NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TDUP | 9.28M | $30.42M |
 | ASPN | 4.52M | $15.45M |
 | UIS | 4.43M | $9.17M |
 | GENI | 4.00M | $17.72M |
 | AIP | 3.95M | $64.98M |
 | TTI | 3.38M | $28.75M |
 | RSSS | 3.15M | $7.13M |
 | VSH | 2.92M | $52.56M |
 | ASUR | 2.61M | $22.42M |
 | PDFS | 2.02M | $66.16M |
 | LASR | 1.92M | $109.63M |
 | ARLO | 1.76M | $25.04M |
 | POCI | 1.67M | $7.33M |
 | SMCI | 1.62M | $36.81M |
 | MTRX | 1.44M | $16.47M |
 | LINC | 1.28M | $51.97M |
 | EVLV | 1.25M | $7.56M |
 | MASS | 1.24M | $7.59M |
 | ADTN | 1.23M | $15.45M |
 | CMTL | 1.17M | $3.90M |
ThredUp Inc.
TDUP
Shares Held
9.28M
Value
$30.42M
Aspen Aerogels, Inc.
ASPN
Shares Held
4.52M
Value
$15.45M
Unisys Corporation
UIS
Shares Held
4.43M
Value
$9.17M
Genius Sports Limited
GENI
Shares Held
4.00M
Value
$17.72M
Arteris, Inc.
AIP
Shares Held
3.95M
Value
$64.98M
TETRA Technologies, Inc.
TTI
Shares Held
3.38M
Value
$28.75M
Research Solutions, Inc.
RSSS
Shares Held
3.15M
Value
$7.13M
Vishay Intertechnology, Inc.
VSH
Shares Held
2.92M
Value
$52.56M
Asure Software, Inc.
ASUR
Shares Held
2.61M
Value
$22.42M
PDF Solutions, Inc.
PDFS
Shares Held
2.02M
Value
$66.16M
nLIGHT, Inc.
LASR
Shares Held
1.92M
Value
$109.63M
Arlo Technologies, Inc.
ARLO
Shares Held
1.76M
Value
$25.04M
Precision Optics Corporation, Inc.
POCI
Shares Held
1.67M
Value
$7.33M
Super Micro Computer, Inc.
SMCI
Shares Held
1.62M
Value
$36.81M
Matrix Service Company
MTRX
Shares Held
1.44M
Value
$16.47M
Lincoln Educational Services Corporation
LINC
Shares Held
1.28M
Value
$51.97M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
1.25M
Value
$7.56M
908 Devices Inc.
MASS
Shares Held
1.24M
Value
$7.59M
ADTRAN Holdings, Inc.
ADTN
Shares Held
1.23M
Value
$15.45M
Comtech Telecommunications Corp.
CMTL
Shares Held
1.17M
Value
$3.90M