NEEDHAM INVESTMENT MANAGEMENT LLC KLC — KINDERCARE LEARNING COMPANIE

Ownership history in NEEDHAM INVESTMENT MANAGEMENT LLC  ·  7 quarters on record

AI Ownership Summary

NEEDHAM INVESTMENT MANAGEMENT LLC reported KINDERCARE LEARNING COMPANIE (KLC) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows KLC at 0.01% 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.

What this KLC 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 KINDERCARE LEARNING COMPANIE, 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 Q2

KLC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

KLC stock page NEEDHAM INVESTMENT MANAGEMENT LLC fund profile NEEDHAM INVESTMENT MANAGEMENT LLC full holdings
How NEEDHAM INVESTMENT MANAGEMENT LLC held KLC — position size vs. price
% of Fund (quarterly)    KLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 40,810 — 0% 0.01% $173K 2026-08-14 $2.60
2026 Q1 UNCHANGED — — — 40,810 — 0% 0.00% $90K 2026-05-15 $4.02
2025 Q4 ADDED — — — 40,810 +810 +2.0% 0.01% $176K 2026-02-17 $4.33
2025 Q3 UNCHANGED — — — 40,000 — 0% 0.02% $266K 2025-11-14 $3.95
2025 Q2 REDUCED 47.5% -32.3% ✅ 40,000 -36,250 -47.5% 0.03% $404K 2025-08-14 $7.39
2025 Q1 ADDED — — — 76,250 +11,250 +17.3% 0.08% $884K 2025-05-15 $12.25
2024 Q4 INITIATED — — — 65,000 — — 0.09% $1.2M 2025-02-14 $20.55

🏢 Other funds also holding KLC

As of 2026 Q2 — sorted by position size

Partners Group Holding AG 3Y 7Y 23.59% Silver Point Capital L.P. 3Y 7Y 1.97% Villanova Investment Management Co LLC 1.12% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.12% Militia Capital Management LLC 0.04% CastleKnight Management LP 3Y 0.04% Diametric Capital, LP 3Y 7Y 0.03% Integrated Investment Consultants, LLC 3Y 7Y 0.02% AMICA MUTUAL INSURANCE CO 3Y 7Y 0.01% AMERICAN CENTURY COMPANIES INC 3Y 7Y 0.01%

FAQ About NEEDHAM INVESTMENT MANAGEMENT LLC and KLC

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 KLC?

NEEDHAM INVESTMENT MANAGEMENT LLC reported KLC across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for KLC was 0.09% in 2024 Q4.

What is the latest reported KLC position on this page?

The most recent filing on this page is 2026 Q2, when NEEDHAM INVESTMENT MANAGEMENT LLC reported 40,810 shares, equal to 0.01% of portfolio, with an estimated market value of $173K.

What does the chart on this KLC ownership page compare?

The chart compares NEEDHAM INVESTMENT MANAGEMENT LLC's quarterly KLC 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 KLC position?

Based on 13F filing dates vs. subsequent KLC price moves, NEEDHAM INVESTMENT MANAGEMENT LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on KLC relative to SPY over the holding period was -50.5%.

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