Filed: 2/17/2026ACC: 0000919574-26-000997
📋 What this filing means
NEEDHAM INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $1.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$1.58B
Total AUM (reported)
70.47M
Total Shares
Allocation by class
COM$1.20B76.1%
COM NEW$89.01M5.6%
CL A$62.60M4.0%
COM CL A$55.62M3.5%
COM SHS$42.77M2.7%
SHARES CL A$29.64M1.9%
SHS$28.71M1.8%
Portfolio Concentration
Top 3$188.19M11.9%
4–10$288.15M18.2%
11–25$361.41M22.8%
Rest$744.65M47.1%
Top 3 weight
11.9%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 70.47M
Sole
Full voting authority
70.47M
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)
Sole22
Shared0
Other140
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:
NLIGHT INC
DFNDShares1.86M
TypeSH
Market value$69.68M
4.40%
Sole
1.86M
Shared
0.00
None
0.00
VICOR CORP
DFNDShares569.77K
TypeSH
Market value$62.45M
3.95%
Sole
569.77K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
DFNDShares1.97M
TypeSH
Market value$56.06M
3.54%
Sole
1.97M
Shared
0.00
None
0.00
ARTERIS INC
DFNDShares3.41M
TypeSH
Market value$52.88M
3.34%
Sole
3.41M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares285.25K
TypeSH
Market value$46.21M
2.92%
Sole
285.25K
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
SOLEShares1.38M
TypeSH
Market value$40.39M
2.55%
Sole
1.38M
Shared
0.00
None
0.00
THREDUP INC
DFNDShares6.08M
TypeSH
Market value$38.82M
2.45%
Sole
6.08M
Shared
0.00
None
0.00
FORMFACTOR INC
DFNDShares694.50K
TypeSH
Market value$38.74M
2.45%
Sole
694.50K
Shared
0.00
None
0.00
NOVA LTD
DFNDShares111.75K
TypeSH
Market value$36.70M
2.32%
Sole
111.75K
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
DFNDShares2.38M
TypeSH
Market value$34.41M
2.17%
Sole
2.38M
Shared
0.00
None
0.00
OIL DRI CORP AMER
DFNDShares635K
TypeSH
Market value$31.08M
1.96%
Sole
635K
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares2.69M
TypeSH
Market value$29.64M
1.87%
Sole
2.69M
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
DFNDShares1.13M
TypeSH
Market value$27.17M
1.72%
Sole
1.13M
Shared
0.00
None
0.00
COHERENT CORP
DFNDShares137.50K
TypeSH
Market value$25.38M
1.60%
Sole
137.50K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
DFNDShares657.50K
TypeSH
Market value$25.31M
1.60%
Sole
657.50K
Shared
0.00
None
0.00
PHOTRONICS INC
DFNDShares775K
TypeSH
Market value$24.80M
1.57%
Sole
775K
Shared
0.00
None
0.00
ASURE SOFTWARE INC
DFNDShares2.57M
TypeSH
Market value$24.21M
1.53%
Sole
2.57M
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
DFNDShares620K
TypeSH
Market value$23.04M
1.46%
Sole
620K
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
DFNDShares805K
TypeSH
Market value$23.01M
1.45%
Sole
805K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
DFNDShares2.38M
TypeSH
Market value$22.25M
1.41%
Sole
2.38M
Shared
0.00
None
0.00
VITAL FARMS INC
DFNDShares685K
TypeSH
Market value$21.88M
1.38%
Sole
685K
Shared
0.00
None
0.00
ARLO TECHNOLOGIES INC
DFNDShares1.54M
TypeSH
Market value$21.54M
1.36%
Sole
1.54M
Shared
0.00
None
0.00
UNIVERSAL TECHNICAL INST INC
DFNDShares807.50K
TypeSH
Market value$21.10M
1.33%
Sole
807.50K
Shared
0.00
None
0.00
MKS INC.
SOLEShares130.50K
TypeSH
Market value$20.85M
1.32%
Sole
130.50K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
DFNDShares797.63K
TypeSH
Market value$20.14M
1.27%
Sole
797.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NLIGHT INCDFND | COM | 1.86M | SH | $69.68M 4.40% | 1.86M | 0.00 | 0.00 |
VICOR CORPDFND | COM | 569.77K | SH | $62.45M 3.95% | 569.77K | 0.00 | 0.00 |
PDF SOLUTIONS INCDFND | COM | 1.97M | SH | $56.06M 3.54% | 1.97M | 0.00 | 0.00 |
ARTERIS INCDFND | COM | 3.41M | SH | $52.88M 3.34% | 3.41M | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 285.25K | SH | $46.21M 2.92% | 285.25K | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 1.38M | SH | $40.39M 2.55% | 1.38M | 0.00 | 0.00 |
THREDUP INCDFND | CL A | 6.08M | SH | $38.82M 2.45% | 6.08M | 0.00 | 0.00 |
FORMFACTOR INCDFND | COM | 694.50K | SH | $38.74M 2.45% | 694.50K | 0.00 | 0.00 |
NOVA LTDDFND | COM | 111.75K | SH | $36.70M 2.32% | 111.75K | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCDFND | COM | 2.38M | SH | $34.41M 2.17% | 2.38M | 0.00 | 0.00 |
OIL DRI CORP AMERDFND | COM | 635K | SH | $31.08M 1.96% | 635K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 2.69M | SH | $29.64M 1.87% | 2.69M | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPDFND | COM | 1.13M | SH | $27.17M 1.72% | 1.13M | 0.00 | 0.00 |
COHERENT CORPDFND | COM | 137.50K | SH | $25.38M 1.60% | 137.50K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCDFND | COM | 657.50K | SH | $25.31M 1.60% | 657.50K | 0.00 | 0.00 |
PHOTRONICS INCDFND | COM | 775K | SH | $24.80M 1.57% | 775K | 0.00 | 0.00 |
ASURE SOFTWARE INCDFND | COM | 2.57M | SH | $24.21M 1.53% | 2.57M | 0.00 | 0.00 |
THERMON GROUP HLDGS INCDFND | COM | 620K | SH | $23.04M 1.46% | 620K | 0.00 | 0.00 |
VEECO INSTRS INC DELDFND | COM | 805K | SH | $23.01M 1.45% | 805K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELDFND | COM | 2.38M | SH | $22.25M 1.41% | 2.38M | 0.00 | 0.00 |
VITAL FARMS INCDFND | COM | 685K | SH | $21.88M 1.38% | 685K | 0.00 | 0.00 |
ARLO TECHNOLOGIES INCDFND | COM | 1.54M | SH | $21.54M 1.36% | 1.54M | 0.00 | 0.00 |
UNIVERSAL TECHNICAL INST INCDFND | COM | 807.50K | SH | $21.10M 1.33% | 807.50K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 130.50K | SH | $20.85M 1.32% | 130.50K | 0.00 | 0.00 |
CENTURI HOLDINGS INCDFND | COM SHS | 797.63K | SH | $20.14M 1.27% | 797.63K | 0.00 | 0.00 |
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