Stephens Investment Management Group

Stephens Investment Management Group as of March 31, 2026

Portfolio Holdings for Stephens Investment Management Group

Stephens Investment Management Group holds 173 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Firstcash Holdings (FCFS) 2.1 $157M 832k 188.00
RBC Bearings Incorporated (RBC) 2.0 $144M 265k 543.12
Five Below (FIVE) 1.8 $132M 576k 228.48
Vertiv Holdings Com Cl A (VRT) 1.7 $123M 490k 250.58
M/a (MTSI) 1.6 $115M 516k 222.07
Bwx Technologies (BWXT) 1.6 $114M 559k 204.49
Exelixis (EXEL) 1.5 $108M 2.5M 42.89
Technipfmc (FTI) 1.5 $107M 1.5M 69.13
Ollies Bargain Outlt Hldgs I (OLLI) 1.4 $104M 1.1M 92.04
Burlington Stores (BURL) 1.4 $101M 310k 325.38
Ligand Pharmaceuticals Com New (LGND) 1.4 $99M 495k 199.65
D R S Technologies (DRS) 1.3 $94M 2.1M 44.52
Encore Capital (ECPG) 1.3 $91M 1.3M 70.12
AeroVironment (AVAV) 1.2 $90M 490k 183.05
Repligen Corporation (RGEN) 1.2 $89M 756k 117.82
Piper Sandler Companies Com New (PIPR) 1.2 $86M 1.1M 76.55
Palomar Hldgs (PLMR) 1.2 $85M 715k 119.50
Live Nation Entertainment (LYV) 1.2 $84M 553k 152.51
Chesapeake Energy Corp (EXE) 1.1 $83M 759k 109.78
Heico Corp Cl A (HEI.A) 1.1 $83M 392k 211.09
Ryan Specialty Holdings Cl A (RYAN) 1.1 $82M 2.4M 33.74
Lattice Semiconductor (LSCC) 1.1 $82M 879k 92.76
Halozyme Therapeutics (HALO) 1.1 $79M 1.2M 64.63
Guidewire Software (GWRE) 1.1 $79M 525k 149.56
Medpace Hldgs (MEDP) 1.1 $78M 163k 480.19
Evercore Class A (EVR) 1.1 $78M 260k 298.51
Take-Two Interactive Software (TTWO) 1.0 $76M 383k 197.50
Verisk Analytics (VRSK) 1.0 $75M 397k 189.75
Viking Holdings Ord Shs (VIK) 1.0 $70M 953k 73.48
Fabrinet SHS (FN) 1.0 $70M 134k 521.52
Supernus Pharmaceuticals (SUPN) 1.0 $70M 1.4M 51.69
Tractor Supply Company (TSCO) 0.9 $69M 1.5M 45.30
Magnolia Oil & Gas Corp Cl A (MGY) 0.9 $69M 2.2M 31.57
Dex (DXCM) 0.9 $68M 1.1M 62.80
Bloom Energy Corp Com Cl A (BE) 0.9 $67M 498k 135.49
Manhattan Associates (MANH) 0.9 $67M 503k 133.12
Texas Roadhouse (TXRH) 0.9 $67M 404k 165.14
Icon SHS (ICLR) 0.9 $66M 599k 110.66
Irhythm Technologies (IRTC) 0.9 $66M 562k 118.02
Karman Hldgs Common Stock (KRMN) 0.9 $65M 810k 80.05
Ciena Corp Com New (CIEN) 0.9 $65M 166k 388.23
Everpure Cl A (PSTG) 0.9 $64M 1.1M 59.04
Boot Barn Hldgs (BOOT) 0.9 $63M 432k 146.36
Kratos Defense & Sec Solutio Com New (KTOS) 0.9 $63M 889k 70.51
Tradeweb Mkts Cl A (TW) 0.9 $62M 530k 117.66
Globus Med Cl A (GMED) 0.8 $62M 715k 86.16
Hubbell (HUBB) 0.8 $62M 125k 490.74
ResMed (RMD) 0.8 $61M 273k 224.48
Rockwell Automation (ROK) 0.8 $59M 165k 358.88
Siteone Landscape Supply (SITE) 0.8 $58M 436k 133.11
Viper Energy Cl A (VNOM) 0.8 $58M 1.2M 46.99
Bio-techne Corporation (TECH) 0.8 $58M 1.1M 52.26
IDEXX Laboratories (IDXX) 0.8 $57M 102k 561.89
