HIM
ELVA

Herald Investment Management’s Electrovaya ELVA Stock Holding History

Herald Investment Management’s Portfolio ELVA Stock Details ELVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.36M Sell
704,500
-445,500
-39% -$4.41M 1% 31
2026
Q1 		$9M Sell
1,150,000
-290,000
-20% -$2.51M 1.25% 21
2025
Q4 		$11.3M Buy
1,440,000
+175,000
+14% +$1.06M 1.48% 20
2025
Q3 		$7.45M Hold
1,265,000
– – 0.99% 25
2025
Q2 		$4.31M Buy
1,265,000
+85,000
+7% +$250K 0.64% 41
2025
Q1 		$2.73M Hold
1,180,000
– – 0.51% 55
2024
Q4 		$2.86M Buy
1,180,000
+930,000
+372% +$2.18M 0.47% 55
2024
Q3 		$583K Hold
250,000
– – 0.1% 92
2024
Q2 		$640K Hold
250,000
– – 0.1% 92
2024
Q1 		$905K Buy
+250,000
New +$963K 0.15% 90

Other funds holding ELVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
CIM
Caldwell Investment Management Toronto, Ontario, Canada $152M AUM 26.38% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Herald Investment Management's ELVA Position: Q2 2026 in Review

Herald Investment Management reduced its Electrovaya (ELVA) stake by 39% in Q2 2026, selling an estimated $4.41M and leaving 704,500 shares worth $7.36M. The position accounts for 1% of the portfolio, ranked #31.

Herald Investment Management first reported a position in ELVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.3M in Q4 2025. 92 funds tracked by Wall St. Rank hold ELVA as of Q2 2026.

  • Herald Investment Management held 704,500 shares of Electrovaya worth $7.36M as of Q2 2026.
  • Herald Investment Management sold 445,500 Electrovaya shares in Q2 2026, an estimated $4.41M.
  • Electrovaya made up 1% of Herald Investment Management's portfolio in Q2 2026, its #31 holding.
  • Herald Investment Management first reported a position in Electrovaya in Q1 2024 and has held it in 10 quarters since.
  • Herald Investment Management's Electrovaya position peaked at $11.3M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Electrovaya as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.