Stephens Investment Management Group LLC Top Holdings and 13F Report (2025) About Stephens Investment Management Group LLCInvestment ActivityStephens Investment Management Group LLC has $6.93 billion in total holdings as of March 31, 2025.Stephens Investment Management Group LLC owns shares of 167 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 8.40% of the portfolio was purchased this quarter.About 9.39% of the portfolio was sold this quarter.This quarter, Stephens Investment Management Group LLC has purchased 171 new stocks and bought additional shares in 98 stocks.Stephens Investment Management Group LLC sold shares of 50 stocks and completely divested from 12 stocks this quarter.Largest Holdings Guidewire Software $141,442,561CyberArk Software $123,917,222Ryan Specialty $121,333,469Kratos Defense & Security Solutions $114,616,434HEICO $114,454,601 Largest New Holdings this Quarter 03674X106 - Antero Resources $48,314,153 Holding268150109 - Dynatrace $26,718,679 Holding78781J109 - SAILPOINT INC $23,212,763 Holding91332U101 - Unity Software $16,174,856 Holding82900L102 - Simply Good Foods $14,508,943 Holding Largest Purchases this Quarter Antero Resources 1,194,712 shares (about $48.31M)Wingstop 178,041 shares (about $40.16M)Dynatrace 566,674 shares (about $26.72M)AeroVironment 221,948 shares (about $26.45M)Tractor Supply 453,986 shares (about $25.01M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 274,191 shares (about $23.14M)Tradeweb Markets 129,704 shares (about $19.26M)CyberArk Software 43,186 shares (about $14.60M)Diamondback Energy 82,724 shares (about $13.23M)Kratos Defense & Security Solutions 395,950 shares (about $11.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStephens Investment Management Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGWREGuidewire Software$141,442,561$1,595,183 ▲1.1%754,9242.0%Computer and TechnologyCYBRCyberArk Software$123,917,222$14,596,868 ▼-10.5%366,6191.8%Computer and TechnologyRYANRyan Specialty$121,333,469$2,580,427 ▲2.2%1,642,5271.8%FinanceKTOSKratos Defense & Security Solutions$114,616,434$11,755,756 ▼-9.3%3,860,4391.7%AerospaceHEI.AHEICO$114,454,601$493,459 ▲0.4%542,5161.7%AerospaceEXELExelixis$111,371,543$2,638,192 ▼-2.3%3,016,5641.6%MedicalFTITechnipFMC$109,000,766$883,644 ▲0.8%3,439,5951.6%EnergyCHKChesapeake Energy$108,047,971$6,340,453 ▼-5.5%970,6071.6%EnergyTWTradeweb Markets$107,176,689$19,255,856 ▼-15.2%721,9231.5%FinanceFCFSFirstCash$106,944,507$13,517,832 ▲14.5%888,8341.5%Business ServicesBRBRBellRing Brands$103,564,701$3,965,367 ▼-3.7%1,390,8771.5%MedicalTTWOTake-Two Interactive Software$103,196,200$9,618,680 ▼-8.5%497,9311.5%Consumer DiscretionaryWINGWingstop$100,744,254$40,162,489 ▲66.3%446,6011.5%Retail/WholesaleBURLBurlington Stores$99,327,364$4,276,117 ▲4.5%416,7641.4%Retail/WholesaleRBCRBC Bearings$98,540,775$389,663 ▲0.4%306,2461.4%IndustrialsVRSKVerisk Analytics$97,808,646$2,130,662 ▲2.2%328,6361.4%Business ServicesHQYHealthEquity$94,506,943$1,679,825 ▲1.8%1,069,4461.4%MedicalOLLIOllie's Bargain Outlet$94,168,054$11,077,937 ▲13.3%809,2821.4%Consumer StaplesDOMINOS PIZZA INC$93,095,137$6,890,831 ▲8.0%202,6231.3%COMPLMRPalomar$92,325,985$838,244 ▼-0.9%673,5191.3%FinanceKNSLKinsale Capital Group$92,318,179$8,585,564 ▲10.3%189,6781.3%FinanceLYVLive Nation Entertainment$91,764,312$1,352,417 ▲1.5%702,7441.3%Consumer DiscretionaryAVAVAeroVironment$91,000,254$26,453,982 ▲41.0%763,4891.3%AerospaceAXONAxon Enterprise$89,144,843$9,794,767 ▼-9.9%169,4931.3%AerospaceTYLTyler Technologies$87,339,313$1,742,426 ▲2.0%150,2251.3%Computer and TechnologyHALOHalozyme Therapeutics$85,312,311$637,015 ▼-0.7%1,336,9741.2%MedicalEAElectronic Arts$84,993,368$9,384,406 ▲12.4%588,1081.2%Consumer DiscretionaryRMDResMed$80,134,942$5,704,817 ▲7.7%357,9851.2%MedicalBFAMBright Horizons Family Solutions$77,854,558$7,001,810 ▲9.9%612,8351.1%Business ServicesMANHManhattan Associates$77,385,911$8,076,296 ▼-9.5%447,2141.1%Computer and TechnologyICLRICON Public$75,039,912$1,356,872 ▲1.8%428,8241.1%MedicalVIPER ENERGY INC$70,116,776$12,250,866 ▲21.2%1,552,9741.0%CL ARGENRepligen$68,651,324$348,765 ▲0.5%539,5421.0%MedicalTOSTToast$67,893,285$1,111,527 ▲1.7%2,046,8281.0%Computer and TechnologyVRNSVaronis Systems$64,904,371$8,323,841 ▲14.7%1,604,5580.9%Computer and TechnologyLGNDLigand Pharmaceuticals$63,843,321$584,578 ▼-0.9%607,2220.9%MedicalTSCOTractor Supply$63,625,127$25,014,629 ▲64.8%1,154,7210.9%Retail/WholesalePIPRPiper Sandler Companies$62,040,564$8,904,120 ▲16.8%250,5070.9%FinanceMGYMagnolia Oil & Gas$60,976,655$7,410,653 ▼-10.8%2,413,9610.9%EnergyPTCPTC$59,998,809$1,191,101 ▲2.0%387,2140.9%Computer and TechnologyCSGPCoStar Group$58,538,056$9,948,753 ▲20.5%738,8370.8%Computer and TechnologyDXCMDexCom$57,437,626$9,366,998 ▲19.5%841,0840.8%MedicalSITESiteOne Landscape Supply$57,229,936$54,527 ▲0.1%471,2610.8%IndustrialsEVREvercore$56,971,528$16,499,868 ▲40.8%285,2570.8%FinanceSUPNSupernus Pharmaceuticals$56,935,286$444,942 ▼-0.8%1,738,4820.8%MedicalIRTCiRhythm Technologies$54,494,524$1,848,335 ▲3.5%520,5820.8%MedicalFIVEFive Below$53,255,343$6,923,819 ▲14.9%710,7820.8%Retail/WholesaleOKTAOkta$52,517,933$4,926,190 ▲10.4%499,1250.8%Computer and TechnologyHOODRobinhood Markets$52,029,994$5,651,746 ▲12.2%1,250,1200.8%FinanceBWXTBWX Technologies$51,665,175$7,336,206 ▲16.5%523,7220.7%Computer and TechnologyPSTGPure Storage$50,587,196$553,375 ▲1.1%1,142,6970.7%Computer and TechnologyBOOTBoot Barn$50,039,497$16,994,889 ▲51.4%465,7870.7%Retail/WholesaleMTSIMACOM Technology Solutions$50,019,454$300,839 ▼-0.6%498,3010.7%Computer and TechnologyVRTVertiv$48,320,500$10,910,214 ▼-18.4%669,2590.7%Computer and TechnologyARAntero Resources$48,314,153$48,314,153 ▲New Holding1,194,7120.7%EnergyTECHBio-Techne$47,947,673$4,873,677 ▲11.3%817,8010.7%MedicalROKRockwell Automation$47,585,069$1,205,084 ▲2.6%184,1670.7%Computer and TechnologyHOLXHologic$47,249,788$1,074,551 ▲2.3%764,9310.7%MedicalGMEDGlobus Medical$47,218,172$4,954,688 ▲11.7%645,0570.7%MedicalAAONAAON$47,095,983$324,552 ▼-0.7%602,7900.7%ConstructionIDXXIDEXX Laboratories$46,787,469$1,160,322 ▲2.5%111,4120.7%MedicalLSCCLattice Semiconductor$46,549,585$479,236 ▲1.0%887,5040.7%Computer and TechnologyCWANClearwater Analytics$46,102,512$12,090,069 ▲35.5%1,720,2430.7%Computer and TechnologyBCPCBalchem$45,764,042$537,840 ▼-1.2%275,6870.7%Basic MaterialsAZEKAZEK$45,117,990$429,743 ▼-0.9%922,8470.7%ConstructionASOAcademy Sports and Outdoors$43,333,879$437,126 ▼-1.0%950,0960.6%Consumer DiscretionaryTREXTrex$43,308,553$147,458 ▲0.3%745,4140.6%ConstructionHUBBHubbell$42,410,418$905,701 ▲2.2%128,1630.6%IndustrialsNTNXNutanix$41,970,261$3,957,599 ▲10.4%601,2070.6%Computer and TechnologyMEDPMedpace$41,705,053$774,827 ▼-1.8%136,8770.6%MedicalCIENCiena$41,142,980$530,394 ▲1.3%680,8370.6%Computer and TechnologyECPGEncore Capital Group$39,232,226$240,303 ▲0.6%1,144,4640.6%FinanceSDGRSchrödinger$38,886,635$7,151,506 ▲22.5%1,969,9410.6%MedicalSAIASaia$38,121,415$3,029,558 ▲8.6%109,0960.6%TransportationMCHPMicrochip Technology$37,511,505$4,328,629 ▲13.0%774,8710.5%Computer and TechnologyPOWIPower Integrations$37,318,288$8,712,765 ▲30.5%738,9760.5%Computer and TechnologyPOOLPool$37,273,373$783,141 ▲2.1%117,0830.5%Consumer DiscretionarySSentinelOne$36,058,576$3,737,990 ▲11.6%1,983,4200.5%Computer and TechnologyGTLBGitLab$34,981,113$1,530,790 ▲4.6%744,2790.5%Computer and TechnologyONTOOnto Innovation$34,881,852$232,730 ▼-0.7%287,4720.5%Computer and TechnologyGLOBGlobant$34,304,785$464,170 ▲1.4%291,4100.5%Computer and TechnologyMNDYmonday.com$33,927,142$1,581,026 ▲4.9%139,5260.5%Computer and TechnologySGSweetgreen$33,897,546$11,609,605 ▲52.1%1,354,8180.5%Retail/WholesaleTENBTenable$33,412,441$280,645 ▼-0.8%955,1870.5%Computer and TechnologySPOTSpotify Technology$33,340,068$7,858,279 ▼-19.1%60,6150.5%Business ServicesJBHTJ.B. Hunt Transport Services$32,900,825$820,975 ▲2.6%222,3780.5%TransportationCPRTCopart$32,884,789$1,793,563 ▲5.8%581,1060.5%Business ServicesTNDMTandem Diabetes Care$32,704,491$2,895,191 ▲9.7%1,706,9150.5%MedicalSLABSilicon Laboratories$32,156,859$207,917 ▼-0.6%285,6610.5%Computer and TechnologyIBPInstalled Building Products$31,764,851$297,997 ▼-0.9%185,2610.5%ConstructionPODDInsulet$31,442,821$11,489,188 ▲57.6%119,7320.5%MedicalGNRCGenerac$31,078,010$540,922 ▲1.8%245,3850.4%IndustrialsFNFabrinet$31,064,768$5,717,520 ▲22.6%157,2820.4%Computer and TechnologyMMSMaximus$31,033,746$371,704 ▼-1.2%455,1070.4%Business ServicesCGNXCognex$30,988,687$332,217 ▲1.1%1,038,8430.4%Computer and TechnologyBRZEBraze$28,924,254$1,060,824 ▲3.8%801,6700.4%Computer and TechnologyAZTAAzenta$27,843,667$3,747,702 ▲15.6%803,8010.4%MedicalDTDynatrace$26,718,679$26,718,679 ▲New Holding566,6740.4%Computer and TechnologyKRNTKornit Digital$25,823,101$211,616 ▲0.8%1,353,4120.4%IndustrialsREDDIT INC$25,659,694$11,717,750 ▲84.0%244,6110.4%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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