# EDGAR Filing Document

**Accession Number:** 0001167212
**File Stem:** 0000919574-25-004696
**Filing Date:** 2025-8
**Character Count:** 25729
**Document Hash:** ce0332f82b77fd76a28d37757c147765
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000919574-25-004696.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0000919574-25-004696

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G/A

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NLIGHT, INC.
- **CENTRAL INDEX KEY:** 0001124796
- **STANDARD INDUSTRIAL CLASSIFICATION:** SEMICONDUCTORS & RELATED DEVICES [3674]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 912066376
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-90457
- **FILM NUMBER:** 251213452

**BUSINESS ADDRESS:**
- **STREET 1:** 4637 NW 18TH AVENUE
- **CITY:** CAMAS
- **STATE:** WA
- **ZIP:** 98607
- **BUSINESS PHONE:** 360-566-4460

**MAIL ADDRESS:**
- **STREET 1:** 4637 NW 18TH AVENUE
- **CITY:** CAMAS
- **STATE:** WA
- **ZIP:** 98607

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NLIGHT PHOTONICS CORP
- **DATE OF NAME CHANGE:** 20000925
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NEEDHAM INVESTMENT MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001167212

**ORGANIZATION NAME:**
- **EIN:** 223408336
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G/A

**BUSINESS ADDRESS:**
- **STREET 1:** 250 PARK AVENUE, 10TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10177
- **BUSINESS PHONE:** 212-705-0404

**MAIL ADDRESS:**
- **STREET 1:** 250 PARK AVENUE, 10TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10177

## Ex-99

<u>Exhibit A</u>

<u>JOINT FILING AGREEMENT</u>

The undersigned agree that this Schedule 13G Amendment No. 1 dated August 13, 2025 relating to the Common Stock, par value $0.0001 per share, of NLIGHT, INC. shall be filed on behalf of the undersigned.

---

| |
|:---|
| &nbsp;&nbsp; NEEDHAM INVESTMENT MANAGEMENT L.L.C.<br>By: /s/ James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Name: James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Title: Chief Financial Officer |

---

---

| |
|:---|
| &nbsp;&nbsp; NEEDHAM ASSET MANAGEMENT, LLC <br>By: /s/ James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Name: James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Title: Authorized Person |

---

---

| |
|:---|
| &nbsp;&nbsp; <br> NEEDHAM AGGRESSIVE GROWTH FUND<br>By: /s/ James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Name: James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Title: Chief Financial Officer |

---

---

| |
|:---|
| &nbsp;&nbsp; NEEDHAM GROWTH FUND<br>By: /s/ James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Name: James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Title: Chief Financial Officer |

---

---

| |
|:---|
| &nbsp;&nbsp; NEEDHAM SMALL CAP GROWTH FUND<br>By: /s/ James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Name: James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Title: Chief Financial Officer |

---

---

| |
|:---|
| &nbsp;&nbsp; NEEDHAM CONTRARIAN (QP) FUND, LP<br>By: /s/ James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Name: James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Title: Chief Financial Officer |

---

---

| |
|:---|
| &nbsp;&nbsp; NEEDHAM EMERGING GROWTH PARTNERS, LP<br>By: /s/ James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Name: James W. Giangrasso |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Title: Chief Financial Officer |

---

&nbsp;&nbsp; GEORGE A. NEEDHAM<br>By: /s/ George A. Needham<br>

## Ex-99

<u>Exhibit B</u>

<u>CONTROL PERSON IDENTIFICATION</u>

Needham Investment Management L.L.C. is the relevant entity for which each of Needham Asset Management, LLC and George A. Needham may be considered a control person.

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**(Amendment No. 1)**

**Issuer:** NLIGHT, INC.

**Title of Class of Securities:** Common Stock, par value $0.0001 per share

**CUSIP Number:** 65487K100

**Date of Event Which Requires Filing of this Statement:** 06/30/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [x] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [ ] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>Needham Investment Management L.L.C. | Names of Reporting Persons<br>Needham Investment Management L.L.C. |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1837740.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1837740.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1837740.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1837740.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>3.7% | Percent of Class Represented by Amount in Row (9)<br>3.7% |
| 12. | Type of Reporting Person (See Instructions)<br>IA, OO | Type of Reporting Person (See Instructions)<br>IA, OO |

---

| 1. | Names of Reporting Persons<br>Needham Asset Management, LLC | Names of Reporting Persons<br>Needham Asset Management, LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1837740.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1837740.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1837740.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1837740.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>3.7% | Percent of Class Represented by Amount in Row (9)<br>3.7% |
| 12. | Type of Reporting Person (See Instructions)<br>HC, OO | Type of Reporting Person (See Instructions)<br>HC, OO |

