EdgeMarket › What Needham Investment Management Llc reported owning
What Needham Investment Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
176Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LASR NLIGHT, INC. | 109.6M | 5.6% | 1.9M | 47.39 | +82.6% |
| VICR VICOR CORP | 84.0M | 4.3% | 522.0K | 200.54 | +331.4% |
| VRT Vertiv Holdings Co | 71.5M | 3.7% | 285.2K | 261.95 | +105.4% |
| PDFS PDF SOLUTIONS INC | 66.2M | 3.4% | 2.0M | 45.65 | +137.0% |
| AIP Arteris, Inc. | 65.0M | 3.3% | 4.0M | 23.89 | +166.0% |
| FORM FORMFACTOR INC | 58.5M | 3.0% | 603.5K | 114.16 | +309.2% |
| VSH VISHAY INTERTECHNOLOGY INC | 52.6M | 2.7% | 2.9M | 31.63 | +114.2% |
| LINC LINCOLN EDUCATIONAL SERVICES CORP | 52.0M | 2.7% | 1.3M | 25.72 | +31.9% |
| ODC Oil-Dri Corp of America | 44.1M | 2.3% | 677.5K | 89.94 | +52.5% |
| NVMI NOVA LTD. | 40.0M | 2.0% | 92.2K | 376.99 | +53.0% |
| UTI UNIVERSAL TECHNICAL INSTITUTE INC | 37.2M | 1.9% | 1.0M | 22.35 | -14.3% |
| SMCI Super Micro Computer, Inc. | 36.8M | 1.9% | 1.6M | 37.24 | -12.6% |
| unmapped CUSIP 88362T103 | 31.9M | 1.6% | 632.5K | — | — |
| TDUP ThredUp Inc. | 30.4M | 1.6% | 9.3M | 2.79 | -73.8% |
| VECO VEECO INSTRUMENTS INC | 29.8M | 1.5% | 880.0K | 47.86 | +100.3% |
| TTI TETRA TECHNOLOGIES INC | 28.8M | 1.5% | 3.4M | 7.19 | +74.9% |
| MKSI MKS INC | 27.6M | 1.4% | 120.0K | 279.11 | +180.9% |
| VPG Vishay Precision Group, Inc. | 26.9M | 1.4% | 620.0K | 66.61 | +146.3% |
| COHR COHERENT CORP. | 25.1M | 1.3% | 105.5K | 289.52 | +234.5% |
| ARLO Arlo Technologies, Inc. | 25.0M | 1.3% | 1.8M | 13.10 | -21.4% |
| PLAB PHOTRONICS INC | 24.4M | 1.2% | 605.0K | 30.51 | +47.8% |
| CTRI Centuri Holdings, Inc. | 23.9M | 1.2% | 817.6K | 21.36 | +7.2% |
| CECO CECO ENVIRONMENTAL CORP | 23.1M | 1.2% | 387.5K | 71.52 | +58.2% |
| CRAI CRA INTERNATIONAL, INC. | 22.7M | 1.2% | 140.0K | 176.90 | -6.8% |
| ASUR ASURE SOFTWARE INC | 22.4M | 1.1% | 2.6M | 8.74 | +5.8% |
| PSN PARSONS CORP | 22.2M | 1.1% | 409.0K | 49.05 | -37.1% |
| HII HUNTINGTON INGALLS INDUSTRIES, INC. | 21.0M | 1.1% | 55.2K | 298.20 | +11.6% |
| AKAM AKAMAI TECHNOLOGIES INC | 20.5M | 1.0% | 178.5K | 110.42 | +45.2% |
| CLH CLEAN HARBORS INC | 19.7M | 1.0% | 68.9K | 315.98 | +29.5% |
| NVT nVent Electric plc | 18.3M | 0.9% | 154.5K | 151.98 | +72.6% |
| ATRO ASTRONICS CORP | 18.2M | 0.9% | 272.5K | 78.00 | +126.7% |
| GENI Genius Sports Ltd | 17.7M | 0.9% | 4.0M | 8.06 | -36.2% |
| WTTR Select Water Solutions, Inc. | 17.7M | 0.9% | 1.2M | 19.72 | +148.4% |
| GRC GORMAN RUPP CO | 16.9M | 0.9% | 272.5K | 78.09 | +89.4% |
| MTRX MATRIX SERVICE CO | 16.5M | 0.8% | 1.4M | 11.07 | -24.1% |
| VITL Vital Farms, Inc. | 16.2M | 0.8% | 1.1M | 10.57 | -78.8% |
| ADTN ADTRAN Holdings, Inc. | 15.5M | 0.8% | 1.2M | 7.77 | -7.6% |
| ASPN ASPEN AEROGELS INC | 15.5M | 0.8% | 4.5M | 5.18 | -22.5% |
| BRKR BRUKER CORP | 15.3M | 0.8% | 424.2K | 59.56 | +76.6% |
| TNC TENNANT CO | 15.2M | 0.8% | 229.0K | 68.68 | -15.7% |
| VSAT VIASAT INC | 15.1M | 0.8% | 330.6K | 74.72 | +187.7% |
| KLAC KLA CORP | 15.1M | 0.8% | 10.2K | 183.99 | +109.5% |
| LH LABCORP HOLDINGS INC. | 15.0M | 0.8% | 56.3K | 336.34 | +20.9% |
| ECG Everus Construction Group, Inc. | 14.9M | 0.8% | 126.5K | 125.96 | +68.4% |
| SOLS Solstice Advanced Materials Inc. | 14.3M | 0.7% | 187.5K | 56.16 | — |
| GNRC GENERAC HOLDINGS INC. | 14.2M | 0.7% | 72.5K | 205.98 | +8.6% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 13.9M | 0.7% | 55.8K | 297.57 | +54.3% |
| ENTG ENTEGRIS INC | 13.7M | 0.7% | 117.0K | 143.66 | +80.9% |
| ECVT Ecovyst Inc. | 13.1M | 0.7% | 1.0M | 10.44 | +19.7% |
| MKL MARKEL GROUP INC. | 12.8M | 0.7% | 6.7K | 1,795.62 | -8.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →