Needham Investment Management
Latest statistics and disclosures from Needham Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LASR, VICR, VRT, PDFS, AIP, and represent 20.25% of Needham Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TNC (+$11M), TDUP (+$11M), VSH (+$9.8M), AIP (+$8.9M), TTI (+$8.5M), UTI (+$8.0M), GNRC (+$7.4M), CRAI (+$6.7M), VITL (+$6.6M), MTZ (+$6.5M).
- Started 21 new stock positions in VSNT, BRBR, UNH, MEC, NFLX, MTZ, AVAV, HEI, CRM, KOPN. FRPH, AMBQ, LPTH, WAT, STRL, DPRO, FTK, AMBA, RCAT, SYNA, UMAC.
- Reduced shares in these 10 stocks: TTMI (-$9.5M), FORM (-$8.8M), ENTG (-$8.7M), NVMI (-$8.5M), VICR (-$7.7M), COHR (-$7.6M), ICHR (-$7.1M), PLAB (-$6.9M), KLAC, UCTT.
- Sold out of its positions in Air Lease Corp, CRI, GTLS, Enhabit Ord, P, RPD, LUV.
- Needham Investment Management was a net buyer of stock by $131M.
- Needham Investment Management has $2.0B in assets under management (AUM), dropping by 23.66%.
- Central Index Key (CIK): 0001167212
Tip: Access up to 7 years of quarterly data
Positions held by Needham Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Needham Investment Management
Needham Investment Management holds 176 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nlight (LASR) | 5.6 | $110M | +3% | 1.9M | 57.02 |
|
| Vicor Corporation (VICR) | 4.3 | $84M | -8% | 522k | 161.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 3.7 | $72M | 285k | 250.58 |
|
|
| PDF Solutions (PDFS) | 3.4 | $66M | +2% | 2.0M | 32.71 |
|
| Arteris (AIP) | 3.3 | $65M | +15% | 4.0M | 16.44 |
|
| FormFactor (FORM) | 3.0 | $59M | -13% | 604k | 96.99 |
|
| Vishay Intertechnology (VSH) | 2.7 | $53M | +22% | 2.9M | 18.00 |
|
| Lincoln Educational Services Corporation (LINC) | 2.7 | $52M | +13% | 1.3M | 40.68 |
|
| Oil-Dri Corporation of America (ODC) | 2.3 | $44M | +6% | 678k | 65.09 |
|
| NOVA MEASURING Instruments L (NVMI) | 2.0 | $40M | -17% | 92k | 434.28 |
|
| Universal Technical Institute (UTI) | 1.9 | $37M | +27% | 1.0M | 36.10 |
|
| Super Micro Computer Com New (SMCI) | 1.9 | $37M | +17% | 1.6M | 22.77 |
|
| Thermon Group Holdings | 1.6 | $32M | +2% | 633k | 50.40 |
|
| Thredup Cl A (TDUP) | 1.6 | $30M | +52% | 9.3M | 3.28 |
|
| Veeco Instruments (VECO) | 1.5 | $30M | +9% | 880k | 33.86 |
|
| TETRA Technologies (TTI) | 1.5 | $29M | +42% | 3.4M | 8.52 |
|
| MKS Instruments (MKSI) | 1.4 | $28M | -8% | 120k | 229.81 |
|
| Vishay Precision (VPG) | 1.4 | $27M | -5% | 620k | 43.42 |
|
| Coherent Corp (COHR) | 1.3 | $25M | -23% | 106k | 238.21 |
|
| Arlo Technologies (ARLO) | 1.3 | $25M | +14% | 1.8M | 14.23 |
|
| Photronics (PLAB) | 1.2 | $24M | -21% | 605k | 40.41 |
|
| Centuri Holdings Com Shs (CTRI) | 1.2 | $24M | +2% | 818k | 29.21 |
|
| CECO Environmental (CECO) | 1.2 | $23M | +29% | 388k | 59.58 |
|
| CRA International (CRAI) | 1.2 | $23M | +41% | 140k | 161.88 |
|
| Asure Software (ASUR) | 1.1 | $22M | 2.6M | 8.60 |
|
|
| Parsons Corporation (PSN) | 1.1 | $22M | +26% | 409k | 54.17 |
|
| Huntington Ingalls Inds (HII) | 1.1 | $21M | +9% | 55k | 379.90 |
|
| Akamai Technologies (AKAM) | 1.0 | $21M | +14% | 179k | 114.85 |
|
| Clean Harbors (CLH) | 1.0 | $20M | 69k | 286.73 |
|
|
| Nvent Elec SHS (NVT) | 0.9 | $18M | 155k | 118.28 |
|
|
| Astronics Corporation (ATRO) | 0.9 | $18M | 273k | 66.73 |
|
|
