13F HOLDINGS REPORT
Stephens Investment Management Group LLC
Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001314440-25-000010
Total Value
$7.57B
Positions
178
Other Managers
0
Confidential Omitted
No
Holdings (178)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AEROVIRONMENT INC | AVAV | 633,884 | $180.6M | 2.38% |
| 2 | CYBERARK SOFTWARE LTD | M2682V108 | 340,316 | $138.5M | 1.83% |
| 3 | WINGSTOP INC | WING | 402,715 | $135.6M | 1.79% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 571,512 | $134.6M | 1.78% |
| 5 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 2,579,481 | $119.8M | 1.58% |
| 6 | HEICO CORP NEW | HEI-A | 458,259 | $118.6M | 1.57% |
| 7 | EXELIXIS INC | EXEL | 2,642,402 | $116.5M | 1.54% |
| 8 | FIRSTCASH HOLDINGS INC | FCFS | 848,900 | $114.7M | 1.51% |
| 9 | ROBINHOOD MKTS INC | 770700102 | 1,181,262 | $110.6M | 1.46% |
| 10 | RBC BEARINGS INC | RBC | 285,520 | $109.9M | 1.45% |
| 11 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 816,087 | $107.5M | 1.42% |
| 12 | HEALTHEQUITY INC | HQY | 1,016,333 | $106.5M | 1.41% |
| 13 | TECHNIPFMC PLC | FTI | 3,084,499 | $106.2M | 1.40% |
| 14 | LIVE NATION ENTERTAINMENT IN | LYV | 659,954 | $99.8M | 1.32% |
| 15 | EXPAND ENERGY CORPORATION | EXE | 850,718 | $99.5M | 1.31% |
| 16 | TRADEWEB MKTS INC | 892672106 | 677,408 | $99.2M | 1.31% |
| 17 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 407,887 | $99.1M | 1.31% |
| 18 | FIVE BELOW INC | FIVE | 744,734 | $97.7M | 1.29% |
| 19 | BURLINGTON STORES INC | BURL | 403,533 | $93.9M | 1.24% |
| 20 | MANHATTAN ASSOCIATES INC | MANH | 457,946 | $90.4M | 1.19% |
| 21 | ELECTRONIC ARTS INC | EA | 555,540 | $88.7M | 1.17% |
| 22 | RYAN SPECIALTY HOLDINGS INC | RYAN | 1,304,328 | $88.7M | 1.17% |
| 23 | DOMINOS PIZZA INC | DPZ | 191,867 | $86.5M | 1.14% |
| 24 | PALOMAR HLDGS INC | PLMR | 559,550 | $86.3M | 1.14% |
| 25 | AXON ENTERPRISE INC | AXON | 103,662 | $85.8M | 1.13% |
| 26 | IRHYTHM TECHNOLOGIES INC | IRTC | 552,916 | $85.1M | 1.12% |
| 27 | VARONIS SYS INC | VRNS | 1,670,404 | $84.8M | 1.12% |
| 28 | BWX TECHNOLOGIES INC | BWXT | 587,373 | $84.6M | 1.12% |
| 29 | VERISK ANALYTICS INC | VRSK | 269,888 | $84.1M | 1.11% |
| 30 | TYLER TECHNOLOGIES INC | TYL | 141,713 | $84.0M | 1.11% |
| 31 | TOAST INC | TOST | 1,892,241 | $83.8M | 1.11% |
| 32 | RESMED INC | RSMDF | 324,279 | $83.7M | 1.10% |
| 33 | VERTIV HOLDINGS CO | VRT | 635,288 | $81.6M | 1.08% |
| 34 | EVERCORE INC | EVR | 298,480 | $80.6M | 1.06% |
| 35 | BOOT BARN HLDGS INC | BOOT | 528,103 | $80.3M | 1.06% |
| 36 | PIPER SANDLER COMPANIES | PIPR | 279,542 | $77.7M | 1.03% |
| 37 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 539,900 | $77.4M | 1.02% |
| 38 | KINSALE CAP GROUP INC | 49714P108 | 158,609 | $76.8M | 1.01% |
| 39 | DEXCOM INC | DXCM | 877,832 | $76.6M | 1.01% |
