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Herald Investment Management Ltd Top Holdings and 13F Report (2025)

About Herald Investment Management Ltd

Investment Activity

  • Herald Investment Management Ltd has $674.26 million in total holdings as of June 30, 2025.
  • Herald Investment Management Ltd owns shares of 94 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 5.19% of the portfolio was purchased this quarter.
  • About 4.31% of the portfolio was sold this quarter.
  • This quarter, Herald Investment Management Ltd has purchased 95 new stocks and bought additional shares in 12 stocks.
  • Herald Investment Management Ltd sold shares of 6 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Celestica Inc
$60,999,991
Fabrinet
$45,517,332
Pegasystems
$38,085,868
Super Micro Computer Inc
$36,962,955

Largest New Holdings this Quarter

46122W303 - Inuvo Inc
$2,662,275 Holding
87876P201 - Tecogen
$2,192,963 Holding

Largest Purchases this Quarter

Pegasystems
351,800 shares (about $19.04M)
Inuvo Inc
577,500 shares (about $2.66M)
Similarweb
300,000 shares (about $2.36M)
Tecogen
321,078 shares (about $2.19M)
Spire Global Inc
156,249 shares (about $1.86M)

Largest Sales this Quarter

Celestica Inc
32,500 shares (about $5.07M)
Fabrinet
14,900 shares (about $4.39M)
Radware
50,000 shares (about $1.47M)
Microsoft
2,445 shares (about $1.22M)
Apple
4,600 shares (about $943.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHerald Investment Management Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Celestica Inc
$60,999,991$5,074,225 -7.7%390,7009.0%COM
Fabrinet stock logo
FN
Fabrinet
$45,517,332$4,386,858 -8.8%154,6006.8%Computer and Technology
Pegasystems Inc. stock logo
PEGA
Pegasystems
$38,085,868$19,042,934 100.0%703,6005.6%Computer and Technology
Super Micro Computer Inc
$36,962,9550.0%754,5005.5%COM
Silicon Motion Technology Corporation stock logo
SIMO
Silicon Motion Technology
$28,864,1010.0%384,9064.3%Computer and Technology
Varonis Systems, Inc. stock logo
VRNS
Varonis Systems
$22,489,8850.0%443,5003.3%Computer and Technology
Arlo Technologies, Inc. stock logo
ARLO
Arlo Technologies
$21,645,1500.0%1,277,0003.2%Computer and Technology
Radware Ltd. stock logo
RDWR
Radware
$19,811,250$1,467,500 -6.9%675,0002.9%Computer and Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$18,790,4500.0%185,0002.8%Computer and Technology
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$17,199,1800.0%42,3002.6%Computer and Technology
Leonardo DRS, Inc. stock logo
DRS
Leonardo DRS
$13,944,000$929,600 -6.3%300,0002.1%Aerospace
AvePoint, Inc. stock logo
AVPT
AvePoint
$13,517,0000.0%700,0002.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$12,080,259$1,215,483 -9.1%24,3001.8%Computer and Technology
JFrog Ltd. stock logo
FROG
JFrog
$10,962,5000.0%250,0001.6%Computer and Technology
Vicor Corporation stock logo
VICR
Vicor
$10,425,9000.0%230,0001.5%Computer and Technology
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$10,245,0600.0%296,1001.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,178,3040.0%46,4001.5%Retail/Wholesale
Cogent Communications Holdings, Inc. stock logo
CCOI
Cogent Communications
$10,008,396$337,470 3.5%207,6001.5%Computer and Technology
Red Violet, Inc. stock logo
RDVT
Red Violet
$9,840,0000.0%200,0001.5%Computer and Technology
Qualys, Inc. stock logo
QLYS
Qualys
$9,280,7000.0%65,0001.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,844,7380.0%50,2001.3%Computer and Technology
