Filed: 8/14/2025ACC: 0000919574-25-004664
📋 What this filing means
NEEDHAM INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $1.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$1.25B
Total AUM (reported)
62.38M
Total Shares
Allocation by class
COM$909.34M72.5%
COM NEW$122.38M9.8%
CL A$57.71M4.6%
COM CL A$42.93M3.4%
SHARES CL A$24.49M2.0%
COM SHS$24.15M1.9%
SHS$23.56M1.9%
Portfolio Concentration
Top 3$154.85M12.3%
4–10$237.67M19.0%
11–25$306.20M24.4%
Rest$555.23M44.3%
Top 3 weight
12.3%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 62.38M
Sole
Full voting authority
62.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other146
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings150
Rows:
SUPER MICRO COMPUTER INC
DFNDShares1.43M
TypeSH
Market value$69.94M
5.58%
Sole
1.43M
Shared
0.00
None
0.00
THREDUP INC
DFNDShares5.88M
TypeSH
Market value$44.00M
3.51%
Sole
5.88M
Shared
0.00
None
0.00
PDF SOLUTIONS INC
DFNDShares1.91M
TypeSH
Market value$40.91M
3.26%
Sole
1.91M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares284.75K
TypeSH
Market value$36.56M
2.92%
Sole
284.75K
Shared
0.00
None
0.00
NLIGHT INC
DFNDShares1.84M
TypeSH
Market value$36.17M
2.88%
Sole
1.84M
Shared
0.00
None
0.00
FARO TECHNOLOGIES INC
DFNDShares818.38K
TypeSH
Market value$35.94M
2.87%
Sole
818.38K
Shared
0.00
None
0.00
NOVA LTD
DFNDShares129.75K
TypeSH
Market value$35.71M
2.85%
Sole
129.75K
Shared
0.00
None
0.00
OIL DRI CORP AMER
DFNDShares561.50K
TypeSH
Market value$33.12M
2.64%
Sole
561.50K
Shared
0.00
None
0.00
VICOR CORP
DFNDShares705.50K
TypeSH
Market value$32.00M
2.55%
Sole
705.50K
Shared
0.00
None
0.00
ARTERIS INC
DFNDShares2.96M
TypeSH
Market value$28.16M
2.25%
Sole
2.96M
Shared
0.00
None
0.00
UNISYS CORP
DFNDShares5.53M
TypeSH
Market value$25.05M
2.00%
Sole
5.53M
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares2.35M
TypeSH
Market value$24.49M
1.95%
Sole
2.35M
Shared
0.00
None
0.00
ASURE SOFTWARE INC
DFNDShares2.50M
TypeSH
Market value$24.35M
1.94%
Sole
2.50M
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
DFNDShares1.52M
TypeSH
Market value$24.22M
1.93%
Sole
1.52M
Shared
0.00
None
0.00
FORMFACTOR INC
DFNDShares655K
TypeSH
Market value$22.54M
1.80%
Sole
655K
Shared
0.00
None
0.00
ARLO TECHNOLOGIES INC
DFNDShares1.31M
TypeSH
Market value$22.18M
1.77%
Sole
1.31M
Shared
0.00
None
0.00
PARSONS CORP DEL
DFNDShares289K
TypeSH
Market value$20.74M
1.65%
Sole
289K
Shared
0.00
None
0.00
VITAL FARMS INC
DFNDShares507.50K
TypeSH
Market value$19.55M
1.56%
Sole
507.50K
Shared
0.00
None
0.00
ENTEGRIS INC
DFNDShares240K
TypeSH
Market value$19.36M
1.54%
Sole
240K
Shared
0.00
None
0.00
MATRIX SVC CO
DFNDShares1.42M
TypeSH
Market value$19.18M
1.53%
Sole
1.42M
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
DFNDShares657.50K
TypeSH
Market value$18.48M
1.47%
Sole
657.50K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
DFNDShares3.01M
TypeSH
Market value$17.84M
1.42%
Sole
3.01M
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
DFNDShares623.50K
TypeSH
Market value$17.51M
1.40%
Sole
623.50K
Shared
0.00
None
0.00
CRA INTL INC
DFNDShares84.75K
TypeSH
Market value$15.88M
1.27%
Sole
84.75K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
DFNDShares186K
TypeSH
Market value$14.84M
1.18%
Sole
186K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INCDFND | COM NEW | 1.43M | SH | $69.94M 5.58% | 1.43M | 0.00 | 0.00 |
THREDUP INCDFND | CL A | 5.88M | SH | $44.00M 3.51% | 5.88M | 0.00 | 0.00 |
PDF SOLUTIONS INCDFND | COM | 1.91M | SH | $40.91M 3.26% | 1.91M | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 284.75K | SH | $36.56M 2.92% | 284.75K | 0.00 | 0.00 |
NLIGHT INCDFND | COM | 1.84M | SH | $36.17M 2.88% | 1.84M | 0.00 | 0.00 |
FARO TECHNOLOGIES INCDFND | COM | 818.38K | SH | $35.94M 2.87% | 818.38K | 0.00 | 0.00 |
NOVA LTDDFND | COM | 129.75K | SH | $35.71M 2.85% | 129.75K | 0.00 | 0.00 |
OIL DRI CORP AMERDFND | COM | 561.50K | SH | $33.12M 2.64% | 561.50K | 0.00 | 0.00 |
VICOR CORPDFND | COM | 705.50K | SH | $32.00M 2.55% | 705.50K | 0.00 | 0.00 |
ARTERIS INCDFND | COM | 2.96M | SH | $28.16M 2.25% | 2.96M | 0.00 | 0.00 |
UNISYS CORPDFND | COM NEW | 5.53M | SH | $25.05M 2.00% | 5.53M | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 2.35M | SH | $24.49M 1.95% | 2.35M | 0.00 | 0.00 |
ASURE SOFTWARE INCDFND | COM | 2.50M | SH | $24.35M 1.94% | 2.50M | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCDFND | COM | 1.52M | SH | $24.22M 1.93% | 1.52M | 0.00 | 0.00 |
FORMFACTOR INCDFND | COM | 655K | SH | $22.54M 1.80% | 655K | 0.00 | 0.00 |
ARLO TECHNOLOGIES INCDFND | COM | 1.31M | SH | $22.18M 1.77% | 1.31M | 0.00 | 0.00 |
PARSONS CORP DELDFND | COM | 289K | SH | $20.74M 1.65% | 289K | 0.00 | 0.00 |
VITAL FARMS INCDFND | COM | 507.50K | SH | $19.55M 1.56% | 507.50K | 0.00 | 0.00 |
ENTEGRIS INCDFND | COM | 240K | SH | $19.36M 1.54% | 240K | 0.00 | 0.00 |
MATRIX SVC CODFND | COM | 1.42M | SH | $19.18M 1.53% | 1.42M | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCDFND | COM | 657.50K | SH | $18.48M 1.47% | 657.50K | 0.00 | 0.00 |
ASPEN AEROGELS INCDFND | COM | 3.01M | SH | $17.84M 1.42% | 3.01M | 0.00 | 0.00 |
THERMON GROUP HLDGS INCDFND | COM | 623.50K | SH | $17.51M 1.40% | 623.50K | 0.00 | 0.00 |
CRA INTL INCDFND | COM | 84.75K | SH | $15.88M 1.27% | 84.75K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCDFND | COM | 186K | SH | $14.84M 1.18% | 186K | 0.00 | 0.00 |
Page 1 of 6
…