Herald Investment Management as of June 30, 2025
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 94 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celestica (CLS) | 9.0 | $61M | 391k | 156.13 | |
| Fabrinet (FN) | 6.8 | $46M | 155k | 294.42 | |
| Pegasystems (PEGA) | 5.6 | $38M | 704k | 54.13 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 5.5 | $37M | 755k | 48.99 | |
| Silicon Motion Technology Corp Adr (SIMO) | 4.3 | $29M | 385k | 74.99 | |
| Varonis Sys (VRNS) | 3.3 | $23M | 444k | 50.71 | |
| Arlo Technologies (ARLO) | 3.2 | $22M | 1.3M | 16.95 | |
| Radware Ltd ord (RDWR) | 2.9 | $20M | 675k | 29.35 | |
| Descartes Sys Grp (DSGX) | 2.8 | $19M | 185k | 101.57 | |
| Cyberark Software (CYBR) | 2.6 | $17M | 42k | 406.60 | |
| D R S Technologies (DRS) | 2.1 | $14M | 300k | 46.48 | |
| Apex Technology Acqui-cl A (AVPT) | 2.0 | $14M | 700k | 19.31 | |
| Microsoft Corporation (MSFT) | 1.8 | $12M | 24k | 497.13 | |
| Jfrog (FROG) | 1.6 | $11M | 250k | 43.85 | |
| Vicor Corporation (VICR) | 1.5 | $10M | 230k | 45.33 | |
| Kulicke and Soffa Industries (KLIC) | 1.5 | $10M | 296k | 34.60 | |
| Amazon (AMZN) | 1.5 | $10M | 46k | 219.36 | |
| Cogent Communications (CCOI) | 1.5 | $10M | 208k | 48.21 | |
| Red Violet (RDVT) | 1.5 | $9.8M | 200k | 49.20 | |
| Qualys (QLYS) | 1.4 | $9.3M | 65k | 142.78 | |
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $8.8M | 50k | 176.19 | |
| Ceva (CEVA) | 1.3 | $8.8M | 400k | 21.95 | |
| Tower Semiconductor (TSEM) | 1.3 | $8.6M | 198k | 43.28 | |
| Harmonic (HLIT) | 1.1 | $7.4M | 785k | 9.46 | |
| Five9 (FIVN) | 1.0 | $6.9M | 262k | 26.44 | |
| SPS Commerce (SPSC) | 1.0 | $6.5M | 48k | 136.09 | |
| First Advantage Corp (FA) | 0.9 | $5.8M | 348k | 16.61 | |
| Alkami Technology (ALKT) | 0.8 | $5.4M | 180k | 30.14 | |
| Intellicheck Mobilisa (IDN) | 0.8 | $5.4M | 1.0M | 5.35 | |
| HealthStream (HSTM) | 0.8 | $5.3M | 190k | 27.64 | |
| Nlight (LASR) | 0.8 | $5.1M | 260k | 19.65 | |
| Avidxchange Holdings (AVDX) | 0.7 | $4.9M | 500k | 9.79 | |
| Couchbase | 0.7 | $4.9M | 200k | 24.38 | |
| Ouster (OUST) | 0.7 | $4.8M | 200k | 24.23 | |
| Wayside Technology (CLMB) | 0.7 | $4.8M | 45k | 107.00 | |
| Similarweb (SMWB) | 0.7 | $4.7M | 600k | 7.85 | |
| Spire Global (SPIR) | 0.7 | $4.6M | 386k | 11.90 | |
| Quicklogic Corp. (QUIK) | 0.7 | $4.5M | 730k | 6.12 | |
| Micron Technology (MU) | 0.7 | $4.4M | 36k | 123.18 | |
| Advanced Micro Devices (AMD) | 0.7 | $4.4M | 31k | 141.89 | |
| Electrovaya (ELVA) | 0.6 | $4.3M | 1.3M | 3.41 | |
| PDF Solutions (PDFS) | 0.6 | $4.3M | 200k | 21.34 | |
| Everspin Technologies (MRAM) | 0.6 | $4.2M | 675k | 6.28 | |
| Vishay Precision (VPG) | 0.6 | $4.2M | 150k | 28.08 | |
| Apple (AAPL) | 0.6 | $4.2M | 20k | 205.05 | |
