Stephens Investment Management Group

Stephens Investment Management Group as of March 31, 2025

Portfolio Holdings for Stephens Investment Management Group

Stephens Investment Management Group holds 167 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Guidewire Software (GWRE) 2.0 $141M 755k 187.36
Cyberark Software SHS (CYBR) 1.8 $124M 367k 338.00
Ryan Specialty Holdings Cl A (RYAN) 1.8 $121M 1.6M 73.87
Kratos Defense & Sec Solutio Com New (KTOS) 1.7 $115M 3.9M 29.69
Heico Corp Cl A (HEI.A) 1.7 $115M 543k 210.97
Exelixis (EXEL) 1.6 $111M 3.0M 36.92
Technipfmc (FTI) 1.6 $109M 3.4M 31.69
Chesapeake Energy Corp (EXE) 1.6 $108M 971k 111.32
Tradeweb Mkts Cl A (TW) 1.5 $107M 722k 148.46
Firstcash Holdings (FCFS) 1.5 $107M 889k 120.32
Bellring Brands Common Stock (BRBR) 1.5 $104M 1.4M 74.46
Take-Two Interactive Software (TTWO) 1.5 $103M 498k 207.25
Wingstop (WING) 1.5 $101M 447k 225.58
Burlington Stores (BURL) 1.4 $99M 417k 238.33
RBC Bearings Incorporated (RBC) 1.4 $99M 306k 321.77
Verisk Analytics (VRSK) 1.4 $98M 329k 297.62
Healthequity (HQY) 1.4 $95M 1.1M 88.37
Ollies Bargain Outlt Hldgs I (OLLI) 1.4 $94M 809k 116.36
Domino's Pizza (DPZ) 1.3 $93M 203k 459.45
Palomar Hldgs (PLMR) 1.3 $92M 674k 137.08
Kinsale Cap Group (KNSL) 1.3 $92M 190k 486.71
Live Nation Entertainment (LYV) 1.3 $92M 703k 130.58
AeroVironment (AVAV) 1.3 $91M 764k 119.19
Axon Enterprise (AXON) 1.3 $89M 170k 525.95
Tyler Technologies (TYL) 1.3 $87M 150k 581.39
Halozyme Therapeutics (HALO) 1.2 $85M 1.3M 63.81
Electronic Arts (EA) 1.2 $85M 588k 144.52
ResMed (RMD) 1.2 $80M 358k 223.85
Bright Horizons Fam Sol In D (BFAM) 1.1 $78M 613k 127.04
Manhattan Associates (MANH) 1.1 $77M 447k 173.04
Icon SHS (ICLR) 1.1 $75M 429k 174.99
Viper Energy Cl A 1.0 $70M 1.6M 45.15
Repligen Corporation (RGEN) 1.0 $69M 540k 127.24
Toast Cl A (TOST) 1.0 $68M 2.0M 33.17
Varonis Sys (VRNS) 0.9 $65M 1.6M 40.45
Ligand Pharmaceuticals Com New (LGND) 0.9 $64M 607k 105.14
Tractor Supply Company (TSCO) 0.9 $64M 1.2M 55.10
Piper Jaffray Companies (PIPR) 0.9 $62M 251k 247.66
Magnolia Oil & Gas Corp Cl A (MGY) 0.9 $61M 2.4M 25.26
Ptc (PTC) 0.9 $60M 387k 154.95
CoStar (CSGP) 0.8 $59M 739k 79.23
Dex (DXCM) 0.8 $57M 841k 68.29
Siteone Landscape Supply (SITE) 0.8 $57M 471k 121.44
Evercore Class A (EVR) 0.8 $57M 285k 199.72
Supernus Pharmaceuticals (SUPN) 0.8 $57M 1.7M 32.75
Irhythm Technologies (IRTC) 0.8 $55M 521k 104.68
Five Below (FIVE) 0.8 $53M 711k 74.92
Okta Cl A (OKTA) 0.8 $53M 499k 105.22
Robinhood Mkts Com Cl A (HOOD) 0.8 $52M 1.3M 41.62
Bwx Technologies (BWXT) 0.7 $52M 524k 98.65
Pure Storage Cl A (PSTG) 0.7 $51M 1.1M 44.27
