Stephens Investment Management Group LLC

LITTLE ROCK, AR · CIK 1314440 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2005 · limited liability company

Assets managed$9.5bn
Staff22 · 7 in investment roles
Main clients (by assets)Mutual funds and ETFs 68%, Pension plans 21%, Private funds 6%
Websitestephensimg.com
Form ADV · 2026-07-16SEC adviser record

Kindmutual funds
Others nearbyLittle Rock, AR, Houston, TX

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Little Rock, AR (main office)United States	United States
Houston, TXUnited States	United States	7

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$9.3bn reported value +27.9% vs Q1 2026

176positions

15.0%in top 10

14 new 138 added 24 reduced 11 sold out vs Q1 2026

Also in the report of:

American Beacon Advisors, Inc.

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	RBC BEARINGS INC COM RBC	RBC	267,280	$172.1m1.85%	1.85%	Added +2.2k	+2,242 0.8%
2	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	745,635	$161.3m1.73%	1.73%	Reduced -86.6k	-86,596 -10.4%
3	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	475,609	$150.3m1.61%	1.61%	Reduced -19.1k	-19,061 -3.9%
4	EXELIXIS INC COM EXEL	EXEL	2,710,011	$147.5m1.58%	1.58%	Added +185.5k	+185,511 7.3%
5	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	512,263	$139.3m1.49%	1.49%	Added +78.6k	+78,595 18.1%
6	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	858,613	$131.3m1.41%	1.41%	Reduced -20.0k	-19,991 -2.3%
7	REPLIGEN CORP COM RGEN	RGEN	937,084	$127.9m1.37%	1.37%	Added +181.5k	+181,513 24.0%
8	ICON PLC SHS ICLR	ICLR	720,261	$125.1m1.34%	1.34%	Added +121.1k	+121,085 20.2%
9	ASTERA LABS INC COM ALAB	ALAB	254,996	$123.2m1.32%	1.32%	Reduced -14.9k	-14,889 -5.5%
10	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	316,408	$120.4m1.29%	1.29%	Reduced -199.4k	-199,412 -38.7%
11	BWX TECHNOLOGIES INC COM BWXT	BWXT	600,434	$116.9m1.25%	1.25%	Added +41.8k	+41,808 7.5%
12	TECHNIPFMC PLC COM FTI	FTI	1,694,154	$112.3m1.20%	1.20%	Added +151.3k	+151,298 9.8%
13	BURLINGTON STORES INC COM BURL	BURL	353,673	$112.0m1.20%	1.20%	Added +43.9k	+43,859 14.2%
14	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	595,369	$109.0m1.17%	1.17%	Added +42.5k	+42,543 7.7%
15	HALOZYME THERAPEUTICS INC COM HALO	HALO	1,392,819	$109.0m1.17%	1.17%	Added +174.2k	+174,151 14.3%
16	HEICO CORP NEW CL A HEI.A	HEI.A	414,821	$107.0m1.15%	1.15%	Added +22.5k	+22,469 5.7%
17	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	1,875,304	$106.5m1.14%	1.14%	Added +76.8k	+76,838 4.3%
18	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	1,385,647	$106.5m1.14%	1.14%	Added +259.4k	+259,392 23.0%
