13F HOLDINGS REPORT
Stephens Investment Management Group LLC
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001314440-25-000016
Total Value
$7.71B
Positions
175
Other Managers
0
Confidential Omitted
No
Holdings (175)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AEROVIRONMENT INC | AVAV | 517,004 | $162.8M | 2.11% |
| 2 | FIRSTCASH HOLDINGS INC | FCFS | 857,510 | $135.8M | 1.76% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 539,764 | $124.1M | 1.61% |
| 4 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 1,341,064 | $122.5M | 1.59% |
| 5 | ELECTRONIC ARTS INC | EA | 577,643 | $116.5M | 1.51% |
| 6 | HEICO CORP NEW | HEI-A | 426,478 | $108.4M | 1.40% |
| 7 | RBC BEARINGS INC | RBC | 271,726 | $106.1M | 1.37% |
| 8 | WINGSTOP INC | WING | 415,521 | $104.6M | 1.36% |
| 9 | EXELIXIS INC | EXEL | 2,511,156 | $103.7M | 1.34% |
| 10 | BWX TECHNOLOGIES INC | BWXT | 560,388 | $103.3M | 1.34% |
| 11 | FIVE BELOW INC | FIVE | 657,846 | $101.8M | 1.32% |
| 12 | CYBERARK SOFTWARE LTD | M2682V108 | 207,288 | $100.2M | 1.30% |
| 13 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 383,812 | $99.2M | 1.29% |
| 14 | LIGAND PHARMACEUTICALS INC | LGNZZ | 554,542 | $98.2M | 1.27% |
| 15 | PIPER SANDLER COMPANIES | PIPR | 279,392 | $96.9M | 1.26% |
| 16 | KARMAN HLDGS INC | KRMN | 1,336,524 | $96.5M | 1.25% |
| 17 | BURLINGTON STORES INC | BURL | 378,559 | $96.3M | 1.25% |
| 18 | VERTIV HOLDINGS CO | VRT | 626,806 | $94.6M | 1.23% |
| 19 | TECHNIPFMC PLC | FTI | 2,358,469 | $93.0M | 1.21% |
| 20 | VARONIS SYS INC | VRNS | 1,584,682 | $91.1M | 1.18% |
| 21 | LIVE NATION ENTERTAINMENT IN | LYV | 554,042 | $90.5M | 1.17% |
| 22 | HALOZYME THERAPEUTICS INC | HALO | 1,225,181 | $89.9M | 1.16% |
| 23 | IRHYTHM TECHNOLOGIES INC | IRTC | 519,958 | $89.4M | 1.16% |
| 24 | MANHATTAN ASSOCIATES INC | MANH | 434,443 | $89.1M | 1.15% |
| 25 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 677,485 | $87.0M | 1.13% |
| 26 | PURE STORAGE INC | 74624M102 | 1,031,247 | $86.4M | 1.12% |
| 27 | ICON PLC | ICLR | 480,104 | $84.0M | 1.09% |
| 28 | EVERCORE INC | EVR | 245,310 | $82.7M | 1.07% |
| 29 | EXPAND ENERGY CORPORATION | EXE | 757,576 | $80.5M | 1.04% |
| 30 | REPLIGEN CORP | RGEN | 598,356 | $80.0M | 1.04% |
| 31 | CIENA CORP | CIEN | 541,504 | $78.9M | 1.02% |
| 32 | RESMED INC | RSMDF | 285,019 | $78.0M | 1.01% |
| 33 | DOMINOS PIZZA INC | DPZ | 180,307 | $77.8M | 1.01% |
| 34 | BOOT BARN HLDGS INC | BOOT | 464,985 | $77.1M | 1.00% |
| 35 | RYAN SPECIALTY HOLDINGS INC | RYAN | 1,362,484 | $76.8M | 1.00% |
| 36 | VERISK ANALYTICS INC | VRSK | 286,477 | $72.1M | 0.93% |
| 37 | TYLER TECHNOLOGIES INC | TYL | 134,976 | $70.6M | 0.92% |
| 38 | PTC INC | PTC | 342,496 | $69.5M | 0.90% |
| 39 | HEALTHEQUITY INC | HQY | 724,244 | $68.6M | 0.89% |
| 40 | PALOMAR HLDGS INC | PLMR | 579,458 | $67.7M | 0.88% |
