13F-HR filed by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-05, with 176 holding rows worth $7,678,100,997.
- Accession
- 0001314440-26-000003
- Filer
- CIK 1314440
- Filed
- 2026-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 176 entries on the cover page, a total value of $7,678,100,997 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,678,100,997 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 |
|---|---|---|---|---|---|---|
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 847,241 | $135,033,271 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 272,307 | $122,110,628 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 624,864 | $117,699,383 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 2,539,421 | $111,302,822 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 378,889 | $109,442,088 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 657,111 | $107,674,208 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 509,558 | $102,426,254 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 404,234 | $102,040,789 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 412,807 | $99,853,885 | dollars as filed | |
| RYAN SPECIALTY HOLDINGS INC CL A | 78351F107 | Stock | 1,929,094 | $99,599,123 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 542,996 | $98,944,731 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 384,142 | $98,351,876 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 600,663 | $97,313,413 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 561,185 | $96,995,215 | dollars as filed | |
| PIPER SANDLER COMPANIES | 724078100 | COM | 279,037 | $94,791,659 | dollars as filed | |
| LIGAND PHARMACEUTICALS INC | 53220K504 | COM NEW | 501,040 | $94,731,633 | dollars as filed | |
| PALOMAR HLDGS INC COM | 69753M105 | Stock | 694,317 | $93,566,159 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 848,385 | $92,991,480 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 1,269,076 | $92,858,291 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 541,059 | $92,672,586 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 519,325 | $92,149,028 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 1,179,288 | $89,519,752 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 3,531,792 | $85,186,823 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 761,911 | $84,084,498 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 245,062 | $83,382,346 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 1,223,665 | $82,352,655 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 208,075 | $81,382,294 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 555,026 | $79,091,205 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 348,196 | $77,887,963 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 434,412 | $76,660,686 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 181,172 | $75,516,113 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 434,799 | $75,355,015 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 1,114,972 | $74,970,717 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 1,653,866 | $73,696,269 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 1,086,889 | $72,832,432 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 305,281 | $72,806,466 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 306,512 | $71,683,961 | dollars as filed | |
| ENCORE CAP GROUP INC | 292554102 | COM | 1,305,649 | $70,962,023 | dollars as filed | |
| SUPERNUS PHARMACEUTICALS | 868459108 | COM | 1,406,522 | $69,904,143 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 1,569,541 | $69,326,626 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 1,042,801 | $69,210,702 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 956,147 | $68,278,457 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 1,362,940 | $68,160,629 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 119,117 | $66,902,063 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 726,185 | $66,525,808 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 97,382 | $65,881,844 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 273,388 | $65,850,968 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 1,721,623 | $65,783,215 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 1,109,658 | $65,258,987 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 883,165 | $64,983,281 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 165,763 | $64,493,410 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 138,100 | $62,874,168 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 717,323 | $62,629,471 | dollars as filed | |
| MAXIMUS INC | 577933104 | COM | 719,847 | $62,137,193 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 1,749,414 | $62,121,691 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 5,624,316 | $61,979,962 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 1,233,834 | $61,642,347 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 135,524 | $61,521,120 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 370,225 | $61,457,350 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 343,886 | $59,908,380 | dollars as filed | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 563,210 | $57,109,494 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 1,690,349 | $55,443,447 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 437,599 | $54,507,331 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 489,841 | $52,677,501 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 2,214,678 | $52,642,896 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 355,653 | $51,174,910 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 114,255 | $50,741,788 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 842,987 | $50,132,437 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 636,296 | $48,517,570 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 1,104,704 | $47,877,871 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 83,224 | $47,265,406 | dollars as filed | |
| MAGNOLIA OIL & GAS CORP | 559663109 | CL A | 2,154,579 | $47,163,734 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 595,851 | $45,570,684 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 342,571 | $44,931,612 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 171,468 | $44,477,085 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 2,126,724 | $44,129,523 | dollars as filed | |
| VIPER ENERGY INC | 64361Q101 | CL A | 1,138,230 | $43,969,825 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 499,823 | $43,429,620 | dollars as filed | |
| BRAZE INC | 10576N102 | COM CL A | 1,233,143 | $42,284,473 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 654,538 | $41,707,161 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 127,193 | $41,531,058 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 2,040,266 | $41,519,413 | dollars as filed | |
