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Needham Investment Management

Latest statistics and disclosures from Needham Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VICR, AIP, VSH, PDFS, LASR, and represent 25.20% of Needham Investment Management's stock portfolio.
Added to shares of these 10 stocks: Elmet Group (+$52M), CECO (+$52M), KLAC (+$28M), TTI (+$26M), LTRX (+$19M), BMI (+$17M), FELE (+$17M), AMBQ (+$11M), CRAI (+$11M), DDD (+$11M).
Started 13 new stock positions in DDD, FELE, Octave Intelligence, HON, LTRX, HONA, TWIN, PWR, MSFT, Eaglerock Ld. Elmet Group, CALX, PRIM.
Reduced shares in these 10 stocks: , ADTN (-$11M), FORM (-$9.0M), ASPN (-$8.0M), Honeywell International (-$6.2M), COHU (-$5.9M), COHR (-$5.1M), MKSI, VPG, TTMI.
Sold out of its positions in CRCL, Dupont De Nemours, EXTR, FIGR, FTRE, Honeywell International, MXL, PENG, POWI, STRL. Thermon Group Holdings, UCTT, ICHR.
Needham Investment Management was a net buyer of stock by $369M.
Needham Investment Management has $3.3B in assets under management (AUM), dropping by 69.95%.
Central Index Key (CIK): 0001167212

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Portfolio Holdings for Needham Investment Management