19	FIVE BELOW INC COM FIVE	FIVE	576,176	$103.6m1.11%	1.11%	Added +105	+105 0.0%
20	RYAN SPECIALTY HOLDINGS INC CL A RYAN	RYAN	2,716,484	$102.6m1.10%	1.10%	Added +292.1k	+292,147 12.1%
21	LEONARDO DRS INC COM DRS	DRS	2,401,901	$102.5m1.10%	1.10%	Added +283.6k	+283,570 13.4%
22	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	398,529	$99.6m1.07%	1.07%	Added +15.8k	+15,828 4.1%
23	MEDPACE HLDGS INC COM MEDP	MEDP	185,522	$98.3m1.05%	1.05%	Added +22.7k	+22,725 14.0%
24	EVERCORE INC CLASS A EVR	EVR	282,832	$96.6m1.04%	1.04%	Added +23.0k	+23,024 8.9%
25	ILLUMINA INC COM ILMN	ILMN	537,926	$94.6m1.01%	1.01%	Added +148.6k	+148,572 38.2%
26	AEROVIRONMENT INC COM AVAV	AVAV	567,423	$93.7m1.00%	1.00%	Added +77.0k	+76,997 15.7%
27	AXON ENTERPRISE INC COM AXON	AXON	165,210	$92.6m0.99%	0.99%	Added +61.7k	+61,724 59.6%
28	PALOMAR HLDGS INC COM PLMR	PLMR	732,301	$92.6m0.99%	0.99%	Added +17.4k	+17,387 2.4%
29	JFROG LTD ORD SHS FROG	FROG	1,013,628	$92.1m0.99%	0.99%	Added +119.6k	+119,623 13.4%
30	GENERAC HLDGS INC COM GNRC	GNRC	314,253	$92.0m0.99%	0.99%	Added +24.9k	+24,871 8.6%
31	PURE STORAGE INC CL A P	P	1,151,867	$90.8m0.97%	0.97%	Added +70.2k	+70,167 6.5%
32	VARONIS SYS INC COM VRNS	VRNS	2,158,912	$90.6m0.97%	0.97%	Added +166.2k	+166,152 8.3%
33	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	1,616,102	$90.3m0.97%	0.97%	Added +810.7k	+810,685 100.7%
34	ROCKWELL AUTOMATION INC COM ROK	ROK	181,002	$89.6m0.96%	0.96%	Added +16.0k	+15,975 9.7%
35	OKTA INC CL A OKTA	OKTA	645,472	$88.1m0.94%	0.94%	Added +201.6k	+201,645 45.4%
36	TEXAS ROADHOUSE INC COM TXRH	TXRH	444,559	$85.9m0.92%	0.92%	Added +40.6k	+40,559 10.0%
37	COGNEX CORP COM CGNX	CGNX	1,175,213	$85.1m0.91%	0.91%	Added +76.8k	+76,752 7.0%
38	KARMAN HLDGS INC COMMON STOCK KRMN	KRMN	1,704,717	$85.1m0.91%	0.91%	Added +894.6k	+894,580 110.4%
39	MANHATTAN ASSOCIATES INC COM MANH	MANH	606,425	$84.4m0.91%	0.91%	Added +103.7k	+103,747 20.6%
40	VIKING HOLDINGS LTD ORD SHS VIK	VIK	802,838	$84.0m0.90%	0.90%	Reduced -150.3k	-150,278 -15.8%
41	BLOOM ENERGY CORP COM CL A BE	BE	276,883	$83.8m0.90%	0.90%	Reduced -220.6k	-220,567 -44.3%
42	PIPER SANDLER COMPANIES COM NEW PIPR	PIPR	1,148,867	$83.1m0.89%	0.89%	Added +29.0k	+28,979 2.6%
43	IRHYTHM TECHNOLOGIES INC COM IRTC	IRTC	693,437	$82.5m0.88%	0.88%	Added +131.9k	+131,907 23.5%
44	AAON INC COM PAR $0.004 AAON	AAON	643,256	$81.6m0.87%	0.87%	Added +9.1k	+9,142 1.4%
45	DEXCOM INC COM DXCM	DXCM	1,204,553	$81.1m0.87%	0.87%	Added +130.1k	+130,088 12.1%
46	WINGSTOP INC COM WING	WING	462,635	$80.2m0.86%	0.86%	Added +265.7k	+265,742 135.0%
47	KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS	KTOS	1,604,024	$80.0m0.86%	0.86%	Added +715.1k	+715,089 80.4%
