Stephens Investment Management Group LLC Top Holdings and 13F Report (2026) About Stephens Investment Management Group LLCInvestment ActivityStephens Investment Management Group LLC has $7.30 billion in total holdings as of March 31, 2026.Stephens Investment Management Group LLC owns shares of 173 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 9.42% of the portfolio was purchased this quarter.About 11.25% of the portfolio was sold this quarter.This quarter, Stephens Investment Management Group LLC has purchased 176 new stocks and bought additional shares in 63 stocks.Stephens Investment Management Group LLC sold shares of 91 stocks and completely divested from 12 stocks this quarter.Largest Holdings FirstCash $156,459,428RBC Bearings $143,947,439Five Below $131,620,702Vertiv $122,713,787MACOM Technology Solutions $114,548,147 Largest New Holdings this Quarter 724078209 - PIPER SANDLER COMPANIES $85,727,426 HoldingM6191J100 - JFrog $41,955,655 Holding683344105 - Onto Innovation $27,760,121 Holding82982T106 - SiTime $24,134,785 Holding34631F102 - FORGENT POWER SOLUTIONS INC $23,574,556 Holding Largest Purchases this Quarter PIPER SANDLER COMPANIES 1,119,888 shares (about $85.73M)Leonardo DRS 1,098,108 shares (about $48.89M)JFrog 894,005 shares (about $41.96M)Onto Innovation 135,369 shares (about $27.76M)Ollie's Bargain Outlet 277,870 shares (about $25.58M) Largest Sales this Quarter Ciena 140,341 shares (about $54.48M)KARMAN HLDGS INC 458,939 shares (about $36.74M)Kinsale Capital Group 85,118 shares (about $29.08M)Vertiv 110,944 shares (about $27.80M)Burlington Stores 69,075 shares (about $22.48M) 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 PortfolioSectorFCFSFirstCash$156,459,428$2,821,880 â–¼-1.8%832,2312.1%Business ServicesRBCRBC Bearings$143,947,439$3,947,939 â–¼-2.7%265,0382.0%IndustrialsFIVEFive Below$131,620,702$11,148,225 â–¼-7.8%576,0711.8%Retail/WholesaleVRTVertiv$122,713,787$27,800,348 â–¼-18.5%489,7191.7%Computer and TechnologyMTSIMACOM Technology Solutions$114,548,147$5,604,825 â–¼-4.7%515,8201.6%Computer and TechnologyBWXTBWX Technologies$114,233,431$523,290 â–¼-0.5%558,6261.6%AerospaceEXELExelixis$108,275,805$639,962 â–¼-0.6%2,524,5001.5%MedicalFTITechnipFMC$106,657,635$7,674,121 â–¼-6.7%1,542,8561.5%EnergyOLLIOllie's Bargain Outlet$103,660,510$25,575,155 â–²32.8%1,126,2551.4%Consumer StaplesBURLBurlington Stores$100,807,279$22,475,623 â–¼-18.2%309,8141.4%Retail/WholesaleLGNDLigand Pharmaceuticals$98,760,866$1,271,771 â–¼-1.3%494,6701.4%MedicalDRSLeonardo DRS$94,308,096$48,887,768 â–²107.6%2,118,3311.3%AerospaceECPGEncore Capital Group$91,231,589$320,519 â–¼-0.4%1,301,0781.3%FinanceAVAVAeroVironment$89,772,479$14,208,158 â–²18.8%490,4261.2%AerospaceRGENRepligen$89,021,375$11,600,557 â–²15.0%755,5711.2%MedicalPIPER SANDLER COMPANIES$85,727,426$85,727,426 â–²New Holding1,119,8881.2%COM NEWPLMRPalomar$85,432,223$2,461,342 â–²3.0%714,9141.2%FinanceLYVLive Nation Entertainment$84,311,493$335,522 â–¼-0.4%552,8261.2%Consumer