Hurco Companies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:HURC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Oct 24	SellUS$983,536	Polar Asset Management Partners Inc.	Company	44,663	US$22.50
11 Jul 24	BuyUS$9,830	Haiquynh Jamison	Individual	645	US$15.24
11 Jul 24	BuyUS$4,861	Jonathon Wright	Individual	320	US$15.19
09 Jul 24	BuyUS$29,874	Sonja McClelland	Individual	1,950	US$15.32

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HURC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	580,510	9.01%
Hedge Funds	786,580	12.2%
General Public	1,518,574	23.6%
Institutions	3,560,685	55.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.4% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	Polar Asset Management Partners Inc.	786,580	US$16.9m	-5.37%	0.62%
6.47%	Dimensional Fund Advisors LP	417,212	US$9.0m	-1.94%	no data
5.67%	Brandes Investment Partners, LP	365,639	US$7.9m	11.7%	0.05%
5.49%	Oppenheimer + Close, LLC	353,723	US$7.6m	4.63%	6.03%
4.75%	Columbia Management Investment Advisers, LLC	306,188	US$6.6m	2.56%	no data
4.52%	The Vanguard Group, Inc.	291,137	US$6.3m	0%	no data
4.14%	Meros Investment Management, LP	266,558	US$5.7m	-0.2%	2.42%
3.79%	Peapod Lane Capital LLC	244,032	US$5.2m	0%	5.3%
3.34%	Michael Doar	215,460	US$4.6m	10.3%	no data
2.59%	Invenomic Capital Management LP	166,888	US$3.6m	-3.09%	0.31%
2.11%	Pacific Ridge Capital Partners, LLC	136,291	US$2.9m	-34.5%	0.67%
1.94%	Gregory Volovic	124,958	US$2.7m	33%	no data
1.65%	BlackRock, Inc.	106,366	US$2.3m	0.43%	no data
1.56%	Sonja McClelland	100,457	US$2.2m	23.6%	no data
1.52%	Bertolet Capital LLC	98,274	US$2.1m	0%	9.22%
1.13%	Federated Hermes, Inc.	72,858	US$1.6m	0.3%	no data
1.1%	Kennedy Capital Management LLC	70,779	US$1.5m	-1.34%	0.03%
1.09%	Ancora Advisors LLC	70,148	US$1.5m	0%	0.03%
1.07%	Renaissance Technologies LLC	68,982	US$1.5m	7.14%	no data
1.02%	Geode Capital Management, LLC	65,443	US$1.4m	-0.77%	no data
0.78%	AMH Equity, Ltd.	50,000	US$1.1m	0%	1.21%
0.69%	Bridgeway Capital Management, LLC	44,334	US$952.7k	-6.5%	0.01%
0.63%	BNY Asset Management	40,499	US$870.3k	0.42%	no data
0.62%	FMR LLC	40,252	US$865.0k	27.1%	no data
0.55%	Marquette Asset Management, LLC	35,166	US$755.7k	0%	0.12%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/03 19:26
End of Day Share Price	2025/02/03 00:00
Earnings	2024/10/31
Annual Earnings	2024/10/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Hurco Companies, Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Leszek Sulewski	Sidoti & Company, LLC
Gregory Garner	Singular Research