Needham Investment Management’s Luna Innovations Incorporated LUNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,175,000	Closed	-$2.54M	–	157
2024 Q4	$2.54M	Buy	1,175,000 +175,000	+18%	+$310K	0.2%	102
2024 Q3	$2.35M	Buy	1,000,000 +600,000	+150%	+$1.54M	0.18%	100
2024 Q2	$1.28M	Buy	+400,000	New	+$1.19M	0.11%	122
2015 Q4	–	Sell	-105,939	Closed	-$99K	–	106
2015 Q3	$99K	Hold	105,939	–	–	0.02%	103
2015 Q2	$109K	Buy	+105,939	New	+$130K	0.02%	105

Other funds holding LUNA

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Needham Investment Management's LUNA Position: Q1 2025 in Review

Needham Investment Management sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 1,175,000 shares — an estimated $2.54M sold.

Needham Investment Management first reported a position in LUNA in Q2 2015 and held it in 5 quarters. The position peaked at $2.54M in Q4 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

Needham Investment Management reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
Needham Investment Management sold 1,175,000 Luna Innovations Incorporated shares in Q1 2025, an estimated $2.54M.
Needham Investment Management first reported a position in Luna Innovations Incorporated in Q2 2015 and held it in 5 quarters.
Needham Investment Management's Luna Innovations Incorporated position peaked at $2.54M in Q4 2024.
10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Needham Investment Management's 13F filing for Q1 2025, filed 15 May 2025.