DiscretionaryEXPAND ENERGY CORPORATION$83,334,108$308,482 â–¼-0.4%759,1011.1%COMHEI.AHeico$82,821,584$2,508,171 â–¼-2.9%392,3521.1%AerospaceRYANRyan Specialty$81,797,130$16,709,499 â–²25.7%2,424,3371.1%FinanceLSCCLattice Semiconductor$81,499,307$423,078 â–¼-0.5%878,6041.1%Computer and TechnologyHALOHalozyme Therapeutics$78,762,513$322,956 â–¼-0.4%1,218,6681.1%MedicalGWREGuidewire Software$78,491,780$2,282,286 â–²3.0%524,8181.1%Computer and TechnologyMEDPMedpace$78,173,491$20,974,699 â–²36.7%162,7971.1%MedicalEVREvercore$77,555,286$4,401,828 â–²6.0%259,8081.1%FinanceTTWOTake-Two Interactive Software$75,583,448$284,598 â–¼-0.4%382,7011.0%Consumer DiscretionaryVRSKVerisk Analytics$75,414,999$9,344,808 â–²14.1%397,4441.0%Business ServicesVIKING HOLDINGS LTD$70,034,964$222,718 â–¼-0.3%953,1161.0%ORD SHSFNFabrinet$70,033,878$1,988,034 â–¼-2.8%134,2881.0%Computer and TechnologySUPNSupernus Pharmaceuticals$69,850,299$2,852,823 â–¼-3.9%1,351,3311.0%MedicalTSCOTractor Supply$68,713,803$6,972,621 â–²11.3%1,516,8610.9%Retail/WholesaleMGYMagnolia Oil & Gas$68,573,828$553,769 â–²0.8%2,172,1200.9%EnergyDXCMDexCom$67,476,402$1,988,499 â–²3.0%1,074,4650.9%MedicalBEBloom Energy$67,399,501$321,518 â–¼-0.5%497,4500.9%EnergyMANHManhattan Associates$66,916,495$9,036,052 â–²15.6%502,6780.9%Computer and TechnologyTXRHTexas Roadhouse$66,716,560$5,577,604 â–²9.1%404,0000.9%Retail/WholesaleICLRIcon$66,304,816$6,216,879 â–²10.3%599,1760.9%MedicalIRTCiRhythm Technologies$66,271,771$4,981,034 â–²8.1%561,5300.9%MedicalKARMAN HLDGS INC$64,851,467$36,738,067 â–¼-36.2%810,1370.9%COMMON STOCKCIENCiena$64,512,567$54,484,586 â–¼-45.8%166,1710.9%Computer and TechnologyEVERPURE INC$63,863,568$306,359 â–¼-0.5%1,081,7000.9%CL ABOOTBoot Barn$63,225,764$354,777 â–¼-0.6%431,9880.9%Retail/WholesaleKTOSKratos Defense & Security Solutions$62,678,807$20,472,790 â–¼-24.6%888,9350.9%AerospaceTWTradeweb Markets$62,341,798$4,707,106 â–²8.2%529,8470.9%FinanceGMEDGlobus Medical$61,578,638$225,912 â–¼-0.4%714,7010.8%MedicalHUBBHubbell$61,483,342$5,413,844 â–²9.7%125,2870.8%IndustrialsRMDResMed$61,182,697$187,441 â–¼-0.3%272,5530.8%MedicalROKRockwell Automation$59,224,890$264,136 â–¼-0.4%165,0270.8%Computer and TechnologySITESiteOne Landscape Supply$58,035,694$213,109 â–¼-0.4%435,9980.8%IndustrialsVIPER ENERGY INC$57,878,899$4,393,471 â–²8.2%1,231,7280.8%CL ATECHBio-Techne$57,698,019$292,708 â–¼-0.5%1,104,0570.8%MedicalIDXXIDEXX Laboratories$57,367,283$2,649,311 â–²4.8%102,0970.8%MedicalHQYHealthEquity$57,213,610$3,473,671 â–¼-5.7%684,6190.8%MedicalASOAcademy Sports and Outdoors$56,726,887$12,923,042 â–¼-18.6%1,004,9050.8%Consumer DiscretionaryGNRCGenerac$56,524,986$343,976 â–¼-0.6%289,3820.8%IndustrialsCGNXCognex$53,813,604$309,715 â–¼-0.6%1,098,4610.7%Computer and TechnologyTVTXTravere Therapeutics$53,432,425$2,283,006 â–²4.5%1,798,4660.7%MedicalTOSTToast$53,255,170$6,878,205 â–²14.8%2,008,8710.7%Computer and TechnologyAAONAAON$52,472,934$180,561 â–¼-0.3%634,1140.7%ConstructionSRADSportradar