Caldwell Sutter Capital’s Hurco Companies Inc HURC Stock Holding History

Caldwell Sutter Capital’s Portfolio HURC Stock Details HURC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,374	Closed	-$54.4K	–	961
2026 Q2	$54.4K	Hold	2,374	–	–	0.02%	391
2026 Q1	$34.9K	Hold	2,374	–	–	0.01%	417
2025 Q4	$36.7K	Sell	2,374 -4,752	-67%	-$78.8K	0.02%	404
2025 Q3	$124K	Hold	7,126	–	–	0.05%	262
2025 Q2	$135K	Hold	7,126	–	–	0.06%	247
2025 Q1	$111K	Sell	7,126 -1,100	-13%	-$20.9K	0.05%	264
2024 Q4	$159K	Sell	8,226 -189	-2%	-$3.98K	0.07%	224
2024 Q3	$177K	Hold	8,415	–	–	0.08%	217
2024 Q2	$128K	Buy	8,415 +1,000	+13%	+$18K	0.06%	244
2024 Q1	$149K	Hold	7,415	–	–	0.07%	236
2023 Q4	$160K	Buy	7,415 +2,050	+38%	+$42.6K	0.08%	221
2023 Q3	$120K	Buy	5,365 +2,850	+113%	+$62K	0.07%	232
2023 Q2	$54.4K	Buy	+2,515	New	+$56.9K	0.03%	315

Other funds holding HURC

Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return

Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Caldwell Sutter Capital's HURC Position: Q3 2026 in Review

Caldwell Sutter Capital sold out of Hurco Companies Inc (HURC) in Q3 2026, closing a stake of 2,374 shares — an estimated $54.4K sold.

Caldwell Sutter Capital first reported a position in HURC in Q2 2023 and held it in 13 quarters. The position peaked at $177K in Q3 2024. 42 funds tracked by Wall St. Rank hold HURC as of Q3 2026.

Caldwell Sutter Capital reported no remaining Hurco Companies Inc position as of Q3 2026 after selling out during the quarter.
Caldwell Sutter Capital sold 2,374 Hurco Companies Inc shares in Q3 2026, an estimated $54.4K.
Caldwell Sutter Capital first reported a position in Hurco Companies Inc in Q2 2023 and held it in 13 quarters.
Caldwell Sutter Capital's Hurco Companies Inc position peaked at $177K in Q3 2024.
42 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.