Generalist · Little Rock, AR
Stephens Investment Management Group LLC
- Software
- $1.2B
- Weight of 13F
- 13.0%
- Names
- 32
- Vs prior quarter
- +$309M
Filed 29 July 2026.
176 positions in the whole 13F.
Software held
- JFrogFROG1,013,628 shares · 7.8% of their software$92.1M+$50.2M
- VaronisVRNS2,158,912 shares · 7.6% of their software$90.6M+$47.8M
- OktaOKTA645,472 shares · 7.4% of their software$88.1M+$53.1M
- Manhattan AssociatesMANH606,425 shares · 7.1% of their software$84.4M+$17.5M
- VeriskVRSK430,995 shares · 6.5% of their software$77.4M+$2.0M
- GuidewireGWRE593,454 shares · 6.1% of their software$73.0M−$5.5M
- SailPointSAIL4,154,901 shares · 5.1% of their software$60.8M+$22.5M
- ToastTOST2,170,232 shares · 5.1% of their software$60.4M+$7.1M
- MongoDBMDB165,640 shares · 4.7% of their software$55.6M+$21.1M
- DynatraceDT1,178,107 shares · 4.4% of their software$51.7M+$11.0M
- Zeta GlobalZETA2,426,427 shares · 4.0% of their software$47.8M+$15.4M
- Tyler TechnologiesTYL153,284 shares · 3.8% of their software$44.8M−$4.2M