Stephens Investment Management Group LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Stephens Investment Management Group LLC held in its portfolio 176 assets valued at $7,678,100,997 (i.e. $7.68B).

The most valuable assets in the portfolio included: FIRSTCASH HOLDINGS INC ($135.03M), RBC BEARINGS INC ($122.11M), and FIVE BELOW INC ($117.70M).

The chart below shows the top 10 valuable assets, and the table below shows the top 176 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Stephens Investment Management Group LLC Portfolio
FIRSTCASH HOLDINGS INC
RBC BEARINGS INC
FIVE BELOW INC
EXELIXIS INC
BURLINGTON STORES INC
REPLIGEN CORP
GUIDEWIRE SOFTWARE INC
HEICO CORP NEW
AEROVIRONMENT INC
RYAN SPECIALTY HOLDINGS INC
Stephens Investment Management Group LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
FIRSTCASH HOLDINGS INC 847241 135033271 COM
RBC BEARINGS INC 272307 122110628 COM
FIVE BELOW INC 624864 117699383 COM
EXELIXIS INC 2539421 111302822 COM
BURLINGTON STORES INC 378889 109442088 COM
REPLIGEN CORP 657111 107674208 COM
GUIDEWIRE SOFTWARE INC 509558 102426254 COM
HEICO CORP NEW 404234 102040789 CL A
AEROVIRONMENT INC 412807 99853885 COM
RYAN SPECIALTY HOLDINGS INC 1929094 99599123 CL A
ICON PLC 542996 98944731 SHS
TAKE-TWO INTERACTIVE SOFTWAR 384142 98351876 COM
VERTIV HOLDINGS CO 600663 97313413 COM CL A
BWX TECHNOLOGIES INC 561185 96995215 COM
PIPER SANDLER COMPANIES 279037 94791659 COM
LIGAND PHARMACEUTICALS INC 501040 94731633 COM NEW
PALOMAR HLDGS INC 694317 93566159 COM
OLLIES BARGAIN OUTLET HLDGS 848385 92991480 COM
KARMAN HLDGS INC 1269076 92858291 COMMON STOCK
MACOM TECH SOLUTIONS HLDGS I 541059 92672586 COM
IRHYTHM TECHNOLOGIES INC 519325 92149028 COM
KRATOS DEFENSE & SEC SOLUTIO 1179288 89519752 COM NEW
CLEARWATER ANALYTICS HLDGS I 3531792 85186823 CL A
EXPAND ENERGY CORPORATION 761911 84084498 COM
EVERCORE INC 245062 83382346 CLASS A
HALOZYME THERAPEUTICS INC 1223665 82352655 COM
KINSALE CAP GROUP INC 208075 81382294 COM
LIVE NATION ENTERTAINMENT IN 555026 79091205 COM
VERISK ANALYTICS INC 348196 77887963 COM
BOOT BARN HLDGS INC 434412 76660686 COM
DOMINOS PIZZA INC 181172 75516113 COM
MANHATTAN ASSOCIATES INC 434799 75355015 COM
COSTAR GROUP INC 1114972 74970717 COM
TECHNIPFMC PLC 1653866 73696269 COM
PURE STORAGE INC 1086889 72832432 CL A
WINGSTOP INC 305281 72806466 COM
CIENA CORP 306512 71683961 COM NEW
ENCORE CAP GROUP INC 1305649 70962023 COM
SUPERNUS PHARMACEUTICALS INC 1406522 69904143 COM
UNITY SOFTWARE INC 1569541 69326626 COM
DEXCOM INC 1042801 69210702 COM
VIKING HOLDINGS LTD 956147 68278457 ORD SHS
