Herald Investment Management as of Dec. 31, 2022
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 96 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Super Micro Computer (SMCI) | 8.6 | $35M | 425k | 82.05 | |
| Silicon Motion Technology Corp Adr (SIMO) | 6.1 | $25M | 385k | 64.93 | |
| Fabrinet (FN) | 6.1 | $25M | 193k | 128.16 | |
| Descartes Sys Grp (DSGX) | 5.3 | $22M | 310k | 69.65 | |
| Radware Ltd ord (RDWR) | 4.0 | $16M | 825k | 19.71 | |
| SPS Commerce (SPSC) | 3.1 | $13M | 100k | 128.21 | |
| Varonis Sys (VRNS) | 3.0 | $12M | 503k | 23.94 | |
| Pegasystems (PEGA) | 2.7 | $11M | 327k | 34.20 | |
| Tower Semiconductor (TSEM) | 2.1 | $8.6M | 198k | 43.20 | |
| Qualys (QLYS) | 2.1 | $8.5M | 76k | 112.13 | |
| Avid Technology | 2.0 | $8.0M | 300k | 26.57 | |
| Vicor Corporation (VICR) | 1.8 | $7.5M | 140k | 53.75 | |
| Ceva (CEVA) | 1.8 | $7.2M | 280k | 25.54 | |
| Cogent Communications (CCOI) | 1.8 | $7.1M | 125k | 57.06 | |
| Kulicke and Soffa Industries (KLIC) | 1.7 | $6.8M | 153k | 44.25 | |
| Microsoft Corporation (MSFT) | 1.6 | $6.6M | 28k | 239.82 | |
| Harmonic (HLIT) | 1.6 | $6.5M | 500k | 13.09 | |
| Adtran Holdings (ADTN) | 1.4 | $5.6M | 300k | 18.78 | |
| Cyberark Software (CYBR) | 1.3 | $5.3M | 41k | 129.63 | |
| Silicom (SILC) | 1.3 | $5.2M | 125k | 41.78 | |
| Absolute Software Corporation | 1.3 | $5.2M | 500k | 10.44 | |
| Celestica (CLS) | 1.2 | $5.1M | 450k | 11.27 | |
| Ttec Holdings (TTEC) | 1.2 | $4.8M | 110k | 44.08 | |
| Apple (AAPL) | 1.1 | $4.5M | 35k | 129.89 | |
| D R S Technologies (DRS) | 1.1 | $4.5M | 350k | 12.77 | |
| HealthStream (HSTM) | 1.1 | $4.3M | 175k | 24.81 | |
| LivePerson (LPSN) | 1.1 | $4.3M | 426k | 10.13 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $4.1M | 47k | 88.21 | |
| Forgerock | 1.0 | $4.0M | 175k | 22.75 | |
| Ribbon Communication (RBBN) | 1.0 | $3.9M | 1.4M | 2.78 | |
| Arlo Technologies (ARLO) | 0.9 | $3.8M | 1.1M | 3.51 | |
| N-able (NABL) | 0.9 | $3.7M | 363k | 10.27 | |
| Credo Technology Group Holding (CRDO) | 0.9 | $3.7M | 275k | 13.29 | |
| Amazon (AMZN) | 0.8 | $3.4M | 41k | 83.96 | |
| Lantronix (LTRX) | 0.8 | $3.2M | 760k | 4.26 | |
| Rimini Str Inc Del (RMNI) | 0.8 | $3.2M | 850k | 3.79 | |
| Jfrog (FROG) | 0.8 | $3.2M | 150k | 21.33 | |
| Bandwidth (BAND) | 0.8 | $3.2M | 140k | 22.92 | |
| ViaSat (VSAT) | 0.8 | $3.2M | 100k | 31.64 | |
| Ooma (OOMA) | 0.8 | $3.1M | 225k | 13.60 | |
| Digital Turbine (APPS) | 0.7 | $3.0M | 200k | 15.23 | |
| Advanced Micro Devices (AMD) | 0.7 | $3.0M | 47k | 64.77 | |
| Cadence Design Systems (CDNS) | 0.7 | $3.0M | 19k | 160.58 | |
| American Software (AMSWA) | 0.7 | $2.8M | 194k | 14.65 | |
| Power Integrations (POWI) | 0.7 | $2.7M | 38k | 71.66 | |
| Five9 (FIVN) | 0.7 | $2.7M | 40k | 67.85 | |
| Pagerduty (PD) | 0.7 | $2.7M | 100k | 26.56 | |
