Stephens Investment Management Group LLC
Net buyer this quarter
$9.33B
176
+$622M
15.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RBC | $172M | 1.85% | 0.82% | +0.9% | Q3 2013 |
 FCFS | $161M | 1.73% | 1.70% | -10.4% | Q2 2013 |
 LGND | $150M | 1.61% | 2.39% | -3.9% | Q3 2013 |
 EXEL | $147M | 1.58% | 1.08% | +7.4% | Q4 2017 |
 CRDO | $139M | 1.49% | 0.27% | +18.1% | Q2 2025 |
 LSCC | $131M | 1.41% | 0.63% | -2.3% | Q3 2021 |
 RGEN | $128M | 1.37% | 1.66% | +24.0% | Q2 2015 |
 ICLR | $125M | 1.34% | 0.93% | +20.2% | Q2 2013 |
 ALAB | $123M | 1.32% | 0.15% | -5.5% | Q3 2025 |
 MTSI | $120M | 1.29% | 0.41% | -38.7% | Q1 2016 |
 BWXT | $117M | 1.25% | 0.66% | +7.5% | Q4 2024 |
 FTI | $112M | 1.20% | 0.43% | +9.8% | Q4 2022 |
 BURL | $112M | 1.20% | 0.56% | +14.2% | Q1 2017 |
 LYV | $109M | 1.17% | 0.25% | +7.7% | Q2 2017 |
 HALO | $109M | 1.17% | 1.22% | +14.3% | Q2 2020 |
 HEI.A | $107M | 1.15% | Not reported | +5.7% | Q2 2016 |
 TVTX | $107M | 1.14% | 1.99% | +4.3% | Q3 2025 |
| OLLI | $107M | 1.14% | 2.29% | +23.0% | Q2 2016 |
 FIVE | $104M | 1.11% | 1.04% | 0.0% | Q4 2014 |
 RYAN | $103M | 1.10% | 2.47% | +12.1% | Q3 2021 |
 DRS | $102M | 1.10% | 0.90% | +13.4% | Q4 2022 |
 TTWO | $99.6M | 1.07% | 0.21% | +4.1% | Q4 2016 |
 MEDP | $98.3M | 1.05% | 0.66% | +14.0% | Q3 2021 |
 EVR | $96.6M | 1.04% | Not reported | +8.9% | Q4 2024 |
 ILMN | $94.6M | 1.01% | 0.36% | +38.2% | Q2 2013 |
 AVAV | $93.7M | 1.00% | 1.12% | +15.7% | Q4 2015 |
 AXON | $92.6M | 0.99% | 0.20% | +59.6% | Q2 2017 |
 PLMR | $92.6M | 0.99% | 2.80% | +2.4% | Q3 2019 |
 FROG | $92.1M | 0.99% | 0.82% | +13.4% | Q1 2026 |
 GNRC | $92M | 0.99% | 0.53% | +8.6% | Q3 2022 |
 P | $90.8M | 0.97% | 0.35% | +6.5% | Q2 2023 |
 VRNS | $90.6M | 0.97% | 1.88% | +8.3% | Q4 2019 |
 FPS | $90.3M | 0.97% | Not reported | +100.7% | Q1 2026 |
 ROK | $89.6M | 0.96% | 0.16% | +9.7% | Q4 2017 |
 OKTA | $88.1M | 0.94% | Not reported | +45.4% | Q1 2023 |
 TXRH | $85.9M | 0.92% | 0.68% | +10.0% | Q3 2025 |
 CGNX | $85.1M | 0.91% | 0.71% | +7.0% | Q2 2013 |
 KRMN | $85.1M | 0.91% | 1.29% | +110.4% | Q1 2025 |
 MANH | $84.4M | 0.91% | 1.04% | +20.6% | Q3 2014 |
 VIK | $84M | 0.90% | Not reported | -15.8% | Q2 2025 |
 BE | $83.8M | 0.90% | 0.09% | -44.3% | Q3 2025 |
 PIPR | $83.1M | 0.89% | 1.70% | +2.6% | Q1 2026 |
 IRTC | $82.5M | 0.88% | 2.10% | +23.5% | Q4 2020 |
 AAON | $81.6M | 0.87% | 0.78% | +1.4% | Q2 2024 |
 DXCM | $81.1M | 0.87% | 0.32% | +12.1% | Q1 2015 |
 WING | $80.2M | 0.86% | 1.70% | +135.0% | Q2 2016 |
 KTOS | $80M | 0.86% | 0.86% | +80.4% | Q4 2017 |
 VRT | $79.9M | 0.86% | 0.06% | -51.3% | Q2 2023 |
 BOOT | $79.7M | 0.85% | 1.60% | +12.3% | Q2 2016 |
