Stephens Investment Management Group LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPORTRADAR GROUP AG | 0 | 2,214,678 | +2,214,678 | 0 | 52,642,896 | +52,642,896 |
| PENUMBRA INC | 0 | 120,815 | +120,815 | 0 | 37,562,592 | +37,562,592 |
| ARCHROCK INC | 0 | 1,264,576 | +1,264,576 | 0 | 32,904,268 | +32,904,268 |
| CLEARWATER ANALYTICS HLDGS I | 2,978,574 | 3,531,792 | +553,218 | 53,673,903 | 85,186,823 | +31,512,920 |
| TEXAS ROADHOUSE INC | 186,803 | 370,225 | +183,422 | 31,037,318 | 61,457,350 | +30,420,032 |
| XOMETRY INC | 391,728 | 842,987 | +451,259 | 21,337,424 | 50,132,437 | +28,795,013 |
| REPLIGEN CORP | 598,356 | 657,111 | +58,755 | 79,982,247 | 107,674,208 | +27,691,961 |
| TRAVERE THERAPEUTICS INC | 1,599,668 | 1,721,623 | +121,955 | 38,232,065 | 65,783,215 | +27,551,150 |
| ASTERA LABS INC | 67,423 | 238,777 | +171,354 | 13,201,423 | 39,722,942 | +26,521,519 |
| PALOMAR HLDGS INC | 579,458 | 694,317 | +114,859 | 67,651,721 | 93,566,159 | +25,914,438 |
| VIKING HOLDINGS LTD | 686,873 | 956,147 | +269,274 | 42,696,026 | 68,278,457 | +25,582,431 |
| MACOM TECH SOLUTIONS HLDGS I | 541,599 | 541,059 | -540 | 67,423,660 | 92,672,586 | +25,248,926 |
| CREDO TECHNOLOGY GROUP HOLDI | 178,363 | 355,653 | +177,290 | 25,971,436 | 51,174,910 | +25,203,474 |
| RYAN SPECIALTY HOLDINGS INC | 1,362,484 | 1,929,094 | +566,610 | 76,789,598 | 99,599,123 | +22,809,525 |
| GLOBUS MED INC | 718,060 | 717,323 | -737 | 41,123,296 | 62,629,471 | +21,506,175 |
| GENIUS SPORTS LIMITED | 3,330,469 | 5,624,316 | +2,293,847 | 41,231,206 | 61,979,962 | +20,748,756 |
| MIRION TECHNOLOGIES INC | 0 | 809,943 | +809,943 | 0 | 18,968,865 | +18,968,865 |
| KINSALE CAP GROUP INC | 151,159 | 208,075 | +56,916 | 64,281,876 | 81,382,294 | +17,100,418 |
| ILLUMINA INC | 295,477 | 342,571 | +47,094 | 28,061,451 | 44,931,612 | +16,870,161 |
| ENCORE CAP GROUP INC | 1,308,252 | 1,305,649 | -2,603 | 54,606,439 | 70,962,023 | +16,355,584 |
| RBC BEARINGS INC | 271,726 | 272,307 | +581 | 106,051,941 | 122,110,628 | +16,058,687 |
| FIVE BELOW INC | 657,846 | 624,864 | -32,982 | 101,768,776 | 117,699,383 | +15,930,607 |
| ICON PLC | 480,104 | 542,996 | +62,892 | 84,018,200 | 98,944,731 | +14,926,531 |
| UNITY SOFTWARE INC | 1,386,226 | 1,569,541 | +183,315 | 55,504,489 | 69,326,626 | +13,822,137 |
| BURLINGTON STORES INC | 378,559 | 378,889 | +330 | 96,343,266 | 109,442,088 | +13,098,822 |
| FABRINET | 138,106 | 138,100 | -6 | 50,356,210 | 62,874,168 | +12,517,958 |
| RUBRIK INC. | 404,113 | 595,851 | +191,738 | 33,238,294 | 45,570,684 | +12,332,390 |
| HUNT J B TRANS SVCS INC | 197,818 | 198,976 | +1,158 | 26,541,241 | 38,668,996 | +12,127,755 |
| DEXCOM INC | 861,100 | 1,042,801 | +181,701 | 57,943,419 | 69,210,702 | +11,267,283 |
| MONOLITHIC PWR SYS INC | 0 | 11,836 | +11,836 | 0 | 10,727,677 | +10,727,677 |
| COSTAR GROUP INC | 766,512 | 1,114,972 | +348,460 | 64,670,617 | 74,970,717 | +10,300,100 |
