NIM
THR

Needham Investment Management’s Thermon Group Holdings THR Stock Holding History

Needham Investment Management’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9M Buy
632,500
+12,500
+2% +$583K 1.63% 13
2025
Q4 		$23M Sell
620,000
-3,500
-0.6% -$115K 1.46% 18
2025
Q3 		$16.7M Hold
623,500
– – 1.16% 28
2025
Q2 		$17.5M Sell
623,500
-19,000
-3% -$515K 1.4% 23
2025
Q1 		$17.9M Sell
642,500
-12,500
-2% -$362K 1.68% 16
2024
Q4 		$18.8M Buy
655,000
+5,000
+0.8% +$147K 1.45% 21
2024
Q3 		$19.4M Buy
650,000
+115,000
+21% +$3.47M 1.49% 19
2024
Q2 		$16.5M Buy
535,000
+135,000
+34% +$4.33M 1.35% 20
2024
Q1 		$13.1M Buy
400,000
+207,500
+108% +$6.1M 1.22% 18
2023
Q4 		$6.27M Buy
192,500
+52,500
+38% +$1.56M 0.79% 36
2023
Q3 		$3.85M Buy
140,000
+17,500
+14% +$470K 0.65% 48
2023
Q2 		$3.26M Buy
122,500
+5,000
+4% +$116K 0.54% 55
2023
Q1 		$2.93M Hold
117,500
– – 0.51% 58
2022
Q4 		$2.36M Buy
117,500
+7,500
+7% +$139K 0.43% 63
2022
Q3 		$1.7M Hold
110,000
– – 0.33% 65
2022
Q2 		$1.55M Buy
110,000
+15,000
+16% +$231K 0.29% 74
2022
Q1 		$1.54M Buy
95,000
+40,000
+73% +$695K 0.22% 78
2021
Q4 		$931K Buy
+55,000
New +$962K 0.12% 93

Other funds holding THR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Needham Investment Management increased its Thermon Group Holdings (THR) stake by 2% in Q1 2026, buying an estimated $583K and bringing the position to 632,500 shares worth $31.9M. The position accounts for 1.63% of the portfolio, ranked #13.

Needham Investment Management first reported a position in THR in Q4 2021 and has held it in 18 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Needham Investment Management held 632,500 shares of Thermon Group Holdings worth $31.9M as of Q1 2026.
  • Needham Investment Management bought 12,500 Thermon Group Holdings shares in Q1 2026, an estimated $583K.
  • Thermon Group Holdings made up 1.63% of Needham Investment Management's portfolio in Q1 2026, its #13 holding.
  • Needham Investment Management first reported a position in Thermon Group Holdings in Q4 2021 and has held it in 18 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

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