Needham Investment Management
Latest statistics and disclosures from Needham Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SMCI, TDUP, LASR, PDFS, VRT, and represent 18.77% of Needham Investment Management's stock portfolio.
- Added to shares of these 10 stocks: CECO (+$9.0M), UTI (+$7.8M), LINC (+$6.0M), BRKR (+$5.8M), BOX (+$5.2M), WTTR (+$5.1M), VSH, TTI, BWXT, CTRI.
- Started 15 new stock positions in ALIT, LMT, WM, HNGE, CSGP, Legence Corp, Figure Technology Solutio, Firefly Aerospace, CECO, BOX. CLSK, WaterBridge Infrastructure, PENG, BWXT, TNC.
- Reduced shares in these 10 stocks: FARO (-$36M), TTMI (-$6.1M), NVMI, VICR, AKAM, CALX, Smart Global Holdings, GTLS, TDUP, UIS.
- Sold out of its positions in FARO, MATV, Smart Global Holdings, SRAD.
- Needham Investment Management was a net buyer of stock by $49M.
- Needham Investment Management has $1.4B in assets under management (AUM), dropping by 14.32%.
- Central Index Key (CIK): 0001167212
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Portfolio Holdings for Needham Investment Management
Needham Investment Management holds 161 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Super Micro Computer Com New (SMCI) | 4.7 | $67M | 1.4M | 47.94 |
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| Thredup Cl A (TDUP) | 3.7 | $54M | -3% | 5.7M | 9.45 |
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| Nlight (LASR) | 3.7 | $53M | -2% | 1.8M | 29.63 |
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| PDF Solutions (PDFS) | 3.6 | $52M | +5% | 2.0M | 25.82 |
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| Vertiv Holdings Com Cl A (VRT) | 3.0 | $43M | 284k | 150.86 |
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| NOVA MEASURING Instruments L (NVMI) | 2.6 | $37M | -10% | 117k | 319.66 |
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| Oil-Dri Corporation of America (ODC) | 2.4 | $35M | +2% | 574k | 61.04 |
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| Arteris (AIP) | 2.3 | $34M | +12% | 3.3M | 10.10 |
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| Vicor Corporation (VICR) | 2.2 | $32M | -9% | 642k | 49.72 |
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| Genius Sports Shares Cl A (GENI) | 2.1 | $31M | +5% | 2.5M | 12.38 |
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| Vishay Intertechnology (VSH) | 2.0 | $28M | +19% | 1.8M | 15.30 |
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| FormFactor (FORM) | 1.9 | $27M | +12% | 740k | 36.42 |
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| Veeco Instruments (VECO) | 1.7 | $25M | +12% | 810k | 30.43 |
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| Parsons Corporation (PSN) | 1.7 | $25M | +2% | 295k | 82.92 |
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| Aspen Aerogels (ASPN) | 1.7 | $24M | +14% | 3.4M | 6.96 |
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| Arlo Technologies (ARLO) | 1.5 | $22M | 1.3M | 16.95 |
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| Vital Farms (VITL) | 1.5 | $22M | +2% | 523k | 41.15 |
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| Entegris (ENTG) | 1.5 | $21M | -3% | 231k | 92.46 |
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| Vishay Precision (VPG) | 1.5 | $21M | 658k | 32.05 |
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| Asure Software (ASUR) | 1.4 | $21M | 2.5M | 8.20 |
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| Lincoln Educational Services Corporation (LINC) | 1.4 | $20M | +41% | 865k | 23.50 |
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| Unisys Corp Com New (UIS) | 1.4 | $20M | -7% | 5.1M | 3.90 |
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| CRA International (CRAI) | 1.3 | $19M | +7% | 92k | 208.53 |
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| Matrix Service Company (MTRX) | 1.3 | $19M | 1.4M | 13.08 |
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| Universal Technical Institute (UTI) | 1.2 | $18M | +76% | 550k | 32.55 |
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| Coherent Corp (COHR) | 1.2 | $18M | 166k | 107.72 |
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| Photronics (PLAB) | 1.2 | $17M | 760k | 22.95 |
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| Thermon Group Holdings (THR) | 1.2 | $17M | 624k | 26.72 |
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| MKS Instruments (MKSI) | 1.1 | $16M | 131k | 123.77 |
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| Labcorp Holdings Com Shs (LH) | 1.1 | $16M | 56k | 287.06 |
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| Huntington Ingalls Inds (HII) | 1.1 | $16M | 55k | 287.91 |
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| Nvent Electric SHS (NVT) | 1.1 | $15M | 155k | 98.64 |
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| Clean Harbors (CLH) | 1.0 | $15M | +3% | 63k | 232.22 |
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| Kla Corp Com New (KLAC) | 1.0 | $14M | -10% | 13k | 1078.60 |
