Needham Investment Management LLC Incresed Positions in Q2 2025

Needham Investment Management LLC

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARLO
Arlo Technologies, Inc.

Industrials
10K
+ 0.77%
$8.41 - $17.36 $84.1K - $174K
1.31M $22.2M
AIP
Arteris, Inc.

Technology
143K
+ 5.07%
$5.59 - $9.91 $797K - $1.41M
2.96M $28.2M
PDFS
Pdf Solutions Inc

Technology
48.5K
+ 2.6%
$16.41 - $21.44 $796K - $1.04M
1.91M $40.9M
LINC
Lincoln Educational Services Corp

Consumer Defensive
4.5K
+ 0.74%
$15.32 - $23.8 $68.9K - $107K
610K $14M
VITL
Vital Farms, Inc.

Consumer Defensive
2.5K
+ 0.5%
$30.52 - $38.52 $76.3K - $96.3K
508K $19.5M
UTI
Universal Technical Institute Inc

Consumer Defensive
5K
+ 1.63%
$25.25 - $35.9 $126K - $180K
311K $10.5M
MTN
Vail Resorts Inc

Consumer Cyclical
17K
+ 79.07%
$131.42 - $164.64 $2.23M - $2.8M
38.5K $6.05M
CAMT
Camtek LTD

Technology
12.5K
+ 26.32%
$50.56 - $84.56 $632K - $1.06M
60K $5.07M
SSSS
Suro Capital Corp.

Financial Services
60K
+ 15.85%
$4.46 - $8.41 $268K - $505K
439K $3.6M
RPD
Rapid7, Inc.

Technology
80K
+ 100.0%
$21.9 - $27.44 $1.75M - $2.2M
160K $3.7M
GENI
Genius Sports LTD

Communication Services
20K
+ 0.86%
$8.67 - $11.05 $173K - $221K
2.36M $24.5M
ASML
Asml Holding Nv

Technology
250
+ 4.55%
$595.37 - $815.24 $149K - $204K
5.75K $4.61M
TTI
Tetra Technologies Inc

Energy
285K
+ 61.29%
$2.13 - $3.77 $607K - $1.07M
750K $2.52M
VSH
Vishay Intertechnology Inc

Technology
58.4K
+ 3.98%
$10.57 - $15.97 $617K - $933K
1.53M $24.2M
EQIX
Equinix Inc

Real Estate
1.3K
+ 16.88%
$740.07 - $914.43 $962K - $1.19M
9K $7.16M
TRNS
Transcat Inc

Industrials
1.5K
+ 2.31%
$72.77 - $94.36 $109K - $142K
66.5K $5.72M
DD
Du Pont De Nemours, Inc.

Basic Materials
15K
+ 46.15%
$55.13 - $75.25 $827K - $1.13M
47.5K $3.26M
PRO
Pros Holdings, Inc.

Technology
70K
+ 87.5%
$13.98 - $20.02 $979K - $1.4M
150K $2.35M
SMID
Smith Midland Corp

Basic Materials
6K
+ 2.84%
$25.59 - $33.56 $154K - $201K
217K $7.28M
NSIT
Insight Enterprises Inc

Technology
5.5K
+ 100.0%
$128.11 - $147.65 $705K - $812K
11K $1.52M
CYRX
Cryoport, Inc.

Industrials
30K
+ 10.81%
$4.95 - $7.46 $149K - $224K
308K $2.29M
MXL
Maxlinear Inc

Technology
5K
+ 3.33%
$9.15 - $14.32 $45.8K - $71.6K
155K $2.2M
EXTR
Extreme Networks Inc

Technology
15K
+ 60.0%
$10.84 - $17.97 $163K - $270K
40K $718K
MATW
Matthews International Corp

Industrials
12.5K
+ 26.32%
$18.8 - $24.36 $235K - $305K
60K $1.43M
ICHR
Ichor Holdings, Ltd.

Technology
25.5K
+ 60.71%
$15.78 - $22.61 $402K - $577K
67.5K $1.33M
ASPN
Aspen Aerogels Inc

Industrials
277K
+ 10.12%
$4.31 - $6.63 $1.19M - $1.84M
3.01M $17.8M
TENB
Tenable Holdings, Inc.

Technology
10K
+ 100.0%
$30.45 - $35.17 $305K - $352K
20K $675K
ESOA
Energy Services Of America Corp

Industrials
25K
+ 25.0%
$7.99 - $11.54 $200K - $289K
125K $1.24M
GRC
Gorman Rupp CO

Industrials
1.5K
+ 1.08%
$31.36 - $39.03 $47K - $58.5K
140K $5.14M
HQL
Tekla Life Sciences Investors

Financial Services
12.9K
+ 3.41%
$10.87 - $13.02 $140K - $168K
392K $5.02M
CEVA
Ceva Inc

Technology
23K
+ 25.0%
$18.74 - $27.09 $431K - $623K
115K $2.53M
RTX
Raytheon Technologies Corp

Industrials
500
+ 7.14%
$113.75 - $148.48 $56.9K - $74.2K
7.5K $1.1M
POWI
Power Integrations Inc

Technology
2.5K
+ 50.0%
$42.13 - $59.01 $105K - $148K
7.5K $419K
LMAT
Lemaitre Vascular Inc

Healthcare
1.5K
+ 3.9%
$77.89 - $92.6 $117K - $139K
40K $3.32M
HQH
Tekla Healthcare Investors

Financial Services
18.7K
+ 7.07%
$14.14 - $16.32 $264K - $305K
283K $4.39M
SGH
Smart Global Holdings, Inc.

Technology
5K
+ 5.0%
N/A
105K $1.82M
Jacobs Solutions Inc
500
+ 2.33%
N/A
22K $0
ENTG
Entegris Inc

Technology
7K
+ 3.0%
$62.92 - $86.2 $440K - $603K
240K $19.4M
PLAB
Photronics Inc

Technology
12K
+ 1.6%
$16.71 - $20.93 $201K - $251K
762K $14.3M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Needham Investment Management LLC Portfolio

Follow Needham Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Needham Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Needham Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email