13F HOLDINGS REPORT
Stephens Investment Management Group LLC
Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0001314440-26-000003
Total Value
$7.68B
Positions
176
Other Managers
0
Confidential Omitted
No
Holdings (176)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRSTCASH HOLDINGS INC | FCFS | 847,241 | $135.0M | 1.76% |
| 2 | RBC BEARINGS INC | RBC | 272,307 | $122.1M | 1.59% |
| 3 | FIVE BELOW INC | FIVE | 624,864 | $117.7M | 1.53% |
| 4 | EXELIXIS INC | EXEL | 2,539,421 | $111.3M | 1.45% |
| 5 | BURLINGTON STORES INC | BURL | 378,889 | $109.4M | 1.43% |
| 6 | REPLIGEN CORP | RGEN | 657,111 | $107.7M | 1.40% |
| 7 | GUIDEWIRE SOFTWARE INC | GWRE | 509,558 | $102.4M | 1.33% |
| 8 | HEICO CORP NEW | HEI-A | 404,234 | $102.0M | 1.33% |
| 9 | AEROVIRONMENT INC | AVAV | 412,807 | $99.9M | 1.30% |
| 10 | RYAN SPECIALTY HOLDINGS INC | RYAN | 1,929,094 | $99.6M | 1.30% |
| 11 | ICON PLC | ICLR | 542,996 | $98.9M | 1.29% |
| 12 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 384,142 | $98.4M | 1.28% |
| 13 | VERTIV HOLDINGS CO | VRT | 600,663 | $97.3M | 1.27% |
| 14 | BWX TECHNOLOGIES INC | BWXT | 561,185 | $97.0M | 1.26% |
| 15 | PIPER SANDLER COMPANIES | PIPR | 279,037 | $94.8M | 1.23% |
| 16 | LIGAND PHARMACEUTICALS INC | LGNZZ | 501,040 | $94.7M | 1.23% |
| 17 | PALOMAR HLDGS INC | PLMR | 694,317 | $93.6M | 1.22% |
| 18 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 848,385 | $93.0M | 1.21% |
| 19 | KARMAN HLDGS INC | KRMN | 1,269,076 | $92.9M | 1.21% |
| 20 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 541,059 | $92.7M | 1.21% |
| 21 | IRHYTHM TECHNOLOGIES INC | IRTC | 519,325 | $92.1M | 1.20% |
| 22 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 1,179,288 | $89.5M | 1.17% |
| 23 | CLEARWATER ANALYTICS HLDGS I | CWAN | 3,531,792 | $85.2M | 1.11% |
| 24 | EXPAND ENERGY CORPORATION | EXE | 761,911 | $84.1M | 1.10% |
| 25 | EVERCORE INC | EVR | 245,062 | $83.4M | 1.09% |
| 26 | HALOZYME THERAPEUTICS INC | HALO | 1,223,665 | $82.4M | 1.07% |
| 27 | KINSALE CAP GROUP INC | 49714P108 | 208,075 | $81.4M | 1.06% |
| 28 | LIVE NATION ENTERTAINMENT IN | LYV | 555,026 | $79.1M | 1.03% |
| 29 | VERISK ANALYTICS INC | VRSK | 348,196 | $77.9M | 1.01% |
| 30 | BOOT BARN HLDGS INC | BOOT | 434,412 | $76.7M | 1.00% |
| 31 | DOMINOS PIZZA INC | DPZ | 181,172 | $75.5M | 0.98% |
| 32 | MANHATTAN ASSOCIATES INC | MANH | 434,799 | $75.4M | 0.98% |
| 33 | COSTAR GROUP INC | CSGP | 1,114,972 | $75.0M | 0.98% |
| 34 | TECHNIPFMC PLC | FTI | 1,653,866 | $73.7M | 0.96% |
| 35 | PURE STORAGE INC | 74624M102 | 1,086,889 | $72.8M | 0.95% |
| 36 | WINGSTOP INC | WING | 305,281 | $72.8M | 0.95% |
| 37 | CIENA CORP | CIEN | 306,512 | $71.7M | 0.93% |
| 38 | ENCORE CAP GROUP INC | ECR | 1,305,649 | $71.0M | 0.92% |
| 39 | SUPERNUS PHARMACEUTICALS INC | SUPN | 1,406,522 | $69.9M | 0.91% |