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| Centuri Holdings Com Shs (CTRI) | 0.9 | $13M | +47% | 615k | 21.17 |
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| Bruker Corporation (BRKR) | 0.9 | $13M | +81% | 400k | 32.49 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.9 | $13M | +9% | 118k | 108.57 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $13M | 26k | 485.02 |
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| TTM Technologies (TTMI) | 0.9 | $13M | -32% | 218k | 57.60 |
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| Astronics Corporation (ATRO) | 0.9 | $12M | 273k | 45.61 |
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| Research Solutions (RSSS) | 0.8 | $12M | +5% | 3.1M | 3.73 |
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| Akamai Technologies (AKAM) | 0.8 | $12M | -18% | 153k | 75.76 |
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| Wabtec Corporation (WAB) | 0.8 | $11M | 56k | 200.47 |
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| Markel Corporation (MKL) | 0.8 | $11M | +16% | 5.8k | 1911.36 |
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| Adtran Holdings (ADTN) | 0.8 | $11M | +4% | 1.2M | 9.38 |
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| ViaSat (VSAT) | 0.7 | $10M | 355k | 29.30 |
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| Everus Constr Group (ECG) | 0.7 | $10M | +11% | 118k | 85.75 |
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| Gorman-Rupp Company (GRC) | 0.6 | $9.3M | +42% | 200k | 46.41 |
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| MDU Resources (MDU) | 0.6 | $9.3M | +31% | 520k | 17.81 |
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| CECO Environmental (CECO) | 0.6 | $9.0M | NEW | 175k | 51.20 |
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| TETRA Technologies (TTI) | 0.6 | $8.8M | +103% | 1.5M | 5.75 |
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| Ecovyst (ECVT) | 0.6 | $8.6M | +6% | 980k | 8.76 |
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| Klaviyo Com Ser A (KVYO) | 0.6 | $8.4M | 305k | 27.69 |
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| Camtek Ord (CAMT) | 0.6 | $8.3M | +31% | 79k | 105.05 |
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| Smith-Midland Corporation (SMID) | 0.6 | $8.2M | +2% | 223k | 36.90 |
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| Myr (MYRG) | 0.5 | $7.8M | +25% | 38k | 208.03 |
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| Cognex Corporation (CGNX) | 0.5 | $7.4M | +4% | 163k | 45.30 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $7.3M | 232k | 31.42 |
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| Vail Resorts (MTN) | 0.5 | $6.9M | +19% | 46k | 149.57 |
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| Transcat (TRNS) | 0.5 | $6.8M | +40% | 94k | 73.20 |
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| Sitime Corp (SITM) | 0.5 | $6.6M | 22k | 301.31 |
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| Jacobs Engineering Group (J) | 0.4 | $6.3M | +90% | 42k | 149.86 |
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| Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.4 | $6.3M | +3% | 403k | 15.51 |
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| Equinix (EQIX) | 0.4 | $6.2M | -12% | 7.9k | 783.24 |
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| Select Water Solutions Cl A Com (WTTR) | 0.4 | $6.1M | +475% | 575k | 10.69 |
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| Harmonic (HLIT) | 0.4 | $6.1M | +6% | 600k | 10.18 |
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| Gilead Sciences (GILD) | 0.4 | $6.1M | 55k | 111.00 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $6.0M | +6% | 6.2k | 968.09 |
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| CarMax (KMX) | 0.4 | $5.8M | -2% | 130k | 44.87 |
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| Encompass Health Corp (EHC) | 0.4 | $5.7M | 45k | 127.02 |
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| Abrdn Healthcare Investors Sh Ben Int (HQH) | 0.4 | $5.4M | +3% | 292k | 18.46 |
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| Core Molding Technologies (CMT) | 0.4 | $5.2M | 253k | 20.55 |
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| Box Cl A (BOX) | 0.4 | $5.2M | NEW | 160k | 32.27 |
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| Dupont De Nemours (DD) | 0.4 | $5.1M | +36% | 65k | 77.90 |
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| Teradyne (TER) | 0.3 | $5.0M | -24% | 36k | 137.64 |
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| Northern Technologies International (NTIC) | 0.3 | $4.9M | +24% | 640k | 7.71 |
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| Boeing Company (BA) | 0.3 | $4.9M | 23k | 215.83 |
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| Rogers Corporation (ROG) | 0.3 | $4.8M | +9% | 60k | 80.46 |
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| Medtronic SHS (MDT) | 0.3 | $4.8M | 51k | 95.24 |
