Herald Investment Management’s Ouster OUST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.15M	Sell	114,500 -35,500	-24%	-$1.19M	0.97%	34
2026 Q1	$2.76M	Sell	150,000 -50,000	-25%	-$1.09M	0.38%	65
2025 Q4	$4.33M	Buy	200,000 +10,000	+5%	+$264K	0.57%	52
2025 Q3	$5.13M	Sell	190,000 -10,000	-5%	-$279K	0.68%	39
2025 Q2	$4.85M	Hold	200,000	–	–	0.72%	34
2025 Q1	$1.79M	Buy	+200,000	New	+$1.97M	0.34%	73

Other funds holding OUST

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Herald Investment Management reduced its Ouster (OUST) stake by 24% in Q2 2026, selling an estimated $1.19M and leaving 114,500 shares worth $7.15M. The position accounts for 0.97% of the portfolio, ranked #34.

Herald Investment Management first reported a position in OUST in Q1 2025 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold OUST as of Q2 2026.

Herald Investment Management held 114,500 shares of Ouster worth $7.15M as of Q2 2026.
Herald Investment Management sold 35,500 Ouster shares in Q2 2026, an estimated $1.19M.
Ouster made up 0.97% of Herald Investment Management's portfolio in Q2 2026, its #34 holding.
Herald Investment Management first reported a position in Ouster in Q1 2025 and has held it in 6 quarters since.
329 funds tracked by Wall St. Rank held Ouster as of Q2 2026.

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