Herald Investment Management’s TTEC Holdings TTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-140,000	Closed	-$673K	–	99
2025 Q2	$673K	Hold	140,000	–	–	0.1%	92
2025 Q1	$461K	Hold	140,000	–	–	0.09%	94
2024 Q4	$697K	Hold	140,000	–	–	0.11%	92
2024 Q3	$820K	Hold	140,000	–	–	0.14%	90
2024 Q2	$822K	Hold	140,000	–	–	0.13%	89
2024 Q1	$1.45M	Hold	140,000	–	–	0.24%	86
2023 Q4	$3.03M	Hold	140,000	–	–	0.58%	45
2023 Q3	$3.67M	Hold	140,000	–	–	0.78%	31
2023 Q2	$4.73M	Buy	140,000 +30,030	+27%	+$1.03M	0.92%	29
2023 Q1	$4.09M	Hold	109,970	–	–	0.91%	31
2022 Q4	$4.85M	Hold	109,970	–	–	1.19%	23
2022 Q3	$4.87M	Hold	109,970	–	–	1.2%	22
2022 Q2	$7.46M	Hold	109,970	–	–	1.73%	16
2022 Q1	$9.05M	Hold	109,970	–	–	1.65%	16
2021 Q4	$9.96M	Hold	109,970	–	–	1.62%	16
2021 Q3	$10.3M	Hold	109,970	–	–	1.69%	15
2021 Q2	$11.3M	Hold	109,970	–	–	1.84%	14
2021 Q1	$11M	Hold	109,970	–	–	1.92%	13
2020 Q4	$8.02M	Buy	109,970 +4,170	+4%	+$271K	1.43%	23
2020 Q3	$5.77M	Buy	105,800 +19,800	+23%	+$1.04M	1.24%	23
2020 Q2	$4M	Buy	86,000 +46,000	+115%	+$1.84M	0.93%	32
2020 Q1	$1.46M	Hold	40,000	–	–	0.44%	52
2019 Q4	$1.58M	Buy	+40,000	New	+$1.75M	0.4%	60

Other funds holding TTEC

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Herald Investment Management's TTEC Position: Q3 2025 in Review

Herald Investment Management sold out of TTEC Holdings (TTEC) in Q3 2025, closing a stake of 140,000 shares — an estimated $673K sold.

Herald Investment Management first reported a position in TTEC in Q4 2019 and held it in 23 quarters. The position peaked at $11.3M in Q2 2021. 108 funds tracked by Wall St. Rank hold TTEC as of Q3 2025.

Herald Investment Management reported no remaining TTEC Holdings position as of Q3 2025 after selling out during the quarter.
Herald Investment Management sold 140,000 TTEC Holdings shares in Q3 2025, an estimated $673K.
Herald Investment Management first reported a position in TTEC Holdings in Q4 2019 and held it in 23 quarters.
Herald Investment Management's TTEC Holdings position peaked at $11.3M in Q2 2021.
108 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2025.

Based on Herald Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.