Skip to content
Disclosery

13F-HR filed by Stephens Investment Management Group LLC

Stephens Investment Management Group LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 176 holding rows worth $9,328,513,591.

Accession
0001314440-26-000010
Filer
CIK 1314440
Filed
2026-07-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 176 entries on the cover page, a total value of $9,328,513,591 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,328,513,591 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 filedCUSIPClassAmountValueValue read asType
RBC BEARINGS INC COM75524B104Stock267,280$172,144,357dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM745,635$161,295,763dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW475,609$150,335,249dollars as filed
EXELIXIS INC COM30161Q104Stock2,710,011$147,451,698dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock512,263$139,309,923dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock858,613$131,333,444dollars as filed
REPLIGEN CORP COM759916109Stock937,084$127,855,741dollars as filed
ICON PUB LTD CO SHSG4705A100Stock720,261$125,116,538dollars as filed
ASTERA LABS INC COM04626A103COM254,996$123,168,168dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock316,408$120,352,111dollars as filed
BWX TECHNOLOGIES INC05605H100COM600,434$116,874,478dollars as filed
TECHNIPFMC PLC COMG87110105Stock1,694,154$112,322,410dollars as filed
BURLINGTON STORES INC COM122017106Stock353,673$112,043,606dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock595,369$109,018,018dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock1,392,819$109,015,943dollars as filed
HEICO CORP NEW422806208CL A414,821$106,986,484dollars as filed
TRAVERE THERAPEUTICS INC89422G107COM1,875,304$106,536,020dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM1,385,647$106,528,541dollars as filed
FIVE BELOW INC COM33829M101Stock576,176$103,590,683dollars as filed
RYAN SPECIALTY HOLDINGS INC CL A78351F107Stock2,716,484$102,574,436dollars as filed
LEONARDO DRS INC COM52661A108Stock2,401,901$102,489,116dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock398,529$99,624,279dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock185,522$98,250,596dollars as filed
EVERCORE INC CLASS A29977A105Stock282,832$96,570,158dollars as filed
ILLUMINA INC452327109COM537,926$94,583,529dollars as filed
AEROVIRONMENT INC COM008073108Stock567,423$93,664,515dollars as filed
AXONENTERPRISEINC05464C101STOK165,210$92,618,378dollars as filed
PALOMAR HLDGS INC COM69753M105Stock732,301$92,555,523dollars as filed
JFROG LTD ORD SHSM6191J100Stock1,013,628$92,118,513dollars as filed
GENERAC HLDGS INC368736104COM314,253$92,016,421dollars as filed
EVERPURE INC CL A74624M102Stock1,151,867$90,755,601dollars as filed
VARONIS SYS INC922280102COM2,158,912$90,587,948dollars as filed
FORGENT POWER SOLUTIONS INC34631F102COM SHS CL A1,616,102$90,275,458dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock181,002$89,610,470dollars as filed
OKTAINCCLASSA679295105STOK645,472$88,074,654dollars as filed
TEXAS ROADHOUSE INC COM882681109Stock444,559$85,902,136dollars as filed
COGNEX CORP192422103COM1,175,213$85,108,926dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock1,704,717$85,099,473dollars as filed
MANHATTAN ASSOCIATES INC COM562750109Stock606,425$84,444,681dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS802,838$84,033,053dollars as filed
BLOOM ENERGY CORP093712107COM276,883$83,812,484dollars as filed
PIPER SANDLER COMPANIES724078209COM NEW1,148,867$83,109,039dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock693,437$82,484,331dollars as filed
AAON INC000360206COM PAR $0.004643,256$81,603,456dollars as filed
DEXCOM INC COM252131107Stock1,204,553$81,126,645dollars as filed
WINGSTOP INC COM974155103Stock462,635$80,225,535dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW1,604,024$79,976,637dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock238,519$79,860,932dollars as filed
BOOT BARN HLDGS INC099406100COM485,103$79,687,870dollars as filed
TWIST BIOSCIENCE CORP90184D100COM767,364$78,946,408dollars as filed
HUNT J B TRANS SVCS INC COM445658107Stock269,491$77,998,780dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock430,995$77,376,532dollars as filed
