Herald Investment Management as of Dec. 31, 2024
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 94 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celestica (CLS) | 7.0 | $43M | 466k | 92.27 | |
| Fabrinet (FN) | 6.4 | $39M | 179k | 219.74 | |
| Pegasystems (PEGA) | 5.3 | $32M | 348k | 93.20 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 3.8 | $23M | 755k | 30.49 | |
| Descartes Sys Grp (DSGX) | 3.5 | $22M | 190k | 113.60 | |
| Silicon Motion Technology Corp Adr (SIMO) | 3.4 | $21M | 385k | 54.03 | |
| Varonis Sys (VRNS) | 3.2 | $20M | 444k | 44.40 | |
| Radware Ltd ord (RDWR) | 2.7 | $16M | 725k | 22.44 | |
| Cyberark Software (CYBR) | 2.6 | $16M | 47k | 333.15 | |
| Cogent Communications (CCOI) | 2.5 | $15M | 201k | 76.99 | |
| Arlo Technologies (ARLO) | 2.3 | $14M | 1.3M | 11.18 | |
| Kulicke and Soffa Industries (KLIC) | 1.9 | $12M | 248k | 46.66 | |
| Apex Technology Acqui-cl A (AVPT) | 1.9 | $12M | 700k | 16.49 | |
| Microsoft Corporation (MSFT) | 1.7 | $11M | 25k | 421.28 | |
| Harmonic (HLIT) | 1.7 | $10M | 785k | 13.23 | |
| D R S Technologies (DRS) | 1.7 | $10M | 320k | 32.30 | |
| Ceva (CEVA) | 1.7 | $10M | 325k | 31.54 | |
| Tower Semiconductor (TSEM) | 1.7 | $10M | 198k | 51.49 | |
| Vicor Corporation (VICR) | 1.6 | $9.7M | 200k | 48.25 | |
| Amazon (AMZN) | 1.6 | $9.6M | 44k | 219.34 | |
| SPS Commerce (SPSC) | 1.5 | $9.2M | 50k | 184.06 | |
| American Software (LGTY) | 1.5 | $9.1M | 824k | 11.08 | |
| Qualys (QLYS) | 1.5 | $9.1M | 65k | 140.21 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $8.9M | 47k | 189.32 | |
| Quicklogic Corp. (QUIK) | 1.3 | $8.2M | 730k | 11.27 | |
| Jfrog (FROG) | 1.2 | $7.3M | 250k | 29.39 | |
| Red Violet (RDVT) | 1.2 | $7.2M | 200k | 36.09 | |
| Arista Networks (ANET) | 1.1 | $6.8M | 62k | 110.58 | |
| Five9 (FIVN) | 1.1 | $6.7M | 165k | 40.61 | |
| Vertex (VERX) | 1.0 | $6.4M | 120k | 53.38 | |
| Apple (AAPL) | 1.0 | $6.3M | 25k | 250.39 | |
| HealthStream (HSTM) | 1.0 | $6.0M | 190k | 31.73 | |
| Franklin Covey (FC) | 1.0 | $6.0M | 160k | 37.58 | |
| First Advantage Corp (FA) | 0.9 | $5.6M | 300k | 18.72 | |
| Alkami Technology (ALKT) | 0.9 | $5.5M | 150k | 36.65 | |
| FormFactor (FORM) | 0.9 | $5.2M | 118k | 43.93 | |
| Wayside Technology (CLMB) | 0.8 | $5.1M | 40k | 126.29 | |
| Veeco Instruments (VECO) | 0.8 | $4.7M | 175k | 26.80 | |
| Ribbon Communication (RBBN) | 0.8 | $4.7M | 1.1M | 4.16 | |
| Avidxchange Holdings (AVDX) | 0.8 | $4.7M | 450k | 10.34 | |
| Advanced Micro Devices (AMD) | 0.8 | $4.6M | 38k | 120.79 | |
| N-able (NABL) | 0.6 | $3.9M | 413k | 9.33 | |
| Everspin Technologies (MRAM) | 0.6 | $3.8M | 600k | 6.37 | |
| Lantronix (LTRX) | 0.6 | $3.8M | 925k | 4.11 | |
| Onespan (OSPN) | 0.6 | $3.7M | 200k | 18.52 | |
