13F-HR filed by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-30, with 178 holding rows worth $7,573,387,794.
- Accession
- 0001314440-25-000010
- Filer
- CIK 1314440
- Filed
- 2025-07-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 178 entries on the cover page, a total value of $7,573,387,794 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,573,387,794 with VALUE read as dollars as filed, 13F file number 028-11261. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AEROVIRONMENT INC COM | 008073108 | Stock | 633,884 | $180,625,246 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 340,316 | $138,467,774 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 402,715 | $135,610,249 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 571,512 | $134,562,500 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 2,579,481 | $119,816,892 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 458,259 | $118,574,516 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 2,642,402 | $116,463,870 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 848,900 | $114,720,346 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 1,181,262 | $110,601,561 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 285,520 | $109,868,096 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 816,087 | $107,543,945 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 1,016,333 | $106,471,045 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 3,084,499 | $106,230,146 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 659,954 | $99,837,841 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 850,718 | $99,482,963 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 677,408 | $99,172,531 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 407,887 | $99,055,358 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 744,734 | $97,694,206 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 403,533 | $93,877,917 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 457,946 | $90,430,597 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 555,540 | $88,719,738 | dollars as filed | |
| RYAN SPECIALTY HOLDINGS INC CL A | 78351F107 | Stock | 1,304,328 | $88,681,261 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 191,867 | $86,455,270 | dollars as filed | |
| PALOMAR HLDGS INC COM | 69753M105 | Stock | 559,550 | $86,310,588 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 103,662 | $85,825,916 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 552,916 | $85,126,947 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 1,670,404 | $84,773,003 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 587,373 | $84,616,954 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 269,888 | $84,070,112 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 141,713 | $84,013,135 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 1,892,241 | $83,807,354 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 324,279 | $83,663,982 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 635,288 | $81,577,332 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 298,480 | $80,595,570 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 528,103 | $80,271,656 | dollars as filed | |
| PIPER SANDLER COMPANIES | 724078100 | COM | 279,542 | $77,695,903 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 539,900 | $77,362,271 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 158,609 | $76,750,895 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 877,832 | $76,625,955 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 1,305,931 | $75,652,583 | dollars as filed | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 588,136 | $72,687,728 | dollars as filed | |
| LIGAND PHARMACEUTICALS INC | 53220K504 | COM NEW | 604,813 | $68,755,142 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 1,291,977 | $67,208,644 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 522,847 | $65,031,710 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 367,108 | $63,267,393 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 1,089,690 | $62,744,350 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 773,281 | $62,171,792 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 414,840 | $60,338,478 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 171,945 | $57,114,971 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 1,078,292 | $56,901,469 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 461,804 | $55,850,576 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 103,353 | $55,432,348 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 671,152 | $54,584,792 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 768,232 | $54,060,486 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 1,177,518 | $52,764,582 | dollars as filed | |
| MAGNOLIA OIL & GAS CORP | 559663109 | CL A | 2,295,747 | $51,608,393 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 2,286,507 | $50,143,099 | dollars as filed | |
| AZEK CO INC | 05478C105 | CL A | 921,166 | $50,065,372 | dollars as filed | |
| SUPERNUS PHARMACEUTICALS | 868459108 | COM | 1,581,093 | $49,836,051 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 330,250 | $49,725,743 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 120,597 | $49,253,021 | dollars as filed | |
| ENCORE CAP GROUP INC | 292554102 | COM | 1,248,831 | $48,342,248 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 461,981 | $46,184,241 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 312,640 | $46,070,630 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 155,332 | $45,773,234 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 1,134,475 | $45,696,653 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 2,261,334 | $45,498,040 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 607,398 | $44,795,603 | dollars as filed | |
| VIPER ENERGY INC | 927959106 | CL A | 1,174,477 | $44,782,808 | dollars as filed | |
| BALCHEM CORP | 057665200 | COM | 275,383 | $43,840,974 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 845,523 | $43,502,158 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 559,635 | $42,778,499 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 133,852 | $42,053,621 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 857,700 | $42,018,723 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 133,782 | $41,988,819 | dollars as filed | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 749,969 | $41,923,267 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 131,739 | $41,429,281 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 613,657 | $39,985,890 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 726,401 | $39,501,686 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 648,574 | $38,278,838 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 2,567,526 | $38,204,787 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 1,961,919 | $35,863,879 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 1,466,634 | $35,492,543 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 637,890 | $35,217,907 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 1,513,754 | $34,604,416 | dollars as filed | |
