Holders — by stockHoldings — by fund
Stephens Investment Management Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001314440
$9.33B
disclosed book value
176
positions
1.8%
largest position share
Positions, as of 2026-06-30
top 100 of 176 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RBCRBC BEARINGS INC | 267,280 | $172.1M | 1.8% |
| 2 | FCFSFIRSTCASH HOLDINGS INC | 745,635 | $161.3M | 1.7% |
| 3 | LGNDLIGAND PHARMACEUTICALS INC | 475,609 | $150.3M | 1.6% |
| 4 | EXELEXELIXIS INC | 2.7M | $147.5M | 1.6% |
| 5 | CREDO TECHNOLOGY GROUP HOLDI | 512,263 | $139.3M | 1.5% |
| 6 | LSCCLATTICE SEMICONDUCTOR CORP | 858,613 | $131.3M | 1.4% |
| 7 | RGENREPLIGEN CORP | 937,084 | $127.9M | 1.4% |
| 8 | ICON PUB LTD CO | 720,261 | $125.1M | 1.3% |
| 9 | ALABASTERA LABS INC | 254,996 | $123.2M | 1.3% |
| 10 | MTSIMACOM TECH SOLUTIONS HLDGS I | 316,408 | $120.4M | 1.3% |
| 11 | BWXTBWX TECHNOLOGIES INC | 600,434 | $116.9M | 1.3% |
| 12 | TECHNIPFMC PLC | 1.7M | $112.3M | 1.2% |
| 13 | BURLBURLINGTON STORES INC | 353,673 | $112.0M | 1.2% |
| 14 | LYVLIVE NATION ENTERTAINMENT IN | 595,369 | $109.0M | 1.2% |
| 15 | HALOHALOZYME THERAPEUTICS INC | 1.4M | $109.0M | 1.2% |
| 16 | HEI/AHEICO CORP NEW | 414,821 | $107.0M | 1.1% |
| 17 | TVTXTRAVERE THERAPEUTICS INC | 1.9M | $106.5M | 1.1% |
| 18 | OLLIOLLIES BARGAIN OUTLET HLDGS | 1.4M | $106.5M | 1.1% |
| 19 | FIVEFIVE BELOW INC | 576,176 | $103.6M | 1.1% |
| 20 | RYANRYAN SPECIALTY HOLDINGS INC | 2.7M | $102.6M | 1.1% |
| 21 | DRSLEONARDO DRS INC | 2.4M | $102.5M | 1.1% |
| 22 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 398,529 | $99.6M | 1.1% |
| 23 | MEDPMEDPACE HLDGS INC | 185,522 | $98.3M | 1.1% |
| 24 | EVREVERCORE INC | 282,832 | $96.6M | 1% |
| 25 | ILMNILLUMINA INC | 537,926 | $94.6M | 1% |
| 26 | AVAVAEROVIRONMENT INC | 567,423 | $93.7M | 1% |
| 27 | AXONAXON ENTERPRISE INC | 165,210 | $92.6M | 1% |
| 28 | PLMRPALOMAR HLDGS INC | 732,301 | $92.6M | 1% |
| 29 | JFROG LTD | 1.0M | $92.1M | 1% |
| 30 | GNRCGENERAC HLDGS INC | 314,253 | $92.0M | 1% |
| 31 | PEVERPURE INC | 1.2M | $90.8M | 1% |
| 32 | VRNSVARONIS SYS INC | 2.2M | $90.6M | 1% |
| 33 | FPSFORGENT POWER SOLUTIONS INC | 1.6M | $90.3M | 1% |
| 34 | ROKROCKWELL AUTOMATION INC | 181,002 | $89.6M | 1% |
| 35 | OKTAOKTA INC | 645,472 | $88.1M | 0.9% |
| 36 | TXRHTEXAS ROADHOUSE INC | 444,559 | $85.9M | 0.9% |
| 37 | CGNXCOGNEX CORP | 1.2M | $85.1M | 0.9% |
| 38 | KRMNKARMAN HLDGS INC | 1.7M | $85.1M | 0.9% |
| 39 | MANHMANHATTAN ASSOCIATES INC | 606,425 | $84.4M | 0.9% |
| 40 | VIKING HOLDINGS LTD | 802,838 | $84.0M | 0.9% |
| 41 | BEBLOOM ENERGY CORP | 276,883 | $83.8M | 0.9% |
| 42 | PIPRPIPER SANDLER COMPANIES | 1.1M | $83.1M | 0.9% |
| 43 | IRTCIRHYTHM HOLDINGS INC | 693,437 | $82.5M | 0.9% |
| 44 | AAONAAON INC | 643,256 | $81.6M | 0.9% |
| 45 | DXCMDEXCOM INC | 1.2M | $81.1M | 0.9% |
| 46 | WINGWINGSTOP INC | 462,635 | $80.2M | 0.9% |
| 47 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1.6M | $80.0M | 0.9% |
