Stephens Investment Management Group LLC Top Holdings and 13F Report (2026) About Stephens Investment Management Group LLCInvestment ActivityStephens Investment Management Group LLC has $9.29 billion in total holdings as of September 30, 2026.Stephens Investment Management Group LLC owns shares of 172 different stocks, but just 88 companies or ETFs make up 80% of its holdings.Approximately 10.80% of the portfolio was purchased this quarter.About 7.95% of the portfolio was sold this quarter.This quarter, Stephens Investment Management Group LLC has purchased 176 new stocks and bought additional shares in 120 stocks.Stephens Investment Management Group LLC sold shares of 38 stocks and completely divested from 12 stocks this quarter.Largest Holdings Repligen $183,487,956FirstCash $164,628,015Illumina $160,904,409Halozyme Therapeutics $155,999,616Exelixis $151,647,488 Largest New Holdings this Quarter 25402D102 - DIGITALOCEAN HLDGS INC $98,056,456 Holding04339D105 - ARXIS INC $36,109,128 Holding18915M107 - Cloudflare $21,992,548 Holding632307104 - Natera $16,425,766 Holding675232102 - Oceaneering International $12,265,440 Holding Largest Purchases this Quarter DIGITALOCEAN HLDGS INC 735,111 shares (about $98.06M)AxoGen 871,949 shares (about $36.55M)ARXIS INC 731,102 shares (about $36.11M)Amprius Technologies 3,693,816 shares (about $35.76M)Wingstop 287,914 shares (about $30.34M) Largest Sales this Quarter Tractor Supply 1,986,619 shares (about $62.16M)Palomar 372,028 shares (about $45.87M)Ryan Specialty 1,051,247 shares (about $38.90M)Evercore 147,136 shares (about $37.89M)Credo Technology Group 190,528 shares (about $37.11M) 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 PortfolioSectorRGENRepligen$183,487,956$3,352,299 ▲1.9%954,5232.0%HealthcareFCFSFirstCash$164,628,015$7,127,534 ▲4.5%779,3781.8%FinanceILMNIllumina$160,904,409$13,684,821 ▲9.3%587,9291.7%HealthcareHALOHalozyme Therapeutics$155,999,616$2,232,398 ▲1.5%1,413,0401.7%HealthcareEXELExelixis$151,647,488$6,644,254 ▼-4.2%2,596,2591.6%HealthcareTWSTTwist Bioscience$150,808,168$2,522,748 ▲1.7%780,4191.6%HealthcareLGNDLigand Pharmaceuticals$139,360,752$9,205,232 ▼-6.2%446,1401.5%HealthcareEVERPURE INC$138,714,161$11,927,005 ▼-7.9%1,060,6681.5%CL AOKTAOkta$138,641,603$3,666,953 ▲2.7%663,0081.5%TechnologyRBCRBC Bearings$134,933,382$1,499,188 ▲1.1%270,2831.5%IndustrialsICLRIcon$131,104,108$8,666,940 ▲7.1%771,2461.4%HealthcareOLLIOllie's Bargain Outlet$128,212,911$9,532,245 ▲8.0%1,496,9401.4%Consumer DiscretionaryMANHManhattan Associates$123,927,799$3,431,152 ▲2.8%623,6931.3%TechnologyFTITechnipFMC$116,997,294$1,930,354 ▲1.7%1,722,5751.3%EnergyLSCCLattice Semiconductor$112,578,006$4,719,041 ▲4.4%896,1791.2%TechnologyMEDPMedpace$111,550,953$4,248,169 ▼-3.7%178,7161.2%HealthcareTVTXTravere Therapeutics$110,499,095$81,196 ▲0.1%1,876,6831.2%HealthcareDXCMDexCom$109,691,330$5,750,452 ▲5.5%1,271,1941.2%HealthcareLYVLive Nation Entertainment$107,002,171$6,206,199 ▲6.2%632,0271.2%Communication ServicesFIVEFive Below$105,786,191$20,724,773 ▼-16.4%481,7881.1%Consumer DiscretionaryMTSIMACOM Technology Solutions$103,603,845$13,484,518 ▲15.0%363,7521.1%TechnologyAVAVAeroVironment$101,750,019$21,051,120 ▲26.1%715,4411.1%IndustrialsHEI.AHeico$99,551,195$4,835,116 ▲5.1%435,9971.1%IndustrialsDIGITALOCEAN HLDGS INC$98,056,456$98,056,456 ▲New Holding735,1111.1%COMBURLBurlington Stores$96,859,047$2,361,158 ▲2.5%362,5101.0%Consumer DiscretionaryVRNSVaronis Systems$93,486,370$8,954,005 ▼-8.7%1,970,2081.0%TechnologyFROGJFrog$91,944,721$6,417,740 ▼-6.5%947,4931.0%TechnologyGWREGuidewire Software$88,818,357$4,203,686 ▲5.0%622,9371.0%TechnologySAILPOINT INC$88,575,406$3,981,622 ▲4.7%4,350,4621.0%COMDRSLeonardo DRS$88,286,322$304,688 ▲0.3%2,410,2191.0%IndustrialsTTWOTake-Two Interactive Software$87,969,833$5,275,065 ▲6.4%423,9510.9%Communication ServicesKTOSKratos Defense & Security Solutions$86,766,102$18,290,317 ▲26.7%2,032,4690.9%IndustrialsHQYHealthEquity$86,425,243$21,930,826 ▲34.0%976,9980.9%HealthcareBWXTBWX Technologies$85,808,580$3,549,122 ▲4.3%626,3400.9%IndustrialsROKRockwell Automation$84,620,751$5,825,151 ▲7.4%194,3830.9%IndustrialsBEBloom Energy$84,291,662$7,600,608 ▲9.9%304,3240.9%IndustrialsXMTRXometry$82,765,349$569,686 ▲0.7%804,7190.9%IndustrialsTWTradeweb Markets$82,622,145$23,119,385 ▲38.9%819,3390.9%FinanceAXONAxon Enterprise$80,243,308$10,438,779 ▲15.0%189,9160.9%IndustrialsIRTCiRhythm Technologies$80,190,881$1,374,831 ▲1.7%705,5330.9%HealthcareWINGWingstop$79,085,348$30,337,498 ▲62.2%750,5490.9%Consumer DiscretionaryRUBRIK INC.$78,124,630$9,868,001 ▼-11.2%682,4900.8%CL ATXRHTexas Roadhouse$77,100,322$7,597,968 ▲10.9%493,1580.8%Consumer DiscretionaryPIPER SANDLER COMPANIES$75,988,204$197,448 ▲0.3%1,151,8600.8%COM NEWBOOTBoot Barn$74,663,933$16,223,574 ▲27.8%619,7720.8%Consumer DiscretionaryCGNXCognex$74,660,878$3,384,209 ▲4.7%1,231,0120.8%TechnologySITMSiTime$73,788,931$12,182,529 ▲19.8%113,1680.8%TechnologyDTDynatrace$72,142,435$4,118,536 ▲6.1%1,249,4360.8%TechnologyGNRCGenerac$71,135,958$6,101,300 ▲9.4%343,7350.8%IndustrialsGHGuardant Health$70,502,319$25,143,588 ▲55.4%395,2810.8%HealthcareSUPNSupernus Pharmaceuticals$70,501,543$6,551,807 ▲10.2%1,638,0470.8%HealthcareEXPAND ENERGY CORPORATION$69,628,538$1,125,461 ▲1.6%828,0240.7%COMZETA GLOBAL HOLDINGS CORP$69,329,614$7,272,686 ▼-9.5%2,196,0600.7%CL AMGYMagnolia Oil & Gas$68,204,765$16,057,764 ▲30.8%2,903,5660.7%EnergyHUBBHubbell$66,477,802$3,990,773 ▲6.4%146,5560.7%IndustrialsTOSTToast$66,465,054$3,550,028 ▲5.6%2,292,6890.7%FinanceVRSKVerisk Analytics$66,366,044$5,976,467 ▼-8.3%395,3890.7%IndustrialsPTGXProtagonist Therapeutics$66,007,247$26,299,936 ▲66.2%468,5020.7%HealthcareASTERA LABS INC$65,612,746$25,158,180 ▼-27.7%184,3210.7%COMONTOOnto Innovation$64,303,598$7,210,068 ▲12.6%208,9000.7%TechnologyKARMAN HLDGS INC$64,245,774$8,978,849 ▲16.2%1,981,6710.7%COMMON STOCKJBHTJ.B. Hunt Transport Services$64,210,490$3,831,031 ▲6.3%286,5900.7%IndustrialsVIRTU FINL INC$63,767,166$10,221,479 ▲19.1%1,156,0400.7%CL ABROSDutch Bros$63,026,783$26,992,309 ▲74.9%1,634,5120.7%Consumer DiscretionaryCRDOCredo Technology Group$62,670,761$37,112,949 ▼-37.2%321,7350.7%TechnologyIDXXIDEXX Laboratories$62,570,895$5,049,577 ▲8.8%119,8240.7%HealthcareMDBMongoDB$62,409,208$4,665,448 ▲8.1%179,0230.7%TechnologyRYANRyan Specialty$61,613,769$38,896,139 ▼-38.7%1,665,2370.7%FinanceNTNXNutanix$60,557,317$3,609,357 ▲6.3%860,0670.7%TechnologyVIKING HOLDINGS LTD$60,141,774$2,744,527 ▼-4.4%767,8000.6%ORD SHSMCHPMicrochip Technology$58,961,559$4,061,383 ▲7.4%758,1530.6%TechnologyJAMES HARDIE INDS PLC$58,383,969$1,651,908 ▲2.9%2,306,7550.6%ORD SHSSSentinelOne$58,319,942$297,214 ▲0.5%2,454,5430.6%TechnologySAIASaia$56,843,598$2,991,645 ▲5.6%170,3230.6%IndustrialsFORGENT POWER SOLUTIONS INC$56,825,533$3,681,325 ▼-6.1%1,517,7760.6%COM SHS CL AGMEDGlobus Medical$54,990,082$803,602 ▲1.5%734,1800.6%HealthcareVIPER ENERGY INC$54,055,976$4,368,035 ▲8.8%1,355,1260.6%CL ASIMOSilicon Motion Technology$54,027,400$26,279,960 ▲94.7%192,9550.6%TechnologyGENIGenius Sports$54,006,001$7,258,363 ▼-11.8%9,425,1310.6%Consumer DiscretionaryVIAVViavi Solutions$53,423,141$21,200,243 ▲65.8%1,274,4070.6%TechnologyTYLTyler Technologies$51,848,964$3,012,682 ▲6.2%162,7400.6%TechnologyVSECVSE$51,705,095$5,538,532 ▲12.0%313,9350.6%IndustrialsAROCArchrock$49,464,327$9,108,930 ▲22.6%1,633,0250.5%EnergyARAntero Resources$49,357,499$2,350,689 ▲5.0%1,478,2120.5%EnergyFNFabrinet$48,718,500$6,489,210 ▼-11.8%114,8290.5%TechnologyHRIHerc$48,431,635$8,193,619 ▲20.4%388,0740.5%IndustrialsSRADSportradar Group$48,340,556$1,919,573 ▲4.1%4,181,7090.5%Consumer DiscretionaryAXGNAxoGen$47,405,400$36,552,102 ▲336.8%1,130,8540.5%HealthcarePCORProcore Technologies$47,120,178$2,455,252 ▲5.5%911,0630.5%TechnologySITESiteOne Landscape Supply$46,278,456$911,770 ▲2.0%512,4400.5%IndustrialsMMSMaximus$45,707,231$241,217 ▲0.5%859,3200.5%IndustrialsAAONAAON$45,570,635$7,665,231 ▼-14.4%550,6360.5%IndustrialsAMBAAmbarella$44,800,446$5,365,685 ▼-10.7%644,5180.5%TechnologyBCPCBalchem$44,774,763$152,918 ▲0.3%271,4280.5%MaterialsPLMRPalomar$44,418,058$45,867,332 ▼-50.8%360,2730.5%FinanceRMBSRambus$43,803,842$92,454 ▲0.2%410,3020.5%TechnologyCIENCiena$42,749,296$7,296,043 ▲20.6%121,5090.5%TechnologyAMPXAmprius Technologies$42,670,795$35,756,139 ▲517.1%4,408,1400.5%IndustrialsFASTFastenal$41,264,186$6,671,047 ▲19.3%833,1150.4%IndustrialsBFAMBright Horizons Family Solutions$40,019,410$2,000,681 ▲5.3%628,0510.4%Consumer DiscretionaryShowing largest 100 holdings. 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