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Needham Investment Management’s Universal Technical Institute UTI Stock Holding History

Needham Investment Management’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.2M Buy
1,030,000
+222,500
+28% +$7.02M 1.9% 11
2025
Q4 		$21.1M Buy
807,500
+257,500
+47% +$7.29M 1.33% 23
2025
Q3 		$17.9M Buy
550,000
+239,000
+77% +$7.02M 1.25% 25
2025
Q2 		$10.5M Buy
311,000
+5,000
+2% +$157K 0.84% 40
2025
Q1 		$7.86M Hold
306,000
– – 0.74% 46
2024
Q4 		$7.87M Buy
306,000
+6,000
+2% +$125K 0.61% 55
2024
Q3 		$4.88M Buy
300,000
+10,000
+3% +$171K 0.37% 75
2024
Q2 		$4.56M Buy
+290,000
New +$4.34M 0.37% 74

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Needham Investment Management increased its Universal Technical Institute (UTI) stake by 28% in Q1 2026, buying an estimated $7.02M and bringing the position to 1,030,000 shares worth $37.2M. The position accounts for 1.9% of the portfolio, ranked #11.

Needham Investment Management first reported a position in UTI in Q2 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Needham Investment Management held 1,030,000 shares of Universal Technical Institute worth $37.2M as of Q1 2026.
  • Needham Investment Management bought 222,500 Universal Technical Institute shares in Q1 2026, an estimated $7.02M.
  • Universal Technical Institute made up 1.9% of Needham Investment Management's portfolio in Q1 2026, its #11 holding.
  • Needham Investment Management first reported a position in Universal Technical Institute in Q2 2024 and has held it in 8 quarters since.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

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