| Genius Sports Shares Cl A (GENI) | 0.9 | $18M | +48% | 4.0M | 4.43 |
|
| Select Water Solutions Cl A Com (WTTR) | 0.9 | $18M | +49% | 1.2M | 15.30 |
|
| Gorman-Rupp Company (GRC) | 0.9 | $17M | +4% | 273k | 62.13 |
|
| Matrix Service Company (MTRX) | 0.8 | $17M | 1.4M | 11.48 |
|
|
| Vital Farms (VITL) | 0.8 | $16M | +67% | 1.2M | 14.12 |
|
| Adtran Holdings (ADTN) | 0.8 | $16M | -15% | 1.2M | 12.58 |
|
| Aspen Aerogels (ASPN) | 0.8 | $16M | +3% | 4.5M | 3.42 |
|
| Bruker Corporation (BRKR) | 0.8 | $15M | +16% | 424k | 36.12 |
|
| Tennant Company (TNC) | 0.8 | $15M | +239% | 229k | 66.40 |
|
| ViaSat (VSAT) | 0.8 | $15M | 331k | 45.80 |
|
|
| Kla Corp Com New (KLAC) | 0.8 | $15M | -21% | 10k | 1472.41 |
|
| Labcorp Holdings Com Shs (LH) | 0.8 | $15M | 56k | 266.81 |
|
|
| Everus Constr Group (ECG) | 0.8 | $15M | 127k | 118.06 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.7 | $14M | +7% | 188k | 76.16 |
|
| Generac Holdings (GNRC) | 0.7 | $14M | +110% | 73k | 195.33 |
|
| Wabtec Corporation (WAB) | 0.7 | $14M | 56k | 249.91 |
|
|
| Entegris (ENTG) | 0.7 | $14M | -38% | 117k | 117.24 |
|
| Ecovyst (ECVT) | 0.7 | $13M | 1.0M | 12.86 |
|
|
| Markel Corporation (MKL) | 0.7 | $13M | +7% | 6.7k | 1914.07 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $12M | 25k | 491.53 |
|
|
| Jacobs Engineering Group (J) | 0.6 | $12M | +65% | 96k | 127.28 |
|
| Bwx Technologies (BWXT) | 0.6 | $12M | +63% | 59k | 204.49 |
|
| MDU Resources (MDU) | 0.6 | $12M | +2% | 558k | 20.72 |
|
| Equinix (EQIX) | 0.6 | $11M | +4% | 11k | 980.24 |
|
| Myr (MYRG) | 0.6 | $11M | 39k | 282.32 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.5 | $11M | 129k | 82.13 |
|
|
| Energy Services of America (ESOA) | 0.5 | $11M | +36% | 800k | 13.13 |
|
| Camtek Ord (CAMT) | 0.5 | $10M | -11% | 67k | 151.61 |
|
| Transcat (TRNS) | 0.5 | $9.6M | +4% | 131k | 73.45 |
|
| Unisys Corp Com New (UIS) | 0.5 | $9.2M | -7% | 4.4M | 2.07 |
|
| Teradyne (TER) | 0.4 | $8.6M | -3% | 29k | 296.46 |
|
| TTM Technologies (TTMI) | 0.4 | $8.5M | -52% | 88k | 97.42 |
|
| Cognex Corporation (CGNX) | 0.4 | $8.5M | 173k | 48.99 |
|
|
| Gilead Sciences (GILD) | 0.4 | $7.7M | 55k | 139.37 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $7.7M | +5% | 5.8k | 1320.83 |
|
| 908 Devices (MASS) | 0.4 | $7.6M | +61% | 1.2M | 6.12 |
|
| Vail Resorts (MTN) | 0.4 | $7.6M | 59k | 128.32 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.4 | $7.6M | +127% | 1.3M | 6.05 |
|
| Bentley Sys Com Cl B (BSY) | 0.4 | $7.6M | +53% | 215k | 35.12 |
|
| Modine Manufacturing (MOD) | 0.4 | $7.5M | +38% | 35k | 216.71 |
|
| Precision Optics Corp Inc Ma Com New (POCI) | 0.4 | $7.3M | +132% | 1.7M | 4.39 |
|
| Smith-Midland Corporation (SMID) | 0.4 | $7.3M | 225k | 32.53 |
|
|
| Research Solutions (RSSS) | 0.4 | $7.1M | 3.2M | 2.26 |
|
|
| Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.4 | $7.0M | +6% | 430k | 16.27 |
|
| CRH Ord (CRH) | 0.3 | $6.8M | +58% | 65k | 105.12 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $6.6M | 232k | 28.71 |
|
|
| MasTec (MTZ) | 0.3 | $6.5M | NEW | 20k | 321.74 |
|
| Life Time Group Holdings Common Stock (LTH) | 0.3 | $6.5M | +108% | 240k | 26.94 |
|
| Northern Technologies International (NTIC) | 0.3 | $6.3M | +7% | 765k | 8.24 |
|
| Rogers Corporation (ROG) | 0.3 | $6.2M | -3% | 58k | 107.33 |