| 40 | UNITY SOFTWARE INC | U | 1,569,541 | $69.3M | 0.90% |
| 41 | DEXCOM INC | DXCM | 1,042,801 | $69.2M | 0.90% |
| 42 | VIKING HOLDINGS LTD | VIK | 956,147 | $68.3M | 0.89% |
| 43 | TRACTOR SUPPLY CO | TSCO | 1,362,940 | $68.2M | 0.89% |
| 44 | MEDPACE HLDGS INC | MEDP | 119,117 | $66.9M | 0.87% |
| 45 | HEALTHEQUITY INC | HQY | 726,185 | $66.5M | 0.87% |
| 46 | IDEXX LABS INC | 45168D104 | 97,382 | $65.9M | 0.86% |
| 47 | RESMED INC | RSMDF | 273,388 | $65.9M | 0.86% |
| 48 | TRAVERE THERAPEUTICS INC | TVTX | 1,721,623 | $65.8M | 0.86% |
| 49 | BIO-TECHNE CORP | TECH | 1,109,658 | $65.3M | 0.85% |
| 50 | LATTICE SEMICONDUCTOR CORP | LSCC | 883,165 | $65.0M | 0.85% |
| 51 | ROCKWELL AUTOMATION INC | ROK | 165,763 | $64.5M | 0.84% |
| 52 | FABRINET | FN | 138,100 | $62.9M | 0.82% |
| 53 | GLOBUS MED INC | GMED | 717,323 | $62.6M | 0.82% |
| 54 | MAXIMUS INC | MMS | 719,847 | $62.1M | 0.81% |
| 55 | TOAST INC | TOST | 1,749,414 | $62.1M | 0.81% |
| 56 | GENIUS SPORTS LIMITED | GENI | 5,624,316 | $62.0M | 0.81% |
| 57 | ACADEMY SPORTS & OUTDOORS IN | ASO | 1,233,834 | $61.6M | 0.80% |
| 58 | TYLER TECHNOLOGIES INC | TYL | 135,524 | $61.5M | 0.80% |
| 59 | TEXAS ROADHOUSE INC | TXRH | 370,225 | $61.5M | 0.80% |
| 60 | PTC INC | PTC | 343,886 | $59.9M | 0.78% |
| 61 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 563,210 | $57.1M | 0.74% |
| 62 | VARONIS SYS INC | VRNS | 1,690,349 | $55.4M | 0.72% |
| 63 | SITEONE LANDSCAPE SUPPLY INC | SITE | 437,599 | $54.5M | 0.71% |
| 64 | TRADEWEB MKTS INC | 892672106 | 489,841 | $52.7M | 0.69% |
| 65 | SPORTRADAR GROUP AG | SRAD | 2,214,678 | $52.6M | 0.69% |
| 66 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 355,653 | $51.2M | 0.67% |
| 67 | HUBBELL INC | HUBB | 114,255 | $50.7M | 0.66% |
| 68 | XOMETRY INC | XMTR | 842,987 | $50.1M | 0.65% |
| 69 | AAON INC | AAON | 636,296 | $48.5M | 0.63% |
| 70 | DYNATRACE INC | DT | 1,104,704 | $47.9M | 0.62% |
| 71 | AXON ENTERPRISE INC | AXON | 83,224 | $47.3M | 0.62% |
| 72 | MAGNOLIA OIL & GAS CORP | MGY | 2,154,579 | $47.2M | 0.61% |
| 73 | RUBRIK INC. | RBRK | 595,851 | $45.6M | 0.59% |
| 74 | ILLUMINA INC | ILMN | 342,571 | $44.9M | 0.59% |
| 75 | INSTALLED BLDG PRODS INC | 45780R101 | 171,468 | $44.5M | 0.58% |
| 76 | JAMES HARDIE INDS PLC | G4253H101 | 2,126,724 | $44.1M | 0.57% |
| 77 | VIPER ENERGY INC | VNOM | 1,138,230 | $44.0M | 0.57% |
| 78 | BLOOM ENERGY CORP | BE | 499,823 | $43.4M | 0.57% |
| 79 | BRAZE INC | BRZE | 1,233,143 | $42.3M | 0.55% |
| 80 | MICROCHIP TECHNOLOGY INC. | MCHPP | 654,538 | $41.7M | 0.54% |
| 81 | SAIA INC | SAIA | 127,193 | $41.5M | 0.54% |
| 82 | ZETA GLOBAL HOLDINGS CORP | ZETA | 2,040,266 | $41.5M | 0.54% |
| 83 | BALCHEM CORP | BCPC | 267,455 | $41.0M | 0.53% |
| 84 | ANTERO RESOURCES CORP | AR | 1,187,970 | $40.9M | 0.53% |