| BRAZE INC | 1,134,289 | 1,233,143 | +98,854 | 32,259,179 | 42,284,473 | +10,025,294 |
| COHERENT CORP | 155,404 | 143,793 | -11,611 | 16,740,119 | 26,539,874 | +9,799,755 |
| AMICUS THERAPEUTICS INC | 1,260,634 | 1,351,814 | +91,180 | 9,933,796 | 19,249,831 | +9,316,035 |
| BIO-TECHNE CORP | 1,015,189 | 1,109,658 | +94,469 | 56,474,964 | 65,258,987 | +8,784,023 |
| AZENTA INC | 965,862 | 1,072,039 | +106,177 | 27,739,557 | 35,656,017 | +7,916,460 |
| NETSKOPE INC | 0 | 449,622 | +449,622 | 0 | 7,886,370 | +7,886,370 |
| EXELIXIS INC | 2,511,156 | 2,539,421 | +28,265 | 103,710,743 | 111,302,822 | +7,592,079 |
| TRACTOR SUPPLY CO | 1,065,899 | 1,362,940 | +297,041 | 60,617,676 | 68,160,629 | +7,542,953 |
| DUTCH BROS INC | 219,696 | 304,281 | +84,585 | 11,498,889 | 18,628,083 | +7,129,194 |
| ROCKWELL AUTOMATION INC | 165,437 | 165,763 | +326 | 57,825,195 | 64,493,410 | +6,668,215 |
| TERADYNE INC | 111,400 | 112,874 | +1,474 | 15,333,096 | 21,847,891 | +6,514,795 |
| SAIA INC | 117,946 | 127,193 | +9,247 | 35,308,315 | 41,531,058 | +6,222,743 |
| LATTICE SEMICONDUCTOR CORP | 802,142 | 883,165 | +81,023 | 58,813,051 | 64,983,281 | +6,170,230 |
| FIRST WATCH RESTAURANT GROUP | 932,064 | 1,367,051 | +434,987 | 14,577,481 | 20,615,129 | +6,037,648 |
| OLLIES BARGAIN OUTLET HLDGS | 677,485 | 848,385 | +170,900 | 86,989,074 | 92,991,480 | +6,002,406 |
| MEDPACE HLDGS INC | 118,726 | 119,117 | +391 | 61,044,160 | 66,902,063 | +5,857,903 |
| VERISK ANALYTICS INC | 286,477 | 348,196 | +61,719 | 72,051,830 | 77,887,963 | +5,836,133 |
| ZETA GLOBAL HOLDINGS CORP | 1,802,642 | 2,040,266 | +237,624 | 35,818,497 | 41,519,413 | +5,700,916 |
| MONGODB INC | 47,886 | 48,983 | +1,097 | 14,862,857 | 20,557,675 | +5,694,818 |
| SUPERNUS PHARMACEUTICALS INC | 1,345,402 | 1,406,522 | +61,120 | 64,296,762 | 69,904,143 | +5,607,381 |
| JAMES HARDIE INDS PLC | 2,006,873 | 2,126,724 | +119,851 | 38,552,026 | 44,129,523 | +5,577,497 |
| PROCORE TECHNOLOGIES INC | 365,149 | 440,585 | +75,436 | 26,626,665 | 32,048,153 | +5,421,488 |
| BULLISH | 425,725 | 850,248 | +424,523 | 27,080,367 | 32,198,892 | +5,118,525 |
| AXOGEN INC | 0 | 154,085 | +154,085 | 0 | 5,043,202 | +5,043,202 |
| IDEXX LABS INC | 95,601 | 97,382 | +1,781 | 61,078,523 | 65,881,844 | +4,803,321 |
| ROSS STORES INC | 156,341 | 158,065 | +1,724 | 23,824,805 | 28,473,829 | +4,649,024 |
| PAR TECHNOLOGY CORP | 158,959 | 282,790 | +123,831 | 6,291,597 | 10,259,621 | +3,968,024 |
| IMPINJ INC | 35,747 | 58,326 | +22,579 | 6,461,270 | 10,149,307 | +3,688,037 |
| EXPAND ENERGY CORPORATION | 757,576 | 761,911 | +4,335 | 80,484,874 | 84,084,498 | +3,599,624 |
| NLIGHT INC | 845,456 | 760,729 | -84,727 | 25,050,861 | 28,534,945 | +3,484,084 |
| SIMULATIONS PLUS INC | 392,840 | 513,728 | +120,888 | 5,920,099 | 9,365,261 | +3,445,162 |
| HUB GROUP INC | 311,088 | 331,319 | +20,231 | 10,713,871 | 14,117,503 | +3,403,632 |
| VERTIV HOLDINGS CO | 626,806 | 600,663 | -26,143 | 94,559,953 | 97,313,413 | +2,753,460 |
