Stephens Investment Management Group LLC Top Holdings and 13F Report (2024) About Stephens Investment Management Group LLCInvestment ActivityStephens Investment Management Group LLC has $7.33 billion in total holdings as of September 30, 2024.Stephens Investment Management Group LLC owns shares of 161 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 6.17% of the portfolio was purchased this quarter.About 8.38% of the portfolio was sold this quarter.This quarter, Stephens Investment Management Group LLC has purchased 162 new stocks and bought additional shares in 68 stocks.Stephens Investment Management Group LLC sold shares of 78 stocks and completely divested from 7 stocks this quarter.Largest Holdings Axon Enterprise $156,548,894Guidewire Software $155,225,688Manhattan Associates $151,392,570ICON Public $131,224,246FirstCash $130,117,994 Largest New Holdings this Quarter SentinelOne $30,971,975 HoldingBraze $20,793,650 HoldingPowell Industries $13,605,989 HoldingClearwater Analytics $11,070,534 HoldingZETA GLOBAL HOLDINGS CORP $7,676,064 Holding Largest Purchases this Quarter Deckers Outdoor 326,440 shares (about $52.05M)SentinelOne 1,294,815 shares (about $30.97M)MarketAxess 116,607 shares (about $29.87M)Generac 167,641 shares (about $26.63M)Braze 642,970 shares (about $20.79M) Largest Sales this Quarter Piper Sandler Companies 151,217 shares (about $42.92M)Celsius 796,156 shares (about $24.97M)Onto Innovation 109,850 shares (about $22.80M)Axon Enterprise 56,608 shares (about $22.62M)Fortinet 197,298 shares (about $15.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStephens Investment Management Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAXONAxon Enterprise$156,548,894$22,620,557 ▼-12.6%391,7642.1%Industrial ProductsGWREGuidewire Software$155,225,688$1,857,390 ▼-1.2%848,5062.1%Computer and TechnologyMANHManhattan Associates$151,392,570$14,911,733 ▼-9.0%538,0362.1%Computer and TechnologyICLRICON Public$131,224,246$951,283 ▼-0.7%456,7341.8%MedicalFCFSFirstCash$130,117,994$3,398,998 ▼-2.5%1,133,4321.8%Business ServicesCYBRCyberArk Software$122,483,782$5,974,797 ▼-4.7%420,0261.7%Computer and TechnologyTWTradeweb Markets$122,328,923$2,957,939 ▲2.5%989,1561.7%FinanceVRTVertiv$112,536,621$4,403,825 ▼-3.8%1,131,1351.5%Computer and TechnologyHEI.AHEICO$111,229,935$4,213,146 ▼-3.6%545,8871.5%AerospaceFCNFTI Consulting$108,099,192$7,769,809 ▲7.7%475,0361.5%Business ServicesRYANRyan Specialty$107,378,854$2,454,438 ▼-2.2%1,617,3951.5%FinanceBURLBurlington Stores$106,440,914$2,070,689 ▲2.0%403,9811.5%Retail/WholesaleHQYHealthEquity$102,237,362$3,189,449 ▼-3.0%1,249,0821.4%MedicalMKTXMarketAxess$100,911,287$29,874,713 ▲42.1%393,8771.4%FinanceKTOSKratos Defense & Security Solutions$99,824,376$1,594,932 ▼-1.6%4,284,3081.4%AerospaceEXELExelixis$98,780,336$1,918,821 ▼-1.9%3,806,5641.3%MedicalBRBRBellRing Brands$95,004,030$4,867,801 ▼-4.9%1,564,6251.3%MedicalRBCRBC Bearings$91,765,658$2,548,622 ▼-2.7%306,5191.3%Industrial ProductsFTITechnipFMC$90,870,320$14,596,838 ▼-13.8%3,464,3661.2%Oils/EnergyWINGWingstop$90,426,250$2,447,383 ▼-2.6%217,3291.2%Retail/WholesaleTYLTyler Technologies$87,441,256$6,479,876 ▼-6.9%149,8001.2%Computer and TechnologyVRSKVerisk Analytics$87,393,278$1,680,645 ▲2.0%326,1431.2%Business ServicesONTOOnto Innovation$87,146,142$22,800,466 ▼-20.7%419,8601.2%Computer and TechnologyTTWOTake-Two Interactive Software$84,219,400$2,052,490 ▲2.5%547,9111.1%Consumer DiscretionaryPLMRPalomar$82,707,878$11,856,092 ▼-12.5%873,6441.1%FinanceRMDResMed$82,159,562$1,789,400 ▲2.2%336,5541.1%MedicalDPZDomino's Pizza$81,185,054$12,758,813 ▲18.6%188,7411.1%Retail/WholesaleVRNSVaronis Systems$79,373,629$3,608,033 ▼-4.3%1,404,8431.1%Computer and TechnologySWNSouthwestern Energy$78,328,701$1,332,386 ▼-1.7%11,016,6951.1%Oils/EnergyHALOHalozyme Therapeutics$77,830,945$3,558,840 ▼-4.4%1,359,7301.1%MedicalAVAVAeroVironment$77,561,019$3,451,407 ▼-4.3%386,8381.1%AerospaceLYVLive Nation Entertainment$76,818,293$1,805,381 ▲2.4%701,6011.0%Consumer DiscretionaryEAElectronic Arts$76,507,597$13,149,432 ▲20.8%533,3771.0%Consumer DiscretionaryBFAMBright Horizons Family Solutions$75,007,105$1,632,094 ▼-2.1%535,2681.0%Consumer DiscretionaryACHCAcadia Healthcare$74,884,420$1,779,285 ▼-2.3%1,180,9561.0%MedicalSPOTSpotify Technology$74,599,685$3,006,468 ▼-3.9%202,4251.0%Business ServicesRGENRepligen$74,371,902$1,837,332 ▼-2.4%499,7441.0%MedicalSITESiteOne Landscape Supply$72,011,385$2,279,646 ▼-3.1%477,1811.0%Industrial ProductsKNSLKinsale Capital Group$71,223,364$1,314,770 ▼-1.8%152,9811.0%FinancePTCPTC$69,668,819$5,130,383 ▼-6.9%385,6351.0%Computer and TechnologyWMGWarner Music Group$67,710,852$5,109,631 ▲8.2%2,163,2860.9%Consumer DiscretionaryMGYMagnolia Oil & Gas$66,894,878$2,989,741 ▼-4.3%2,739,3480.9%Oils/EnergyHOLXHologic$66,701,729$1,232,816 ▲1.9%818,8280.9%MedicalCDNSCadence Design Systems$64,616,262$1,655,180 ▲2.6%238,4100.9%Computer and TechnologyDECKDeckers Outdoor$63,295,431$52,050,858 ▲462.9%396,9610.9%Retail/WholesaleLGNDLigand Pharmaceuticals$61,925,283$3,333,397 ▼-5.1%618,6960.8%MedicalAAONAAON$61,252,581$13,975,848 ▲29.6%567,9950.8%ConstructionSUPNSupernus Pharmaceuticals$60,246,277$1,051,078 ▲1.8%1,932,2090.8%MedicalAZPNAspen Technology$60,005,197$161,681 ▲0.3%251,2570.8%Computer and TechnologyVIPER ENERGY INC$59,042,088$13,802,171 ▼-18.9%1,308,8470.8%CL APIPRPiper Sandler Companies$58,914,415$42,916,897 ▼-42.1%207,5840.8%FinancePZZAPapa Johns International$58,811,657$9,506,439 ▲19.3%1,091,7330.8%Retail/WholesalePSTGPure Storage$57,415,980$1,715,545 ▼-2.9%1,142,8340.8%Computer and TechnologyMTSIMACOM Technology Solutions$56,255,392$3,324,671 ▲6.3%505,6210.8%Computer and TechnologyTNDMTandem Diabetes Care$54,050,782$5,863,734 ▲12.2%1,274,4820.7%MedicalTECHBio-Techne$53,918,060$455,441 ▼-0.8%674,5660.7%MedicalHUBBHubbell$53,874,008$19,639,419 ▲57.4%125,7710.7%Industrial ProductsECPGEncore Capital Group$53,781,537$253,982 ▲0.5%1,137,7520.7%FinanceTOSTToast$53,357,867$6,198,729 ▲13.1%1,884,7710.7%Computer