Needham Investment Management’s Allegro MicroSystems ALGM Stock Holding History

Needham Investment Management’s Portfolio ALGM Stock Details ALGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.83M	Hold	55,000	–	–	0.12%	128
2026 Q1	$1.73M	Buy	55,000 +15,000	+38%	+$517K	0.09%	125
2025 Q4	$1.06M	Hold	40,000	–	–	0.07%	135
2025 Q3	$1.17M	Sell	40,000 -10,000	-20%	-$323K	0.08%	129
2025 Q2	$1.71M	Hold	50,000	–	–	0.14%	110
2025 Q1	$1.26M	Sell	50,000 -40,000	-44%	-$998K	0.12%	116
2024 Q4	$1.97M	Buy	90,000 +17,500	+24%	+$373K	0.15%	109
2024 Q3	$1.69M	Buy	72,500 +21,500	+42%	+$540K	0.13%	113
2024 Q2	$1.44M	Buy	51,000 +6,000	+13%	+$171K	0.12%	119
2024 Q1	$1.21M	Hold	45,000	–	–	0.11%	114
2023 Q4	$1.36M	Buy	+45,000	New	+$1.28M	0.17%	104
2022 Q2	–	Sell	-15,000	Closed	-$426K	–	122
2022 Q1	$426K	Hold	15,000	–	–	0.06%	112
2021 Q4	$543K	Sell	15,000 -3,000	-17%	-$97.7K	0.07%	101
2021 Q3	$575K	Sell	18,000 -26,873	-60%	-$792K	0.08%	102
2021 Q2	$1.24M	Sell	44,873 -131,280	-75%	-$3.43M	0.18%	80
2021 Q1	$4.47M	Buy	176,153 +107,500	+157%	+$3.07M	0.61%	58
2020 Q4	$1.83M	Buy	+68,653	New	+$1.66M	0.31%	72

Other funds holding ALGM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Needham Investment Management's ALGM Position: Q2 2026 in Review

Needham Investment Management held its Allegro MicroSystems (ALGM) position steady in Q2 2026 at 55,000 shares worth $3.83M. The position accounts for 0.12% of the portfolio, ranked #128.

Needham Investment Management first reported a position in ALGM in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.47M in Q1 2021. 374 funds tracked by Wall St. Rank hold ALGM as of Q2 2026.

Needham Investment Management held 55,000 shares of Allegro MicroSystems worth $3.83M as of Q2 2026.
Needham Investment Management left its Allegro MicroSystems share count unchanged in Q2 2026.
Allegro MicroSystems made up 0.12% of Needham Investment Management's portfolio in Q2 2026, its #128 holding.
Needham Investment Management first reported a position in Allegro MicroSystems in Q4 2020 and has held it in 17 quarters since.
Needham Investment Management's Allegro MicroSystems position peaked at $4.47M in Q1 2021.
374 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.