Stephens Investment Management Group

Stephens Investment Management Group as of Dec. 31, 2024

Portfolio Holdings for Stephens Investment Management Group

Stephens Investment Management Group holds 171 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cyberark Software SHS (CYBR) 1.8 $137M 410k 333.15
Manhattan Associates (MANH) 1.8 $134M 494k 270.24
Guidewire Software (GWRE) 1.7 $126M 746k 168.58
Burlington Stores (BURL) 1.5 $114M 399k 285.06
Kratos Defense & Sec Solutio Com New (KTOS) 1.5 $112M 4.3M 26.38
Axon Enterprise (AXON) 1.5 $112M 188k 594.32
Tradeweb Mkts Cl A (TW) 1.5 $112M 852k 130.92
Bellring Brands Common Stock (BRBR) 1.5 $109M 1.4M 75.34
Ryan Specialty Holdings Cl A (RYAN) 1.4 $103M 1.6M 64.16
Exelixis (EXEL) 1.4 $103M 3.1M 33.30
Chesapeake Energy Corp (EXE) 1.4 $102M 1.0M 99.55
Healthequity (HQY) 1.3 $101M 1.1M 95.95
Heico Corp Cl A (HEI.A) 1.3 $101M 540k 186.08
Take-Two Interactive Software (TTWO) 1.3 $100M 544k 184.08
Technipfmc (FTI) 1.3 $99M 3.4M 28.94
Vertiv Holdings Com Cl A (VRT) 1.2 $93M 820k 113.61
RBC Bearings Incorporated (RBC) 1.2 $91M 305k 299.14
FTI Consulting (FCN) 1.2 $91M 474k 191.13
Live Nation Entertainment (LYV) 1.2 $90M 692k 129.50
Verisk Analytics (VRSK) 1.2 $89M 322k 275.43
Icon SHS (ICLR) 1.2 $88M 421k 209.71
Tyler Technologies (TYL) 1.1 $85M 147k 576.64
AeroVironment (AVAV) 1.1 $83M 542k 153.89
Firstcash Holdings (FCFS) 1.1 $80M 777k 103.60
Kinsale Cap Group (KNSL) 1.1 $80M 172k 465.13
Domino's Pizza (DPZ) 1.1 $79M 188k 419.76
Ollies Bargain Outlt Hldgs I (OLLI) 1.0 $78M 714k 109.73
Repligen Corporation (RGEN) 1.0 $77M 537k 143.94
Electronic Arts (EA) 1.0 $77M 523k 146.30
Wingstop (WING) 1.0 $76M 269k 284.20
ResMed (RMD) 1.0 $76M 333k 228.69
Toast Cl A (TOST) 1.0 $73M 2.0M 36.45
Palomar Hldgs (PLMR) 1.0 $72M 680k 105.59
Aaon Com Par $0.004 (AAON) 1.0 $71M 607k 117.68
Deckers Outdoor Corporation (DECK) 1.0 $71M 351k 203.09
Ptc (PTC) 0.9 $70M 380k 183.87
Pure Storage Cl A (PSTG) 0.9 $69M 1.1M 61.43
Ligand Pharmaceuticals Com New (LGND) 0.9 $66M 613k 107.15
M/a (MTSI) 0.9 $65M 501k 129.91
Five Below (FIVE) 0.9 $65M 618k 104.96
Halozyme Therapeutics (HALO) 0.9 $64M 1.3M 47.81
Piper Jaffray Companies (PIPR) 0.9 $64M 215k 299.95
Supernus Pharmaceuticals (SUPN) 0.8 $63M 1.8M 36.16
Magnolia Oil & Gas Corp Cl A (MGY) 0.8 $63M 2.7M 23.38
Viper Energy Cl A 0.8 $63M 1.3M 49.07
Varonis Sys (VRNS) 0.8 $62M 1.4M 44.43
Siteone Landscape Supply (SITE) 0.8 $62M 471k 131.77
Aspen Technology 0.8 $62M 248k 249.63
Bright Horizons Fam Sol In D (BFAM) 0.8 $62M 558k 110.85
Globant S A (GLOB) 0.8 $62M 288k 214.42
Acadia Healthcare (ACHC) 0.8 $59M 1.5M 39.65
Ciena Corp Com New (CIEN) 0.8 $57M 672k 84.81
Evercore Class A (EVR) 0.8 $56M 203k 277.19
Tandem Diabetes Care Com New (TNDM) 0.8 $56M 1.6M 36.02
Academy Sports & Outdoor (ASO) 0.7 $55M 960k 57.53
Dex (DXCM) 0.7 $55M 704k 77.77
Encore Capital (ECPG) 0.7 $54M 1.1M 47.77
Hologic (HOLX) 0.7 $54M 748k 72.09
Bio-techne Corporation (TECH) 0.7 $53M 735k 72.03
Hubbell (HUBB) 0.7 $53M 125k 418.89
Rockwell Automation (ROK) 0.7 $51M 180k 285.79
Trex Company (TREX) 0.7 $51M 743k 69.03
Bwx Technologies (BWXT) 0.7 $50M 449k 111.39
Lattice Semiconductor (LSCC) 0.7 $50M 878k 56.65
Onto Innovation (ONTO) 0.6 $48M 289k 166.67
Globus Med Cl A (GMED) 0.6 $48M 577k 82.71
Papa John's Int'l (PZZA) 0.6 $48M 1.2M 41.07
Boot Barn Hldgs (BOOT) 0.6 $47M 308k 151.82
Medpace Hldgs (MEDP) 0.6 $46M 139k 332.23
Saia (SAIA) 0.6 $46M 100k 455.73
Balchem Corporation (BCPC) 0.6 $46M 279k 163.00
Irhythm Technologies (IRTC) 0.6 $45M 503k 90.17
IDEXX Laboratories (IDXX) 0.6 $45M 109k 413.44
Azek Cl A (AZEK) 0.6 $44M 932k 47.47
CoStar (CSGP) 0.6 $44M 613k 71.59
Palantir Technologies Cl A (PLTR) 0.6 $42M 560k 75.63
Kornit Digital SHS (KRNT) 0.6 $42M 1.3M 30.95
Robinhood Mkts Com Cl A (HOOD) 0.6 $42M 1.1M 37.26
Gitlab Class A Com (GTLB) 0.5 $40M 712k 56.35
Sentinelone Cl A (S) 0.5 $40M 1.8M 22.20
Microchip Technology (MCHP) 0.5 $39M 686k 57.35
Pool Corporation (POOL) 0.5 $39M 115k 340.94
Cadence Design Systems (CDNS) 0.5 $38M 127k 300.46
Tenable Hldgs (TENB) 0.5 $38M 963k 39.38
Generac Holdings (GNRC) 0.5 $37M 241k 155.05
Tractor Supply Company (TSCO) 0.5 $37M 701k 53.06
J.B. Hunt Transport Services (JBHT) 0.5 $37M 217k 170.66
Cognex Corporation (CGNX) 0.5 $37M 1.0M 35.86
Ambarella SHS (AMBA) 0.5 $37M 504k 72.74
Silicon Laboratories (SLAB) 0.5 $36M 288k 124.22
Okta Cl A (OKTA) 0.5 $36M 452k 78.80
Power Integrations (POWI) 0.5 $35M 566k 61.70
Clearwater Analytics Hldgs I Cl A (CWAN) 0.5 $35M 1.3M 27.52
Brooks Automation (AZTA) 0.5 $35M 696k 50.00
Maximus (MMS) 0.5 $34M 461k 74.65
Cabot Oil & Gas Corporation (CTRA) 0.5 $34M 1.3M 25.54
Spotify Technology S A SHS (SPOT) 0.4 $34M 75k 447.38
Nutanix Cl A (NTNX) 0.4 $33M 545k 61.18
Installed Bldg Prods (IBP) 0.4 $33M 187k 175.25
Braze Com Cl A (BRZE) 0.4 $32M 772k 41.88
Illumina (ILMN) 0.4 $32M 242k 133.63
Neogen Corporation (NEOG) 0.4 $32M 2.6M 12.14
Copart (CPRT) 0.4 $32M 549k 57.39
Monday SHS (MNDY) 0.4 $31M 133k 235.44
Schrodinger (SDGR) 0.4 $31M 1.6M 19.29
MarketAxess Holdings (MKTX) 0.4 $29M 129k 226.04
Diamondback Energy (FANG) 0.4 $29M 176k 163.83
Sweetgreen Com Cl A (SG) 0.4 $29M 891k 32.06
Marvell Technology (MRVL) 0.4 $28M 257k 110.45
Fabrinet SHS (FN) 0.4 $28M 128k 219.88
PROS Holdings (PRO) 0.3 $26M 1.2M 21.96
D R S Technologies (DRS) 0.3 $26M 803k 32.31
