Stephens Investment Management Group LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Stephens Investment Management Group LLC reported 161 stock positions worth $7.3 billion. Its top holding was Axon Enterprise (AXON) at 2.1% of the portfolio, followed by Guidewire Software (GWRE, 2.1%) and Manhattan Associates (MANH, 2.1%). Compared with Q2 2024, it opened 6 new positions, sold out of 7, added to 67 and reduced 79. The biggest buy was Marketaxess (MKTX, shares +42%) and the biggest sale an exit from Envestnet (ENV).

Most Recent 13F
Q2 2026
Location
LITTLE ROCK, AR
CIK
0001314440
Portfolio Value
$7.3B (Q3 2024)
SEC Filing
0001314440-24-000018 ↗ filed Oct 28, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $7.5B Q1 2024 Q2 2024: $7.1B Q2 2024 Q3 2024: $7.3B $7.3B Q3 2024 Q4 2024: $7.5B Q4 2024 Q1 2025: $6.9B Q1 2025 Q2 2025: $7.6B Q2 2025 Q3 2025: $7.7B Q3 2025 Q4 2025: $7.7B Q4 2025 Q1 2026: $7.3B Q1 2026 Q2 2026: $9.3B Q2 2026

Holdings 161 stocks · $7.3B

AXON Axon Enterprise Inc. 2.14% 391,764 $156.5M Reduce -12.6%
GWRE Guidewire Software Inc. 2.12% 848,506 $155.2M Reduce -1.2%
MANH Manhattan Associates Inc. 2.07% 538,036 $151.4M Reduce -9.0%
ICLR Icon PLC 1.79% 456,734 $131.2M Reduce -0.7%
FCFS Firstcash Holdings Inc. 1.78% 1,133,432 $130.1M Reduce -2.5%
CYBR Cyberark Software Ltd./Israel 1.67% 420,026 $122.5M Reduce -4.7%
TW Tradeweb Markets Inc. Class A 1.67% 989,156 $122.3M Add +2.5%
VRT Vertiv Holdings Co. Class A 1.54% 1,131,135 $112.5M Reduce -3.8%
HEI.A Heico Corp. Class A 1.52% 545,887 $111.2M Reduce -3.6%
FCN Fti Consulting Inc. 1.47% 475,036 $108.1M Add +7.7%
RYAN Ryan Specialty Holdings Inc. 1.46% 1,617,395 $107.4M Reduce -2.2%
BURL Burlington Stores Inc. 1.45% 403,981 $106.4M Add +2.0%
HQY Healthequity Inc. 1.39% 1,249,082 $102.2M Reduce -3.0%
MKTX Marketaxess Holdings Inc. 1.38% 393,877 $100.9M Add +42.1%
KTOS Kratos Defense & Security 1.36% 4,284,308 $99.8M Reduce -1.6%
EXEL Exelixis Inc. 1.35% 3,806,564 $98.8M Reduce -1.9%
BRBR Bellring Brands Inc. 1.30% 1,564,625 $95.0M Reduce -4.9%
RBC RBC Bearings Inc. 1.25% 306,519 $91.8M Reduce -2.7%
FTI Technipfmc PLC 1.24% 3,464,366 $90.9M Reduce -13.8%
WING Wingstop Inc. 1.23% 217,329 $90.4M Reduce -2.6%
TYL Tyler Technologies Inc. 1.19% 149,800 $87.4M Reduce -6.9%
VRSK Verisk Analytics Inc. 1.19% 326,143 $87.4M Add +2.0%
ONTO Onto Innovation Inc. 1.19% 419,860 $87.1M Reduce -20.7%
TTWO Take-Two Interactive Softwre 1.15% 547,911 $84.2M Add +2.5%
PLMR Palomar Holdings Inc. 1.13% 873,644 $82.7M Reduce -12.5%
RMD Resmed Inc. 1.12% 336,554 $82.2M Add +2.2%
DPZ Domino's Pizza Inc. 1.11% 188,741 $81.2M Add +18.6%