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| Honeywell International (HON) | 0.3 | $4.7M | 23k | 210.50 |
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| Apple (AAPL) | 0.3 | $4.7M | 19k | 254.63 |
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| Bentley Sys Com Cl B (BSY) | 0.3 | $4.6M | +2% | 90k | 51.48 |
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| Navigator Hldgs SHS (NVGS) | 0.3 | $4.4M | -4% | 286k | 15.49 |
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| Comtech Telecommunications C Com New (CMTL) | 0.3 | $4.4M | 1.7M | 2.58 |
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| Bwx Technologies (BWXT) | 0.3 | $4.3M | NEW | 24k | 184.37 |
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| Marvell Technology (MRVL) | 0.3 | $4.1M | -13% | 48k | 84.07 |
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| CRH Ord (CRH) | 0.3 | $4.0M | 33k | 119.90 |
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| PROS Holdings (PRO) | 0.3 | $3.9M | +13% | 170k | 22.91 |
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| Suro Capital Corp Com New (SSSS) | 0.3 | $3.8M | -2% | 427k | 9.00 |
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| Ceva (CEVA) | 0.3 | $3.6M | +19% | 138k | 26.41 |
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| Energy Services of America (ESOA) | 0.3 | $3.6M | +180% | 350k | 10.35 |
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| LeMaitre Vascular (LMAT) | 0.2 | $3.5M | 40k | 87.51 |
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| Corning Incorporated (GLW) | 0.2 | $3.4M | 42k | 82.03 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $3.3M | 25k | 133.90 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $3.2M | 46k | 68.58 |
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| Becton, Dickinson and (BDX) | 0.2 | $3.1M | 17k | 187.17 |
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| Precision Optics Corp Inc Ma Com New (POCI) | 0.2 | $3.0M | 700k | 4.35 |
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| Alpha Pro Tech (APT) | 0.2 | $3.0M | +3% | 635k | 4.79 |
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| Rapid7 (RPD) | 0.2 | $3.0M | 160k | 18.75 |
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| Penguin Solutions (PENG) | 0.2 | $3.0M | NEW | 113k | 26.28 |
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| Cryoport Com Par $0.001 (CYRX) | 0.2 | $2.9M | 308k | 9.48 |
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| Air Lease Corp Cl A (AL) | 0.2 | $2.9M | 45k | 63.65 |
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| KVH Industries (KVHI) | 0.2 | $2.9M | -31% | 509k | 5.60 |
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| Badger Meter (BMI) | 0.2 | $2.7M | +150% | 15k | 178.58 |
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| Tennant Company (TNC) | 0.2 | $2.6M | NEW | 33k | 81.06 |
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| Chart Industries (GTLS) | 0.2 | $2.5M | -44% | 13k | 200.15 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $2.5M | -6% | 51k | 49.01 |
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| MaxLinear (MXL) | 0.2 | $2.5M | 155k | 16.08 |
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| Analog Devices (ADI) | 0.2 | $2.5M | 10k | 245.70 |
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| Cohu (COHU) | 0.2 | $2.4M | 118k | 20.33 |
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| Commerce.com Com Ser 1 (CMRC) | 0.1 | $2.1M | 425k | 4.99 |
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| Ichor Holdings SHS (ICHR) | 0.1 | $2.1M | +77% | 120k | 17.52 |
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| Carter's (CRI) | 0.1 | $2.0M | -8% | 70k | 28.22 |
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| 908 Devices (MASS) | 0.1 | $1.9M | +48% | 222k | 8.76 |
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| Insight Enterprises (NSIT) | 0.1 | $1.9M | +54% | 17k | 113.41 |
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| Figure Technology Solutio Com Cl A | 0.1 | $1.9M | NEW | 52k | 36.37 |
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| Generac Holdings (GNRC) | 0.1 | $1.8M | 11k | 167.40 |
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| Matthews Intl Corp Cl A (MATW) | 0.1 | $1.8M | +25% | 76k | 24.28 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.8M | -11% | 74k | 24.56 |
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| Applied Materials (AMAT) | 0.1 | $1.8M | +6% | 8.8k | 204.74 |
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| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.1 | $1.5M | +100% | 200k | 7.55 |
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| Axt (AXTI) | 0.1 | $1.5M | -15% | 331k | 4.49 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.4M | 7.5k | 190.58 |
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| Power Integrations (POWI) | 0.1 | $1.3M | +333% | 33k | 40.21 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | 8.3k | 155.29 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | 7.6k | 167.33 |
