Stephens Investment Management Group LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$6.9T
Holdings
167
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (167 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 754,924 | $141.4B | 2.04% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 366,619 | $123.9B | 1.79% | |
| 3 | RYANRYAN SPECIALTY HOLDINGS INC | 1,642,527 | $121.3B | 1.75% | |
| 4 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 3,860,439 | $114.6B | 1.65% | |
| 5 | HEIHEICO CORP NEW | 542,516 | $114.5B | 1.65% | |
| 6 | EX9EXELIXIS INC | 3,016,564 | $111.4B | 1.61% | |
| 7 | FTITECHNIPFMC PLC | 3,439,595 | $109.0B | 1.57% | |
| 8 | EXEEXPAND ENERGY CORPORATION | 970,607 | $108.0B | 1.56% | |
| 9 | TWTRADEWEB MKTS INC | 721,923 | $107.2B | 1.55% | |
| 10 | FCFSFIRSTCASH HOLDINGS INC | 888,834 | $106.9B | 1.54% | |
| 11 | BRBRBELLRING BRANDS INC | 1,390,877 | $103.6B | 1.49% | |
| 12 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 497,931 | $103.2B | 1.49% | |
| 13 | WINGWINGSTOP INC | 446,601 | $100.7B | 1.45% | |
| 14 | BURLBURLINGTON STORES INC | 416,764 | $99.3B | 1.43% | |
| 15 | RBCRBC BEARINGS INC | 306,246 | $98.5B | 1.42% | |
| 16 | VRSKVERISK ANALYTICS INC | 328,636 | $97.8B | 1.41% | |
| 17 | HQYHEALTHEQUITY INC | 1,069,446 | $94.5B | 1.36% | |
| 18 | OLLIOLLIES BARGAIN OUTLET HLDGS | 809,282 | $94.2B | 1.36% | |
| 19 | DPZDOMINOS PIZZA INC | 202,623 | $93.1B | 1.34% | |
| 20 | PLMRPALOMAR HLDGS INC | 673,519 | $92.3B | 1.33% | |
| 21 | KNSLKINSALE CAP GROUP INC | 189,678 | $92.3B | 1.33% | |
| 22 | LYVLIVE NATION ENTERTAINMENT IN | 702,744 | $91.8B | 1.32% | |
| 23 | JPXAEROVIRONMENT INC | 763,489 | $91.0B | 1.31% | |
| 24 | AXONAXON ENTERPRISE INC | 169,493 | $89.1B | 1.29% | |
| 25 | TYLTYLER TECHNOLOGIES INC | 150,225 | $87.3B | 1.26% | |
| 26 | HALOHALOZYME THERAPEUTICS INC | 1,336,974 | $85.3B | 1.23% | |
| 27 | EAELECTRONIC ARTS INC | 588,108 | $85.0B | 1.23% | |
| 28 | RMERESMED INC | 357,985 | $80.1B | 1.16% | |
| 29 | BFAMBRIGHT HORIZONS FAM SOL IN D | 612,835 | $77.9B | 1.12% | |
| 30 | MANHMANHATTAN ASSOCIATES INC | 447,214 | $77.4B | 1.12% | |
| 31 | ICLRICON PLC | 428,824 | $75.0B | 1.08% | |
| 32 | VNOMUSDVIPER ENERGY INC | 1,552,974 | $70.1B | 1.01% | |
| 33 | RGENREPLIGEN CORP | 539,542 | $68.7B | 0.99% | |
| 34 | TOSTTOAST INC | 2,046,828 | $67.9B | 0.98% | |
| 35 | VRNSVARONIS SYS INC | 1,604,558 | $64.9B | 0.94% | |
| 36 | LGNDLIGAND PHARMACEUTICALS INC | 607,222 | $63.8B | 0.92% | |
| 37 | TSCOTRACTOR SUPPLY CO | 1,154,721 | $63.6B | 0.92% | |
| 38 | PIPRPIPER SANDLER COMPANIES | 250,507 | $62.0B | 0.90% | |
| 39 | MGYMAGNOLIA OIL & GAS CORP | 2,413,961 | $61.0B | 0.88% | |
| 40 | PTCPTC INC | 387,214 | $60.0B | 0.87% | |
| 41 | CSGPCOSTAR GROUP INC | 738,837 | $58.5B | 0.84% | |
| 42 | DC4DEXCOM INC | 841,084 | $57.4B | 0.83% | |
| 43 | SITESITEONE LANDSCAPE SUPPLY INC | 471,261 | $57.2B | 0.83% | |
| 44 | EVREVERCORE INC | 285,257 | $57.0B | 0.82% | |
| 45 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,738,482 | $56.9B | 0.82% | |
| 46 | IRTCIRHYTHM TECHNOLOGIES INC | 520,582 | $54.5B | 0.79% | |
| 47 | FIVEFIVE BELOW INC | 710,782 | $53.3B | 0.77% | |
