Needham Investment Management LLC Incresed Positions in Q3 2025

Needham Investment Management LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PDFS
Pdf Solutions Inc

Technology
105K
+ 5.49%
$18.97 - $26.12 $1.99M - $2.74M
2.02M $52.1M
VECO
Veeco Instruments Inc

Technology
89K
+ 12.34%
$19.94 - $30.43 $1.77M - $2.71M
810K $24.6M
UTI
Universal Technical Institute Inc

Consumer Defensive
239K
+ 76.85%
$25.5 - $33.42 $6.09M - $7.99M
550K $17.8M
TTI
Tetra Technologies Inc

Energy
775K
+ 103.33%
$3.23 - $5.89 $2.5M - $4.56M
1.53M $8.77M
GENI
Genius Sports LTD

Communication Services
125K
+ 5.31%
$9.74 - $13.55 $1.22M - $1.69M
2.48M $30.7M
ASPN
Aspen Aerogels Inc

Industrials
426K
+ 14.12%
$6.0 - $8.26 $2.55M - $3.51M
3.44M $23.9M
LINC
Lincoln Educational Services Corp

Consumer Defensive
256K
+ 41.92%
$18.81 - $24.5 $4.81M - $6.26M
865K $20.1M
WTTR
Select Energy Services, Inc.

Energy
475K
+ 475.0%
$7.91 - $11.05 $3.76M - $5.25M
575K $6.15M
AIP
Arteris, Inc.

Technology
370K
+ 12.52%
$8.59 - $13.0 $3.18M - $4.81M
3.33M $33.1M
FORM
Formfactor Inc

Technology
85K
+ 12.98%
$27.62 - $37.7 $2.35M - $3.2M
740K $27M
BRKR
Bruker Corp

Healthcare
180K
+ 81.41%
$29.35 - $43.93 $5.27M - $7.89M
400K $13M
VSH
Vishay Intertechnology Inc

Technology
304K
+ 19.96%
$13.76 - $17.88 $4.19M - $5.44M
1.83M $28M
PSN
Parsons Corp

Industrials
6K
+ 2.08%
$72.77 - $82.92 $437K - $498K
295K $24.5M
ATRO
Astronics Corp

Industrials
5K
+ 1.87%
$30.01 - $45.61 $150K - $228K
273K $12.4M
MKSI
Mks Instruments Inc

Technology
2K
+ 1.55%
$89.62 - $129.92 $179K - $260K
131K $16.2M
CRAI
Cra International, Inc.

Industrials
6.76K
+ 7.97%
$170.16 - $212.31 $1.15M - $1.43M
91.5K $19.1M
RSSS
Research Solutions, Inc.

Technology
170K
+ 5.8%
$2.56 - $3.96 $435K - $673K
3.1M $11.5M
MDU
Mdu Resources Group Inc

Industrials
126K
+ 31.98%
$15.85 - $17.81 $2M - $2.24M
520K $9.26M
CGNX
Cognex Corp

Technology
7.5K
+ 4.82%
$31.85 - $46.54 $239K - $349K
163K $7.38M
ESOA
Energy Services Of America Corp

Industrials
225K
+ 180.0%
$9.21 - $11.21 $2.07M - $2.52M
350K $3.65M
MYRG
Myr Group Inc.

Industrials
7.5K
+ 25.0%
$173.81 - $208.03 $1.3M - $1.56M
37.5K $7.8M
VITL
Vital Farms, Inc.

Consumer Defensive
15K
+ 2.96%
$35.27 - $52.41 $529K - $786K
523K $21.5M
CAMT
Camtek LTD

Technology
18.9K
+ 31.5%
$82.04 - $98.93 $1.55M - $1.87M
78.9K $6.97M
DD
Du Pont De Nemours, Inc.

Basic Materials
17.5K
+ 36.84%
$69.9 - $78.26 $1.22M - $1.37M
65K $5.06M
PRO
Pros Holdings, Inc.

Technology
20K
+ 13.33%
$14.1 - $23.02 $282K - $460K
170K $3.89M
ODC
Oil Dri Corp Of America

Basic Materials
12K
+ 2.14%
$56.1 - $68.91 $673K - $827K
574K $34.6M
ASML
Asml Holding Nv

Technology
400
+ 6.96%
$689.63 - $968.09 $276K - $387K
6.15K $5.95M
HQL
Tekla Life Sciences Investors

Financial Services
11.8K
+ 3.01%
$12.76 - $15.51 $150K - $183K
403K $6.26M
BMI
Badger Meter Inc

Technology
9K
+ 150.0%
$172.32 - $245.81 $1.55M - $2.21M
15K $2.68M
MKL
Markel Corp

Financial Services
825
+ 16.67%
$1898.34 - $2031.8 $1.57M - $1.68M
5.78K $11M
NTIC
Northern Technologies International Corp

Basic Materials
125K
+ 24.15%
$7.27 - $8.87 $905K - $1.1M
640K $4.95M
TRNS
Transcat Inc

Industrials
27K
+ 40.6%
$71.91 - $91.2 $1.94M - $2.46M
93.5K $6.84M
CEVA
Ceva Inc

Technology
22.5K
+ 19.57%
$20.7 - $26.55 $466K - $597K
138K $3.63M
ROG
Rogers Corp

Technology
5K
+ 9.09%
$64.78 - $83.94 $324K - $420K
60K $4.83M
ECVT
Ecovyst Inc.

Basic Materials
60K
+ 6.52%
$7.6 - $9.37 $456K - $562K
980K $8.58M
HQH
Tekla Healthcare Investors

Financial Services
8.75K
+ 3.09%
$15.58 - $18.46 $136K - $162K
292K $5.39M
ADTN
Adtran Inc

Technology
55K
+ 4.91%
$8.09 - $10.61 $445K - $584K
1.18M $11M
POWI
Power Integrations Inc

Technology
25K
+ 333.33%
$39.37 - $59.54 $984K - $1.49M
32.5K $1.31M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
100K
+ 100.0%
$5.54 - $8.76 $554K - $876K
200K $1.51M
MASS
908 Devices Inc.

Healthcare
72K
+ 48.0%
$5.44 - $8.76 $392K - $631K
222K $1.94M
MTN
Vail Resorts Inc

Consumer Cyclical
7.5K
+ 19.48%
$143.33 - $169.63 $1.07M - $1.27M
46K $6.88M
ICHR
Ichor Holdings, Ltd.

Technology
52.5K
+ 77.78%
$14.06 - $23.75 $738K - $1.25M
120K $2.1M
HLIT
Harmonic Inc

Technology
35K
+ 6.19%
$8.35 - $10.49 $292K - $367K
600K $6.11M
SMID
Smith Midland Corp

Basic Materials
6K
+ 2.76%
$33.04 - $43.24 $198K - $259K
223K $7.91M
CLH
Clean Harbors Inc

Industrials
2.08K
+ 3.41%
$225.84 - $250.43 $469K - $520K
63K $14.6M
MDT
Medtronic PLC

Healthcare
500
+ 1.0%
$87.67 - $95.74 $43.8K - $47.9K
50.5K $4.81M
UCTT
Ultra Clean Holdings, Inc.

Technology
10K
+ 28.57%
$21.63 - $29.38 $216K - $294K
45K $1.23M
NSIT
Insight Enterprises Inc

Technology
6K
+ 54.55%
$111.76 - $146.66 $671K - $880K
17K $1.93M
MATW
Matthews International Corp

Industrials
15.5K
+ 25.83%
$23.04 - $25.89 $357K - $401K
75.5K $1.83M
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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