VRNS Varonis Systems Inc. 1.08% 1,404,843 $79.4M Reduce -4.3%
SWN Southwestern Energy Co. 1.07% 11,016,695 $78.3M Reduce -1.7%
HALO Halozyme Therapeutics Inc. 1.06% 1,359,730 $77.8M Reduce -4.4%
AVAV Aerovironment Inc. 1.06% 386,838 $77.6M Reduce -4.3%
LYV Live Nation Entertainment Inc. 1.05% 701,601 $76.8M Add +2.4%
EA Electronic Arts Inc. 1.04% 533,377 $76.5M Add +20.8%
BFAM Bright Horizons Family Solut 1.02% 535,268 $75.0M Reduce -2.1%
ACHC Acadia Healthcare Co. Inc. 1.02% 1,180,956 $74.9M Reduce -2.3%
SPOT Spotify Technology SA 1.02% 202,425 $74.6M Reduce -3.9%
RGEN Repligen Corp. 1.01% 499,744 $74.4M Reduce -2.4%
SITE Siteone Landscape Supply Inc. 0.98% 477,181 $72.0M Reduce -3.1%
KNSL Kinsale Capital Group Inc. 0.97% 152,981 $71.2M Reduce -1.8%
PTC PTC Inc. 0.95% 385,635 $69.7M Reduce -6.9%
WMG Warner Music Group Corp. Class A 0.92% 2,163,286 $67.7M Add +8.2%
MGY Magnolia Oil & Gas Corp. Class A 0.91% 2,739,348 $66.9M Reduce -4.3%
HOLX Hologic Inc. 0.91% 818,828 $66.7M Add +1.9%
CDNS Cadence Design SYS Inc. 0.88% 238,410 $64.6M Add +2.6%
DECK Deckers Outdoor Corp. 0.86% 396,961 $63.3M Reduce -6.2%
LGND Ligand Pharmaceuticals 0.84% 618,696 $61.9M Reduce -5.1%
AAON Aaon Inc. 0.84% 567,995 $61.3M Add +29.6%
SUPN Supernus Pharmaceuticals Inc. 0.82% 1,932,209 $60.2M Add +1.8%
AZPN Aspen Technology Inc. 0.82% 251,257 $60.0M Add +0.3%
VNOM Viper Energy Inc. 0.81% 1,308,847 $59.0M Reduce -18.9%
PIPR Piper Sandler Cos 0.80% 207,584 $58.9M Reduce -42.1%
PZZA Papa John's Intl Inc. 0.80% 1,091,733 $58.8M Add +19.3%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.78% 1,142,834 $57.4M Reduce -2.9%
MTSI Macom Technology Solutions H 0.77% 505,621 $56.3M Add +6.3%
TNDM Tandem Diabetes Care Inc. 0.74% 1,274,482 $54.1M Add +12.2%
TECH Bio-Techne Corp. 0.74% 674,566 $53.9M Reduce -0.8%
HUBB Hubbell Inc. 0.73% 125,771 $53.9M Add +57.4%
ECPG Encore Capital Group Inc. 0.73% 1,137,752 $53.8M Add +0.5%
TOST Toast Inc. Class A 0.73% 1,884,771 $53.4M Add +13.1%
GLOB Globant SA 0.73% 268,578 $53.2M Reduce -1.8%
IDXX Idexx Laboratories Inc. 0.72% 104,900 $53.0M Reduce -7.6%
MMS Maximus Inc. 0.72% 564,610 $52.6M Reduce -2.9%
GMED Globus Medical Inc. Class A 0.69% 701,860 $50.2M Add +3.1%
TREX Trex Company Inc. 0.68% 748,094 $49.8M Reduce -3.0%
BCPC Balchem Corp. 0.68% 281,451 $49.5M Reduce -6.0%
ROK Rockwell Automation Inc. 0.67% 182,140 $48.9M Add +3.3%
CSGP Costar Group Inc. 0.64% 618,664 $46.7M Add +27.4%
IBP Installed Building Products 0.63% 187,200 $46.1M Reduce -4.2%
DXCM Dexcom Inc. 0.63% 684,485 $45.9M Add +2.9%
TSCO Tractor Supply Company 0.62% 155,988 $45.4M Add +1.6%
POOL Pool Corp. 0.60% 117,088 $44.1M Add +2.5%
