SIMG
SG icon

Stephens Investment Management Group’s Sweetgreen SG Stock Holding History

Stephens Investment Management Group’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,567,526
Closed -$38.2M – 185
2025
Q2 		$38.2M Buy
2,567,526
+1,212,708
+90% +$20M 0.5% 81
2025
Q1 		$33.9M Buy
1,354,818
+464,013
+52% +$12.8M 0.49% 83
2024
Q4 		$28.6M Sell
890,805
-48,530
-5% -$1.81M 0.38% 108
2024
Q3 		$33.3M Buy
939,335
+547,816
+140% +$16.6M 0.45% 88
2024
Q2 		$11.8M Sell
391,519
-237,174
-38% -$6.5M 0.17% 131
2024
Q1 		$15.9M Buy
+628,693
New +$9.16M 0.21% 116

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stephens Investment Management Group's SG Position: Q3 2025 in Review

Stephens Investment Management Group sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 2,567,526 shares — an estimated $38.2M sold.

Stephens Investment Management Group first reported a position in SG in Q1 2024 and held it in 6 quarters. The position peaked at $38.2M in Q2 2025. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Stephens Investment Management Group reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Stephens Investment Management Group sold 2,567,526 Sweetgreen shares in Q3 2025, an estimated $38.2M.
  • Stephens Investment Management Group first reported a position in Sweetgreen in Q1 2024 and held it in 6 quarters.
  • Stephens Investment Management Group's Sweetgreen position peaked at $38.2M in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Stephens Investment Management Group's 13F filing for Q3 2025, filed 28 Oct 2025.