| 40 | BELLRING BRANDS INC | BRBR | 1,305,931 | $75.7M | 1.00% |
| 41 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 588,136 | $72.7M | 0.96% |
| 42 | LIGAND PHARMACEUTICALS INC | LGNZZ | 604,813 | $68.8M | 0.91% |
| 43 | HALOZYME THERAPEUTICS INC | HALO | 1,291,977 | $67.2M | 0.89% |
| 44 | REPLIGEN CORP | RGEN | 522,847 | $65.0M | 0.86% |
| 45 | PTC INC | PTC | 367,108 | $63.3M | 0.84% |
| 46 | PURE STORAGE INC | 74624M102 | 1,089,690 | $62.7M | 0.83% |
| 47 | COSTAR GROUP INC | CSGP | 773,281 | $62.2M | 0.82% |
| 48 | ICON PLC | ICLR | 414,840 | $60.3M | 0.80% |
| 49 | ROCKWELL AUTOMATION INC | ROK | 171,945 | $57.1M | 0.75% |
| 50 | TRACTOR SUPPLY CO | TSCO | 1,078,292 | $56.9M | 0.75% |
| 51 | SITEONE LANDSCAPE SUPPLY INC | SITE | 461,804 | $55.9M | 0.74% |
| 52 | IDEXX LABS INC | 45168D104 | 103,353 | $55.4M | 0.73% |
| 53 | CIENA CORP | CIEN | 671,152 | $54.6M | 0.72% |
| 54 | MICROCHIP TECHNOLOGY INC. | MCHPP | 768,232 | $54.1M | 0.71% |
| 55 | ACADEMY SPORTS & OUTDOORS IN | ASO | 1,177,518 | $52.8M | 0.70% |
| 56 | MAGNOLIA OIL & GAS CORP | MGY | 2,295,747 | $51.6M | 0.68% |
| 57 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,286,507 | $50.1M | 0.66% |
| 58 | AZEK CO INC | 05478C105 | 921,166 | $50.1M | 0.66% |
| 59 | SUPERNUS PHARMACEUTICALS INC | SUPN | 1,581,093 | $49.8M | 0.66% |
| 60 | REDDIT INC | RDDT | 330,250 | $49.7M | 0.66% |
| 61 | HUBBELL INC | HUBB | 120,597 | $49.3M | 0.65% |
| 62 | ENCORE CAP GROUP INC | ECR | 1,248,831 | $48.3M | 0.64% |
| 63 | OKTA INC | OKTA | 461,981 | $46.2M | 0.61% |
| 64 | SILICON LABORATORIES INC | SLAB | 312,640 | $46.1M | 0.61% |
| 65 | FABRINET | FN | 155,332 | $45.8M | 0.60% |
| 66 | ANTERO RESOURCES CORP | AR | 1,134,475 | $45.7M | 0.60% |
| 67 | SCHRODINGER INC | SDGR | 2,261,334 | $45.5M | 0.60% |
| 68 | AAON INC | AAON | 607,398 | $44.8M | 0.59% |
| 69 | VIPER ENERGY INC | VNOM | 1,174,477 | $44.8M | 0.59% |
| 70 | BALCHEM CORP | BCPC | 275,383 | $43.8M | 0.58% |
| 71 | BIO-TECHNE CORP | TECH | 845,523 | $43.5M | 0.57% |
| 72 | NUTANIX INC | NTNX | 559,635 | $42.8M | 0.56% |
| 73 | INSULET CORP | PODD | 133,852 | $42.1M | 0.56% |
| 74 | LATTICE SEMICONDUCTOR CORP | LSCC | 857,700 | $42.0M | 0.55% |
| 75 | MEDPACE HLDGS INC | MEDP | 133,782 | $42.0M | 0.55% |
| 76 | POWER INTEGRATIONS INC | POWI | 749,969 | $41.9M | 0.55% |
| 77 | MONDAY COM LTD | MNDY | 131,739 | $41.4M | 0.55% |
| 78 | HOLOGIC INC | HOLX | 613,657 | $40.0M | 0.53% |
| 79 | TREX CO INC | TREX | 726,401 | $39.5M | 0.52% |
| 80 | GLOBUS MED INC | GMED | 648,574 | $38.3M | 0.51% |
| 81 | SWEETGREEN INC | SG | 2,567,526 | $38.2M | 0.50% |
| 82 | SENTINELONE INC | S | 1,961,919 | $35.9M | 0.47% |
| 83 | UNITY SOFTWARE INC | U | 1,466,634 | $35.5M | 0.47% |
| 84 | DYNATRACE INC | DT | 637,890 | $35.2M | 0.47% |
| 85 | SAILPOINT INC | SAIL | 1,513,754 | $34.6M | 0.46% |
