Stephens Investment Management Group LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$7.6T
Holdings
178
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (178 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPXAEROVIRONMENT INC | 633,884 | $180.6B | 2.38% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 340,316 | $138.5B | 1.83% | |
| 3 | WINGWINGSTOP INC | 402,715 | $135.6B | 1.79% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 571,512 | $134.6B | 1.78% | |
| 5 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 2,579,481 | $119.8B | 1.58% | |
| 6 | HEIHEICO CORP NEW | 458,259 | $118.6B | 1.57% | |
| 7 | EX9EXELIXIS INC | 2,642,402 | $116.5B | 1.54% | |
| 8 | FCFSFIRSTCASH HOLDINGS INC | 848,900 | $114.7B | 1.51% | |
| 9 | HOODROBINHOOD MKTS INC | 1,181,262 | $110.6B | 1.46% | |
| 10 | RBCRBC BEARINGS INC | 285,520 | $109.9B | 1.45% | |
| 11 | OLLIOLLIES BARGAIN OUTLET HLDGS | 816,087 | $107.5B | 1.42% | |
| 12 | HQYHEALTHEQUITY INC | 1,016,333 | $106.5B | 1.41% | |
| 13 | FTITECHNIPFMC PLC | 3,084,499 | $106.2B | 1.40% | |
| 14 | LYVLIVE NATION ENTERTAINMENT IN | 659,954 | $99.8B | 1.32% | |
| 15 | EXEEXPAND ENERGY CORPORATION | 850,718 | $99.5B | 1.31% | |
| 16 | TWTRADEWEB MKTS INC | 677,408 | $99.2B | 1.31% | |
| 17 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 407,887 | $99.1B | 1.31% | |
| 18 | FIVEFIVE BELOW INC | 744,734 | $97.7B | 1.29% | |
| 19 | BURLBURLINGTON STORES INC | 403,533 | $93.9B | 1.24% | |
| 20 | MANHMANHATTAN ASSOCIATES INC | 457,946 | $90.4B | 1.19% | |
| 21 | EAELECTRONIC ARTS INC | 555,540 | $88.7B | 1.17% | |
| 22 | RYANRYAN SPECIALTY HOLDINGS INC | 1,304,328 | $88.7B | 1.17% | |
| 23 | DPZDOMINOS PIZZA INC | 191,867 | $86.5B | 1.14% | |
| 24 | PLMRPALOMAR HLDGS INC | 559,550 | $86.3B | 1.14% | |
| 25 | AXONAXON ENTERPRISE INC | 103,662 | $85.8B | 1.13% | |
| 26 | IRTCIRHYTHM TECHNOLOGIES INC | 552,916 | $85.1B | 1.12% | |
| 27 | VRNSVARONIS SYS INC | 1,670,404 | $84.8B | 1.12% | |
| 28 | BWXTBWX TECHNOLOGIES INC | 587,373 | $84.6B | 1.12% | |
| 29 | VRSKVERISK ANALYTICS INC | 269,888 | $84.1B | 1.11% | |
| 30 | TYLTYLER TECHNOLOGIES INC | 141,713 | $84.0B | 1.11% | |
| 31 | TOSTTOAST INC | 1,892,241 | $83.8B | 1.11% | |
| 32 | RMERESMED INC | 324,279 | $83.7B | 1.10% | |
| 33 | VRTVERTIV HOLDINGS CO | 635,288 | $81.6B | 1.08% | |
| 34 | EVREVERCORE INC | 298,480 | $80.6B | 1.06% | |
| 35 | BOOTBOOT BARN HLDGS INC | 528,103 | $80.3B | 1.06% | |
| 36 | PIPRPIPER SANDLER COMPANIES | 279,542 | $77.7B | 1.03% | |
| 37 | MTSIMACOM TECH SOLUTIONS HLDGS I | 539,900 | $77.4B | 1.02% | |
| 38 | KNSLKINSALE CAP GROUP INC | 158,609 | $76.8B | 1.01% | |
| 39 | DC4DEXCOM INC | 877,832 | $76.6B | 1.01% | |
| 40 | BRBRBELLRING BRANDS INC | 1,305,931 | $75.7B | 1.00% | |
| 41 | BFAMBRIGHT HORIZONS FAM SOL IN D | 588,136 | $72.7B | 0.96% | |
| 42 | LGNDLIGAND PHARMACEUTICALS INC | 604,813 | $68.8B | 0.91% | |
| 43 | HALOHALOZYME THERAPEUTICS INC | 1,291,977 | $67.2B | 0.89% | |
| 44 | RGENREPLIGEN CORP | 522,847 | $65.0B | 0.86% | |
| 45 | PTCPTC INC | 367,108 | $63.3B | 0.84% | |
| 46 | PSTGPURE STORAGE INC | 1,089,690 | $62.7B | 0.83% | |
| 47 | CSGPCOSTAR GROUP INC | 773,281 | $62.2B | 0.82% | |