 TWST | $78.9M | 0.85% | 1.22% | New | Q2 2026 |
| Q1 2026 | |||||
| FCFS | $156M | 2.14% | 1.89% | -1.8% | Q2 2013 |
| RBC | $144M | 1.97% | 0.81% | -2.7% | Q3 2013 |
| FIVE | $132M | 1.80% | 1.04% | -7.8% | Q4 2014 |
| VRT | $123M | 1.68% | 0.13% | -18.5% | Q2 2023 |
| MTSI | $115M | 1.57% | 0.69% | -4.7% | Q1 2016 |
| BWXT | $114M | 1.57% | 0.61% | -0.5% | Q4 2024 |
| EXEL | $108M | 1.48% | 0.97% | -0.6% | Q4 2017 |
| FTI | $107M | 1.46% | 0.39% | -6.7% | Q4 2022 |
| OLLI | $104M | 1.42% | 1.85% | +32.8% | Q2 2016 |
| BURL | $101M | 1.38% | 0.49% | -18.2% | Q1 2017 |
| LGND | $98.8M | 1.35% | 2.47% | -1.3% | Q3 2013 |
| DRS | $94.3M | 1.29% | 0.80% | +107.6% | Q4 2022 |
 ECPG | $91.2M | 1.25% | 6.05% | -0.4% | Q2 2013 |
| AVAV | $89.8M | 1.23% | 0.98% | +18.8% | Q4 2015 |
| RGEN | $89M | 1.22% | 1.34% | +15.0% | Q2 2015 |
| PIPR | $85.7M | 1.18% | 1.65% | New | Q1 2026 |
| PLMR | $85.4M | 1.17% | 2.70% | +3.0% | Q3 2019 |
| LYV | $84.3M | 1.16% | 0.24% | -0.4% | Q2 2017 |
 EXE | $83.3M | 1.14% | 0.32% | -0.4% | Q4 2024 |
| HEI.A | $82.8M | 1.14% | Not reported | -2.9% | Q2 2016 |
| RYAN | $81.8M | 1.12% | 2.21% | +25.7% | Q3 2021 |
| LSCC | $81.5M | 1.12% | 0.64% | -0.5% | Q3 2021 |
| HALO | $78.8M | 1.08% | 1.03% | -0.4% | Q2 2020 |
 GWRE | $78.5M | 1.08% | 0.62% | +3.0% | Q2 2014 |
| MEDP | $78.2M | 1.07% | 0.57% | +36.7% | Q3 2021 |
| EVR | $77.6M | 1.06% | Not reported | +6.0% | Q4 2024 |
| TTWO | $75.6M | 1.04% | 0.21% | -0.4% | Q4 2016 |
 VRSK | $75.4M | 1.03% | 0.30% | +14.1% | Q2 2013 |
| VIK | $70M | 0.96% | Not reported | -0.3% | Q2 2025 |
 FN | $70M | 0.96% | 0.37% | -2.8% | Q4 2024 |
 SUPN | $69.9M | 0.96% | 2.33% | -3.9% | Q4 2017 |
 TSCO | $68.7M | 0.94% | 0.29% | +11.3% | Q2 2013 |
 MGY | $68.6M | 0.94% | Not reported | +0.8% | Q3 2021 |
| DXCM | $67.5M | 0.92% | 0.28% | +3.0% | Q1 2015 |
| BE | $67.4M | 0.92% | 0.18% | -0.5% | Q3 2025 |
| MANH | $66.9M | 0.92% | 0.85% | +15.6% | Q3 2014 |
| TXRH | $66.7M | 0.91% | 0.61% | +9.1% | Q3 2025 |
| ICLR | $66.3M | 0.91% | 0.78% | +10.4% | Q2 2013 |
| IRTC | $66.3M | 0.91% | 1.71% | +8.1% | Q4 2020 |
| KRMN | $64.9M | 0.89% | 0.61% | -36.2% | Q1 2025 |
 CIEN | $64.5M | 0.88% | 0.12% | -45.8% | Q2 2020 |
| P | $63.9M | 0.88% | 0.33% | -0.5% | Q2 2023 |
| BOOT | $63.2M | 0.87% | 1.42% | -0.6% | Q2 2016 |
| KTOS | $62.7M | 0.86% | 0.47% | -24.6% | Q4 2017 |
 TW | $62.3M | 0.85% | 529847.00% | +8.2% | Q2 2019 |
 GMED | $61.6M | 0.84% | 0.53% | -0.4% | Q3 2023 |
 HUBB | $61.5M | 0.84% | 0.24% | +9.7% | Q2 2024 |
 RMD | $61.2M | 0.84% | 0.19% | -0.3% | Q2 2013 |
| ROK | $59.2M | 0.81% | 0.15% | -0.4% | Q4 2017 |
