Herald Investment Management as of March 31, 2017
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 89 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Silicon Motion Technology (SIMO) | 7.4 | $20M | 436k | 46.75 | |
| Pegasystems (PEGA) | 6.1 | $17M | 381k | 43.85 | |
| Radware Ltd ord (RDWR) | 4.6 | $13M | 776k | 16.16 | |
| Ceva (CEVA) | 4.1 | $11M | 318k | 35.45 | |
| Descartes Sys Grp (DSGX) | 4.0 | $11M | 478k | 22.90 | |
| Mellanox Technologies | 3.5 | $9.7M | 190k | 50.95 | |
| Boingo Wireless | 3.1 | $8.6M | 660k | 12.99 | |
| Inphi Corporation | 2.9 | $7.9M | 162k | 48.81 | |
| Callidus Software | 2.8 | $7.7M | 360k | 21.30 | |
| Five9 (FIVN) | 2.7 | $7.4M | 450k | 16.46 | |
| Akoustis Technologies (AKTS) | 2.4 | $6.5M | 515k | 12.60 | |
| ViaSat (VSAT) | 2.3 | $6.4M | 100k | 63.81 | |
| Amber Road | 2.2 | $6.0M | 774k | 7.71 | |
| Fabrinet (FN) | 2.1 | $5.9M | 140k | 42.03 | |
| NetScout Systems (NTCT) | 2.1 | $5.7M | 150k | 37.90 | |
| Barracuda Networks | 1.9 | $5.3M | 230k | 23.11 | |
| Web | 1.8 | $4.8M | 250k | 19.25 | |
| Bankrate | 1.6 | $4.3M | 450k | 9.60 | |
| Brightcove (BCOV) | 1.5 | $4.2M | 471k | 8.85 | |
| 8x8 (EGHT) | 1.5 | $4.1M | 270k | 15.20 | |
| Hydrogenics Corporation | 1.5 | $4.1M | 610k | 6.65 | |
| Kornit Digital (KRNT) | 1.4 | $3.8M | 200k | 19.05 | |
| Hortonworks | 1.3 | $3.5M | 360k | 9.81 | |
| 51job | 1.2 | $3.4M | 94k | 36.61 | |
| Qualys (QLYS) | 1.2 | $3.3M | 87k | 37.89 | |
| Orbotech Ltd Com Stk | 1.2 | $3.2M | 100k | 32.22 | |
| LivePerson (LPSN) | 1.1 | $3.1M | 450k | 6.80 | |
| Yelp Inc cl a (YELP) | 1.1 | $2.9M | 90k | 32.73 | |
| SPS Commerce (SPSC) | 1.1 | $2.9M | 50k | 58.50 | |
| Mimecast | 1.0 | $2.8M | 125k | 22.38 | |
| Lantronix (LTRX) | 1.0 | $2.7M | 706k | 3.86 | |
| Support | 1.0 | $2.7M | 1.3M | 2.16 | |
| VASCO Data Security International | 1.0 | $2.7M | 200k | 13.45 | |
| Varonis Sys (VRNS) | 1.0 | $2.7M | 85k | 31.74 | |
| Meet | 1.0 | $2.6M | 450k | 5.86 | |
| Bitauto Hldg | 0.9 | $2.6M | 100k | 25.60 | |
| Apple (AAPL) | 0.9 | $2.5M | 18k | 143.63 | |
| Silicom (SILC) | 0.9 | $2.5M | 50k | 49.60 | |
| RadiSys Corporation | 0.9 | $2.4M | 606k | 3.99 | |
| Attunity | 0.8 | $2.3M | 294k | 7.87 | |
| Ringcentral (RNG) | 0.8 | $2.1M | 75k | 28.29 | |
| China Distance Education Holdings | 0.8 | $2.1M | 207k | 10.15 | |
| Imperva | 0.8 | $2.1M | 50k | 41.00 | |
| Microsoft Corporation (MSFT) | 0.7 | $2.0M | 31k | 65.85 | |
