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Stephens Investment Management Group LLC

Quarter-over-quarter position changes

175 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
ExitedPiper Sandler CosMar 31, 2026-279,037-100%0$94.79Mhigh
NewPiper Sandler CosMar 31, 2026+1,119,888New1,119,888$85.73Mhigh
ExitedClearwater Analytics Holdings, Inc.Mar 31, 2026-3,531,792-100%0$85.19Mhigh
ExitedUnity Software Inc.Mar 31, 2026-1,569,541-100%0$69.33Mhigh
TrimmedCIENA CORPMar 31, 2026-140,341-46%166,171$54.48Mhigh
AddedLeonardo DRS, Inc.DRSMar 31, 2026+1,098,108+108%2,118,331$48.89Mmedium
NewJFrog LtdMar 31, 2026+894,005New894,005$41.96Mmedium
ExitedSchrodinger, Inc.Mar 31, 2026-2,250,098-100%0$40.23Mmedium
ExitedPenumbra IncMar 31, 2026-120,815-100%0$37.56Mmedium
TrimmedKarman Holdings Inc.Mar 31, 2026-458,939-36%810,137$36.74Mmedium
ExitedExact Sciences Corp.Mar 31, 2026-314,906-100%0$31.98Mmedium
TrimmedKinsale Capital Group, Inc.Mar 31, 2026-85,118-41%122,957$29.08Mmedium
TrimmedVertiv Holdings CoMar 31, 2026-110,944-18%489,719$27.80Mmedium
NewONTO INNOVATION INC.Mar 31, 2026+135,369New135,369$27.76Mmedium
AddedOllie's Bargain Outlet Holdings, Inc.Mar 31, 2026+277,870+33%1,126,255$25.58Mmedium
NewSITIME CorpMar 31, 2026+69,885New69,885$24.13Mmedium
NewForgent Power Solutions, Inc.FPSMar 31, 2026+805,417New805,417$23.57Mmedium
AddedMongoDB, Inc.Mar 31, 2026+92,044+188%141,027$22.53Mmedium
TrimmedBurlington Stores, Inc.Mar 31, 2026-69,075-18%309,814$22.48Mmedium
AddedMedpace Holdings, Inc.Mar 31, 2026+43,680+37%162,797$20.97Mmedium
TrimmedKratos Defense & Security Solutions IncMar 31, 2026-290,353-25%888,935$20.47Mmedium
TrimmedDomino's Pizza Inc.Mar 31, 2026-55,507-31%125,665$19.92Mmedium
ExitedAMICUS THERAPEUTICS INCMar 31, 2026-1,351,814-100%0$19.25Mmedium
TrimmedSilicon Laboratories IncMar 31, 2026-92,314-31%202,029$19.22Mmedium
AddedRAMBUS INCMar 31, 2026+214,081+111%407,783$18.42Mmedium
AddedVSE CORPMar 31, 2026+99,777+57%273,720$18.40Mmedium
ExitedMAGNITE, INC.Mar 31, 2026-1,128,578-100%0$18.32Mmedium
TrimmedWingstop Inc.Mar 31, 2026-108,388-36%196,893$16.80Mmedium
AddedRYAN SPECIALTY HOLDINGS, INC.Mar 31, 2026+495,243+26%2,424,337$16.71Mmedium
AddedH8088L103Mar 31, 2026+901,619+41%3,116,297$15.09Mmedium
TrimmedNLIGHT, INC.Mar 31, 2026-264,398-35%496,331$15.08Mmedium
NewPARK AEROSPACE CORPMar 31, 2026+545,157New545,157$14.93Mmedium
AddedAeroVironment IncMar 31, 2026+77,619+19%490,426$14.21Mmedium
AddedSailPoint, Inc.SAILMar 31, 2026+978,376+51%2,895,700$12.95Mmedium
TrimmedAcademy Sports & Outdoors, Inc.Mar 31, 2026-228,929-19%1,004,905$12.92Mmedium
NewYork Space Systems Inc.YSSMar 31, 2026+571,847New571,847$12.68Mmedium
AddedG16910120Mar 31, 2026+328,351+39%1,178,599$11.73Mmedium
AddedREPLIGEN CORPMar 31, 2026+98,460+15%755,571$11.60Mmedium
TrimmedFive Below IncMar 31, 2026-48,793-7.8%576,071$11.15Mmedium
TrimmedCOHERENT CORPMar 31, 2026-46,145-32%97,648$10.99Mmedium
AddedMirion Technologies, Inc.Mar 31, 2026+564,933+70%1,374,876$10.50Mmedium
TrimmedPTC IncMar 31, 2026-70,798-21%273,088$10.09Mmedium
TrimmedCoStar Group IncMar 31, 2026-242,509-22%872,463$9.78Mmedium
TrimmedTERADYNE, INCMar 31, 2026-32,074-28%80,800$9.51Mmedium
ExitedSimulations Plus, Inc.Mar 31, 2026-513,728-100%0$9.37Mmedium
AddedVerisk Analytics, Inc.Mar 31, 2026+49,248+14%397,444$9.34Mmedium
TrimmedAmprius Technologies, Inc.Mar 31, 2026-548,590-38%893,108$9.25Mmedium
TrimmedPOWELL INDUSTRIES INCMar 31, 2026-17,042-22%59,777$9.22Mmedium
AddedMANHATTAN ASSOCIATES INCMar 31, 2026+67,879+16%502,678$9.04Mmedium
AddedGenius Sports LtdMar 31, 2026+1,974,043+35%7,598,359$8.75Mmedium
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