| 41 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 541,599 | $67.4M | 0.87% |
| 42 | MAXIMUS INC | MMS | 720,943 | $65.9M | 0.85% |
| 43 | COSTAR GROUP INC | CSGP | 766,512 | $64.7M | 0.84% |
| 44 | SUPERNUS PHARMACEUTICALS INC | SUPN | 1,345,402 | $64.3M | 0.83% |
| 45 | KINSALE CAP GROUP INC | 49714P108 | 151,159 | $64.3M | 0.83% |
| 46 | TOAST INC | TOST | 1,741,177 | $63.6M | 0.82% |
| 47 | ACADEMY SPORTS & OUTDOORS IN | ASO | 1,235,440 | $61.8M | 0.80% |
| 48 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 563,125 | $61.1M | 0.79% |
| 49 | IDEXX LABS INC | 45168D104 | 95,601 | $61.1M | 0.79% |
| 50 | MEDPACE HLDGS INC | MEDP | 118,726 | $61.0M | 0.79% |
| 51 | TRACTOR SUPPLY CO | TSCO | 1,065,899 | $60.6M | 0.79% |
| 52 | AXON ENTERPRISE INC | AXON | 82,485 | $59.2M | 0.77% |
| 53 | LATTICE SEMICONDUCTOR CORP | LSCC | 802,142 | $58.8M | 0.76% |
| 54 | DEXCOM INC | DXCM | 861,100 | $57.9M | 0.75% |
| 55 | ROCKWELL AUTOMATION INC | ROK | 165,437 | $57.8M | 0.75% |
| 56 | BIO-TECHNE CORP | TECH | 1,015,189 | $56.5M | 0.73% |
| 57 | SITEONE LANDSCAPE SUPPLY INC | SITE | 436,894 | $56.3M | 0.73% |
| 58 | UNITY SOFTWARE INC | U | 1,386,226 | $55.5M | 0.72% |
| 59 | ENCORE CAP GROUP INC | ECR | 1,308,252 | $54.6M | 0.71% |
| 60 | TRADEWEB MKTS INC | 892672106 | 489,431 | $54.3M | 0.70% |
| 61 | AAON INC | AAON | 579,015 | $54.1M | 0.70% |
| 62 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,978,574 | $53.7M | 0.70% |
| 63 | MAGNOLIA OIL & GAS CORP | MGY | 2,157,166 | $51.5M | 0.67% |
| 64 | REDDIT INC | RDDT | 222,963 | $51.3M | 0.66% |
| 65 | DYNATRACE INC | DT | 1,040,475 | $50.4M | 0.65% |
| 66 | FABRINET | FN | 138,106 | $50.4M | 0.65% |
| 67 | COGNEX CORP | CGNX | 1,100,446 | $49.9M | 0.65% |
| 68 | HUBBELL INC | HUBB | 113,822 | $49.0M | 0.64% |
| 69 | GENERAC HLDGS INC | GNRC | 290,854 | $48.7M | 0.63% |
| 70 | BELLRING BRANDS INC | BRBR | 1,329,359 | $48.3M | 0.63% |
| 71 | MICROCHIP TECHNOLOGY INC. | MCHPP | 723,838 | $46.5M | 0.60% |
| 72 | NUTANIX INC | NTNX | 596,908 | $44.4M | 0.58% |
| 73 | SCHRODINGER INC | SDGR | 2,193,034 | $44.0M | 0.57% |
| 74 | INSULET CORP | PODD | 140,823 | $43.5M | 0.56% |
| 75 | VIPER ENERGY INC | VNOM | 1,136,895 | $43.5M | 0.56% |
| 76 | EXACT SCIENCES CORP | 30063P105 | 791,527 | $43.3M | 0.56% |
| 77 | VIKING HOLDINGS LTD | VIK | 686,873 | $42.7M | 0.55% |
| 78 | INSTALLED BLDG PRODS INC | 45780R101 | 171,693 | $42.3M | 0.55% |
| 79 | SENTINELONE INC | S | 2,399,643 | $42.3M | 0.55% |
| 80 | BLOOM ENERGY CORP | BE | 494,427 | $41.8M | 0.54% |
| 81 | GENIUS SPORTS LIMITED | GENI | 3,330,469 | $41.2M | 0.53% |
| 82 | GLOBUS MED INC | GMED | 718,060 | $41.1M | 0.53% |
| 83 | BALCHEM CORP | BCPC | 267,832 | $40.2M | 0.52% |
| 84 | OKTA INC | OKTA | 436,680 | $40.0M | 0.52% |
| 85 | ANTERO RESOURCES CORP | AR | 1,185,601 | $39.8M | 0.52% |