Needham Investment Management holds 176 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vicor Corporation (VICR)	6.0	$199M		524k	379.78	View chart
Arteris (AIP)	5.7	$191M		3.9M	48.59	View chart
Vishay Intertechnology (VSH)	4.9	$163M	+3%	3.0M	53.78	View chart
PDF Solutions (PDFS)	4.4	$146M	+2%	2.1M	70.79	View chart
Nlight (LASR)	4.2	$139M	+3%	2.0M	69.62	View chart
Vertiv Holdings Com Cl A (VRT)	2.9	$96M		286k	334.82	View chart
Vishay Precision (VPG)	2.7	$90M	-3%	599k	149.91	View chart
FormFactor (FORM)	2.6	$88M	-9%	548k	159.93	View chart
CECO Environmental (CECO)	2.6	$87M	+147%	958k	90.74	View chart
Oil-Dri Corporation of America (ODC)	2.1	$70M		686k	102.21	View chart
Thredup Cl A (TDUP)	2.1	$70M	+9%	10M	6.85	View chart
Lincoln Educational Services Corporation (LINC)	2.0	$66M	+3%	1.3M	49.90	View chart
Veeco Instruments (VECO)	1.9	$64M	-3%	846k	75.80	View chart
TETRA Technologies (TTI)	1.9	$64M	+67%	5.7M	11.33	View chart
Super Micro Computer Com New (SMCI)	1.6	$55M	+14%	1.9M	29.33	View chart
Elmet Group Common Stock	1.6	$52M	NEW	2.6M	19.74	View chart
MKS Instruments (MKSI)	1.5	$50M	-6%	112k	444.80	View chart
Universal Technical Institute (UTI)	1.5	$48M	+9%	1.1M	42.77	View chart
NOVA MEASURING Instruments L (NVMI)	1.4	$48M	-3%	89k	542.94	View chart
Coherent Corp (COHR)	1.1	$37M	-12%	93k	394.47	View chart
Kla Corp Com New (KLAC)	0.9	$31M	+900%	103k	301.71	View chart
CRA International (CRAI)	0.9	$31M	+53%	216k	142.30	View chart
Genius Sports Shares Cl A (GENI)	0.9	$30M	+23%	4.9M	6.06	View chart
ViaSat (VSAT)	0.9	$30M		331k	89.81	View chart
Parsons Corporation (PSN)	0.9	$29M	+35%	555k	52.39	View chart
Ambiq Micro Common Stock (AMBQ)	0.9	$29M	+61%	324k	88.30	View chart
Centuri Holdings Com Shs (CTRI)	0.9	$29M	+15%	943k	30.24	View chart
Bruker Corporation (BRKR)	0.8	$28M	+8%	459k	60.18	View chart
Arlo Technologies (ARLO)	0.8	$27M	+13%	2.0M	13.48	View chart
Nvent Elec SHS (NVT)	0.8	$26M		155k	169.61	View chart
Select Water Solutions Cl A Com (WTTR)	0.8	$26M	+12%	1.3M	19.98	View chart
Gorman-Rupp Company (GRC)	0.8	$25M		273k	91.74	View chart
Generac Holdings (GNRC)	0.7	$24M	+13%	82k	292.81	View chart
Astronics Corporation (ATRO)	0.7	$22M		273k	81.26	View chart
Akamai Technologies (AKAM)	0.7	$22M	+2%	184k	118.21	View chart
Badger Meter (BMI)	0.6	$22M	+383%	145k	148.38	View chart
Tennant Company (TNC)	0.6	$21M	+5%	243k	87.54	View chart
Everus Constr Group (ECG)	0.6	$21M		127k	165.95	View chart
Clean Harbors (CLH)	0.6	$21M		70k	298.75	View chart
Asure Software (ASUR)	0.6	$21M		2.6M	7.94	View chart
Aspen Aerogels (ASPN)	0.6	$21M	-27%	3.3M	6.34	View chart
Matrix Service Company (MTRX)	0.6	$20M		1.4M	13.70	View chart
Myr (MYRG)	0.6	$20M		39k	500.40	View chart
Photronics (PLAB)	0.6	$19M	-3%	586k	32.53	View chart
Lantronix Com New (LTRX)	0.6	$19M	NEW	3.2M	5.88	View chart
Entegris (ENTG)	0.5	$18M	-13%	102k	179.86	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.5	$18M	+146%	3.1M	5.80	View chart
Bwx Technologies (BWXT)	0.5	$17M	+48%	88k	194.65	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.5	$17M		188k	88.60	View chart
Franklin Electric (FELE)	0.5	$17M	NEW	154k	107.19	View chart
Lightpath Technologies Com Cl A (LPTH)	0.5	$17M	+91%	1.0M	16.35	View chart
Bentley Sys Com Cl B (BSY)	0.5	$16M	+152%	542k	29.89	View chart
Unisys Corp Com New (UIS)	0.5	$16M		4.4M	3.66	View chart
Unusual Machs Com Shs (UMAC)	0.5	$16M	+48%	719k	22.30	View chart
908 Devices (MASS)	0.5	$16M	+46%	1.8M	8.70	View chart
Huntington Ingalls Inds (HII)	0.5	$16M	+2%	57k	279.89	View chart
Labcorp Holdings Com Shs (LH)	0.5	$16M		56k	280.00	View chart
Jacobs Engineering Group (J)	0.5	$16M	+29%	125k	126.00	View chart
Energy Services of America (ESOA)	0.5	$16M		800k	19.34	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.4	$15M	+98%	287k	51.90	View chart
