Stephens Investment Management Group LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$7.7B
Holdings
176
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FCFSFIRSTCASH HOLDINGS INC | 847,241 | $135.0B | 1758.68% | |
| 2 | RBCRBC BEARINGS INC | 272,307 | $122.1B | 1590.37% | |
| 3 | FIVEFIVE BELOW INC | 624,864 | $117.7B | 1532.92% | |
| 4 | EX9EXELIXIS INC | 2,539,421 | $111.3B | 1449.60% | |
| 5 | BURLBURLINGTON STORES INC | 378,889 | $109.4B | 1425.38% | |
| 6 | RGENREPLIGEN CORP | 657,111 | $107.7B | 1402.35% | |
| 7 | GWREGUIDEWIRE SOFTWARE INC | 509,558 | $102.4B | 1334.00% | |
| 8 | HEIHEICO CORP NEW | 404,234 | $102.0B | 1328.97% | |
| 9 | JPXAEROVIRONMENT INC | 412,807 | $99.9B | 1300.49% | |
| 10 | RYANRYAN SPECIALTY HOLDINGS INC | 1,929,094 | $99.6B | 1297.18% | |
| 11 | ICLRICON PLC | 542,996 | $98.9B | 1288.65% | |
| 12 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 384,142 | $98.4B | 1280.93% | |
| 13 | VRTVERTIV HOLDINGS CO | 600,663 | $97.3B | 1267.41% | |
| 14 | BWXTBWX TECHNOLOGIES INC | 561,185 | $97.0B | 1263.27% | |
| 15 | PIPRPIPER SANDLER COMPANIES | 279,037 | $94.8B | 1234.56% | |
| 16 | LGNDLIGAND PHARMACEUTICALS INC | 501,040 | $94.7B | 1233.78% | |
| 17 | PLMRPALOMAR HLDGS INC | 694,317 | $93.6B | 1218.61% | |
| 18 | OLLIOLLIES BARGAIN OUTLET HLDGS | 848,385 | $93.0B | 1211.12% | |
| 19 | KRMNKARMAN HLDGS INC | 1,269,076 | $92.9B | 1209.39% | |
| 20 | MTSIMACOM TECH SOLUTIONS HLDGS I | 541,059 | $92.7B | 1206.97% | |
| 21 | IRTCIRHYTHM TECHNOLOGIES INC | 519,325 | $92.1B | 1200.15% | |
| 22 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,179,288 | $89.5B | 1165.90% | |
| 23 | CWANCLEARWATER ANALYTICS HLDGS I | 3,531,792 | $85.2B | 1109.47% | |
| 24 | EXEEXPAND ENERGY CORPORATION | 761,911 | $84.1B | 1095.11% | |
| 25 | EVREVERCORE INC | 245,062 | $83.4B | 1085.97% | |
| 26 | HALOHALOZYME THERAPEUTICS INC | 1,223,665 | $82.4B | 1072.56% | |
| 27 | KNSLKINSALE CAP GROUP INC | 208,075 | $81.4B | 1059.92% | |
| 28 | LYVLIVE NATION ENTERTAINMENT IN | 555,026 | $79.1B | 1030.09% | |
| 29 | VRSKVERISK ANALYTICS INC | 348,196 | $77.9B | 1014.40% | |
| 30 | BOOTBOOT BARN HLDGS INC | 434,412 | $76.7B | 998.42% | |
| 31 | DPZDOMINOS PIZZA INC | 181,172 | $75.5B | 983.52% | |
| 32 | MANHMANHATTAN ASSOCIATES INC | 434,799 | $75.4B | 981.43% | |
| 33 | CSGPCOSTAR GROUP INC | 1,114,972 | $75.0B | 976.41% | |
| 34 | FTITECHNIPFMC PLC | 1,653,866 | $73.7B | 959.82% | |
| 35 | PSTGPURE STORAGE INC | 1,086,889 | $72.8B | 948.57% | |
| 36 | WINGWINGSTOP INC | 305,281 | $72.8B | 948.23% | |
| 37 | CIENCIENA CORP | 306,512 | $71.7B | 933.60% | |
| 38 | ECPGENCORE CAP GROUP INC | 1,305,649 | $71.0B | 924.21% | |
| 39 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,406,522 | $69.9B | 910.43% | |
| 40 | UUNITY SOFTWARE INC | 1,569,541 | $69.3B | 902.91% | |
| 41 | DC4DEXCOM INC | 1,042,801 | $69.2B | 901.39% | |
| 42 | VIKVIKING HOLDINGS LTD | 956,147 | $68.3B | 889.26% | |
| 43 | TSCOTRACTOR SUPPLY CO | 1,362,940 | $68.2B | 887.72% | |
| 44 | MEDPMEDPACE HLDGS INC | 119,117 | $66.9B | 871.34% | |
| 45 | HQYHEALTHEQUITY INC | 726,185 | $66.5B | 866.43% | |
| 46 | IDXXIDEXX LABS INC | 97,382 | $65.9B | 858.04% | |
| 47 | RMERESMED INC | 273,388 | $65.8B | 857.63% | |
| 48 | TVTXTRAVERE THERAPEUTICS INC | 1,721,623 | $65.8B | 856.76% | |
