Herald Investment Management as of March 31, 2026
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celestica (CLS) | 8.2 | $59M | 210k | 281.31 | |
| Fabrinet (FN) | 7.3 | $52M | 100k | 521.35 | |
| Silicon Motion Technology Corp Adr (SIMO) | 5.8 | $41M | 368k | 112.30 | |
| Vicor Corporation (VICR) | 4.9 | $35M | 220k | 160.88 | |
| Pegasystems (PEGA) | 4.1 | $29M | 687k | 42.56 | |
| Tower Semiconductor (TSEM) | 4.1 | $29M | 166k | 175.47 | |
| Arlo Technologies (ARLO) | 2.7 | $20M | 1.4M | 14.23 | |
| Digitalocean Hldgs (DOCN) | 2.6 | $19M | 217k | 85.73 | |
| Radware Ltd ord (RDWR) | 2.4 | $17M | 650k | 26.32 | |
| Kulicke and Soffa Industries (KLIC) | 2.2 | $16M | 244k | 65.72 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 2.2 | $16M | 700k | 22.77 | |
| D R S Technologies (DRS) | 1.8 | $13M | 285k | 44.53 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $13M | 44k | 287.53 | |
| Nlight (LASR) | 1.5 | $11M | 185k | 57.01 | |
| Descartes Sys Grp (DSGX) | 1.4 | $10M | 145k | 71.51 | |
| Amazon (AMZN) | 1.4 | $10M | 49k | 208.26 | |
| Varonis Sys (VRNS) | 1.4 | $10M | 464k | 21.48 | |
| Ceva (CEVA) | 1.4 | $9.7M | 520k | 18.67 | |
| Microsoft Corporation (MSFT) | 1.3 | $9.5M | 26k | 370.12 | |
| Jfrog (FROG) | 1.3 | $9.4M | 200k | 46.98 | |
| Electrovaya (ELVA) | 1.3 | $9.0M | 1.2M | 7.83 | |
| Power Integrations (POWI) | 1.2 | $9.0M | 175k | 51.20 | |
| Alkami Technology (ALKT) | 1.1 | $7.8M | 500k | 15.67 | |
| Viavi Solutions Inc equities (VIAV) | 1.0 | $7.5M | 225k | 33.26 | |
| Vishay Precision (VPG) | 1.0 | $7.4M | 170k | 43.41 | |
| Apex Technology Acqui-cl A (AVPT) | 1.0 | $7.4M | 775k | 9.50 | |
| FormFactor (FORM) | 1.0 | $7.3M | 75k | 96.96 | |
| Micron Technology (MU) | 1.0 | $7.3M | 22k | 337.55 | |
| Harmonic (HLIT) | 1.0 | $7.0M | 785k | 8.98 | |
| Veeco Instruments (VECO) | 0.9 | $6.8M | 200k | 33.86 | |
| Arteris (AIP) | 0.9 | $6.6M | 400k | 16.43 | |
| Red Violet (RDVT) | 0.9 | $6.6M | 190k | 34.55 | |
| PDF Solutions (PDFS) | 0.9 | $6.5M | 200k | 32.72 | |
| Bel Fuse (BELFB) | 0.8 | $5.9M | 30k | 197.99 | |
| Wayside Technology (CLMB) | 0.8 | $5.9M | 297k | 19.81 | |
| Quicklogic Corp. (QUIK) | 0.8 | $5.7M | 613k | 9.37 | |
| Silicon Laboratories (SLAB) | 0.8 | $5.7M | 28k | 208.18 | |
| Intellicheck Mobilisa (IDN) | 0.8 | $5.7M | 820k | 6.97 | |
| Apple (AAPL) | 0.8 | $5.7M | 22k | 253.65 | |
| ePlus (PLUS) | 0.8 | $5.6M | 75k | 75.25 | |
| Five9 (FIVN) | 0.8 | $5.5M | 362k | 15.18 | |
| Vishay Intertechnology (VSH) | 0.8 | $5.4M | 300k | 18.01 | |
| Everspin Technologies (MRAM) | 0.7 | $5.2M | 600k | 8.74 | |
| Qualys (QLYS) | 0.7 | $4.8M | 55k | 87.78 | |
| Digi International (DGII) | 0.7 | $4.8M | 100k | 48.19 | |
| CTS Corporation (CTS) | 0.7 | $4.8M | 100k | 47.77 | |
| Cogent Communications (CCOI) | 0.6 | $4.6M | 243k | 18.84 | |
