Herald Investment Management

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

Companies in the Herald Investment Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Pegasystems (PEGA) 6.79 335300 68.00
Mellanox Technologies Ltd 6.27 192270 109.55
Radware Ltd ord 5.56 770000 24.24
Descartes Sys Grp Inc 5.48 456300 -4% 40.32
LivePerson (LPSN) 5.31 500000 35.69
Five9 3.77 236000 53.72
Silicon Motion Technology (SIMO) 3.76 357206 -2% 35.35
CEVA (CEVA) 2.83 318382 -5% 29.83
Alteryx 2.75 86000 -4% 107.42
Fabrinet shs 2.58 166000 52.30
Mimecast 2.39 225000 35.66
Varonis Sys 2.35 132200 +7% 59.70
ViaSat (VSAT) 2.24 100000 75.32
51job (JOBS) 2.07 94000 74.00
Qualys 1.96 87250 75.58
Bottomline Technologies (EPAY) 1.74 148800 +15% 39.35
Inphi Corporation (IPHI) 1.63 90000 -30% 61.00
Cloudera 1.58 599908 8.86
Cyberark Software Ltd shs 1.56 52400 +27% 99.81
Brightcove 1.47 471000 10.48
SPS Commerce (SPSC) 1.40 100000 +100% 47.07
Akoustis Technologies 1.33 578636 7.73
Microsoft Corporation (MSFT) 1.27 30600 138.99
Adesto Technologies 1.10 431000 8.55
Manhattan Associates (MANH) 1.09 45500 80.62
Apple (AAPL) 1.07 16110 223.96
Super Micro Computer (SMCI) 1.06 186000 19.20
Ribbon Communication 1.06 610000 NEW 5.84
Power Integrations (POWI) 1.02 38000 NEW 90.34
Harmonic (HLIT) 0.98 500000 6.58
Sharpspring Inc Com equity / small cap 0.96 333377 NEW 9.63
Ballard Pwr Sys Inc New 0.93 640000 4.87
Yelp Inc cl a 0.93 90000 34.73
Model N 0.92 111000 27.77
Onespan Inc 0.86 200000 14.50
Alphabet Inc Class A cs 0.85 2350 1220.43
Boingo Wireless Inc 0.80 241739 -60% 11.10
Lantronix (LTRX) 0.70 706425 3.34
Rapid7 0.70 52060 45.37
One Stop Systems Inc. 0.68 776234 +104% 2.94
Celestica Inc 0.64 300000 7.16
Digital Turbine 0.63 330000 +17% 6.44
Acm Research Inc 0.62 150000 13.84
Advanced Micro Devices (AMD) 0.61 70600 28.98
Amazon (AMZN) 0.60 1165 1734.76
Everspin Technologies 0.60 330000 6.08
Dasan Zhone Solutions 0.58 211810 +194% 9.13
Sailpoint Technlgies Hldgs I 0.58 105000 NEW 18.68
Xilinx (XLNX) 0.54 19000 95.89
Tower Semiconductor 0.50 87000 19.23
Chipmos Technologies Inc 0.50 83485 20.22
Kulicke and Soffa Industries (KLIC) 0.49 69795 23.47
Materalise Nv 0.48 87456 18.48
Silicom Ltd. 0.47 50000 31.42
Pluralsight Inc Cl A 0.46 92576 16.79
Intellicheck Mobilisa 0.45 315000 4.83
Radcom Ltd shs new 0.44 161000 9.15
Meet 0.44 450000 3.27
Fitbit 0.43 375000 3.81
Cadence Design Systems (CDNS) 0.42 21100 -15% 66.07
Akamai Technologies (AKAM) 0.41 15200 91.32
Inuvo (INUV) 0.40 5.00M NEW 0.27
Checkpoint Systems (CKP) 0.37 11400 109.47
Safeguard Scientifics (SFE) 0.37 111000 11.33
Micron Technology (MU) 0.32 25000 42.84
Teradyne (TER) 0.31 17900 -36% 57.88
eGain Communications Corporation (EGAN) 0.30 125000 8.00
Intel Corporation (INTC) 0.29 19000 51.47
Issuer Direct Corporation 0.28 90000 10.40
Taiwan Semiconductor Mfg (TSM) 0.26 19000 46.42
Neophotonics Corp 0.25 140000 6.09
Bandwidth Inc. 0.25 12841 +3% 65.03
Tecogen 0.22 321078 2.25
Veritone 0.20 190000 +111% 3.55
Alibaba Group Holding Ltd Spon 0.19 3800 167.11
AXT (AXTI) 0.16 150000 3.55
Envestnet (ENV) 0.14 8500 NEW 56.59
Trip Com Intl Ltd Sponsored Ad 0.14 16600 NEW 29.28
Marchex (MCHX) 0.13 137291 3.14
Nxp Semiconductors N V 0.12 3800 NEW 108.95
58 Com Inc spon adr rep a 0.12 8000 49.25
Nlight Inc 0.12 25000 15.64
Leidos Holdings 0.11 4112 85.85
NVIDIA Corporation (NVDA) 0.08 1450 173.79
Alpha & Omega Semiconductor shs 0.07 18798 12.24
Gridsum Hldg Inc adr repsg cl b 0.05 100000 1.67
Sito Mobile 0.03 125000 0.85
Medallia Inc 0.02 2000 NEW 27.00

Past 13F-HR SEC Filings by Herald Investment Management

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