| 85 | SCHRODINGER INC | SDGR | 2,250,098 | $40.2M | 0.52% |
| 86 | INSULET CORP | PODD | 141,052 | $40.1M | 0.52% |
| 87 | COGNEX CORP | CGNX | 1,104,783 | $39.8M | 0.52% |
| 88 | ASTERA LABS INC | ALAB | 238,777 | $39.7M | 0.52% |
| 89 | GENERAC HLDGS INC | GNRC | 291,143 | $39.7M | 0.52% |
| 90 | SAILPOINT INC | SAIL | 1,917,324 | $38.8M | 0.51% |
| 91 | NUTANIX INC | NTNX | 750,188 | $38.8M | 0.51% |
| 92 | HUNT J B TRANS SVCS INC | 445658107 | 198,976 | $38.7M | 0.50% |
| 93 | SILICON LABORATORIES INC | SLAB | 294,343 | $38.5M | 0.50% |
| 94 | OKTA INC | OKTA | 437,635 | $37.8M | 0.49% |
| 95 | PENUMBRA INC | PEN | 120,815 | $37.6M | 0.49% |
| 96 | SENTINELONE INC | S | 2,397,116 | $36.0M | 0.47% |
| 97 | AZENTA INC | AZTA | 1,072,039 | $35.7M | 0.46% |
| 98 | LEONARDO DRS INC | DRS | 1,020,223 | $34.8M | 0.45% |
| 99 | AMBARELLA INC | AMBA | 476,948 | $33.8M | 0.44% |
| 100 | ARCHROCK INC | AROC | 1,264,576 | $32.9M | 0.43% |
| 101 | BULLISH | BLSH | 850,248 | $32.2M | 0.42% |
| 102 | PROCORE TECHNOLOGIES INC | PCOR | 440,585 | $32.0M | 0.42% |
| 103 | EXACT SCIENCES CORP | 30063P105 | 314,906 | $32.0M | 0.42% |
| 104 | REDDIT INC | RDDT | 131,922 | $30.3M | 0.39% |
| 105 | VSE CORP | VSECU | 173,943 | $30.1M | 0.39% |
| 106 | EZCORP INC | EZPW | 1,540,046 | $29.9M | 0.39% |
| 107 | NLIGHT INC | LASR | 760,729 | $28.5M | 0.37% |
| 108 | ROSS STORES INC | ROST | 158,065 | $28.5M | 0.37% |
| 109 | POWER INTEGRATIONS INC | POWI | 747,929 | $26.6M | 0.35% |
| 110 | COHERENT CORP | COHR | 143,793 | $26.5M | 0.35% |
| 111 | TENABLE HLDGS INC | 88025T102 | 1,100,446 | $25.9M | 0.34% |
| 112 | POOL CORP | POOL | 107,694 | $24.6M | 0.32% |
| 113 | POWELL INDS INC | 739128106 | 76,819 | $24.5M | 0.32% |
| 114 | TERADYNE INC | TER | 112,874 | $21.8M | 0.28% |
| 115 | CADENCE DESIGN SYSTEM INC | CDNS | 69,497 | $21.7M | 0.28% |
| 116 | KORNIT DIGITAL LTD | KRNT | 1,475,945 | $21.2M | 0.28% |
| 117 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,367,051 | $20.6M | 0.27% |
| 118 | MONGODB INC | MDB | 48,983 | $20.6M | 0.27% |
| 119 | L3HARRIS TECHNOLOGIES INC | LHX | 68,255 | $20.0M | 0.26% |
| 120 | FASTENAL CO | FAST | 490,661 | $19.7M | 0.26% |
| 121 | VISTRA CORP | VST | 121,508 | $19.6M | 0.26% |
| 122 | AMICUS THERAPEUTICS INC | FOLD | 1,351,814 | $19.2M | 0.25% |
| 123 | MIRION TECHNOLOGIES INC | MIR | 809,943 | $19.0M | 0.25% |
| 124 | ROBINHOOD MKTS INC | 770700102 | 166,295 | $18.8M | 0.24% |
| 125 | DUTCH BROS INC | BROS | 304,281 | $18.6M | 0.24% |
| 126 | MAGNITE INC | MGNI | 1,128,578 | $18.3M | 0.24% |
| 127 | DESCARTES SYS GROUP INC | 249906108 | 207,652 | $18.2M | 0.24% |
| 128 | RAMBUS INC DEL | RMBS | 193,702 | $17.8M | 0.23% |
| 129 | COPART INC | CPRT | 452,519 | $17.7M | 0.23% |
| 130 | MONTROSE ENVIRONMENTAL GROUP | MEG | 704,702 | $17.5M | 0.23% |
| 131 | BAKER HUGHES COMPANY | BKR | 372,808 | $17.0M | 0.22% |
