13F HOLDINGS REPORT
Stephens Investment Management Group LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001314440-25-000003
Total Value
$7.47B
Positions
171
Other Managers
0
Confidential Omitted
No
Holdings (171)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 409,805 | $136.5M | 1.83% |
| 2 | MANHATTAN ASSOCIATES INC | MANH | 493,887 | $133.5M | 1.79% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 746,410 | $125.8M | 1.68% |
| 4 | BURLINGTON STORES INC | BURL | 398,822 | $113.7M | 1.52% |
| 5 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 4,256,389 | $112.3M | 1.50% |
| 6 | AXON ENTERPRISE INC | AXON | 188,116 | $111.8M | 1.50% |
| 7 | TRADEWEB MKTS INC | 892672106 | 851,627 | $111.5M | 1.49% |
| 8 | BELLRING BRANDS INC | BRBR | 1,444,132 | $108.8M | 1.46% |
| 9 | RYAN SPECIALTY HOLDINGS INC | RYAN | 1,607,595 | $103.1M | 1.38% |
| 10 | EXELIXIS INC | EXEL | 3,088,021 | $102.8M | 1.38% |
| 11 | EXPAND ENERGY CORPORATION | EXE | 1,027,564 | $102.3M | 1.37% |
| 12 | HEALTHEQUITY INC | HQY | 1,050,437 | $100.8M | 1.35% |
| 13 | HEICO CORP NEW | HEI-A | 540,177 | $100.5M | 1.35% |
| 14 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 544,342 | $100.2M | 1.34% |
| 15 | TECHNIPFMC PLC | FTI | 3,411,711 | $98.7M | 1.32% |
| 16 | VERTIV HOLDINGS CO | VRT | 820,370 | $93.2M | 1.25% |
| 17 | RBC BEARINGS INC | RBC | 305,035 | $91.2M | 1.22% |
| 18 | FTI CONSULTING INC | FCN | 474,292 | $90.7M | 1.21% |
| 19 | LIVE NATION ENTERTAINMENT IN | LYV | 692,387 | $89.7M | 1.20% |
| 20 | VERISK ANALYTICS INC | VRSK | 321,477 | $88.5M | 1.19% |
| 21 | ICON PLC | ICLR | 421,070 | $88.3M | 1.18% |
| 22 | TYLER TECHNOLOGIES INC | TYL | 147,228 | $84.9M | 1.14% |
| 23 | AEROVIRONMENT INC | AVAV | 541,541 | $83.3M | 1.12% |
| 24 | FIRSTCASH HOLDINGS INC | FCFS | 776,485 | $80.4M | 1.08% |
| 25 | KINSALE CAP GROUP INC | 49714P108 | 172,038 | $80.0M | 1.07% |
| 26 | DOMINOS PIZZA INC | DPZ | 187,625 | $78.8M | 1.05% |
| 27 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 714,078 | $78.4M | 1.05% |
| 28 | REPLIGEN CORP | RGEN | 536,801 | $77.3M | 1.03% |
| 29 | ELECTRONIC ARTS INC | EA | 523,173 | $76.5M | 1.02% |
| 30 | WINGSTOP INC | WING | 268,560 | $76.3M | 1.02% |
| 31 | RESMED INC | RSMDF | 332,500 | $76.0M | 1.02% |
| 32 | TOAST INC | TOST | 2,013,318 | $73.4M | 0.98% |
| 33 | PALOMAR HLDGS INC | PLMR | 679,634 | $71.8M | 0.96% |
| 34 | AAON INC | AAON | 606,944 | $71.4M | 0.96% |
| 35 | DECKERS OUTDOOR CORP | DECK | 351,427 | $71.4M | 0.96% |
| 36 | PTC INC | PTC | 379,527 | $69.8M | 0.93% |
| 37 | PURE STORAGE INC | 74624M102 | 1,130,197 | $69.4M | 0.93% |
| 38 | LIGAND PHARMACEUTICALS INC | LGNZZ | 612,782 | $65.7M | 0.88% |
| 39 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 501,298 | $65.1M | 0.87% |
