Stephens Investment Management Group LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KARMAN HLDGS INC(KRMN) | 346,916 | 1,336,524 | +989,608 | 17,474,159 | 96,497,033 | 1.25% | +79,022,874 |
| VIPER ENERGY INC(VNOM) | 0 | 1,136,895 | +1,136,895 | 0 | 43,452,127 | 0.56% | +43,452,127 |
| BLOOM ENERGY CORP | 0 | 494,427 | +494,427 | 0 | 41,813,691 | 0.54% | +41,813,691 |
| JAMES HARDIE INDS PLC | 0 | 2,006,873 | +2,006,873 | 0 | 38,552,026 | 0.50% | +38,552,026 |
| TRAVERE THERAPEUTICS INC(TVTX) | 0 | 1,599,668 | +1,599,668 | 0 | 38,232,065 | 0.50% | +38,232,065 |
| GENIUS SPORTS LIMITED | 754,140 | 3,330,469 | +2,576,329 | 7,843,056 | 41,231,206 | 0.53% | +33,388,150 |
| MAXIMUS INC(MMS) | 483,846 | 720,943 | +237,097 | 33,965,989 | 65,872,562 | 0.85% | +31,906,573 |
| TEXAS ROADHOUSE INC(TXRH) | 0 | 186,803 | +186,803 | 0 | 31,037,318 | 0.40% | +31,037,318 |
| LIGAND PHARMACEUTICALS INC(LGND) | 604,813 | 554,542 | -50,271 | 68,755,142 | 98,231,570 | 1.27% | +29,476,428 |
| ELECTRONIC ARTS INC(EA) | 555,540 | 577,643 | +22,103 | 88,719,738 | 116,510,593 | 1.51% | +27,790,855 |
| BULLISH(BLSH) | 0 | 425,725 | +425,725 | 0 | 27,080,367 | 0.35% | +27,080,367 |
| CIENA CORP(CIEN) | 671,152 | 541,504 | -129,648 | 54,584,792 | 78,880,888 | 1.02% | +24,296,096 |
| PURE STORAGE INC(P) | 1,089,690 | 1,031,247 | -58,443 | 62,744,350 | 86,428,811 | 1.12% | +23,684,461 |
| ICON PLC(ICLR) | 414,840 | 480,104 | +65,264 | 60,338,478 | 84,018,200 | 1.09% | +23,679,722 |
| HALOZYME THERAPEUTICS INC(HALO) | 1,291,977 | 1,225,181 | -66,796 | 67,208,644 | 89,854,775 | 1.16% | +22,646,131 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 935,102 | 1,802,642 | +867,540 | 14,484,730 | 35,818,497 | 0.46% | +21,333,767 |
| FIRSTCASH HOLDINGS INC(FCFS) | 848,900 | 857,510 | +8,610 | 114,720,346 | 135,846,734 | 1.76% | +21,126,388 |
| UNITY SOFTWARE INC(U) | 1,466,634 | 1,386,226 | -80,408 | 35,492,543 | 55,504,489 | 0.72% | +20,011,946 |
| PIPER SANDLER COMPANIES | 279,542 | 279,392 | -150 | 77,695,903 | 96,946,230 | 1.26% | +19,250,327 |
| MEDPACE HLDGS INC(MEDP) | 133,782 | 118,726 | -15,056 | 41,988,819 | 61,044,160 | 0.79% | +19,055,341 |
| BWX TECHNOLOGIES INC(BWXT) | 587,373 | 560,388 | -26,985 | 84,616,954 | 103,318,736 | 1.34% | +18,701,782 |
| COGNEX CORP(CGNX) | 994,994 | 1,100,446 | +105,452 | 31,561,210 | 49,850,204 | 0.65% | +18,288,994 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 857,700 | 802,142 | -55,558 | 42,018,723 | 58,813,051 | 0.76% | +16,794,328 |
| CREDO TECHNOLOGY GROUP HOLDI | 99,953 | 178,363 | +78,410 | 9,254,648 | 25,971,436 | 0.34% | +16,716,788 |