| Tower Semiconductor (TSEM) | 0.7 | $2.0M | 87k | 23.05 | |
| Zhaopin | 0.7 | $2.0M | 115k | 17.14 | |
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $2.0M | 2.4k | 847.66 | |
| Amazon (AMZN) | 0.6 | $1.8M | 2.0k | 886.50 | |
| Chipmos Technologies | 0.6 | $1.7M | 98k | 17.72 | |
| Bottomline Technologies | 0.6 | $1.6M | 67k | 23.63 | |
| Energous | 0.6 | $1.6M | 100k | 15.58 | |
| Checkpoint Systems | 0.6 | $1.5M | 15k | 102.64 | |
| Guidance Software | 0.5 | $1.5M | 250k | 5.89 | |
| Adesto Technologies | 0.5 | $1.5M | 356k | 4.10 | |
| Safeguard Scientifics | 0.5 | $1.4M | 111k | 12.65 | |
| Intel Corporation (INTC) | 0.5 | $1.4M | 38k | 36.05 | |
| Neophotonics Corp | 0.5 | $1.3M | 140k | 8.99 | |
| Everspin Technologies (MRAM) | 0.4 | $1.2M | 146k | 8.38 | |
| Mrv Communications | 0.4 | $1.2M | 117k | 10.10 | |
| Rapid7 (RPD) | 0.4 | $1.2M | 78k | 14.97 | |
| Xilinx | 0.4 | $1.1M | 19k | 57.84 | |
| Acxiom Corporation | 0.3 | $967k | 34k | 28.44 | |
| Arista Networks (ANET) | 0.3 | $958k | 7.3k | 132.14 | |
| Pixelworks (PXLW) | 0.3 | $930k | 200k | 4.65 | |
| Akamai Technologies (AKAM) | 0.3 | $907k | 15k | 59.67 | |
| Micron Technology (MU) | 0.3 | $895k | 31k | 28.87 | |
| Teradyne (TER) | 0.3 | $870k | 28k | 31.07 | |
| Axt (AXTI) | 0.3 | $870k | 150k | 5.80 | |
| Asure Software (ASUR) | 0.3 | $822k | 80k | 10.28 | |
| Cadence Design Systems (CDNS) | 0.3 | $784k | 25k | 31.36 | |
| Tecogen (TGEN) | 0.3 | $798k | 211k | 3.79 | |
| Top Image Systems Ltd ord | 0.2 | $650k | 500k | 1.30 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $623k | 19k | 32.79 | |
| Qualcomm (QCOM) | 0.2 | $584k | 10k | 57.25 | |
| F5 Networks (FFIV) | 0.2 | $570k | 4.0k | 142.50 | |
| Ss&c Technologies Holding (SSNC) | 0.2 | $531k | 15k | 35.40 | |
| Tangoe | 0.2 | $530k | 100k | 5.30 | |
| Atlassian Corp Plc cl a | 0.2 | $449k | 15k | 29.93 | |
| Alibaba Group Holding (BABA) | 0.1 | $409k | 3.8k | 107.63 | |
| Western Digital (WDC) | 0.1 | $371k | 4.5k | 82.44 | |
| 21vianet Group (VNET) | 0.1 | $356k | 65k | 5.48 | |
| Mosys | 0.1 | $353k | 172k | 2.05 | |
| Criteo Sa Ads (CRTO) | 0.1 | $299k | 6.0k | 49.83 | |
| Digimarc Corporation (DMRC) | 0.1 | $269k | 10k | 26.90 | |
| 58 Com Inc spon adr rep a | 0.1 | $283k | 8.0k | 35.38 | |
| Energy Focus | 0.1 | $235k | 72k | 3.26 | |
| Leidos Holdings (LDOS) | 0.1 | $210k | 4.1k | 51.07 | |
| FalconStor Software | 0.1 | $156k | 400k | 0.39 | |
| Impinj (PI) | 0.1 | $151k | 5.0k | 30.20 |