 SITE | $58M | 0.80% | 0.98% | -0.4% | Q4 2016 |
| Q4 2025 | |||||
| FCFS | $135M | 1.76% | 1.93% | -1.2% | Q2 2013 |
| RBC | $122M | 1.59% | 0.83% | +0.2% | Q3 2013 |
| FIVE | $118M | 1.53% | 1.13% | -5.0% | Q4 2014 |
| EXEL | $111M | 1.45% | 0.95% | +1.1% | Q4 2017 |
| BURL | $109M | 1.43% | 0.60% | +0.1% | Q1 2017 |
| RGEN | $108M | 1.40% | 1.17% | +9.8% | Q2 2015 |
| GWRE | $102M | 1.33% | 0.60% | -5.6% | Q2 2014 |
| HEI.A | $102M | 1.33% | Not reported | -5.2% | Q2 2016 |
| AVAV | $99.9M | 1.30% | 0.83% | -20.2% | Q4 2015 |
| RYAN | $99.6M | 1.30% | 1.76% | +41.6% | Q3 2021 |
| ICLR | $98.9M | 1.29% | 0.71% | +13.1% | Q2 2013 |
| TTWO | $98.4M | 1.28% | 0.21% | +0.1% | Q4 2016 |
| VRT | $97.3M | 1.27% | 0.16% | -4.2% | Q2 2023 |
| BWXT | $97M | 1.26% | 0.61% | +0.1% | Q4 2024 |
| PJC | $94.8M | 1.23% | Not reported | -0.1% | Q2 2020 |
| LGND | $94.7M | 1.23% | 2.53% | -9.7% | Q3 2013 |
| PLMR | $93.6M | 1.22% | 2.62% | +19.8% | Q3 2019 |
| OLLI | $93M | 1.21% | 1.38% | +25.2% | Q2 2016 |
| KRMN | $92.9M | 1.21% | 0.96% | -5.1% | Q1 2025 |
| MTSI | $92.7M | 1.21% | 0.72% | -0.1% | Q1 2016 |
| IRTC | $92.1M | 1.20% | 1.61% | -0.1% | Q4 2020 |
| KTOS | $89.5M | 1.17% | 0.70% | -12.1% | Q4 2017 |
| CWAN | $85.2M | 1.11% | Not reported | +18.6% | Q3 2024 |
| EXE | $84.1M | 1.10% | 0.32% | +0.6% | Q4 2024 |
| EVR | $83.4M | 1.09% | Not reported | -0.1% | Q4 2024 |
| HALO | $82.4M | 1.07% | 1.04% | -0.1% | Q2 2020 |
 KNSL | $81.4M | 1.06% | 0.90% | +37.7% | Q4 2023 |
| LYV | $79.1M | 1.03% | 0.24% | +0.2% | Q2 2017 |
| VRSK | $77.9M | 1.01% | 0.25% | +21.5% | Q2 2013 |
| BOOT | $76.7M | 1.00% | 1.43% | -6.6% | Q2 2016 |
 DPZ | $75.5M | 0.98% | 0.54% | +0.5% | Q2 2017 |
| MANH | $75.4M | 0.98% | 0.73% | +0.1% | Q3 2014 |
 CSGP | $75M | 0.98% | 0.27% | +45.5% | Q2 2013 |
| FTI | $73.7M | 0.96% | 0.41% | -29.9% | Q4 2022 |
| P | $72.8M | 0.95% | 0.33% | +5.4% | Q2 2023 |
| WING | $72.8M | 0.95% | 1.11% | -26.5% | Q2 2016 |
| CIEN | $71.7M | 0.93% | 0.22% | -43.4% | Q2 2020 |
| ECPG | $71M | 0.92% | 6.02% | -0.2% | Q2 2013 |
| SUPN | $69.9M | 0.91% | 2.45% | +4.5% | Q4 2017 |
 U | $69.3M | 0.90% | 0.36% | +13.2% | Q3 2020 |
| DXCM | $69.2M | 0.90% | 0.27% | +21.1% | Q1 2015 |
| VIK | $68.3M | 0.89% | Not reported | +39.2% | Q2 2025 |
| TSCO | $68.2M | 0.89% | 0.26% | +27.9% | Q2 2013 |
| MEDP | $66.9M | 0.87% | 0.42% | +0.3% | Q3 2021 |
 HQY | $66.5M | 0.87% | 0.85% | +0.3% | Q3 2014 |
 IDXX | $65.9M | 0.86% | 0.12% | +1.9% | Q2 2013 |
| RMD | $65.9M | 0.86% | 0.19% | -4.1% | Q2 2013 |
| TVTX | $65.8M | 0.86% | 1.89% | +7.6% | Q3 2025 |
 TECH | $65.3M | 0.85% | 0.71% | +9.3% | Q4 2014 |
