Herald Investment Management’s Bandwidth Inc BAND Stock Holding History

Herald Investment Management’s Portfolio BAND Stock Details BAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-124,000	Closed	-$7.84M	–	16
2026 Q2	$7.84M	Sell	124,000 -51,000	-29%	-$2.29M	1.06%	28
2026 Q1	$3.12M	Sell	175,000 -35,000	-17%	-$513K	0.43%	62
2025 Q4	$3.24M	Hold	210,000	–	–	0.42%	66
2025 Q3	$3.5M	Hold	210,000	–	–	0.47%	60
2025 Q2	$3.34M	Hold	210,000	–	–	0.5%	57
2025 Q1	$2.75M	Hold	210,000	–	–	0.52%	54
2024 Q4	$3.57M	Hold	210,000	–	–	0.58%	48
2024 Q3	$3.67M	Hold	210,000	–	–	0.63%	43
2024 Q2	$3.54M	Hold	210,000	–	–	0.58%	44
2024 Q1	$3.82M	Buy	210,000 +30,000	+17%	+$472K	0.62%	42
2023 Q4	$2.6M	Hold	180,000	–	–	0.5%	52
2023 Q3	$2.03M	Hold	180,000	–	–	0.43%	61
2023 Q2	$2.46M	Hold	180,000	–	–	0.48%	53
2023 Q1	$2.73M	Buy	180,000 +40,500	+29%	+$815K	0.61%	50
2022 Q4	$3.2M	Hold	139,500	–	–	0.78%	38
2022 Q3	$1.66M	Hold	139,500	–	–	0.41%	71
2022 Q2	$2.63M	Buy	139,500 +32,000	+30%	+$739K	0.61%	54
2022 Q1	$3.48M	Hold	107,500	–	–	0.63%	47
2021 Q4	$7.7M	Buy	107,500 +17,500	+19%	+$1.36M	1.25%	21
2021 Q3	$8.13M	Buy	90,000 +17,159	+24%	+$1.98M	1.34%	18
2021 Q2	$10.1M	Hold	72,841	–	–	1.64%	15
2021 Q1	$9.23M	Hold	72,841	–	–	1.61%	19
2020 Q4	$11.2M	Hold	72,841	–	–	2%	14
2020 Q3	$12.7M	Hold	72,841	–	–	2.74%	8
2020 Q2	$9.23M	Hold	72,841	–	–	2.16%	11
2020 Q1	$4.9M	Hold	72,841	–	–	1.48%	18
2019 Q4	$4.67M	Buy	72,841 +60,000	+467%	+$3.47M	1.19%	25
2019 Q3	$835K	Hold	12,841	–	–	0.25%	72
2019 Q2	$963K	Buy	12,841 +400	+3%	+$29.2K	0.27%	73
2019 Q1	$832K	Buy	+12,441	New	+$654K	0.21%	75

Other funds holding BAND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Herald Investment Management's BAND Position: Q3 2026 in Review

Herald Investment Management sold out of Bandwidth Inc (BAND) in Q3 2026, closing a stake of 124,000 shares — an estimated $7.84M sold.

Herald Investment Management first reported a position in BAND in Q1 2019 and held it in 30 quarters. The position peaked at $12.7M in Q3 2020. 11 funds tracked by Wall St. Rank hold BAND as of Q3 2026.

Herald Investment Management reported no remaining Bandwidth Inc position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 124,000 Bandwidth Inc shares in Q3 2026, an estimated $7.84M.
Herald Investment Management first reported a position in Bandwidth Inc in Q1 2019 and held it in 30 quarters.
Herald Investment Management's Bandwidth Inc position peaked at $12.7M in Q3 2020.
11 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.