AZEK The Azek Co. Inc. 0.60% 940,512 $44.0M Reduce -5.2%
NEOG Neogen Corp. 0.60% 2,606,121 $43.8M Add +2.1%
MCHP Microchip Technology Inc. 0.57% 521,201 $41.8M Reduce -12.1%
CGNX Cognex Corp. 0.57% 1,030,563 $41.7M Reduce -1.3%
LSCC Lattice Semiconductor Corp. 0.56% 780,271 $41.4M Add +22.3%
AMRC Ameresco Inc. Class A 0.55% 1,070,305 $40.6M Reduce -4.7%
MEDP Medpace Holdings Inc. 0.55% 120,634 $40.3M Add +3.3%
FIVE Five Below 0.53% 443,241 $39.2M Reduce -25.3%
TENB Tenable Holdings Inc. 0.53% 963,855 $39.1M Reduce -4.9%
AZTA Azenta Inc. 0.53% 798,244 $38.7M Reduce -6.0%
FANG Diamondback Energy Inc. 0.52% 219,899 $37.9M Add +4.2%
GTLB Gitlab Inc. Class A 0.51% 724,265 $37.3M Add +11.2%
MNDY Monday.com Ltd. 0.51% 133,713 $37.1M Add +78.9%
WHD Cactus Inc. Class A 0.50% 613,540 $36.6M Reduce -19.3%
POWI Power Integrations Inc. 0.50% 567,477 $36.4M Add +2.6%
ALTR Altair Engineering Inc. Class A 0.49% 376,279 $35.9M Reduce -4.2%
SG Sweetgreen Inc. Class A 0.45% 939,335 $33.3M Add +139.9%
SLAB Silicon Laboratories Inc. 0.45% 287,901 $33.3M Reduce -4.2%
KRNT Kornit Digital Ltd. 0.45% 1,285,253 $33.2M Reduce -5.4%
JBHT Hunt (jb) Transprt SVCS Inc. 0.45% 191,337 $33.0M Add +3.5%
CTRA Coterra Energy Inc. 0.44% 1,336,748 $32.0M Add +3.5%
S Sentinelone Inc. Class A 0.42% 1,294,815 $31.0M New
GNRC Generac Holdings Inc. 0.42% 192,349 $30.6M Add +678.5%
OKTA Okta Inc. 0.42% 410,131 $30.5M Add +15.9%
IRTC Irhythm Holdings Inc. 0.41% 400,325 $29.7M Reduce -4.8%
CPRT Copart Inc. 0.39% 550,276 $28.8M Add +7.4%
SDGR Schrodinger Inc. 0.39% 1,539,870 $28.6M Add +39.6%
AMBA Ambarella Inc. 0.39% 501,036 $28.3M Add +20.1%
ILMN Illumina Inc. 0.38% 214,817 $28.0M Add +23.6%
ANSS Ansys Inc. 0.38% 87,860 $28.0M Add +1.4%
DRS Leonardo DRS Inc. 0.37% 954,216 $26.9M Reduce -15.0%
PLTR Palantir Technologies Inc. Class A 0.36% 700,818 $26.1M Add +20.6%
SPSC SPS Commerce Inc. 0.31% 118,302 $23.0M Reduce -27.7%
EZPW Ezcorp Inc. Class A 0.30% 1,984,694 $22.2M Reduce -4.7%
PRO Pros Holdings Inc. 0.30% 1,183,150 $21.9M Reduce -6.9%
ROST Ross Stores Inc. 0.30% 144,310 $21.7M Add +7.8%
BRZE Braze Inc. Class A 0.28% 642,970 $20.8M New
DSGX The Descartes Systems Grp 0.27% 190,943 $19.7M Reduce -14.8%
ICFI Icf International Inc. 0.26% 115,221 $19.2M Reduce -15.2%
PODD Insulet Corp. 0.26% 80,792 $18.8M Add +10.6%
CELH Celsius Holdings Inc. 0.25% 579,273 $18.2M Reduce -57.9%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.24% 163,084 $17.9M Add +109.9%
MRVL Marvell Technology Inc. 0.24% 239,936 $17.3M Add +34.3%
VIRT Virtu Financial Inc. Class A 0.24% 565,963 $17.2M Reduce -6.8%
LHX L3HARRIS Technologies Inc. 0.23% 71,497 $17.0M Add +20.1%
