NEEDHAM INVESTMENT MANAGEMENT LLC
Position in UTI — Universal Technical Institute Inc
CIK 1167212
NEW YORK, NY
Position in UTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,330,100
+$11,147,100 QoQ
Shares Held
1,130,000
+9.7% QoQ
Ownership
2.05%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#16
of 262 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $114,621,042 across 3 Education & Training Services names. UTI ranks #2 (42.2% of the industry book) .
All Filings in UTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,330,100 | 1,130,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $37,183,000 | 1,030,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,099,975 | 807,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,902,500 | 550,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,539,790 | 311,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,858,080 | 306,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,867,260 | 306,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,878,000 | 300,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,561,700 | 290,000 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||