| MAXIMUS INC | 577933104 | COM | 483,846 | $33,965,989 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 234,427 | $33,572,291 | dollars as filed | |
| TENABLE HLDGS INC | 88025T102 | COM | 981,628 | $33,159,394 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 183,398 | $33,070,327 | dollars as filed | |
| BRAZE INC | 10576N102 | COM CL A | 1,169,860 | $32,873,066 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 42,770 | $32,819,132 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 493,929 | $32,631,420 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 111,849 | $32,601,747 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 1,350,096 | $32,564,316 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 608,493 | $32,426,592 | dollars as filed | |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 1,737,769 | $32,392,014 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 709,525 | $32,006,673 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 994,994 | $31,561,210 | dollars as filed | |
| LEONARDO DRS INC COM | 52661A108 | Stock | 677,934 | $31,510,372 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 113,791 | $31,177,596 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 1,526,904 | $30,400,659 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 207,943 | $29,860,615 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 530,083 | $28,168,611 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 279,164 | $26,635,037 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 807,173 | $24,844,785 | dollars as filed | |
| VIRTU FINL INC | 928254101 | CL A | 548,127 | $24,550,608 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 69,030 | $24,244,717 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 478,868 | $23,498,053 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 1,672,099 | $23,208,734 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 175,503 | $22,987,383 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 71,127 | $21,917,785 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 305,226 | $20,883,563 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 229,642 | $20,573,627 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 200,610 | $20,391,004 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 1,034,376 | $20,356,520 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 159,256 | $20,317,880 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 451,992 | $18,983,664 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 95,945 | $18,595,100 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 182,285 | $18,398,025 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 84,214 | $17,722,836 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 346,916 | $17,474,159 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 540,563 | $17,076,385 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 58,091 | $16,729,046 | dollars as filed | |
| REVOLVE GROUP INC CL A | 76156B107 | Stock | 817,980 | $16,400,499 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 62,592 | $15,700,577 | dollars as filed | |
| PROS Holdings Inc | 74346Y103 | Common Stock | 991,627 | $15,528,879 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 132,384 | $15,176,502 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 191,055 | $14,787,657 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 108,229 | $14,728,885 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 935,102 | $14,484,730 | dollars as filed | |
| ONTERRIS INC | 615111101 | COM | 656,814 | $14,377,658 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 348,294 | $13,353,592 | dollars as filed | |
| LINDSAY CORPORATION | 535555106 | COM | 92,423 | $13,332,018 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 393,360 | $13,291,634 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 148,424 | $13,240,905 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 22,864 | $12,960,230 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 195,123 | $12,491,774 | dollars as filed | |
| FIRST WATCH RESTAURANT GROUP | 33748L101 | COM | 768,962 | $12,334,150 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 115,841 | $12,246,711 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 37,731 | $11,680,386 | dollars as filed | |
| BIOLIFE SOLUTIONS INC COM NEW | 09062W204 | Stock | 531,719 | $11,453,227 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 55,189 | $11,293,877 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 144,750 | $10,573,988 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 117,460 | $10,562,003 | dollars as filed | |
| HUB GROUP INC | 443320106 | CL A | 313,904 | $10,493,811 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 19,957 | $10,164,300 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 61,970 | $10,154,404 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 71,931 | $9,883,319 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 99,953 | $9,254,648 | dollars as filed | |
| HEALTHSTREAM INC | 42222N103 | COM | 319,301 | $8,835,059 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 40,305 | $8,463,647 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 235,420 | $7,895,987 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 754,140 | $7,843,056 | dollars as filed | |
| TITAN MACHY INC | 88830R101 | COM | 383,943 | $7,605,911 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 268,270 | $7,589,358 | dollars as filed | |
| GULFPORT ENERGY CORP COMMON SHARES | 402635502 | Stock | 37,215 | $7,486,542 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 106,439 | $7,277,234 | dollars as filed | |
| PAR TECHNOLOGY CORP | 698884103 | COM | 102,923 | $7,139,769 | dollars as filed | |
| INTAPP INC | 45827U109 | COM | 123,499 | $6,375,018 | dollars as filed | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 832,643 | $4,771,044 | dollars as filed | |
| SIMULATIONS PLUS INC | 829214105 | COM | 268,576 | $4,686,651 | dollars as filed | |
| CHEFS WHSE INC | 163086101 | COM | 68,460 | $4,368,433 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 35,784 | $3,974,529 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,465 | $1,226,116 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,949 | $1,097,873 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,577 | $810,155 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,357 | $736,492 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,233 | $577,043 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 213 | $556,703 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 705 | $520,353 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,248 | $343,974 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,926 | $339,419 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,635 | $325,396 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,094 | $305,766 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 361 | $289,302 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,258 | $260,460 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 482 | $254,154 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 464 | $252,142 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001314440-25-000010 | this filing | 2025-07-30 | acceptance time not in the bulk data set |