| DYNATRACE INC(DT) | 637,890 | 1,040,475 | +402,585 | 35,217,907 | 50,411,014 | 0.65% | +15,193,107 |
| EXACT SCIENCES CORP(EXK) | 530,083 | 791,527 | +261,444 | 28,168,611 | 43,304,442 | 0.56% | +15,135,831 |
| GENERAC HLDGS INC(GNRC) | 234,427 | 290,854 | +56,427 | 33,572,291 | 48,688,960 | 0.63% | +15,116,669 |
| REPLIGEN CORP(RGEN) | 522,847 | 598,356 | +75,509 | 65,031,710 | 79,982,247 | 1.04% | +14,950,537 |
| SUPERNUS PHARMACEUTICALS INC(SUPN) | 1,581,093 | 1,345,402 | -235,691 | 49,836,051 | 64,296,762 | 0.83% | +14,460,711 |
| ASTERA LABS INC(ALAB) | 0 | 67,423 | +67,423 | 0 | 13,201,423 | 0.17% | +13,201,423 |
| VERTIV HOLDINGS CO(VRT) | 635,288 | 626,806 | -8,482 | 81,577,332 | 94,559,953 | 1.23% | +12,982,621 |
| BIO-TECHNE CORP(TECH) | 845,523 | 1,015,189 | +169,666 | 43,502,158 | 56,474,964 | 0.73% | +12,972,806 |
| RUBRIK INC.(RBRK) | 229,642 | 404,113 | +174,471 | 20,573,627 | 33,238,294 | 0.43% | +12,664,667 |
| AMPRIUS TECHNOLOGIES INC(AMPX) | 0 | 1,082,907 | +1,082,907 | 0 | 11,392,182 | 0.15% | +11,392,182 |
| VIKING HOLDINGS LTD(VIK) | 608,493 | 686,873 | +78,380 | 32,426,592 | 42,696,026 | 0.55% | +10,269,434 |
| POWELL INDS INC(POWL) | 84,214 | 89,669 | +5,455 | 17,722,836 | 27,332,008 | 0.35% | +9,609,172 |
| AAON INC | 607,398 | 579,015 | -28,383 | 44,795,603 | 54,103,162 | 0.70% | +9,307,559 |
| INSTALLED BLDG PRODS INC(IBP) | 183,398 | 171,693 | -11,705 | 33,070,327 | 42,349,795 | 0.55% | +9,279,468 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 1,177,518 | 1,235,440 | +57,922 | 52,764,582 | 61,796,709 | 0.80% | +9,032,127 |
| XOMETRY INC(XMTR) | 393,360 | 391,728 | -1,632 | 13,291,634 | 21,337,424 | 0.28% | +8,045,790 |
| EZCORP INC(EZPW) | 1,672,099 | 1,634,267 | -37,832 | 23,208,734 | 31,116,444 | 0.40% | +7,907,710 |
| RAMBUS INC DEL(RMBS) | 195,123 | 193,391 | -1,732 | 12,491,774 | 20,151,342 | 0.26% | +7,659,568 |
| AMBARELLA INC(AMBA) | 493,929 | 477,498 | -16,431 | 32,631,420 | 39,403,135 | 0.51% | +6,771,715 |
| MONGODB INC(MDB) | 40,305 | 47,886 | +7,581 | 8,463,647 | 14,862,857 | 0.19% | +6,399,210 |
| SENTINELONE INC(S) | 1,961,919 | 2,399,643 | +437,724 | 35,863,879 | 42,257,713 | 0.55% | +6,393,834 |
| VARONIS SYS INC(VRNS) | 1,670,404 | 1,584,682 | -85,722 | 84,773,003 | 91,071,675 | 1.18% | +6,298,672 |
| PTC INC(PTC) | 367,108 | 342,496 | -24,612 | 63,267,393 | 69,533,538 | 0.90% | +6,266,145 |
| ENCORE CAP GROUP INC(ECPG) | 1,248,831 | 1,308,252 | +59,421 | 48,342,248 | 54,606,439 | 0.71% | +6,264,191 |
| PROS HOLDINGS INC | 991,627 | 941,893 | -49,734 | 15,528,879 | 21,578,769 | 0.28% | +6,049,890 |
