Funds holding Needham Funds Inc
ISIN US63983V6056 · United States · LEI 549300I20FS2UEMBPJ54
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 13.4M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SOUND MIND INVESTING Valued Advisers Trust | 315,022 | 10.8M $ | 11.69 % | as of Jul 31, 2026 ↗ |
| SMI MULTI-STRATEGY FUND Valued Advisers Trust | 77,745 | 2.7M $ | 4.69 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| SOUND MIND INVESTING Valued Advisers Trust | 11.69 % | as of Jul 31, 2026 ↗ |
| SMI MULTI-STRATEGY FUND Valued Advisers Trust | 4.69 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 2 | 0 | 392,768 | +173.2 % |
| 2026Q2 | 2 | 143,744 |
Cite this page
Titelia. "Funds holding Needham Funds Inc". https://titelia.com/en/stocks/needham-funds-inc-US63983V6056