Fund Universe

Stephens Investment Management Group LLC

CIK 0001314440 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.460
AUM ($M)
9,329
Positions
176
Turnover
0.16
Top-10 wt
15%
Herfindahl
0.009
History (qtrs)
6
Excess Return
+5.2%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 187 positions · portfolio value $9,329M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CUSIP:75524B104 funds › RBC BEARINGS INC ADD 1.8% -0.1% 172.1 267,280 +2,242 5
FCFS funds › FIRSTCASH HOLDINGS INC TRIM 1.7% -0.4% 161.3 745,635 -86,596 5
LGND funds › LIGAND PHARMACEUTICALS INC TRIM 1.6% +0.3% 150.3 475,609 -19,061 5
EXEL funds › EXELIXIS INC ADD 1.6% +0.1% 147.5 2,710,011 +185,511 5
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI ADD 1.5% +0.9% 139.3 512,263 +78,595 5 +198.5%
LSCC funds › LATTICE SEMICONDUCTOR CORP TRIM 1.4% +0.3% 131.3 858,613 -19,991 5
RGEN funds › REPLIGEN CORP ADD 1.4% +0.2% 127.9 937,084 +181,513 5
ICLR funds › ICON PUB LTD CO ADD 1.3% +0.4% 125.1 720,261 +121,085 5
ALAB funds › ASTERA LABS INC TRIM 1.3% +0.9% 123.2 254,996 -14,889 4 +51.3%
MTSI funds › MACOM TECH SOLUTIONS HLDGS I TRIM 1.3% -0.3% 120.4 316,408 -199,412 5
BWXT funds › BWX TECHNOLOGIES INC ADD 1.3% -0.3% 116.9 600,434 +41,808 5
FTI funds › TECHNIPFMC PLC ADD 1.2% -0.3% 112.3 1,694,154 +151,298 5
BURL funds › BURLINGTON STORES INC ADD 1.2% -0.2% 112.0 353,673 +43,859 5
LYV funds › LIVE NATION ENTERTAINMENT IN ADD 1.2% +0.0% 109.0 595,369 +42,543 5
HALO funds › HALOZYME THERAPEUTICS INC ADD 1.2% +0.1% 109.0 1,392,819 +174,151 5
HEIA funds › HEICO CORP NEW ADD 1.1% +0.0% 107.0 414,821 +22,469 5
TVTX funds › TRAVERE THERAPEUTICS INC ADD 1.1% +0.4% 106.5 1,875,304 +76,838 4 +209.5%
OLLI funds › OLLIES BARGAIN OUTLET HLDGS ADD 1.1% -0.3% 106.5 1,385,647 +259,392 5
FIVE funds › FIVE BELOW INC ADD 1.1% -0.7% 103.6 576,176 +105 5
RYAN funds › RYAN SPECIALTY HOLDINGS INC ADD 1.1% -0.0% 102.6 2,716,484 +292,147 5
DRS funds › LEONARDO DRS INC ADD 1.1% -0.2% 102.5 2,401,901 +283,570 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD 1.1% +0.0% 99.6 398,529 +15,828 5
MEDP funds › MEDPACE HLDGS INC ADD 1.1% -0.0% 98.3 185,522 +22,725 5
EVR funds › EVERCORE INC ADD 1.0% -0.0% 96.6 282,832 +23,024 5
ILMN funds › ILLUMINA INC ADD 1.0% +0.4% 94.6 537,926 +148,572 5
AVAV funds › AEROVIRONMENT INC ADD 1.0% -0.2% 93.7 567,423 +76,997 5