| 49 | TECHBIO-TECHNE CORP | 1,109,658 | $65.3B | 849.92% | |
| 50 | LSCCLATTICE SEMICONDUCTOR CORP | 883,165 | $65.0B | 846.34% | |
| 51 | ROKROCKWELL AUTOMATION INC | 165,763 | $64.5B | 839.96% | |
| 52 | FNFABRINET | 138,100 | $62.9B | 818.87% | |
| 53 | GMEDGLOBUS MED INC | 717,323 | $62.6B | 815.68% | |
| 54 | MMSMAXIMUS INC | 719,847 | $62.1B | 809.28% | |
| 55 | TOSTTOAST INC | 1,749,414 | $62.1B | 809.07% | |
| 56 | GENIGENIUS SPORTS LIMITED | 5,624,316 | $62.0B | 807.22% | |
| 57 | ASOACADEMY SPORTS & OUTDOORS IN | 1,233,834 | $61.6B | 802.83% | |
| 58 | TYLTYLER TECHNOLOGIES INC | 135,524 | $61.5B | 801.25% | |
| 59 | TXRHTEXAS ROADHOUSE INC | 370,225 | $61.5B | 800.42% | |
| 60 | PTCPTC INC | 343,886 | $59.9B | 780.25% | |
| 61 | BFAMBRIGHT HORIZONS FAM SOL IN D | 563,210 | $57.1B | 743.79% | |
| 62 | VRNSVARONIS SYS INC | 1,690,349 | $55.4B | 722.09% | |
| 63 | SITESITEONE LANDSCAPE SUPPLY INC | 437,599 | $54.5B | 709.90% | |
| 64 | TWTRADEWEB MKTS INC | 489,841 | $52.7B | 686.07% | |
| 65 | SRADSPORTRADAR GROUP AG | 2,214,678 | $52.6B | 685.61% | |
| 66 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 355,653 | $51.2B | 666.49% | |
| 67 | HUBBHUBBELL INC | 114,255 | $50.7B | 660.85% | |
| 68 | XMTRXOMETRY INC | 842,987 | $50.1B | 652.92% | |
| 69 | AAONAAON INC | 636,296 | $48.5B | 631.89% | |
| 70 | DTDYNATRACE INC | 1,104,704 | $47.9B | 623.55% | |
| 71 | AXONAXON ENTERPRISE INC | 83,224 | $47.3B | 615.58% | |
| 72 | MGYMAGNOLIA OIL & GAS CORP | 2,154,579 | $47.2B | 614.25% | |
| 73 | RBRKRUBRIK INC. | 595,851 | $45.6B | 593.51% | |
| 74 | ILMNILLUMINA INC | 342,571 | $44.9B | 585.18% | |
| 75 | IBPINSTALLED BLDG PRODS INC | 171,468 | $44.5B | 579.27% | |
| 76 | JHXJAMES HARDIE INDS PLC | 2,126,724 | $44.1B | 574.74% | |
| 77 | VNOMVIPER ENERGY INC | 1,138,230 | $44.0B | 572.65% | |
| 78 | BEBLOOM ENERGY CORP | 499,823 | $43.4B | 565.62% | |
| 79 | BRZEBRAZE INC | 1,233,143 | $42.3B | 550.71% | |
| 80 | MCHPMICROCHIP TECHNOLOGY INC. | 654,538 | $41.7B | 543.19% | |
| 81 | SAIASAIA INC | 127,193 | $41.5B | 540.90% | |
| 82 | ZETAZETA GLOBAL HOLDINGS CORP | 2,040,266 | $41.5B | 540.75% | |
| 83 | BCPCBALCHEM CORP | 267,455 | $41.0B | 534.19% | |
| 84 | ARANTERO RESOURCES CORP | 1,187,970 | $40.9B | 533.17% | |
| 85 | SDGRSCHRODINGER INC | 2,250,098 | $40.2B | 523.97% | |
| 86 | PODDINSULET CORP | 141,052 | $40.1B | 522.16% | |
| 87 | CGNXCOGNEX CORP | 1,104,783 | $39.8B | 517.71% | |
| 88 | ALABASTERA LABS INC | 238,777 | $39.7B | 517.34% | |
| 89 | GNRCGENERAC HLDGS INC | 291,143 | $39.7B | 517.09% | |
| 90 | SAILSAILPOINT INC | 1,917,324 | $38.8B | 505.16% | |
| 91 | NTNXNUTANIX INC | 750,188 | $38.8B | 505.03% | |
| 92 | JBHTHUNT J B TRANS SVCS INC | 198,976 | $38.7B | 503.61% | |
| 93 | SLABSILICON LABORATORIES INC | 294,343 | $38.5B | 501.04% | |
| 94 | OKTAOKTA INC | 437,635 | $37.8B | 492.86% | |
| 95 | PENPENUMBRA INC | 120,815 | $37.6B | 489.21% | |
| 96 | SSENTINELONE INC | 2,397,116 | $36.0B | 468.29% | |
| 97 | AZTAAZENTA INC | 1,072,039 | $35.7B | 464.39% | |
| 98 | DRSLEONARDO DRS INC | 1,020,223 | $34.8B | 452.96% | |
| 99 | AMBAAMBARELLA INC | 476,948 | $33.8B | 440.03% | |
| 100 | AROCARCHROCK INC | 1,264,576 | $32.9B | 428.54% |
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