Boot Barn Hldgs (BOOT) 0.7 $50M 466k 107.43
M/a (MTSI) 0.7 $50M 498k 100.38
Vertiv Holdings Com Cl A (VRT) 0.7 $48M 669k 72.20
Antero Res (AR) 0.7 $48M 1.2M 40.44
Bio-techne Corporation (TECH) 0.7 $48M 818k 58.63
Rockwell Automation (ROK) 0.7 $48M 184k 258.38
Hologic (HOLX) 0.7 $47M 765k 61.77
Globus Med Cl A (GMED) 0.7 $47M 645k 73.20
Aaon Com Par $0.004 (AAON) 0.7 $47M 603k 78.13
IDEXX Laboratories (IDXX) 0.7 $47M 111k 419.95
Lattice Semiconductor (LSCC) 0.7 $47M 888k 52.45
Clearwater Analytics Hldgs I Cl A (CWAN) 0.7 $46M 1.7M 26.80
Balchem Corporation (BCPC) 0.7 $46M 276k 166.00
Azek Cl A (AZEK) 0.7 $45M 923k 48.89
Academy Sports & Outdoor (ASO) 0.6 $43M 950k 45.61
Trex Company (TREX) 0.6 $43M 745k 58.10
Hubbell (HUBB) 0.6 $42M 128k 330.91
Nutanix Cl A (NTNX) 0.6 $42M 601k 69.81
Medpace Hldgs (MEDP) 0.6 $42M 137k 304.69
Ciena Corp Com New (CIEN) 0.6 $41M 681k 60.43
Encore Capital (ECPG) 0.6 $39M 1.1M 34.28
Schrodinger (SDGR) 0.6 $39M 2.0M 19.74
Saia (SAIA) 0.6 $38M 109k 349.43
Microchip Technology (MCHP) 0.5 $38M 775k 48.41
Power Integrations (POWI) 0.5 $37M 739k 50.50
Pool Corporation (POOL) 0.5 $37M 117k 318.35
Sentinelone Cl A (S) 0.5 $36M 2.0M 18.18
Gitlab Class A Com (GTLB) 0.5 $35M 744k 47.00
Onto Innovation (ONTO) 0.5 $35M 288k 121.34
Globant S A (GLOB) 0.5 $34M 291k 117.72
Monday SHS (MNDY) 0.5 $34M 140k 243.16
Sweetgreen Com Cl A (SG) 0.5 $34M 1.4M 25.02
Tenable Hldgs (TENB) 0.5 $33M 955k 34.98
Spotify Technology S A SHS (SPOT) 0.5 $33M 61k 550.03
J.B. Hunt Transport Services (JBHT) 0.5 $33M 222k 147.95
Copart (CPRT) 0.5 $33M 581k 56.59
Tandem Diabetes Care Com New (TNDM) 0.5 $33M 1.7M 19.16
Silicon Laboratories (SLAB) 0.5 $32M 286k 112.57
Installed Bldg Prods (IBP) 0.5 $32M 185k 171.46
Insulet Corporation (PODD) 0.5 $31M 120k 262.61
Generac Holdings (GNRC) 0.4 $31M 245k 126.65
Fabrinet SHS (FN) 0.4 $31M 157k 197.51
Maximus (MMS) 0.4 $31M 455k 68.19
Cognex Corporation (CGNX) 0.4 $31M 1.0M 29.83
Braze Com Cl A (BRZE) 0.4 $29M 802k 36.08
Brooks Automation (AZTA) 0.4 $28M 804k 34.64
Dynatrace Com New (DT) 0.4 $27M 567k 47.15
Kornit Digital SHS (KRNT) 0.4 $26M 1.4M 19.08
Reddit Cl A (RDDT) 0.4 $26M 245k 104.90
D R S Technologies (DRS) 0.4 $25M 772k 32.88
Ambarella SHS (AMBA) 0.4 $25M 500k 50.33
Ezcorp Cl A Non Vtg (EZPW) 0.4 $25M 1.7M 14.72
Cadence Design Systems (CDNS) 0.3 $24M 95k 254.33
Palantir Technologies Cl A (PLTR) 0.3 $24M 286k 84.40
Ross Stores (ROST) 0.3 $24M 186k 127.79
Ansys (ANSS) 0.3 $24M 75k 316.56
Neogen Corporation (NEOG) 0.3 $24M 2.7M 8.67
Illumina (ILMN) 0.3 $24M 296k 79.34
Sailpoint (SAIL) 0.3 $23M 1.2M 18.75
