How Institutional Funds Moved on STEP

Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.

FundChangeQuarter
Point72 Asset Management, L.P. Point72 Asset Management, L.P. increased this position by 365% ($8,926,885 -> $41,553,110). 2026-06-30
Sixth Street Partners Management Company, L.P. Sixth Street Partners Management Company, L.P. opened a new position worth $28,517,389. 2026-06-30
Pitcairn Wealth Advisors LLC Pitcairn Wealth Advisors LLC exited a position previously worth $259,297,815. 2026-06-30
Advent International, L.P. Advent International, L.P. increased this position by 393% ($5,732,842 -> $28,266,748). 2026-06-30
Capital World Investors Capital World Investors reduced this position by 33% ($156,117,173 -> $104,393,384). 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC VANGUARD CAPITAL MANAGEMENT LLC reduced this position by 13% ($168,258,620 -> $146,840,739). 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC VANGUARD PORTFOLIO MANAGEMENT LLC reduced this position by 10% ($214,021,098 -> $193,319,659). 2026-06-30
Balyasny Asset Management L.P. Balyasny Asset Management L.P. reduced this position by 32% ($68,043,900 -> $46,037,526). 2026-06-30

Which Funds Hold STEP

Largest reported positions as of 2026-06-30.

FundValueShares
MILLENNIUM MANAGEMENT LLC $232,422,437 5,619,498
VANGUARD PORTFOLIO MANAGEMENT LLC $193,319,659 4,674,073
VANGUARD CAPITAL MANAGEMENT LLC $146,840,739 3,550,308
WELLINGTON MANAGEMENT GROUP LLP $145,836,684 3,526,032
Capital World Investors $104,393,384 2,524,018
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $79,825,420 1,930,015
WESTFIELD CAPITAL MANAGEMENT CO LP $71,528,977 1,729,424
ADAGE CAPITAL PARTNERS GP, L.L.C. $57,540,735 1,391,217
Capital Research Global Investors $50,952,335 1,231,923
Balyasny Asset Management L.P. $46,037,526 1,113,093

Data compiled from public SEC filings. This is informational reporting, not investment advice.

William Blair Investment Management, LLC: 13F Portfolio Moves Tracked

Summary of William Blair Investment Management LLC portfolio changes for the quarter ending 2026-03-31, including a new Birkenstock position and increased stakes in Gold Fields, Millicom, Sterling Infrastructure, and TotalEnergies.

Quarter Ending 2026-03-31 During the quarter ending 2026-03-31, William Blair Investment Management, LLC made notable adjustments across its equity portfolio, with a clear tilt toward adding to existing positions rather than establishing new ones. The most significant new commitment was a fresh stake in Birkenstock Holding PLC (BIRK), valued at $92,276,654. Several holdings saw dramatic … Read more