48	VERTIV HOLDINGS CO COM CL A VRT	VRT	238,519	$79.9m0.86%	0.86%	Reduced -251.2k	-251,200 -51.3%
49	BOOT BARN HLDGS INC COM BOOT	BOOT	485,103	$79.7m0.85%	0.85%	Added +53.1k	+53,115 12.3%
50	TWIST BIOSCIENCE CORP COM TWST	TWST	767,364	$78.9m0.85%	0.85%	New
51	HUNT J B TRANS SVCS INC COM JBHT	JBHT	269,491	$78.0m0.84%	0.84%	Added +56.1k	+56,119 26.3%
52	VERISK ANALYTICS INC COM VRSK	VRSK	430,995	$77.4m0.83%	0.83%	Added +33.6k	+33,551 8.4%
53	XOMETRY INC CLASS A COM XMTR	XMTR	799,180	$77.1m0.83%	0.83%	Added +20.5k	+20,460 2.6%
54	EXPAND ENERGY CORPORATION COM EXE	EXE	814,640	$74.3m0.80%	0.80%	Added +55.5k	+55,539 7.3%
55	FABRINET SHS FN	FN	130,124	$73.1m0.78%	0.78%	Reduced -4.2k	-4,164 -3.1%
56	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	593,454	$73.0m0.78%	0.78%	Added +68.6k	+68,636 13.1%
57	HUBBELL INC COM HUBB	HUBB	137,758	$72.1m0.77%	0.77%	Added +12.5k	+12,471 9.9%
58	SITIME CORP COM SITM	SITM	94,484	$70.4m0.76%	0.76%	Added +24.6k	+24,599 35.2%
59	ONTO INNOVATION INC COM ONTO	ONTO	185,477	$70.2m0.75%	0.75%	Added +50.1k	+50,108 37.0%
60	SUPERNUS PHARMACEUTICALS INC COM SUPN	SUPN	1,485,821	$69.1m0.74%	0.74%	Added +134.5k	+134,490 9.9%
61	SAIA INC COM SAIA	SAIA	161,359	$68.0m0.73%	0.73%	Added +20.0k	+20,033 14.2%
62	DUTCH BROS INC CL A BROS	BROS	934,504	$67.1m0.72%	0.72%	Added +601.4k	+601,447 180.6%
63	TRACTOR SUPPLY CO COM TSCO	TSCO	2,116,776	$66.9m0.72%	0.72%	Added +599.9k	+599,915 39.5%
64	BIO-TECHNE CORP COM TECH	TECH	944,697	$66.7m0.72%	0.72%	Reduced -159.4k	-159,360 -14.4%
65	HEALTHEQUITY INC COM HQY	HQY	729,080	$65.9m0.71%	0.71%	Added +44.5k	+44,461 6.5%
66	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	10,691,861	$64.8m0.69%	0.69%	Added +3.1m	+3,093,502 40.7%
67	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	705,930	$64.4m0.69%	0.69%	Added +54.0k	+54,000 8.3%
68	VSE CORP COM VSEC	VSEC	280,307	$64.1m0.69%	0.69%	Added +6.6k	+6,587 2.4%
69	POWER INTEGRATIONS INC COM POWI	POWI	755,549	$63.3m0.68%	0.68%	Added +10.4k	+10,380 1.4%
70	AMBARELLA INC SHS AMBA	AMBA	721,711	$61.9m0.66%	0.66%	Added +246.6k	+246,570 51.9%
71	RUBRIK INC. CL A RBRK	RBRK	768,696	$61.7m0.66%	0.66%	Added +69.3k	+69,307 9.9%
72	SAILPOINT INC COM SAIL	SAIL	4,154,901	$60.8m0.65%	0.65%	Added +1.3m	+1,259,201 43.5%
73	TOAST INC CL A TOST	TOST	2,170,232	$60.4m0.65%	0.65%	Added +161.4k	+161,361 8.0%
74	SPORTRADAR GROUP AG CLASS A ORD SHS SRAD	SRAD	4,015,656	$60.1m0.64%	0.64%	Added +899.4k	+899,359 28.9%
75	TRADEWEB MKTS INC CL A TW	TW	590,071	$58.8m0.63%	0.63%	Added +60.2k	+60,224 11.4%
76	JAMES HARDIE INDS PLC ORD SHS JHX	JHX	2,241,488	$58.7m0.63%	0.63%	Added +122.8k	+122,755 5.8%