Marvell Technology (MRVL)	0.4	$14M		48k	297.89	View chart
Wabtec Corporation (WAB)	0.4	$14M	-4%	53k	269.60	View chart
Markel Corporation (MKL)	0.4	$14M	+8%	7.3k	1953.01	View chart
MDU Resources (MDU)	0.4	$14M	+19%	665k	21.21	View chart
Vital Farms (VITL)	0.4	$14M	+5%	1.2M	11.63	View chart
Teradyne (TER)	0.4	$14M		29k	483.84	View chart
Equinix (EQIX)	0.4	$14M	+17%	13k	1042.39	View chart
TTM Technologies (TTMI)	0.4	$14M	-17%	73k	187.02	View chart
MasTec (MTZ)	0.4	$13M	+60%	32k	416.06	View chart
Ecovyst (ECVT)	0.4	$13M		1.0M	12.45	View chart
Transcat (TRNS)	0.4	$13M	+4%	137k	92.77	View chart
Thermo Fisher Scientific (TMO)	0.4	$13M		25k	501.36	View chart
Cognex Corporation (CGNX)	0.4	$13M		173k	72.42	View chart
Life Time Group Holdings Common Stock (LTH)	0.4	$13M	+27%	305k	40.84	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$12M	+6%	6.2k	1989.44	View chart
Ambarella SHS (AMBA)	0.3	$12M	+575%	135k	85.80	View chart
Vail Resorts (MTN)	0.3	$12M	+43%	85k	136.15	View chart
Harmonic (HLIT)	0.3	$11M	+4%	700k	16.33	View chart
Cryoport Com Par $0.001 (CYRX)	0.3	$11M	+99%	717k	15.70	View chart
Sitime Corp (SITM)	0.3	$11M		15k	745.56	View chart
Corning Incorporated (GLW)	0.3	$11M		43k	255.43	View chart
Lam Research Corp Com New (LRCX)	0.3	$11M		25k	433.33	View chart
3d Sys Corp Del Com New (DDD)	0.3	$11M	NEW	3.5M	3.02	View chart
Camtek Ord (CAMT)	0.3	$10M	-3%	64k	163.12	View chart
Calix (CALX)	0.3	$10M	NEW	275k	37.32	View chart
Modine Manufacturing (MOD)	0.3	$10M	+10%	38k	267.02	View chart
AeroVironment (AVAV)	0.3	$10M	+876%	61k	165.07	View chart
Ceva (CEVA)	0.3	$9.9M	-8%	210k	47.16	View chart
Rogers Corporation (ROG)	0.3	$9.0M	-5%	55k	163.73	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.3	$8.9M	+3%	443k	20.01	View chart
Precision Optics Corp Inc Ma Com New (POCI)	0.3	$8.5M		1.7M	5.10	View chart
Matthews Intl Corp Cl A (MATW)	0.2	$8.1M	+160%	300k	26.92	View chart
CRH Ord (CRH)	0.2	$7.6M	+9%	71k	107.00	View chart
Red Cat Hldgs (RCAT)	0.2	$7.3M	+80%	688k	10.65	View chart
Research Solutions (RSSS)	0.2	$7.3M		3.2M	2.32	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.2	$7.1M	+3%	321k	21.98	View chart
Gilead Sciences (GILD)	0.2	$6.9M		55k	126.34	View chart
Northern Technologies International (NTIC)	0.2	$6.8M	+4%	800k	8.56	View chart
Draganfly (DPRO)	0.2	$6.8M	+1983%	1.3M	5.42	View chart
CarMax (KMX)	0.2	$6.7M		128k	52.89	View chart
Axcelis Technologies Com New (ACLS)	0.2	$6.7M	-16%	36k	189.45	View chart
Smith-Midland Corporation (SMID)	0.2	$6.5M		225k	29.00	View chart
Bright Horizons Fam Sol In D (BFAM)	0.2	$6.4M	-30%	90k	70.88	View chart
Primoris Services (PRIM)	0.2	$6.4M	NEW	64k	99.12	View chart
Adtran Holdings (ADTN)	0.2	$6.3M	-63%	450k	13.90	View chart
Applied Materials (AMAT)	0.2	$6.0M		8.3k	723.00	View chart
Legence Corp Cl A (LGN)	0.2	$5.8M		68k	85.23	View chart
Core Molding Technologies (CMT)	0.2	$5.7M	-3%	243k	23.60	View chart
Comcast Corp Cl A (CMCSA)	0.2	$5.7M		232k	24.55	View chart
Netskope Cl A (NTSK)	0.2	$5.5M	+400%	500k	10.94	View chart
Suro Capital Corp Com New	0.2	$5.3M		427k	12.54	View chart
Apple (AAPL)	0.2	$5.3M		19k	289.36	View chart
Navigator Hldgs SHS (NVGS)	0.2	$5.3M		286k	18.63	View chart
Qnity Electronics Common Stock (Q)	0.2	$5.3M		33k	163.31	View chart
Box Cl A (BOX)	0.2	$5.2M		195k	26.54	View chart
Octave Intelligence Ord Shs Cl B	0.1	$4.9M	NEW	300k	16.30	View chart
Boeing Company (BA)	0.1	$4.9M		23k	216.47	View chart
Encompass Health Corp (EHC)	0.1	$4.5M		45k	101.08	View chart
CoStar (CSGP)	0.1	$4.5M	+12%	160k	28.32	View chart
Firefly Aerospace (FLY)	0.1	$4.5M	+154%	153k	29.40	View chart
Honeywell International (HON)	0.1	$4.5M	NEW	20k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$4.4M	NEW	20k	221.08	View chart
Analog Devices (ADI)	0.1	$4.2M	+5%	11k	397.17	View chart