| 86 | AMBARELLA INC | AMBA | 477,498 | $39.4M | 0.51% |
| 87 | HOLOGIC INC | HOLX | 578,276 | $39.0M | 0.51% |
| 88 | SILICON LABORATORIES INC | SLAB | 294,710 | $38.6M | 0.50% |
| 89 | JAMES HARDIE INDS PLC | G4253H101 | 2,006,873 | $38.6M | 0.50% |
| 90 | TRAVERE THERAPEUTICS INC | TVTX | 1,599,668 | $38.2M | 0.50% |
| 91 | LEONARDO DRS INC | DRS | 817,465 | $37.1M | 0.48% |
| 92 | SAILPOINT INC | SAIL | 1,679,495 | $37.1M | 0.48% |
| 93 | TREX CO INC | TREX | 699,776 | $36.2M | 0.47% |
| 94 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,802,642 | $35.8M | 0.46% |
| 95 | SAIA INC | SAIA | 117,946 | $35.3M | 0.46% |
| 96 | RUBRIK INC. | RBRK | 404,113 | $33.2M | 0.43% |
| 97 | POOL CORP | POOL | 106,974 | $33.2M | 0.43% |
| 98 | BRAZE INC | BRZE | 1,134,289 | $32.3M | 0.42% |
| 99 | TENABLE HLDGS INC | 88025T102 | 1,101,773 | $32.1M | 0.42% |
| 100 | EZCORP INC | EZPW | 1,634,267 | $31.1M | 0.40% |
| 101 | TEXAS ROADHOUSE INC | TXRH | 186,803 | $31.0M | 0.40% |
| 102 | POWER INTEGRATIONS INC | POWI | 726,308 | $29.2M | 0.38% |
| 103 | VSE CORP | VSECU | 174,505 | $29.0M | 0.38% |
| 104 | ILLUMINA INC | ILMN | 295,477 | $28.1M | 0.36% |
| 105 | AZENTA INC | AZTA | 965,862 | $27.7M | 0.36% |
| 106 | POWELL INDS INC | 739128106 | 89,669 | $27.3M | 0.35% |
| 107 | ROBINHOOD MKTS INC | 770700102 | 190,335 | $27.3M | 0.35% |
| 108 | BULLISH | BLSH | 425,725 | $27.1M | 0.35% |
| 109 | PROCORE TECHNOLOGIES INC | PCOR | 365,149 | $26.6M | 0.35% |
| 110 | HUNT J B TRANS SVCS INC | 445658107 | 197,818 | $26.5M | 0.34% |
| 111 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 178,363 | $26.0M | 0.34% |
| 112 | NLIGHT INC | LASR | 845,456 | $25.1M | 0.32% |
| 113 | MONDAY COM LTD | MNDY | 125,960 | $24.4M | 0.32% |
| 114 | CADENCE DESIGN SYSTEM INC | CDNS | 68,553 | $24.1M | 0.31% |
| 115 | ROSS STORES INC | ROST | 156,341 | $23.8M | 0.31% |
| 116 | VISTRA CORP | VST | 121,198 | $23.7M | 0.31% |
| 117 | FASTENAL CO | FAST | 466,719 | $22.9M | 0.30% |
| 118 | PROS HOLDINGS INC | 74346Y103 | 941,893 | $21.6M | 0.28% |
| 119 | XOMETRY INC | XMTR | 391,728 | $21.3M | 0.28% |
| 120 | MAGNITE INC | MGNI | 964,543 | $21.0M | 0.27% |
| 121 | L3HARRIS TECHNOLOGIES INC | LHX | 67,764 | $20.7M | 0.27% |
| 122 | COPART INC | CPRT | 450,224 | $20.2M | 0.26% |
| 123 | RAMBUS INC DEL | RMBS | 193,391 | $20.2M | 0.26% |
| 124 | KORNIT DIGITAL LTD | KRNT | 1,478,115 | $20.0M | 0.26% |
| 125 | SPOTIFY TECHNOLOGY S A | SPOT | 27,194 | $19.0M | 0.25% |
| 126 | DESCARTES SYS GROUP INC | 249906108 | 198,717 | $18.7M | 0.24% |
| 127 | MONTROSE ENVIRONMENTAL GROUP | MEG | 660,928 | $18.1M | 0.24% |
| 128 | BAKER HUGHES COMPANY | BKR | 369,342 | $18.0M | 0.23% |
| 129 | REVOLVE GROUP INC | RVLV | 811,987 | $17.3M | 0.22% |
| 130 | VEEVA SYS INC | VEEV | 56,893 | $16.9M | 0.22% |
