Herald Investment Management

Latest statistics and disclosures from Herald Investment Management's latest quarterly 13F-HR filing:

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Positions held by Herald Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Herald Investment Management

Herald Investment Management holds 101 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer (SMCI) 12.8 $60M -28% 220k 273.92
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Fabrinet (FN) 6.8 $32M 193k 166.57
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Silicon Motion Technology Corp Adr (SIMO) 4.2 $20M 385k 51.21
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Descartes Sys Grp (DSGX) 4.1 $19M -7% 260k 73.38
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Varonis Sys (VRNS) 3.3 $15M 503k 30.52
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Pegasystems (PEGA) 3.0 $14M 327k 43.40
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Radware Ltd ord (RDWR) 3.0 $14M 825k 16.92
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SPS Commerce (SPSC) 2.5 $12M -9% 70k 170.23
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Qualys (QLYS) 2.5 $12M 76k 152.53
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Arlo Technologies (ARLO) 2.4 $11M 1.1M 10.29
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Celestica (CLS) 2.3 $11M 450k 24.48
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Cogent Communications (CCOI) 2.2 $11M +9% 170k 61.82
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Avid Technology 1.9 $8.7M +8% 325k 26.87
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Vicor Corporation (VICR) 1.8 $8.2M 140k 58.86
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Kulicke and Soffa Industries (KLIC) 1.7 $8.1M 166k 48.63
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Microsoft Corporation (MSFT) 1.7 $8.0M 25k 315.75
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Cyberark Software (CYBR) 1.4 $6.7M 41k 163.63
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Ceva (CEVA) 1.3 $6.3M 325k 19.38
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Harmonic (HLIT) 1.3 $6.3M +13% 650k 9.64
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Alphabet Inc Class A cs (GOOGL) 1.3 $6.1M 47k 130.86
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D R S Technologies (DRS) 1.2 $5.8M 350k 16.71
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Apple (AAPL) 1.1 $5.4M 32k 171.21
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Amazon (AMZN) 1.1 $5.2M 41k 127.12
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Tower Semiconductor (TSEM) 1.0 $4.9M 198k 24.55
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Advanced Micro Devices (AMD) 1.0 $4.8M 47k 102.82
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Jfrog (FROG) 1.0 $4.8M +8% 190k 25.32
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N-able (NABL) 1.0 $4.7M 363k 12.89
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Ribbon Communication (RBBN) 0.8 $3.8M 1.4M 2.67
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HealthStream (HSTM) 0.8 $3.8M 175k 21.58
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Lantronix (LTRX) 0.8 $3.7M 850k 4.41
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Ttec Holdings (TTEC) 0.8 $3.7M 140k 26.19
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Engagesmart (ESMT) 0.8 $3.6M NEW 200k 17.99
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FormFactor (FORM) 0.8 $3.6M 103k 34.93
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Vertex (VERX) 0.7 $3.5M 150k 23.10
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Quicklogic Corp. (QUIK) 0.7 $3.4M 407k 8.44
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Aviat Networks (AVNW) 0.7 $3.4M 110k 31.15
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Five9 (FIVN) 0.7 $3.4M 53k 64.28
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Arista Networks (ANET) 0.7 $3.4M 18k 183.93
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Ooma (OOMA) 0.7 $3.4M +15% 260k 12.98
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Yelp Inc cl a (YELP) 0.7 $3.3M 80k 41.59
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Adtran Holdings (ADTN) 0.7 $3.3M +33% 400k 8.22
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Silicom (SILC) 0.7 $3.2M 125k 25.87
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First Advantage Corp (FA) 0.7 $3.1M +28% 225k 13.77
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American Software (AMSWA) 0.7 $3.1M +22% 270k 11.45
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Power Integrations (POWI) 0.6 $2.9M 38k 76.22
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Apex Technology Acqui-cl A (AVPT) 0.6 $2.8M +20% 425k 6.70
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Alkami Technology (ALKT) 0.6 $2.7M 150k 18.18
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Everspin Technologies (MRAM) 0.6 $2.7M 275k 9.82
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Valens Semiconductor (VLN) 0.6 $2.7M +16% 999k 2.66
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Couchbase (BASE) 0.5 $2.6M 150k 17.13
