Herald Investment Management’s FormFactor FORM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.02M	Sell	37,650 -37,650	-50%	-$5M	0.82%	40
2026 Q1	$7.3M	Sell	75,300 -33,000	-30%	-$2.84M	1.02%	27
2025 Q4	$6.04M	Sell	108,300 -10,000	-8%	-$504K	0.79%	37
2025 Q3	$4.31M	Hold	118,300	–	–	0.57%	46
2025 Q2	$4.06M	Hold	118,300	–	–	0.6%	46
2025 Q1	$3.35M	Hold	118,300	–	–	0.63%	43
2024 Q4	$5.2M	Hold	118,300	–	–	0.85%	36
2024 Q3	$5.44M	Hold	118,300	–	–	0.94%	33
2024 Q2	$7.16M	Hold	118,300	–	–	1.17%	22
2024 Q1	$5.39M	Hold	118,300	–	–	0.87%	30
2023 Q4	$4.93M	Buy	118,300 +15,700	+15%	+$574K	0.94%	27
2023 Q3	$3.58M	Hold	102,600	–	–	0.76%	33
2023 Q2	$3.51M	Hold	102,600	–	–	0.68%	42
2023 Q1	$3.26M	Hold	102,600	–	–	0.73%	42
2022 Q4	$2.28M	Buy	102,600 +9,600	+10%	+$224K	0.56%	50
2022 Q3	$2.33M	Hold	93,000	–	–	0.57%	51
2022 Q2	$3.6M	Hold	93,000	–	–	0.84%	32
2022 Q1	$3.9M	Hold	93,000	–	–	0.71%	42
2021 Q4	$4.25M	Hold	93,000	–	–	0.69%	43
2021 Q3	$3.47M	Buy	+93,000	New	+$3.46M	0.57%	56

Other funds holding FORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Herald Investment Management reduced its FormFactor (FORM) stake by 50% in Q2 2026, selling an estimated $5M and leaving 37,650 shares worth $6.02M. The position accounts for 0.82% of the portfolio, ranked #40.

Herald Investment Management first reported a position in FORM in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.3M in Q1 2026. 508 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

Herald Investment Management held 37,650 shares of FormFactor worth $6.02M as of Q2 2026.
Herald Investment Management sold 37,650 FormFactor shares in Q2 2026, an estimated $5M.
FormFactor made up 0.82% of Herald Investment Management's portfolio in Q2 2026, its #40 holding.
Herald Investment Management first reported a position in FormFactor in Q3 2021 and has held it in 20 quarters since.
Herald Investment Management's FormFactor position peaked at $7.3M in Q1 2026.
508 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

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