| FormFactor (FORM) | 0.6 | $4.1M | 118k | 34.36 | |
| Veeco Instruments (VECO) | 0.6 | $4.1M | 200k | 20.32 | |
| Franklin Covey (FC) | 0.6 | $4.0M | 175k | 22.81 | |
| Vertex (VERX) | 0.6 | $3.9M | 110k | 35.33 | |
| Aviat Networks (AVNW) | 0.6 | $3.7M | 155k | 24.03 | |
| Radcom (RDCM) | 0.5 | $3.7M | 275k | 13.47 | |
| Ribbon Communication (RBBN) | 0.5 | $3.7M | 913k | 4.01 | |
| Digital Turbine (APPS) | 0.5 | $3.5M | 600k | 5.89 | |
| FARO Technologies (FARO) | 0.5 | $3.5M | 80k | 43.92 | |
| Ooma (OOMA) | 0.5 | $3.4M | 260k | 12.90 | |
| N-able (NABL) | 0.5 | $3.3M | 413k | 8.09 | |
| Bandwidth (BAND) | 0.5 | $3.3M | 210k | 15.90 | |
| Onespan (OSPN) | 0.5 | $3.3M | 200k | 16.66 | |
| Rimini Str Inc Del (RMNI) | 0.5 | $3.2M | 850k | 3.77 | |
| Bigcommerce Hldgs (CMRC) | 0.5 | $3.1M | 625k | 5.00 | |
| Bel Fuse (BELFB) | 0.4 | $2.9M | 30k | 97.69 | |
| Arteris (AIP) | 0.4 | $2.9M | 300k | 9.53 | |
| Kyndryl Holdings Ord Wi (KD) | 0.4 | $2.8M | 67k | 41.96 | |
| Digi International (DGII) | 0.4 | $2.8M | 80k | 34.85 | |
| Dynatrace (DT) | 0.4 | $2.8M | 50k | 55.17 | |
| Ci&t (CINT) | 0.4 | $2.7M | 450k | 5.96 | |
| Inuvo (INUV) | 0.4 | $2.7M | 578k | 4.61 | |
| Lantronix (LTRX) | 0.4 | $2.6M | 900k | 2.86 | |
| Valens Semiconductor (VLN) | 0.4 | $2.5M | 950k | 2.62 | |
| Kopin Corporation (KOPN) | 0.3 | $2.3M | 1.5M | 1.52 | |
| Arista Networks (ANET) | 0.3 | $2.3M | 23k | 102.33 | |
| Tecogen (TGEN) | 0.3 | $2.2M | 321k | 6.83 | |
| Power Integrations (POWI) | 0.3 | $2.1M | 38k | 55.87 | |
| Uipath Inc Cl A (PATH) | 0.3 | $2.1M | 161k | 12.79 | |
| Himax Technologies Adr (HIMX) | 0.3 | $2.1M | 230k | 8.93 | |
| Checkpoint Systems | 0.3 | $2.0M | 9.2k | 221.20 | |
| Zoom Video Communications In cl a (ZM) | 0.3 | $2.0M | 26k | 77.95 | |
| Arrow Electronics (ARW) | 0.3 | $1.9M | 15k | 127.47 | |
| Silicom (SILC) | 0.3 | $1.9M | 125k | 15.25 | |
| Teradyne (TER) | 0.3 | $1.9M | 21k | 89.90 | |
| Adtran Holdings (ADTN) | 0.3 | $1.8M | 200k | 8.96 | |
| Forrester Research (FORR) | 0.2 | $1.5M | 150k | 9.89 | |
| M-tron Inds (MPTI) | 0.2 | $1.5M | 35k | 41.68 | |
| Freshworks (FRSH) | 0.2 | $1.3M | 90k | 14.90 | |
| Genasys (GNSS) | 0.2 | $1.3M | 750k | 1.73 | |
| Freightos | 0.2 | $1.2M | 500k | 2.40 | |
| Mesa Laboratories (MLAB) | 0.2 | $1.2M | 13k | 94.20 | |
| Issuer Direct Corporation (ACCS) | 0.2 | $1.1M | 90k | 11.80 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $851k | 4.1k | 207.51 | |
| Aware (AWRE) | 0.1 | $808k | 430k | 1.88 | |
| Cadence Design Systems (CDNS) | 0.1 | $770k | 2.5k | 307.96 | |
| Ttec Holdings (TTEC) | 0.1 | $673k | 140k | 4.81 | |
| Bel Fuse (BELFA) | 0.1 | $670k | 7.5k | 89.31 | |
| Intel Corporation (INTC) | 0.1 | $425k | 19k | 22.38 |
