Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133865553
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
8 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Sep 23
N-PX
Annual report of proxy voting record
24 Aug 23
N-CEN
Annual report (registered investment company)
14 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
9 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Sep 22
N-PX
Annual report of proxy voting record
23 Aug 22
POS EX
Additional exhibits for listing
23 May 22
N-CEN
Annual report (registered investment company)
16 Mar 22
Latest ownership filings
NPORT-P
Needham Aggressive Growth Fund (Dec 2023 report)
27 Feb 24
NPORT-P
Needham Growth Fund (Dec 2023 report)
27 Feb 24
NPORT-P
Needham Small Cap Growth Fund (Dec 2023 report)
27 Feb 24
NPORT-P
Needham Aggressive Growth Fund (Sep 2023 report)
29 Nov 23
NPORT-P
Needham Small Cap Growth Fund (Sep 2023 report)
29 Nov 23
NPORT-P
Needham Growth Fund (Sep 2023 report)
29 Nov 23
NPORT-P
Needham Aggressive Growth Fund (Jun 2023 report)
14 Aug 23
NPORT-P
Needham Growth Fund (Jun 2023 report)
14 Aug 23
NPORT-P
Needham Small Cap Growth Fund (Jun 2023 report)
14 Aug 23
NPORT-P
Needham Growth Fund (Mar 2023 report)
24 May 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Needham Aggressive Growth Fund | NEAGX, NEAIX | 7.26 | -5.36 | -3.36 | 293.25 mm | 74 | Sep 2023 |
Needham Growth Fund | NEEGX, NEEIX | 7.57 | -9.11 | -5.85 | 137.03 mm | 59 | Sep 2023 |
Needham Small Cap Growth Fund | NESGX, NESIX | 3.88 | -10.96 | -2.94 | 147.43 mm | 41 | Sep 2023 |