Needham Aggressive Grow-InstNEAIX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$68.07avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Needham Aggressive Grow-Inst (NEAIX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($266K).
- Company
- Needham Aggressive Grow-Inst
- CUSIP
- 63983V506
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.22% | No change | 3,911 | $266K |
"% of holder's portfolio" is NEAIX's weight in each manager's 13F, not the share of Needham Aggressive Grow-Inst the manager owns.