Needham Investment Management’s Mobileye MBLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387K	Sell	40,000 -40,000	-50%	-$357K	0.01%	167
2026 Q1	$550K	Hold	80,000	–	–	0.03%	156
2025 Q4	$835K	Hold	80,000	–	–	0.05%	138
2025 Q3	$1.13M	Buy	80,000 +11,100	+16%	+$165K	0.08%	130
2025 Q2	$1.24M	Sell	68,900 -8,100	-11%	-$124K	0.1%	119
2025 Q1	$1.11M	Buy	77,000 +27,000	+54%	+$441K	0.1%	120
2024 Q4	$996K	Buy	+50,000	New	+$787K	0.08%	131

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Needham Investment Management reduced its Mobileye (MBLY) stake by 50% in Q2 2026, selling an estimated $357K and leaving 40,000 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #167.

Needham Investment Management first reported a position in MBLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q2 2025. 294 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

Needham Investment Management held 40,000 shares of Mobileye worth $387K as of Q2 2026.
Needham Investment Management sold 40,000 Mobileye shares in Q2 2026, an estimated $357K.
Mobileye made up 0.01% of Needham Investment Management's portfolio in Q2 2026, its #167 holding.
Needham Investment Management first reported a position in Mobileye in Q4 2024 and has held it in 7 quarters since.
Needham Investment Management's Mobileye position peaked at $1.24M in Q2 2025.
294 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

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