EdgeMarket › What Stephens Investment Management Group Llc reported owning
What Stephens Investment Management Group Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.3BPositions
173Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FCFS FirstCash Holdings, Inc. | 156.5M | 2.1% | 832.2K | 225.28 | +61.9% |
| RBC RBC Bearings INC | 143.9M | 2.0% | 265.0K | 505.63 | +28.7% |
| FIVE FIVE BELOW, INC | 131.6M | 1.8% | 576.1K | 250.24 | +79.7% |
| VRT Vertiv Holdings Co | 122.7M | 1.7% | 489.7K | 261.95 | +105.4% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 114.5M | 1.6% | 515.8K | 266.61 | +120.1% |
| BWXT BWX Technologies, Inc. | 114.2M | 1.6% | 558.6K | 156.78 | -4.1% |
| EXEL EXELIXIS, INC. | 108.3M | 1.5% | 2.5M | 54.08 | +42.8% |
| FTI TechnipFMC plc | 106.7M | 1.5% | 1.5M | 77.45 | +122.8% |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | 103.7M | 1.4% | 1.1M | 76.07 | -43.6% |
| BURL Burlington Stores, Inc. | 100.8M | 1.4% | 309.8K | 326.50 | +17.7% |
| LGND LIGAND PHARMACEUTICALS INC | 98.8M | 1.4% | 494.7K | 286.29 | +84.4% |
| DRS Leonardo DRS, Inc. | 94.3M | 1.3% | 2.1M | 40.70 | -0.9% |
| ECPG ENCORE CAPITAL GROUP INC | 91.2M | 1.3% | 1.3M | 101.21 | +144.6% |
| AVAV AeroVironment Inc | 89.8M | 1.2% | 490.4K | 160.22 | -31.0% |
| RGEN REPLIGEN CORP | 89.0M | 1.2% | 755.6K | 181.13 | +49.0% |
| PIPR PIPER SANDLER COMPANIES | 85.7M | 1.2% | 1.1M | 75.02 | -6.8% |
| PLMR Palomar Holdings, Inc. | 85.4M | 1.2% | 714.9K | 130.09 | +4.0% |
| LYV Live Nation Entertainment, Inc. | 84.3M | 1.2% | 552.8K | 181.82 | +12.3% |
| EXE EXPAND ENERGY Corp | 83.3M | 1.1% | 759.1K | 96.09 | +2.2% |
| unmapped CUSIP 422806208 | 82.8M | 1.1% | 392.4K | — | — |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 81.8M | 1.1% | 2.4M | 43.28 | -27.6% |
| LSCC LATTICE SEMICONDUCTOR CORP | 81.5M | 1.1% | 878.6K | 117.69 | +91.7% |
| HALO HALOZYME THERAPEUTICS, INC. | 78.8M | 1.1% | 1.2M | 108.17 | +52.1% |
| GWRE Guidewire Software, Inc. | 78.5M | 1.1% | 524.8K | 189.19 | -12.5% |
| MEDP Medpace Holdings, Inc. | 78.2M | 1.1% | 162.8K | 620.75 | +33.3% |
| EVR Evercore Inc. | 77.6M | 1.1% | 259.8K | 291.89 | -4.1% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 75.6M | 1.0% | 382.7K | 239.62 | +4.8% |
| VRSK Verisk Analytics, Inc. | 75.4M | 1.0% | 397.4K | 187.50 | -30.8% |
| VIK Viking Holdings Ltd | 70.0M | 1.0% | 953.1K | 92.79 | +58.5% |
| FN Fabrinet | 70.0M | 1.0% | 134.3K | 436.67 | +55.8% |
| SUPN SUPERNUS PHARMACEUTICALS, INC. | 69.9M | 1.0% | 1.4M | 45.85 | +7.4% |
| TSCO TRACTOR SUPPLY CO /DE/ | 68.7M | 0.9% | 1.5M | 34.98 | -42.7% |
| MGY Magnolia Oil & Gas Corp | 68.6M | 0.9% | 2.2M | 28.14 | +21.5% |
| DXCM DEXCOM INC | 67.5M | 0.9% | 1.1M | 92.34 | +13.1% |
| BE Bloom Energy Corp | 67.4M | 0.9% | 497.4K | 201.45 | +352.6% |
| MANH MANHATTAN ASSOCIATES INC | 66.9M | 0.9% | 502.7K | 214.56 | +1.2% |
| TXRH Texas Roadhouse, Inc. | 66.7M | 0.9% | 404.0K | 204.48 | +18.0% |
| ICLR ICON PLC | 66.3M | 0.9% | 599.2K | 172.23 | -4.4% |
| IRTC iRhythm Holdings, Inc. | 66.3M | 0.9% | 561.5K | 128.52 | -21.2% |
| KRMN Karman Holdings Inc. | 64.9M | 0.9% | 810.1K | 53.40 | +5.2% |
| CIEN CIENA CORP | 64.5M | 0.9% | 166.2K | 395.79 | +356.8% |
| P Everpure, Inc. | 63.9M | 0.9% | 1.1M | 108.55 | +95.5% |
| BOOT Boot Barn Holdings, Inc. | 63.2M | 0.9% | 432.0K | 165.57 | -1.9% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 62.7M | 0.9% | 888.9K | 57.17 | -11.0% |
| TW Tradeweb Markets Inc. | 62.3M | 0.9% | 529.8K | 107.04 | -17.9% |
| GMED GLOBUS MEDICAL INC | 61.6M | 0.8% | 714.7K | 86.91 | +43.1% |
| HUBB HUBBELL INC | 61.5M | 0.8% | 125.3K | 470.03 | +9.3% |
| RMD RESMED INC | 61.2M | 0.8% | 272.6K | 231.52 | -19.9% |
| ROK ROCKWELL AUTOMATION, INC | 59.2M | 0.8% | 165.0K | 437.08 | +28.7% |
| SITE SiteOne Landscape Supply, Inc. | 58.0M | 0.8% | 436.0K | 95.94 | -30.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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