AXON funds › AXON ENTERPRISE INC ADD 1.0% +0.4% 92.6 165,210 +61,724 5
PLMR funds › PALOMAR HLDGS INC ADD 1.0% -0.2% 92.6 732,301 +17,387 5
FROG funds › JFROG LTD ADD 1.0% +0.4% 92.1 1,013,628 +119,623 2 +292.5%
GNRC funds › GENERAC HLDGS INC ADD 1.0% +0.2% 92.0 314,253 +24,871 5
P funds › EVERPURE INC ADD 1.0% +0.1% 90.8 1,151,867 +70,167 5
VRNS funds › VARONIS SYS INC ADD 1.0% +0.4% 90.6 2,158,912 +166,152 5
FPS funds › FORGENT POWER SOLUTIONS INC ADD 1.0% +0.6% 90.3 1,616,102 +810,685 2 +7.7%
ROK funds › ROCKWELL AUTOMATION INC ADD 1.0% +0.1% 89.6 181,002 +15,975 5
OKTA funds › OKTA INC ADD 0.9% +0.5% 88.1 645,472 +201,645 5
TXRH funds › TEXAS ROADHOUSE INC ADD 0.9% +0.0% 85.9 444,559 +40,559 4 -0.2%
CGNX funds › COGNEX CORP ADD 0.9% +0.2% 85.1 1,175,213 +76,752 5
KRMN funds › KARMAN HLDGS INC ADD 0.9% +0.0% 85.1 1,704,717 +894,580 5
MANH funds › MANHATTAN ASSOCIATES INC ADD 0.9% -0.0% 84.4 606,425 +103,747 5
VIK funds › VIKING HOLDINGS LTD TRIM 0.9% -0.1% 84.0 802,838 -150,278 5 +51.3%
BE funds › BLOOM ENERGY CORP TRIM 0.9% -0.0% 83.8 276,883 -220,567 4 +388.6%
PIPR funds › PIPER SANDLER COMPANIES ADD 0.9% -0.3% 83.1 1,148,867 +28,979 2 -36.2%
IRTC funds › IRHYTHM HOLDINGS INC ADD 0.9% -0.0% 82.5 693,437 +131,907 5
AAON funds › AAON INC ADD Common Stock 0.9% +0.2% 81.6 643,256 +9,142 5
DXCM funds › DEXCOM INC ADD 0.9% -0.1% 81.1 1,204,553 +130,088 5
WING funds › WINGSTOP INC ADD 0.9% +0.4% 80.2 462,635 +265,742 5
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO ADD 0.9% -0.0% 80.0 1,604,024 +715,089 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.9% -0.8% 79.9 238,519 -251,200 5
BOOT funds › BOOT BARN HLDGS INC ADD 0.9% -0.0% 79.7 485,103 +53,115 5
TWST funds › TWIST BIOSCIENCE CORP NEW 0.8% +0.8% 78.9 767,364 +767,364 1 +3540.7%
JBHT funds › HUNT J B TRANS SVCS INC ADD 0.8% +0.2% 78.0 269,491 +56,119 5
VRSK funds › VERISK ANALYTICS INC ADD 0.8% -0.2% 77.4 430,995 +33,551 5
XMTR funds › XOMETRY INC ADD 0.8% +0.4% 77.1 799,180 +20,460 5 +103.7%
EXE funds › EXPAND ENERGY CORPORATION ADD 0.8% -0.3% 74.3 814,640 +55,539 5
FN funds › FABRINET TRIM 0.8% -0.2% 73.1 130,124 -4,164 5
GWRE funds › GUIDEWIRE SOFTWARE INC ADD 0.8% -0.3% 73.0 593,454 +68,636 5
HUBB funds › HUBBELL INC ADD 0.8% -0.1% 72.1 137,758 +12,471 5
SITM funds › SITIME CORP ADD 0.8% +0.4% 70.4 94,484 +24,599 2 +172.5%
