Stephens Investment Management Group LLC
•CIK: 1314440•Filing: Q4 2025
Stephens Investment Management Group LLC, led by the seasoned investment strategist Ron O'Grady, manages $7.7 billion with a focus on value-oriented, long-term growth strategies. Recently, the fund has made notable moves by adding ALAB and XMTR, increasing their positions by 201% and 135% respectively, while exiting positions in EA and UBS, reflecting a strategic shift towards sectors with higher growth potential.
Total AUM
$7.7B
QoQ Performance
-0.5%
Positions
176
Top 10 Concentration
14.4%
Latest Filing
Q4 2025
Top Holdings Allocation
FCFS1.8%
RBC1.6%
FIVE1.5%
EX91.4%
BURL1.4%
RGEN1.4%
GWRE1.3%
HEI/A1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.4%
Consumer1.3%
Communication0.2%
Technology0.0%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW11 new positions
↑113 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023