George Kaiser Family Foundation’s Hurco Companies Inc HURC Stock Holding History

George Kaiser Family Foundation’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 Q1	$1.19M	Buy	80,644 +9,676	+14%	+$159K	0.13%	21
2025 Q4	$1.1M	Buy	70,968 +26,000	+58%	+$431K	0.15%	17
2025 Q3	$782K	Hold	44,968	–	–	0.11%	19
2025 Q2	$850K	Buy	44,968 +16,377	+57%	+$247K	0.12%	18
2025 Q1	$443K	Buy	28,591 +4,036	+16%	+$76.8K	0.07%	20
2024 Q4	$474K	Hold	24,555	–	–	0.07%	16
2024 Q3	$517K	Buy	24,555 +5,314	+28%	+$91.2K	0.08%	17
2024 Q2	$294K	Buy	+19,241	New	+$347K	0.05%	17

Other funds holding HURC

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

BFM

Brooklands Fund Management London, United Kingdom $88.9M AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

George Kaiser Family Foundation's HURC Position: Q1 2026 in Review

George Kaiser Family Foundation increased its Hurco Companies Inc (HURC) stake by 14% in Q1 2026, buying an estimated $159K and bringing the position to 80,644 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #21.

George Kaiser Family Foundation first reported a position in HURC in Q2 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold HURC as of Q1 2026.

George Kaiser Family Foundation held 80,644 shares of Hurco Companies Inc worth $1.19M as of Q1 2026.
George Kaiser Family Foundation bought 9,676 Hurco Companies Inc shares in Q1 2026, an estimated $159K.
Hurco Companies Inc made up 0.13% of George Kaiser Family Foundation's portfolio in Q1 2026, its #21 holding.
George Kaiser Family Foundation first reported a position in Hurco Companies Inc in Q2 2024 and has held it in 8 quarters since.
53 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q1 2026.

Based on George Kaiser Family Foundation's 13F filing for Q1 2026, filed 14 May 2026.