Herald Investment Management’s Ribbon Communications RBBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100,000	Closed	-$212K	–	96
2026 Q1	$212K	Sell	100,000 -700,000	-88%	-$1.68M	0.03%	96
2025 Q4	$2.3M	Sell	800,000 -112,869	-12%	-$364K	0.3%	80
2025 Q3	$3.47M	Hold	912,869	–	–	0.46%	62
2025 Q2	$3.66M	Hold	912,869	–	–	0.54%	52
2025 Q1	$3.58M	Sell	912,869 -210,809	-19%	-$888K	0.67%	41
2024 Q4	$4.67M	Sell	1,123,678 -292,191	-21%	-$1.1M	0.77%	39
2024 Q3	$4.59M	Hold	1,415,869	–	–	0.79%	38
2024 Q2	$4.63M	Hold	1,415,869	–	–	0.76%	38
2024 Q1	$4.53M	Hold	1,415,869	–	–	0.73%	36
2023 Q4	$4.11M	Hold	1,415,869	–	–	0.78%	34
2023 Q3	$3.78M	Hold	1,415,869	–	–	0.8%	28
2023 Q2	$3.94M	Hold	1,415,869	–	–	0.76%	36
2023 Q1	$4.83M	Buy	1,415,869 +20	+0%	+$73	1.07%	23
2022 Q4	$3.94M	Sell	1,415,849 -20	-0%	-$52	0.97%	30
2022 Q3	$3.14M	Buy	1,415,869 +327,869	+30%	+$1.04M	0.77%	38
2022 Q2	$3.31M	Hold	1,088,000	–	–	0.77%	37
2022 Q1	$3.36M	Hold	1,088,000	–	–	0.61%	50
2021 Q4	$6.58M	Hold	1,088,000	–	–	1.07%	29
2021 Q3	$6.51M	Hold	1,088,000	–	–	1.07%	28
2021 Q2	$8.27M	Hold	1,088,000	–	–	1.35%	22
2021 Q1	$8.92M	Hold	1,088,000	–	–	1.55%	20
2020 Q4	$7.14M	Hold	1,088,000	–	–	1.27%	26
2020 Q3	$4.21M	Hold	1,088,000	–	–	0.91%	33
2020 Q2	$4.26M	Buy	1,088,000 +478,000	+78%	+$1.74M	1%	29
2020 Q1	$1.82M	Hold	610,000	–	–	0.55%	44
2019 Q4	$1.88M	Hold	610,000	–	–	0.48%	52
2019 Q3	$3.56M	Hold	610,000	–	–	1.06%	28
2019 Q2	$2.98M	Buy	+610,000	New	+$2.98M	0.83%	35

Other funds holding RBBN

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Herald Investment Management sold out of Ribbon Communications (RBBN) in Q2 2026, closing a stake of 100,000 shares — an estimated $212K sold.

Herald Investment Management first reported a position in RBBN in Q2 2019 and held it in 28 quarters. The position peaked at $8.92M in Q1 2021. 22 funds tracked by Wall St. Rank hold RBBN as of Q2 2026.

Herald Investment Management reported no remaining Ribbon Communications position as of Q2 2026 after selling out during the quarter.
Herald Investment Management sold 100,000 Ribbon Communications shares in Q2 2026, an estimated $212K.
Herald Investment Management first reported a position in Ribbon Communications in Q2 2019 and held it in 28 quarters.
Herald Investment Management's Ribbon Communications position peaked at $8.92M in Q1 2021.
22 funds tracked by Wall St. Rank held Ribbon Communications as of Q2 2026.

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