VSE Corporation (VSEC) 0.3 $21M 176k 119.99
PROS Holdings (PRO) 0.3 $21M 1.1M 19.03
Descartes Sys Grp (DSGX) 0.3 $20M 201k 100.83
Baker Hughes Company Cl A (BKR) 0.3 $19M 426k 43.95
Fastenal Company (FAST) 0.3 $19M 240k 77.55
Virtu Finl Cl A (VIRT) 0.3 $19M 486k 38.12
Marvell Technology (MRVL) 0.2 $17M 277k 61.57
Roper Industries (ROP) 0.2 $17M 28k 589.58
Veeva Sys Cl A Com (VEEV) 0.2 $16M 70k 231.63
Unity Software (U) 0.2 $16M 826k 19.59
L3harris Technologies (LHX) 0.2 $16M 76k 209.31
Rubrik Cl A (RBRK) 0.2 $16M 258k 60.98
Diamondback Energy (FANG) 0.2 $15M 94k 159.88
Simply Good Foods (SMPL) 0.2 $15M 421k 34.49
SPS Commerce (SPSC) 0.2 $14M 108k 132.73
Vistra Energy (VST) 0.2 $14M 117k 117.44
Fortinet (FTNT) 0.2 $14M 143k 96.26
Revolve Group Cl A (RVLV) 0.2 $14M 636k 21.49
Powell Industries (POWL) 0.2 $13M 74k 170.33
First Watch Restaurant Groupco (FWRG) 0.2 $12M 709k 16.65
Henry Schein (HSIC) 0.2 $12M 171k 68.49
Hub Group Cl A (HUBG) 0.2 $12M 313k 37.17
Autodesk (ADSK) 0.2 $12M 44k 261.80
Teradyne (TER) 0.2 $12M 140k 82.60
Palo Alto Networks (PANW) 0.2 $12M 67k 170.64
Crowdstrike Hldgs Cl A (CRWD) 0.2 $12M 33k 352.58
Biolife Solutions Com New (BLFS) 0.2 $11M 497k 22.84
Intapp (INTA) 0.2 $11M 193k 58.38
Chefs Whse (CHEF) 0.2 $11M 205k 54.46
Keysight Technologies (KEYS) 0.2 $11M 74k 149.77
Zeta Global Holdings Corp Cl A (ZETA) 0.2 $11M 809k 13.56
Lindsay Corporation (LNN) 0.2 $11M 86k 126.52
Magnite Ord (MGNI) 0.2 $11M 951k 11.41
Coherent Corp (COHR) 0.2 $11M 163k 64.94
HealthStream (HSTM) 0.1 $10M 318k 32.18
Rambus (RMBS) 0.1 $10M 194k 51.77
Karman Hldgs Common Stock (KRMN) 0.1 $8.7M 262k 33.42
Mongodb Cl A (MDB) 0.1 $8.4M 48k 175.40
Agilysys (AGYS) 0.1 $7.2M 100k 72.54
Nlight (LASR) 0.1 $7.1M 910k 7.77
Montrose Environmental Group (MEG) 0.1 $6.5M 454k 14.26
Global E Online SHS (GLBE) 0.1 $6.1M 170k 35.65
Solaris Energy Infras Com Cl A (SEI) 0.1 $5.8M 266k 21.76
Amicus Therapeutics (FOLD) 0.1 $5.0M 613k 8.16
Microsoft Corporation (MSFT) 0.0 $948k 2.5k 375.39
NVIDIA Corporation (NVDA) 0.0 $753k 6.9k 108.38
Amazon (AMZN) 0.0 $639k 3.4k 190.26
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $594k 3.6k 166.00
MercadoLibre (MELI) 0.0 $416k 213.00 1950.87
Alphabet Cap Stk Cl A (GOOGL) 0.0 $341k 2.2k 154.64
Cme (CME) 0.0 $331k 1.2k 265.29
TJX Companies (TJX) 0.0 $321k 2.6k 121.80
Meta Platforms Cl A (META) 0.0 $302k 524.00 576.36
Raytheon Technologies Corp (RTX) 0.0 $277k 2.1k 132.46
S&p Global (SPGI) 0.0 $245k 482.00 508.10
Asml Holding N V N Y Registry Shs (ASML) 0.0 $239k 361.00 662.63
Intuitive Surgical Com New (ISRG) 0.0 $230k 464.00 495.27