| 86 | MAXIMUS INC | MMS | 483,846 | $34.0M | 0.45% |
| 87 | GENERAC HLDGS INC | GNRC | 234,427 | $33.6M | 0.44% |
| 88 | TENABLE HLDGS INC | 88025T102 | 981,628 | $33.2M | 0.44% |
| 89 | INSTALLED BLDG PRODS INC | 45780R101 | 183,398 | $33.1M | 0.44% |
| 90 | BRAZE INC | BRZE | 1,169,860 | $32.9M | 0.43% |
| 91 | SPOTIFY TECHNOLOGY S A | SPOT | 42,770 | $32.8M | 0.43% |
| 92 | AMBARELLA INC | AMBA | 493,929 | $32.6M | 0.43% |
| 93 | POOL CORP | POOL | 111,849 | $32.6M | 0.43% |
| 94 | MAGNITE INC | MGNI | 1,350,096 | $32.6M | 0.43% |
| 95 | VIKING HOLDINGS LTD | VIK | 608,493 | $32.4M | 0.43% |
| 96 | TANDEM DIABETES CARE INC | TNDM | 1,737,769 | $32.4M | 0.43% |
| 97 | GITLAB INC | GTLB | 709,525 | $32.0M | 0.42% |
| 98 | COGNEX CORP | CGNX | 994,994 | $31.6M | 0.42% |
| 99 | LEONARDO DRS INC | DRS | 677,934 | $31.5M | 0.42% |
| 100 | SAIA INC | SAIA | 113,791 | $31.2M | 0.41% |
| 101 | KORNIT DIGITAL LTD | KRNT | 1,526,904 | $30.4M | 0.40% |
| 102 | HUNT J B TRANS SVCS INC | 445658107 | 207,943 | $29.9M | 0.39% |
| 103 | EXACT SCIENCES CORP | 30063P105 | 530,083 | $28.2M | 0.37% |
| 104 | ILLUMINA INC | ILMN | 279,164 | $26.6M | 0.35% |
| 105 | AZENTA INC | AZTA | 807,173 | $24.8M | 0.33% |
| 106 | VIRTU FINL INC | 928254101 | 548,127 | $24.6M | 0.32% |
| 107 | ANSYS INC | 03662Q105 | 69,030 | $24.2M | 0.32% |
| 108 | COPART INC | CPRT | 478,868 | $23.5M | 0.31% |
| 109 | EZCORP INC | EZPW | 1,672,099 | $23.2M | 0.31% |
| 110 | VSE CORP | VSECU | 175,503 | $23.0M | 0.30% |
| 111 | CADENCE DESIGN SYSTEM INC | CDNS | 71,127 | $21.9M | 0.29% |
| 112 | PROCORE TECHNOLOGIES INC | PCOR | 305,226 | $20.9M | 0.28% |
| 113 | RUBRIK INC. | RBRK | 229,642 | $20.6M | 0.27% |
| 114 | DESCARTES SYS GROUP INC | 249906108 | 200,610 | $20.4M | 0.27% |
| 115 | NLIGHT INC | LASR | 1,034,376 | $20.4M | 0.27% |
| 116 | ROSS STORES INC | ROST | 159,256 | $20.3M | 0.27% |
| 117 | FASTENAL CO | FAST | 451,992 | $19.0M | 0.25% |
| 118 | VISTRA CORP | VST | 95,945 | $18.6M | 0.25% |
| 119 | ONTO INNOVATION INC | ONTO | 182,285 | $18.4M | 0.24% |
| 120 | POWELL INDS INC | 739128106 | 84,214 | $17.7M | 0.23% |
| 121 | KARMAN HLDGS INC | KRMN | 346,916 | $17.5M | 0.23% |
| 122 | SIMPLY GOOD FOODS CO | SMPL | 540,563 | $17.1M | 0.23% |
| 123 | VEEVA SYS INC | VEEV | 58,091 | $16.7M | 0.22% |
| 124 | REVOLVE GROUP INC | RVLV | 817,980 | $16.4M | 0.22% |
| 125 | L3HARRIS TECHNOLOGIES INC | LHX | 62,592 | $15.7M | 0.21% |
| 126 | PROS HOLDINGS INC | 74346Y103 | 991,627 | $15.5M | 0.21% |
| 127 | AGILYSYS INC | AGYS | 132,384 | $15.2M | 0.20% |
| 128 | MARVELL TECHNOLOGY INC | MRVL | 191,055 | $14.8M | 0.20% |
| 129 | SPS COMM INC | SPSC | 108,229 | $14.7M | 0.19% |
| 130 | ZETA GLOBAL HOLDINGS CORP | ZETA | 935,102 | $14.5M | 0.19% |
| 131 | MONTROSE ENVIRONMENTAL GROUP | MEG | 656,814 | $14.4M | 0.19% |
| 132 | BAKER HUGHES COMPANY | BKR | 348,294 | $13.4M | 0.18% |
