NEEDHAM INVESTMENT MANAGEMENT LLC HLIT — HARMONIC INC COM

Ownership history in NEEDHAM INVESTMENT MANAGEMENT LLC  ·  13 quarters on record

AI Ownership Summary

NEEDHAM INVESTMENT MANAGEMENT LLC reported HARMONIC INC COM (HLIT) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.67% in 2024 Q3. The latest visible filing shows HLIT at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEEDHAM INVESTMENT MANAGEMENT LLC's position in HARMONIC INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HLIT was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLIT stock page NEEDHAM INVESTMENT MANAGEMENT LLC fund profile NEEDHAM INVESTMENT MANAGEMENT LLC full holdings
How NEEDHAM INVESTMENT MANAGEMENT LLC held HLIT — position size vs. price
% of Fund (quarterly)    HLIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 668,000 +123,000 +22.6% 0.31% $6.0M 2026-05-15 $12.54
2025 Q4 REDUCED 9.2% -9.2% ✅ 545,000 -55,000 -9.2% 0.34% $5.4M 2026-02-17 $10.75
2025 Q3 ADDED — — — 600,000 +35,000 +6.2% 0.43% $6.1M 2025-11-14 $9.56
2025 Q2 UNCHANGED — — — 565,000 — 0% 0.43% $5.4M 2025-08-14 $8.89
2025 Q1 REDUCED 13.1% -1.2% ✅ 565,000 -85,000 -13.1% 0.51% $5.4M 2025-05-15 $9.60
2024 Q4 ADDED — — — 650,000 +50,000 +8.3% 0.66% $8.6M 2025-02-14 $10.06
2024 Q3 UNCHANGED — — — 600,000 — 0% 0.67% $8.7M 2024-11-14 $12.40
2024 Q2 ADDED — — — 600,000 +150,000 +33.3% 0.58% $7.1M 2024-08-14 $13.67
2024 Q1 ADDED — — — 450,000 +100,000 +28.6% 0.56% $6.0M 2024-05-15 $11.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HLIT

As of 2026 Q2 — sorted by position size

Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About NEEDHAM INVESTMENT MANAGEMENT LLC and HLIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEEDHAM INVESTMENT MANAGEMENT LLC reported owning HLIT?

NEEDHAM INVESTMENT MANAGEMENT LLC reported HLIT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HLIT position in NEEDHAM INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for HLIT was 0.67% in 2024 Q3.

What is the latest reported HLIT position on this page?

The most recent filing on this page is 2026 Q1, when NEEDHAM INVESTMENT MANAGEMENT LLC reported 668,000 shares, equal to 0.31% of portfolio, with an estimated market value of $6.0M.

What does the chart on this HLIT ownership page compare?

The chart compares NEEDHAM INVESTMENT MANAGEMENT LLC's quarterly HLIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEEDHAM INVESTMENT MANAGEMENT LLC time their HLIT position?

Based on 13F filing dates vs. subsequent HLIT price moves, NEEDHAM INVESTMENT MANAGEMENT LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on HLIT relative to SPY over the holding period was -20.5%.

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