Filed: 5/15/2026ACC: 0000919574-26-003133
📋 What this filing means
NEEDHAM INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $1.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$1.96B
Total AUM (reported)
83.30M
Total Shares
Allocation by class
COM$1.52B77.9%
COM CL A$88.98M4.5%
COM NEW$87.52M4.5%
COM SHS$59.20M3.0%
CL A$50.90M2.6%
SHS$29.66M1.5%
SHARES CL A$17.72M0.9%
Portfolio Concentration
Top 3$265.15M13.6%
4–10$378.32M19.3%
11–25$416.02M21.3%
Rest$897.32M45.9%
Top 3 weight
13.6%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 83.30M
Sole
Full voting authority
83.30M
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
Other154
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings176
Rows:
NLIGHT INC
DFNDShares1.92M
TypeSH
Market value$109.63M
5.60%
Sole
1.92M
Shared
0.00
None
0.00
VICOR CORP
DFNDShares522K
TypeSH
Market value$84.04M
4.29%
Sole
522K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares285.25K
TypeSH
Market value$71.48M
3.65%
Sole
285.25K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
DFNDShares2.02M
TypeSH
Market value$66.16M
3.38%
Sole
2.02M
Shared
0.00
None
0.00
ARTERIS INC
DFNDShares3.95M
TypeSH
Market value$64.98M
3.32%
Sole
3.95M
Shared
0.00
None
0.00
FORMFACTOR INC
DFNDShares603.50K
TypeSH
Market value$58.53M
2.99%
Sole
603.50K
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
DFNDShares2.92M
TypeSH
Market value$52.56M
2.69%
Sole
2.92M
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
DFNDShares1.28M
TypeSH
Market value$51.97M
2.66%
Sole
1.28M
Shared
0.00
None
0.00
OIL DRI CORP AMER
DFNDShares677.50K
TypeSH
Market value$44.10M
2.25%
Sole
677.50K
Shared
0.00
None
0.00
NOVA LTD
DFNDShares92.15K
TypeSH
Market value$40.02M
2.05%
Sole
92.15K
Shared
0.00
None
0.00
UNIVERSAL TECHNICAL INST INC
DFNDShares1.03M
TypeSH
Market value$37.18M
1.90%
Sole
1.03M
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
DFNDShares1.62M
TypeSH
Market value$36.81M
1.88%
Sole
1.62M
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
DFNDShares632.50K
TypeSH
Market value$31.88M
1.63%
Sole
632.50K
Shared
0.00
None
0.00
THREDUP INC
DFNDShares9.28M
TypeSH
Market value$30.42M
1.55%
Sole
9.28M
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
DFNDShares880K
TypeSH
Market value$29.80M
1.52%
Sole
880K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
DFNDShares3.38M
TypeSH
Market value$28.75M
1.47%
Sole
3.38M
Shared
0.00
None
0.00
MKS INC.
DFNDShares120K
TypeSH
Market value$27.58M
1.41%
Sole
120K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
DFNDShares620K
TypeSH
Market value$26.92M
1.38%
Sole
620K
Shared
0.00
None
0.00
COHERENT CORP
DFNDShares105.50K
TypeSH
Market value$25.13M
1.28%
Sole
105.50K
Shared
0.00
None
0.00
ARLO TECHNOLOGIES INC
DFNDShares1.76M
TypeSH
Market value$25.04M
1.28%
Sole
1.76M
Shared
0.00
None
0.00
PHOTRONICS INC
DFNDShares605K
TypeSH
Market value$24.45M
1.25%
Sole
605K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
DFNDShares817.63K
TypeSH
Market value$23.88M
1.22%
Sole
817.63K
Shared
0.00
None
0.00
CECO ENVIRONMENTAL CORP
DFNDShares387.50K
TypeSH
Market value$23.09M
1.18%
Sole
387.50K
Shared
0.00
None
0.00
CRA INTL INC
DFNDShares140.01K
TypeSH
Market value$22.66M
1.16%
Sole
140.01K
Shared
0.00
None
0.00
ASURE SOFTWARE INC
DFNDShares2.61M
TypeSH
Market value$22.42M
1.15%
Sole
2.61M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NLIGHT INCDFND | COM | 1.92M | SH | $109.63M 5.60% | 1.92M | 0.00 | 0.00 |
VICOR CORPDFND | COM | 522K | SH | $84.04M 4.29% | 522K | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 285.25K | SH | $71.48M 3.65% | 285.25K | 0.00 | 0.00 |
PDF SOLUTIONS INCDFND | COM | 2.02M | SH | $66.16M 3.38% | 2.02M | 0.00 | 0.00 |
ARTERIS INCDFND | COM | 3.95M | SH | $64.98M 3.32% | 3.95M | 0.00 | 0.00 |
FORMFACTOR INCDFND | COM | 603.50K | SH | $58.53M 2.99% | 603.50K | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCDFND | COM | 2.92M | SH | $52.56M 2.69% | 2.92M | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPDFND | COM | 1.28M | SH | $51.97M 2.66% | 1.28M | 0.00 | 0.00 |
OIL DRI CORP AMERDFND | COM | 677.50K | SH | $44.10M 2.25% | 677.50K | 0.00 | 0.00 |
NOVA LTDDFND | COM | 92.15K | SH | $40.02M 2.05% | 92.15K | 0.00 | 0.00 |
UNIVERSAL TECHNICAL INST INCDFND | COM | 1.03M | SH | $37.18M 1.90% | 1.03M | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCDFND | COM NEW | 1.62M | SH | $36.81M 1.88% | 1.62M | 0.00 | 0.00 |
THERMON GROUP HLDGS INCDFND | COM | 632.50K | SH | $31.88M 1.63% | 632.50K | 0.00 | 0.00 |
THREDUP INCDFND | CL A | 9.28M | SH | $30.42M 1.55% | 9.28M | 0.00 | 0.00 |
VEECO INSTRS INC DELDFND | COM | 880K | SH | $29.80M 1.52% | 880K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELDFND | COM | 3.38M | SH | $28.75M 1.47% | 3.38M | 0.00 | 0.00 |
MKS INC.DFND | COM | 120K | SH | $27.58M 1.41% | 120K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCDFND | COM | 620K | SH | $26.92M 1.38% | 620K | 0.00 | 0.00 |
COHERENT CORPDFND | COM | 105.50K | SH | $25.13M 1.28% | 105.50K | 0.00 | 0.00 |
ARLO TECHNOLOGIES INCDFND | COM | 1.76M | SH | $25.04M 1.28% | 1.76M | 0.00 | 0.00 |
PHOTRONICS INCDFND | COM | 605K | SH | $24.45M 1.25% | 605K | 0.00 | 0.00 |
CENTURI HOLDINGS INCDFND | COM SHS | 817.63K | SH | $23.88M 1.22% | 817.63K | 0.00 | 0.00 |
CECO ENVIRONMENTAL CORPDFND | COM | 387.50K | SH | $23.09M 1.18% | 387.50K | 0.00 | 0.00 |
CRA INTL INCDFND | COM | 140.01K | SH | $22.66M 1.16% | 140.01K | 0.00 | 0.00 |
ASURE SOFTWARE INCDFND | COM | 2.61M | SH | $22.42M 1.15% | 2.61M | 0.00 | 0.00 |
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