NEEDHAM INVESTMENT MANAGEMENT LLC KVHI — KVH INDUSTRIES, INC. Common Stock

Ownership history in NEEDHAM INVESTMENT MANAGEMENT LLC  ·  89 quarters on record

AI Ownership Summary

NEEDHAM INVESTMENT MANAGEMENT LLC reported KVH INDUSTRIES, INC. Common Stock (KVHI) in 89 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.87% in 2024 Q1. The latest visible filing shows KVHI at 0.18% 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 KVHI 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 KVH INDUSTRIES, INC. Common Stock, 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

KVHI was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2024 Q1

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.

KVHI stock page NEEDHAM INVESTMENT MANAGEMENT LLC fund profile NEEDHAM INVESTMENT MANAGEMENT LLC full holdings
How NEEDHAM INVESTMENT MANAGEMENT LLC held KVHI — position size vs. price
% of Fund (quarterly)    KVHI 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 REDUCED — — — 385,000 -5,000 -1.3% 0.18% $3.4M 2026-05-15 $10.69
2025 Q4 REDUCED 23.4% +28.6% ❌ 390,000 -119,300 -23.4% 0.17% $2.7M 2026-02-17 $6.40
2025 Q3 REDUCED 31.1% +20.4% ❌ 509,300 -229,900 -31.1% 0.20% $2.9M 2025-11-14 $5.76
2025 Q2 REDUCED 20.2% +6.0% ❌ 739,200 -187,345 -20.2% 0.31% $3.9M 2025-08-14 $5.45
2025 Q1 REDUCED 16.9% +0.8% ❌ 926,545 -188,605 -16.9% 0.46% $4.9M 2025-05-15 $5.27
2024 Q4 REDUCED 13.7% -7.2% ✅ 1,115,150 -176,450 -13.7% 0.49% $6.4M 2025-02-14 $6.06
2024 Q3 REDUCED 7.2% +15.5% ❌ 1,291,600 -100,000 -7.2% 0.48% $6.2M 2024-11-14 $4.99
2024 Q2 REDUCED 23.9% +3.9% ❌ 1,391,600 -437,267 -23.9% 0.53% $6.5M 2024-08-14 $4.40
2024 Q1 REDUCED — — — 1,828,867 -18,983 -1.0% 0.87% $9.3M 2024-05-15 $5.13
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KVHI

As of 2026 Q2 — sorted by position size

TEMA ETFS LLC 0.17% Marquette Asset Management, LLC 3Y 7Y 0.04% Farther Finance Advisors, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About NEEDHAM INVESTMENT MANAGEMENT LLC and KVHI

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 KVHI?

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

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

The largest reported portfolio weight for KVHI was 0.87% in 2024 Q1.

What is the latest reported KVHI position on this page?

The most recent filing on this page is 2026 Q1, when NEEDHAM INVESTMENT MANAGEMENT LLC reported 385,000 shares, equal to 0.18% of portfolio, with an estimated market value of $3.4M.

What does the chart on this KVHI ownership page compare?

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

Based on 13F filing dates vs. subsequent KVHI price moves, NEEDHAM INVESTMENT MANAGEMENT LLC correctly timed 26 out of 51 reported position changes (51%). The annualised alpha on KVHI relative to SPY over the holding period was -5.5%.

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