13F Filings History of HERALD INVESTMENT MANAGEMENT Ltd

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$765,529,812
Signature - Title
Mehul Bhudia - Head of compliance
Location
London
Summary
This page shows a list of all the recent 13F filings made by HERALD INVESTMENT MANAGEMENT Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HERALD INVESTMENT MANAGEMENT Ltd reported 97 stock holdings with total value $765,529,812 as of Q4 2025. Top holdings included CLS, FN, PEGA, SIMO, and VICR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 97 $765,529,812 +$63,054,893 -$72,289,702 -$9,234,809 CLS, FN, PEGA, SIMO, VICR 13F-HR 13 Feb 2026, 09:49
Q3 2025 94 $750,745,355 +$43,108,510 -$49,250,763 -$6,142,253 CLS, FN, PEGA, SIMO, SMCI 13F-HR 07 Nov 2025, 07:26
Q2 2025 94 $674,263,244 +$35,016,692 -$29,071,138 +$5,945,554 CLS, FN, PEGA, SMCI, SIMO 13F-HR 22 Jul 2025, 11:37
Q1 2025 95 $533,031,849 +$27,532,771 -$26,655,572 +$877,199 FN, CLS, SMCI, PEGA, SIMO 13F-HR 12 May 2025, 09:45
Q4 2024 94 $610,912,330 +$44,487,120 -$24,599,373 +$19,887,747 CLS, FN, PEGA, SMCI, DSGX 13F-HR 13 Feb 2025, 15:21
Q3 2024 94 $580,428,399 +$42,959,547 -$77,864,684 -$34,905,137 FN, SMCI, VRNS, PEGA, CLS 13F-HR 13 Nov 2024, 12:01
Q2 2024 96 $610,238,118 +$7,491,865 -$8,290,169 -$798,304 SMCI, FN, SIMO, CLS, VRNS 13F-HR 09 Aug 2024, 07:05
Q1 2024 98 $616,818,082 +$81,390,015 -$168,730,991 -$87,340,976 SMCI, FN, SIMO, VRNS, PEGA 13F-HR 13 May 2024, 09:58
Q4 2023 98 $523,513,700 +$9,833,405 -$18,952,524 -$9,119,119 SMCI, FN, SIMO, VRNS, DSGX 13F-HR 14 Feb 2024, 11:03
Q3 2023 101 $470,398,366 +$18,513,669 -$38,426,976 -$19,913,307 SMCI, FN, SIMO, DSGX, VRNS 13F-HR 13 Nov 2023, 09:31
Q2 2023 100 $514,940,575 +$15,394,344 -$29,872,555 -$14,478,211 SMCI, SIMO, FN, DSGX, PEGA 13F-HR 25 Jul 2023, 09:32
Q1 2023 96 $450,053,674 +$13,089,013 -$10,744,116 +$2,344,897 SMCI, SIMO, DSGX, FN, RDWR 13F-HR 04 May 2023, 12:00
Q4 2022 96 $407,424,000 +$13,460,820 -$28,605,941 -$15,145,121 SMCI, SIMO, FN, DSGX, RDWR 13F-HR 14 Feb 2023, 06:20
Q3 2022 102 $405,633,000 +$29,898,243 -$31,691,201 -$1,792,958 SIMO, SMCI, DSGX, FN, RDWR 13F-HR 07 Nov 2022, 09:17
Q2 2022 105 $430,506,000 +$19,493,353 -$40,919,970 -$21,426,617 SIMO, DSGX, SMCI, RDWR, FN 13F-HR 04 Aug 2022, 10:14
Q1 2022 107 $549,101,000 +$20,905,791 -$8,473,240 +$12,432,551 PEGA, SIMO, RDWR, MIME, DSGX 13F-HR 16 May 2022, 11:36
Q4 2021 102 $616,449,000 +$19,827,307 -$22,366,301 -$2,538,994 PEGA, SIMO, RDWR, DSGX, MIME 13F-HR 15 Feb 2022, 07:53
Q3 2021 102 $608,366,000 +$35,048,751 -$37,102,336 -$2,053,585 PEGA, VRNS, DSGX, RDWR, LPSN 13F-HR 12 Nov 2021, 10:36
Q2 2021 100 $613,997,000 +$15,073,293 -$15,198,866 -$125,573 PEGA, LPSN, VRNS, RDWR, DSGX 13F-HR 13 Aug 2021, 10:17
Q1 2021 100 $575,115,000 +$39,559,624 -$24,310,300 +$15,249,324 PEGA, VRNS, LPSN, SIMO, FIVN 13F-HR 14 May 2021, 08:37
Q4 2020 94 $560,694,000 +$16,018,839 -$33,978,940 -$17,960,101 PEGA, LPSN, FIVN, VRNS, RDWR 13F-HR 16 Feb 2021, 06:21
Q3 2020 96 $460,059,000 +$27,693,535 -$19,282,783 +$8,410,752 PEGA, FIVN, LPSN, DSGX, RDWR 13F-HR 12 Nov 2020, 08:45