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| Ultra Clean Holdings (UCTT) | 0.1 | $1.2M | +28% | 45k | 27.25 |
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| Firefly Aerospace | 0.1 | $1.2M | NEW | 40k | 29.32 |
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| Allegro Microsystems Ord (ALGM) | 0.1 | $1.2M | -20% | 40k | 29.20 |
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| Mobileye Global Common Class A (MBLY) | 0.1 | $1.1M | +16% | 80k | 14.12 |
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| Southwest Airlines (LUV) | 0.1 | $1.1M | 35k | 31.91 |
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| Legence Corp Cl A | 0.1 | $1.1M | NEW | 35k | 30.81 |
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| Educational Development Corporation (EDUC) | 0.1 | $1.1M | 800k | 1.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $972k | 4.0k | 243.10 |
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| Circle Internet Group Com Cl A (CRCL) | 0.1 | $928k | -30% | 7.0k | 132.58 |
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| Verizon Communications (VZ) | 0.1 | $879k | 20k | 43.95 |
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| Pure Storage Cl A (PSTG) | 0.1 | $838k | 10k | 83.81 |
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| Extreme Networks (EXTR) | 0.1 | $826k | 40k | 20.65 |
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| Mercury Computer Systems (MRCY) | 0.1 | $774k | 10k | 77.40 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $736k | 1.5k | 490.38 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $716k | 13k | 56.93 |
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| Frequency Electronics (FEIM) | 0.0 | $678k | -60% | 20k | 33.91 |
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| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $669k | 52k | 12.80 |
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| Tenable Hldgs (TENB) | 0.0 | $583k | 20k | 29.16 |
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| D Fluidigm Corp Del (LAB) | 0.0 | $565k | 434k | 1.30 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $499k | NEW | 1.0k | 499.21 |
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| Waste Management (WM) | 0.0 | $497k | NEW | 2.3k | 220.83 |
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| Alight Com Cl A (ALIT) | 0.0 | $489k | NEW | 150k | 3.26 |
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| Waterbridge Infrastructure L Cl A Shs Repstg | 0.0 | $463k | NEW | 18k | 25.22 |
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| Caredx (CDNA) | 0.0 | $436k | +100% | 30k | 14.54 |
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| Enhabit Ord (EHAB) | 0.0 | $401k | 50k | 8.01 |
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| Hinge Health Cl A (HNGE) | 0.0 | $368k | NEW | 7.5k | 49.08 |
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| Kimbell Rty Partners Unit (KRP) | 0.0 | $343k | 25k | 13.49 |
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| UGI Corporation (UGI) | 0.0 | $333k | 10k | 33.26 |
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| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $318k | 38k | 8.42 |
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| Calix (CALX) | 0.0 | $307k | -87% | 5.0k | 61.37 |
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| Cleanspark Com New (CLSK) | 0.0 | $290k | NEW | 20k | 14.50 |
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| CoStar (CSGP) | 0.0 | $274k | NEW | 3.3k | 84.37 |
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| Kindercare Learning Companie (KLC) | 0.0 | $266k | 40k | 6.64 |
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| Yext (YEXT) | 0.0 | $256k | 30k | 8.52 |
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| Quest Resource Hldg Corp Com New (QRHC) | 0.0 | $246k | -61% | 158k | 1.56 |
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Past Filings by Needham Investment Management
SEC 13F filings are viewable for Needham Investment Management going back to 2010
- Needham Investment Management 2025 Q3 filed Nov. 14, 2025
- Needham Investment Management 2025 Q2 filed Aug. 14, 2025
- Needham Investment Management 2025 Q1 filed May 15, 2025
- Needham Investment Management 2024 Q4 filed Feb. 14, 2025
- Needham Investment Management 2024 Q3 filed Nov. 14, 2024
- Needham Investment Management 2024 Q2 filed Aug. 14, 2024
- Needham Investment Management 2024 Q1 filed May 15, 2024
- Needham Investment Management 2023 Q4 filed Feb. 14, 2024
- Needham Investment Management 2023 Q3 filed Nov. 14, 2023
- Needham Investment Management 2023 Q2 filed Aug. 14, 2023
- Needham Investment Management 2023 Q1 filed May 15, 2023
- Needham Investment Management 2022 Q4 filed Feb. 14, 2023
- Needham Investment Management 2022 Q3 filed Nov. 14, 2022
- Needham Investment Management 2022 Q2 filed Aug. 12, 2022
- Needham Investment Management 2022 Q1 filed May 16, 2022
- Needham Investment Management 2021 Q4 filed Feb. 14, 2022