ONTO funds › ONTO INNOVATION INC ADD 0.8% +0.4% 70.2 185,477 +50,108 2 +100.1% re-entry
SUPN funds › SUPERNUS PHARMACEUTICALS ADD 0.7% -0.2% 69.1 1,485,821 +134,490 5
SAIA funds › SAIA INC ADD 0.7% +0.0% 68.0 161,359 +20,033 5
BROS funds › DUTCH BROS INC ADD 0.7% +0.5% 67.1 934,504 +601,447 5 -49.8%
TSCO funds › TRACTOR SUPPLY CO ADD 0.7% -0.2% 66.9 2,116,776 +599,915 5
TECH funds › BIO-TECHNE CORP TRIM 0.7% -0.1% 66.7 944,697 -159,360 5
HQY funds › HEALTHEQUITY INC ADD 0.7% -0.1% 65.9 729,080 +44,461 5
GENI funds › GENIUS SPORTS LIMITED ADD 0.7% +0.2% 64.8 10,691,861 +3,093,502 5 -37.9%
MCHP funds › MICROCHIP TECHNOLOGY INC. ADD 0.7% +0.1% 64.4 705,930 +54,000 5
VSEC funds › VSE CORP ADD 0.7% -0.0% 64.1 280,307 +6,587 5
POWI funds › POWER INTEGRATIONS INC ADD 0.7% +0.2% 63.3 755,549 +10,380 5
AMBA funds › AMBARELLA INC ADD 0.7% +0.3% 61.9 721,711 +246,570 5
RBRK funds › RUBRIK INC. ADD 0.7% +0.2% 61.7 768,696 +69,307 5
SAIL funds › SAILPOINT INC ADD 0.7% +0.1% 60.8 4,154,901 +1,259,201 5
TOST funds › TOAST INC ADD 0.6% -0.1% 60.4 2,170,232 +161,361 5
SRAD funds › SPORTRADAR GROUP AG ADD 0.6% -0.1% 60.1 4,015,656 +899,359 3 -70.6%
TW funds › TRADEWEB MKTS INC ADD 0.6% -0.2% 58.8 590,071 +60,224 5
JHX funds › JAMES HARDIE INDS PLC ADD 0.6% +0.1% 58.7 2,241,488 +122,755 4 -15.1%
IDXX funds › IDEXX LABS INC ADD 0.6% -0.2% 58.0 110,154 +8,057 5
VIRT funds › VIRTU FINL INC ADD 0.6% +0.3% 57.8 970,734 +454,368 5
SITE funds › SITEONE LANDSCAPE SUPPLY INC ADD 0.6% -0.2% 57.5 502,344 +66,346 5
GMED funds › GLOBUS MED INC ADD 0.6% -0.2% 57.2 723,451 +8,750 5
MGY funds › MAGNOLIA OIL & GAS CORP ADD 0.6% -0.3% 56.8 2,219,966 +47,846 5
MDB funds › MONGODB INC ADD 0.6% +0.1% 55.6 165,640 +24,613 5
RMBS funds › RAMBUS INC DEL ADD 0.6% +0.1% 54.3 409,436 +1,653 5
AROC funds › ARCHROCK INC ADD 0.6% -0.0% 54.2 1,332,301 +72,376 3 +51.8%
VNOM funds › VIPER ENERGY INC ADD 0.6% -0.2% 52.8 1,245,624 +13,896 4 -3.5%
DT funds › DYNATRACE INC ADD 0.6% -0.0% 51.7 1,178,107 +76,247 5
PODD funds › INSULET CORP ADD 0.6% +0.0% 51.4 337,747 +160,040 5
AR funds › ANTERO RESOURCES CORP ADD 0.5% -0.2% 49.5 1,407,811 +226,896 5
CIEN funds › CIENA CORP TRIM 0.5% -0.4% 49.4 100,771 -65,400 5
ZETA funds › ZETA GLOBAL HOLDINGS CORP ADD 0.5% +0.1% 47.8 2,426,427 +396,757 5
HRI funds › HERC HLDGS INC NEW 0.5% +0.5% 46.2 322,420 +322,420 1 +175.7%
MMS funds › MAXIMUS INC ADD 0.5% -0.1% 46.0 854,785 +138,396 5
