Herald Investment Management as of Dec. 31, 2017
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 89 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Silicon Motion Technology (SIMO) | 6.4 | $20M | 383k | 52.96 | |
| Pegasystems (PEGA) | 4.9 | $16M | 329k | 47.15 | |
| Radware Ltd ord (RDWR) | 4.7 | $15M | 770k | 19.39 | |
| Boingo Wireless | 4.7 | $15M | 660k | 22.50 | |
| Ceva (CEVA) | 4.6 | $15M | 318k | 46.10 | |
| Descartes Sys Grp (DSGX) | 4.3 | $14M | 478k | 28.40 | |
| Mellanox Technologies | 4.0 | $13M | 199k | 64.65 | |
| Five9 (FIVN) | 3.5 | $11M | 450k | 24.87 | |
| Callidus Software | 3.2 | $10M | 360k | 28.60 | |
| Hortonworks | 2.9 | $9.2M | 460k | 20.11 | |
| ViaSat (VSAT) | 2.4 | $7.5M | 100k | 74.85 | |
| Attunity | 2.2 | $6.9M | 994k | 6.96 | |
| Amber Road | 2.1 | $6.7M | 910k | 7.35 | |
| Mimecast | 2.0 | $6.5M | 225k | 28.67 | |
| Barracuda Networks | 2.0 | $6.3M | 230k | 27.49 | |
| Hydrogenics Corporation | 1.9 | $6.1M | 550k | 11.10 | |
| Inphi Corporation | 1.9 | $5.9M | 162k | 36.60 | |
| LivePerson (LPSN) | 1.8 | $5.8M | 500k | 11.50 | |
| 51job | 1.8 | $5.7M | 94k | 60.74 | |
| Web | 1.7 | $5.5M | 250k | 21.80 | |
| Qualys (QLYS) | 1.6 | $5.2M | 87k | 59.20 | |
| Varonis Sys (VRNS) | 1.6 | $5.1M | 105k | 48.54 | |
| Orbotech Ltd Com Stk | 1.6 | $5.0M | 100k | 50.27 | |
| Fabrinet (FN) | 1.5 | $4.8M | 166k | 28.69 | |
| Yelp Inc cl a (YELP) | 1.2 | $3.8M | 90k | 41.94 | |
| Akoustis Technologies (AKTS) | 1.1 | $3.6M | 579k | 6.24 | |
| Bottomline Technologies | 1.1 | $3.5M | 102k | 34.68 | |
| Silicom (SILC) | 1.1 | $3.5M | 50k | 70.10 | |
| Brightcove (BCOV) | 1.1 | $3.3M | 471k | 7.10 | |
| Kornit Digital (KRNT) | 1.0 | $3.2M | 200k | 16.15 | |
| Celestica | 1.0 | $3.1M | 300k | 10.47 | |
| Apple (AAPL) | 0.9 | $3.0M | 18k | 169.27 | |
| Tower Semiconductor (TSEM) | 0.9 | $3.0M | 87k | 34.07 | |
| VASCO Data Security International | 0.9 | $2.8M | 200k | 13.90 | |
| Adesto Technologies | 0.9 | $2.8M | 431k | 6.45 | |
| Microsoft Corporation (MSFT) | 0.8 | $2.6M | 31k | 85.59 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $2.5M | 2.4k | 1053.19 | |
| SPS Commerce (SPSC) | 0.8 | $2.4M | 50k | 48.58 | |
| Amazon (AMZN) | 0.7 | $2.3M | 2.0k | 1169.00 | |
| Alteryx | 0.7 | $2.3M | 90k | 25.26 | |
| Quantenna Communications | 0.7 | $2.2M | 180k | 12.20 | |
| Iridium Communications (IRDM) | 0.7 | $2.1M | 180k | 11.80 | |
| Himax Technologies (HIMX) | 0.6 | $2.0M | 191k | 10.43 | |
| Imperva | 0.6 | $2.0M | 50k | 39.70 | |
