KRUS KURA SUSHI USA INC

Ownership history in STEPHENS INC /AR/  ·  26 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported KURA SUSHI USA INC (KRUS) in 26 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.52% in 2024 Q1. The latest visible filing shows KRUS at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KRUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in KURA SUSHI USA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KRUS was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPHENS INC /AR/ held KRUS — position size vs. price
% of Fund (quarterly)    KRUS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 839,308 +111,502 +15.3% 0.55% $43.9M 2026-02-14 (Est.) $67.98
2025 Q3 REDUCED 727,806 -11,084 -1.5% 0.55% $43.2M 2025-10-27 $63.78
2025 Q2 ADDED 738,890 +10,968 +1.5% 0.87% $63.6M 2025-07-29 $86.86
2025 Q1 REDUCED 727,922 -18,730 -2.5% 0.55% $37.3M 2025-05-01 $59.84
2024 Q4 REDUCED 746,652 -84,492 -10.2% 0.95% $67.6M 2025-01-28 $78.39
2024 Q3 REDUCED 831,144 -7,009 -0.8% 0.95% $67.0M 2024-10-28 $98.56
2024 Q2 REDUCED 838,153 -12,920 -1.5% 0.81% $52.9M 2024-08-06 $53.48
2024 Q1 REDUCED 851,073 -62,456 -6.8% 1.52% $98.0M 2024-05-15 $106.69
2023 Q4 ADDED 913,529 +104,063 +12.9% 1.20% $69.4M 2024-02-13 $101.00
2023 Q3 REDUCED 809,466 -891 -0.1% 1.03% $53.5M 2023-11-14 $57.30
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEPHENS INC /AR/ and KRUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning KRUS?

STEPHENS INC /AR/ reported KRUS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported KRUS position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for KRUS was 1.52% in 2024 Q1.

What is the latest reported KRUS position on this page?

The most recent filing on this page is 2025 Q4, when STEPHENS INC /AR/ reported 839,308 shares, equal to 0.55% of portfolio, with an estimated market value of $43.9M.

What does the chart on this KRUS ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly KRUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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