| 48 | OKTAOKTA INC | 499,125 | $52.5B | 0.76% | |
| 49 | HOODROBINHOOD MKTS INC | 1,250,120 | $52.0B | 0.75% | |
| 50 | BWXTBWX TECHNOLOGIES INC | 523,722 | $51.7B | 0.75% | |
| 51 | PSTGPURE STORAGE INC | 1,142,697 | $50.6B | 0.73% | |
| 52 | BOOTBOOT BARN HLDGS INC | 465,787 | $50.0B | 0.72% | |
| 53 | MTSIMACOM TECH SOLUTIONS HLDGS I | 498,301 | $50.0B | 0.72% | |
| 54 | VRTVERTIV HOLDINGS CO | 669,259 | $48.3B | 0.70% | |
| 55 | ARANTERO RESOURCES CORP | 1,194,712 | $48.3B | 0.70% | |
| 56 | TECHBIO-TECHNE CORP | 817,801 | $47.9B | 0.69% | |
| 57 | ROKROCKWELL AUTOMATION INC | 184,167 | $47.6B | 0.69% | |
| 58 | HOLXHOLOGIC INC | 764,931 | $47.2B | 0.68% | |
| 59 | GMEDGLOBUS MED INC | 645,057 | $47.2B | 0.68% | |
| 60 | AAONAAON INC | 602,790 | $47.1B | 0.68% | |
| 61 | IDXXIDEXX LABS INC | 111,412 | $46.8B | 0.68% | |
| 62 | LSCCLATTICE SEMICONDUCTOR CORP | 887,504 | $46.5B | 0.67% | |
| 63 | CWANCLEARWATER ANALYTICS HLDGS I | 1,720,243 | $46.1B | 0.67% | |
| 64 | BCPCBALCHEM CORP | 275,687 | $45.8B | 0.66% | |
| 65 | AZEKAZEK CO INC | 922,847 | $45.1B | 0.65% | |
| 66 | ASOACADEMY SPORTS & OUTDOORS IN | 950,096 | $43.3B | 0.63% | |
| 67 | TREXTREX CO INC | 745,414 | $43.3B | 0.62% | |
| 68 | HUBBHUBBELL INC | 128,163 | $42.4B | 0.61% | |
| 69 | NTNXNUTANIX INC | 601,207 | $42.0B | 0.61% | |
| 70 | MEDPMEDPACE HLDGS INC | 136,877 | $41.7B | 0.60% | |
| 71 | CIENCIENA CORP | 680,837 | $41.1B | 0.59% | |
| 72 | ECPGENCORE CAP GROUP INC | 1,144,464 | $39.2B | 0.57% | |
| 73 | SDGRSCHRODINGER INC | 1,969,941 | $38.9B | 0.56% | |
| 74 | SAIASAIA INC | 109,096 | $38.1B | 0.55% | |
| 75 | MCHPMICROCHIP TECHNOLOGY INC. | 774,871 | $37.5B | 0.54% | |
| 76 | PWIPOWER INTEGRATIONS INC | 738,976 | $37.3B | 0.54% | |
| 77 | POOLPOOL CORP | 117,083 | $37.3B | 0.54% | |
| 78 | SSENTINELONE INC | 1,983,420 | $36.1B | 0.52% | |
| 79 | GTLBGITLAB INC | 744,279 | $35.0B | 0.50% | |
| 80 | ONTOONTO INNOVATION INC | 287,472 | $34.9B | 0.50% | |
| 81 | GLOBGLOBANT S A | 291,410 | $34.3B | 0.50% | |
| 82 | MNDYMONDAY COM LTD | 139,526 | $33.9B | 0.49% | |
| 83 | SGSWEETGREEN INC | 1,354,818 | $33.9B | 0.49% | |
| 84 | TENBTENABLE HLDGS INC | 955,187 | $33.4B | 0.48% | |
| 85 | SPOTSPOTIFY TECHNOLOGY S A | 60,615 | $33.3B | 0.48% | |
| 86 | JBHTHUNT J B TRANS SVCS INC | 222,378 | $32.9B | 0.47% | |
| 87 | CPRTCOPART INC | 581,106 | $32.9B | 0.47% | |
| 88 | TNDMTANDEM DIABETES CARE INC | 1,706,915 | $32.7B | 0.47% | |
| 89 | SLABSILICON LABORATORIES INC | 285,661 | $32.2B | 0.46% | |
| 90 | IBPINSTALLED BLDG PRODS INC | 185,261 | $31.8B | 0.46% | |
| 91 | PODDINSULET CORP | 119,732 | $31.4B | 0.45% | |
| 92 | GNRCGENERAC HLDGS INC | 245,385 | $31.1B | 0.45% | |
| 93 | FNFABRINET | 157,282 | $31.1B | 0.45% | |
| 94 | MMSMAXIMUS INC | 455,107 | $31.0B | 0.45% | |
| 95 | CGNXCOGNEX CORP | 1,038,843 | $31.0B | 0.45% | |
| 96 | BRZEBRAZE INC | 801,670 | $28.9B | 0.42% | |
| 97 | AZTAAZENTA INC | 803,801 | $27.8B | 0.40% | |
| 98 | DTDYNATRACE INC | 566,674 | $26.7B | 0.39% | |
| 99 | KRNTKORNIT DIGITAL LTD | 1,353,412 | $25.8B | 0.37% | |
| 100 | RDDTREDDIT INC | 244,611 | $25.7B | 0.37% |
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