Needham Investment Management
Latest statistics and disclosures from Needham Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LASR, VICR, PDFS, AIP, VRT, and represent 18.15% of Needham Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SOLS (+$8.5M), TTI (+$8.0M), VSH (+$7.9M), CECO (+$7.4M), UTI (+$6.7M), LINC (+$6.3M), VITL (+$5.2M), CTRI, BATRK, CSGP.
- Started 8 new stock positions in MOD, SLB, SOLS, Q, BATRK, NTSK, LTH, ACLS.
- Reduced shares in these 10 stocks: VICR (-$7.9M), KVYO (-$7.8M), COHR (-$5.2M), , ENTG, CMTL, FORM, SITM, TTMI, .
- Sold out of its positions in AXTI, CALX, NSIT, PRO, QRHC, TENB, YEXT.
- Needham Investment Management was a net buyer of stock by $88M.
- Needham Investment Management has $1.6B in assets under management (AUM), dropping by 10.39%.
- Central Index Key (CIK): 0001167212
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Portfolio Holdings for Needham Investment Management
Needham Investment Management holds 162 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nlight (LASR) | 4.4 | $70M | +3% | 1.9M | 37.51 |
|
| Vicor Corporation (VICR) | 3.9 | $62M | -11% | 570k | 109.60 |
|
| PDF Solutions (PDFS) | 3.5 | $56M | -2% | 2.0M | 28.53 |
|
| Arteris (AIP) | 3.3 | $53M | +2% | 3.4M | 15.50 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.9 | $46M | 285k | 162.01 |
|
|
| Super Micro Computer Com New (SMCI) | 2.6 | $40M | 1.4M | 29.27 |
|
|
| Thredup Cl A (TDUP) | 2.5 | $39M | +7% | 6.1M | 6.39 |
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| FormFactor (FORM) | 2.4 | $39M | -6% | 695k | 55.78 |
|
| NOVA MEASURING Instruments L (NVMI) | 2.3 | $37M | -4% | 112k | 328.39 |
|
| Vishay Intertechnology (VSH) | 2.2 | $34M | +29% | 2.4M | 14.49 |
|
| Oil-Dri Corporation of America (ODC) | 2.0 | $31M | +10% | 635k | 48.94 |
|
| Genius Sports Shares Cl A (GENI) | 1.9 | $30M | +8% | 2.7M | 11.02 |
|
| Lincoln Educational Services Corporation (LINC) | 1.7 | $27M | +30% | 1.1M | 24.15 |
|
| Coherent Corp (COHR) | 1.6 | $25M | -16% | 138k | 184.57 |
|
| Vishay Precision (VPG) | 1.6 | $25M | 658k | 38.50 |
|
|
| Photronics (PLAB) | 1.6 | $25M | 775k | 32.00 |
|
|
| Asure Software (ASUR) | 1.5 | $24M | 2.6M | 9.42 |
|
|
| Thermon Group Holdings (THR) | 1.5 | $23M | 620k | 37.16 |
|
|
| Veeco Instruments (VECO) | 1.5 | $23M | 805k | 28.58 |
|
|
| TETRA Technologies (TTI) | 1.4 | $22M | +55% | 2.4M | 9.37 |
|
| Vital Farms (VITL) | 1.4 | $22M | +31% | 685k | 31.94 |
|
| Arlo Technologies (ARLO) | 1.4 | $22M | +17% | 1.5M | 13.99 |
|
| Universal Technical Institute (UTI) | 1.3 | $21M | +46% | 808k | 26.13 |
|
| MKS Instruments (MKSI) | 1.3 | $21M | 131k | 159.80 |
|
|
| Centuri Holdings Com Shs (CTRI) | 1.3 | $20M | +29% | 798k | 25.25 |
|
| Parsons Corporation (PSN) | 1.3 | $20M | +9% | 324k | 61.80 |
|
| CRA International (CRAI) | 1.3 | $20M | +7% | 99k | 200.69 |
|
| CECO Environmental (CECO) | 1.1 | $18M | +70% | 299k | 59.85 |
|
| Bruker Corporation (BRKR) | 1.1 | $17M | -8% | 365k | 47.11 |
|
| Huntington Ingalls Inds (HII) | 1.1 | $17M | -7% | 51k | 340.07 |
|
| Matrix Service Company (MTRX) | 1.1 | $17M | 1.4M | 11.70 |
|
|
| Clean Harbors (CLH) | 1.0 | $16M | +9% | 69k | 234.48 |
|
| Entegris (ENTG) | 1.0 | $16M | -17% | 191k | 84.25 |
|
| Kla Corp Com New (KLAC) | 1.0 | $16M | 13k | 1215.08 |
|
|
| Nvent Electric SHS (NVT) | 1.0 | $16M | 155k | 101.97 |
|
|
| Astronics Corporation (ATRO) | 0.9 | $15M | 273k | 54.24 |
|
|
| Thermo Fisher Scientific (TMO) | 0.9 | $15M | -3% | 25k | 579.45 |
|
| Labcorp Holdings Com Shs (LH) | 0.9 | $14M | 56k | 250.88 |
|
|
| Akamai Technologies (AKAM) | 0.9 | $14M | +2% | 157k | 87.25 |
|
| Markel Corporation (MKL) | 0.8 | $13M | +7% | 6.2k | 2149.65 |
|
| Unisys Corp Com New (UIS) | 0.8 | $13M | -5% | 4.8M | 2.76 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.8 | $13M | +9% | 129k | 101.40 |
