AI Holders Summary · Q4 2025

31 institutions reported POCI in Q4 2025. NEEDHAM INVESTMENT MANAGEMENT LLC leads at 20.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$3M720K0.19%Q4 2025 02

Nantahala Capital Management, LLC

CIK 0001472322

$3M560K0.05%Q2 2026 03

MYDA Advisors LLC

CIK 0001589689

$2M375K0.28%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M326K0.00%Q2 2026 05

WealthTrust Axiom LLC

CIK 0001425949

$1M260K0.30%Q2 2026 06

MORGAN STANLEY

CIK 0000895421

$916K180K0.00%Q2 2026 07

HighTower Advisors, LLC

CIK 0001462245

$634K124K0.00%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$337K66K0.00%Q2 2026 09

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$276K54K0.00%Q2 2026 10

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$238K47K0.03%Q2 2026 11

Stonepine Capital Management, LLC

CIK 0001440771

$237K46K0.13%Q2 2026 12

CITADEL ADVISORS LLC

CIK 0001423053

$213K42K0.00%Q2 2026 13

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$198K39K0.00%Q2 2026 14

BlackRock, Inc.

CIK 0002012383

$138K27K0.00%Q2 2026 15

Mesirow Financial Investment Management, Inc.

CIK 0001469475

$119K23K0.00%Q2 2026 16

AMH Equity Ltd

CIK 0001600535

$109K25K0.14%Q3 2025 17

XTX Topco Ltd

CIK 0001828301

$83K16K0.00%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$75K15K0.00%Q2 2026 19

Legato Capital Management LLC

CIK 0001442641

$56K11K0.00%Q2 2026 20

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$51K10K0.00%Q2 2026

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