Needham Investment Management’s Mercury Systems MRCY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$729K	Hold	10,000	–	–	0.04%	148
2025 Q4	$730K	Hold	10,000	–	–	0.05%	144
2025 Q3	$774K	Hold	10,000	–	–	0.05%	139
2025 Q2	$539K	Sell	10,000 -17,500	-64%	-$852K	0.04%	140
2025 Q1	$1.18M	Sell	27,500 -2,500	-8%	-$110K	0.11%	117
2024 Q4	$1.26M	Sell	30,000 -5,000	-14%	-$191K	0.1%	126
2024 Q3	$1.29M	Sell	35,000 -52,500	-60%	-$1.85M	0.1%	121
2024 Q2	$2.36M	Buy	87,500 +27,500	+46%	+$802K	0.19%	103
2024 Q1	$1.77M	Buy	60,000 +20,000	+50%	+$603K	0.16%	105
2023 Q4	$1.46M	Buy	40,000 +15,000	+60%	+$541K	0.18%	101
2023 Q3	$927K	Buy	25,000 +5,000	+25%	+$184K	0.16%	94
2023 Q2	$692K	Buy	+20,000	New	+$854K	0.11%	97

Other funds holding MRCY

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Needham Investment Management held its Mercury Systems (MRCY) position steady in Q1 2026 at 10,000 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #148.

Needham Investment Management first reported a position in MRCY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.36M in Q2 2024. 356 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

Needham Investment Management held 10,000 shares of Mercury Systems worth $729K as of Q1 2026.
Needham Investment Management left its Mercury Systems share count unchanged in Q1 2026.
Mercury Systems made up 0.04% of Needham Investment Management's portfolio in Q1 2026, its #148 holding.
Needham Investment Management first reported a position in Mercury Systems in Q2 2023 and has held it in 12 quarters since.
Needham Investment Management's Mercury Systems position peaked at $2.36M in Q2 2024.
356 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

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