BCPC funds › BALCHEM CORP ADD 0.5% -0.1% 45.7 270,501 +4,415 5
TYL funds › TYLER TECHNOLOGIES INC ADD 0.5% -0.2% 44.8 153,284 +9,962 5
BFAM funds › BRIGHT HORIZONS FAM SOL IN D ADD 0.5% -0.2% 42.3 596,653 +37,275 5
S funds › SENTINELONE INC ADD 0.4% +0.0% 41.4 2,442,034 +54,118 5
CUSIP:67059N108 funds › NUTANIX INC ADD 0.4% +0.1% 41.2 808,805 +59,733 5
COHR funds › COHERENT CORP ADD 0.4% +0.1% 40.8 103,359 +5,711 5
IBP funds › INSTALLED BLDG PRODS INC ADD 0.4% -0.2% 40.3 175,271 +4,463 5
TER funds › TERADYNE INC ADD 0.4% +0.1% 39.9 82,466 +1,666 5
ROST funds › ROSS STORES INC ADD 0.4% -0.0% 39.3 184,454 +28,919 5
GH funds › GUARDANT HEALTH INC NEW 0.4% +0.4% 38.2 254,310 +254,310 1 +661.8%
POWL funds › POWELL INDS INC ADD 0.4% -0.0% 37.5 131,046 +71,269 5
VIAV funds › VIAVI SOLUTIONS INC NEW 0.4% +0.4% 36.7 768,676 +768,676 1 -66.8%
EZPW funds › EZCORP INC TRIM 0.4% -0.1% 35.9 1,038,856 -395,598 5
PCOR funds › PROCORE TECHNOLOGIES INC ADD 0.4% -0.0% 35.1 863,591 +320,432 5 -38.3%
ASO funds › ACADEMY SPORTS & OUTDOORS IN TRIM 0.4% -0.4% 34.9 741,238 -263,667 5
PTGX funds › PROTAGONIST THERAPEUTICS INC NEW 0.4% +0.4% 34.5 281,832 +281,832 1 +475.3%
FAST funds › FASTENAL CO ADD 0.4% +0.1% 33.5 698,428 +214,879 5
SIMO funds › SILICON MOTION TECHNOLOGY CO NEW 0.4% +0.4% 33.0 99,098 +99,098 1 +38.1%
BRZE funds › BRAZE INC ADD 0.4% -0.1% 33.0 1,520,241 +149,255 5
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.3% +0.1% 31.8 84,755 +15,974 5
BLSH funds › BULLISH ADD 0.3% -0.2% 31.8 1,355,974 +177,375 4 -87.1%
LASR funds › NLIGHT INC TRIM 0.3% -0.0% 31.8 456,139 -40,192 5
MIR funds › MIRION TECHNOLOGIES INC ADD 0.3% -0.0% 30.1 1,678,373 +303,497 3 -68.5%
HOOD funds › ROBINHOOD MKTS INC ADD 0.3% +0.1% 27.5 274,500 +109,088 5
BKR funds › BAKER HUGHES COMPANY ADD 0.3% -0.0% 26.0 469,272 +101,566 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD 0.3% +0.1% 26.0 74,261 +16,044 5
FWRG funds › FIRST WATCH RESTAURANT GROUP ADD 0.3% +0.0% 25.2 1,953,921 +294,122 5
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.3% -0.1% 25.0 86,017 +18,617 5
ECPG funds › ENCORE CAP GROUP INC TRIM 0.3% -1.0% 24.7 264,755 -1,036,323 5
KRNT funds › KORNIT DIGITAL LTD ADD 0.3% -0.0% 24.6 1,514,468 +48,016 5
VST funds › VISTRA CORP ADD 0.3% +0.0% 24.2 152,780 +32,943 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.2% +0.1% 23.0 67,371 +13,644 5