Group$52,166,812$15,093,102 â–²40.7%3,116,2970.7%Consumer DiscretionaryVSECVSE$50,473,968$18,398,879 â–²57.4%273,7200.7%ConstructionARAntero Resources$50,118,033$299,414 â–¼-0.6%1,180,9150.7%EnergySAIASaia$49,644,997$4,964,640 â–²11.1%141,3260.7%TransportationTYLTyler Technologies$49,070,586$2,669,879 â–²5.8%143,3220.7%Computer and TechnologyILMNIllumina$47,991,774$5,766,473 â–²13.7%389,3540.7%MedicalBFAMBright Horizons Family Solutions$45,941,715$314,722 â–¼-0.7%559,3780.6%Business ServicesMMSMaximus$45,920,535$221,658 â–¼-0.5%716,3890.6%Business ServicesIBPInstalled Building Products$45,289,741$174,999 â–¼-0.4%170,8080.6%ConstructionJBHTJ.B. Hunt Transport Services$45,213,527$3,050,512 â–²7.2%213,3720.6%TransportationBCPCBalchem$45,096,255$232,018 â–¼-0.5%266,0860.6%Basic MaterialsDOMINOS PIZZA INC$45,087,345$19,915,356 â–¼-30.6%125,6650.6%COMAXONAxon Enterprise$43,949,469$8,605,069 â–²24.3%103,4860.6%AerospaceAROCArchrock$43,845,390$161,855 â–¼-0.4%1,259,9250.6%EnergyVRNSVaronis Systems$42,784,557$6,492,764 â–²17.9%1,992,7600.6%Computer and TechnologyMCHPMicrochip Technology$42,121,197$168,503 â–¼-0.4%651,9300.6%Computer and TechnologyBULLISH$42,111,342$11,731,981 â–²38.6%1,178,5990.6%ORD SHSSLABSilicon Laboratories$42,052,336$19,215,159 â–¼-31.4%202,0290.6%Computer and TechnologyKNSLKinsale Capital Group$42,009,489$29,081,416 â–¼-40.9%122,9570.6%FinanceFROGJFrog$41,955,655$41,955,655 â–²New Holding894,0050.6%Computer and TechnologyDTDynatrace$40,746,783$105,171 â–¼-0.3%1,101,8600.6%Computer and TechnologyCRDOCredo Technology Group$40,708,415$7,323,268 â–²21.9%433,6680.6%Computer and TechnologyJAMES HARDIE INDS PLC$40,128,803$151,350 â–¼-0.4%2,118,7330.6%ORD SHSPTCPTC$38,912,309$10,088,007 â–¼-20.6%273,0880.5%Computer and TechnologySAILPOINT INC$38,339,068$12,953,698 â–²51.0%2,895,7000.5%COMPOWIPower Integrations$38,152,653$141,312 â–¼-0.4%745,1690.5%Computer and TechnologyPODDInsulet$37,290,037$7,691,685 â–²26.0%177,7070.5%MedicalEZPWEZCORP$36,406,443$2,679,925 â–¼-6.9%1,434,4540.5%FinanceCSGPCoStar Group$35,195,157$9,782,813 â–¼-21.8%872,4630.5%Computer and TechnologyRMBSRambus$35,081,571$18,417,388 â–²110.5%407,7830.5%Computer and TechnologyOKTAOkta$34,933,623$487,372 â–²1.4%443,8270.5%Computer and TechnologyMDBMongoDB$34,519,179$22,529,610 â–²187.9%141,0270.5%Computer and TechnologyRUBRIK INC.$34,249,079$5,070,256 â–²17.4%699,3890.5%CL AROSTRoss Stores$33,693,547$548,074 â–¼-1.6%155,5350.5%Retail/WholesaleGENIGenius Sports$33,660,730$8,745,010 â–²35.1%7,598,3590.5%Computer and TechnologyBRZEBraze$32,368,979$3,254,473 â–²11.2%1,370,9860.4%Computer and TechnologyPOWLPowell Industries$32,344,139$9,221,085 â–¼-22.2%59,7770.4%IndustrialsZETA GLOBAL HOLDINGS CORP$32,312,346$168,688 â–¼-0.5%2,029,6700.4%CL AXMTRXometry$31,802,925$2,624,664 â–¼-7.6%778,7200.4%IndustrialsPCORProcore Technologies$30,960,063$5,846,718 â–²23.3%543,1590.4%Computer and TechnologyShowing largest 100 holdings. 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