---

| 1. | Names of Reporting Persons<br>Needham Aggressive Growth Fund | Names of Reporting Persons<br>Needham Aggressive Growth Fund |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>MD | Citizenship or Place of Organization<br>MD |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1525000.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1525000.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1525000.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1525000.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>3.1% | Percent of Class Represented by Amount in Row (9)<br>3.1% |
| 12. | Type of Reporting Person (See Instructions)<br>IV, OO | Type of Reporting Person (See Instructions)<br>IV, OO |

---

| 1. | Names of Reporting Persons<br>Needham Growth Fund | Names of Reporting Persons<br>Needham Growth Fund |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>MD | Citizenship or Place of Organization<br>MD |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>0.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>0.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>0.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0% | Percent of Class Represented by Amount in Row (9)<br>0% |
| 12. | Type of Reporting Person (See Instructions)<br>IV, OO | Type of Reporting Person (See Instructions)<br>IV, OO |

---

| 1. | Names of Reporting Persons<br>Needham Small Cap Growth Fund | Names of Reporting Persons<br>Needham Small Cap Growth Fund |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>MD | Citizenship or Place of Organization<br>MD |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>150000.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>150000.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>150000.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>150000.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.3% | Percent of Class Represented by Amount in Row (9)<br>0.3% |
| 12. | Type of Reporting Person (See Instructions)<br>IV, OO | Type of Reporting Person (See Instructions)<br>IV, OO |

---

| 1. | Names of Reporting Persons<br>Needham Contrarian (QP) Fund, LP | Names of Reporting Persons<br>Needham Contrarian (QP) Fund, LP |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>35965.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>35965.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>35965.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>35965.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.1% | Percent of Class Represented by Amount in Row (9)<br>0.1% |
| 12. | Type of Reporting Person (See Instructions)<br>IV, OO | Type of Reporting Person (See Instructions)<br>IV, OO |

---

| 1. | Names of Reporting Persons<br>Needham Emerging Growth Partners, LP | Names of Reporting Persons<br>Needham Emerging Growth Partners, LP |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>126775.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>126775.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>126775.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>126775.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.3% | Percent of Class Represented by Amount in Row (9)<br>0.3% |
| 12. | Type of Reporting Person (See Instructions)<br>IV, OO | Type of Reporting Person (See Instructions)<br>IV, OO |

---

| 1. | Names of Reporting Persons<br>George A. Needham | Names of Reporting Persons<br>George A. Needham |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1837740.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1837740.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1837740.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1837740.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>3.7% | Percent of Class Represented by Amount in Row (9)<br>3.7% |
| 12. | Type of Reporting Person (See Instructions)<br>HC, IN | Type of Reporting Person (See Instructions)<br>HC, IN |

---

**Item 1(a). Name of Issuer:**
NLIGHT, INC.

**Item 1(b). Address of Issuer's Principal Executive Offices:**
4637 NW 18th Avenue, Camas, Washington 98607

**Item 2(a). Name of Person Filing:**
Needham Investment Management L.L.C.
Needham Asset Management, LLC
Needham Aggressive Growth Fund
Needham Growth Fund
Needham Small Cap Growth Fund
Needham Contrarian (QP) Fund, LP
Needham Emerging Growth Partners, LP
George A. Needham

**Item 2(b). Address of Principal Business Office:**
Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

Needham Asset Management, LLCc/o Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

Needham Aggressive Growth Fundc/o Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

Needham Growth Fundc/o Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

Needham Small Cap Growth Fundc/o Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

Needham Contrarian (QP) Fund, LPc/o Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

Needham Emerging Growth Partners, LPc/o Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

George A. Needhamc/o Needham Investment Management L.L.C.
250 Park Avenue, 10th Floor
New York, New York 10117-1099
United States of America

**Item 2(c). Citizenship:**
Needham Investment Management L.L.C. - Delaware
Needham Asset Management, LLC - Delaware
Needham Aggressive Growth Fund - Other - Maryland
Needham Growth Fund - Other - Maryland
Needham Small Cap Growth Fund - Other - Maryland
Needham Contrarian (QP) Fund, LP - Delaware
Needham Emerging Growth Partners, LP - Delaware
George A. Needham - United States

**Item 2(d). Title of Class of Securities:**
Common Stock, par value $0.0001 per share

**Item 2(e). CUSIP Number:**
65487K100

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [x] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [x] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

