Institutions / Stephens Investment Management Group LLC / Activity
Activity — Stephens Investment Management Group LLC
175 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Axon Enterprise Inc Common stock | $8.61M | +20K +24.35% | 103,486 0.60% of portfolio | medium |
| Q1 2026 as of | New | Camtek Ltd. Common stock | $8.30M | +55K | 54,718 0.11% of portfolio | medium |
| Q1 2026 as of | Trim | Tenable Holdings, Inc. Common stock | $-7.90M | -467K -42.47% | 633,122 0.15% of portfolio | medium |
| Q1 2026 as of | New | TAT Technologies Ltd Common stock | $7.73M | +190K | 190,332 0.11% of portfolio | medium |
| Q1 2026 as of | Add | Insulet Corp Common stock | $7.69M | +37K +25.99% | 177,707 0.51% of portfolio | medium |
| Q1 2026 as of | Trim | TechnipFMC plc Common stock | $-7.67M | -111K -6.71% | 1,542,856 1.46% of portfolio | medium |
| Q1 2026 as of | Add | Credo Technology Group Holding Ltd Common stock | $7.32M | +78K +21.94% | 433,668 0.56% of portfolio | medium |
| Q1 2026 as of | Exit | Healthstream Inc Common stock | $-7.27M | -315K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Tractor Supply Co /De Common stock | $6.97M | +154K +11.29% | 1,516,861 0.94% of portfolio | medium |
| Q1 2026 as of | Add | Toast, Inc. Common stock | $6.88M | +259K +14.83% | 2,008,871 0.73% of portfolio | medium |
| Q1 2026 as of | Add | Varonis Systems Inc Common stock | $6.49M | +302K +17.89% | 1,992,760 0.59% of portfolio | medium |
| Q1 2026 as of | Add | ICON plc Common stock | $6.22M | +56K +10.35% | 599,176 0.91% of portfolio | medium |
| Q1 2026 as of | Add | Procore Technologies, Inc. Common stock | $5.85M | +103K +23.28% | 543,159 0.42% of portfolio | medium |
| Q1 2026 as of | Add | Illumina Inc Common stock | $5.77M | +47K +13.66% | 389,354 0.66% of portfolio | medium |
| Q1 2026 as of | Trim | MACOM Technology Solutions Holdings, Inc. Common stock | $-5.60M | -25K -4.66% | 515,820 1.57% of portfolio | medium |
| Q1 2026 as of | Add | Texas Roadhouse, Inc. Common stock | $5.58M | +34K +9.12% | 404,000 0.91% of portfolio | medium |
| Q1 2026 as of | Add | Hubbell Inc Common stock | $5.41M | +11K +9.66% | 125,287 0.84% of portfolio | medium |
| Q1 2026 as of | Add | Rubrik, Inc. Common stock | $5.07M | +104K +17.38% | 699,389 0.47% of portfolio | medium |
| Q1 2026 as of | Add | iRhythm Holdings, Inc. Common stock | $4.98M | +42K +8.13% | 561,530 0.91% of portfolio | low |
| Q1 2026 as of | Add | Saia Inc Common stock | $4.96M | +14K +11.11% | 141,326 0.68% of portfolio | low |
| Q1 2026 as of | Add | Virtu Financial, Inc. Common stock | $4.90M | +111K +27.52% | 516,366 0.31% of portfolio | low |
| Q1 2026 as of | Add | Tradeweb Markets Inc. Common stock | $4.71M | +40K +8.17% | 529,847 0.85% of portfolio | low |
| Q1 2026 as of | Add | American Superconductor Corp /De Common stock | $4.55M | +134K +77.08% | 308,515 0.14% of portfolio | low |
| Q1 2026 as of | Add | Netskope Inc Common stock | $4.48M | +528K +117.47% | 977,786 0.11% of portfolio | low |
