Herald Investment Management as of Dec. 31, 2016
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 81 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Silicon Motion Technology (SIMO) | 8.0 | $19M | 436k | 42.48 | |
| Pegasystems (PEGA) | 5.9 | $14M | 381k | 35.95 | |
| Radware Ltd ord (RDWR) | 4.9 | $11M | 776k | 14.54 | |
| Ceva (CEVA) | 4.6 | $11M | 318k | 33.55 | |
| Descartes Sys Grp (DSGX) | 4.4 | $10M | 478k | 21.35 | |
| Mentor Graphics Corporation | 4.0 | $9.2M | 250k | 36.89 | |
| Boingo Wireless | 3.5 | $8.0M | 660k | 12.18 | |
| Mellanox Technologies | 3.4 | $7.8M | 190k | 40.90 | |
| Inphi Corporation | 3.1 | $7.2M | 162k | 44.60 | |
| ViaSat (VSAT) | 2.9 | $6.6M | 100k | 66.21 | |
| Five9 (FIVN) | 2.8 | $6.4M | 450k | 14.19 | |
| Fabrinet (FN) | 2.4 | $5.6M | 140k | 40.31 | |
| Web | 2.3 | $5.3M | 250k | 21.05 | |
| Bankrate | 2.1 | $5.0M | 450k | 11.05 | |
| Barracuda Networks | 2.1 | $4.9M | 230k | 21.42 | |
| NetScout Systems (NTCT) | 2.0 | $4.7M | 150k | 31.49 | |
| Callidus Software | 1.9 | $4.4M | 260k | 16.80 | |
| 8x8 (EGHT) | 1.7 | $3.9M | 270k | 14.30 | |
| Brightcove (BCOV) | 1.6 | $3.8M | 471k | 8.05 | |
| SPS Commerce (SPSC) | 1.5 | $3.5M | 50k | 69.80 | |
| Yelp Inc cl a (YELP) | 1.5 | $3.4M | 90k | 38.12 | |
| Orbotech Ltd Com Stk | 1.4 | $3.3M | 100k | 33.41 | |
| 51job | 1.4 | $3.2M | 94k | 33.70 | |
| Nimble Storage | 1.2 | $2.8M | 350k | 7.92 | |
| Qualys (QLYS) | 1.2 | $2.8M | 87k | 31.54 | |
| VASCO Data Security International | 1.2 | $2.7M | 200k | 13.60 | |
| Hydrogenics Corporation | 1.1 | $2.6M | 610k | 4.30 | |
| Kornit Digital (KRNT) | 1.1 | $2.5M | 200k | 12.65 | |
| China Distance Education Holdings | 1.0 | $2.3M | 207k | 11.17 | |
| Varonis Sys (VRNS) | 1.0 | $2.3M | 85k | 26.74 | |
| Energous | 0.9 | $2.1M | 125k | 16.88 | |
| Silicom (SILC) | 0.9 | $2.1M | 50k | 41.06 | |
| Apple (AAPL) | 0.9 | $2.0M | 18k | 115.79 | |
| RadiSys Corporation | 0.9 | $2.0M | 456k | 4.42 | |
| Imperva | 0.8 | $1.9M | 50k | 38.34 | |
| LivePerson (LPSN) | 0.8 | $1.9M | 250k | 7.55 | |
| Bitauto Hldg | 0.8 | $1.9M | 100k | 18.94 | |
| Attunity | 0.8 | $1.7M | 294k | 5.94 | |
| Zhaopin | 0.8 | $1.7M | 115k | 15.10 | |
| Bottomline Technologies | 0.7 | $1.7M | 67k | 25.00 | |
| Ringcentral (RNG) | 0.7 | $1.5M | 75k | 20.60 | |
| Amazon (AMZN) | 0.7 | $1.5M | 2.0k | 750.00 | |
| Safeguard Scientifics | 0.7 | $1.5M | 111k | 13.44 | |
| Neophotonics Corp | 0.7 | $1.5M | 140k | 10.80 | |
| Guidance Software | 0.6 | $1.4M | 200k | 7.07 | |
| Intel Corporation (INTC) | 0.6 | $1.4M | 38k | 36.29 | |
| Chipmos Technologies | 0.6 | $1.4M | 98k | 14.12 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.3M | 21k | 62.14 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.3M | 1.6k | 792.59 | |
| Checkpoint Systems | 0.5 | $1.2M | 15k | 84.41 | |
| KEYW Holding | 0.5 | $1.2M | 100k | 11.79 | |
| Lantronix (LTRX) | 0.5 | $1.2M | 706k | 1.66 | |
| Xilinx | 0.5 | $1.1M | 19k | 60.32 | |
| F5 Networks (FFIV) | 0.5 | $1.1M | 7.5k | 144.67 | |
| Novadaq Technologies | 0.5 | $1.1M | 153k | 7.09 | |
| Akamai Technologies (AKAM) | 0.4 | $1.0M | 15k | 66.64 | |
| Acxiom Corporation | 0.4 | $911k | 34k | 26.79 | |
| Support | 0.4 | $850k | 1.0M | 0.85 | |
| Tangoe | 0.3 | $787k | 100k | 7.87 | |
| Teradyne (TER) | 0.3 | $711k | 28k | 25.39 | |
| Arista Networks (ANET) | 0.3 | $701k | 7.3k | 96.69 | |
| Qualcomm (QCOM) | 0.3 | $665k | 10k | 65.20 | |
| Micron Technology (MU) | 0.3 | $679k | 31k | 21.90 | |
| Asure Software (ASUR) | 0.3 | $680k | 80k | 8.50 | |
| Cadence Design Systems (CDNS) | 0.3 | $630k | 25k | 25.20 | |
| Top Image Systems Ltd ord | 0.3 | $605k | 500k | 1.21 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $546k | 19k | 28.74 | |
| Ultimate Software | 0.2 | $547k | 3.0k | 182.33 | |
| Pixelworks (PXLW) | 0.2 | $556k | 200k | 2.78 | |
| Citrix Systems | 0.2 | $526k | 5.9k | 89.15 | |
| 21vianet Group (VNET) | 0.2 | $454k | 65k | 6.98 | |
| Ss&c Technologies Holding (SSNC) | 0.2 | $429k | 15k | 28.60 | |
| MoSys | 0.2 | $396k | 1.7M | 0.23 | |
| Atlassian Corp Plc cl a | 0.2 | $361k | 15k | 24.07 | |
| Alibaba Group Holding (BABA) | 0.1 | $333k | 3.8k | 87.63 | |
| Western Digital (WDC) | 0.1 | $305k | 4.5k | 67.78 | |
| Digimarc Corporation (DMRC) | 0.1 | $300k | 10k | 30.00 | |
| Criteo Sa Ads (CRTO) | 0.1 | $246k | 6.0k | 41.00 | |
| 58 Com Inc spon adr rep a | 0.1 | $223k | 8.0k | 27.88 | |
| Leidos Holdings (LDOS) | 0.1 | $210k | 4.1k | 51.07 | |
| FalconStor Software | 0.1 | $180k | 400k | 0.45 |
