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 Q3	–	Sell	-37,650	Closed	-$6.02M	–	37
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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

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

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

FFA

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

VCM

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Herald Investment Management sold out of FormFactor (FORM) in Q3 2026, closing a stake of 37,650 shares — an estimated $6.02M sold.

Herald Investment Management first reported a position in FORM in Q3 2021 and held it in 20 quarters. The position peaked at $7.3M in Q1 2026. 13 funds tracked by Wall St. Rank hold FORM as of Q3 2026.

Herald Investment Management reported no remaining FormFactor position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 37,650 FormFactor shares in Q3 2026, an estimated $6.02M.
Herald Investment Management first reported a position in FormFactor in Q3 2021 and held it in 20 quarters.
Herald Investment Management's FormFactor position peaked at $7.3M in Q1 2026.
13 funds tracked by Wall St. Rank held FormFactor as of Q3 2026.

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