MPWR funds › MONOLITHIC PWR SYS INC ADD 0.2% +0.1% 22.7 16,400 +3,575 3 +59.8%
FTNT funds › FORTINET INC ADD 0.2% +0.2% 22.3 145,450 +73,691 5
PTC funds › PTC INC TRIM 0.2% -0.3% 22.3 196,341 -76,747 5
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 0.2% +0.0% 21.5 46,906 +13,420 5
ZS funds › ZSCALER INC NEW 0.2% +0.2% 20.8 147,062 +147,062 1 -1.3%
BLFS funds › BIOLIFE SOLUTIONS INC ADD 0.2% +0.0% 20.0 708,666 +35,537 5
PKE funds › PARK AEROSPACE CORP TRIM 0.2% -0.0% 18.9 496,355 -48,802 2 +135.5%
AGYS funds › AGILYSYS INC ADD 0.2% +0.0% 18.2 174,363 +11,552 5
SEI funds › SOLARIS ENERGY INFRAS INC TRIM 0.2% +0.0% 17.9 221,900 -5,979 5
FANG funds › DIAMONDBACK ENERGY INC ADD 0.2% -0.0% 17.6 100,010 +21,180 5
CAMT funds › CAMTEK LTD ADD 0.2% +0.1% 17.4 106,612 +51,894 2 -20.3%
TATT funds › TAT TECHNOLOGIES LTD ADD 0.2% +0.1% 17.3 358,456 +168,124 2 -66.1%
AMSC funds › AMERICAN SUPERCONDUCTOR CORP ADD 0.2% +0.0% 16.7 402,762 +94,247 4 -62.0%
DSGX funds › DESCARTES SYS GROUP INC ADD 0.2% -0.0% 15.5 223,367 +4,797 5
CPRT funds › COPART INC ADD 0.2% -0.0% 15.4 547,560 +100,158 5
HUBG funds › HUB GROUP INC ADD 0.2% +0.0% 15.1 344,070 +17,563 5
ONT funds › ONTERRIS INC ADD 0.2% -0.0% 14.9 736,768 +41,788 5
VEEV funds › VEEVA SYS INC ADD 0.2% +0.0% 14.4 80,861 +23,992 5
HSIC funds › SCHEIN HENRY INC ADD 0.2% +0.0% 14.1 168,831 +31,167 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.2% +0.1% 14.1 18,469 +3,592 5
URI funds › UNITED RENTALS INC NEW 0.1% +0.1% 13.9 12,283 +12,283 1 +106.8%
NTSK funds › NETSKOPE INC ADD 0.1% +0.0% 12.0 1,100,154 +122,368 3 -48.3%
LNN funds › LINDSAY CORP ADD 0.1% -0.0% 12.0 96,978 +6,704 5
AXGN funds › AXOGEN INC ADD 0.1% +0.0% 12.0 258,905 +11,019 3 +142.6%
PI funds › IMPINJ INC ADD 0.1% +0.0% 11.9 82,897 +3,366 5 +4.2%
TWLO funds › TWILIO INC NEW 0.1% +0.1% 11.6 56,272 +56,272 1 +92.6%
ADSK funds › AUTODESK INC ADD 0.1% -0.0% 10.8 55,535 +19,997 5
GPOR funds › GULFPORT ENERGY CORP ADD 0.1% -0.0% 10.1 59,433 +10,253 5 -36.2%
GLBE funds › GLOBAL E ONLINE LTD ADD 0.1% -0.0% 10.0 287,790 +14,759 5
AMPX funds › AMPRIUS TECHNOLOGIES INC TRIM 0.1% -0.1% 9.9 714,324 -178,784 4 +54.2%
RMD funds › RESMED INC TRIM 0.1% -0.7% 9.0 45,984 -226,569 5
YSS funds › YORK SPACE SYSTEMS INC TRIM 0.1% -0.1% 8.6 348,762 -223,085 2 -117.0%
PAR funds › PAR TECHNOLOGY CORP ADD 0.1% +0.0% 8.4 483,261 +24,640 5 -90.1%