| 131 | COHERENT CORP | COHR | 155,404 | $16.7M | 0.22% |
| 132 | MARVELL TECHNOLOGY INC | MRVL | 187,044 | $15.7M | 0.20% |
| 133 | BIOLIFE SOLUTIONS INC | BLFS | 608,814 | $15.5M | 0.20% |
| 134 | TERADYNE INC | TER | 111,400 | $15.3M | 0.20% |
| 135 | MONGODB INC | MDB | 47,886 | $14.9M | 0.19% |
| 136 | FIRST WATCH RESTAURANT GROUP | FWRG | 932,064 | $14.6M | 0.19% |
| 137 | VIRTU FINL INC | 928254101 | 406,100 | $14.4M | 0.19% |
| 138 | AGILYSYS INC | AGYS | 130,679 | $13.8M | 0.18% |
| 139 | SIMPLY GOOD FOODS CO | SMPL | 534,386 | $13.3M | 0.17% |
| 140 | ASTERA LABS INC | ALAB | 67,423 | $13.2M | 0.17% |
| 141 | LINDSAY CORP | LNN | 91,850 | $12.9M | 0.17% |
| 142 | DUTCH BROS INC | BROS | 219,696 | $11.5M | 0.15% |
| 143 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 1,082,907 | $11.4M | 0.15% |
| 144 | ROPER TECHNOLOGIES INC | ROP | 22,524 | $11.2M | 0.15% |
| 145 | AUTODESK INC | ADSK | 35,092 | $11.1M | 0.14% |
| 146 | SPS COMM INC | SPSC | 106,967 | $11.1M | 0.14% |
| 147 | PALO ALTO NETWORKS INC | PANW | 53,354 | $10.9M | 0.14% |
| 148 | HUB GROUP INC | HUBG | 311,088 | $10.7M | 0.14% |
| 149 | SOLARIS ENERGY INFRAS INC | SEI | 266,083 | $10.6M | 0.14% |
| 150 | KEYSIGHT TECHNOLOGIES INC | KEYS | 57,980 | $10.1M | 0.13% |
| 151 | DIAMONDBACK ENERGY INC | FANG | 70,857 | $10.1M | 0.13% |
| 152 | AMICUS THERAPEUTICS INC | FOLD | 1,260,634 | $9.9M | 0.13% |
| 153 | GLOBAL E ONLINE LTD | GLBE | 254,869 | $9.1M | 0.12% |
| 154 | HENRY SCHEIN INC | HSIC | 135,619 | $9.0M | 0.12% |
| 155 | HEALTHSTREAM INC | HSTM | 316,440 | $8.9M | 0.12% |
| 156 | GULFPORT ENERGY CORP | GPOR | 48,001 | $8.7M | 0.11% |
| 157 | FORTINET INC | FTNT | 97,291 | $8.2M | 0.11% |
| 158 | CROWDSTRIKE HLDGS INC | CRWD | 14,951 | $7.3M | 0.10% |
| 159 | TITAN MACHY INC | KMCM | 430,374 | $7.2M | 0.09% |
| 160 | IMPINJ INC | PI | 35,747 | $6.5M | 0.08% |
| 161 | PAR TECHNOLOGY CORP | PAR | 158,959 | $6.3M | 0.08% |
| 162 | SIMULATIONS PLUS INC | SLP | 392,840 | $5.9M | 0.08% |
| 163 | VIA TRANSN INC | 92556W104 | 99,565 | $4.8M | 0.06% |
| 164 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 67,911 | $4.0M | 0.05% |
| 165 | NVIDIA CORPORATION | NVDA | 4,595 | $857,335 | 0.01% |
| 166 | MICROSOFT CORP | MSFT | 1,571 | $813,699 | 0.01% |
| 167 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,322 | $648,511 | 0.01% |
| 168 | PALANTIR TECHNOLOGIES INC | PLTR | 2,841 | $518,255 | 0.01% |
| 169 | AMAZON COM INC | AMZN | 2,257 | $495,569 | 0.01% |
| 170 | META PLATFORMS INC | META | 519 | $381,143 | 0.00% |
| 171 | MERCADOLIBRE INC | MELI | 145 | $338,856 | 0.00% |
| 172 | ALPHABET INC | GOOG | 1,299 | $315,787 | 0.00% |
| 173 | SHOPIFY INC | SHOP | 1,819 | $270,322 | 0.00% |
| 174 | TJX COS INC NEW | 872540109 | 1,503 | $217,244 | 0.00% |
| 175 | ASML HOLDING N V | ASMLF | 221 | $213,948 | 0.00% |