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 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 $1.9T AUM 41.92% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $9.6B AUM 50.48% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $661M AUM 63.05% 1-Year Est. Return

MYDA Advisors Woodmere, New York $424M AUM 77.08% 1-Year Est. Return