|
| Honeywell International | 0.3 | $6.2M | 28k | 226.03 |
|
|
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.3 | $6.2M | +38% | 145k | 42.70 |
|
| Unusual Machs Com Shs (UMAC) | 0.3 | $6.0M | NEW | 485k | 12.40 |
|
| Harmonic (HLIT) | 0.3 | $6.0M | +22% | 668k | 8.98 |
|
| CoStar (CSGP) | 0.3 | $5.7M | +134% | 142k | 40.34 |
|
| Corning Incorporated (GLW) | 0.3 | $5.7M | 42k | 135.97 |
|
|
| Core Molding Technologies (CMT) | 0.3 | $5.7M | 252k | 22.40 |
|
|
| Abrdn Healthcare Investors Sh Ben Int (HQH) | 0.3 | $5.5M | +6% | 311k | 17.79 |
|
| Navigator Hldgs SHS (NVGS) | 0.3 | $5.5M | 286k | 19.33 |
|
|
| CarMax (KMX) | 0.3 | $5.3M | 129k | 41.58 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $5.3M | 25k | 213.66 |
|
|
| Lightpath Technologies Com Cl A (LPTH) | 0.3 | $5.3M | NEW | 528k | 10.03 |
|
| Sitime Corp (SITM) | 0.3 | $5.2M | -3% | 15k | 345.35 |
|
| Ambiq Micro Common Stock (AMBQ) | 0.3 | $5.1M | NEW | 200k | 25.41 |
|
| Red Cat Hldgs (RCAT) | 0.3 | $5.0M | NEW | 380k | 13.09 |
|
| Marvell Technology (MRVL) | 0.2 | $4.8M | 48k | 99.05 |
|
|
| Apple (AAPL) | 0.2 | $4.7M | 19k | 253.79 |
|
|
| Box Cl A (BOX) | 0.2 | $4.6M | +2% | 195k | 23.64 |
|
| Medtronic SHS (MDT) | 0.2 | $4.6M | 53k | 86.65 |
|
|
| Badger Meter (BMI) | 0.2 | $4.6M | +20% | 30k | 152.35 |
|
| Suro Capital Corp Com New | 0.2 | $4.6M | 427k | 10.71 |
|
|
| Boeing Company (BA) | 0.2 | $4.5M | 23k | 199.03 |
|
|
| LeMaitre Vascular (LMAT) | 0.2 | $4.4M | 40k | 109.17 |
|
|
| Encompass Health Corp (EHC) | 0.2 | $4.4M | 45k | 96.73 |
|
|
| Ceva (CEVA) | 0.2 | $4.3M | +43% | 230k | 18.68 |
|
| Cohu (COHU) | 0.2 | $4.0M | -10% | 130k | 30.62 |
|
| Axcelis Technologies Com New (ACLS) | 0.2 | $4.0M | +112% | 43k | 93.08 |
|
| Comtech Telecommunications C Com New (CMTL) | 0.2 | $3.9M | 1.2M | 3.32 |
|
|
| Legence Corp Cl A (LGN) | 0.2 | $3.8M | 68k | 56.46 |
|
|
| Qnity Electronics Common Stock (Q) | 0.2 | $3.7M | 33k | 115.38 |
|
|
| KVH Industries (KVHI) | 0.2 | $3.4M | 385k | 8.96 |
|
|
| Analog Devices (ADI) | 0.2 | $3.2M | 10k | 318.14 |
|
|
| Cryoport Com Par $0.001 (CYRX) | 0.2 | $3.0M | +6% | 360k | 8.28 |
|
| Matthews Intl Corp Cl A (MATW) | 0.2 | $3.0M | +8% | 115k | 25.82 |
|
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.2 | $2.9M | 110k | 26.79 |
|
|
| Alpha Pro Tech (APT) | 0.1 | $2.9M | 643k | 4.44 |
|
|
| Applied Materials (AMAT) | 0.1 | $2.8M | 8.3k | 341.79 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $2.8M | 69k | 40.47 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $2.6M | 17k | 157.23 |
|
|
| Synaptics, Incorporated (SYNA) | 0.1 | $2.6M | NEW | 37k | 70.04 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.1 | $2.5M | +17% | 72k | 33.95 |
|
| MaxLinear (MXL) | 0.1 | $2.0M | -17% | 115k | 17.39 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $1.8M | 74k | 23.81 |
|
|
| Allegro Microsystems Ord (ALGM) | 0.1 | $1.7M | +37% | 55k | 31.53 |
|
| Firefly Aerospace (FLY) | 0.1 | $1.7M | 60k | 28.47 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.7M | 8.3k | 206.90 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.5M | 7.6k | 192.90 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.4M | +25% | 5.0k | 287.56 |
|
| HEICO Corporation (HEI) | 0.1 | $1.4M | NEW | 5.0k | 274.20 |
|
| Power Integrations (POWI) | 0.1 | $1.3M | 25k | 51.20 |
