Needham Investment Management’s Hewlett Packard HPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Hold	74,000	–	–	0.09%	124
2025 Q4	$1.78M	Hold	74,000	–	–	0.11%	124
2025 Q3	$1.82M	Sell	74,000 -10,000	-12%	-$221K	0.13%	119
2025 Q2	$1.72M	Hold	84,000	–	–	0.14%	109
2025 Q1	$1.3M	Buy	84,000 +1,500	+2%	+$29.9K	0.12%	115
2024 Q4	$1.76M	Buy	82,500 +2,000	+2%	+$42.2K	0.14%	114
2024 Q3	$1.65M	Buy	80,500 +29,000	+56%	+$554K	0.13%	114
2024 Q2	$1.09M	Buy	51,500 +24,000	+87%	+$442K	0.09%	125
2024 Q1	$488K	Hold	27,500	–	–	0.05%	126
2023 Q4	$467K	Buy	27,500 +2,500	+10%	+$40.7K	0.06%	122
2023 Q3	$434K	Buy	25,000 +5,000	+25%	+$86K	0.07%	107
2023 Q2	$336K	Buy	20,000 +2,500	+14%	+$38.2K	0.06%	113
2023 Q1	$279K	Hold	17,500	–	–	0.05%	114
2022 Q4	$279K	Hold	17,500	–	–	0.05%	110
2022 Q3	$210K	Buy	17,500 +2,500	+17%	+$34K	0.04%	112
2022 Q2	$199K	Buy	+15,000	New	+$227K	0.04%	116

Other funds holding HPE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Needham Investment Management held its Hewlett Packard (HPE) position steady in Q1 2026 at 74,000 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #124.

Needham Investment Management first reported a position in HPE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.82M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Needham Investment Management held 74,000 shares of Hewlett Packard worth $1.76M as of Q1 2026.
Needham Investment Management left its Hewlett Packard share count unchanged in Q1 2026.
Hewlett Packard made up 0.09% of Needham Investment Management's portfolio in Q1 2026, its #124 holding.
Needham Investment Management first reported a position in Hewlett Packard in Q2 2022 and has held it in 16 quarters since.
Needham Investment Management's Hewlett Packard position peaked at $1.82M in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

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