TRACTOR SUPPLY CO 1362940 68160629 COM
MEDPACE HLDGS INC 119117 66902063 COM
HEALTHEQUITY INC 726185 66525808 COM
IDEXX LABS INC 97382 65881844 COM
RESMED INC 273388 65850968 COM
TRAVERE THERAPEUTICS INC 1721623 65783215 COM
BIO-TECHNE CORP 1109658 65258987 COM
LATTICE SEMICONDUCTOR CORP 883165 64983281 COM
ROCKWELL AUTOMATION INC 165763 64493410 COM
FABRINET 138100 62874168 SHS
GLOBUS MED INC 717323 62629471 CL A
MAXIMUS INC 719847 62137193 COM
TOAST INC 1749414 62121691 CL A
GENIUS SPORTS LIMITED 5624316 61979962 SHARES CL A
ACADEMY SPORTS & OUTDOORS IN 1233834 61642347 COM
TYLER TECHNOLOGIES INC 135524 61521120 COM
TEXAS ROADHOUSE INC 370225 61457350 COM
PTC INC 343886 59908380 COM
BRIGHT HORIZONS FAM SOL IN D 563210 57109494 COM
VARONIS SYS INC 1690349 55443447 COM
SITEONE LANDSCAPE SUPPLY INC 437599 54507331 COM
TRADEWEB MKTS INC 489841 52677501 CL A
SPORTRADAR GROUP AG 2214678 52642896 CLASS A ORD SHS
CREDO TECHNOLOGY GROUP HOLDI 355653 51174910 ORDINARY SHARES
HUBBELL INC 114255 50741788 COM
XOMETRY INC 842987 50132437 CLASS A COM
AAON INC 636296 48517570 COM PAR $0.004
DYNATRACE INC 1104704 47877871 COM NEW
AXON ENTERPRISE INC 83224 47265406 COM
MAGNOLIA OIL & GAS CORP 2154579 47163734 CL A
RUBRIK INC. 595851 45570684 CL A
ILLUMINA INC 342571 44931612 COM
INSTALLED BLDG PRODS INC 171468 44477085 COM
JAMES HARDIE INDS PLC 2126724 44129523 ORD SHS
VIPER ENERGY INC 1138230 43969825 CL A
BLOOM ENERGY CORP 499823 43429620 COM CL A
BRAZE INC 1233143 42284473 COM CL A
MICROCHIP TECHNOLOGY INC. 654538 41707161 COM
SAIA INC 127193 41531058 COM
ZETA GLOBAL HOLDINGS CORP 2040266 41519413 CL A
BALCHEM CORP 267455 41016899 COM
ANTERO RESOURCES CORP 1187970 40937446 COM
SCHRODINGER INC 2250098 40231752 COM
INSULET CORP 141052 40092620 COM
COGNEX CORP 1104783 39750092 COM
ASTERA LABS INC 238777 39722942 COM
GENERAC HLDGS INC 291143 39703171 COM
SAILPOINT INC 1917324 38787465 COM
NUTANIX INC 750188 38777218 CL A
HUNT J B TRANS SVCS INC 198976 38668996 COM
SILICON LABORATORIES INC 294343 38470630 COM
OKTA INC 437635 37842298 CL A
PENUMBRA INC 120815 37562592 COM
SENTINELONE INC 2397116 35956740 CL A
AZENTA INC 1072039 35656017 COM
LEONARDO DRS INC 1020223 34779402 COM
AMBARELLA INC 476948 33786996 SHS
ARCHROCK INC 1264576 32904268 COM
BULLISH 850248 32198892 ORD SHS
PROCORE TECHNOLOGIES INC 440585 32048153 COM
EXACT SCIENCES CORP 314906 31981853 COM
REDDIT INC 131922 30324910 CL A
VSE CORP 173943 30052132 COM
EZCORP INC 1540046 29907693 CL A NON VTG
NLIGHT INC 760729 28534945 COM
ROSS STORES INC 158065 28473829 COM
POWER INTEGRATIONS INC 747929 26581397 COM