| BALCHEM CORP | 057665200 | COM | 267,455 | $41,016,899 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 1,187,970 | $40,937,446 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 2,250,098 | $40,231,752 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 141,052 | $40,092,620 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 1,104,783 | $39,750,092 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 238,777 | $39,722,942 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 291,143 | $39,703,171 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 1,917,324 | $38,787,465 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 750,188 | $38,777,218 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 198,976 | $38,668,996 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 294,343 | $38,470,630 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 437,635 | $37,842,298 | dollars as filed | |
| PENUMBRA INC COM | 70975L107 | Stock | 120,815 | $37,562,592 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 2,397,116 | $35,956,740 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 1,072,039 | $35,656,017 | dollars as filed | |
| LEONARDO DRS INC COM | 52661A108 | Stock | 1,020,223 | $34,779,402 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 476,948 | $33,786,996 | dollars as filed | |
| ARCHROCK INC | 03957W106 | COM | 1,264,576 | $32,904,268 | dollars as filed | |
| BULLISH | G16910120 | ORD SHS | 850,248 | $32,198,892 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 440,585 | $32,048,153 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 314,906 | $31,981,853 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 131,922 | $30,324,910 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 173,943 | $30,052,132 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 1,540,046 | $29,907,693 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 760,729 | $28,534,945 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 158,065 | $28,473,829 | dollars as filed | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 747,929 | $26,581,397 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 143,793 | $26,539,874 | dollars as filed | |
| TENABLE HLDGS INC | 88025T102 | COM | 1,100,446 | $25,893,494 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 107,694 | $24,635,003 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 76,819 | $24,488,361 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 112,874 | $21,847,891 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 69,497 | $21,723,372 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 1,475,945 | $21,224,089 | dollars as filed | |
| FIRST WATCH RESTAURANT GROUP | 33748L101 | COM | 1,367,051 | $20,615,129 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 48,983 | $20,557,675 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 68,255 | $20,037,620 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 490,661 | $19,690,226 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 121,508 | $19,602,886 | dollars as filed | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 1,351,814 | $19,249,831 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 809,943 | $18,968,865 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 166,295 | $18,807,965 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 304,281 | $18,628,083 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 1,128,578 | $18,316,821 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 207,652 | $18,202,774 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 193,702 | $17,799,277 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 452,519 | $17,716,119 | dollars as filed | |
| ONTERRIS INC | 615111101 | COM | 704,702 | $17,497,751 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 372,808 | $16,977,676 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 189,314 | $16,087,904 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 26,814 | $15,571,158 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 130,954 | $15,562,573 | dollars as filed | |
| BIOLIFE SOLUTIONS INC COM NEW | 09062W204 | Stock | 606,887 | $14,674,528 | dollars as filed | |
| HUB GROUP INC | 443320106 | CL A | 331,319 | $14,117,503 | dollars as filed | |
| VIRTU FINL INC | 928254101 | CL A | 404,929 | $13,492,234 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 57,349 | $12,802,017 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 59,171 | $12,022,955 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 247,578 | $11,381,161 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 1,441,698 | $11,374,997 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 276,971 | $10,887,730 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 71,889 | $10,807,073 | dollars as filed | |
| LINDSAY CORPORATION | 535555106 | COM | 91,587 | $10,795,360 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 11,836 | $10,727,677 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 35,759 | $10,585,022 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 138,996 | $10,505,318 | dollars as filed | |
| GULFPORT ENERGY CORP COMMON SHARES | 402635502 | Stock | 49,964 | $10,392,012 | dollars as filed | |
| PAR TECHNOLOGY CORP | 698884103 | COM | 282,790 | $10,259,621 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 58,326 | $10,149,307 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 54,028 | $9,951,958 | dollars as filed | |
| SIMULATIONS PLUS INC | 829214105 | COM | 513,728 | $9,365,261 | dollars as filed | |
| TITAN MACHY INC | 88830R101 | COM | 559,589 | $8,416,219 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 449,622 | $7,886,370 | dollars as filed | |
| HEALTHSTREAM INC | 42222N103 | COM | 315,291 | $7,273,763 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 90,450 | $7,182,635 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 14,895 | $6,982,180 | dollars as filed | |
| VIA TRANSPORTATION INC CL A | 92556W104 | COMMON STOCK | 234,211 | $6,794,461 | dollars as filed | |
| REVOLVE GROUP INC CL A | 76156B107 | Stock | 203,517 | $6,144,178 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 154,085 | $5,043,202 | dollars as filed | |
| AMERICAN SUPERCONDUCTOR CORP | 030111207 | SHS NEW | 174,228 | $5,014,282 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,526 | $844,099 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,743 | $842,950 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,591 | $787,379 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,488 | $574,280 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,750 | $547,750 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,549 | $453,085 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 561 | $370,310 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,027 | $326,286 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 160 | $322,282 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 254 | $271,744 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,735 | $266,513 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,383 | $253,642 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 821 | $224,199 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 387 | $219,181 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 485 | $218,114 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001314440-26-000003 | this filing | 2026-02-05 | acceptance time not in the bulk data set |