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Thryv Hldgs (THRY) 0.5 $2.5M 135k 18.76
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Teradata Corporation (TDC) 0.5 $2.5M +34% 55k 45.02
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Micron Technology (MU) 0.5 $2.4M 36k 68.03
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Ci&t (CINT) 0.5 $2.3M NEW 355k 6.49
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Pagerduty (PD) 0.5 $2.2M 100k 22.49
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Cadence Design Systems (CDNS) 0.5 $2.2M 9.5k 234.30
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Jamf Hldg Corp (JAMF) 0.5 $2.2M 125k 17.64
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NetApp (NTAP) 0.5 $2.2M -18% 29k 75.88
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Avidxchange Holdings (AVDX) 0.5 $2.2M NEW 230k 9.46
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Onespan (OSPN) 0.5 $2.1M 200k 10.74
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Bandwidth (BAND) 0.4 $2.0M 180k 11.27
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ChipMOS TECHNOLOGIES Adr (IMOS) 0.4 $1.9M 84k 22.95
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Arrow Electronics (ARW) 0.4 $1.9M 15k 125.24
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Intellicheck Mobilisa (IDN) 0.4 $1.9M +12% 850k 2.22
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Rimini Str Inc Del (RMNI) 0.4 $1.9M 850k 2.20
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ViaSat (VSAT) 0.4 $1.8M 100k 18.46
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Radcom (RDCM) 0.4 $1.8M 210k 8.63
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Zoom Video Communications In cl a (ZM) 0.4 $1.8M 26k 69.94
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Teradyne (TER) 0.4 $1.8M 18k 100.46
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Issuer Direct Corporation (ISDR) 0.4 $1.7M 90k 18.50
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LivePerson (LPSN) 0.4 $1.7M 426k 3.88
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Akamai Technologies (AKAM) 0.3 $1.6M 15k 106.54
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Secureworks Corp Cl A (SCWX) 0.3 $1.6M 250k 6.20
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Arteris (AIP) 0.3 $1.5M 237k 6.50
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Genasys (GNSS) 0.3 $1.5M NEW 750k 2.01
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Wayside Technology (CLMB) 0.3 $1.5M +77% 35k 43.01
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Brightcove (BCOV) 0.3 $1.4M 425k 3.29
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Inuvo (INUV) 0.3 $1.3M 6.1M 0.21
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Checkpoint Systems 0.3 $1.2M 9.2k 133.28
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Freshworks (FRSH) 0.3 $1.2M 61k 19.92
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Digital Turbine (APPS) 0.3 $1.2M 200k 6.04
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Dynatrace (DT) 0.3 $1.2M 26k 46.73
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One Stop Systems (OSS) 0.2 $1.1M 626k 1.81
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Nlight (LASR) 0.2 $1.0M 100k 10.40
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Akoustis Technologies (AKTS) 0.2 $982k 1.3M 0.75
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Emcore Corp (EMKR) 0.2 $950k NEW 2.0M 0.47
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Streamline Health Solutions (STRM) 0.2 $911k 979k 0.93
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Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $826k 9.5k 86.90
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Cognyte Software (CGNT) 0.2 $720k 150k 4.80
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Intel Corporation (INTC) 0.1 $676k 19k 35.55
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Texas Instruments Incorporated (TXN) 0.1 $652k 4.1k 159.01
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Quantum Corp Dlt & Storage (QMCO) 0.1 $610k 1.0M 0.61
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Aware (AWRE) 0.1 $585k +202% 430k 1.36
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Solaredge Technologies (SEDG) 0.1 $570k 4.4k 129.51
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Alibaba Group Holding Adr (BABA) 0.1 $503k 5.8k 86.74
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iRobot Corporation (IRBT) 0.1 $371k 9.8k 37.90
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Axt (AXTI) 0.1 $356k 149k 2.39
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Telos Corp Md (TLS) 0.1 $285k -31% 120k 2.37
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Tecogen (TGEN) 0.1 $273k 321k 0.85
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FalconStor Software (FALC) 0.0 $175k 175k 1.00
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CalAmp (CAMP) 0.0 $120k 300k 0.40
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Past Filings by Herald Investment Management

SEC 13F filings are viewable for Herald Investment Management going back to 2010

View all past filings