Stephens Investment Management Group LLC

Long Only Manager

Stephens Investment Management Group LLC is a Long Only Manager based in Little Rock, AR led by Joseph Warren Simpson, managing $7.8B across 176 long positions as of Q3 2025 with AVAV as the largest holding (2% allocation).

CEOJoseph Warren Simpson

Portfolio Value: $7.8B
Positions: 176
Top Holding: AVAV at 2.1%
Last Reported: Q3 2025

Address111 Center Street, Little Rock, AR, 72201, United States

Top Holdings

Largest long holdings in Stephens Investment Management Group LLC's portfolio (15.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 AeroVironment AVAV	Aerospace & Defense Industrials	$162.8M	2.10%	-$36.8M Sold	1.04% 517.0K shares	Q4 2015 Held for 9y 11m
2 FirstCash Holdings FCFS	Financial - Credit Services Financial Services	$135.8M	1.75%	+$1.4M Bought	1.93% 857.5K shares	Q1 2022 Held for 3y 8m
3 Guidewire Software GWRE	Software - Application Technology	$124.1M	1.60%	-$7.3M Sold	0.64% 539.8K shares	Q2 2014 Held for 11y 5m
4 Kratos Defense & Security Solutions KTOS	Aerospace & Defense Industrials	$122.5M	1.58%	-$113.2M Sold	0.79% 1.3M shares	Q4 2017 Held for 7y 11m
5 Electronic Arts EA	Electronic Gaming & Multimedia Technology	$116.5M	1.50%	+$4.5M Bought	0.23% 577.6K shares	Q1 2016 Held for 9y 8m
6 Heico Corporation HEI.A	Aerospace & Defense Industrials	$108.4M	1.40%	-$8.1M Sold	0.31% 426.5K shares	Q4 2019 Held for 5y 11m
7 RBC Bearings RBC	Manufacturing - Tools & Accessories Industrials	$106.1M	1.37%	-$5.4M Sold	0.86% 271.7K shares	Q3 2013 Held for 12y 2m
8 Wingstop WING	Restaurants Consumer Cyclical	$104.6M	1.35%	+$3.2M Bought	1.49% 415.5K shares	Q2 2016 Held for 9y 5m
9 Exelixis EXEL	Biotechnology Healthcare	$103.7M	1.34%	-$5.4M Sold	0.93% 2.5M shares	Q4 2017 Held for 7y 11m
10 BWX Technologies BWXT	Aerospace & Defense Industrials	$103.3M	1.33%	-$5.0M Sold	0.61% 560.4K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stephens Investment Management Group LLC's latest filing

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Market Value

$7.8B

Prior: $7.6B

Q/Q Change

+2.35%

+$178.2M

Net Flows % of MV

-5.31%

Turnover Ratio

10.61%

New Purchases

10 stocks

$248.7M

Added To

54 stocks

+$367.6M

Sold Out Of

12 stocks

$207.2M

Reduced Holdings

112 stocks

-$821.0M

Increased Positions

Position	Shares Δ	Change
1 Bloom Energy BE	New	0 → 494.4K +$41.8M
2 JHX James Hardie Industries JHX	New	0 → 2.0M +$38.6M
3 JHX James Hardie Industries plc JHX	New	0 → 2.0M +$38.6M
4 Travere Therapeutics, Inc. TVTX	New	0 → 1.6M +$38.2M
5 Texas Roadhouse TXRH	New	0 → 186.8K +$31.0M

Decreased Positions

Position	Shares Δ	Change
1 The AZEK Company AZEK	Sold	921.2K → 0 −$50.1M
2 Sweetgreen SG	Sold	2.6M → 0 −$38.2M
3 Tandem Diabetes Care TNDM	Sold	1.7M → 0 −$32.4M
4 GitLab GTLB	Sold	709.5K → 0 −$32.0M
5 Ansys ANSS	Sold	69.0K → 0 −$24.2M