NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TDUP | 5.67M | $53.63M |
 | UIS | 5.09M | $19.85M |
 | ASPN | 3.44M | $23.94M |
 | AIP | 3.33M | $33.58M |
 | RSSS | 3.10M | $11.56M |
 | ASUR | 2.53M | $20.77M |
 | GENI | 2.48M | $30.70M |
 | PDFS | 2.02M | $52.12M |
 | VSH | 1.83M | $27.99M |
 | LASR | 1.79M | $53.12M |
 | CMTL | 1.69M | $4.36M |
 | TTI | 1.52M | $8.77M |
 | MTRX | 1.44M | $18.77M |
 | SMCI | 1.41M | $67.36M |
 | ARLO | 1.31M | $22.16M |
 | ADTN | 1.18M | $11.02M |
 | ECVT | 980K | $8.58M |
 | LINC | 865K | $20.33M |
 | VECO | 810K | $24.65M |
 | EDUC | 800K | $1.06M |
ThredUp Inc.
TDUP
Shares Held
5.67M
Value
$53.63M
Unisys Corporation
UIS
Shares Held
5.09M
Value
$19.85M
Aspen Aerogels, Inc.
ASPN
Shares Held
3.44M
Value
$23.94M
Arteris, Inc.
AIP
Shares Held
3.33M
Value
$33.58M
Research Solutions, Inc.
RSSS
Shares Held
3.10M
Value
$11.56M
Asure Software, Inc.
ASUR
Shares Held
2.53M
Value
$20.77M
Genius Sports Limited
GENI
Shares Held
2.48M
Value
$30.70M
PDF Solutions, Inc.
PDFS
Shares Held
2.02M
Value
$52.12M
Vishay Intertechnology, Inc.
VSH
Shares Held
1.83M
Value
$27.99M
nLIGHT, Inc.
LASR
Shares Held
1.79M
Value
$53.12M
Comtech Telecommunications Corp.
CMTL
Shares Held
1.69M
Value
$4.36M
TETRA Technologies, Inc.
TTI
Shares Held
1.52M
Value
$8.77M
Matrix Service Company
MTRX
Shares Held
1.44M
Value
$18.77M
Super Micro Computer, Inc.
SMCI
Shares Held
1.41M
Value
$67.36M
Arlo Technologies, Inc.
ARLO
Shares Held
1.31M
Value
$22.16M
ADTRAN Holdings, Inc.
ADTN
Shares Held
1.18M
Value
$11.02M
Ecovyst Inc.
ECVT
Shares Held
980K
Value
$8.58M
Lincoln Educational Services Corporation
LINC
Shares Held
865K
Value
$20.33M
Veeco Instruments Inc.
VECO
Shares Held
810K
Value
$24.65M
Educational Development Corporation
EDUC
Shares Held
800K
Value
$1.06M