Herald Investment Management as of March 31, 2025
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet (FN) | 6.3 | $34M | 170k | 197.63 | |
| Celestica (CLS) | 6.3 | $33M | 423k | 78.80 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 4.8 | $26M | 755k | 34.26 | |
| Pegasystems (PEGA) | 4.6 | $24M | 352k | 69.43 | |
| Silicon Motion Technology Corp Adr (SIMO) | 3.6 | $20M | 385k | 50.54 | |
| Descartes Sys Grp (DSGX) | 3.5 | $19M | 185k | 100.70 | |
| Varonis Sys (VRNS) | 3.4 | $18M | 444k | 40.41 | |
| Radware Ltd ord (RDWR) | 2.9 | $16M | 725k | 21.57 | |
| Cyberark Software (CYBR) | 2.7 | $14M | 42k | 338.22 | |
| Arlo Technologies (ARLO) | 2.4 | $13M | 1.3M | 9.87 | |
| Cogent Communications (CCOI) | 2.3 | $12M | 201k | 61.26 | |
| American Software (LGTY) | 2.2 | $12M | 824k | 14.26 | |
| Vicor Corporation (VICR) | 2.0 | $11M | 230k | 46.74 | |
| D R S Technologies (DRS) | 2.0 | $11M | 320k | 32.89 | |
| Apex Technology Acqui-cl A (AVPT) | 1.9 | $10M | 700k | 14.47 | |
| Microsoft Corporation (MSFT) | 1.9 | $10M | 27k | 374.85 | |
| Kulicke and Soffa Industries (KLIC) | 1.8 | $9.8M | 296k | 32.94 | |
| Amazon (AMZN) | 1.7 | $8.8M | 46k | 190.26 | |
| Ceva (CEVA) | 1.6 | $8.3M | 325k | 25.56 | |
| Qualys (QLYS) | 1.5 | $8.2M | 65k | 125.92 | |
| Jfrog (FROG) | 1.5 | $8.0M | 250k | 31.99 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $7.8M | 50k | 154.54 | |
| Harmonic (HLIT) | 1.4 | $7.5M | 785k | 9.58 | |
| Red Violet (RDVT) | 1.4 | $7.5M | 200k | 37.60 | |
| Tower Semiconductor (TSEM) | 1.3 | $7.0M | 198k | 35.60 | |
| SPS Commerce (SPSC) | 1.2 | $6.3M | 48k | 132.71 | |
| HealthStream (HSTM) | 1.1 | $6.1M | 190k | 32.17 | |
| Five9 (FIVN) | 1.1 | $5.7M | 211k | 27.13 | |
| Apple (AAPL) | 1.0 | $5.6M | 25k | 222.04 | |
| Franklin Covey (FC) | 0.9 | $4.8M | 175k | 27.51 | |
| Wayside Technology (CLMB) | 0.8 | $4.4M | 40k | 110.22 | |
| Avidxchange Holdings (AVDX) | 0.8 | $4.2M | 500k | 8.48 | |
| First Advantage Corp (FA) | 0.8 | $4.2M | 300k | 14.10 | |
| Veeco Instruments (VECO) | 0.8 | $4.0M | 200k | 20.05 | |
| Alkami Technology (ALKT) | 0.7 | $3.9M | 150k | 26.25 | |
| Vertex (VERX) | 0.7 | $3.8M | 110k | 34.97 | |
| PDF Solutions (PDFS) | 0.7 | $3.8M | 200k | 19.11 | |
| Quicklogic Corp. (QUIK) | 0.7 | $3.7M | 730k | 5.11 | |
| Vishay Precision (VPG) | 0.7 | $3.6M | 150k | 24.07 | |
| Bigcommerce Hldgs (CMRC) | 0.7 | $3.6M | 625k | 5.76 | |
| Ribbon Communication (RBBN) | 0.7 | $3.6M | 913k | 3.92 | |
| Ooma (OOMA) | 0.6 | $3.4M | 260k | 13.09 | |
| FormFactor (FORM) | 0.6 | $3.3M | 118k | 28.29 | |
| Advanced Micro Devices (AMD) | 0.6 | $3.2M | 31k | 102.73 | |
| Couchbase | 0.6 | $3.2M | 200k | 15.75 | |
| Radcom (RDCM) | 0.6 | $3.1M | 275k | 11.43 | |
