SCHEDULE: Oppenheimer Entities Disclose Stake in Hurco Companies

Several Oppenheimer-affiliated entities and Carl K. Oppenheimer have filed a Schedule 13G, reporting beneficial ownership of Hurco Companies, Inc. common stock.

Summary

• P. Oppenheimer Investment Partnership, LP, Oppenheimer + Close, LLC, Oppvest, LLC, and Carl K. Oppenheimer have collectively filed a Schedule 13G regarding their beneficial ownership of Hurco Companies, Inc. common stock.
• The filing indicates that P. Oppenheimer Investment Partnership, LP beneficially owns 256,161 shares, representing 3.97% of the class.
• Oppenheimer + Close, LLC beneficially owns 204,189 shares, representing 3.17% of the class.
• Oppvest, LLC beneficially owns 256,161 shares, representing 3.97% of the class.
• Carl K. Oppenheimer beneficially owns 460,350 shares, representing 7.14% of the class.
• The reporting persons have sole voting power and sole dispositive power for all shares they beneficially own.
• The filing date, which requires the filing of this statement, is March 31, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership and does not contain operational or financial performance data.

Positives

• The reporting persons hold significant stakes in Hurco Companies, Inc., indicating confidence in the company's prospects.
• The reporting persons have sole voting and dispositive power, suggesting clear control over their holdings.

Future Outlook

No specific future outlook or guidance is provided in this Schedule 13G filing, which is primarily an ownership disclosure.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and significant shareholders to disclose their holdings in publicly traded companies. This filing indicates substantial investment by Oppenheimer-affiliated entities in Hurco Companies, Inc.

Stakeholder Impact

• Shareholders: The disclosure provides transparency regarding significant ownership stakes, which can influence market perception and potential future corporate actions.

Key Dates

Keywords

Hurco Companies, Schedule 13G, Beneficial Ownership, Oppenheimer, Investment Partnership, Common Stock, SEC Filing