NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TDUP | 6.08M | $38.82M |
 | UIS | 4.81M | $13.28M |
 | ASPN | 4.35M | $12.32M |
 | AIP | 3.41M | $52.88M |
 | RSSS | 3.15M | $9.25M |
 | GENI | 2.69M | $29.64M |
 | ASUR | 2.57M | $24.21M |
 | VSH | 2.38M | $34.41M |
 | TTI | 2.38M | $22.25M |
 | PDFS | 1.97M | $56.06M |
 | LASR | 1.86M | $69.68M |
 | ARLO | 1.54M | $21.54M |
 | ADTN | 1.45M | $12.58M |
 | MTRX | 1.44M | $16.79M |
 | SMCI | 1.38M | $40.39M |
 | CMTL | 1.17M | $6.21M |
 | LINC | 1.13M | $27.17M |
 | ECVT | 1.02M | $9.92M |
 | UTI | 808K | $21.10M |
 | VECO | 805K | $23.01M |
ThredUp Inc.
TDUP
Shares Held
6.08M
Value
$38.82M
Unisys Corporation
UIS
Shares Held
4.81M
Value
$13.28M
Aspen Aerogels, Inc.
ASPN
Shares Held
4.35M
Value
$12.32M
Arteris, Inc.
AIP
Shares Held
3.41M
Value
$52.88M
Research Solutions, Inc.
RSSS
Shares Held
3.15M
Value
$9.25M
Genius Sports Limited
GENI
Shares Held
2.69M
Value
$29.64M
Asure Software, Inc.
ASUR
Shares Held
2.57M
Value
$24.21M
Vishay Intertechnology, Inc.
VSH
Shares Held
2.38M
Value
$34.41M
TETRA Technologies, Inc.
TTI
Shares Held
2.38M
Value
$22.25M
PDF Solutions, Inc.
PDFS
Shares Held
1.97M
Value
$56.06M
nLIGHT, Inc.
LASR
Shares Held
1.86M
Value
$69.68M
Arlo Technologies, Inc.
ARLO
Shares Held
1.54M
Value
$21.54M
ADTRAN Holdings, Inc.
ADTN
Shares Held
1.45M
Value
$12.58M
Matrix Service Company
MTRX
Shares Held
1.44M
Value
$16.79M
Super Micro Computer, Inc.
SMCI
Shares Held
1.38M
Value
$40.39M
Comtech Telecommunications Corp.
CMTL
Shares Held
1.17M
Value
$6.21M
Lincoln Educational Services Corporation
LINC
Shares Held
1.13M
Value
$27.17M
Ecovyst Inc.
ECVT
Shares Held
1.02M
Value
$9.92M
Universal Technical Institute, Inc.
UTI
Shares Held
808K
Value
$21.10M
Veeco Instruments Inc.
VECO
Shares Held
805K
Value
$23.01M