Needham & Company LLC

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Assets, Funds, Holdings

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Needham & Company LLC
CRD #16360
SEC #801-62735
CIK #0001396716, 0001167212
AUM
Employees 170 (26% Investors, 91% Brokers)
Phone212-371-8300
Address250 Park Avenue
New York, NY 10177
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
1209672482402004201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SMCI 2,169.7 102.2
ASPN 530.8 54.8
PDFS 808.6 48.4
NVMI 2,656.5 41.2
FORM 3,076.5 34.6
ENTG 14,057.1 31.6
VICR 2,537.7 29.3
VECO 1,016.1 28.5
LASR 481.6 23.9
VRT 3,612.4 22.6
View All
Holdings by Sector ($MM)
1300104078052026002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 11 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001167212]
SC 13G [0001167212]
3 [0001396716]
4 [0001396716]
Form 13D/13G Filer Form 13D/13G Subject Filed
Needham Investment Management LLC Matrix Service Co [2024-09-13]
Needham Investment Management LLC Oil-Dri Corp of America [2024-08-14]
Needham Investment Management LLC Northern Technologies International Corp [2024-08-02]
Needham Investment Management LLC American Software Inc [2024-07-26]
Needham Investment Management LLC Arteris Inc [2024-06-27]
Needham Investment Management LLC Unisys Corp [2024-05-30]
Needham Investment Management LLC Alpha Pro Tech Ltd [2024-05-30]
Needham Investment Management LLC Precision Optics Corporation Inc [2024-05-17]
Needham Investment Management LLC Asure Software Inc [2024-03-21]
Needham Investment Management LLC ThredUp Inc [2024-03-14]
View All
Form 3/4/5 Subject 2011 - 2024
KVH Industries Inc de
Needham Group Inc
Needham George A
Related Firms State AUM ($BB)
Needham Investment Management LLC
NY 0.9
Needham & Company LLC
NY 0.0
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