TITN funds › TITAN MACHY INC TRIM 0.1% -0.1% 8.3 390,987 -289,482 5 -37.1%
DDOG funds › DATADOG INC NEW 0.1% +0.1% 6.4 24,563 +24,563 1 +106.6%
SNOW funds › SNOWFLAKE INC NEW 0.1% +0.1% 6.4 25,112 +25,112 1 +1661.6%
VPG funds › VISHAY PRECISION GROUP INC NEW 0.1% +0.1% 5.4 35,957 +35,957 1 -102.7%
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.0% +0.0% 1.2 2,566 +57 5
NVDA funds › NVIDIA CORPORATION ADD 0.0% -0.0% 0.9 4,731 +205 5
MSFT funds › MICROSOFT CORP ADD 0.0% -0.0% 0.7 1,829 +86 5
GOOGL funds › ALPHABET INC ADD 0.0% +0.0% 0.7 1,819 +69 5
AMZN funds › AMAZON COM INC ADD 0.0% -0.0% 0.6 2,598 +110 5
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.0% -0.2% 0.6 2,007 -184,735 5
ASML funds › ASML HLDG NV ADD 0.0% +0.0% 0.5 273 +14 5
META funds › META PLATFORMS INC ADD 0.0% -0.0% 0.3 580 +19 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.0% -0.0% 0.3 2,663 +114 5
MELI funds › MERCADOLIBRE INC ADD 0.0% -0.0% 0.3 168 +8 5
TJX funds › TJX COS INC NEW ADD 0.0% -0.0% 0.3 1,846 +111 5
RTX funds › RTX CORPORATION ADD 0.0% -0.0% 0.3 1,471 +88 3 +16.4% re-entry
SHOP funds › SHOPIFY INC ADD 0.0% -0.0% 0.3 2,418 +117 5 +5.2%
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.2 422 +422 1 +105.4%
TSLA funds › TESLA INC NEW 0.0% +0.0% 0.2 505 +505 1 -77.0% re-entry
VIA funds › VIA TRANSN INC EXIT 0.0% -0.1% 0.0 0 -335,591 0 -107.0%
KNSL funds › KINSALE CAP GROUP INC EXIT 0.0% -0.6% 0.0 0 -122,957 0
RDDT funds › REDDIT INC EXIT 0.0% -0.2% 0.0 0 -132,091 0
AZTA funds › AZENTA INC EXIT 0.0% -0.3% 0.0 0 -1,024,048 0
TENB funds › TENABLE HLDGS INC EXIT 0.0% -0.1% 0.0 0 -633,122 0
DPZ funds › DOMINOS PIZZA INC EXIT 0.0% -0.6% 0.0 0 -125,665 0
CME funds › CME GROUP INC EXIT 0.0% -0.0% 0.0 0 -821 0 +1.9% re-entry
SLAB funds › SILICON LABORATORIES INC EXIT 0.0% -0.6% 0.0 0 -202,029 0
CSGP funds › COSTAR GROUP INC EXIT 0.0% -0.5% 0.0 0 -872,463 0
RVLV funds › REVOLVE GROUP INC EXIT 0.0% -0.1% 0.0 0 -200,619 0
POOL funds › POOL CORP EXIT 0.0% -0.3% 0.0 0 -107,671 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 9,329 176 0.16 15% 0.009 0.454 in
2026Q1 7,295 173 0.14 16% 0.009 0.508 in
2025Q4 7,678 176 0.12 14% 0.009 0.475 in
2025Q3 7,713 175 0.13 15% 0.009 0.468 in
2025Q2 7,573 178 0.11 17% 0.010 0.586 entered
2025Q1 6,930 167 0.00 17% 0.010 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status