Needham Investment Management’s Educational Development Corp EDUC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Hold	800,000	–	–	0.05%	138
2025 Q4	$1.06M	Hold	800,000	–	–	0.07%	134
2025 Q3	$1.06M	Hold	800,000	–	–	0.07%	133
2025 Q2	$1.06M	Sell	800,000 -5,000	-0.6%	-$6.46K	0.08%	125
2025 Q1	$1.1M	Hold	805,000	–	–	0.1%	121
2024 Q4	$1.33M	Hold	805,000	–	–	0.1%	122
2024 Q3	$1.88M	Buy	805,000 +55,000	+7%	+$113K	0.14%	109
2024 Q2	$1.42M	Buy	750,000 +75,000	+11%	+$156K	0.12%	120
2024 Q1	$1.4M	Buy	675,000 +115,000	+21%	+$198K	0.13%	111
2023 Q4	$650K	Hold	560,000	–	–	0.08%	117
2023 Q3	$594K	Buy	560,000 +85,000	+18%	+$121K	0.1%	99
2023 Q2	$565K	Buy	475,000 +25,000	+6%	+$42.6K	0.09%	101
2023 Q1	$1.32M	Buy	450,000 +50,000	+13%	+$171K	0.23%	85
2022 Q4	$1.26M	Buy	400,000 +175,000	+78%	+$481K	0.23%	79
2022 Q3	$542K	Hold	225,000	–	–	0.11%	101
2022 Q2	$950K	Buy	225,000 +80,000	+55%	+$446K	0.18%	93
2022 Q1	$1.12M	Buy	145,000 +114,023	+368%	+$897K	0.16%	92
2021 Q4	$276K	Buy	+30,977	New	+$287K	0.03%	113

Other funds holding EDUC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Needham Investment Management held its Educational Development Corp (EDUC) position steady in Q1 2026 at 800,000 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #138.

Needham Investment Management first reported a position in EDUC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.88M in Q3 2024. 20 funds tracked by Wall St. Rank hold EDUC as of Q1 2026.

Needham Investment Management held 800,000 shares of Educational Development Corp worth $1.01M as of Q1 2026.
Needham Investment Management left its Educational Development Corp share count unchanged in Q1 2026.
Educational Development Corp made up 0.05% of Needham Investment Management's portfolio in Q1 2026, its #138 holding.
Needham Investment Management first reported a position in Educational Development Corp in Q4 2021 and has held it in 18 quarters since.
Needham Investment Management's Educational Development Corp position peaked at $1.88M in Q3 2024.
20 funds tracked by Wall St. Rank held Educational Development Corp as of Q1 2026.

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