COHERENT CORP 143793 26539874 COM
TENABLE HLDGS INC 1100446 25893494 COM
POOL CORP 107694 24635003 COM
POWELL INDS INC 76819 24488361 COM
TERADYNE INC 112874 21847891 COM
CADENCE DESIGN SYSTEM INC 69497 21723372 COM
KORNIT DIGITAL LTD 1475945 21224089 SHS
FIRST WATCH RESTAURANT GROUP 1367051 20615129 COM
MONGODB INC 48983 20557675 CL A
L3HARRIS TECHNOLOGIES INC 68255 20037620 COM
FASTENAL CO 490661 19690226 COM
VISTRA CORP 121508 19602886 COM
AMICUS THERAPEUTICS INC 1351814 19249831 COM
MIRION TECHNOLOGIES INC 809943 18968865 COM CL A
ROBINHOOD MKTS INC 166295 18807965 COM CL A
DUTCH BROS INC 304281 18628083 CL A
MAGNITE INC 1128578 18316821 COM
DESCARTES SYS GROUP INC 207652 18202774 COM
RAMBUS INC DEL 193702 17799277 COM
COPART INC 452519 17716119 COM
MONTROSE ENVIRONMENTAL GROUP 704702 17497751 COM
BAKER HUGHES COMPANY 372808 16977676 CL A
MARVELL TECHNOLOGY INC 189314 16087904 COM
SPOTIFY TECHNOLOGY S A 26814 15571158 SHS
AGILYSYS INC 130954 15562573 COM
BIOLIFE SOLUTIONS INC 606887 14674528 COM NEW
HUB GROUP INC 331319 14117503 CL A
VIRTU FINL INC 404929 13492234 CL A
VEEVA SYS INC 57349 12802017 CL A COM
KEYSIGHT TECHNOLOGIES INC 59171 12022955 COM
SOLARIS ENERGY INFRAS INC 247578 11381161 COM CL A
AMPRIUS TECHNOLOGIES INC 1441698 11374997 COMMON STOCK
GLOBAL E ONLINE LTD 276971 10887730 SHS
DIAMONDBACK ENERGY INC 71889 10807073 COM
LINDSAY CORP 91587 10795360 COM
MONOLITHIC PWR SYS INC 11836 10727677 COM
AUTODESK INC 35759 10585022 COM
HENRY SCHEIN INC 138996 10505318 COM
GULFPORT ENERGY CORP 49964 10392012 COMMON SHARES
PAR TECHNOLOGY CORP 282790 10259621 COM
IMPINJ INC 58326 10149307 COM
PALO ALTO NETWORKS INC 54028 9951958 COM
SIMULATIONS PLUS INC 513728 9365261 COM
TITAN MACHY INC 559589 8416219 COM
NETSKOPE INC 449622 7886370 CL A
HEALTHSTREAM INC 315291 7273763 COM
FORTINET INC 90450 7182635 COM
CROWDSTRIKE HLDGS INC 14895 6982180 CL A
VIA TRANSN INC 234211 6794461 COM CL A
REVOLVE GROUP INC 203517 6144178 CL A
AXOGEN INC 154085 5043202 COM
AMERICAN SUPERCONDUCTOR CORP 174228 5014282 SHS NEW
NVIDIA CORPORATION 4526 844099 COM
MICROSOFT CORP 1743 842950 COM
TAIWAN SEMICONDUCTOR MFG LTD 2591 787379 SPONSORED ADS
AMAZON COM INC 2488 574280 COM
ALPHABET INC 1750 547750 CAP STK CL A
PALANTIR TECHNOLOGIES INC 2549 453085 CL A
META PLATFORMS INC 561 370310 CL A
SHOPIFY INC 2027 326286 CL A SUB VTG SHS
MERCADOLIBRE INC 160 322282 COM
ASML HOLDING N V 254 271744 N Y REGISTRY SHS
TJX COS INC NEW 1735 266513 COM
RTX CORPORATION 1383 253642 COM
CME GROUP INC 821 224199 COM
INTUITIVE SURGICAL INC 387 219181 COM NEW
TESLA INC 485 218114 COM