| Thryv Hldgs (THRY) | 0.6 | $2.6M | 135k | 18.99 | |
| Aviat Networks (AVNW) | 0.6 | $2.3M | 75k | 31.12 | |
| FormFactor (FORM) | 0.6 | $2.3M | 103k | 22.21 | |
| Issuer Direct Corporation (ISDR) | 0.5 | $2.2M | 90k | 24.84 | |
| Onespan (OSPN) | 0.5 | $2.2M | 200k | 11.17 | |
| Arista Networks (ANET) | 0.5 | $2.2M | 18k | 121.36 | |
| Radcom (RDCM) | 0.5 | $2.2M | 210k | 10.60 | |
| Brightcove (BCOV) | 0.5 | $2.2M | 425k | 5.22 | |
| Alkami Technology (ALKT) | 0.5 | $2.2M | 150k | 14.59 | |
| Yelp Inc cl a (YELP) | 0.5 | $2.2M | 80k | 27.34 | |
| Vertex (VERX) | 0.5 | $2.2M | 150k | 14.51 | |
| NetApp (NTAP) | 0.5 | $2.1M | 36k | 60.03 | |
| Couchbase (BASE) | 0.5 | $2.0M | 150k | 13.24 | |
| Valens Semiconductor (VLN) | 0.5 | $1.9M | 341k | 5.53 | |
| One Stop Systems (OSS) | 0.5 | $1.9M | 626k | 2.96 | |
| ChipMOS TECHNOLOGIES Adr (IMOS) | 0.4 | $1.8M | 84k | 21.37 | |
| Akoustis Technologies (AKTS) | 0.4 | $1.8M | 629k | 2.82 | |
| Zoom Video Communications In cl a (ZM) | 0.4 | $1.8M | 26k | 67.66 | |
| Quicklogic Corp. (QUIK) | 0.4 | $1.7M | 332k | 5.06 | |
| Arrow Electronics (ARW) | 0.4 | $1.6M | 15k | 104.54 | |
| Teradyne (TER) | 0.4 | $1.6M | 18k | 87.32 | |
| Streamline Health Solutions (STRM) | 0.4 | $1.5M | 979k | 1.57 | |
| Everspin Technologies (MRAM) | 0.4 | $1.5M | 275k | 5.54 | |
| Apex Technology Acqui-cl A (AVPT) | 0.4 | $1.4M | 353k | 4.10 | |
| Intellicheck Mobilisa (IDN) | 0.3 | $1.4M | 697k | 1.96 | |
| CalAmp | 0.3 | $1.3M | 300k | 4.47 | |
| Akamai Technologies (AKAM) | 0.3 | $1.3M | 15k | 84.28 | |
| Micron Technology (MU) | 0.3 | $1.2M | 25k | 49.96 | |
| Solaredge Technologies (SEDG) | 0.3 | $1.2M | 4.4k | 282.95 | |
| Inuvo (INUV) | 0.3 | $1.2M | 5.3M | 0.22 | |
| Checkpoint Systems | 0.3 | $1.2M | 9.2k | 126.09 | |
| Ultra Clean Holdings (UCTT) | 0.3 | $1.2M | 35k | 33.11 | |
| Dynatrace (DT) | 0.2 | $980k | 26k | 38.28 | |
| Amplitude (AMPL) | 0.2 | $903k | 75k | 12.04 | |
| Freshworks (FRSH) | 0.2 | $896k | 61k | 14.69 | |
| Telos Corp Md (TLS) | 0.2 | $889k | 175k | 5.08 | |
| Quantum Corp Dlt & Storage (QMCO) | 0.2 | $821k | 747k | 1.10 | |
| Ondas Hldgs (ONDS) | 0.2 | $711k | 450k | 1.58 | |
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.2 | $707k | 9.5k | 74.42 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $677k | 4.1k | 165.12 | |
| Axt (AXTI) | 0.2 | $654k | 150k | 4.36 | |
| Alibaba Group Holding Adr (BABA) | 0.1 | $510k | 5.8k | 87.93 | |
| Intel Corporation (INTC) | 0.1 | $501k | 19k | 26.37 | |
| Pixelworks (PXLW) | 0.1 | $475k | 270k | 1.76 | |
| Cognyte Software (CGNT) | 0.1 | $466k | 150k | 3.11 | |
| Tecogen (TGEN) | 0.1 | $401k | 321k | 1.25 | |
| Nlight (LASR) | 0.1 | $253k | 25k | 10.12 | |
| FalconStor Software (FALC) | 0.0 | $143k | 175k | 0.82 | |
| Cyren | 0.0 | $17k | 30k | 0.58 |