| Energous | 0.6 | $1.9M | 100k | 19.44 | |
| China Distance Education Holdings | 0.6 | $1.9M | 207k | 9.28 | |
| Intel Corporation (INTC) | 0.6 | $1.8M | 38k | 46.16 | |
| Arista Networks (ANET) | 0.5 | $1.7M | 7.3k | 235.59 | |
| Chipmos Technologies | 0.5 | $1.7M | 98k | 17.64 | |
| Cyberark Software (CYBR) | 0.5 | $1.7M | 41k | 41.34 | |
| Checkpoint Systems | 0.5 | $1.5M | 15k | 103.59 | |
| Rapid7 (RPD) | 0.5 | $1.4M | 78k | 18.63 | |
| Lantronix (LTRX) | 0.4 | $1.4M | 706k | 1.96 | |
| Axt (AXTI) | 0.4 | $1.3M | 150k | 8.70 | |
| Xilinx | 0.4 | $1.3M | 19k | 67.37 | |
| Pixelworks (PXLW) | 0.4 | $1.3M | 200k | 6.32 | |
| Meet | 0.4 | $1.3M | 450k | 2.82 | |
| Safeguard Scientifics | 0.4 | $1.2M | 111k | 11.20 | |
| Teradyne (TER) | 0.4 | $1.2M | 28k | 41.86 | |
| Bitauto Hldg | 0.3 | $1.1M | 35k | 31.77 | |
| Cadence Design Systems (CDNS) | 0.3 | $1.0M | 25k | 41.80 | |
| Micron Technology (MU) | 0.3 | $1.0M | 25k | 41.12 | |
| Akamai Technologies (AKAM) | 0.3 | $988k | 15k | 65.00 | |
| Asure Software (ASUR) | 0.3 | $987k | 70k | 14.10 | |
| Neophotonics Corp | 0.3 | $923k | 140k | 6.59 | |
| Gridsum Hldg Inc adr repsg cl b | 0.3 | $915k | 100k | 9.15 | |
| Veritone (VERI) | 0.3 | $928k | 40k | 23.20 | |
| Aqua Metals (AQMS) | 0.3 | $848k | 400k | 2.12 | |
| Intellicheck Mobilisa (IDN) | 0.2 | $803k | 315k | 2.55 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $753k | 19k | 39.63 | |
| Acm Research (ACMR) | 0.2 | $773k | 150k | 5.15 | |
| Everspin Technologies (MRAM) | 0.2 | $748k | 100k | 7.48 | |
| Alibaba Group Holding (BABA) | 0.2 | $655k | 3.8k | 172.37 | |
| Atlassian Corp Plc cl a | 0.2 | $682k | 15k | 45.47 | |
| Qualcomm (QCOM) | 0.2 | $653k | 10k | 64.02 | |
| Support | 0.2 | $627k | 261k | 2.40 | |
| RadiSys Corporation | 0.2 | $606k | 606k | 1.00 | |
| Top Image Systems Ltd ord | 0.2 | $570k | 500k | 1.14 | |
| 58 Com Inc spon adr rep a | 0.2 | $572k | 8.0k | 71.50 | |
| Aehr Test Systems (AEHR) | 0.2 | $538k | 200k | 2.69 | |
| Tecogen (TGEN) | 0.2 | $556k | 211k | 2.64 | |
| Materalise Nv (MTLS) | 0.1 | $480k | 38k | 12.55 | |
| Western Digital (WDC) | 0.1 | $357k | 4.5k | 79.33 | |
| Digimarc Corporation (DMRC) | 0.1 | $361k | 10k | 36.10 | |
| Mosys | 0.1 | $349k | 317k | 1.10 | |
| F5 Networks (FFIV) | 0.1 | $262k | 2.0k | 131.00 | |
| Leidos Holdings (LDOS) | 0.1 | $265k | 4.1k | 64.45 | |
| Semtech Corporation (SMTC) | 0.1 | $221k | 6.5k | 34.00 | |
| FalconStor Software | 0.0 | $60k | 400k | 0.15 |
