Stephens Group, LLC
Investment Portfolio & 13F Holdings Analysis
About
Stephens Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 3 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "WEST", "ET", "LAW" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-03
- Total Holdings
- 3
- Total Value
- 194069623
- Accession Number
- 0001104659-25-031480
- Form Type
- 13F-HR
- Manager Name
- Stephens-Group
Data Enrichment
100% identified3 identified0 unidentified
Holdings
3 positions • $194.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.6M | All Managers (Combined) | $103.6M | 53.4% ($103.6M/$194.1M) | |||
| 8.1M | QoQ 0.00% (+0) | All Managers (Combined) | $58.6M | 30.2% ($58.6M/$194.1M) | ||
CS Disco, Inc.(LAWcusip126327105) | 7.8M | All Managers (Combined) | $31.9M | 16.4% ($31.9M/$194.1M) |