and TechnologyGLOBGlobant$53,216,045$958,601 ▼-1.8%268,5780.7%Computer and TechnologyIDXXIDEXX Laboratories$52,997,578$4,352,976 ▼-7.6%104,9000.7%MedicalMMSMaximus$52,599,068$1,548,506 ▼-2.9%564,6100.7%Business ServicesGMEDGlobus Medical$50,211,065$1,498,477 ▲3.1%701,8600.7%MedicalTREXTrex$49,808,099$1,520,621 ▼-3.0%748,0940.7%ConstructionBCPCBalchem$49,535,376$3,141,776 ▼-6.0%281,4510.7%Basic MaterialsROKRockwell Automation$48,897,304$1,574,518 ▲3.3%182,1400.7%Computer and TechnologyCSGPCoStar Group$46,672,012$10,038,952 ▲27.4%618,6640.6%Computer and TechnologyIBPInstalled Building Products$46,101,744$2,017,444 ▼-4.2%187,2000.6%ConstructionDXCMDexCom$45,887,874$1,292,464 ▲2.9%684,4850.6%MedicalTSCOTractor Supply$45,381,589$691,250 ▲1.5%155,9880.6%Retail/WholesalePOOLPool$44,118,758$1,065,214 ▲2.5%117,0880.6%Consumer DiscretionaryAZEKAZEK$44,015,962$2,397,845 ▼-5.2%940,5120.6%ConstructionNEOGNeogen$43,808,894$882,895 ▲2.1%2,606,1210.6%MedicalMCHPMicrochip Technology$41,847,228$5,752,939 ▼-12.1%521,2010.6%Computer and TechnologyCGNXCognex$41,737,801$528,484 ▼-1.3%1,030,5630.6%Computer and TechnologyLSCCLattice Semiconductor$41,408,982$7,536,205 ▲22.2%780,2710.6%Computer and TechnologyAMRCAmeresco$40,607,372$2,013,855 ▼-4.7%1,070,3050.6%Oils/EnergyMEDPMedpace$40,267,629$1,298,148 ▲3.3%120,6340.5%MedicalFIVEFive Below$39,160,342$13,227,939 ▼-25.2%443,2410.5%Retail/WholesaleTENBTenable$39,055,405$2,005,740 ▼-4.9%963,8550.5%Computer and TechnologyAZTAAzenta$38,666,939$2,459,057 ▼-6.0%798,2440.5%MedicalFANGDiamondback Energy$37,910,588$1,524,016 ▲4.2%219,8990.5%Oils/EnergyGTLBGitLab$37,328,618$3,758,554 ▲11.2%724,2650.5%Computer and TechnologyMNDYmonday.com$37,141,460$16,385,652 ▲78.9%133,7130.5%Computer and TechnologyWHDCactus$36,609,932$8,762,361 ▼-19.3%613,5400.5%Oils/EnergyPOWIPower Integrations$36,386,625$917,301 ▲2.6%567,4770.5%Computer and TechnologyALTRAltair Engineering$35,938,407$1,564,549 ▼-4.2%376,2790.5%ConstructionSGSweetgreen$33,299,426$19,420,077 ▲139.9%939,3350.5%Retail/WholesaleSLABSilicon Laboratories$33,272,719$1,453,524 ▼-4.2%287,9010.5%Computer and TechnologyKRNTKornit Digital$33,204,513$1,893,060 ▼-5.4%1,285,2530.5%Industrial ProductsJBHTJ.B. Hunt Transport Services$32,973,105$1,112,562 ▲3.5%191,3370.4%TransportationCTRACoterra Energy$32,015,115$1,083,833 ▲3.5%1,336,7480.4%Oils/EnergySSentinelOne$30,971,975$30,971,975 ▲New Holding1,294,8150.4%Computer and TechnologyGNRCGenerac$30,560,409$26,634,802 ▲678.5%192,3490.4%Industrial ProductsOKTAOkta$30,489,139$4,177,462 ▲15.9%410,1310.4%Computer and TechnologyIRTCiRhythm Technologies$29,720,128$1,505,736 ▼-4.8%400,3250.4%MedicalCPRTCopart$28,834,462$1,984,650 ▲7.4%550,2760.4%Business ServicesSDGRSchrödinger$28,564,588$8,102,436 ▲39.6%1,539,8700.4%MedicalAMBAAmbarella$28,260,937$4,724,032 ▲20.1%501,0360.4%Computer and TechnologyILMNIllumina$28,014,285$5,343,680 ▲23.6%214,8170.4%MedicalShowing largest 100 holdings. View all holdings. 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