| 40 | FIVE BELOW INC | FIVE | 618,372 | $64.9M | 0.87% |
| 41 | HALOZYME THERAPEUTICS INC | HALO | 1,346,957 | $64.4M | 0.86% |
| 42 | PIPER SANDLER COMPANIES | PIPR | 214,554 | $64.4M | 0.86% |
| 43 | SUPERNUS PHARMACEUTICALS INC | SUPN | 1,752,068 | $63.4M | 0.85% |
| 44 | MAGNOLIA OIL & GAS CORP | MGY | 2,707,336 | $63.3M | 0.85% |
| 45 | VIPER ENERGY INC | VNOM | 1,281,637 | $62.9M | 0.84% |
| 46 | VARONIS SYS INC | VRNS | 1,398,777 | $62.1M | 0.83% |
| 47 | SITEONE LANDSCAPE SUPPLY INC | SITE | 470,812 | $62.0M | 0.83% |
| 48 | ASPEN TECHNOLOGY INC | 29109X106 | 248,287 | $62.0M | 0.83% |
| 49 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 557,720 | $61.8M | 0.83% |
| 50 | GLOBANT S A | GLOB | 287,467 | $61.6M | 0.83% |
| 51 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,475,166 | $58.5M | 0.78% |
| 52 | CIENA CORP | CIEN | 672,060 | $57.0M | 0.76% |
| 53 | EVERCORE INC | EVR | 202,642 | $56.2M | 0.75% |
| 54 | TANDEM DIABETES CARE INC | TNDM | 1,555,809 | $56.0M | 0.75% |
| 55 | ACADEMY SPORTS & OUTDOORS IN | ASO | 959,680 | $55.2M | 0.74% |
| 56 | DEXCOM INC | DXCM | 703,919 | $54.7M | 0.73% |
| 57 | ENCORE CAP GROUP INC | ECR | 1,137,454 | $54.3M | 0.73% |
| 58 | HOLOGIC INC | HOLX | 747,535 | $53.9M | 0.72% |
| 59 | BIO-TECHNE CORP | TECH | 734,675 | $52.9M | 0.71% |
| 60 | HUBBELL INC | HUBB | 125,426 | $52.5M | 0.70% |
| 61 | ROCKWELL AUTOMATION INC | ROK | 179,503 | $51.3M | 0.69% |
| 62 | TREX CO INC | TREX | 742,876 | $51.3M | 0.69% |
| 63 | BWX TECHNOLOGIES INC | BWXT | 449,356 | $50.1M | 0.67% |
| 64 | LATTICE SEMICONDUCTOR CORP | LSCC | 878,367 | $49.8M | 0.67% |
| 65 | ONTO INNOVATION INC | ONTO | 289,390 | $48.2M | 0.65% |
| 66 | GLOBUS MED INC | GMED | 577,370 | $47.8M | 0.64% |
| 67 | PAPA JOHNS INTL INC | 698813102 | 1,156,705 | $47.5M | 0.64% |
| 68 | BOOT BARN HLDGS INC | BOOT | 307,592 | $46.7M | 0.63% |
| 69 | MEDPACE HLDGS INC | MEDP | 139,420 | $46.3M | 0.62% |
| 70 | SAIA INC | SAIA | 100,426 | $45.8M | 0.61% |
| 71 | BALCHEM CORP | BCPC | 278,927 | $45.5M | 0.61% |
| 72 | IRHYTHM TECHNOLOGIES INC | IRTC | 502,925 | $45.3M | 0.61% |
| 73 | IDEXX LABS INC | 45168D104 | 108,649 | $44.9M | 0.60% |
| 74 | AZEK CO INC | 05478C105 | 931,637 | $44.2M | 0.59% |
| 75 | COSTAR GROUP INC | CSGP | 613,269 | $43.9M | 0.59% |
| 76 | PALANTIR TECHNOLOGIES INC | PLTR | 560,021 | $42.4M | 0.57% |
| 77 | KORNIT DIGITAL LTD | KRNT | 1,342,321 | $41.5M | 0.56% |
| 78 | ROBINHOOD MKTS INC | 770700102 | 1,114,326 | $41.5M | 0.56% |
| 79 | GITLAB INC | GTLB | 711,709 | $40.1M | 0.54% |
| 80 | SENTINELONE INC | S | 1,777,810 | $39.5M | 0.53% |
| 81 | MICROCHIP TECHNOLOGY INC. | MCHPP | 685,455 | $39.3M | 0.53% |
| 82 | POOL CORP | POOL | 114,623 | $39.1M | 0.52% |
