Stephens Investment Management Group LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$7.6B

Holdings

178

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (178 positions)

StockValue
JPXAEROVIRONMENT INC
$180.6M
CYBRCYBERARK SOFTWARE LTD
$138.5M
WINGWINGSTOP INC
$135.6M
GWREGUIDEWIRE SOFTWARE INC
$134.6M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$119.8M
HEIHEICO CORP NEW
$118.6M
EX9EXELIXIS INC
$116.5M
FCFSFIRSTCASH HOLDINGS INC
$114.7M
HOODROBINHOOD MKTS INC
$110.6M
RBCRBC BEARINGS INC
$109.9M
OLLIOLLIES BARGAIN OUTLET HLDGS
$107.5M
HQYHEALTHEQUITY INC
$106.5M
FTITECHNIPFMC PLC
$106.2M
LYVLIVE NATION ENTERTAINMENT IN
$99.8M
EXEEXPAND ENERGY CORPORATION
$99.5M
TWTRADEWEB MKTS INC
$99.2M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$99.1M
FIVEFIVE BELOW INC
$97.7M
BURLBURLINGTON STORES INC
$93.9M
MANHMANHATTAN ASSOCIATES INC
$90.4M
EAELECTRONIC ARTS INC
$88.7M
RYANRYAN SPECIALTY HOLDINGS INC
$88.7M
DPZDOMINOS PIZZA INC
$86.5M
PLMRPALOMAR HLDGS INC
$86.3M
AXONAXON ENTERPRISE INC
$85.8M
IRTCIRHYTHM TECHNOLOGIES INC
$85.1M
VRNSVARONIS SYS INC
$84.8M
BWXTBWX TECHNOLOGIES INC
$84.6M
VRSKVERISK ANALYTICS INC
$84.1M
TYLTYLER TECHNOLOGIES INC
$84.0M
TOSTTOAST INC
$83.8M
RMERESMED INC
$83.7M
VRTVERTIV HOLDINGS CO
$81.6M
EVREVERCORE INC
$80.6M
BOOTBOOT BARN HLDGS INC
$80.3M
PIPRPIPER SANDLER COMPANIES
$77.7M
MTSIMACOM TECH SOLUTIONS HLDGS I
$77.4M
KNSLKINSALE CAP GROUP INC
$76.8M
DC4DEXCOM INC
$76.6M
BRBRBELLRING BRANDS INC
$75.7M
BFAMBRIGHT HORIZONS FAM SOL IN D
$72.7M
LGNDLIGAND PHARMACEUTICALS INC
$68.8M
HALOHALOZYME THERAPEUTICS INC
$67.2M
RGENREPLIGEN CORP
$65.0M
PTCPTC INC
$63.3M
PSTGPURE STORAGE INC
$62.7M
CSGPCOSTAR GROUP INC
$62.2M
ICLRICON PLC
$60.3M
ROKROCKWELL AUTOMATION INC
$57.1M
TSCOTRACTOR SUPPLY CO
$56.9M
SITESITEONE LANDSCAPE SUPPLY INC
$55.9M
IDXXIDEXX LABS INC
$55.4M
CIENCIENA CORP
$54.6M
MCHPMICROCHIP TECHNOLOGY INC.
$54.1M
ASOACADEMY SPORTS & OUTDOORS IN
$52.8M
MGYMAGNOLIA OIL & GAS CORP
$51.6M
CWANCLEARWATER ANALYTICS HLDGS I
$50.1M
AZEKAZEK CO INC
$50.1M
SUPNSUPERNUS PHARMACEUTICALS INC
$49.8M
RDDTREDDIT INC
$49.7M
HUBBHUBBELL INC
$49.3M
ECPGENCORE CAP GROUP INC
$48.3M
OKTAOKTA INC
$46.2M
SLABSILICON LABORATORIES INC
$46.1M
FNFABRINET
$45.8M
ARANTERO RESOURCES CORP
$45.7M
SDGRSCHRODINGER INC
$45.5M
AAONAAON INC
$44.8M
VNOMUSDVIPER ENERGY INC
$44.8M
BCPCBALCHEM CORP
$43.8M
TECHBIO-TECHNE CORP
$43.5M
NTNXNUTANIX INC
$42.8M
PODDINSULET CORP
$42.1M
LSCCLATTICE SEMICONDUCTOR CORP
$42.0M
MEDPMEDPACE HLDGS INC
$42.0M
PWIPOWER INTEGRATIONS INC
$41.9M
MNDYMONDAY COM LTD
$41.4M
HOLXHOLOGIC INC
$40.0M
TREXTREX CO INC
$39.5M
GMEDGLOBUS MED INC
$38.3M
SGSWEETGREEN INC
$38.2M
SSENTINELONE INC
$35.9M
UUNITY SOFTWARE INC
$35.5M
DTDYNATRACE INC
$35.2M
SAILSAILPOINT INC
$34.6M
MMSMAXIMUS INC
$34.0M
GNRCGENERAC HLDGS INC
$33.6M
TENBTENABLE HLDGS INC
$33.2M
IBPINSTALLED BLDG PRODS INC
$33.1M
BRZEBRAZE INC
$32.9M
SPOTSPOTIFY TECHNOLOGY S A
$32.8M
AMBAAMBARELLA INC
$32.6M
POOLPOOL CORP
$32.6M
MGNIMAGNITE INC
$32.6M
VIKVIKING HOLDINGS LTD
$32.4M
TNDMTANDEM DIABETES CARE INC
$32.4M
GTLBGITLAB INC
$32.0M
CGNXCOGNEX CORP
$31.6M
DRSLEONARDO DRS INC
$31.5M
SAIASAIA INC
$31.2M
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