XOMETRY INC98423F109CLASS A COM799,180$77,136,854dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock814,640$74,287,022dollars as filed
FABRINET SHSG3323L100Stock130,124$73,140,098dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock593,454$73,024,515dollars as filed
HUBBELL INC COM443510607Stock137,758$72,074,986dollars as filed
SITIME CORP COM82982T106Stock94,484$70,443,491dollars as filed
ONTO INNOVATION INC COM683344105Stock185,477$70,193,771dollars as filed
SUPERNUS PHARMACEUTICALS868459108COM1,485,821$69,105,535dollars as filed
SAIA INC78709Y105COM161,359$67,957,956dollars as filed
DUTCH BROS INC26701L100CL A934,504$67,106,732dollars as filed
TRACTOR SUPPLY CO COM892356106Stock2,116,776$66,911,289dollars as filed
BIO-TECHNE CORP09073M104COM944,697$66,742,843dollars as filed
HEALTHEQUITY INC COM42226A107Stock729,080$65,850,506dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock10,691,861$64,792,678dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock705,930$64,380,816dollars as filed
VSE CORP COM918284100Stock280,307$64,050,150dollars as filed
POWER INTEGRATIONS INC COM739276103Stock755,549$63,284,784dollars as filed
AMBARELLA INCG037AX101SHS721,711$61,922,804dollars as filed
RUBRIK INC.781154109CL A768,696$61,710,915dollars as filed
SAILPOINT INC COM78781J109Stock4,154,901$60,827,751dollars as filed
TOASTINCCLASSCLASSA888787108STOK2,170,232$60,375,854dollars as filed
SPORTRADAR GROUP AGH8088L103COM4,015,656$60,114,370dollars as filed
TRADEWEB MKTS INC CL A892672106Stock590,071$58,806,476dollars as filed
JAMES HARDIE INDS PLC ORD SHSG4253H101Stock2,241,488$58,682,156dollars as filed
IDEXX LABS INC COM45168D104Stock110,154$57,989,472dollars as filed
VIRTU FINL INC928254101CL A970,734$57,826,624dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM502,344$57,473,177dollars as filed
GLOBUS MED INC CL A379577208Stock723,451$57,159,864dollars as filed
MAGNOLIA OIL & GAS CORP559663109CL A2,219,966$56,786,730dollars as filed
MONGODB INC CL A60937P106Stock165,640$55,638,476dollars as filed
RAMBUS INC DEL COM750917106Stock409,436$54,348,535dollars as filed
ARCHROCK INC03957W106COM1,332,301$54,237,974dollars as filed
VIPER ENERGY INC64361Q101CL A1,245,624$52,814,458dollars as filed
DYNATRACE INC COM NEW268150109Stock1,178,107$51,730,678dollars as filed
INSULET CORP COM45784P101Stock337,747$51,421,981dollars as filed
ANTERO RESOURCES CORP COM03674X106Stock1,407,811$49,470,479dollars as filed
CIENA CORP COM NEW171779309Stock100,771$49,434,222dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock2,426,427$47,752,083dollars as filed
HERC HLDGS INC COM42704L104Stock322,420$46,215,683dollars as filed
MAXIMUS INC577933104COM854,785$45,953,242dollars as filed
BALCHEM CORP057665200COM270,501$45,701,144dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock153,284$44,829,439dollars as filed
BRIGHT HORIZONS FAM SOL IN DEL COM109194100Stock596,653$42,290,765dollars as filed
SENTINELONE INC81730H109CL A2,442,034$41,441,317dollars as filed
NUTANIX INC CL A67059N108Stock808,805$41,216,703dollars as filed
COHERENT CORP COM19247G107Stock103,359$40,772,025dollars as filed
INSTALLED BLDG PRODS INC45780R101COM175,271$40,284,287dollars as filed
TERADYNE INC COM880770102Stock82,466$39,900,349dollars as filed
ROSS STORES INC COM778296103Stock184,454$39,261,034dollars as filed
GUARDANT HEALTH INC COM40131M109Stock254,310$38,154,129dollars as filed
POWELL INDS INC739128106COM131,046$37,526,333dollars as filed
VIAVI SOLUTIONS INC925550105COM768,676$36,704,279dollars as filed
EZCORP INC302301106CL A NON VTG1,038,856$35,913,252dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock863,591$35,079,066dollars as filed
ACADEMY SPORTS & OUTDOORS INC COM00402L107Stock741,238$34,934,547dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM281,832$34,546,967dollars as filed
FASTENAL CO COM311900104Stock698,428$33,545,497dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR99,098$33,032,336dollars as filed
BRAZE INC10576N102COM CL A1,520,241$32,974,027dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock84,755$31,810,247dollars as filed
BULLISHG16910120ORD SHS1,355,974$31,770,471dollars as filed
NLIGHT INC65487K100COM456,139$31,756,397dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A1,678,373$30,093,228dollars as filed