| 133 | LINDSAY CORP | LNN | 92,423 | $13.3M | 0.18% |
| 134 | XOMETRY INC | XMTR | 393,360 | $13.3M | 0.18% |
| 135 | COHERENT CORP | COHR | 148,424 | $13.2M | 0.17% |
| 136 | ROPER TECHNOLOGIES INC | ROP | 22,864 | $13.0M | 0.17% |
| 137 | RAMBUS INC DEL | RMBS | 195,123 | $12.5M | 0.16% |
| 138 | FIRST WATCH RESTAURANT GROUP | FWRG | 768,962 | $12.3M | 0.16% |
| 139 | FORTINET INC | FTNT | 115,841 | $12.2M | 0.16% |
| 140 | AUTODESK INC | ADSK | 37,731 | $11.7M | 0.15% |
| 141 | BIOLIFE SOLUTIONS INC | BLFS | 531,719 | $11.5M | 0.15% |
| 142 | PALO ALTO NETWORKS INC | PANW | 55,189 | $11.3M | 0.15% |
| 143 | HENRY SCHEIN INC | HSIC | 144,750 | $10.6M | 0.14% |
| 144 | TERADYNE INC | TER | 117,460 | $10.6M | 0.14% |
| 145 | HUB GROUP INC | HUBG | 313,904 | $10.5M | 0.14% |
| 146 | CROWDSTRIKE HLDGS INC | CRWD | 19,957 | $10.2M | 0.13% |
| 147 | KEYSIGHT TECHNOLOGIES INC | KEYS | 61,970 | $10.2M | 0.13% |
| 148 | DIAMONDBACK ENERGY INC | FANG | 71,931 | $9.9M | 0.13% |
| 149 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 99,953 | $9.3M | 0.12% |
| 150 | HEALTHSTREAM INC | HSTM | 319,301 | $8.8M | 0.12% |
| 151 | MONGODB INC | MDB | 40,305 | $8.5M | 0.11% |
| 152 | GLOBAL E ONLINE LTD | GLBE | 235,420 | $7.9M | 0.10% |
| 153 | GENIUS SPORTS LIMITED | GENI | 754,140 | $7.8M | 0.10% |
| 154 | TITAN MACHY INC | KMCM | 383,943 | $7.6M | 0.10% |
| 155 | SOLARIS ENERGY INFRAS INC | SEI | 268,270 | $7.6M | 0.10% |
| 156 | GULFPORT ENERGY CORP | GPOR | 37,215 | $7.5M | 0.10% |
| 157 | DUTCH BROS INC | BROS | 106,439 | $7.3M | 0.10% |
| 158 | PAR TECHNOLOGY CORP | PAR | 102,923 | $7.1M | 0.09% |
| 159 | INTAPP INC | INTA | 123,499 | $6.4M | 0.08% |
| 160 | AMICUS THERAPEUTICS INC | FOLD | 832,643 | $4.8M | 0.06% |
| 161 | SIMULATIONS PLUS INC | SLP | 268,576 | $4.7M | 0.06% |
| 162 | CHEFS WHSE INC | 163086101 | 68,460 | $4.4M | 0.06% |
| 163 | IMPINJ INC | PI | 35,784 | $4.0M | 0.05% |
| 164 | MICROSOFT CORP | MSFT | 2,465 | $1.2M | 0.02% |
| 165 | NVIDIA CORPORATION | NVDA | 6,949 | $1.1M | 0.01% |
| 166 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,577 | $810,155 | 0.01% |
| 167 | AMAZON COM INC | AMZN | 3,357 | $736,492 | 0.01% |
| 168 | PALANTIR TECHNOLOGIES INC | PLTR | 4,233 | $577,043 | 0.01% |
| 169 | MERCADOLIBRE INC | MELI | 213 | $556,703 | 0.01% |
| 170 | META PLATFORMS INC | META | 705 | $520,353 | 0.01% |
| 171 | CME GROUP INC | CME | 1,248 | $343,974 | 0.00% |
| 172 | ALPHABET INC | GOOG | 1,926 | $339,419 | 0.00% |
| 173 | TJX COS INC NEW | 872540109 | 2,635 | $325,396 | 0.00% |
| 174 | RTX CORPORATION | RTX | 2,094 | $305,766 | 0.00% |
| 175 | ASML HOLDING N V | ASMLF | 361 | $289,302 | 0.00% |
| 176 | SHOPIFY INC | SHOP | 2,258 | $260,460 | 0.00% |
| 177 | S&P GLOBAL INC | SPGI | 482 | $254,154 | 0.00% |
| 178 | INTUITIVE SURGICAL INC | ISRG | 464 | $252,142 | 0.00% |