| 48 | ICLRICON PLC | 414,840 | $60.3B | 0.80% | |
| 49 | ROKROCKWELL AUTOMATION INC | 171,945 | $57.1B | 0.75% | |
| 50 | TSCOTRACTOR SUPPLY CO | 1,078,292 | $56.9B | 0.75% | |
| 51 | SITESITEONE LANDSCAPE SUPPLY INC | 461,804 | $55.9B | 0.74% | |
| 52 | IDXXIDEXX LABS INC | 103,353 | $55.4B | 0.73% | |
| 53 | CIENCIENA CORP | 671,152 | $54.6B | 0.72% | |
| 54 | MCHPMICROCHIP TECHNOLOGY INC. | 768,232 | $54.1B | 0.71% | |
| 55 | ASOACADEMY SPORTS & OUTDOORS IN | 1,177,518 | $52.8B | 0.70% | |
| 56 | MGYMAGNOLIA OIL & GAS CORP | 2,295,747 | $51.6B | 0.68% | |
| 57 | CWANCLEARWATER ANALYTICS HLDGS I | 2,286,507 | $50.1B | 0.66% | |
| 58 | AZEKAZEK CO INC | 921,166 | $50.1B | 0.66% | |
| 59 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,581,093 | $49.8B | 0.66% | |
| 60 | RDDTREDDIT INC | 330,250 | $49.7B | 0.66% | |
| 61 | HUBBHUBBELL INC | 120,597 | $49.3B | 0.65% | |
| 62 | ECPGENCORE CAP GROUP INC | 1,248,831 | $48.3B | 0.64% | |
| 63 | OKTAOKTA INC | 461,981 | $46.2B | 0.61% | |
| 64 | SLABSILICON LABORATORIES INC | 312,640 | $46.1B | 0.61% | |
| 65 | FNFABRINET | 155,332 | $45.8B | 0.60% | |
| 66 | ARANTERO RESOURCES CORP | 1,134,475 | $45.7B | 0.60% | |
| 67 | SDGRSCHRODINGER INC | 2,261,334 | $45.5B | 0.60% | |
| 68 | AAONAAON INC | 607,398 | $44.8B | 0.59% | |
| 69 | VNOMUSDVIPER ENERGY INC | 1,174,477 | $44.8B | 0.59% | |
| 70 | BCPCBALCHEM CORP | 275,383 | $43.8B | 0.58% | |
| 71 | TECHBIO-TECHNE CORP | 845,523 | $43.5B | 0.57% | |
| 72 | NTNXNUTANIX INC | 559,635 | $42.8B | 0.56% | |
| 73 | PODDINSULET CORP | 133,852 | $42.1B | 0.56% | |
| 74 | LSCCLATTICE SEMICONDUCTOR CORP | 857,700 | $42.0B | 0.55% | |
| 75 | MEDPMEDPACE HLDGS INC | 133,782 | $42.0B | 0.55% | |
| 76 | PWIPOWER INTEGRATIONS INC | 749,969 | $41.9B | 0.55% | |
| 77 | MNDYMONDAY COM LTD | 131,739 | $41.4B | 0.55% | |
| 78 | HOLXHOLOGIC INC | 613,657 | $40.0B | 0.53% | |
| 79 | TREXTREX CO INC | 726,401 | $39.5B | 0.52% | |
| 80 | GMEDGLOBUS MED INC | 648,574 | $38.3B | 0.51% | |
| 81 | SGSWEETGREEN INC | 2,567,526 | $38.2B | 0.50% | |
| 82 | SSENTINELONE INC | 1,961,919 | $35.9B | 0.47% | |
| 83 | UUNITY SOFTWARE INC | 1,466,634 | $35.5B | 0.47% | |
| 84 | DTDYNATRACE INC | 637,890 | $35.2B | 0.47% | |
| 85 | SAILSAILPOINT INC | 1,513,754 | $34.6B | 0.46% | |
| 86 | MMSMAXIMUS INC | 483,846 | $34.0B | 0.45% | |
| 87 | GNRCGENERAC HLDGS INC | 234,427 | $33.6B | 0.44% | |
| 88 | TENBTENABLE HLDGS INC | 981,628 | $33.2B | 0.44% | |
| 89 | IBPINSTALLED BLDG PRODS INC | 183,398 | $33.1B | 0.44% | |
| 90 | BRZEBRAZE INC | 1,169,860 | $32.9B | 0.43% | |
| 91 | SPOTSPOTIFY TECHNOLOGY S A | 42,770 | $32.8B | 0.43% | |
| 92 | AMBAAMBARELLA INC | 493,929 | $32.6B | 0.43% | |
| 93 | POOLPOOL CORP | 111,849 | $32.6B | 0.43% | |
| 94 | MGNIMAGNITE INC | 1,350,096 | $32.6B | 0.43% | |
| 95 | VIKVIKING HOLDINGS LTD | 608,493 | $32.4B | 0.43% | |
| 96 | TNDMTANDEM DIABETES CARE INC | 1,737,769 | $32.4B | 0.43% | |
| 97 | GTLBGITLAB INC | 709,525 | $32.0B | 0.42% | |
| 98 | CGNXCOGNEX CORP | 994,994 | $31.6B | 0.42% | |
| 99 | DRSLEONARDO DRS INC | 677,934 | $31.5B | 0.42% | |
| 100 | SAIASAIA INC | 113,791 | $31.2B | 0.41% |
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