Stepan Company
US ˙ NYSE ˙ US8585861003

SecuritySCL / Stepan Company
InstitutionQuantinno Capital Management LP
Latest Disclosed Ownership41,885 shares
Latest Disclosed Value $ 2,093,412
Quantinno Capital Management LP reports 55.80% increase in ownership of SCL / Stepan Company

On May 15, 2026 - Quantinno Capital Management LP filed a 13F-HR form disclosing ownership of 41,885 shares of Stepan Company (US:SCL) valued at $2,093,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,883 shares of Stepan Company. This represents a change in shares of 55.80% during the quarter. The current value of the position is $2,161,685 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F STEPAN COM 858586100 41,885 15,002 55.80 2,093 64.41 0.0035
2026-02-17 2025-12-31 13F STEPAN COM 858586100 26,883 11,662 76.62 1,273 75.34 0.0026
2025-11-14 2025-09-30 13F STEPAN COM 858586100 15,221 -678 -4.26 726 -16.26 0.0020
2025-08-14 2025-06-30 13F STEPAN COM 858586100 15,899 10,744 208.42 868 206.36 0.0037
2025-05-12 2025-03-31 13F STEPAN COM 858586100 5,155 5,155 284 0.0018
2022-02-14 2021-12-31 13F STEPAN COM 858586100 0 -1,818 -100.00 0 -100.00
2021-11-15 2021-09-30 13F STEPAN COM 858586100 1,818 1,818 205 0.2288
2020-05-15 2020-03-31 13F STEPAN COM 858586100 0 -5,889 -100.00 0 -100.00
2020-02-14 2019-12-31 13F STEPAN COM 858586100 5,889 0 0.00 603 5.42 0.3795
2019-11-14 2019-09-30 13F STEPAN COM 858586100 5,889 0 0.00 572 5.73 0.3852
2019-08-14 2019-06-30 13F STEPAN COM 858586100 5,889 -344 -5.52 541 -0.92 0.3176
2019-05-14 2019-03-31 13F STEPAN COM 858586100 6,233 6,233 546 0.3498
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.