Ceva, Inc. stock logo
CEVA
Ceva
$8,780,000$1,646,250 23.1%400,0001.3%Computer and Technology
Tower Semiconductor Ltd. stock logo
TSEM
Tower Semiconductor
$8,569,4400.0%198,0001.3%Computer and Technology
Harmonic Inc. stock logo
HLIT
Harmonic
$7,426,1000.0%785,0001.1%Computer and Technology
Five9, Inc. stock logo
FIVN
Five9
$6,927,280$1,359,016 24.4%262,0001.0%Computer and Technology
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$6,464,2750.0%47,5001.0%Business Services
First Advantage Co. stock logo
FA
First Advantage
$5,778,171$795,171 16.0%347,8730.9%Business Services
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$5,425,200$904,200 20.0%180,0000.8%Computer and Technology
Intellicheck, Inc. stock logo
IDN
Intellicheck
$5,350,0000.0%1,000,0000.8%Industrials
HealthStream, Inc. stock logo
HSTM
HealthStream
$5,251,6000.0%190,0000.8%Computer and Technology
nLight stock logo
LASR
nLight
$5,109,0000.0%260,0000.8%Computer and Technology
AvidXchange Holdings, Inc. stock logo
AVDX
AvidXchange
$4,895,0000.0%500,0000.7%Computer and Technology
Couchbase, Inc. stock logo
BASE
Couchbase
$4,876,0000.0%200,0000.7%Computer and Technology
Ouster, Inc. stock logo
OUST
Ouster
$4,846,0000.0%200,0000.7%Computer and Technology
Climb Global Solutions, Inc. stock logo
CLMB
Climb Global Solutions
$4,815,000$535,000 12.5%45,0000.7%Business Services
Similarweb Ltd. stock logo
SMWB
Similarweb
$4,710,000$2,355,000 100.0%600,0000.7%Computer and Technology
Spire Global Inc
$4,596,363$1,859,363 67.9%386,2490.7%COM
QuickLogic Corporation stock logo
QUIK
QuickLogic
$4,469,9190.0%730,3790.7%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$4,434,4800.0%36,0000.7%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,387,2390.0%30,9200.7%Computer and Technology
Electrovaya Inc
$4,313,650$289,850 7.2%1,265,0000.6%COM
PDF Solutions, Inc. stock logo
PDFS
PDF Solutions
$4,268,0000.0%200,0000.6%Computer and Technology
Everspin Tech stock logo
MRAM
Everspin Tech
$4,239,000$471,000 12.5%675,0000.6%Business Services
Vishay Precision Group, Inc. stock logo
VPG
Vishay Precision Group
$4,212,0000.0%150,0000.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,183,020$943,230 -18.4%20,4000.6%Computer and Technology
FormFactor, Inc. stock logo
FORM
FormFactor
$4,064,7880.0%118,3000.6%Computer and Technology
Veeco Instruments Inc. stock logo
VECO
Veeco Instruments
$4,064,0000.0%200,0000.6%Computer and Technology
Franklin Covey Company stock logo
FC
Franklin Covey
$3,991,7500.0%175,0000.6%Business Services
Vertex, Inc. stock logo
VERX
Vertex
$3,886,3000.0%110,0000.6%Computer and Technology
Aviat Networks, Inc. stock logo
AVNW
Aviat Networks
$3,724,6500.0%155,0000.6%Computer and Technology
Radcom Ltd. stock logo
RDCM
Radcom
$3,704,2500.0%275,0000.5%Computer and Technology
Ribbon Communications Inc. stock logo
RBBN
Ribbon Communications
$3,660,6050.0%912,8690.5%Computer and Technology
Digital Turbine, Inc. stock logo
APPS
Digital Turbine
$3,534,0000.0%600,0000.5%Computer and Technology
FARO Technologies, Inc. stock logo
FARO
FARO Technologies
$3,513,6000.0%80,0000.5%Computer and Technology
Ooma, Inc. stock logo
OOMA
Ooma
$3,354,0000.0%260,0000.5%Computer and Technology
N-able, Inc. stock logo
NABL
N-able
$3,341,1700.0%413,0000.5%Business Services
Bandwidth Inc. stock logo
BAND
Bandwidth
$3,339,0000.0%210,0000.5%Computer and Technology
Onespan Inc stock logo
OSPN
Onespan
$3,332,0000.0%200,0000.5%Computer and Technology
Rimini Street, Inc. stock logo
