Stephens Investment Management Group LLC AZTA — BROOKS AUTOMATION INC NEW

Ownership history in Stephens Investment Management Group LLC  ·  20 quarters on record

AI Ownership Summary

Stephens Investment Management Group LLC reported BROOKS AUTOMATION INC NEW (AZTA) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.71% in 2024 Q1. The latest visible filing shows AZTA at 0.30% 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 AZTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stephens Investment Management Group LLC's position in BROOKS AUTOMATION INC NEW, 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
2026 Q1

AZTA was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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
2024 Q1 to 2026 Q1

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.

AZTA stock page Stephens Investment Management Group LLC fund profile Stephens Investment Management Group LLC full holdings
How Stephens Investment Management Group LLC held AZTA — position size vs. price
% of Fund (quarterly)    AZTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,024,048 -47,991 -4.5% 0.30% $21.6M 2026-04-28 $24.24
2025 Q4 ADDED — — — 1,072,039 +106,177 +11.0% 0.46% $35.7M 2026-02-05 $27.85
2025 Q3 ADDED — — — 965,862 +158,689 +19.7% 0.36% $27.7M 2025-10-28 $31.37
2025 Q2 ADDED — — — 807,173 +3,372 +0.4% 0.33% $24.8M 2025-07-30 $33.42
2025 Q1 ADDED — — — 803,801 +108,190 +15.6% 0.40% $27.8M 2025-05-01 $26.23
2024 Q4 REDUCED 12.9% -30.7% ✅ 695,611 -102,633 -12.9% 0.47% $34.8M 2025-01-28 $54.25
2024 Q3 REDUCED 6.0% +3.1% ❌ 798,244 -50,765 -6.0% 0.53% $38.7M 2024-10-28 $41.91
2024 Q2 REDUCED — — — 849,009 -38,471 -4.3% 0.63% $44.7M 2024-08-06 $58.34
2024 Q1 ADDED — — — 887,480 +322 +0.0% 0.71% $53.5M 2024-05-14 $51.25
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AZTA

As of 2026 Q1 — sorted by position size

Politan Capital Management LP 3Y 9.92% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 3.43% Front Street Capital Management, Inc. 3Y 7Y 2.49% Meros Investment Management, LP 3Y 2.25% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 1.47% Lion Point Capital, LP 3Y 7Y 1.22% Conestoga Capital Advisors, LLC 3Y 7Y 1.2% Rock Springs Capital Management LP 3Y 7Y 0.71% Park West Asset Management LLC 3Y 7Y 0.59% PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.46%

FAQ About Stephens Investment Management Group LLC and AZTA

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

How long has Stephens Investment Management Group LLC reported owning AZTA?

Stephens Investment Management Group LLC reported AZTA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AZTA position in Stephens Investment Management Group LLC's portfolio?

The largest reported portfolio weight for AZTA was 0.71% in 2024 Q1.

What is the latest reported AZTA position on this page?

The most recent filing on this page is 2026 Q1, when Stephens Investment Management Group LLC reported 1,024,048 shares, equal to 0.30% of portfolio, with an estimated market value of $21.6M.

What does the chart on this AZTA ownership page compare?

The chart compares Stephens Investment Management Group LLC's quarterly AZTA 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.

How well did Stephens Investment Management Group LLC time their AZTA position?

Based on 13F filing dates vs. subsequent AZTA price moves, Stephens Investment Management Group LLC correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on AZTA relative to SPY over the holding period was -32.0%.

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