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Stephens Investment Management Group LLC

CIK:0001314440
Asset Manager
$8B AUM
178 holdings
Little Rock, AR, US
Founded:2004
30 employees
Latest filing:Jun 30, 2025

Stephens Investment Management Group LLC, based in Little Rock, Arkansas, is an SEC-registered investment adviser founded in 2004. The firm specializes in asset management and serves institutional clients such as pension funds, foundations, endowments, and high-net-worth individuals. Stephens IMG employs a professional staff focused on growth equity investing in U.S. public markets.

Investment Strategy

Stephens Investment Management Group LLC employs an active growth equity strategy focused on publicly traded U.S. companies. Their approach centers on comprehensive fundamental research to identify high-quality businesses with sustainable competitive advantages, robust earnings growth, and attractive long-term risk/reward profiles. The firm diversifies its portfolios across various sectors while maintaining a disciplined sell and risk management process to optimize returns for institutional and individual clients.

Top Buys
A
AVAVAEROVIRONMENT INC
+$89.6M
H
HOODROBINHOOD MKTS INC
+$58.6M
F
FIVEFIVE BELOW INC
+$44.4M
W
WINGWINGSTOP INC
+$34.9M
V
VRTVERTIV HOLDINGS CO
+$33.3M
Top Sells
G
GLOBGLOBANT S A
-$34.3M
R
RYANRYAN SPECIALTY HOLDINGS INC
-$32.7M
B
BRBRBELLRING BRANDS INC
-$27.9M
V
VNOMVIPER ENERGY INC
-$25.3M
P
PLTRPALANTIR TECHNOLOGIES INC
-$23.5M

Top Holdings

A
AVAVAEROVIRONMENT INC
+2.4%$180.6M
C
CYBRCYBERARK SOFTWARE LTD
+1.8%$138.5M
W
WINGWINGSTOP INC
+1.8%$135.6M
G
GWREGUIDEWIRE SOFTWARE INC
+1.8%$134.6M
K
KTOSKRATOS DEFENSE & SEC SOLUTIO
+1.6%$119.8M

Equity Positions (178)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AVAV
AEROVIRONMENT INC2.38%$180.6M633,884$107.11$284.95+$89.6M
C
CYBR
CYBERARK SOFTWARE LTD1.83%$138.5M340,316$85.62$406.88+$14.6M
W
WING
WINGSTOP INC1.79%$135.6M402,715$159.78$336.74+$34.9M
G
GWRE
GUIDEWIRE SOFTWARE INC1.78%$134.6M571,512$72.07$235.45-$6.9M
K
KTOS
KRATOS DEFENSE & SEC SOLUTIO1.58%$119.8M2,579,481$14.25$46.45+$5.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+18.5%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+4.7%
SEMICONDUCTORS & RELATED DEVICES
+4.7%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+3.9%
CRUDE PETROLEUM & NATURAL GAS
+3.4%