|
| TTM Technologies (TTMI) | 0.8 | $13M | -14% | 185k | 69.00 |
|
| Adtran Holdings (ADTN) | 0.8 | $13M | +23% | 1.4M | 8.69 |
|
| Gorman-Rupp Company (GRC) | 0.8 | $12M | +30% | 260k | 47.75 |
|
| Aspen Aerogels (ASPN) | 0.8 | $12M | +26% | 4.4M | 2.83 |
|
| Wabtec Corporation (WAB) | 0.8 | $12M | 56k | 213.45 |
|
|
| ViaSat (VSAT) | 0.7 | $11M | -6% | 331k | 34.46 |
|
| Everus Constr Group (ECG) | 0.7 | $11M | +7% | 127k | 85.56 |
|
| MDU Resources (MDU) | 0.7 | $11M | +4% | 542k | 19.52 |
|
| Ecovyst (ECVT) | 0.6 | $9.9M | +4% | 1.0M | 9.73 |
|
| Research Solutions (RSSS) | 0.6 | $9.2M | 3.1M | 2.94 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.5 | $8.5M | NEW | 175k | 48.58 |
|
| Myr (MYRG) | 0.5 | $8.4M | +2% | 39k | 218.50 |
|
| Equinix (EQIX) | 0.5 | $8.2M | +36% | 11k | 766.16 |
|
| Smith-Midland Corporation (SMID) | 0.5 | $8.2M | 225k | 36.34 |
|
|
| Select Water Solutions Cl A Com (WTTR) | 0.5 | $8.2M | +34% | 775k | 10.52 |
|
| Camtek Ord (CAMT) | 0.5 | $8.0M | -4% | 76k | 106.34 |
|
| Vail Resorts (MTN) | 0.5 | $7.8M | +28% | 59k | 132.80 |
|
| Jacobs Engineering Group (J) | 0.5 | $7.7M | +38% | 58k | 132.46 |
|
| Transcat (TRNS) | 0.4 | $7.1M | +33% | 124k | 56.73 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $6.9M | 232k | 29.89 |
|
|
| Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.4 | $6.8M | 403k | 16.78 |
|
|
| Gilead Sciences (GILD) | 0.4 | $6.8M | 55k | 122.74 |
|
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| Cognex Corporation (CGNX) | 0.4 | $6.2M | +6% | 173k | 35.98 |
|
| Bwx Technologies (BWXT) | 0.4 | $6.2M | +53% | 36k | 172.84 |
|
| Comtech Telecommunications C Com New (CMTL) | 0.4 | $6.2M | -30% | 1.2M | 5.29 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $5.9M | -10% | 5.5k | 1069.86 |
|
| Teradyne (TER) | 0.4 | $5.8M | -16% | 30k | 193.56 |
|
| Box Cl A (BOX) | 0.4 | $5.7M | +18% | 190k | 29.91 |
|
| Northern Technologies International (NTIC) | 0.4 | $5.6M | +11% | 713k | 7.83 |
|
| Abrdn Healthcare Investors Sh Ben Int (HQH) | 0.3 | $5.5M | 292k | 18.94 |
|
|
| Rogers Corporation (ROG) | 0.3 | $5.5M | 60k | 91.57 |
|
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| Sitime Corp (SITM) | 0.3 | $5.5M | -29% | 16k | 353.19 |
|
| Harmonic (HLIT) | 0.3 | $5.4M | -9% | 545k | 9.89 |
|
| Honeywell International (HON) | 0.3 | $5.4M | +22% | 28k | 195.09 |
|
| Bentley Sys Com Cl B (BSY) | 0.3 | $5.3M | +55% | 140k | 38.16 |
|
| Medtronic SHS (MDT) | 0.3 | $5.1M | +4% | 53k | 96.06 |
|
| Core Molding Technologies (CMT) | 0.3 | $5.1M | 253k | 20.05 |
|
|
| CRH Ord (CRH) | 0.3 | $5.1M | +23% | 41k | 124.80 |
|
| Apple (AAPL) | 0.3 | $5.0M | 19k | 271.86 |
|
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| CarMax (KMX) | 0.3 | $5.0M | 130k | 38.64 |
|
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| Tennant Company (TNC) | 0.3 | $5.0M | +107% | 68k | 73.70 |
|
| Navigator Hldgs SHS (NVGS) | 0.3 | $5.0M | 286k | 17.32 |
|
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| Boeing Company (BA) | 0.3 | $4.9M | 23k | 217.12 |
|
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| Energy Services of America (ESOA) | 0.3 | $4.8M | +67% | 585k | 8.17 |
|
| Encompass Health Corp (EHC) | 0.3 | $4.8M | 45k | 106.14 |
|
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| Generac Holdings (GNRC) | 0.3 | $4.7M | +213% | 35k | 136.37 |
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| Badger Meter (BMI) | 0.3 | $4.4M | +66% | 25k | 174.41 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $4.3M | 25k | 171.18 |
|
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| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.3 | $4.1M | NEW | 105k | 39.45 |
|
| Marvell Technology (MRVL) | 0.3 | $4.1M | 48k | 84.98 |
|
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| CoStar (CSGP) | 0.3 | $4.1M | +1761% | 61k | 67.24 |
