Needham Investment Management’s Research Solutions RSSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.32M	Hold	3,155,000	–	–	0.22%	95
2026 Q1	$7.13M	Buy	3,155,000 +10,000	+0.3%	+$25.6K	0.36%	74
2025 Q4	$9.25M	Buy	3,145,000 +45,000	+1%	+$140K	0.58%	52
2025 Q3	$11.6M	Buy	3,100,000 +170,000	+6%	+$521K	0.81%	41
2025 Q2	$8.41M	Hold	2,930,000	–	–	0.67%	48
2025 Q1	$7.62M	Buy	2,930,000 +50,000	+2%	+$171K	0.71%	48
2024 Q4	$12M	Buy	2,880,000 +5,000	+0.2%	+$15.8K	0.92%	38
2024 Q3	$7.85M	Buy	2,875,000 +150,000	+6%	+$404K	0.6%	52
2024 Q2	$6.95M	Buy	2,725,000 +712,500	+35%	+$2.02M	0.57%	51
2024 Q1	$6.36M	Buy	2,012,500 +737,500	+58%	+$2.12M	0.59%	47
2023 Q4	$3.31M	Buy	1,275,000 +525,000	+70%	+$1.28M	0.42%	67
2023 Q3	$1.85M	Buy	750,000 +217,500	+41%	+$483K	0.32%	73
2023 Q2	$1.09M	Buy	532,500 +7,500	+1%	+$15.7K	0.18%	88
2023 Q1	$1.06M	Buy	525,000 +45,000	+9%	+$94.4K	0.18%	93
2022 Q4	$926K	Buy	480,000 +48,583	+11%	+$99.1K	0.17%	92
2022 Q3	$880K	Buy	431,417 +331,417	+331%	+$618K	0.17%	90
2022 Q2	$177K	Buy	+100,000	New	+$195K	0.03%	117

Other funds holding RSSS

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Needham Investment Management held its Research Solutions (RSSS) position steady in Q2 2026 at 3,155,000 shares worth $7.32M. The position accounts for 0.22% of the portfolio, ranked #95.

Needham Investment Management first reported a position in RSSS in Q2 2022 and has held it in 17 quarters since. The position peaked at $12M in Q4 2024. 36 funds tracked by Wall St. Rank hold RSSS as of Q2 2026.

Needham Investment Management held 3,155,000 shares of Research Solutions worth $7.32M as of Q2 2026.
Needham Investment Management left its Research Solutions share count unchanged in Q2 2026.
Research Solutions made up 0.22% of Needham Investment Management's portfolio in Q2 2026, its #95 holding.
Needham Investment Management first reported a position in Research Solutions in Q2 2022 and has held it in 17 quarters since.
Needham Investment Management's Research Solutions position peaked at $12M in Q4 2024.
36 funds tracked by Wall St. Rank held Research Solutions as of Q2 2026.

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