| 83 | CADENCE DESIGN SYSTEM INC | CDNS | 127,047 | $38.2M | 0.51% |
| 84 | TENABLE HLDGS INC | 88025T102 | 963,210 | $37.9M | 0.51% |
| 85 | GENERAC HLDGS INC | GNRC | 241,114 | $37.4M | 0.50% |
| 86 | TRACTOR SUPPLY CO | TSCO | 700,735 | $37.2M | 0.50% |
| 87 | HUNT J B TRANS SVCS INC | 445658107 | 216,829 | $37.0M | 0.50% |
| 88 | COGNEX CORP | CGNX | 1,027,706 | $36.9M | 0.49% |
| 89 | AMBARELLA INC | AMBA | 503,468 | $36.6M | 0.49% |
| 90 | SILICON LABORATORIES INC | SLAB | 287,508 | $35.7M | 0.48% |
| 91 | OKTA INC | OKTA | 452,307 | $35.6M | 0.48% |
| 92 | POWER INTEGRATIONS INC | POWI | 566,446 | $34.9M | 0.47% |
| 93 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,269,121 | $34.9M | 0.47% |
| 94 | AZENTA INC | AZTA | 695,611 | $34.8M | 0.47% |
| 95 | MAXIMUS INC | MMS | 460,558 | $34.4M | 0.46% |
| 96 | COTERRA ENERGY INC | CTRA | 1,329,957 | $34.0M | 0.45% |
| 97 | SPOTIFY TECHNOLOGY S A | SPOT | 74,902 | $33.5M | 0.45% |
| 98 | NUTANIX INC | NTNX | 544,516 | $33.3M | 0.45% |
| 99 | INSTALLED BLDG PRODS INC | 45780R101 | 186,999 | $32.8M | 0.44% |
| 100 | BRAZE INC | BRZE | 772,268 | $32.3M | 0.43% |
| 101 | ILLUMINA INC | ILMN | 242,007 | $32.3M | 0.43% |
| 102 | NEOGEN CORP | NEOG | 2,642,726 | $32.1M | 0.43% |
| 103 | COPART INC | CPRT | 549,412 | $31.5M | 0.42% |
| 104 | MONDAY COM LTD | MNDY | 133,024 | $31.3M | 0.42% |
| 105 | SCHRODINGER INC | SDGR | 1,607,656 | $31.0M | 0.42% |
| 106 | MARKETAXESS HLDGS INC | MKTX | 128,937 | $29.1M | 0.39% |
| 107 | DIAMONDBACK ENERGY INC | FANG | 176,314 | $28.9M | 0.39% |
| 108 | SWEETGREEN INC | SG | 890,805 | $28.6M | 0.38% |
| 109 | MARVELL TECHNOLOGY INC | MRVL | 256,707 | $28.4M | 0.38% |
| 110 | FABRINET | FN | 128,334 | $28.2M | 0.38% |
| 111 | PROS HOLDINGS INC | 74346Y103 | 1,185,363 | $26.0M | 0.35% |
| 112 | LEONARDO DRS INC | DRS | 802,920 | $25.9M | 0.35% |
| 113 | AMERESCO INC | AMRC | 1,068,864 | $25.1M | 0.34% |
| 114 | ANSYS INC | 03662Q105 | 72,336 | $24.4M | 0.33% |
| 115 | DESCARTES SYS GROUP INC | 249906108 | 209,176 | $23.8M | 0.32% |
| 116 | SPS COMM INC | SPSC | 119,437 | $22.0M | 0.29% |
| 117 | REDDIT INC | RDDT | 132,907 | $21.7M | 0.29% |
| 118 | ROSS STORES INC | ROST | 143,453 | $21.7M | 0.29% |
| 119 | EZCORP INC | EZPW | 1,726,573 | $21.1M | 0.28% |
| 120 | THE TRADE DESK INC | 88339J105 | 176,907 | $20.8M | 0.28% |
| 121 | INSULET CORP | PODD | 75,982 | $19.8M | 0.27% |
| 122 | REVOLVE GROUP INC | RVLV | 579,761 | $19.4M | 0.26% |
| 123 | RUBRIK INC. | RBRK | 268,033 | $17.5M | 0.23% |
| 124 | VSE CORP | VSECU | 182,673 | $17.4M | 0.23% |
| 125 | BAKER HUGHES COMPANY | BKR | 399,757 | $16.4M | 0.22% |
| 126 | FASTENAL CO | FAST | 226,387 | $16.3M | 0.22% |
