Vault-13

HURCO CO HURC

COM · Common Stock · CUSIP 447324104

59 institutional holders +6 vs Q1 2026
4,389,7644.4m shares reported held*
67.8% of all shares outstanding*
$100.2mreported value*
9 new 20 added 17 reduced 3 sold out net bought ≈ $694.4k (+30.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($642.6k this quarter). Holder counts are more reliable. Shares outstanding: 6.5m as of 2026-05-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $22.83.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 46Q4 22: 48Q1 23: 59Q2 23: 58Q3 23: 59Q4 23: 59Q1 24: 57Q2 24: 53Q3 24: 53Q4 24: 50Q1 25: 47Q2 25: 45Q3 25: 53Q4 25: 52Q1 26: 53Q2 26: 5959Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202246
Q4 202248
Q1 202359
Q2 202358
Q3 202359
Q4 202359
Q1 202457
Q2 202453
Q3 202453
Q4 202450
Q1 202547
Q2 202545
Q3 202553
Q4 202552
Q1 202653
Q2 202659

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 21 bought or addedQ3 24: 18 cut or sold outQ4 24: 18 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 25 cut or sold outQ2 25: 21 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 32 bought or addedQ3 25: 18 cut or sold outQ4 25: 29 bought or addedQ4 25: 24 cut or sold outQ4 25Q1 26: 28 bought or addedQ1 26: 19 cut or sold outQ2 26: 29 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242118
Q4 20241825
Q1 20251825
Q2 20252124
Q3 20253218
Q4 20252924
Q1 20262819
Q2 20262920

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 25 calls: $4.9mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$4.9m$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

First Eagle Investment Management, LLC New +60,000+60.0k
Assenagon Asset Management S.A. New +42,028+42.0k
Marquette Asset Management, LLC New +36,448+36.4k
AMERIPRISE FINANCIAL INC Added +34,200+34.2k
MARSHALL WACE, LLP Added +28,296+28.3k
JANE STREET GROUP, LLC New +27,893+27.9k
Peapod Lane Capital LLC Added +19,924+19.9k
ACADIAN ASSET MANAGEMENT LLC Added +15,179+15.2k
BARINGTON COMPANIES MANAGEMENT, LLC New +11,430+11.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +8,817+8.8k

Biggest sellers

BRANDES INVESTMENT PARTNERS, LP Reduced -173,889-173.9k
DIMENSIONAL FUND ADVISORS LP Reduced -30,524-30.5k
UBS Group AG Reduced -27,041-27.0k
Invenomic Capital Management LP Reduced -25,761-25.8k
ROYAL BANK OF CANADA Reduced -14,339-14.3k
ENVESTNET ASSET MANAGEMENT INC Sold out -11,056-11.1k
NORTHERN TRUST CORP Reduced -3,176-3.2k
VANGUARD FIDUCIARY TRUST CO Reduced -2,720-2.7k
BlackRock, Inc. Reduced -2,620-2.6k
Pacific Ridge Capital Partners, LLC Reduced -1,314-1.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Oppenheimer & Close, LLC 13G · exempt (held before listing) no change · filed 2026-08-11 7.1% no change 460.2k≈ $10.5m 2026-08-11
BRANDES INVESTMENT PARTNERS, LP 13G · institution -2.8 pts · filed 2026-08-13 6.4% -2.8 pts 417.5k≈ $9.6m 2026-08-13
Acuitas Investments, LLC 13G · institution filed 2024-11-07 6.1% 423.3k≈ $9.7m 2024-11-07
Brooklands Fund Management Ltd 13G · institution new · filed 2026-05-18 5.5% new 354.1k≈ $8.1m 2026-05-18

Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (4.9%, 2026-07-14), Polar Asset Management Partners Inc. (4.4%, 2025-11-14), BANK OF MONTREAL /CAN/ (0.7%, 2025-11-13)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 5 buyingQ2 25: 0 sellingQ3 25: 2 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20255$259.1k0——
Q3 20252$80.2k0——
Q4 20251$4.8k0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Oppenheimer & Close, LLC 6.65% of their portfolio NEW YORK, NY 460,214460.2k $10.5m $10.5m 6.65% Added +3.0k +3,034
2 BRANDES INVESTMENT PARTNERS, LP 0.07% of their portfolio LA JOLLA, CA 417,517417.5k $9.6m $9.6m 0.07% Reduced -173.9k -173,889
3 Brooklands Fund Management Ltd 6.12% of their portfolio LONDON, X0 354,068354.1k $7.8m $7.8m 6.12% Unchanged
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 316,214316.2k $7.2m $7.2m 0.00% Reduced -30.5k -30,524
5 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 305,234305.2k $7.0m $7.0m 0.00% Added +34.2k +34,200
6 Peapod Lane Capital LLC 4.09% of their portfolio Bedford Hills, NY 264,792264.8k $6.1m $6.1m 4.09% Added +19.9k +19,924
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 259,917259.9k $6.0m $6.0m 0.00% Added +4.8k +4,797
8 Meros Investment Management, LP 1.54% of their portfolio DALLAS, TX 211,318211.3k $4.8m $4.8m 1.54% Reduced -221 -221
9 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 200,068200.1k $4.6m $4.6m 0.08% Unchanged
10 Pacific Ridge Capital Partners, LLC 0.71% of their portfolio LAKE OSWEGO, OR 169,747169.7k $3.9m $3.9m 0.71% Reduced -1.3k -1,314
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 158,050158.1k $3.6m $3.6m 0.00% Reduced -2.6k -2,620
12 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 120,900120.9k $2.8m $2.8m 0.00% Unchanged
13 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 96,34196.3k $2.2m $2.2m 0.00% Added +4.9k +4,893
14 Invenomic Capital Management LP 0.12% of their portfolio BOSTON, MA 90,96791.0k $2.1m $2.1m 0.12% Reduced -25.8k -25,761
15 George Kaiser Family Foundation 0.18% of their portfolio TULSA, OK 80,64480.6k $1.8m $1.8m 0.18% Unchanged
16 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 78,94078.9k $1.8m $1.8m 0.00% Added +28.3k +28,296
17 Diamond Hill Capital Management, LLC (Investment Advisor) 0.01% of their portfolio COLUMBUS, OH 74,34974.3k $1.7m $1.7m 0.01% Added +5.4k +5,370
18 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 66,46866.5k $1.5m $1.5m 0.00% Added +3.9k +3,888
19 First Eagle Investment Management, LLC 0.00% of their portfolio NEW YORK, NY 60,00060.0k $1.4m $1.4m 0.00% New
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 52,26852.3k $1.2m $1.2m 0.02% Added +1.9k +1,939
21 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 50,16750.2k $1.1m $1.1m 0.00% Added +15.2k +15,179
22 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 42,02842.0k $962.2k $962.2k 0.00% New
23 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 36,59536.6k $837.8k $837.8k 0.00% Reduced -2.7k -2,720
24 Marquette Asset Management, LLC 0.11% of their portfolio MINNEAPOLIS, MN 36,44836.4k $834.5k $834.5k 0.11% New
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 33,05733.1k $756.8k $756.8k 0.00% Reduced -27.0k -27,041
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,89327.9k $638.6k $638.6k 0.00% New
27 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 24,83924.8k $568.7k $568.7k 0.00% Added +1.9k +1,939
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 24,50024.5k $560.9k $560.9k 0.00% Added +230 +230
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 23,69423.7k $542.5k $542.5k 0.00% Unchanged
30 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 22,58622.6k $517.1k $517.1k 0.00% Unchanged
31 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 22,32222.3k $511.1k $511.1k 0.00% Added +4.3k +4,331
32 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 21,78221.8k $499.0k $499.0k 0.03% Added +981 +981
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,47221.5k $491.6k $491.6k 0.00% Reduced -1.2k -1,218
34 FMR LLC 0.00% of their portfolio BOSTON, MA 21,17221.2k $484.7k $484.7k 0.00% Added +1.6k +1,570
35 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 19,37119.4k $443.5k $443.5k 0.00% Added +90 +90
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,14416.1k $369.6k $369.6k 0.00% Reduced -71 -71
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,04716.0k $368.0k $368.0k 0.00% Reduced -14.3k -14,339
38 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 15,40615.4k $357.3k $357.3k 0.00% Reduced -745 -745
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 14,49014.5k $331.8k $331.8k 0.00% Reduced -1.1k -1,056
40 Aldebaran Capital, LLC 0.24% of their portfolio CARMEL, IN 13,69913.7k $313.6k $313.6k 0.24% Reduced -30 -30
41 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 13,68113.7k $313.2k $313.2k 0.00% Added +1.1k +1,132
42 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 12,82812.8k $293.7k $293.7k 0.00% Reduced -3.2k -3,176
43 BARINGTON COMPANIES MANAGEMENT, LLC 0.18% of their portfolio NEW YORK, NY 11,43011.4k $261.7k $261.7k 0.18% New
44 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 10,60010.6k $243.0k $243.0k 0.00% Unchanged
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,8178.8k $201.9k $201.9k 0.00% New
46 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 8,6858.7k $198.8k $198.8k 0.02% Added +5.3k +5,278
47 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 3,3043.3k $75.6k $75.6k 0.00% Added +3.2k +3,221
48 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,6132.6k $59.8k $59.8k 0.00% Unchanged
49 CALDWELL SUTTER CAPITAL, INC. 0.02% of their portfolio SAUSALITO, CA 2,3742.4k $54.4k $54.4k 0.02% Unchanged
50 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 658658 $15.1k $15.1k 0.00% Reduced -106 -106
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 526526 $12.0k $12.0k 0.00% Added +497 +497
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 300300 $6.8k $6.8k 0.00% New
53 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 153153 $3.5k $3.5k 0.00% Reduced -121 -121
54 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 100100 $2.3k $2.3k 0.00% Unchanged
55 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1414 $321 $321 0.00% New
56 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1111 $251 $251 0.00% New
57 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 66 $137 $137 0.00% Unchanged
58 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $23 $23 0.00% Unchanged
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $18 $18 0.00% Unchanged