| Teradyne (TER) | 0.6 | $4.4M | 15k | 296.31 | |
| Mesa Laboratories (MLAB) | 0.6 | $4.4M | 50k | 87.90 | |
| Kopin Corporation (KOPN) | 0.6 | $4.3M | 1.9M | 2.26 | |
| Spire Global (SPIR) | 0.6 | $4.3M | 340k | 12.57 | |
| Advanced Micro Devices (AMD) | 0.6 | $4.2M | 21k | 203.22 | |
| First Advantage Corp (FA) | 0.6 | $4.1M | 350k | 11.76 | |
| Radcom (RDCM) | 0.5 | $3.9M | 325k | 12.14 | |
| SPS Commerce (SPSC) | 0.5 | $3.9M | 70k | 55.61 | |
| M-tron Inds (MPTI) | 0.5 | $3.7M | 55k | 67.01 | |
| Aviat Networks (AVNW) | 0.5 | $3.5M | 155k | 22.58 | |
| Novanta (NOVT) | 0.5 | $3.4M | 29k | 118.11 | |
| CSG Systems International (CSGS) | 0.5 | $3.3M | 41k | 79.96 | |
| Rimini Str Inc Del (RMNI) | 0.5 | $3.3M | 1.0M | 3.26 | |
| Himax Technologies Adr (HIMX) | 0.4 | $3.1M | 400k | 7.86 | |
| Bandwidth (BAND) | 0.4 | $3.1M | 175k | 17.82 | |
| HealthStream (HSTM) | 0.4 | $3.1M | 150k | 20.72 | |
| Braze (BRZE) | 0.4 | $3.0M | 125k | 23.61 | |
| Ouster (OUST) | 0.4 | $2.8M | 150k | 18.38 | |
| Franklin Covey (FC) | 0.4 | $2.8M | 175k | 15.75 | |
| Powell Industries (POWL) | 0.4 | $2.7M | 5.0k | 540.00 | |
| Ci&t (CINT) | 0.4 | $2.6M | 525k | 5.04 | |
| Silicom (SILC) | 0.4 | $2.6M | 123k | 21.09 | |
| Adtran Holdings (ADTN) | 0.3 | $2.5M | 200k | 12.54 | |
| Vertex (VERX) | 0.3 | $2.4M | 200k | 11.86 | |
| Simulations Plus (SLP) | 0.3 | $2.4M | 200k | 11.82 | |
| Allied Motion Technologies (ALNT) | 0.3 | $2.4M | 40k | 59.08 | |
| Arista Networks (ANET) | 0.3 | $2.3M | 19k | 122.77 | |
| Uipath Inc Cl A (PATH) | 0.3 | $2.2M | 202k | 11.11 | |
| Ooma (OOMA) | 0.3 | $2.2M | 150k | 14.53 | |
| Arrow Electronics (ARW) | 0.3 | $2.2M | 15k | 143.38 | |
| Zoom Video Communications In cl a (ZM) | 0.3 | $2.1M | 26k | 80.40 | |
| Avnet (AVT) | 0.3 | $2.0M | 33k | 61.62 | |
| Bigcommerce Hldgs (CMRC) | 0.3 | $1.9M | 700k | 2.66 | |
| Dynatrace (DT) | 0.3 | $1.8M | 50k | 36.99 | |
| Digital Turbine (APPS) | 0.2 | $1.7M | 588k | 2.86 | |
| Similarweb (SMWB) | 0.2 | $1.7M | 646k | 2.60 | |
| Freshworks (FRSH) | 0.2 | $1.5M | 190k | 8.03 | |
| Checkpoint Systems | 0.2 | $1.3M | 9.2k | 142.58 | |
| Tecogen (TGEN) | 0.2 | $1.1M | 420k | 2.57 | |
| Valens Semiconductor (VLN) | 0.1 | $1.1M | 950k | 1.13 | |
| Kyndryl Holdings Ord Wi (KD) | 0.1 | $1.0M | 80k | 13.12 | |
| Bel Fuse (BELFA) | 0.1 | $898k | 5.0k | 179.67 | |
| Intel Corporation (INTC) | 0.1 | $838k | 19k | 44.12 | |
| Freightos | 0.1 | $815k | 500k | 1.63 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $796k | 4.1k | 194.10 | |
| Genasys (GNSS) | 0.1 | $763k | 419k | 1.82 | |
| Aware (AWRE) | 0.1 | $538k | 430k | 1.25 | |
| N-able (NABL) | 0.0 | $294k | 63k | 4.67 | |
| Ribbon Communication (RBBN) | 0.0 | $212k | 100k | 2.12 | |
| M-Tron Industries Right (MPTI.R) | 0.0 | $116k | 55k | 2.10 |
