SCHEDULE: Oppenheimer Group Discloses 6.18% Stake in Hurco

Carl K. Oppenheimer and affiliated entities have reported a combined 6.18% beneficial ownership in Hurco Companies, