HURCNasdaqIndustrial Instruments For Measurement, Display, and ControlFiscal year ends October 31
HURCO COMPANIES INC
Financials through Q3 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026
$21.07−0.13 (-0.61%)
Close on Oct 19, 2026
- Market cap
- $136.89M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
68.2%
4M of 6M shares
Institutional holders
59
9 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $4.80K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Carl K. Oppenheimer | 460,214 | 7.12% | 13G (passive) | Jun 30, 2026 |
| Acuitas Investments, LLC | 423,287 | 6.11% | 13G (passive) amendment | Sep 30, 2024 |
| Brandes Investment Partners, LP | 417,517 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| Bank Of Montreal Holding Inc. | 402,189 | 6.18% | 13G (passive) amendment | Jul 1, 2025 |
| Brooklands Fund Management Ltd | 354,068 | 5.50% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HURC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Oppenheimer & Close, LLC | 460,214 | 7.11% | $10.54M | +3,034 | 6.65% |
| Brandes Investment Partners, LP | 417,517 | 6.45% | $9.56M | −173,889 | 0.07% |
| Brooklands Fund Management Ltd | 354,068 | 5.47% | $7.82M | – | 6.11% |
| Dimensional Fund Advisors LP | 316,214 | 4.88% | $7.24M | −30,524 | 0.00% |
| Ameriprise Financial Inc | 305,234 | 4.71% | $6.99M | +34,200 | 0.00% |
| Peapod Lane Capital LLC | 264,792 | 4.09% | $6.06M | +19,924 | 4.09% |
| Vanguard Capital Management LLC | 259,917 | 4.01% | $5.95M | +4,797 | 0.00% |
| Meros Investment Management, LP | 211,318 | 3.26% | $4.84M | −221 | 1.54% |
| IFP Advisors, Inc | 200,068 | 3.09% | $4.58M | – | 0.08% |
| Pacific Ridge Capital Partners, LLC | 169,747 | 2.62% | $3.89M | −1,314 | 0.71% |
| BlackRock, Inc. | 158,050 | 2.44% | $3.62M | −2,620 | 0.00% |
| Renaissance Technologies LLC | 120,900 | 1.87% | $2.77M | – | 0.00% |
| Federated Hermes, Inc. | 96,341 | 1.49% | $2.21M | +4,893 | 0.00% |
| Invenomic Capital Management LP | 90,967 | 1.40% | $2.08M | −25,761 | 0.12% |
| George Kaiser Family Foundation | 80,644 | 1.25% | $1.85M | – | 0.18% |
| Marshall Wace, Llp | 78,940 | 1.22% | $1.81M | +28,296 | 0.00% |
| Diamond Hill Capital Management Inc | 74,349 | 1.15% | $1.70M | +5,370 | 0.01% |
| Geode Capital Management, LLC | 66,468 | 1.03% | $1.52M | +3,888 | 0.00% |
| First Eagle Investment Management, LLC | 60,000 | 0.93% | $1.37M | New | 0.00% |
| Bridgeway Capital Management, LLC | 52,268 | 0.81% | $1.20M | +1,939 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 59 | 4M | 68.2% | 9 / 20 | 17 / 3 | 0M | 0M |
| Q1 2026 | 53 | 4M | 67.7% | 11 / 20 | 11 / 8 | 1M | 0M |
| Q4 2025 | 52 | 4M | 65.2% | 8 / 22 | 16 / 8 | 1M | 1M |
| Q3 2025 | 53 | 4M | 64.5% | 14 / 18 | 14 / 4 | 1M | 1M |
| Q2 2025 | 44 | 4M | 66.0% | 7 / 14 | 15 / 9 | 0M | 0M |
| Q1 2025 | 46 | 4M | 68.6% | 3 / 15 | 19 / 6 | 0M | 0M |
| Q4 2024 | 49 | 4M | 66.1% | 4 / 15 | 18 / 7 | 0M | 0M |
| Q3 2024 | 52 | 4M | 66.2% | 4 / 18 | 15 / 3 | 0M | 0M |
| Q2 2024 | 52 | 4M | 66.2% | 9 / 17 | 18 / 13 | 0M | 1M |
| Q1 2024 | 56 | 5M | 72.0% | 6 / 22 | 18 / 8 | 0M | 0M |
| Q4 2023 | 58 | 5M | 71.0% | 4 / 30 | 15 / 4 | 0M | 0M |
| Q3 2023 | 58 | 5M | 71.6% | 8 / 19 | 19 / 6 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HURC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Columbia Small Cap Value Discovery Fund | 214,335 | 3.31% | $4.47M | 0.18% | Jul 31, 2026 |
| Brandes Small Cap Value Fund | 194,880 | 3.01% | $4.46M | 0.70% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 185,393 | 2.86% | $4.24M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 108,611 | 1.68% | $2.26M | 0.01% | Jul 31, 2026 |
| Pinnacle Value Fund | 106,572 | 1.65% | $2.44M | 6.29% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 82,555 | 1.27% | $1.72M | 0.06% | Jul 31, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 67,890 | 1.05% | $1.41M | 0.06% | Jul 31, 2026 |
| Adara Smaller Companies Fund | 66,830 | 1.03% | $1.15M | 0.14% | May 31, 2026 |
| Diamond Hill Small Cap Fund | 64,692 | 1.00% | $1.48M | 0.48% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 63,906 | 0.99% | $1.46M | 0.00% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 40,830 | 0.63% | $850.90K | 0.01% | Jul 31, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 38,867 | 0.60% | $889.86K | 0.20% | Jun 30, 2026 |
| Invenomic Fund | 27,610 | 0.43% | $575.39K | 0.07% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 27,089 | 0.42% | $564.53K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 26,236 | 0.41% | $450.47K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gregory S. Volovic | President & CEO, Director | 161,277 | 2.49% | Jan 8, 2026 |
| Sonja K. McClelland | Chief Financial Officer | 117,525 | 1.81% | Jan 8, 2026 |
| HaiQuynh Jamison | Corporate Controller | 15,369 | 0.24% | Jan 8, 2026 |
| Jonathon D. Wright | General Counsel/Corp Secretary | 15,190 | 0.23% | Jan 8, 2026 |
| Richard R. Porter | Director | 25,296 | 0.39% | Mar 16, 2026 |
| Lawrence Keyler | Director | 5,432 | 0.08% | Mar 16, 2026 |
| Michael Doar | Director | 222,614 | 3.44% | Mar 16, 2026 |
| Janaki Sivanesan | Director | 44,265 | 0.68% | Mar 16, 2026 |
| Timothy J. Gardner | Director | 28,216 | 0.44% | Mar 16, 2026 |
| Benjamin Rashleger | Director | 10,410 | 0.16% | Mar 16, 2026 |
| Cynthia S. Dubin | Director | 25,049 | 0.39% | Mar 16, 2026 |
| Jay C. Longbottom | Director | 25,392 | 0.39% | Mar 17, 2025 |
| Asset Management Partners Inc. Polar | 10% owner | 760,582 | 11.74% | Apr 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard R. Porter Director | Mar 12, 2026 | Award | +5,432 | – | – | 25,296 |
| Janaki Sivanesan Director | Mar 12, 2026 | Award | +5,432 | – | – | 42,631 |
| Benjamin Rashleger Director | Mar 12, 2026 | Award | +5,432 | – | – | 10,410 |
| Cynthia S. Dubin Director | Mar 12, 2026 | Award | +5,432 | – | – | 25,049 |
| Lawrence Keyler Director | Mar 12, 2026 | Award | +5,432 | – | – | 5,432 |
| Michael Doar Director | Mar 12, 2026 | Award | +5,432 | – | – | 222,614 |
| Timothy J. Gardner Director | Mar 12, 2026 | Award | +5,432 | – | – | 28,216 |
| HaiQuynh Jamison Corporate Controller | Jan 7, 2026 | Tax withholding | −510 | $16.30 | $8.31K | 15,369 |
| Jonathon D. Wright General Counsel/Corp Secretary | Jan 7, 2026 | Tax withholding | −528 | $16.30 | $8.61K | 15,190 |
| Gregory S. Volovic President & CEO, Director | Jan 7, 2026 | Tax withholding | −2,725 | $16.30 | $44.42K | 161,277 |
| Michael Doar Executive Chairman, Director | Jan 7, 2026 | Tax withholding | −2,147 | $16.30 | $35.00K | 217,182 |
| Sonja K. McClelland Chief Financial Officer | Jan 7, 2026 | Tax withholding | −1,873 | $16.30 | $30.53K | 117,525 |
| HaiQuynh Jamison Corporate Controller | Jan 6, 2026 | Award | +5,525 | – | – | 15,879 |
| Jonathon D. Wright General Counsel/Corp Secretary | Jan 6, 2026 | Award | +5,718 | – | – | 15,718 |
| Gregory S. Volovic President & CEO, Director | Jan 6, 2026 | Award | +34,530 | – | – | 164,002 |
| Sonja K. McClelland Chief Financial Officer | Jan 6, 2026 | Award | +20,718 | – | – | 119,398 |
| Gregory S. Volovic President & CEO, Director | Jan 4, 2026 | Tax withholding | −1,630 | $16.35 | $26.65K | 129,472 |
| Jonathon D. Wright General Counsel/Corp Secretary | Jan 4, 2026 | Tax withholding | −195 | $16.35 | $3.19K | 10,000 |
| HaiQuynh Jamison Corporate Controller | Jan 4, 2026 | Tax withholding | −130 | $16.35 | $2.13K | 10,354 |
| Sonja K. McClelland Chief Financial Officer | Jan 4, 2026 | Tax withholding | −978 | $16.35 | $15.99K | 98,680 |
| Michael Doar Executive Chairman, Director | Jan 4, 2026 | Tax withholding | −1,173 | $16.35 | $19.18K | 219,329 |
| Gregory S. Volovic President & CEO, Director | Jan 3, 2026 | Tax withholding | −1,331 | $16.35 | $21.76K | 131,102 |
| Jonathon D. Wright General Counsel/Corp Secretary | Jan 3, 2026 | Tax withholding | −106 | $16.35 | $1.73K | 10,195 |
| HaiQuynh Jamison Corporate Controller | Jan 3, 2026 | Tax withholding | −106 | $16.35 | $1.73K | 10,484 |
| Sonja K. McClelland Chief Financial Officer | Jan 3, 2026 | Tax withholding | −799 | $16.35 | $13.06K | 99,658 |
| Michael Doar Executive Chairman, Director | Jan 3, 2026 | Tax withholding | −958 | $16.35 | $15.66K | 220,502 |
| Michael Doar Executive Chairman, Director | Dec 11, 2025 | Gift | −5,000 | – | – | 221,460 |
| Janaki Sivanesan Director | Dec 1, 2025 | Buy | +300 | $16.00 | $4.80K | 300 |
| Janaki Sivanesan Director | Sep 3, 2025 | Buy | +600 | $16.50 | $9.90K | 600 |
| Janaki Sivanesan Director | Sep 3, 2025 | Buy | +550 | $16.50 | $9.08K | 37,199 |
| Michael Doar Executive Chairman, Director | Jul 2, 2025 | Buy | +1,000 | $20.31 | $20.31K | 225,460 |
| Michael Doar Executive Chairman, Director | Jul 2, 2025 | Buy | +1,000 | $20.50 | $20.50K | 226,460 |