| 127 | VIRTU FINL INC | 928254101 | 450,728 | $16.1M | 0.22% |
| 128 | POWELL INDS INC | 739128106 | 72,016 | $16.0M | 0.21% |
| 129 | MAGNITE INC | MGNI | 996,644 | $15.9M | 0.21% |
| 130 | TERADYNE INC | TER | 122,420 | $15.4M | 0.21% |
| 131 | CELSIUS HLDGS INC | CELH | 583,852 | $15.4M | 0.21% |
| 132 | L3HARRIS TECHNOLOGIES INC | LHX | 71,497 | $15.0M | 0.20% |
| 133 | ZETA GLOBAL HOLDINGS CORP | ZETA | 822,157 | $14.8M | 0.20% |
| 134 | HUB GROUP INC | HUBG | 326,055 | $14.5M | 0.19% |
| 135 | VEEVA SYS INC | VEEV | 66,264 | $13.9M | 0.19% |
| 136 | INTAPP INC | INTA | 215,216 | $13.8M | 0.18% |
| 137 | ROPER TECHNOLOGIES INC | ROP | 26,467 | $13.8M | 0.18% |
| 138 | FIRST WATCH RESTAURANT GROUP | FWRG | 693,359 | $12.9M | 0.17% |
| 139 | BIOLIFE SOLUTIONS INC | BLFS | 495,970 | $12.9M | 0.17% |
| 140 | PALO ALTO NETWORKS INC | PANW | 69,770 | $12.7M | 0.17% |
| 141 | VISTRA CORP | VST | 91,226 | $12.6M | 0.17% |
| 142 | FORTINET INC | FTNT | 132,419 | $12.5M | 0.17% |
| 143 | HENRY SCHEIN INC | HSIC | 179,537 | $12.4M | 0.17% |
| 144 | AUTODESK INC | ADSK | 41,814 | $12.4M | 0.17% |
| 145 | CROWDSTRIKE HLDGS INC | CRWD | 35,730 | $12.2M | 0.16% |
| 146 | KEYSIGHT TECHNOLOGIES INC | KEYS | 69,010 | $11.1M | 0.15% |
| 147 | ICF INTL INC | 44925C103 | 90,167 | $10.7M | 0.14% |
| 148 | LINDSAY CORP | LNN | 89,344 | $10.6M | 0.14% |
| 149 | HEALTHSTREAM INC | HSTM | 331,221 | $10.5M | 0.14% |
| 150 | CHEFS WHSE INC | 163086101 | 212,741 | $10.5M | 0.14% |
| 151 | RAMBUS INC DEL | RMBS | 190,857 | $10.1M | 0.14% |
| 152 | NLIGHT INC | LASR | 946,849 | $9.9M | 0.13% |
| 153 | MONGODB INC | MDB | 41,183 | $9.6M | 0.13% |
| 154 | COHERENT CORP | COHR | 94,289 | $8.9M | 0.12% |
| 155 | MONTROSE ENVIRONMENTAL GROUP | MEG | 472,627 | $8.8M | 0.12% |
| 156 | ALTAIR ENGR INC | 021369103 | 76,735 | $8.4M | 0.11% |
| 157 | AGILYSYS INC | AGYS | 54,909 | $7.2M | 0.10% |
| 158 | SOLARIS ENERGY INFRAS INC | SEI | 217,451 | $6.3M | 0.08% |
| 159 | GLOBAL E ONLINE LTD | GLBE | 109,508 | $6.0M | 0.08% |
| 160 | MICROSOFT CORP | MSFT | 2,524 | $1.1M | 0.01% |
| 161 | NVIDIA CORPORATION | NVDA | 6,949 | $933,181 | 0.01% |
| 162 | AMAZON COM INC | AMZN | 3,357 | $736,492 | 0.01% |
| 163 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,547 | $700,497 | 0.01% |
| 164 | ALPHABET INC | GOOG | 2,203 | $417,028 | 0.01% |
| 165 | MERCADOLIBRE INC | MELI | 213 | $362,194 | 0.00% |
| 166 | TJX COS INC NEW | 872540109 | 2,635 | $318,334 | 0.00% |
| 167 | CME GROUP INC | CME | 1,248 | $289,823 | 0.00% |
| 168 | ASML HOLDING N V | ASMLF | 361 | $250,202 | 0.00% |
| 169 | RTX CORPORATION | RTX | 2,094 | $242,318 | 0.00% |
| 170 | INTUITIVE SURGICAL INC | ISRG | 464 | $242,189 | 0.00% |
| 171 | S&P GLOBAL INC | SPGI | 482 | $240,050 | 0.00% |