Stephens Investment Management Group LLC 13F Holdings

CIK 0001314440 · Little Rock, AR

As of Sep 30, 2025, Stephens Investment Management Group LLC reported 175 positions worth $7.7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AEROVIRONMENT INCAVAVIndustrials517,004 62.8M2.11%
FIRSTCASH HOLDINGS INCFCFSFinancial Services857,510 35.8M1.76%
GUIDEWIRE SOFTWARE INCGWRETechnology539,764 24.1M1.61%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials1,341,064 22.5M1.59%
ELECTRONIC ARTS INCEACommunication Services577,643 16.5M1.51%
HEICO CORPHEI.AIndustrials426,478 08.4M1.40%
RBC BEARINGS INCRBCIndustrials271,726 06.1M1.37%
WINGSTOP INCWINGConsumer Cyclical415,521 04.6M1.36%
EXELIXIS INCEXELHealthcare2,511,156 03.7M1.34%
BWX TECHNOLOGIES INCBWXTIndustrials560,388 03.3M1.34%
FIVE BELOW INCFIVEConsumer Cyclical657,846 01.8M1.32%
CYBERARK SOFTWARE LTDCYBRTechnology207,288 00.2M1.30%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services383,812$99.2M1.29%
LIGAND PHARMACEUTICALS INCLGNDHealthcare554,542$98.2M1.27%
PIPER SANDLER COMPANIESPIPRFinancial Services279,392$96.9M1.26%
KARMAN HOLDINGS INCKRMNIndustrials1,336,524$96.5M1.25%
BURLINGTON STORES INCBURLConsumer Cyclical378,559$96.3M1.25%
VERTIV HOLDINGS COVRTIndustrials626,806$94.6M1.23%
TECHNIPFMC PLCFTIEnergy2,358,469$93.0M1.21%
VARONIS SYSTEMS INCVRNSTechnology1,584,682$91.1M1.18%
LIVE NATION ENTERTAINMENT INCLYVCommunication Services554,042$90.5M1.17%
HALOZYME THERAPEUTICS INCHALOHealthcare1,225,181$89.9M1.16%
IRHYTHM TECHNOLOGIES INCIRTCHealthcare519,958$89.4M1.16%
MANHATTAN ASSOCIATES INCMANHTechnology434,443$89.1M1.15%
OLLIE'S BARGAIN OUTLET HOLDINGS INCOLLIConsumer Defensive677,485$87.0M1.13%