77	IDEXX LABS INC COM IDXX	IDXX	110,154	$58.0m0.62%	0.62%	Added +8.1k	+8,057 7.9%
78	VIRTU FINL INC CL A VIRT	VIRT	970,734	$57.8m0.62%	0.62%	Added +454.4k	+454,368 88.0%
79	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	502,344	$57.5m0.62%	0.62%	Added +66.3k	+66,346 15.2%
80	GLOBUS MED INC CL A GMED	GMED	723,451	$57.2m0.61%	0.61%	Added +8.8k	+8,750 1.2%
81	MAGNOLIA OIL & GAS CORP CL A MGY	MGY	2,219,966	$56.8m0.61%	0.61%	Added +47.8k	+47,846 2.2%
82	MONGODB INC CL A MDB	MDB	165,640	$55.6m0.60%	0.60%	Added +24.6k	+24,613 17.4%
83	RAMBUS INC DEL COM RMBS	RMBS	409,436	$54.3m0.58%	0.58%	Added +1.7k	+1,653 0.4%
84	ARCHROCK INC COM AROC	AROC	1,332,301	$54.2m0.58%	0.58%	Added +72.4k	+72,376 5.7%
85	VIPER ENERGY INC CL A VNOM	VNOM	1,245,624	$52.8m0.57%	0.57%	Added +13.9k	+13,896 1.1%
86	DYNATRACE INC COM NEW DT	DT	1,178,107	$51.7m0.55%	0.55%	Added +76.2k	+76,247 6.9%
87	INSULET CORP COM PODD	PODD	337,747	$51.4m0.55%	0.55%	Added +160.0k	+160,040 90.1%
88	ANTERO RESOURCES CORP COM AR	AR	1,407,811	$49.5m0.53%	0.53%	Added +226.9k	+226,896 19.2%
89	CIENA CORP COM NEW CIEN	CIEN	100,771	$49.4m0.53%	0.53%	Reduced -65.4k	-65,400 -39.4%
90	ZETA GLOBAL HOLDINGS CORP CL A ZETA	ZETA	2,426,427	$47.8m0.51%	0.51%	Added +396.8k	+396,757 19.6%
91	HERC HLDGS INC COM HRI	HRI	322,420	$46.2m0.50%	0.50%	New
92	MAXIMUS INC COM MMS	MMS	854,785	$46.0m0.49%	0.49%	Added +138.4k	+138,396 19.3%
93	BALCHEM CORP COM BCPC	BCPC	270,501	$45.7m0.49%	0.49%	Added +4.4k	+4,415 1.7%
94	TYLER TECHNOLOGIES INC COM TYL	TYL	153,284	$44.8m0.48%	0.48%	Added +10.0k	+9,962 7.0%
95	BRIGHT HORIZONS FAM SOL IN D COM BFAM	BFAM	596,653	$42.3m0.45%	0.45%	Added +37.3k	+37,275 6.7%
96	SENTINELONE INC CL A S	S	2,442,034	$41.4m0.44%	0.44%	Added +54.1k	+54,118 2.3%
97	NUTANIX INC CL A NTNX	NTNX	808,805	$41.2m0.44%	0.44%	Added +59.7k	+59,733 8.0%
98	COHERENT CORP COM COHR	COHR	103,359	$40.8m0.44%	0.44%	Added +5.7k	+5,711 5.8%
99	INSTALLED BLDG PRODS INC COM IBP	IBP	175,271	$40.3m0.43%	0.43%	Added +4.5k	+4,463 2.6%
100	TERADYNE INC COM TER	TER	82,466	$39.9m0.43%	0.43%	Added +1.7k	+1,666 2.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DOMINOS PIZZA INC DPZ	DPZ	125,665	$45.1m125.7k shares
SILICON LABORATORIES INC SLAB	SLAB	202,029	$42.1m202.0k shares
KINSALE CAP GROUP INC KNSL	KNSL	122,957	$42.0m123.0k shares
COSTAR GROUP INC CSGP	CSGP	872,463	$35.2m872.5k shares
POOL CORP POOL	POOL	107,671	$21.8m107.7k shares
AZENTA INC AZTA	AZTA	1,024,048	$21.6m1.0m shares
REDDIT INC RDDT	RDDT	132,091	$17.8m132.1k shares
TENABLE HLDGS INC TENB	TENB	633,122	$10.7m633.1k shares
VIA TRANSN INC VIA	VIA	335,591	$5.0m335.6k shares
REVOLVE GROUP INC RVLV	RVLV	200,619	$4.5m200.6k shares
CME GROUP INC CME	CME	821	$242.5k821 shares