| VSE CORP(VSEC) | 175,503 | 174,505 | -998 | 22,987,383 | 29,009,711 | 0.38% | +6,022,328 |
| PROCORE TECHNOLOGIES INC(PCOR) | 305,226 | 365,149 | +59,923 | 20,883,563 | 26,626,665 | 0.35% | +5,743,102 |
| IDEXX LABS INC(IDXX) | 103,353 | 95,601 | -7,752 | 55,432,348 | 61,078,523 | 0.79% | +5,646,175 |
| LEONARDO DRS INC(DRS) | 677,934 | 817,465 | +139,531 | 31,510,372 | 37,112,911 | 0.48% | +5,602,539 |
| AMICUS THERAPEUTICS INC | 832,643 | 1,260,634 | +427,991 | 4,771,044 | 9,933,796 | 0.13% | +5,162,752 |
| VISTRA CORP(VST) | 95,945 | 121,198 | +25,253 | 18,595,100 | 23,745,112 | 0.31% | +5,150,012 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 62,592 | 67,764 | +5,172 | 15,700,577 | 20,695,803 | 0.27% | +4,995,226 |
| VIA TRANSN INC(VIA) | 0 | 99,565 | +99,565 | 0 | 4,787,085 | 0.06% | +4,787,085 |
| TERADYNE INC(TER) | 117,460 | 111,400 | -6,060 | 10,562,003 | 15,333,096 | 0.20% | +4,771,093 |
| NLIGHT INC(LASR) | 1,034,376 | 845,456 | -188,920 | 20,356,520 | 25,050,861 | 0.32% | +4,694,341 |
| BAKER HUGHES COMPANY(BKR) | 348,294 | 369,342 | +21,048 | 13,353,592 | 17,994,342 | 0.23% | +4,640,750 |
| FABRINET(FN) | 155,332 | 138,106 | -17,226 | 45,773,234 | 50,356,210 | 0.65% | +4,582,976 |
| IRHYTHM TECHNOLOGIES INC(IRTC) | 552,916 | 519,958 | -32,958 | 85,126,947 | 89,427,576 | 1.16% | +4,300,629 |
| DUTCH BROS INC(BROS) | 106,439 | 219,696 | +113,257 | 7,277,234 | 11,498,889 | 0.15% | +4,221,655 |
| SAIA INC(SAIA) | 113,791 | 117,946 | +4,155 | 31,177,596 | 35,308,315 | 0.46% | +4,130,719 |
| BIOLIFE SOLUTIONS INC(BLFS) | 531,719 | 608,814 | +77,095 | 11,453,227 | 15,530,845 | 0.20% | +4,077,618 |
| FIVE BELOW INC(FIVE) | 744,734 | 657,846 | -86,888 | 97,694,206 | 101,768,776 | 1.32% | +4,074,570 |
| AMERICAN SUPERCONDUCTOR CORP | 0 | 67,911 | +67,911 | 0 | 4,033,234 | 0.05% | +4,033,234 |
| FASTENAL CO(FAST) | 451,992 | 466,719 | +14,727 | 18,983,664 | 22,887,900 | 0.30% | +3,904,236 |
| MONTROSE ENVIRONMENTAL GROUP | 656,814 | 660,928 | +4,114 | 14,377,658 | 18,149,083 | 0.24% | +3,771,425 |
| TRACTOR SUPPLY CO(TSCO) | 1,078,292 | 1,065,899 | -12,393 | 56,901,469 | 60,617,676 | 0.79% | +3,716,207 |
| CLEARWATER ANALYTICS HLDGS I | 2,286,507 | 2,978,574 | +692,067 | 50,143,099 | 53,673,903 | 0.70% | +3,530,804 |
| ROSS STORES INC(ROST) | 159,256 | 156,341 | -2,915 | 20,317,880 | 23,824,805 | 0.31% | +3,506,925 |
| COHERENT CORP(COHR) | 148,424 | 155,404 | +6,980 | 13,240,905 | 16,740,119 | 0.22% | +3,499,214 |
| SOLARIS ENERGY INFRAS INC(SEI) | 268,270 | 266,083 | -2,187 | 7,589,358 | 10,635,338 | 0.14% | +3,045,980 |
| AZENTA INC(AZTA) | 807,173 | 965,862 | +158,689 | 24,844,785 | 27,739,557 | 0.36% | +2,894,772 |
