Needham & Company

Analysts

Introduced as Needham & Company by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.

Coverage on earnings calls

• HUTHut 8 Corp.
• LAWCS Disco, Inc.
• MGNIMAGNITE, INC.
• SEZLSezzle Inc.
• VECOVEECO INSTRUMENTS INC
• VIAVVIAVI SOLUTIONS INC.
• VIRVir Biotechnology, Inc.
• VSHVISHAY INTERTECHNOLOGY INC
• BLZEBackblaze, Inc.
• ICHRICHOR HOLDINGS, LTD.
• ALHCAlignment Healthcare, Inc.
• PLXSPLEXUS CORP
• PRLBProto Labs Inc
• TNETTRINET GROUP, INC.
• COHUCOHU INC
• NOWServiceNow, Inc.
• PKEPARK AEROSPACE CORP

Recent rating changes

Upgrades, downgrades, initiations and target changes by Needham & Company named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.

13F holdings: the firm's own book

13F filing of Needham & Company's asset-management affiliate, Needham Investment Management LLC, for the quarter ended Jun 30, 2026, filed Aug 14, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what Needham & Company's brokerage clients hold; client positions are private.

Largest positions

Largest positions in the 13F filing

Rank	Holding	Class	Shares	Value	Weight
1	VICRVICOR CORP	COM	524,000	$199.0M	6.0%
2	AIPARTERIS INC	COM	3,927,500	$190.8M	5.7%
3	VSHVISHAY INTERTECHNOLOGY INC	COM	3,035,610	$163.3M	4.9%
4	PDFSPDF SOLUTIONS INC	COM	2,065,000	$146.2M	4.4%
5	LASRNLIGHT INC	COM	1,992,740	$138.7M	4.2%
6	VRTVERTIV HOLDINGS CO	COM CL A	285,750	$95.7M	2.9%
7	VPGVISHAY PRECISION GROUP INC	COM	599,000	$89.8M	2.7%
8	FORMFORMFACTOR INC	COM	547,500	$87.6M	2.6%
9	CECOCECO ENVIRONMENTAL CORP	COM	957,500	$86.9M	2.6%
10	ODCOIL DRI CORP AMER	COM	686,000	$70.1M	2.1%
11	TDUPTHREDUP INC	CL A	10,175,000	$69.7M	2.1%
12	LINCLINCOLN EDL SVCS CORP	COM	1,325,000	$66.1M	2.0%
13	VECOVEECO INSTRS INC DEL	COM	845,850	$64.1M	1.9%
14	TTITETRA TECHNOLOGIES INC DEL	COM	5,651,500	$64.0M	1.9%
15	SMCISUPER MICRO COMPUTER INC	COM NEW	1,858,500	$54.5M	1.6%
16	ELMTELMET GROUP CO (THE)	COMMON STOCK	2,639,416	$52.1M	1.6%
17	MKSIMKS INC.	COM	112,250	$49.9M	1.5%
18	UTIUNIVERSAL TECHNICAL INST INC	COM	1,130,000	$48.3M	1.5%
19	NOVA LTD	COM	88,650	$48.1M	1.4%
20	COHRCOHERENT CORP	COM	92,500	$36.5M	1.1%
21	KLACKLA CORP	COM NEW	102,500	$30.9M	0.9%
22	CRAICRA INTL INC	COM	215,506	$30.7M	0.9%
23	GENIUS SPORTS LIMITED	SHARES CL A	4,925,000	$29.8M	0.9%
24	VSATVIASAT INC	COM	330,600	$29.7M	0.9%
25	PSNPARSONS CORP DEL	COM	555,000	$29.1M	0.9%

Biggest additions

Largest increases vs the prior quarter

Holding	Change	Shares nowShares	Prior quarter	Value changeΔ value
ELMTELMET GROUP CO (THE)	New	2,639,416	0	+$52.1M
CECOCECO ENVIRONMENTAL CORP	Added	957,500	387,500	+$51.7M
KLACKLA CORP	Added	102,500	10,250	+$27.8M
TTITETRA TECHNOLOGIES INC DEL	Added	5,651,500	3,375,000	+$25.8M
LTRXLANTRONIX INC	New	3,150,000	0	+$18.5M
BMIBADGER METER INC	Added	145,000	30,000	+$17.1M
FELEFRANKLIN ELEC INC	New	154,200	0	+$16.5M
AMBQAMBIQ MICRO INC	Added	323,700	200,000	+$10.9M
CRAICRA INTL INC	Added	215,506	140,006	+$10.7M
DDD3D SYS CORP DEL	New	3,525,200	0	+$10.6M

Biggest reductions

Largest decreases vs the prior quarter

Holding	Change	Shares nowShares	Prior quarter	Value changeΔ value
8TGTHERMON GROUP HLDGS INC	Sold out	0	632,500	−$31.9M
ADTNADTRAN HOLDINGS INC	Reduced	450,000	1,228,500	−$10.8M
FORMFORMFACTOR INC	Reduced	547,500	603,500	−$9.0M
ASPNASPEN AEROGELS INC	Reduced	3,260,800	4,518,775	−$8.0M
HONGBPHONEYWELL INTL INC	Sold out	0	27,500	−$6.2M
COHUCOHU INC	Reduced	50,000	130,000	−$5.9M
COHRCOHERENT CORP	Reduced	92,500	105,500	−$5.1M
MKSIMKS INC.	Reduced	112,250	120,000	−$3.4M
VPGVISHAY PRECISION GROUP INC	Reduced	599,000	620,000	−$3.1M
TTMITTM TECHNOLOGIES INC	Reduced	72,500	87,500	−$2.8M

Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.