ROBINHOOD MKTS INC770700102COM274,500$27,526,860dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock469,272$26,044,596dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock74,261$25,996,548dollars as filed
FIRST WATCH RESTAURANT GROUP33748L101COM1,953,921$25,186,042dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock86,017$24,995,680dollars as filed
ENCORE CAP GROUP INC292554102COM264,755$24,698,994dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS1,514,468$24,610,105dollars as filed
VISTRA CORP COM92840M102Stock152,780$24,235,491dollars as filed
PALO ALTO NETWORKS INC697435105COM67,371$22,974,858dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock16,400$22,670,704dollars as filed
FORTINET INC COM34959E109Stock145,450$22,344,029dollars as filed
PTC INC COM69370C100Stock196,341$22,306,301dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK46,906$21,535,952dollars as filed
ZSCALERINC98980G102STOK147,062$20,757,801dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock708,666$20,012,728dollars as filed
PARK AEROSPACE CORP70014A104COM496,355$18,940,907dollars as filed
AGILYSYS INC00847J105COM174,363$18,220,934dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock221,900$17,854,074dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock100,010$17,579,758dollars as filed
CAMTEK LTD ORDM20791105Stock106,612$17,390,549dollars as filed
TAT TECHNOLOGIES LTDM8740S227ORD NEW358,456$17,288,333dollars as filed
AMERICAN SUPERCONDUCTOR CORP030111207SHS NEW402,762$16,718,651dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock223,367$15,465,931dollars as filed
COPART INC COM217204106Stock547,560$15,435,716dollars as filed
HUB GROUP INC443320106CL A344,070$15,066,825dollars as filed
ONTERRIS INC615111101COM736,768$14,890,081dollars as filed
VEEVA SYS INC CL A COM922475108Stock80,861$14,350,402dollars as filed
SCHEIN HENRY INC806407102COM168,831$14,100,765dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM18,469$14,094,433dollars as filed
UNITED RENTALS INC COM911363109Stock12,283$13,915,288dollars as filed
NETSKOPE INC CL A64119N608COMMON STOCK1,100,154$12,035,685dollars as filed
LINDSAY CORPORATION535555106COM96,978$12,005,876dollars as filed
AXOGEN INC05463X106COM258,905$11,958,822dollars as filed
IMPINJ INC453204109COM82,897$11,873,337dollars as filed
TWILIO INC CL A90138F102Stock56,272$11,610,602dollars as filed
AUTODESK INC COM052769106Stock55,535$10,797,115dollars as filed
GULFPORT ENERGY CORP COMMON SHARES402635502Stock59,433$10,085,780dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS287,790$9,994,947dollars as filed
AMPRIUS TECHNOLOGIES INC COMMON STOCK03214Q108Stock714,324$9,900,531dollars as filed
RESMED INC COM761152107Stock45,984$8,961,362dollars as filed
YORK SPACE SYSTEMS INC987084100COMMON STOCK348,762$8,586,520dollars as filed
PAR TECHNOLOGY CORP698884103COM483,261$8,418,407dollars as filed
TITAN MACHY INC88830R101COM390,987$8,257,645dollars as filed
DATADOGINCCLASSA23804L103STOK24,563$6,395,223dollars as filed
SNOWFLAKE INC COM SHS833445109Stock25,112$6,391,004dollars as filed
VISHAY PRECISION GROUP INC92835K103COM35,957$5,390,314dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,566$1,225,445dollars as filed
NVIDIA Corp67066G104COM4,731$946,626dollars as filed
Microsoft Corp594918104COM1,829$682,254dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,819$650,056dollars as filed
Amazon.com, Inc023135106COM2,598$619,207dollars as filed
MARVELL TECHNOLOGY INC573874104COM2,007$597,865dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK273$543,117dollars as filed
META PLATFORMS INC CL A30303M102COM580$326,708dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,663$310,692dollars as filed
MERCADOLIBREINC58733R102STOK168$285,162dollars as filed
TJX Companies Inc872540109COM1,846$279,669dollars as filed
Raytheon Technologies Corporation75513E101COM1,471$279,093dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,418$276,087dollars as filed
Advanced Micro Devices,Inc.007903107COM422$245,144dollars as filed
Tesla Motors, Inc88160R101COM505$212,403dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001314440-26-000010this filing2026-07-29acceptance time not in the bulk data set