|
| 908 Devices (MASS) | 0.3 | $4.0M | +246% | 770k | 5.25 |
|
| Suro Capital Corp Com New (SSSS) | 0.3 | $4.0M | 427k | 9.44 |
|
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| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $3.9M | +175% | 550k | 7.16 |
|
| Corning Incorporated (GLW) | 0.2 | $3.7M | 42k | 87.56 |
|
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| Ceva (CEVA) | 0.2 | $3.4M | +16% | 160k | 21.52 |
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| Cohu (COHU) | 0.2 | $3.4M | +22% | 145k | 23.27 |
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| Modine Manufacturing (MOD) | 0.2 | $3.3M | NEW | 25k | 133.51 |
|
| Cryoport Com Par $0.001 (CYRX) | 0.2 | $3.3M | +10% | 340k | 9.60 |
|
| Becton, Dickinson and (BDX) | 0.2 | $3.3M | 17k | 194.07 |
|
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| LeMaitre Vascular (LMAT) | 0.2 | $3.2M | 40k | 81.10 |
|
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $3.2M | +49% | 69k | 45.89 |
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| Life Time Group Holdings Common Stock (LTH) | 0.2 | $3.1M | NEW | 115k | 26.58 |
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| Precision Optics Corp Inc Ma Com New (POCI) | 0.2 | $3.0M | +2% | 720k | 4.18 |
|
| Ichor Holdings SHS (ICHR) | 0.2 | $2.9M | +31% | 158k | 18.43 |
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| Legence Corp Cl A (LGN) | 0.2 | $2.9M | +92% | 68k | 43.04 |
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| Air Lease Corp Cl A | 0.2 | $2.9M | 45k | 64.23 |
|
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| Alpha Pro Tech (APT) | 0.2 | $2.9M | 643k | 4.44 |
|
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| Matthews Intl Corp Cl A (MATW) | 0.2 | $2.8M | +40% | 106k | 26.12 |
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| KVH Industries (KVHI) | 0.2 | $2.7M | -23% | 390k | 6.97 |
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| Analog Devices (ADI) | 0.2 | $2.7M | 10k | 271.20 |
|
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| Qnity Electronics Common Stock (Q) | 0.2 | $2.7M | NEW | 33k | 81.65 |
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| Chart Industries (GTLS) | 0.2 | $2.6M | 13k | 206.23 |
|
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| Figure Technology Solutio Com Cl A (FIGR) | 0.2 | $2.5M | +19% | 62k | 40.84 |
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| MaxLinear (MXL) | 0.2 | $2.4M | -9% | 140k | 17.43 |
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| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.1 | $2.2M | +499% | 110k | 20.01 |
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| Carter's (CRI) | 0.1 | $2.2M | -3% | 68k | 32.43 |
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| Applied Materials (AMAT) | 0.1 | $2.1M | -5% | 8.3k | 256.99 |
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| Klaviyo Com Ser A (KVYO) | 0.1 | $2.1M | -78% | 65k | 32.47 |
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| Penguin Solutions (PENG) | 0.1 | $2.0M | -8% | 103k | 19.56 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $1.9M | 51k | 37.96 |
|
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.8M | 74k | 24.02 |
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| Axcelis Technologies Com New (ACLS) | 0.1 | $1.6M | NEW | 20k | 80.34 |
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| Ultra Clean Holdings (UCTT) | 0.1 | $1.5M | +33% | 60k | 25.33 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | 7.6k | 183.40 |
|
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| Rapid7 (RPD) | 0.1 | $1.4M | -43% | 90k | 15.20 |
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| Firefly Aerospace (FLY) | 0.1 | $1.3M | +50% | 60k | 22.37 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.3M | 7.5k | 173.53 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | 8.3k | 152.41 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.3M | 4.0k | 313.00 |
