SEC 13F Intelligence

Stephens Investment Management Group LLC / ULTA

Stephens Investment Management Group LLC’s Ulta Beauty Inc Position

Does Stephens Investment Management Group LLC own Ulta Beauty Inc (ULTA)? Not currently — the last reported position was 60.2K shares worth $31M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$31M
Q1 2024
Shares
60.2K
% of Portfolio
+0.42%
Quarters Held
19
position exited

Position History ULTA

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $54MQ2 ’19: $48MQ2 ’20: $21MQ2 ’20Q3 ’20: $35MQ4 ’20: $46MQ1 ’21: $59MQ1 ’21Q2 ’21: $65MQ3 ’21: $68MQ4 ’21: $65MQ4 ’21Q1 ’22: $64MQ2 ’22: $53MQ3 ’22: $51MQ3 ’22Q4 ’22: $59MQ1 ’23: $47MQ2 ’23: $29MQ2 ’23Q3 ’23: $25MQ4 ’23: $29MQ1 ’24: $31MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202460.2K$31M+0.42%
Q4 202359.8K$29M+0.43%
Q3 202361.6K$25M+0.40%
Q2 202360.8K$29M+0.45%
Q1 202385.9K$47M+0.78%
Q4 2022128.0K$59M+1.08%
Q3 2022127.9K$51M+0.97%
Q2 2022137.9K$53M+0.98%
Q1 2022161.2K$64M+0.94%
Q4 2021157.9K$65M+0.84%
Q3 2021188.2K$68M+0.92%
Q2 2021188.0K$65M+0.89%
Q1 2021190.3K$59M+0.85%
Q4 2020161.4K$46M+0.69%
Q3 2020156.9K$35M+0.62%
Q2 2020100.8K$21M+0.37%
Q2 2019137.0K$48M+0.90%
Q1 2019154.9K$54M+1.10%
Q4 2018153.5K$38M+0.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stephens Investment Management Group LLC’s full portfolio or all institutional holders of ULTA.