Needham Investment Management’s Carter's CRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-67,500	Closed	-$2.19M	–	178
2025 Q4	$2.19M	Sell	67,500 -2,500	-4%	-$78.1K	0.14%	119
2025 Q3	$1.98M	Sell	70,000 -6,500	-8%	-$186K	0.14%	113
2025 Q2	$2.3M	Sell	76,500 -43,000	-36%	-$1.46M	0.18%	100
2025 Q1	$4.89M	Sell	119,500 -37,300	-24%	-$1.79M	0.46%	62
2024 Q4	$8.5M	Sell	156,800 -22,750	-13%	-$1.3M	0.66%	53
2024 Q3	$11.7M	Sell	179,550 -8,200	-4%	-$527K	0.9%	39
2024 Q2	$11.6M	Buy	187,750 +59,500	+46%	+$4.13M	0.96%	34
2024 Q1	$10.9M	Buy	128,250 +41,000	+47%	+$3.25M	1.01%	30
2023 Q4	$6.53M	Buy	87,250 +23,750	+37%	+$1.65M	0.82%	33
2023 Q3	$4.39M	Buy	+63,500	New	+$4.54M	0.75%	39

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Needham Investment Management's CRI Position: Q1 2026 in Review

Needham Investment Management sold out of Carter's (CRI) in Q1 2026, closing a stake of 67,500 shares — an estimated $2.19M sold.

Needham Investment Management first reported a position in CRI in Q3 2023 and held it in 10 quarters. The position peaked at $11.7M in Q3 2024. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

Needham Investment Management reported no remaining Carter's position as of Q1 2026 after selling out during the quarter.
Needham Investment Management sold 67,500 Carter's shares in Q1 2026, an estimated $2.19M.
Needham Investment Management first reported a position in Carter's in Q3 2023 and held it in 10 quarters.
Needham Investment Management's Carter's position peaked at $11.7M in Q3 2024.
275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.