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| Commerce.com Com Ser 1 (CMRC) | 0.1 | $1.2M | -33% | 283k | 4.12 |
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| Educational Development Corporation (EDUC) | 0.1 | $1.1M | 800k | 1.32 |
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| Allegro Microsystems Ord (ALGM) | 0.1 | $1.1M | 40k | 26.38 |
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| Hinge Health Cl A (HNGE) | 0.1 | $1.0M | +200% | 23k | 46.45 |
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| Power Integrations (POWI) | 0.1 | $903k | -21% | 25k | 35.54 |
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| Mobileye Global Common Class A (MBLY) | 0.1 | $835k | 80k | 10.44 |
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| Waste Management (WM) | 0.1 | $824k | +66% | 3.8k | 219.71 |
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| Southwest Airlines (LUV) | 0.1 | $820k | -43% | 20k | 41.33 |
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| Verizon Communications (VZ) | 0.1 | $815k | 20k | 40.73 |
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| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $753k | 52k | 14.42 |
|
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| Extreme Networks (EXTR) | 0.0 | $749k | +12% | 45k | 16.65 |
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| Mercury Computer Systems (MRCY) | 0.0 | $730k | 10k | 73.01 |
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| Dupont De Nemours (DD) | 0.0 | $704k | -73% | 18k | 40.20 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $703k | 1.5k | 468.76 |
|
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $659k | 13k | 52.39 |
|
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| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $651k | 38k | 17.25 |
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| Alight Com Cl A (ALIT) | 0.0 | $585k | +100% | 300k | 1.95 |
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| Frequency Electronics (FEIM) | 0.0 | $538k | -50% | 10k | 53.84 |
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| Netskope Cl A (NTSK) | 0.0 | $526k | NEW | 30k | 17.54 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $484k | 1.0k | 483.67 |
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| Enhabit Ord (EHAB) | 0.0 | $461k | 50k | 9.22 |
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| Circle Internet Group Com Cl A (CRCL) | 0.0 | $429k | -22% | 5.4k | 79.30 |
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| Cleanspark Com New (CLSK) | 0.0 | $405k | +100% | 40k | 10.12 |
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| UGI Corporation (UGI) | 0.0 | $374k | 10k | 37.43 |
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| Pure Storage Cl A (PSTG) | 0.0 | $335k | -50% | 5.0k | 67.01 |
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| Kimbell Rty Partners Unit (KRP) | 0.0 | $299k | 25k | 11.76 |
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| Caredx (CDNA) | 0.0 | $283k | -50% | 15k | 18.84 |
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| D Fluidigm Corp Del (LAB) | 0.0 | $268k | -51% | 209k | 1.28 |
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| SLB Com Stk (SLB) | 0.0 | $211k | NEW | 5.5k | 38.38 |
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| Kindercare Learning Companie (KLC) | 0.0 | $176k | +2% | 41k | 4.32 |
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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 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
- Needham Investment Management 2022 Q2 filed Aug. 12, 2022
- Needham Investment Management 2022 Q1 filed May 16, 2022