The Analysis of Herald Investment Management Ltd's Holdings
Currently, Herald Investment Management Ltd holds 94 types of securities in its portfolio with a total value $750.7M. In the most recent quarter, they have increased their positions in ALKT (+220.0K shares, valued at $5.5M), WK (+50.0K shares, valued at $4.3M), CTS (+100.0K shares, valued at $4.0M); decreased their positions in CLS (-55.7K shares, valued at $13.7M), FN (-9.0K shares, valued at $3.3M), LTRX (-500.0K shares, valued at $2.3M); initiated new positions in WK (+50.0K shares, valued at $4.3M), CTS (+100.0K shares, valued at $4.0M), SLAB (+27.5K shares, valued at $3.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CLS Celestica Inc335.0K shares-14.26%2025-09-302025-11-07
FN Fabrinet145.6K shares-5.82%2025-09-302025-11-07 PEGA Pegasystems Inc703.6K shares0.00%2025-09-302025-11-07 SIMO Silicon Motion Technology Corp384.9K shares0.00%2025-09-302025-11-07 SMCI Super Micro Computer Inc719.5K shares-4.64%2025-09-302025-11-07 VRNS Varonis Systems Inc443.5K shares0.00%2025-09-302025-11-07 ARLO Arlo Technologies Inc1.3M shares0.00%2025-09-302025-11-07 RDWR RADWARE Ltd675.0K shares0.00%2025-09-302025-11-07 DSGX Descartes Systems Group Inc/The185.0K shares0.00%2025-09-302025-11-07 TSEM Tower Semiconductor Ltd198.0K shares0.00%2025-09-302025-11-07 DRS Leonardo DRS Inc285.0K shares-5.00%2025-09-302025-11-07 MSFT Microsoft Corp24.3K shares0.00%2025-09-302025-11-07 VICR Vicor Corp250.0K shares8.70%2025-09-302025-11-07 GOOGL Alphabet Inc50.2K shares0.00%2025-09-302025-11-07 KLIC Kulicke & Soffa Industries Inc296.1K shares0.00%2025-09-302025-11-07 CEVA Ceva Inc450.0K shares12.50%2025-09-302025-11-07 FROG JFrog Ltd250.0K shares0.00%2025-09-302025-11-07 AVPT AvePoint Inc700.0K shares0.00%2025-09-302025-11-07 RDVT Red Violet Inc200.0K shares0.00%2025-09-302025-11-07 AMZN Amazon.com Inc46.4K shares0.00%2025-09-302025-11-07 ALKT Alkami Technology Inc400.0K shares122.22%2025-09-302025-11-07 CCOI Cogent Communications Holdings Inc242.6K shares16.86%2025-09-302025-11-07 QLYS Qualys Inc65.0K shares0.00%2025-09-302025-11-07 HLIT Harmonic Inc785.0K shares0.00%2025-09-302025-11-07 ELVA Electrovaya Inc1.3M shares0.00%2025-09-302025-11-07 MRAM Everspin Technologies Inc800.0K shares18.52%2025-09-302025-11-07 LASR nLight Inc250.0K shares-3.85%2025-09-302025-11-07 FIVN Five9 Inc282.0K shares7.63%2025-09-302025-11-07 CLMB Climb Global Solutions Inc50.0K shares11.11%2025-09-302025-11-07 VECO Veeco Instruments Inc200.0K shares0.00%2025-09-302025-11-07 MU Micron Technology Inc36.0K shares0.00%2025-09-302025-11-07 SPSC SPS Commerce Inc55.0K shares15.79%2025-09-302025-11-07 FA First Advantage Corp365.0K shares4.92%2025-09-302025-11-07 SMWB SimilarWeb Ltd600.0K shares0.00%2025-09-302025-11-07 HSTM HealthStream Inc190.0K shares0.00%2025-09-302025-11-07 AAPL Apple Inc20.4K shares0.00%2025-09-302025-11-07 PDFS PDF Solutions Inc200.0K shares0.00%2025-09-302025-11-07 IDN Intellicheck Inc1.0M shares0.00%2025-09-302025-11-07 OUST Ouster Inc190.0K shares-5.00%2025-09-302025-11-07 AMD Advanced Micro Devices Inc30.9K shares0.00%2025-09-302025-11-07 AVDX AvidXchange Holdings Inc500.0K shares0.00%2025-09-302025-11-07 VERX Vertex Inc200.0K