Healthequity (HQY) 0.8 $57M 685k 83.57
Academy Sports & Outdoor (ASO) 0.8 $57M 1.0M 56.45
Generac Holdings (GNRC) 0.8 $57M 289k 195.33
Cognex Corporation (CGNX) 0.7 $54M 1.1M 48.99
Travere Therapeutics (TVTX) 0.7 $53M 1.8M 29.71
Toast Cl A (TOST) 0.7 $53M 2.0M 26.51
Aaon Com Par $0.004 (AAON) 0.7 $53M 634k 82.75
Sportradar Group Class A Ord Shs (SRAD) 0.7 $52M 3.1M 16.74
VSE Corporation (VSEC) 0.7 $51M 274k 184.40
Antero Res (AR) 0.7 $50M 1.2M 42.44
Saia (SAIA) 0.7 $50M 141k 351.28
Tyler Technologies (TYL) 0.7 $49M 143k 342.38
Illumina (ILMN) 0.7 $48M 389k 123.26
Bright Horizons Fam Sol In D (BFAM) 0.6 $46M 559k 82.13
Maximus (MMS) 0.6 $46M 716k 64.10
Installed Bldg Prods (IBP) 0.6 $45M 171k 265.15
J.B. Hunt Transport Services (JBHT) 0.6 $45M 213k 211.90
Balchem Corporation (BCPC) 0.6 $45M 266k 169.48
Domino's Pizza (DPZ) 0.6 $45M 126k 358.79
Axon Enterprise (AXON) 0.6 $44M 104k 424.69
Archrock (AROC) 0.6 $44M 1.3M 34.80
Varonis Sys (VRNS) 0.6 $43M 2.0M 21.47
Microchip Technology (MCHP) 0.6 $42M 652k 64.61
Bullish Ord Shs (BLSH) 0.6 $42M 1.2M 35.73
Silicon Laboratories (SLAB) 0.6 $42M 202k 208.15
Kinsale Cap Group (KNSL) 0.6 $42M 123k 341.66
Jfrog Ord Shs (FROG) 0.6 $42M 894k 46.93
Dynatrace Com New (DT) 0.6 $41M 1.1M 36.98
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.6 $41M 434k 93.87
James Hardie Inds Ord Shs (JHX) 0.6 $40M 2.1M 18.94
Ptc (PTC) 0.5 $39M 273k 142.49
Sailpoint (SAIL) 0.5 $38M 2.9M 13.24
Power Integrations (POWI) 0.5 $38M 745k 51.20
Insulet Corporation (PODD) 0.5 $37M 178k 209.84
Ezcorp Cl A Non Vtg (EZPW) 0.5 $36M 1.4M 25.38
CoStar (CSGP) 0.5 $35M 873k 40.34
Rambus (RMBS) 0.5 $35M 408k 86.03
Okta Cl A (OKTA) 0.5 $35M 444k 78.71
Mongodb Cl A (MDB) 0.5 $35M 141k 244.77
Rubrik Cl A (RBRK) 0.5 $34M 699k 48.97
Ross Stores (ROST) 0.5 $34M 156k 216.63
Genius Sports Shares Cl A (GENI) 0.5 $34M 7.6M 4.43
Braze Com Cl A (BRZE) 0.4 $32M 1.4M 23.61
Powell Industries (POWL) 0.4 $32M 60k 541.08
Zeta Global Holdings Corp Cl A (ZETA) 0.4 $32M 2.0M 15.92
Xometry Class A Com (XMTR) 0.4 $32M 779k 40.84
Procore Technologies (PCOR) 0.4 $31M 543k 57.00
Sentinelone Cl A (S) 0.4 $31M 2.4M 12.88
Wingstop (WING) 0.4 $31M 197k 154.97
Astera Labs (ALAB) 0.4 $30M 270k 109.60
Nutanix Cl A (NTNX) 0.4 $29M 749k 38.01
Nlight (LASR) 0.4 $28M 496k 57.02
Onto Innovation (ONTO) 0.4 $28M 135k 205.07
Mirion Technologies Com Cl A (MIR) 0.4 $26M 1.4M 18.59
Ambarella SHS (AMBA) 0.3 $25M 475k 51.48
Sitime Corp (SITM) 0.3 $24M 70k 345.35
Teradyne (TER) 0.3 $24M 81k 296.46
Forgent Power Solutions Com Shs Cl A (FPS) 0.3 $24M 805k 29.27
L3harris Technologies (LHX) 0.3 $23M 67k 345.15
Coherent Corp (COHR) 0.3 $23M 98k 238.21
Virtu Finl Cl A (VIRT) 0.3 $23M 516k 43.98
Baker Hughes Company Cl A (BKR) 0.3 $22M 368k 61.05
Fastenal Company (FAST) 0.3 $22M 484k 46.40