| 132 | MARVELL TECHNOLOGY INC | MRVL | 189,314 | $16.1M | 0.21% |
| 133 | SPOTIFY TECHNOLOGY S A | SPOT | 26,814 | $15.6M | 0.20% |
| 134 | AGILYSYS INC | AGYS | 130,954 | $15.6M | 0.20% |
| 135 | BIOLIFE SOLUTIONS INC | BLFS | 606,887 | $14.7M | 0.19% |
| 136 | HUB GROUP INC | HUBG | 331,319 | $14.1M | 0.18% |
| 137 | VIRTU FINL INC | 928254101 | 404,929 | $13.5M | 0.18% |
| 138 | VEEVA SYS INC | VEEV | 57,349 | $12.8M | 0.17% |
| 139 | KEYSIGHT TECHNOLOGIES INC | KEYS | 59,171 | $12.0M | 0.16% |
| 140 | SOLARIS ENERGY INFRAS INC | SEI | 247,578 | $11.4M | 0.15% |
| 141 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 1,441,698 | $11.4M | 0.15% |
| 142 | GLOBAL E ONLINE LTD | GLBE | 276,971 | $10.9M | 0.14% |
| 143 | DIAMONDBACK ENERGY INC | FANG | 71,889 | $10.8M | 0.14% |
| 144 | LINDSAY CORP | LNN | 91,587 | $10.8M | 0.14% |
| 145 | MONOLITHIC PWR SYS INC | 609839105 | 11,836 | $10.7M | 0.14% |
| 146 | AUTODESK INC | ADSK | 35,759 | $10.6M | 0.14% |
| 147 | HENRY SCHEIN INC | HSIC | 138,996 | $10.5M | 0.14% |
| 148 | GULFPORT ENERGY CORP | GPOR | 49,964 | $10.4M | 0.14% |
| 149 | PAR TECHNOLOGY CORP | PAR | 282,790 | $10.3M | 0.13% |
| 150 | IMPINJ INC | PI | 58,326 | $10.1M | 0.13% |
| 151 | PALO ALTO NETWORKS INC | PANW | 54,028 | $10.0M | 0.13% |
| 152 | SIMULATIONS PLUS INC | SLP | 513,728 | $9.4M | 0.12% |
| 153 | TITAN MACHY INC | KMCM | 559,589 | $8.4M | 0.11% |
| 154 | NETSKOPE INC | NTSK | 449,622 | $7.9M | 0.10% |
| 155 | HEALTHSTREAM INC | HSTM | 315,291 | $7.3M | 0.09% |
| 156 | FORTINET INC | FTNT | 90,450 | $7.2M | 0.09% |
| 157 | CROWDSTRIKE HLDGS INC | CRWD | 14,895 | $7.0M | 0.09% |
| 158 | VIA TRANSN INC | 92556W104 | 234,211 | $6.8M | 0.09% |
| 159 | REVOLVE GROUP INC | RVLV | 203,517 | $6.1M | 0.08% |
| 160 | AXOGEN INC | AXGN | 154,085 | $5.0M | 0.07% |
| 161 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 174,228 | $5.0M | 0.07% |
| 162 | NVIDIA CORPORATION | NVDA | 4,526 | $844,099 | 0.01% |
| 163 | MICROSOFT CORP | MSFT | 1,743 | $842,950 | 0.01% |
| 164 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,591 | $787,379 | 0.01% |
| 165 | AMAZON COM INC | AMZN | 2,488 | $574,280 | 0.01% |
| 166 | ALPHABET INC | GOOG | 1,750 | $547,750 | 0.01% |
| 167 | PALANTIR TECHNOLOGIES INC | PLTR | 2,549 | $453,085 | 0.01% |
| 168 | META PLATFORMS INC | META | 561 | $370,310 | 0.00% |
| 169 | SHOPIFY INC | SHOP | 2,027 | $326,286 | 0.00% |
| 170 | MERCADOLIBRE INC | MELI | 160 | $322,282 | 0.00% |
| 171 | ASML HOLDING N V | ASMLF | 254 | $271,744 | 0.00% |
| 172 | TJX COS INC NEW | 872540109 | 1,735 | $266,513 | 0.00% |
| 173 | RTX CORPORATION | RTX | 1,383 | $253,642 | 0.00% |
| 174 | CME GROUP INC | CME | 821 | $224,199 | 0.00% |
| 175 | INTUITIVE SURGICAL INC | ISRG | 387 | $219,181 | 0.00% |
| 176 | TESLA INC | TSLA | 485 | $218,114 | 0.00% |