| GLOBUS MED INC(GMED) | 648,574 | 718,060 | +69,486 | 38,278,838 | 41,123,296 | 0.53% | +2,844,458 |
| KRATOS DEFENSE & SEC SOLUTIO(KTOS) | 2,579,481 | 1,341,064 | -1,238,417 | 119,816,892 | 122,533,018 | 1.59% | +2,716,126 |
| COSTAR GROUP INC(CSGP) | 773,281 | 766,512 | -6,769 | 62,171,792 | 64,670,617 | 0.84% | +2,498,825 |
| IMPINJ INC(PI) | 35,784 | 35,747 | -37 | 3,974,529 | 6,461,270 | 0.08% | +2,486,741 |
| SAILPOINT INC(SAIL) | 1,513,754 | 1,679,495 | +165,741 | 34,604,416 | 37,083,250 | 0.48% | +2,478,834 |
| BURLINGTON STORES INC(BURL) | 403,533 | 378,559 | -24,974 | 93,877,917 | 96,343,266 | 1.25% | +2,465,349 |
| FIRST WATCH RESTAURANT GROUP | 768,962 | 932,064 | +163,102 | 12,334,150 | 14,577,481 | 0.19% | +2,243,331 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 71,127 | 68,553 | -2,574 | 21,917,785 | 24,079,927 | 0.31% | +2,162,142 |
| EVERCORE INC(EVR) | 298,480 | 245,310 | -53,170 | 80,595,570 | 82,747,969 | 1.07% | +2,152,399 |
| NUTANIX INC(NTNX) | 559,635 | 596,908 | +37,273 | 42,778,499 | 44,403,986 | 0.58% | +1,625,487 |
| REDDIT INC(RDDT) | 330,250 | 222,963 | -107,287 | 49,725,743 | 51,279,260 | 0.66% | +1,553,517 |
| ILLUMINA INC(ILMN) | 279,164 | 295,477 | +16,313 | 26,635,037 | 28,061,451 | 0.36% | +1,426,414 |
| INSULET CORP(PODD) | 133,852 | 140,823 | +6,971 | 42,053,621 | 43,476,285 | 0.56% | +1,422,664 |
| SIMULATIONS PLUS INC | 268,576 | 392,840 | +124,264 | 4,686,651 | 5,920,099 | 0.08% | +1,233,448 |
| GLOBAL E ONLINE LTD | 235,420 | 254,869 | +19,449 | 7,895,987 | 9,114,115 | 0.12% | +1,218,128 |
| GULFPORT ENERGY CORP(GPOR) | 37,215 | 48,001 | +10,786 | 7,486,542 | 8,687,221 | 0.11% | +1,200,679 |
| MARVELL TECHNOLOGY INC(MRVL) | 191,055 | 187,044 | -4,011 | 14,787,657 | 15,724,789 | 0.20% | +937,132 |
| REVOLVE GROUP INC(RVLV) | 817,980 | 811,987 | -5,993 | 16,400,499 | 17,295,323 | 0.22% | +894,824 |
| ROCKWELL AUTOMATION INC(ROK) | 171,945 | 165,437 | -6,508 | 57,114,971 | 57,825,195 | 0.75% | +710,224 |
| POOL CORP(POOL) | 111,849 | 106,974 | -4,875 | 32,601,747 | 33,169,428 | 0.43% | +567,681 |
| SITEONE LANDSCAPE SUPPLY INC(SITE) | 461,804 | 436,894 | -24,910 | 55,850,576 | 56,271,947 | 0.73% | +421,371 |
| DIAMONDBACK ENERGY INC(FANG) | 71,931 | 70,857 | -1,074 | 9,883,319 | 10,139,637 | 0.13% | +256,318 |
| HUB GROUP INC(HUBG) | 313,904 | 311,088 | -2,816 | 10,493,811 | 10,713,871 | 0.14% | +220,060 |
| VEEVA SYS INC(VEEV) | 58,091 | 56,893 | -1,198 | 16,729,046 | 16,948,994 | 0.22% | +219,948 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 407,887 | 383,812 | -24,075 | 99,055,358 | 99,161,668 | 1.29% | +106,310 |