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Oppenheimer & Close’s Hurco Companies Inc HURC Stock Holding History

Oppenheimer & Close’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.73M Buy
457,180
+29,670
+7% +$488K 4.24% 3
2025
Q4 		$6.61M Buy
427,510
+34,692
+9% +$575K 4.5% 5
2025
Q3 		$6.84M Buy
392,818
+42,990
+12% +$795K 4.62% 4
2025
Q2 		$6.61M Sell
349,828
-955
-0.3% -$14.4K 5.07% 3
2025
Q1 		$5.44M Sell
350,783
-2,940
-0.8% -$55.9K 4.49% 6
2024
Q4 		$6.82M Hold
353,723
– – 5.61% 3
2024
Q3 		$7.45M Buy
353,723
+15,658
+5% +$269K 5.97% 3
2024
Q2 		$5.16M Buy
338,065
+29,492
+10% +$531K 4.53% 6
2024
Q1 		$6.22M Buy
308,573
+21,545
+8% +$507K 5.4% 4
2023
Q4 		$6.18M Buy
287,028
+68,459
+31% +$1.42M 5.63% 4
2023
Q3 		$4.9M Buy
218,569
+45,762
+26% +$996K 4.89% 4
2023
Q2 		$3.74M Buy
172,807
+306
+0.2% +$6.93K 3.89% 9
2023
Q1 		$4.37M Buy
172,501
+1,825
+1% +$50.4K 4.32% 8
2022
Q4 		$4.46M Buy
170,676
+3,230
+2% +$80.1K 4.38% 6
2022
Q3 		$3.76M Buy
167,446
+111,217
+198% +$2.72M 4.08% 6
2022
Q2 		$1.39M Buy
56,229
+8,755
+18% +$242K 1.59% 17
2022
Q1 		$1.5M Hold
47,474
– – 1.29% 24
2021
Q4 		$1.41M Buy
47,474
+2,088
+5% +$66.5K 1.33% 21
2021
Q3 		$1.46M Buy
45,386
+22,409
+98% +$746K 1.4% 17
2021
Q2 		$804K Hold
22,977
– – 0.75% 38
2021
Q1 		$811K Hold
22,977
– – 0.91% 36
2020
Q4 		$689K Buy
22,977
+1,499
+7% +$45.6K 0.75% 33
2020
Q3 		$609K Buy
21,478
+581
+3% +$16.9K 0.8% 33
2020
Q2 		$584K Sell
20,897
-1,531
-7% -$44.9K 0.78% 33
2020
Q1 		$652K Buy
+22,428
New +$672K 1.02% 30
2017
Q4 		– Sell
-14,375
Closed -$598K – 34
2017
Q3 		$598K Sell
14,375
-33,037
-70% -$1.17M 0.62% 27
2017
Q2 		$1.65M Hold
47,412
– – 1.7% 17
2017
Q1 		$1.47M Hold
47,412
– – 1.35% 24
2016
Q4 		$1.57M Hold
47,412
– – 1.41% 23
2016
Q3 		$1.33M Hold
47,412
– – 1.27% 26
2016
Q2 		$1.32M Hold
47,412
– – 1.24% 27
2016
Q1 		$1.56M Hold
47,412
– – 1.41% 21
2015
Q4 		$1.26M Buy
47,412
+23,675
+100% +$631K 1.13% 27
2015
Q3 		$623K Buy
23,737
+2,772
+13% +$85.5K 0.53% 43
2015
Q2 		$725K Hold
20,965
– – 0.6% 42
2015
Q1 		$690K Hold
20,965
– – 0.58% 38
2014
Q4 		$715K Sell
20,965
-17,234
-45% -$606K 0.6% 38
2014
Q3 		$1.44M Hold
38,199
– – 1.18% 26
2014
Q2 		$1.08M Hold
38,199
– – 0.87% 35
2014
Q1 		$1.02M Buy
38,199
+11,707
+44% +$298K 0.85% 38
2013
Q4 		$663K Buy
26,492
+9,247
+54% +$233K 0.57% 41
2013
Q3 		$446K Sell
17,245
-6,606
-28% -$188K 0.32% 53
2013
Q2 		$686K Buy
+23,851
New +$650K 0.51% 44

Other funds holding HURC

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BFM
Brooklands Fund Management London, United Kingdom $88.9M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Oppenheimer & Close's HURC Position: Q1 2026 in Review

Oppenheimer & Close increased its Hurco Companies Inc (HURC) stake by 6.9% in Q1 2026, buying an estimated $488K and bringing the position to 457,180 shares worth $6.73M. The position accounts for 4.24% of the portfolio, ranked #3.

Oppenheimer & Close first reported a position in HURC in Q2 2013 and has held it in 43 quarters since. The position peaked at $7.45M in Q3 2024. 53 funds tracked by Wall St. Rank hold HURC as of Q1 2026.

  • Oppenheimer & Close held 457,180 shares of Hurco Companies Inc worth $6.73M as of Q1 2026.
  • Oppenheimer & Close bought 29,670 Hurco Companies Inc shares in Q1 2026, an estimated $488K.
  • Hurco Companies Inc made up 4.24% of Oppenheimer & Close's portfolio in Q1 2026, its #3 holding.
  • Oppenheimer & Close first reported a position in Hurco Companies Inc in Q2 2013 and has held it in 43 quarters since.
  • Oppenheimer & Close's Hurco Companies Inc position peaked at $7.45M in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q1 2026.

Based on Oppenheimer & Close's 13F filing for Q1 2026, filed 12 May 2026.