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| Needham Investment Management LLC
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| CRD # | 106783 |
| SEC # | 801-50449 |
| CIK # | 0001167212, 0001396716 |
| AUM | 1,801.0 M (2026-03-30) |
| Employees | 11 (27% Investors, 82% Brokers) |
| Phone | 212-371-8300 |
| Address | 250 Park Ave New York, NY 10177 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| nLight Inc | 109.6 | ||
| Vicor Corp | 84.0 | ||
| GS Acquisition Holdings Corp | 71.5 | ||
| PDF Solutions Inc | 66.2 | ||
| Arteris Inc | 65.0 | ||
| Formfactor Inc | 58.5 | ||
| Vishay Intertechnology Inc | 52.6 | ||
| Lincoln Educational Services Corp | 52.0 | ||
| Oil DRI Corp of America | 44.1 | ||
| Nova Measuring Instruments Ltd | 40.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Needham Contrarian Fund LP | 2012-03-28 | 10.1 M | |
| HF | Needham Contrarian QP Fund LP | 2012-03-28 | 64.3 M | |
| HF | Needham Emerging Growth Partners LP | 2012-03-28 | 205.4 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 3 | 1,531.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 269.7 |
| (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 | 5 | 1,801.0 |
| By Discretionary | ||
| Discretionary | 5 | 1,801.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,801.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,801.0 | |
| Total | 5 | 1,801.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001167212] | |
| 3 | [0001167212] | |
| SC 13G | [0001167212] | |
| 3 | [0001396716] | |
| 4 | [0001396716] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Precision Optics Corporation Inc | |
| Needham George A | |
| Needham Investment Management LLC | |
| Needham Aggressive Growth Fund | |
| KVH Industries Inc de | |
| Needham Group Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
KVH Industries Inc de KVHI
Common Stock, par value $0.01 per share
|
2022-12-15 | Buy | 1,200 | $9.80 | 11,760 |
|
KVH Industries Inc de KVHI
Common Stock, par value $0.01 per share
|
2022-12-14 | Buy | 2,500 | $9.90 | 24,750 |
|
KVH Industries Inc de KVHI
Common Stock, par value $0.01 per share
|
2022-06-06 | Buy | 8,350 | $7.79 | 65,046 |
|
KVH Industries Inc de KVHI
Common Stock, par value $0.01 per share
|
2022-06-02 | Buy | 2,650 | $7.58 | 20,087 |
|
KVH Industries Inc de KVHI
Common Stock, par value $0.01 per share
|
2022-05-27 | Buy | 4,500 | $7.75 | 34,875 |
| Related Firms | State | AUM |
|---|---|---|
|
Needham Investment Management LLC
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|
NY | 1,801.0 M |
|
Needham & Company LLC
✚
|
NY |
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|---|---|---|
|
Tiger Pacific Capital LP
✚
|
NY | 1,855.9 M |
|
Impactive Capital LP
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|
NY | 1,836.3 M |
|
Helix Partners Management LP
✚
|
NY | 1,825.1 M |
|
Grand Alliance Asset Management Ltd
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|
1,805.3 M | |
|
Governors Lane LP
✚
|
NY | 1,785.6 M |
|
Styrax Capital LP
✚
|
NY | 1,765.8 M |
|
OPTI Capital Management LP
✚
|
NY | 1,761.3 M |
|
Talos Eurisko Asset Management LP
✚
|
NY | 1,756.4 M |
|
Mycor Capital Management LLC
✚
|
CT | 1,753.2 M |
|
Caius Capital LLP
✚
|
1,751.0 M |