| Ooma (OOMA) | 0.6 | $3.6M | 260k | 14.03 | |
| Inuvo | 0.6 | $3.6M | 5.8M | 0.63 | |
| Bandwidth (BAND) | 0.6 | $3.6M | 210k | 17.01 | |
| Radcom (RDCM) | 0.5 | $3.3M | 275k | 12.13 | |
| Yelp Inc cl a (YELP) | 0.5 | $3.1M | 80k | 38.69 | |
| Bigcommerce Hldgs (CMRC) | 0.5 | $3.1M | 500k | 6.11 | |
| Arteris (AIP) | 0.5 | $3.0M | 300k | 10.16 | |
| Spire Global (SPIR) | 0.5 | $3.0M | 216k | 14.07 | |
| Micron Technology (MU) | 0.5 | $3.0M | 36k | 84.16 | |
| Electrovaya (ELVA) | 0.5 | $2.9M | 1.2M | 2.42 | |
| Couchbase | 0.5 | $2.8M | 180k | 15.59 | |
| Aviat Networks (AVNW) | 0.5 | $2.8M | 155k | 18.10 | |
| Intellicheck Mobilisa (IDN) | 0.5 | $2.8M | 1.0M | 2.80 | |
| Nlight (LASR) | 0.4 | $2.7M | 260k | 10.49 | |
| Dynatrace (DT) | 0.4 | $2.7M | 50k | 54.38 | |
| Teradyne (TER) | 0.4 | $2.6M | 21k | 125.92 | |
| Adtran Holdings (ADTN) | 0.4 | $2.5M | 300k | 8.33 | |
| Valens Semiconductor (VLN) | 0.4 | $2.5M | 950k | 2.58 | |
| Vishay Precision (VPG) | 0.4 | $2.3M | 100k | 23.47 | |
| Power Integrations (POWI) | 0.4 | $2.3M | 38k | 61.65 | |
| Kyndryl Holdings Ord Wi (KD) | 0.4 | $2.3M | 67k | 34.58 | |
| Rimini Str Inc Del (RMNI) | 0.4 | $2.3M | 850k | 2.67 | |
| Ci&t (CINT) | 0.4 | $2.2M | 355k | 6.09 | |
| Secureworks Corp Cl A (SCWX) | 0.3 | $2.1M | 250k | 8.46 | |
| Zoom Video Communications In cl a (ZM) | 0.3 | $2.1M | 26k | 81.58 | |
| Jamf Hldg Corp (JAMF) | 0.3 | $2.1M | 150k | 14.04 | |
| Integral Ad Science Hldng (IAS) | 0.3 | $2.1M | 200k | 10.43 | |
| Kopin Corporation (KOPN) | 0.3 | $2.1M | 1.5M | 1.34 | |
| PDF Solutions (PDFS) | 0.3 | $2.0M | 75k | 27.05 | |
| Silicom (SILC) | 0.3 | $2.0M | 125k | 16.09 | |
| Bel Fuse (BELFB) | 0.3 | $2.0M | 24k | 82.22 | |
| Genasys (GNSS) | 0.3 | $2.0M | 750k | 2.60 | |
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.3 | $1.9M | 9.5k | 197.57 | |
| Thryv Hldgs (THRY) | 0.3 | $1.9M | 125k | 14.80 | |
| Arrow Electronics (ARW) | 0.3 | $1.7M | 15k | 113.13 | |
| Checkpoint Systems | 0.3 | $1.7M | 9.2k | 186.70 | |
| Freightos | 0.2 | $1.5M | 500k | 3.04 | |
| Freshworks (FRSH) | 0.2 | $1.5M | 90k | 16.17 | |
| Akamai Technologies (AKAM) | 0.2 | $1.5M | 15k | 95.65 | |
| Uipath Inc Cl A (PATH) | 0.2 | $1.1M | 87k | 12.69 | |
| Digital Turbine (APPS) | 0.2 | $1.0M | 600k | 1.68 | |
| Mesa Laboratories (MLAB) | 0.2 | $977k | 7.4k | 131.77 | |
| Aware (AWRE) | 0.1 | $839k | 430k | 1.95 | |
| Issuer Direct Corporation (ACCS) | 0.1 | $783k | 90k | 8.70 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $769k | 4.1k | 187.51 | |
| Cadence Design Systems (CDNS) | 0.1 | $751k | 2.5k | 300.46 | |
| Ttec Holdings (TTEC) | 0.1 | $697k | 140k | 4.98 | |
| Intel Corporation (INTC) | 0.1 | $381k | 19k | 20.06 | |
| Bel Fuse (BELFA) | 0.1 | $360k | 4.0k | 89.95 |