Medtronic SHS (MDT)	0.1	$4.1M		53k	78.23	View chart
Mayville Engineering (MEC)	0.1	$4.1M	+450%	110k	37.46	View chart
Waterbridge Infrastructure L Cl A Shs Repstg (WBI)	0.1	$3.9M	+2%	113k	34.27	View chart
LeMaitre Vascular (LMAT)	0.1	$3.8M		40k	95.96	View chart
Allegro Microsystems Ord (ALGM)	0.1	$3.8M		55k	69.62	View chart
KVH Industries (KVHI)	0.1	$3.8M		385k	9.91	View chart
Synaptics, Incorporated (SYNA)	0.1	$3.7M	-18%	30k	124.23	View chart
Cohu (COHU)	0.1	$3.7M	-61%	50k	73.91	View chart
Alpha Pro Tech (APT)	0.1	$3.6M		643k	5.62	View chart
Twin Disc, Incorporated (TWIN)	0.1	$3.5M	NEW	150k	23.20	View chart
Eaglerock Ld Cl A Shs Rep Ltd	0.1	$3.4M	NEW	160k	21.25	View chart
HEICO Corporation (HEI)	0.1	$3.4M	+90%	9.5k	356.19	View chart
Kopin Corporation (KOPN)	0.1	$3.4M	+50%	750k	4.48	View chart
Hewlett Packard Enterprise (HPE)	0.1	$3.3M		74k	45.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$3.2M	+80%	9.0k	357.37	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$3.0M		69k	42.59	View chart
Flotek Industries Com New (FTK)	0.1	$2.8M	+200%	120k	23.52	View chart
Cleanspark Com New (CLSK)	0.1	$2.5M	+118%	175k	14.55	View chart
Becton, Dickinson and (BDX)	0.1	$2.5M		17k	151.33	View chart
Comtech Telecommunications C Com New (CMTL)	0.1	$1.9M	-22%	906k	2.10	View chart
Hinge Health Cl A (HNGE)	0.1	$1.9M		23k	83.00	View chart
UnitedHealth (UNH)	0.0	$1.7M		4.0k	415.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.5M	+8%	2.0k	763.14	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.5M	+5%	8.0k	189.73	View chart
Lindblad Expeditions Hldgs I (LIND)	0.0	$1.5M		52k	28.24	View chart
Chevron Corporation (CVX)	0.0	$1.4M		8.3k	165.76	View chart
Mercury Computer Systems (MRCY)	0.0	$1.2M		10k	122.33	View chart
Educational Development Corporation (EDUC)	0.0	$1.2M		800k	1.51	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.1M	+50%	2.3k	509.46	View chart
Klaviyo Com Ser A (KVYO)	0.0	$982k		65k	15.10	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$954k		4.5k	211.95	View chart
Waste Management (WM)	0.0	$892k	+6%	4.0k	222.88	View chart
Frp Holdings (FRPH)	0.0	$875k	+133%	35k	24.99	View chart
Waters Corporation (WAT)	0.0	$850k		2.3k	375.04	View chart
Verizon Communications (VZ)	0.0	$847k		20k	42.34	View chart
salesforce (CRM)	0.0	$783k	+233%	5.0k	156.66	View chart
Quanta Services (PWR)	0.0	$720k	NEW	1.0k	720.04	View chart
Netflix (NFLX)	0.0	$714k	+233%	10k	71.40	View chart
The Trade Desk Com Cl A (TTD)	0.0	$615k	-33%	34k	18.08	View chart
Frequency Electronics (FEIM)	0.0	$597k		9.0k	66.35	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$564k		13k	44.85	View chart
Microsoft Corporation (MSFT)	0.0	$560k	NEW	1.5k	373.02	View chart
Caredx (CDNA)	0.0	$428k		15k	28.50	View chart
Mobileye Global Common Class A (MBLY)	0.0	$387k	-50%	40k	9.68	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$369k		25k	14.53	View chart
Commerce.com Com Ser 1 (CMRC)	0.0	$355k	-36%	120k	2.96	View chart
UGI Corporation (UGI)	0.0	$345k		10k	34.54	View chart
Versant Media Group Com Cl A (VSNT)	0.0	$334k		9.3k	36.01	View chart
SLB Com Stk (SLB)	0.0	$302k		6.5k	46.49	View chart
Bellring Brands Common Stock (BRBR)	0.0	$194k		15k	12.94	View chart
Kindercare Learning Companie (KLC)	0.0	$173k		41k	4.25	View chart
Alight Com Cl A (ALIT)	0.0	$168k		300k	0.56	View chart
D Fluidigm Corp Del (LAB)	0.0	$28k		34k	0.82	View chart

Past Filings by Needham Investment Management

SEC 13F filings are viewable for Needham Investment Management going back to 2010

Needham Investment Management 2026 Q2 filed Aug. 14, 2026
Needham Investment Management 2026 Q1 filed May 15, 2026
Needham Investment Management 2025 Q4 filed Feb. 17, 2026
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

View all past filings

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