| Q1 2026 as of | Add | Evercore Inc Common stock | $4.40M | +15K +6.02% | 259,808 1.06% of portfolio | low |
| Q1 2026 as of | Add | Viper Energy, Inc. Common stock | $4.39M | +93K +8.21% | 1,231,728 0.79% of portfolio | low |
| Q1 2026 as of | Trim | RBC Bearings Inc Common stock | $-3.95M | -7K -2.67% | 265,038 1.97% of portfolio | low |
| Q1 2026 as of | Trim | Healthequity, Inc. Common stock | $-3.47M | -42K -5.72% | 684,619 0.78% of portfolio | low |
| Q1 2026 as of | Add | Astera Labs, Inc. Common stock | $3.41M | +31K +13.03% | 269,885 0.41% of portfolio | low |
| Q1 2026 as of | Add | Braze, Inc. Common stock | $3.25M | +138K +11.18% | 1,370,986 0.44% of portfolio | low |
| Q1 2026 as of | Add | L8681T102 Common stock | $3.24M | +7K +24.88% | 33,486 0.22% of portfolio | low |
| Q1 2026 as of | Add | Axogen, Inc. Common stock | $3.11M | +94K +60.88% | 247,886 0.11% of portfolio | low |
| Q1 2026 as of | Add | Citizens Community Bancorp Inc/WI Common stock | $3.07M | +293K +21.41% | 1,659,799 0.24% of portfolio | low |
| Q1 2026 as of | Add | Hunt J B Transport Services Inc Common stock | $3.05M | +14K +7.24% | 213,372 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Supernus Pharmaceuticals Inc Common stock | $-2.85M | -55K -3.92% | 1,351,331 0.96% of portfolio | low |
| Q1 2026 as of | Trim | FirstCash Holdings, Inc. Common stock | $-2.82M | -15K -1.77% | 832,231 2.14% of portfolio | low |
| Q1 2026 as of | Trim | Ezcorp Inc Common stock | $-2.68M | -106K -6.86% | 1,434,454 0.50% of portfolio | low |
| Q1 2026 as of | Add | Tyler Technologies, Inc. Common stock | $2.67M | +8K +5.75% | 143,322 0.67% of portfolio | low |
| Q1 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $2.65M | +5K +4.84% | 102,097 0.79% of portfolio | low |
| Q1 2026 as of | Trim | Xometry Inc Common stock | $-2.62M | -64K -7.62% | 778,720 0.44% of portfolio | low |
| Q1 2026 as of | Trim | Heico Corp Common stock | $-2.51M | -12K -2.94% | 392,352 1.14% of portfolio | low |
| Q1 2026 as of | Add | Palomar Holdings, Inc. Common stock | $2.46M | +21K +2.97% | 714,914 1.17% of portfolio | low |
| Q1 2026 as of | Add | Par Technology Corp Common stock | $2.34M | +176K +62.18% | 458,621 0.08% of portfolio | low |
| Q1 2026 as of | Add | Travere Therapeutics, Inc. Common stock | $2.28M | +77K +4.46% | 1,798,466 0.73% of portfolio | low |
| Q1 2026 as of | Add | Guidewire Software, Inc. Common stock | $2.28M | +15K +2.99% | 524,818 1.08% of portfolio | low |
| Q1 2026 as of | Add | Agilysys Inc Common stock | $2.27M | +32K +24.33% | 162,811 0.16% of portfolio | low |
| Q1 2026 as of | Add | Impinj Inc Common stock | $2.18M | +21K +36.36% | 79,531 0.11% of portfolio | low |
| Q1 2026 as of | Add | Titan Machinery Inc. Common stock | $2.02M | +121K +21.60% | 680,469 0.16% of portfolio | low |
| Q1 2026 as of | Add | Dexcom Inc Common stock | $1.99M | +32K +3.04% | 1,074,465 0.92% of portfolio | low |
| Q1 2026 as of | Trim | Fabrinet Common stock | $-1.99M | -4K -2.76% | 134,288 0.96% of portfolio | low |