|
|
| Klaviyo Com Ser A (KVYO) | 0.1 | $1.3M | 65k | 19.46 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.2M | 51k | 22.69 |
|
|
| AeroVironment (AVAV) | 0.1 | $1.1M | NEW | 6.3k | 183.05 |
|
| Kopin Corporation (KOPN) | 0.1 | $1.1M | NEW | 500k | 2.25 |
|
| UnitedHealth (UNH) | 0.1 | $1.1M | NEW | 4.0k | 270.59 |
|
| Ambarella SHS (AMBA) | 0.1 | $1.0M | NEW | 20k | 51.48 |
|
| Educational Development Corporation (EDUC) | 0.1 | $1.0M | 800k | 1.26 |
|
|
| Verizon Communications (VZ) | 0.1 | $1.0M | 20k | 50.20 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $907k | +50% | 1.5k | 604.39 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $904k | 52k | 17.30 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $882k | -40% | 4.5k | 195.98 |
|
| Penguin Solutions (PENG) | 0.0 | $880k | -51% | 50k | 17.60 |
|
| Hinge Health Cl A (HNGE) | 0.0 | $868k | 23k | 38.56 |
|
|
| Waste Management (WM) | 0.0 | $862k | 3.8k | 229.79 |
|
|
| Netskope Cl A (NTSK) | 0.0 | $849k | +233% | 100k | 8.49 |
|
| Dupont De Nemours | 0.0 | $779k | -2% | 17k | 45.80 |
|
| Mercury Computer Systems (MRCY) | 0.0 | $729k | 10k | 72.91 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $722k | +23% | 1.9k | 390.41 |
|
| Cleanspark Com New (CLSK) | 0.0 | $681k | +100% | 80k | 8.51 |
|
| Flotek Industries Com New (FTK) | 0.0 | $679k | NEW | 40k | 16.97 |
|
| Extreme Networks (EXTR) | 0.0 | $679k | 45k | 15.08 |
|
|
| Waters Corporation (WAT) | 0.0 | $675k | NEW | 2.3k | 297.80 |
|
| Sterling Construction Company (STRL) | 0.0 | $611k | NEW | 1.5k | 407.27 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $559k | 13k | 44.45 |
|
|
| Mobileye Global Common Class A (MBLY) | 0.0 | $550k | 80k | 6.87 |
|
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $516k | 5.4k | 95.41 |
|
|
| Commerce.com Com Ser 1 (CMRC) | 0.0 | $507k | -32% | 190k | 2.67 |
|
| Frequency Electronics (FEIM) | 0.0 | $398k | -10% | 9.0k | 44.26 |
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $368k | 25k | 14.47 |
|
|
| UGI Corporation (UGI) | 0.0 | $364k | 10k | 36.42 |
|
|
| Mayville Engineering (MEC) | 0.0 | $359k | NEW | 20k | 17.95 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $356k | 38k | 9.42 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $343k | NEW | 9.3k | 37.02 |
|
| SLB Com Stk (SLB) | 0.0 | $334k | +18% | 6.5k | 51.39 |
|
| Frp Holdings (FRPH) | 0.0 | $328k | NEW | 15k | 21.88 |
|
| Ultra Clean Holdings (UCTT) | 0.0 | $311k | -91% | 5.0k | 62.18 |
|
| Draganfly (DPRO) | 0.0 | $295k | NEW | 60k | 4.91 |
|
| Netflix (NFLX) | 0.0 | $289k | NEW | 3.0k | 96.15 |
|
| salesforce (CRM) | 0.0 | $280k | NEW | 1.5k | 186.67 |
|
| Caredx (CDNA) | 0.0 | $260k | 15k | 17.36 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $241k | NEW | 15k | 16.09 |
|
| Ichor Holdings SHS (ICHR) | 0.0 | $233k | -96% | 5.0k | 46.61 |
|
| Alight Com Cl A (ALIT) | 0.0 | $175k | 300k | 0.58 |
|
|
| Kindercare Learning Companie (KLC) | 0.0 | $90k | 41k | 2.20 |
|
|
| D Fluidigm Corp Del (LAB) | 0.0 | $32k | -83% | 34k | 0.92 |
|
Past Filings by Needham Investment Management
SEC 13F filings are viewable for Needham Investment Management going back to 2010
- 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
- Needham Investment Management 2022 Q2 filed Aug. 12, 2022