| LSCC | $65M | 0.85% | 0.65% | +10.1% | Q3 2021 |
| Q3 2025 | |||||
| AVAV | $163M | 2.11% | 1.04% | -18.4% | Q4 2015 |
| FCFS | $136M | 1.76% | 1.93% | +1.0% | Q2 2013 |
| GWRE | $124M | 1.61% | 0.64% | -5.6% | Q2 2014 |
| KTOS | $123M | 1.59% | 0.79% | -48.0% | Q4 2017 |
| EA | $117M | 1.51% | Not reported | +4.0% | Q3 2013 |
| HEI.A | $108M | 1.40% | Not reported | -6.9% | Q2 2016 |
| RBC | $106M | 1.37% | 0.83% | -4.8% | Q3 2013 |
| WING | $105M | 1.36% | 1.50% | +3.2% | Q2 2016 |
| EXEL | $104M | 1.34% | 0.93% | -5.0% | Q4 2017 |
| BWXT | $103M | 1.34% | 0.61% | -4.6% | Q4 2024 |
| FIVE | $102M | 1.32% | 1.19% | -11.7% | Q4 2014 |
| TTWO | $99.2M | 1.29% | 0.21% | -5.9% | Q4 2016 |
| LGND | $98.2M | 1.27% | 2.82% | -8.3% | Q3 2013 |
| PJC | $96.9M | 1.26% | Not reported | -0.1% | Q2 2020 |
| KRMN | $96.5M | 1.25% | 1.01% | +285.3% | Q1 2025 |
| BURL | $96.3M | 1.25% | 0.60% | -6.2% | Q1 2017 |
| VRT | $94.6M | 1.23% | 0.16% | -1.3% | Q2 2023 |
| FTI | $93M | 1.21% | 0.58% | -23.5% | Q4 2022 |
| VRNS | $91.1M | 1.18% | 1.34% | -5.1% | Q4 2019 |
| LYV | $90.5M | 1.17% | 0.24% | -16.1% | Q2 2017 |
| HALO | $89.9M | 1.16% | 1.04% | -5.2% | Q2 2020 |
| IRTC | $89.4M | 1.16% | 1.61% | -6.0% | Q4 2020 |
| MANH | $89.1M | 1.15% | 0.72% | -5.1% | Q3 2014 |
| OLLI | $87M | 1.13% | 1.11% | -17.0% | Q2 2016 |
| P | $86.4M | 1.12% | 0.31% | -5.4% | Q2 2023 |
| ICLR | $84M | 1.09% | 0.63% | +15.7% | Q2 2013 |
| EVR | $82.7M | 1.07% | Not reported | -17.8% | Q4 2024 |
| EXE | $80.5M | 1.04% | 0.32% | -11.0% | Q4 2024 |
| RGEN | $80M | 1.04% | 1.06% | +14.4% | Q2 2015 |
| CIEN | $78.9M | 1.02% | 0.38% | -19.3% | Q2 2020 |
| RMD | $78M | 1.01% | 0.20% | -12.1% | Q2 2013 |
| DPZ | $77.8M | 1.01% | 0.53% | -6.0% | Q2 2017 |
| BOOT | $77.1M | 1.00% | 1.52% | -12.0% | Q2 2016 |
| RYAN | $76.8M | 1.00% | 1.24% | +4.5% | Q3 2021 |
| VRSK | $72.1M | 0.93% | 0.21% | +6.2% | Q2 2013 |
 TYL | $70.6M | 0.92% | 0.28% | -4.8% | Q2 2013 |
 PTC | $69.5M | 0.90% | 0.29% | -6.7% | Q2 2017 |
| HQY | $68.6M | 0.89% | 0.84% | -28.7% | Q3 2014 |
| PLMR | $67.7M | 0.88% | 2.19% | +3.6% | Q3 2019 |
| MTSI | $67.4M | 0.87% | 0.73% | +0.3% | Q1 2016 |
 MMS | $65.9M | 0.85% | 1.32% | +49.0% | Q3 2013 |
| CSGP | $64.7M | 0.84% | 0.18% | -0.9% | Q2 2013 |
| SUPN | $64.3M | 0.83% | 2.36% | -14.9% | Q4 2017 |
| KNSL | $64.3M | 0.83% | 0.65% | -4.7% | Q4 2023 |
 TOST | $63.6M | 0.82% | 0.79% | -8.0% | Q3 2021 |
 ASO | $61.8M | 0.80% | 1.85% | +4.9% | Q4 2023 |
 BFAM | $61.1M | 0.79% | 0.99% | -4.3% | Q4 2015 |
| IDXX | $61.1M | 0.79% | 0.12% | -7.5% | Q2 2013 |
| MEDP | $61M | 0.79% | 0.42% | -11.3% | Q3 2021 |
| TSCO | $60.6M | 0.79% | 0.20% | -1.2% | Q2 2013 |