TER Teradyne Inc. 0.22% 122,420 $16.4M Add +6.9%
FAST Fastenal Co. 0.22% 228,506 $16.3M Add +9.8%
RVLV Revolve Group Inc. Class A 0.21% 629,909 $15.6M Reduce -19.9%
ROP Roper Technologies Inc. 0.20% 26,467 $14.7M Add +10.4%
BKR Baker Hughes Co. 0.20% 400,603 $14.5M Add +8.6%
VSEC Vse Corp. 0.19% 170,081 $14.1M Reduce -1.5%
BF.B Brown-Forman Corp. Class B 0.19% 285,103 $14.0M Add +6.9%
VEEV Veeva Systems Inc. Class A 0.19% 66,369 $13.9M Add +7.9%
POWL Powell Industries Inc. 0.19% 61,291 $13.6M New
PANW Palo Alto Networks Inc. 0.18% 39,144 $13.4M Add +6.8%
HSIC Henry Schein Inc. 0.18% 179,716 $13.1M Add +8.9%
HUBG Hub Group Inc. Class A 0.18% 286,431 $13.0M Reduce -15.2%
ASO Academy Sports & Outdoors Inc. 0.18% 222,468 $13.0M Add +21.4%
ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP 0.17% 464,845 $12.2M Reduce -10.4%
INTA Intapp Inc. 0.16% 245,812 $11.8M Reduce -10.9%
FTNT Fortinet Inc. 0.16% 150,581 $11.7M Reduce -56.7%
ADSK Autodesk Inc. 0.16% 41,859 $11.5M Add +8.2%
CWAN Clearwater Analytics HDS-A 0.15% 438,437 $11.1M New
KEYS Keysight Technologies Inc. 0.15% 69,010 $11.0M Add +10.1%
LNN Lindsay Corp. 0.15% 87,835 $10.9M Reduce -15.3%
BLFS Biolife Solutions Inc. 0.15% 425,095 $10.6M Reduce -1.4%
HSTM Healthstream Inc. 0.14% 355,473 $10.3M Reduce -15.3%
CRWD CrowdStrike Holdings Inc. Class A 0.14% 35,730 $10.0M Reduce -45.0%
NTNX Nutanix Inc. Class A 0.13% 162,284 $9.6M Add +76.9%
CHEF The Chefs' Warehouse Inc. 0.12% 210,234 $8.8M Reduce -39.1%
RBRK Rubrik Inc. Class A 0.12% 264,345 $8.5M Add +3.5%
LASR Nlight Inc. 0.11% 783,946 $8.4M Reduce -15.4%
KLAC KLA Corp. 0.11% 10,713 $8.3M Reduce -45.3%
MDB Mongodb Inc. 0.11% 30,664 $8.3M Add +22.8%
FWRG First Watch Restaurant Group 0.11% 503,678 $7.9M Add +33.2%
ZETA Zeta Global Holdings Corp. Class A 0.10% 257,327 $7.7M New
QLYS Qualys Inc. 0.10% 57,075 $7.3M Reduce -14.9%
RMBS Rambus Inc. 0.09% 156,877 $6.6M Reduce -14.8%
MGNI Magnite Inc. 0.08% 403,791 $5.6M New
MSFT Microsoft Corp. 0.02% 3,006 $1.3M No change
NVDA Nvidia Corp. 0.01% 7,580 $921K No change
AMZN Amazon.com Inc. 0.01% 3,357 $626K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 3,547 $616K No change
MELI MercadoLibre Inc. 0.01% 196 $402K Add +8.9%
ISRG Intuitive Surgical Inc. 0.00% 641 $315K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 2,635 $310K No change
CME Cme Group Inc. 0.00% 1,248 $275K No change
RTX RTX Corp. 0.00% 2,094 $254K No change
SPGI S&P Global Inc. 0.00% 482 $249K Reduce -7.1%
ASML ASML Holding NV-NY Reg SHS 0.00% 257 $214K No change

Portfolio Sells Q2 2024 → Q3 2024

ENV Envestnet Inc. Sold out 0.00% −1.38
CELH Celsius Holdings Inc. Reduce -57.9% 0.25% −0.85