Needham Investment Management L.L.C. - 1,837,740
Needham Asset Management, LLC - 1,837,740
Needham Aggressive Growth Fund - 1,525,000
Needham Growth Fund - 0
Needham Small Cap Growth Fund - 150,000
Needham Contrarian (QP) Fund, LP - 35,965
Needham Emerging Growth Partners, LP - 126,775
George A. Needham - 1,837,740

**(b) Percent of class:**

Needham Investment Management L.L.C. - 3.7%
Needham Asset Management, LLC - 3.7%
Needham Aggressive Growth Fund - 3.1%
Needham Growth Fund - 0.0%
Needham Small Cap Growth Fund - 0.3%
Needham Contrarian (QP) Fund, LP - 0.1%
Needham Emerging Growth Partners, LP - 0.3%
George A. Needham - 3.7%

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

Needham Investment Management L.L.C. - 0
Needham Asset Management, LLC - 0
Needham Aggressive Growth Fund - 0
Needham Growth Fund - 0
Needham Small Cap Growth Fund - 0
Needham Contrarian (QP) Fund, LP - 0
Needham Emerging Growth Partners, LP - 0
George A. Needham - 0

**(ii) Shared power to vote or to direct the vote:**

Needham Investment Management L.L.C. - 1,837,740
Needham Asset Management, LLC - 1,837,740
Needham Aggressive Growth Fund - 1,525,000
Needham Growth Fund - 0
Needham Small Cap Growth Fund - 150,000
Needham Contrarian (QP) Fund, LP - 35,965
Needham Emerging Growth Partners, LP - 126,775
George A. Needham - 1,837,740

**(iii) Sole power to dispose or to direct the disposition of:**

Needham Investment Management L.L.C. - 0
Needham Asset Management, LLC - 0
Needham Aggressive Growth Fund - 0
Needham Growth Fund - 0
Needham Small Cap Growth Fund - 0
Needham Contrarian (QP) Fund, LP - 0
Needham Emerging Growth Partners, LP - 0
George A. Needham - 0

**(iv) Shared power to dispose or to direct the disposition of:**

Needham Investment Management L.L.C. - 1,837,740
Needham Asset Management, LLC - 1,837,740
Needham Aggressive Growth Fund - 1,525,000
Needham Growth Fund - 0
Needham Small Cap Growth Fund - 150,000
Needham Contrarian (QP) Fund, LP - 35,965
Needham Emerging Growth Partners, LP - 126,775
George A. Needham - 1,837,740

**Item 5. Ownership of Five Percent or Less of a Class.**

[ ] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

All of the securities reported in this Schedule 13G Amendment No. 1 are directly owned by advisory clients of Needham Investment Management L.L.C.  None of those advisory clients may be deemed to beneficially own more than 5% of the Common Stock, par value $0.0001 per share.

**Item 7. Identification and Classification of the Subsidiary**

Please see Exhibit B attached hereto.

**Item 8. Identification and Classification of Members of the Group**

Not Applicable

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Needham Investment Management L.L.C.**

**Date:** 08/13/2025

**By:** /s/ James W. Giangrasso

**Name & Title:** James W. Giangrasso/Chief Financial Officer

**Needham Asset Management, LLC**

**Date:** 08/13/2025

**By:** /s/ James W. Giangrasso

**Name & Title:** James W. Giangrasso/Authorized Person

**Needham Aggressive Growth Fund**

**Date:** 08/13/2025

**By:** /s/ James W. Giangrasso

**Name & Title:** James W. Giangrasso/Chief Financial Officer

**Needham Growth Fund**

**Date:** 08/13/2025

**By:** /s/ James W. Giangrasso

**Name & Title:** James W. Giangrasso/Chief Financial Officer

**Needham Small Cap Growth Fund**

**Date:** 08/13/2025

**By:** /s/ James W. Giangrasso

**Name & Title:** James W. Giangrasso/Chief Financial Officer

**Needham Contrarian (QP) Fund, LP**

**Date:** 08/13/2025

**By:** /s/ James W. Giangrasso

**Name & Title:** James W. Giangrasso/Chief Financial Officer

**Needham Emerging Growth Partners, LP**

**Date:** 08/13/2025

**By:** /s/ James W. Giangrasso

**Name & Title:** James W. Giangrasso/Chief Financial Officer

**George A. Needham**

**Date:** 08/13/2025

**By:** /s/ George A. Needham

**Name & Title:** George A. Needham