Pool Corporation (POOL) 0.3 $22M 108k 202.33
Brooks Automation (AZTA) 0.3 $22M 1.0M 21.13
Kornit Digital SHS (KRNT) 0.3 $22M 1.5M 14.66
Cadence Design Systems (CDNS) 0.3 $19M 69k 277.87
Marvell Technology (MRVL) 0.3 $19M 187k 99.05
Vistra Energy (VST) 0.2 $18M 120k 150.33
Reddit Cl A (RDDT) 0.2 $18M 132k 134.65
First Watch Restaurant Groupco (FWRG) 0.2 $17M 1.7M 10.48
Dutch Bros Cl A (BROS) 0.2 $17M 333k 50.66
Keysight Technologies (KEYS) 0.2 $16M 58k 282.37
Spotify Technology S A SHS (SPOT) 0.2 $16M 34k 484.91
Descartes Sys Grp (DSGX) 0.2 $16M 219k 71.56
Diamondback Energy (FANG) 0.2 $16M 79k 197.79
Montrose Environmental Group (MEG) 0.2 $15M 695k 21.89
Amprius Technologies Common Stock (AMPX) 0.2 $15M 893k 16.86
Park Aerospace Corp. Cmn Pke (PKE) 0.2 $15M 545k 27.38
Copart (CPRT) 0.2 $15M 447k 33.20
Monolithic Power Systems (MPWR) 0.2 $14M 13k 1093.35
Solaris Energy Infras Com Cl A (SEI) 0.2 $13M 228k 56.51
Biolife Solutions Com New (BLFS) 0.2 $13M 673k 19.08
York Space Systems 0.2 $13M 572k 22.17
Hub Group Cl A (HUBG) 0.2 $12M 327k 36.04
Agilysys (AGYS) 0.2 $12M 163k 71.14
Robinhood Mkts Com Cl A (HOOD) 0.2 $12M 165k 69.30
Titan Machinery (TITN) 0.2 $11M 681k 16.72
Lindsay Corporation (LNN) 0.1 $11M 90k 119.07
Tenable Hldgs (TENB) 0.1 $11M 633k 16.91
American Superconductor Corp Shs New (AMSC) 0.1 $10M 309k 33.85
Gulfport Energy Corp Common Shares (GPOR) 0.1 $10M 49k 211.57
Henry Schein (HSIC) 0.1 $10M 138k 73.70
Veeva Sys Cl A Com (VEEV) 0.1 $10M 57k 175.66
Palo Alto Networks (PANW) 0.1 $8.6M 54k 160.32
Autodesk (ADSK) 0.1 $8.5M 36k 239.40
Global E Online SHS (GLBE) 0.1 $8.4M 273k 30.85
Netskope Cl A (NTSK) 0.1 $8.3M 978k 8.49
Camtek Ord (CAMT) 0.1 $8.3M 55k 151.61
Axogen (AXGN) 0.1 $8.2M 248k 33.13
Impinj (PI) 0.1 $8.2M 80k 102.70
Tat Technologies Ord New (TATT) 0.1 $7.7M 190k 40.63
PAR Technology Corporation (PAR) 0.1 $6.1M 459k 13.33
Fortinet (FTNT) 0.1 $5.9M 72k 81.72
Crowdstrike Hldgs Cl A (CRWD) 0.1 $5.8M 15k 390.41
Via Transn Com Cl A (VIA) 0.1 $5.0M 336k 15.00
Revolve Group Cl A (RVLV) 0.1 $4.5M 201k 22.61
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $848k 2.5k 337.95
NVIDIA Corporation (NVDA) 0.0 $789k 4.5k 174.40
Microsoft Corporation (MSFT) 0.0 $645k 1.7k 370.17
Amazon (AMZN) 0.0 $518k 2.5k 208.27
Alphabet Cap Stk Cl A (GOOGL) 0.0 $503k 1.8k 287.56
Palantir Technologies Cl A (PLTR) 0.0 $373k 2.5k 146.28
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $342k 259.00 1320.83
Meta Platforms Cl A (META) 0.0 $321k 561.00 572.13
TJX Companies (TJX) 0.0 $277k 1.7k 159.70
MercadoLibre (MELI) 0.0 $277k 160.00 1729.02
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $273k 2.3k 118.62
Raytheon Technologies Corp (RTX) 0.0 $267k 1.4k 192.90
Cme (CME) 0.0 $243k 821.00 295.35