As of the latest SEC filings, Arteris, Inc. (AIP) is held by 156 institutional funds. The largest fund shareholder is Needham Aggressive Growth Fund (NEAGX), holding an estimated $50,964,000.00 in market value, representing 3.24% of its portfolio.
Funds holding Arteris, Inc. (AIP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AIP
- CIK:
- 0001667011
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NEAGX
Needham Aggressive Growth Fund
|
MF | Independent / Boutique | 3.24% | $50,964,000.00 | 3,100,000 | Mar 31, 2026 | May 19, 2026 |
|
FSGAX
Franklin Small-Mid Cap Growth Fund
|
MF | Franklin Templeton | 1.19% | $42,178,907.84 | 1,456,454 | Apr 30, 2026 | Jun 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $15,801,190.92 | 961,143 | Mar 31, 2026 | May 28, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.73% | $13,768,394.88 | 475,428 | Apr 30, 2026 | Jun 23, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.35% | $13,622,784.00 | 470,400 | Apr 30, 2026 | Jun 24, 2026 |
|
NESGX
Needham Small Cap Growth Fund
|
MF | Independent / Boutique | 7.77% | $13,480,800.00 | 820,000 | Mar 31, 2026 | May 19, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,581,170.32 | 765,278 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,906,532.16 | 307,546 | Apr 30, 2026 | Jun 26, 2026 |
|
QASGX
Federated Hermes MDT Small Cap Growth Fund
|
MF | Federated Hermes | 1.07% | $8,017,894.56 | 276,861 | Apr 30, 2026 | Jun 23, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,137,298.60 | 373,315 | Mar 31, 2026 | May 28, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.42% | $4,657,926.40 | 160,840 | Apr 30, 2026 | Jun 22, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $4,006,526.64 | 243,706 | Mar 31, 2026 | May 28, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.04% | $3,497,659.32 | 212,753 | Mar 31, 2026 | May 22, 2026 |
|
XSW
State Street(R) SPDR(R) S&P(R) Software & Services ETF
|
ETF | State Street (SPDR) | 0.83% | $3,107,044.92 | 188,993 | Mar 31, 2026 | May 28, 2026 |
|
JSML
Janus Henderson Small Cap Growth Alpha ETF
|
ETF | Independent / Boutique | 0.92% | $2,903,153.12 | 100,247 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,821,325.42 | 166,058 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Franklin Small-Mid Cap Growth VIP Fund
|
ETF | Franklin Templeton | 0.71% | $2,659,992.00 | 161,800 | Mar 31, 2026 | May 27, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,557,096.94 | 150,506 | Feb 28, 2026 | Apr 28, 2026 |
|
USCAX
Victory Small Cap Stock Fund
|
MF | Independent / Boutique | 0.27% | $2,474,776.80 | 85,455 | Apr 30, 2026 | Jun 25, 2026 |
|
GDSTX
Goldman Sachs Small Cap Equity Insights Fund
|
MF | Goldman Sachs | 0.33% | $2,427,658.88 | 83,828 | Apr 30, 2026 | Jun 22, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.03% | $1,990,449.76 | 68,731 | Apr 30, 2026 | Jun 25, 2026 |
|
ESCFX
1290 Essex Small Cap Growth Fund
|
MF | Independent / Boutique | 1.75% | $1,963,401.12 | 67,797 | Apr 30, 2026 | Jun 25, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.01% | $1,751,993.12 | 60,497 | Apr 30, 2026 | Jun 26, 2026 |
|
IMANX
Iman Fund
|
MF | Independent / Boutique | 0.67% | $1,555,128.68 | 91,532 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $1,289,833.08 | 78,457 | Mar 31, 2026 | May 28, 2026 |
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