Stephens Investment Management Group LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$7.7B

Holdings

176

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (176 positions)

StockValue
FCFSFIRSTCASH HOLDINGS INC
$135.0M
RBCRBC BEARINGS INC
$122.1M
FIVEFIVE BELOW INC
$117.7M
EX9EXELIXIS INC
$111.3M
BURLBURLINGTON STORES INC
$109.4M
RGENREPLIGEN CORP
$107.7M
GWREGUIDEWIRE SOFTWARE INC
$102.4M
HEIHEICO CORP NEW
$102.0M
JPXAEROVIRONMENT INC
$99.9M
RYANRYAN SPECIALTY HOLDINGS INC
$99.6M
ICLRICON PLC
$98.9M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$98.4M
VRTVERTIV HOLDINGS CO
$97.3M
BWXTBWX TECHNOLOGIES INC
$97.0M
PIPRPIPER SANDLER COMPANIES
$94.8M
LGNDLIGAND PHARMACEUTICALS INC
$94.7M
PLMRPALOMAR HLDGS INC
$93.6M
OLLIOLLIES BARGAIN OUTLET HLDGS
$93.0M
KRMNKARMAN HLDGS INC
$92.9M
MTSIMACOM TECH SOLUTIONS HLDGS I
$92.7M
IRTCIRHYTHM TECHNOLOGIES INC
$92.1M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$89.5M
CWANCLEARWATER ANALYTICS HLDGS I
$85.2M
EXEEXPAND ENERGY CORPORATION
$84.1M
EVREVERCORE INC
$83.4M
HALOHALOZYME THERAPEUTICS INC
$82.4M
KNSLKINSALE CAP GROUP INC
$81.4M
LYVLIVE NATION ENTERTAINMENT IN
$79.1M
VRSKVERISK ANALYTICS INC
$77.9M
BOOTBOOT BARN HLDGS INC
$76.7M
DPZDOMINOS PIZZA INC
$75.5M
MANHMANHATTAN ASSOCIATES INC
$75.4M
CSGPCOSTAR GROUP INC
$75.0M
FTITECHNIPFMC PLC
$73.7M
PSTGPURE STORAGE INC
$72.8M
WINGWINGSTOP INC
$72.8M
CIENCIENA CORP
$71.7M
ECPGENCORE CAP GROUP INC
$71.0M
SUPNSUPERNUS PHARMACEUTICALS INC
$69.9M
UUNITY SOFTWARE INC
$69.3M
DC4DEXCOM INC
$69.2M
VIKVIKING HOLDINGS LTD
$68.3M
TSCOTRACTOR SUPPLY CO
$68.2M
MEDPMEDPACE HLDGS INC
$66.9M
HQYHEALTHEQUITY INC
$66.5M
IDXXIDEXX LABS INC
$65.9M
RMERESMED INC
$65.8M
TVTXTRAVERE THERAPEUTICS INC
$65.8M
TECHBIO-TECHNE CORP
$65.3M
LSCCLATTICE SEMICONDUCTOR CORP
$65.0M
ROKROCKWELL AUTOMATION INC
$64.5M
FNFABRINET
$62.9M
GMEDGLOBUS MED INC
$62.6M
MMSMAXIMUS INC
$62.1M
TOSTTOAST INC
$62.1M
GENIGENIUS SPORTS LIMITED
$62.0M
ASOACADEMY SPORTS & OUTDOORS IN
$61.6M
TYLTYLER TECHNOLOGIES INC
$61.5M
TXRHTEXAS ROADHOUSE INC
$61.5M
PTCPTC INC
$59.9M
BFAMBRIGHT HORIZONS FAM SOL IN D
$57.1M
VRNSVARONIS SYS INC
$55.4M
SITESITEONE LANDSCAPE SUPPLY INC
$54.5M
TWTRADEWEB MKTS INC
$52.7M
SRADSPORTRADAR GROUP AG
$52.6M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$51.2M
HUBBHUBBELL INC
$50.7M
XMTRXOMETRY INC
$50.1M
AAONAAON INC
$48.5M
DTDYNATRACE INC
$47.9M
AXONAXON ENTERPRISE INC
$47.3M
MGYMAGNOLIA OIL & GAS CORP
$47.2M
RBRKRUBRIK INC.
$45.6M
ILMNILLUMINA INC
$44.9M
IBPINSTALLED BLDG PRODS INC
$44.5M
JHXJAMES HARDIE INDS PLC
$44.1M
VNOMVIPER ENERGY INC
$44.0M
BEBLOOM ENERGY CORP
$43.4M
BRZEBRAZE INC
$42.3M
MCHPMICROCHIP TECHNOLOGY INC.
$41.7M
SAIASAIA INC
$41.5M
ZETAZETA GLOBAL HOLDINGS CORP
$41.5M
BCPCBALCHEM CORP
$41.0M
ARANTERO RESOURCES CORP
$40.9M
SDGRSCHRODINGER INC
$40.2M
PODDINSULET CORP
$40.1M
CGNXCOGNEX CORP
$39.8M
ALABASTERA LABS INC
$39.7M
GNRCGENERAC HLDGS INC
$39.7M
SAILSAILPOINT INC
$38.8M
NTNXNUTANIX INC
$38.8M
JBHTHUNT J B TRANS SVCS INC
$38.7M
SLABSILICON LABORATORIES INC
$38.5M
OKTAOKTA INC
$37.8M
PENPENUMBRA INC
$37.6M
SSENTINELONE INC
$36.0M
AZTAAZENTA INC
$35.7M
DRSLEONARDO DRS INC
$34.8M
AMBAAMBARELLA INC
$33.8M
AROCARCHROCK INC
$32.9M
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