| 48 | VRTVERTIV HOLDINGS CO | 238,519 | $79.9M | 0.9% |
| 49 | BOOTBOOT BARN HLDGS INC | 485,103 | $79.7M | 0.9% |
| 50 | TWSTTWIST BIOSCIENCE CORP | 767,364 | $78.9M | 0.8% |
| 51 | JBHTHUNT J B TRANS SVCS INC | 269,491 | $78.0M | 0.8% |
| 52 | VRSKVERISK ANALYTICS INC | 430,995 | $77.4M | 0.8% |
| 53 | XMTRXOMETRY INC | 799,180 | $77.1M | 0.8% |
| 54 | EXEEXPAND ENERGY CORPORATION | 814,640 | $74.3M | 0.8% |
| 55 | FABRINET | 130,124 | $73.1M | 0.8% |
| 56 | GWREGUIDEWIRE SOFTWARE INC | 593,454 | $73.0M | 0.8% |
| 57 | HUBBHUBBELL INC | 137,758 | $72.1M | 0.8% |
| 58 | SITMSITIME CORP | 94,484 | $70.4M | 0.8% |
| 59 | ONTOONTO INNOVATION INC | 185,477 | $70.2M | 0.8% |
| 60 | SUPNSUPERNUS PHARMACEUTICALS | 1.5M | $69.1M | 0.7% |
| 61 | SAIASAIA INC | 161,359 | $68.0M | 0.7% |
| 62 | BROSDUTCH BROS INC | 934,504 | $67.1M | 0.7% |
| 63 | TSCOTRACTOR SUPPLY CO | 2.1M | $66.9M | 0.7% |
| 64 | TECHBIO-TECHNE CORP | 944,697 | $66.7M | 0.7% |
| 65 | HQYHEALTHEQUITY INC | 729,080 | $65.9M | 0.7% |
| 66 | GENIUS SPORTS LIMITED | 10.7M | $64.8M | 0.7% |
| 67 | MCHPMICROCHIP TECHNOLOGY INC. | 705,930 | $64.4M | 0.7% |
| 68 | VSECVSE CORP | 280,307 | $64.1M | 0.7% |
| 69 | POWIPOWER INTEGRATIONS INC | 755,549 | $63.3M | 0.7% |
| 70 | AMBARELLA INC | 721,711 | $61.9M | 0.7% |
| 71 | RBRKRUBRIK INC. | 768,696 | $61.7M | 0.7% |
| 72 | SAILSAILPOINT INC | 4.2M | $60.8M | 0.7% |
| 73 | TOSTTOAST INC | 2.2M | $60.4M | 0.6% |
| 74 | SPORTRADAR GROUP AG | 4.0M | $60.1M | 0.6% |
| 75 | TWTRADEWEB MKTS INC | 590,071 | $58.8M | 0.6% |
| 76 | JAMES HARDIE INDS PLC | 2.2M | $58.7M | 0.6% |
| 77 | IDXXIDEXX LABS INC | 110,154 | $58.0M | 0.6% |
| 78 | VIRTVIRTU FINL INC | 970,734 | $57.8M | 0.6% |
| 79 | SITESITEONE LANDSCAPE SUPPLY INC | 502,344 | $57.5M | 0.6% |
| 80 | GMEDGLOBUS MED INC | 723,451 | $57.2M | 0.6% |
| 81 | MGYMAGNOLIA OIL & GAS CORP | 2.2M | $56.8M | 0.6% |
| 82 | MDBMONGODB INC | 165,640 | $55.6M | 0.6% |
| 83 | RMBSRAMBUS INC DEL | 409,436 | $54.3M | 0.6% |
| 84 | AROCARCHROCK INC | 1.3M | $54.2M | 0.6% |
| 85 | VNOMVIPER ENERGY INC | 1.2M | $52.8M | 0.6% |
| 86 | DTDYNATRACE INC | 1.2M | $51.7M | 0.6% |
| 87 | PODDINSULET CORP | 337,747 | $51.4M | 0.6% |
| 88 | ARANTERO RESOURCES CORP | 1.4M | $49.5M | 0.5% |
| 89 | CIENCIENA CORP | 100,771 | $49.4M | 0.5% |
| 90 | ZETAZETA GLOBAL HOLDINGS CORP | 2.4M | $47.8M | 0.5% |
| 91 | HRIHERC HLDGS INC | 322,420 | $46.2M | 0.5% |
| 92 | MMSMAXIMUS INC | 854,785 | $46.0M | 0.5% |
| 93 | BCPCBALCHEM CORP | 270,501 | $45.7M | 0.5% |
| 94 | TYLTYLER TECHNOLOGIES INC | 153,284 | $44.8M | 0.5% |
| 95 | BFAMBRIGHT HORIZONS FAM SOL IN D | 596,653 | $42.3M | 0.5% |
| 96 | SSENTINELONE INC | 2.4M | $41.4M | 0.4% |
| 97 | NTNXNUTANIX INC | 808,805 | $41.2M | 0.4% |
| 98 | COHRCOHERENT CORP | 103,359 | $40.8M | 0.4% |
| 99 | IBPINSTALLED BLDG PRODS INC | 175,271 | $40.3M | 0.4% |
| 100 | TERTERADYNE INC | 82,466 | $39.9M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.