Q2 2020 94 $428,052,000 +$19,505,736 -$49,151,509 -$29,645,773 PEGA, FIVN, DSGX, LPSN, RDWR 13F-HR 07 Aug 2020, 09:31
Q1 2020 93 $330,258,000 +$9,506,692 -$5,832,596 +$3,674,096 PEGA, MLNX, FIVN, RDWR, DSGX 13F-HR 14 May 2020, 09:38
Q4 2019 90 $392,488,000 +$22,106,366 -$7,254,886 +$14,851,480 PEGA, MLNX, RDWR, DSGX, LPSN 13F-HR 14 Feb 2020, 10:16
Q3 2019 88 $335,876,000 +$8,462,855 -$28,825,559 -$20,362,704 PEGA, MLNX, RDWR, DSGX, LPSN 13F-HR 21 Nov 2019, 10:20
Q2 2019 92 $359,138,000 +$15,155,805 -$55,392,826 -$40,237,021 PEGA, MLNX, RDWR, DSGX, SIMO 13F-HR 14 Aug 2019, 11:52
Q1 2019 97 $393,167,000 +$13,637,637 -$11,187,420 +$2,450,217 MLNX, ATTU, PEGA, RDWR, DSGX 13F-HR 14 May 2019, 12:01
Q4 2018 90 $312,249,000 +$5,639,000 -$12,044,409 -$6,405,409 ATTU, MLNX, RDWR, PEGA, WIFI 13F-HR 15 Feb 2019, 08:08
Q3 2018 92 $390,756,000 +$6,419,940 -$10,830,583 -$4,410,643 WIFI, PEGA, SIMO, RDWR, ATTU 13F-HR 13 Nov 2018, 12:47
Q2 2018 94 $358,821,000 +$16,750,089 -$23,499,931 -$6,749,842 SIMO, RDWR, PEGA, MLNX, DSGX 13F-HR 15 Aug 2018, 12:40
Q1 2018 93 $334,805,000 +$17,418,138 -$18,761,906 -$1,343,768 PEGA, SIMO, RDWR, WIFI, MLNX 13F-HR 14 May 2018, 11:25
Q4 2017 89 $318,661,000 +$17,223,425 -$19,063,765 -$1,840,340 SIMO, PEGA, RDWR, WIFI, CEVA 13F-HR 12 Feb 2018, 12:32
Q3 2017 90 $308,694,000 +$12,496,784 -$10,339,996 +$2,156,788 PEGA, SIMO, WIFI, CEVA, RDWR 13F-HR 13 Nov 2017, 13:20
Q2 2017 90 $291,512,000 +$13,497,575 -$19,095,899 -$5,598,324 PEGA, SIMO, CEVA, RDWR, DSGX 13F-HR 14 Aug 2017, 09:36
Q1 2017 89 $269,858,000 +$36,493,614 -$18,205,743 +$18,287,871 SIMO, PEGA, RDWR, CEVA, DSGX Restatement 05 Jun 2017, 08:38
Q4 2016 81 $231,242,000 +$6,501,963 -$34,478,185 -$27,976,222 SIMO, PEGA, RDWR, CEVA, DSGX 13F-HR 13 Feb 2017, 12:33
Q3 2016 81 $269,256,000 +$7,191,599 -$14,260,904 -$7,069,305 SIMO, DSGX, PEGA, CEVA, RDWR 13F-HR 14 Nov 2016, 12:06
Q2 2016 79 $238,719,000 +$1,767,659 -$8,509,822 -$6,742,163 SIMO, DSGX, PEGA, MLNX, CEVA 13F-HR 08 Aug 2016, 07:43
Q1 2016 80 $233,798,000 +$4,988,508 -$2,791,656 +$2,196,852 SIMO, DSGX, MLNX, PEGA, CAVM 13F-HR 25 May 2016, 06:46
Q4 2015 81 $237,850,000 +$6,387,778 -$2,643,482 +$3,744,296 SIMO, DSGX, PEGA, RDWR, CAVM 13F-HR 16 Feb 2016, 08:12
Q3 2015 82 $224,355,000 +$20,621,310 -$53,756,123 -$33,134,813 SIMO, RDWR, DSGX, CAVM, PEGA 13F-HR 13 Nov 2015, 12:39
Q1 2015 85 $275,392,000 +$17,167,525 -$20,076,078 -$2,908,553 KFX, ADVS, SIMO, RDWR, CAVM 13F-HR 22 May 2015, 07:56
Q4 2014 86 $257,122,000 +$5,117,100 -$9,114,864 -$3,997,764 RDWR, KFX, SIMO, ADVS, BIRT 13F-HR 12 Feb 2015, 13:20
Q3 2014 91 $228,185,000 +$20,994,390 -$24,761,313 -$3,766,923 ADVS, SIMO, KFX, RDWR, PEGA 13F-HR 12 Nov 2014, 11:34
Q2 2014 85 $249,874,000 +$37,071,056 -$31,159,793 +$5,911,263 KOFAX LTD, ADVS, SIMO, RDWR, PEGA 13F-HR 13 Aug 2014, 11:59
Q1 2014 84 $249,504,000 +$10,714,356 -$10,397,620 +$316,736 ATMI, ADVS, RDWR, SIMO, BIRT 13F-HR 14 May 2014, 17:20
Q4 2013 83 $248,930,000 $0 $0 $0 ATMI, ADVS, BIRT, RDWR, PEGA 13F-HR 14 Feb 2014, 12:22