| Michael Doar Executive Chairman, Director | Jul 2, 2025 | Buy | +1,000 | $20.38 | $20.38K | 224,460 |
| Michael Doar Executive Chairman, Director | Jun 27, 2025 | Buy | +2,000 | $18.50 | $37.00K | 223,460 |
| Janaki Sivanesan Director | Jun 24, 2025 | Buy | +700 | $15.75 | $11.03K | 700 |
| Michael Doar Executive Chairman, Director | Jun 24, 2025 | Buy | +2,000 | $15.99 | $31.98K | 221,460 |
| Michael Doar Executive Chairman, Director | Jun 23, 2025 | Buy | +2,000 | $15.80 | $31.60K | 219,460 |
| Michael Doar Executive Chairman, Director | Jun 23, 2025 | Buy | +2,000 | $15.68 | $31.36K | 217,460 |
| HaiQuynh Jamison Corporate Controller | Jun 13, 2025 | Buy | +211 | $14.40 | $3.04K | 10,590 |
| HaiQuynh Jamison Corporate Controller | Jun 13, 2025 | Buy | +409 | $14.50 | $5.93K | 10,379 |
| Richard R. Porter Director | Jun 12, 2025 | Buy | +500 | $14.71 | $7.36K | 19,864 |
| Gregory S. Volovic President & CEO, Director | Jun 11, 2025 | Buy | +500 | $13.34 | $6.67K | 125,458 |
| Gregory S. Volovic President & CEO, Director | Jun 11, 2025 | Buy | +6,975 | $13.35 | $93.12K | 132,433 |
| Asset Management Partners Inc. Polar 10% owner | Mar 28, 2025 | Sale | −3,000 | $15.51 | $46.53K | 760,582 |
| Asset Management Partners Inc. Polar 10% owner | Mar 27, 2025 | Sale | −3,000 | $15.51 | $46.53K | 763,582 |
| Asset Management Partners Inc. Polar 10% owner | Mar 26, 2025 | Sale | −3,000 | $15.50 | $46.50K | 766,582 |
| Asset Management Partners Inc. Polar 10% owner | Mar 25, 2025 | Sale | −3,000 | $15.56 | $46.68K | 769,582 |
| Asset Management Partners Inc. Polar 10% owner | Mar 24, 2025 | Sale | −3,000 | $15.78 | $47.34K | 772,582 |
| Jay C. Longbottom Director | Mar 13, 2025 | Award | +4,978 | – | – | 25,392 |
| Timothy J. Gardner Director | Mar 13, 2025 | Award | +4,978 | – | – | 22,784 |
| Benjamin Rashleger Director | Mar 13, 2025 | Award | +4,978 | – | – | 4,978 |
| Janaki Sivanesan Director | Mar 13, 2025 | Award | +4,978 | – | – | 36,649 |
| Richard R. Porter Director | Mar 13, 2025 | Award | +4,978 | – | – | 19,364 |
| Cynthia S. Dubin Director | Mar 13, 2025 | Award | +4,978 | – | – | 19,617 |
| Asset Management Partners Inc. Polar 10% owner | Feb 18, 2025 | Sale | −3,395 | $22.62 | $76.79K | 775,582 |
| Asset Management Partners Inc. Polar 10% owner | Feb 14, 2025 | Sale | −3,093 | $22.60 | $69.90K | 778,977 |
| Asset Management Partners Inc. Polar 10% owner | Feb 13, 2025 | Sale | −4,510 | $22.63 | $102.06K | 782,070 |
| HaiQuynh Jamison Corporate Controller | Jan 7, 2025 | Tax withholding | −295 | $19.81 | $5.84K | 9,970 |
| HaiQuynh Jamison Corporate Controller | Jan 7, 2025 | Award | +5,404 | – | – | 10,265 |
| Gregory S. Volovic President & CEO, Director | Jan 7, 2025 | Tax withholding | −2,373 | $19.81 | $47.01K | 124,958 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Richard R. Porter Director | Sep 18, 2023 | 2,430 | $52.49K | Sep 18, 2023 | IN LIEU OF SERVICES |