Ameresco Cl A (AMRC) 0.3 $25M 1.1M 23.48
Ansys (ANSS) 0.3 $24M 72k 337.33
Descartes Sys Grp (DSGX) 0.3 $24M 209k 113.60
SPS Commerce (SPSC) 0.3 $22M 119k 183.99
Reddit Cl A (RDDT) 0.3 $22M 133k 163.44
Ross Stores (ROST) 0.3 $22M 144k 151.27
Ezcorp Cl A Non Vtg (EZPW) 0.3 $21M 1.7M 12.22
The Trade Desk Com Cl A (TTD) 0.3 $21M 177k 117.53
Insulet Corporation (PODD) 0.3 $20M 76k 261.07
Revolve Group Cl A (RVLV) 0.3 $19M 580k 33.49
Rubrik Cl A (RBRK) 0.2 $18M 268k 65.36
VSE Corporation (VSEC) 0.2 $17M 183k 95.10
Baker Hughes Company Cl A (BKR) 0.2 $16M 400k 41.02
Fastenal Company (FAST) 0.2 $16M 226k 71.91
Virtu Finl Cl A (VIRT) 0.2 $16M 451k 35.68
Powell Industries (POWL) 0.2 $16M 72k 221.65
Magnite Ord (MGNI) 0.2 $16M 997k 15.92
Teradyne (TER) 0.2 $15M 122k 125.92
Celsius Hldgs Com New (CELH) 0.2 $15M 584k 26.34
L3harris Technologies (LHX) 0.2 $15M 72k 210.28
Zeta Global Holdings Corp Cl A (ZETA) 0.2 $15M 822k 17.99
Hub Group Cl A (HUBG) 0.2 $15M 326k 44.56
Veeva Sys Cl A Com (VEEV) 0.2 $14M 66k 210.25
Intapp (INTA) 0.2 $14M 215k 64.09
Roper Industries (ROP) 0.2 $14M 27k 519.85
First Watch Restaurant Groupco (FWRG) 0.2 $13M 693k 18.61
Biolife Solutions Com New (BLFS) 0.2 $13M 496k 25.96
Palo Alto Networks (PANW) 0.2 $13M 70k 181.96
Vistra Energy (VST) 0.2 $13M 91k 137.87
Fortinet (FTNT) 0.2 $13M 132k 94.48
Henry Schein (HSIC) 0.2 $12M 180k 69.20
Autodesk (ADSK) 0.2 $12M 42k 295.57
Crowdstrike Hldgs Cl A (CRWD) 0.2 $12M 36k 342.16
Keysight Technologies (KEYS) 0.1 $11M 69k 160.63
ICF International (ICFI) 0.1 $11M 90k 119.21
Lindsay Corporation (LNN) 0.1 $11M 89k 118.31
HealthStream (HSTM) 0.1 $11M 331k 31.80
Chefs Whse (CHEF) 0.1 $11M 213k 49.32
Rambus (RMBS) 0.1 $10M 191k 52.86
Nlight (LASR) 0.1 $9.9M 947k 10.49
Mongodb Cl A (MDB) 0.1 $9.6M 41k 232.81
Coherent Corp (COHR) 0.1 $8.9M 94k 94.73
Montrose Environmental Group (MEG) 0.1 $8.8M 473k 18.55
Altair Engr Com Cl A (ALTR) 0.1 $8.4M 77k 109.11
Agilysys (AGYS) 0.1 $7.2M 55k 131.71
Solaris Energy Infras Com Cl A (SEI) 0.1 $6.3M 218k 28.78
Global E Online SHS (GLBE) 0.1 $6.0M 110k 54.53
Microsoft Corporation (MSFT) 0.0 $1.1M 2.5k 421.50
NVIDIA Corporation (NVDA) 0.0 $933k 6.9k 134.29
Amazon (AMZN) 0.0 $737k 3.4k 219.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $701k 3.5k 197.49
Alphabet Cap Stk Cl A (GOOGL) 0.0 $417k 2.2k 189.30
MercadoLibre (MELI) 0.0 $362k 213.00 1700.44
TJX Companies (TJX) 0.0 $318k 2.6k 120.81
Cme (CME) 0.0 $290k 1.2k 232.23
Asml Holding N V N Y Registry Shs (ASML) 0.0 $250k 361.00 693.08
Raytheon Technologies Corp (RTX) 0.0 $242k 2.1k 115.72
Intuitive Surgical Com New (ISRG) 0.0 $242k 464.00 521.96
S&p Global (SPGI) 0.0 $240k 482.00 498.03