| Micron Technology (MU) | 0.6 | $3.1M | 36k | 86.88 | |
| Everspin Technologies (MRAM) | 0.6 | $3.1M | 600k | 5.10 | |
| Onespan (OSPN) | 0.6 | $3.1M | 200k | 15.25 | |
| Intellicheck Mobilisa (IDN) | 0.6 | $3.0M | 1.0M | 2.99 | |
| Aviat Networks (AVNW) | 0.6 | $3.0M | 155k | 19.17 | |
| Rimini Str Inc Del (RMNI) | 0.6 | $3.0M | 850k | 3.48 | |
| N-able (NABL) | 0.5 | $2.9M | 413k | 7.09 | |
| Bandwidth (BAND) | 0.5 | $2.7M | 210k | 13.09 | |
| Electrovaya (ELVA) | 0.5 | $2.7M | 1.2M | 2.31 | |
| Similarweb (SMWB) | 0.5 | $2.5M | 300k | 8.26 | |
| Dynatrace (DT) | 0.4 | $2.4M | 50k | 47.14 | |
| Bel Fuse (BELFB) | 0.4 | $2.2M | 30k | 74.64 | |
| Lantronix (LTRX) | 0.4 | $2.2M | 900k | 2.48 | |
| Digi International (DGII) | 0.4 | $2.2M | 80k | 27.83 | |
| FARO Technologies (FARO) | 0.4 | $2.2M | 80k | 27.21 | |
| Ci&t (CINT) | 0.4 | $2.1M | 355k | 5.95 | |
| Kyndryl Holdings Ord Wi (KD) | 0.4 | $2.1M | 67k | 31.37 | |
| Checkpoint Systems | 0.4 | $2.1M | 9.2k | 227.91 | |
| Inuvo | 0.4 | $2.1M | 5.8M | 0.36 | |
| Arteris (AIP) | 0.4 | $2.1M | 300k | 6.90 | |
| Nlight (LASR) | 0.4 | $2.0M | 260k | 7.77 | |
| Valens Semiconductor (VLN) | 0.4 | $1.9M | 950k | 2.04 | |
| Power Integrations (POWI) | 0.4 | $1.9M | 38k | 50.46 | |
| Zoom Video Communications In cl a (ZM) | 0.4 | $1.9M | 26k | 73.76 | |
| Spire Global (SPIR) | 0.3 | $1.9M | 230k | 8.09 | |
| Silicom (SILC) | 0.3 | $1.8M | 125k | 14.63 | |
| Ouster (OUST) | 0.3 | $1.8M | 200k | 8.97 | |
| Arista Networks (ANET) | 0.3 | $1.8M | 23k | 77.45 | |
| Adtran Holdings (ADTN) | 0.3 | $1.7M | 200k | 8.71 | |
| Genasys (GNSS) | 0.3 | $1.7M | 750k | 2.27 | |
| Teradyne (TER) | 0.3 | $1.7M | 21k | 82.63 | |
| Himax Technologies Adr (HIMX) | 0.3 | $1.7M | 230k | 7.35 | |
| Uipath Inc Cl A (PATH) | 0.3 | $1.7M | 161k | 10.29 | |
| Digital Turbine (APPS) | 0.3 | $1.6M | 600k | 2.71 | |
| Arrow Electronics (ARW) | 0.3 | $1.6M | 15k | 103.78 | |
| M-tron Inds (MPTI) | 0.3 | $1.5M | 35k | 43.72 | |
| Mesa Laboratories (MLAB) | 0.3 | $1.5M | 13k | 118.66 | |
| Kopin Corporation (KOPN) | 0.3 | $1.4M | 1.5M | 0.93 | |
| Forrester Research (FORR) | 0.3 | $1.4M | 150k | 9.24 | |
| Freshworks (FRSH) | 0.2 | $1.3M | 90k | 14.09 | |
| Akamai Technologies (AKAM) | 0.2 | $1.2M | 15k | 80.46 | |
| Freightos | 0.2 | $1.2M | 500k | 2.36 | |
| Issuer Direct Corporation (ACCS) | 0.1 | $795k | 90k | 8.83 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $737k | 4.1k | 179.79 | |
| Aware (AWRE) | 0.1 | $679k | 430k | 1.58 | |
| Cadence Design Systems (CDNS) | 0.1 | $636k | 2.5k | 254.28 | |
| Bel Fuse (BELFA) | 0.1 | $540k | 7.5k | 72.05 | |
| Ttec Holdings (TTEC) | 0.1 | $461k | 140k | 3.29 | |
| Intel Corporation (INTC) | 0.1 | $432k | 19k | 22.71 |