| IRHYTHM TECHNOLOGIES INC | 519,958 | 519,325 | -633 | 89,427,576 | 92,149,028 | +2,721,452 |
| INSTALLED BLDG PRODS INC | 171,693 | 171,468 | -225 | 42,349,795 | 44,477,085 | +2,127,290 |
| VIA TRANSN INC | 99,565 | 234,211 | +134,646 | 4,787,085 | 6,794,461 | +2,007,376 |
| KEYSIGHT TECHNOLOGIES INC | 57,980 | 59,171 | +1,191 | 10,141,862 | 12,022,955 | +1,881,093 |
| AGILYSYS INC | 130,679 | 130,954 | +275 | 13,753,965 | 15,562,573 | +1,808,608 |
| GLOBAL E ONLINE LTD | 254,869 | 276,971 | +22,102 | 9,114,115 | 10,887,730 | +1,773,615 |
| HUBBELL INC | 113,822 | 114,255 | +433 | 48,978,745 | 50,741,788 | +1,763,043 |
| GULFPORT ENERGY CORP | 48,001 | 49,964 | +1,963 | 8,687,221 | 10,392,012 | +1,704,791 |
| SAILPOINT INC | 1,679,495 | 1,917,324 | +237,829 | 37,083,250 | 38,787,465 | +1,704,215 |
| BLOOM ENERGY CORP | 494,427 | 499,823 | +5,396 | 41,813,691 | 43,429,620 | +1,615,929 |
| HENRY SCHEIN INC | 135,619 | 138,996 | +3,377 | 9,001,033 | 10,505,318 | +1,504,285 |
| KORNIT DIGITAL LTD | 1,478,115 | 1,475,945 | -2,170 | 19,954,553 | 21,224,089 | +1,269,536 |
| TITAN MACHY INC | 430,374 | 559,589 | +129,215 | 7,204,461 | 8,416,219 | +1,211,758 |
| ANTERO RESOURCES CORP | 1,185,601 | 1,187,970 | +2,369 | 39,788,770 | 40,937,446 | +1,148,676 |
| VSE CORP | 174,505 | 173,943 | -562 | 29,009,711 | 30,052,132 | +1,042,421 |
| AMERICAN SUPERCONDUCTOR CORP | 67,911 | 174,228 | +106,317 | 4,033,234 | 5,014,282 | +981,048 |
| BALCHEM CORP | 267,832 | 267,455 | -377 | 40,190,870 | 41,016,899 | +826,029 |
| SOLARIS ENERGY INFRAS INC | 266,083 | 247,578 | -18,505 | 10,635,338 | 11,381,161 | +745,823 |
| DIAMONDBACK ENERGY INC | 70,857 | 71,889 | +1,032 | 10,139,637 | 10,807,073 | +667,436 |
| EVERCORE INC | 245,310 | 245,062 | -248 | 82,747,969 | 83,382,346 | +634,377 |
| VIPER ENERGY INC | 1,136,895 | 1,138,230 | +1,335 | 43,452,127 | 43,969,825 | +517,698 |
| MARVELL TECHNOLOGY INC | 187,044 | 189,314 | +2,270 | 15,724,789 | 16,087,904 | +363,115 |
| RTX CORPORATION | 0 | 1,383 | +1,383 | 0 | 253,642 | +253,642 |
| ALPHABET INC | 1,299 | 1,750 | +451 | 315,787 | 547,750 | +231,963 |
| CME GROUP INC | 0 | 821 | +821 | 0 | 224,199 | +224,199 |
| INTUITIVE SURGICAL INC | 0 | 387 | +387 | 0 | 219,181 | +219,181 |
| TESLA INC | 0 | 485 | +485 | 0 | 218,114 | +218,114 |
| TAIWAN SEMICONDUCTOR MFG LTD | 2,322 | 2,591 | +269 | 648,511 | 787,379 | +138,868 |
| AMAZON COM INC | 2,257 | 2,488 | +231 | 495,569 | 574,280 | +78,711 |
| ASML HOLDING N V | 221 | 254 | +33 | 213,948 | 271,744 | +57,796 |
| SHOPIFY INC | 1,819 | 2,027 | +208 | 270,322 | 326,286 | +55,964 |
| TJX COS INC NEW | 1,503 | 1,735 | +232 | 217,244 | 266,513 | +49,269 |
| MICROSOFT CORP | 1,571 | 1,743 | +172 | 813,699 | 842,950 | +29,251 |
| META PLATFORMS INC | 519 | 561 | +42 | 381,143 | 370,310 | -10,833 |
| NVIDIA CORPORATION | 4,595 | 4,526 | -69 | 857,335 | 844,099 | -13,236 |
| MERCADOLIBRE INC | 145 | 160 | +15 | 338,856 | 322,282 | -16,574 |