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Herald Investment Management’s Kopin KOPN Stock Holding History

Herald Investment Management’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.58M Sell
1,247,500
-652,500
-34% -$2.84M 0.76% 46
2026
Q1 		$4.29M Hold
1,900,000
– – 0.6% 50
2025
Q4 		$4.43M Sell
1,900,000
-100,000
-5% -$289K 0.58% 50
2025
Q3 		$4.86M Buy
2,000,000
+465,000
+30% +$949K 0.65% 43
2025
Q2 		$2.33M Hold
1,535,000
– – 0.35% 70
2025
Q1 		$1.43M Hold
1,535,000
– – 0.27% 84
2024
Q4 		$2.06M Hold
1,535,000
– – 0.34% 73
2024
Q3 		$1.12M Buy
+1,535,000
New +$1.41M 0.19% 83

Other funds holding KOPN

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Herald Investment Management reduced its Kopin (KOPN) stake by 34% in Q2 2026, selling an estimated $2.84M and leaving 1,247,500 shares worth $5.58M. The position accounts for 0.76% of the portfolio, ranked #46.

Herald Investment Management first reported a position in KOPN in Q3 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • Herald Investment Management held 1,247,500 shares of Kopin worth $5.58M as of Q2 2026.
  • Herald Investment Management sold 652,500 Kopin shares in Q2 2026, an estimated $2.84M.
  • Kopin made up 0.76% of Herald Investment Management's portfolio in Q2 2026, its #46 holding.
  • Herald Investment Management first reported a position in Kopin in Q3 2024 and has held it in 8 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

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