FIVN FIVE9 Inc. Sold out 0.00% −0.55
PCRX Pacira Biosciences Inc. Sold out 0.00% −0.55
ONTO Onto Innovation Inc. Reduce -20.7% 1.19% −0.44
RPD RAPID7 Inc. Sold out 0.00% −0.38
FIVE Five Below Reduce -25.3% 0.53% −0.37
PIPR Piper Sandler Cos Reduce -42.1% 0.80% −0.35
P Everpure Inc. Class A Reduce -2.9% 0.78% −0.28
FTI Technipfmc PLC Reduce -13.8% 1.24% −0.23
ICLR Icon PLC Reduce -0.7% 1.79% −0.23
IRTC Irhythm Holdings Inc. Reduce -4.8% 0.41% −0.23
CRWD CrowdStrike Holdings Inc. Class A Reduce -45.0% 0.14% −0.21
PRO Pros Holdings Inc. Reduce -6.9% 0.30% −0.21
MNST Monster Beverage Corp. Sold out 0.00% −0.20
MCHP Microchip Technology Inc. Reduce -12.1% 0.57% −0.19
HQY Healthequity Inc. Reduce -3.0% 1.39% −0.16
ONT Onterris Inc. Reduce -10.4% 0.17% −0.16
FTNT Fortinet Inc. Reduce -56.7% 0.16% −0.13
ACHC Acadia Healthcare Co. Inc. Reduce -2.3% 1.02% −0.12
TREX Trex Company Inc. Reduce -3.0% 0.68% −0.12
SPSC SPS Commerce Inc. Reduce -27.7% 0.31% −0.12
NICE Nice Ltd. - Spon ADR Sold out 0.00% −0.12
CGNX Cognex Corp. Reduce -1.3% 0.57% −0.11
KLAC KLA Corp. Reduce -45.3% 0.11% −0.11
MGY Magnolia Oil & Gas Corp. Class A Reduce -4.3% 0.91% −0.10
PTC PTC Inc. Reduce -6.9% 0.95% −0.10
AZTA Azenta Inc. Reduce -6.0% 0.53% −0.10
DECK Deckers Outdoor Corp. Reduce -6.2% 0.86% −0.09
WING Wingstop Inc. Reduce -2.6% 1.23% −0.09
TENB Tenable Holdings Inc. Reduce -4.9% 0.53% −0.09
CHEF The Chefs' Warehouse Inc. Reduce -39.1% 0.12% −0.07
WHD Cactus Inc. Class A Reduce -19.3% 0.50% −0.06
RMBS Rambus Inc. Reduce -14.8% 0.09% −0.06
IDXX Idexx Laboratories Inc. Reduce -7.6% 0.72% −0.05
ALTR Altair Engineering Inc. Class A Reduce -4.2% 0.49% −0.05
VNOM Viper Energy Inc. Reduce -18.9% 0.81% −0.04
DSGX The Descartes Systems Grp Reduce -14.8% 0.27% −0.04
QLYS Qualys Inc. Reduce -14.9% 0.10% −0.03
DRS Leonardo DRS Inc. Reduce -15.0% 0.37% −0.03
LNN Lindsay Corp. Reduce -15.3% 0.15% −0.03
LASR Nlight Inc. Reduce -15.4% 0.11% −0.03
HUBG Hub Group Inc. Class A Reduce -15.2% 0.18% −0.03
HSTM Healthstream Inc. Reduce -15.3% 0.14% −0.02
VSEC Vse Corp. Reduce -1.5% 0.19% −0.02
ICFI Icf International Inc. Reduce -15.2% 0.26% −0.02
BRBR Bellring Brands Inc. Reduce -4.9% 1.30% −0.02
CYBR Cyberark Software Ltd./Israel Reduce -4.7% 1.67% −0.02
SLAB Silicon Laboratories Inc. Reduce -4.2% 0.45% −0.01
PLMR Palomar Holdings Inc. Reduce -12.5% 1.13% −0.01

Portfolio Buys Q2 2024 → Q3 2024

MKTX Marketaxess Holdings Inc. Add +42.1% 1.38% +0.60
S Sentinelone Inc. Class A New 0.42% +0.42
GNRC Generac Holdings Inc. Add +678.5% 0.42% +0.37
HUBB Hubbell Inc. Add +57.4% 0.73% +0.33
AAON Aaon Inc. Add +29.6% 0.84% +0.30
SG Sweetgreen Inc. Class A Add +139.9% 0.45% +0.29
