AI Holders Summary · Q4 2025

164 institutions reported AIP in Q4 2025. NEEDHAM INVESTMENT MANAGEMENT LLC leads at 16.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$53M3.4M3.34%Q4 2025 02

BlackRock, Inc.

CIK 0002012383

$35M2.1M0.00%Q1 2026 03

FRANKLIN RESOURCES INC

CIK 0000038777

$29M1.8M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$22M1.4M0.00%Q1 2026 05

Samjo Management, LLC

CIK 0001986590

$19M1.1M8.13%Q1 2026 06

GOLDMAN SACHS GROUP INC

CIK 0000886982

$16M948K0.00%Q1 2026 07

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$15M934K0.02%Q1 2026 08

Herald Investment Management Ltd

CIK 0001512022

$14M297K1.95%Q2 2026 09

STATE STREET CORP

CIK 0000093751

$13M817K0.00%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M791K0.00%Q1 2026 11

Nuveen, LLC

CIK 0001871926

$13M774K0.00%Q1 2026 12

Granahan Investment Management, LLC

CIK 0001026710

$12M713K0.57%Q1 2026 13

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$11M686K0.01%Q1 2026 14

FEDERATED HERMES, INC.

CIK 0001056288

$10M636K0.02%Q1 2026 15

G2 Investment Partners Management LLC

CIK 0001593404

$10M623K2.52%Q1 2026 16

JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414

$10M608K0.04%Q1 2026 17

NEXT CENTURY GROWTH INVESTORS LLC

CIK 0001134007

$10M590K0.70%Q1 2026 18

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$8M498K0.00%Q1 2026 19

WESTERLY CAPITAL MANAGEMENT, LLC

CIK 0001546172

$8M465K2.08%Q1 2026 20

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$8M465K0.06%Q1 2026

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