |
| 7 | Wellington | 7.83% |
| 8 | AllianceBernstein | 6.07% |
| 9 | BlackRock | 5.75% |
| 10 | WASATCH ADVISORS LP | 3.29% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 16.35% | 13F |
| Wellington Management | 12.90% | 13F |
| Vanguard Group | 12.29% | 13F |
| James Lim | 9.47% | DEF14A |
| Sanford Energy, Inc. | 6.10% | DEF14A |
| ARGO Holdings, LLC | 5.83% | DEF14A |
| Monte M. Brem * | 4.62% | DEF14A |
| Millennium Management | 4.58% | 13F |
| FMR (Fidelity) | 2.92% | 13F |
| JPMorgan Chase | 2.19% | 13F |
Percentages above are of 62,834,818 shares outstanding, as reported by STEPSTONE GROUP INC. on its Form 10-Q dated 2023-06-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from STEPSTONE GROUP INC.’s 10-Q dated 2023-06-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At STEPSTONE GROUP INC.'s 2 shareholder meetings in the 2023-2024 proxy season (held 2023-09-13 and 2024-05-13), 180 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,669 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item of the season, voted at the meeting held 2023-09-13 — To approve, on a non-binding and advisory basis, the compensation of our named executive… — the proposal passed with 99.5% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: STEPSTONE GROUP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2023-09-14.
STEPSTONE GROUP INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.