RMNI
Rimini Street
$3,204,5000.0%850,0000.5%Computer and Technology
BigCommerce Holdings, Inc. stock logo
BIGC
BigCommerce
$3,125,0000.0%625,0000.5%Computer and Technology
Bel Fuse Inc. stock logo
BELFB
Bel Fuse
$2,930,7000.0%30,0000.4%Computer and Technology
Arteris, Inc. stock logo
AIP
Arteris
$2,859,0000.0%300,0000.4%Computer and Technology
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$2,811,3200.0%67,0000.4%Business Services
Digi International Inc. stock logo
DGII
Digi International
$2,788,0000.0%80,0000.4%Computer and Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$2,758,5000.0%50,0000.4%Computer and Technology
CI&T Inc. stock logo
CINT
CI&T
$2,682,000$566,200 26.8%450,0000.4%Computer and Technology
Inuvo Inc
$2,662,275$2,662,275 New Holding577,5000.4%COM
Lantronix, Inc. stock logo
LTRX
Lantronix
$2,574,0000.0%900,0000.4%Computer and Technology
Valens Semiconductor, Ltd. stock logo
VLN
Valens Semiconductor
$2,489,0000.0%950,0000.4%Computer and Technology
Kopin Corporation stock logo
KOPN
Kopin
$2,333,2000.0%1,535,0000.3%Computer and Technology
Arista Networks Inc
$2,322,8910.0%22,7000.3%COM
Tecogen Inc. stock logo
TGEN
Tecogen
$2,192,963$2,192,963 New Holding321,0780.3%Construction
Power Integrations, Inc. stock logo
POWI
Power Integrations
$2,123,0600.0%38,0000.3%Computer and Technology
UiPath, Inc. stock logo
PATH
UiPath
$2,062,7710.0%161,2800.3%Computer and Technology
Himax Technologies, Inc. stock logo
HIMX
Himax Technologies
$2,053,9000.0%230,0000.3%Computer and Technology
Check Point Software Technologies Ltd
$2,035,0400.0%9,2000.3%COM
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$2,019,6850.0%25,9100.3%Computer and Technology
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$1,937,5440.0%15,2000.3%Computer and Technology
Silicom Ltd stock logo
SILC
Silicom
$1,906,2500.0%125,0000.3%Computer and Technology
Teradyne, Inc. stock logo
TER
Teradyne
$1,851,9400.0%20,6000.3%Computer and Technology
ADTRAN Holdings, Inc. stock logo
ADTN
ADTRAN
$1,792,0000.0%200,0000.3%Business Services
Forrester Research, Inc. stock logo
FORR
Forrester Research
$1,483,5000.0%150,0000.2%Computer and Technology
M-tron Industries, Inc. stock logo
MPTI
M-tron Industries
$1,458,8000.0%35,0000.2%Construction
Freshworks Inc. stock logo
FRSH
Freshworks
$1,341,0000.0%90,0000.2%Computer and Technology
Genasys Inc. stock logo
GNSS
Genasys
$1,297,5000.0%750,0000.2%Consumer Discretionary
Freightos Ltd
$1,200,0000.0%500,0000.2%COM
Mesa Laboratories, Inc. stock logo
MLAB
Mesa Laboratories
$1,177,5000.0%12,5000.2%Medical
Issuer Direct Corp
$1,062,0000.0%90,0000.2%COM
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$850,7910.0%4,1000.1%Computer and Technology
Aware, Inc. stock logo
AWRE
Aware
$808,4000.0%430,0000.1%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$769,9000.0%2,5000.1%Computer and Technology
TeleTech Holdings, Inc. stock logo
TTEC
TeleTech
$673,4000.0%140,0000.1%Business Services
Bel Fuse Inc. stock logo
BELFA
Bel Fuse
$669,8250.0%7,5000.1%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$425,2200.0%19,0000.1%Computer and Technology
American Software, Inc. stock logo
AMSWA
American Software
$0$11,745,320 -100.0%00.0%Computer and Technology
Inuvo, Inc. stock logo
INUV
Inuvo
$0$2,085,930 -100.0%00.0%Computer and Technology
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$0$1,222,992 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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