Filed: 11/14/2025ACC: 0000919574-25-006767
📋 What this filing means
NEEDHAM INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$1.43B
Total AUM (reported)
65.67M
Total Shares
Allocation by class
COM$1.05B72.9%
COM NEW$116.35M8.1%
CL A$73.78M5.1%
COM CL A$50.15M3.5%
SHARES CL A$30.70M2.1%
COM SHS$29.19M2.0%
SHS$26.59M1.9%
Portfolio Concentration
Top 3$174.10M12.1%
4–10$263.47M18.4%
11–25$330.78M23.1%
Rest$665.13M46.4%
Top 3 weight
12.1%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 65.67M
Sole
Full voting authority
65.67M
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)
Sole18
Shared0
Other143
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings161
Rows:
SUPER MICRO COMPUTER INC
DFNDShares1.41M
TypeSH
Market value$67.36M
4.70%
Sole
1.41M
Shared
0.00
None
0.00
THREDUP INC
DFNDShares5.67M
TypeSH
Market value$53.63M
3.74%
Sole
5.67M
Shared
0.00
None
0.00
NLIGHT INC
DFNDShares1.79M
TypeSH
Market value$53.12M
3.71%
Sole
1.79M
Shared
0.00
None
0.00
PDF SOLUTIONS INC
DFNDShares2.02M
TypeSH
Market value$52.12M
3.64%
Sole
2.02M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares284K
TypeSH
Market value$42.84M
2.99%
Sole
284K
Shared
0.00
None
0.00
NOVA LTD
DFNDShares116.75K
TypeSH
Market value$37.32M
2.60%
Sole
116.75K
Shared
0.00
None
0.00
OIL DRI CORP AMER
DFNDShares573.50K
TypeSH
Market value$35.01M
2.44%
Sole
573.50K
Shared
0.00
None
0.00
ARTERIS INC
DFNDShares3.33M
TypeSH
Market value$33.58M
2.34%
Sole
3.33M
Shared
0.00
None
0.00
VICOR CORP
DFNDShares641.45K
TypeSH
Market value$31.89M
2.22%
Sole
641.45K
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares2.48M
TypeSH
Market value$30.70M
2.14%
Sole
2.48M
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
DFNDShares1.83M
TypeSH
Market value$27.99M
1.95%
Sole
1.83M
Shared
0.00
None
0.00
FORMFACTOR INC
DFNDShares740K
TypeSH
Market value$26.95M
1.88%
Sole
740K
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
DFNDShares810K
TypeSH
Market value$24.65M
1.72%
Sole
810K
Shared
0.00
None
0.00
PARSONS CORP DEL
DFNDShares295K
TypeSH
Market value$24.46M
1.71%
Sole
295K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
DFNDShares3.44M
TypeSH
Market value$23.94M
1.67%
Sole
3.44M
Shared
0.00
None
0.00
ARLO TECHNOLOGIES INC
DFNDShares1.31M
TypeSH
Market value$22.16M
1.55%
Sole
1.31M
Shared
0.00
None
0.00
VITAL FARMS INC
DFNDShares522.50K
TypeSH
Market value$21.50M
1.50%
Sole
522.50K
Shared
0.00
None
0.00
ENTEGRIS INC
DFNDShares231K
TypeSH
Market value$21.36M
1.49%
Sole
231K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
DFNDShares657.50K
TypeSH
Market value$21.07M
1.47%
Sole
657.50K
Shared
0.00
None
0.00
ASURE SOFTWARE INC
DFNDShares2.53M
TypeSH
Market value$20.77M
1.45%
Sole
2.53M
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
DFNDShares865K
TypeSH
Market value$20.33M
1.42%
Sole
865K
Shared
0.00
None
0.00
UNISYS CORP
DFNDShares5.09M
TypeSH
Market value$19.85M
1.38%
Sole
5.09M
Shared
0.00
None
0.00
CRA INTL INC
DFNDShares91.51K
TypeSH
Market value$19.08M
1.33%
Sole
91.51K
Shared
0.00
None
0.00
MATRIX SVC CO
DFNDShares1.44M
TypeSH
Market value$18.77M
1.31%
Sole
1.44M
Shared
0.00
None
0.00
UNIVERSAL TECHNICAL INST INC
DFNDShares550K
TypeSH
Market value$17.90M
1.25%
Sole
550K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INCDFND | COM NEW | 1.41M | SH | $67.36M 4.70% | 1.41M | 0.00 | 0.00 |
THREDUP INCDFND | CL A | 5.67M | SH | $53.63M 3.74% | 5.67M | 0.00 | 0.00 |
NLIGHT INCDFND | COM | 1.79M | SH | $53.12M 3.71% | 1.79M | 0.00 | 0.00 |
PDF SOLUTIONS INCDFND | COM | 2.02M | SH | $52.12M 3.64% | 2.02M | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 284K | SH | $42.84M 2.99% | 284K | 0.00 | 0.00 |
NOVA LTDDFND | COM | 116.75K | SH | $37.32M 2.60% | 116.75K | 0.00 | 0.00 |
OIL DRI CORP AMERDFND | COM | 573.50K | SH | $35.01M 2.44% | 573.50K | 0.00 | 0.00 |
ARTERIS INCDFND | COM | 3.33M | SH | $33.58M 2.34% | 3.33M | 0.00 | 0.00 |
VICOR CORPDFND | COM | 641.45K | SH | $31.89M 2.22% | 641.45K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 2.48M | SH | $30.70M 2.14% | 2.48M | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCDFND | COM | 1.83M | SH | $27.99M 1.95% | 1.83M | 0.00 | 0.00 |
FORMFACTOR INCDFND | COM | 740K | SH | $26.95M 1.88% | 740K | 0.00 | 0.00 |
VEECO INSTRS INC DELDFND | COM | 810K | SH | $24.65M 1.72% | 810K | 0.00 | 0.00 |
PARSONS CORP DELDFND | COM | 295K | SH | $24.46M 1.71% | 295K | 0.00 | 0.00 |
ASPEN AEROGELS INCDFND | COM | 3.44M | SH | $23.94M 1.67% | 3.44M | 0.00 | 0.00 |
ARLO TECHNOLOGIES INCDFND | COM | 1.31M | SH | $22.16M 1.55% | 1.31M | 0.00 | 0.00 |
VITAL FARMS INCDFND | COM | 522.50K | SH | $21.50M 1.50% | 522.50K | 0.00 | 0.00 |
ENTEGRIS INCDFND | COM | 231K | SH | $21.36M 1.49% | 231K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCDFND | COM | 657.50K | SH | $21.07M 1.47% | 657.50K | 0.00 | 0.00 |
ASURE SOFTWARE INCDFND | COM | 2.53M | SH | $20.77M 1.45% | 2.53M | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPDFND | COM | 865K | SH | $20.33M 1.42% | 865K | 0.00 | 0.00 |
UNISYS CORPDFND | COM NEW | 5.09M | SH | $19.85M 1.38% | 5.09M | 0.00 | 0.00 |
CRA INTL INCDFND | COM | 91.51K | SH | $19.08M 1.33% | 91.51K | 0.00 | 0.00 |
MATRIX SVC CODFND | COM | 1.44M | SH | $18.77M 1.31% | 1.44M | 0.00 | 0.00 |
UNIVERSAL TECHNICAL INST INCDFND | COM | 550K | SH | $17.90M 1.25% | 550K | 0.00 | 0.00 |
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