shares81.82%2025-09-302025-11-07 KOPN Kopin Corp2.0M shares30.29%2025-09-302025-11-07 VPG Vishay Precision Group Inc150.0K shares0.00%2025-09-302025-11-07 QUIK QuickLogic Corp730.4K shares0.00%2025-09-302025-11-07 FORM FormFactor Inc118.3K shares0.00%2025-09-302025-11-07 WK Workiva Inc50.0K sharesnew addition2025-09-302025-11-07 RDCM RADCOM Ltd300.0K shares9.09%2025-09-302025-11-07 SPIR Spire Global Inc386.2K shares0.00%2025-09-302025-11-07 BELFB Bel Fuse Inc30.0K shares0.00%2025-09-302025-11-07 AIP Arteris Inc400.0K shares33.33%2025-09-302025-11-07 CTS CTS Corp100.0K sharesnew addition2025-09-302025-11-07 RMNI Rimini Street Inc850.0K shares0.00%2025-09-302025-11-07 TGEN Tecogen Inc/Waltham MA446.1K shares38.93%2025-09-302025-11-07 APPS Digital Turbine Inc600.0K shares0.00%2025-09-302025-11-07 DGII Digi International Inc100.0K shares25.00%2025-09-302025-11-07 SLAB Silicon Laboratories Inc27.5K sharesnew addition2025-09-302025-11-07 AVNW Aviat Networks Inc155.0K shares0.00%2025-09-302025-11-07 HIMX Himax Technologies Inc400.0K shares73.91%2025-09-302025-11-07 BAND Bandwidth Inc210.0K shares0.00%2025-09-302025-11-07 CMRC Commerce.com Inc700.0K shares12.00%2025-09-302025-11-07 RBBN Ribbon Communications Inc912.9K shares0.00%2025-09-302025-11-07 FC Franklin Covey Co175.0K shares0.00%2025-09-302025-11-07 MLAB Mesa Laboratories Inc50.0K shares300.00%2025-09-302025-11-07 ANET Arista Networks Inc22.7K shares0.00%2025-09-302025-11-07 NABL N-Able Inc413.0K shares0.00%2025-09-302025-11-07 OSPN Onespan Inc200.0K shares0.00%2025-09-302025-11-07 OOMA Ooma Inc260.0K shares0.00%2025-09-302025-11-07 MPTI M-Tron Industries Inc55.0K shares57.14%2025-09-302025-11-07 SLP Simulations Plus Inc200.0K sharesnew addition2025-09-302025-11-07 TER Teradyne Inc20.6K shares0.00%2025-09-302025-11-07 NOVT Novanta Inc25.0K sharesnew addition2025-09-302025-11-07 DT Dynatrace Inc50.0K shares0.00%2025-09-302025-11-07 CINT CI&T Inc450.0K shares0.00%2025-09-302025-11-07 FRSH Freshworks Inc190.0K shares111.11%2025-09-302025-11-07 SILC Silicom Ltd125.0K shares0.00%2025-09-302025-11-07 PATH UiPath Inc161.3K shares0.00%2025-09-302025-11-07 ZM Zoom Communications Inc25.9K shares0.00%2025-09-302025-11-07 INUV Inuvo Inc573.8K shares-0.65%2025-09-302025-11-07 KD Kyndryl Holdings Inc67.0K shares0.00%2025-09-302025-11-07 CKP Check Point Software Technologies Ltd9.2K shares0.00%2025-09-302025-11-07 ADTN ADTRAN Holdings Inc200.0K shares0.00%2025-09-302025-11-07 ARW Arrow Electronics Inc15.2K shares0.00%2025-09-302025-11-07 LTRX Lantronix Inc400.0K shares-55.56%2025-09-302025-11-07 GNSS Genasys Inc750.0K shares0.00%2025-09-302025-11-07 VLN.WS Valens Semiconductor Ltd950.0K shares0.00%2025-09-302025-11-07 Freightos Ltd Freightos Ltd500.0K shares0.00%2025-09-302025-11-07 FORR Forrester Research Inc150.0K shares0.00%2025-09-302025-11-07 POWI Power Integrations Inc38.0K shares0.00%2025-09-302025-11-07 AWRE Aware Inc/MA430.0K shares0.00%2025-09-302025-11-07 ACCS Access Newswire Inc90.0K shares0.00%2025-09-302025-11-07 BELFA Bel Fuse Inc7.5K shares0.00%2025-09-302025-11-07 TXN Texas Instruments Inc4.1K shares0.00%2025-09-302025-11-07 INTC Intel Corp19.0K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available