BRZE Braze Inc. Class A New 0.28% +0.28
MNDY Monday.com Ltd. Add +78.9% 0.51% +0.25
RMD Resmed Inc. Add +2.2% 1.12% +0.24
TW Tradeweb Markets Inc. Class A Add +2.5% 1.67% +0.24
PZZA Papa John's Intl Inc. Add +19.3% 0.80% +0.20
POWL Powell Industries Inc. New 0.19% +0.19
EA Electronic Arts Inc. Add +20.8% 1.04% +0.18
CWAN Clearwater Analytics HDS-A New 0.15% +0.15
PLTR Palantir Technologies Inc. Class A Add +20.6% 0.36% +0.15
LYV Live Nation Entertainment Inc. Add +2.4% 1.05% +0.15
FCN Fti Consulting Inc. Add +7.7% 1.47% +0.14
TTD Trade Desk Inc./the Class A Add +109.9% 0.24% +0.14
CSGP Costar Group Inc. Add +27.4% 0.64% +0.13
ILMN Illumina Inc. Add +23.6% 0.38% +0.13
TOST Toast Inc. Class A Add +13.1% 0.73% +0.13
AZPN Aspen Technology Inc. Add +0.3% 0.82% +0.12
BURL Burlington Stores Inc. Add +2.0% 1.45% +0.12
SUPN Supernus Pharmaceuticals Inc. Add +1.8% 0.82% +0.11
POOL Pool Corp. Add +2.5% 0.60% +0.11
ZETA Zeta Global Holdings Corp. Class A New 0.10% +0.10
TNDM Tandem Diabetes Care Inc. Add +12.2% 0.74% +0.10
SDGR Schrodinger Inc. Add +39.6% 0.39% +0.09
MGNI Magnite Inc. New 0.08% +0.08
HOLX Hologic Inc. Add +1.9% 0.91% +0.07
ECPG Encore Capital Group Inc. Add +0.5% 0.73% +0.07
AMBA Ambarella Inc. Add +20.1% 0.39% +0.07
WMG Warner Music Group Corp. Class A Add +8.2% 0.92% +0.07
MRVL Marvell Technology Inc. Add +34.3% 0.24% +0.06
NTNX Nutanix Inc. Class A Add +76.9% 0.13% +0.06
GTLB Gitlab Inc. Class A Add +11.2% 0.51% +0.06
PODD Insulet Corp. Add +10.6% 0.26% +0.05
LSCC Lattice Semiconductor Corp. Add +22.3% 0.56% +0.05
LHX L3HARRIS Technologies Inc. Add +20.1% 0.23% +0.04
ASO Academy Sports & Outdoors Inc. Add +21.4% 0.18% +0.04
FAST Fastenal Co. Add +9.8% 0.22% +0.04
NEOG Neogen Corp. Add +2.1% 0.60% +0.04
TSCO Tractor Supply Company Add +1.6% 0.62% +0.04
JBHT Hunt (jb) Transprt SVCS Inc. Add +3.5% 0.45% +0.04
VEEV Veeva Systems Inc. Class A Add +7.9% 0.19% +0.03
GMED Globus Medical Inc. Class A Add +3.1% 0.69% +0.03
HSIC Henry Schein Inc. Add +8.9% 0.18% +0.03
BF.B Brown-Forman Corp. Class B Add +6.9% 0.19% +0.03
KEYS Keysight Technologies Inc. Add +10.1% 0.15% +0.03
MDB Mongodb Inc. Add +22.8% 0.11% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 176$9.3BRBC, FCFS, LGND, EXEL, CRDO
Q1 2026 173$7.3BFCFS, RBC, FIVE, VRT, MTSI
Q4 2025 176$7.7BFCFS, RBC, FIVE, EXEL, BURL
Q3 2025 175$7.7BAVAV, FCFS, GWRE, KTOS, EA
Q2 2025 178$7.6BAVAV, CYBR, WING, GWRE, KTOS
Q1 2025 167$6.9BGWRE, CYBR, RYAN, KTOS, HEI.A
Q4 2024 171$7.5BCYBR, MANH, GWRE, BURL, KTOS
Q3 2024 161$7.3BAXON, GWRE, MANH, ICLR, FCFS
Q2 2024 162$7.1BMANH, ICLR, AXON, FCFS, CYBR
Q1 2024 170$7.5BFCFS, ICLR, MANH, AXON, CELH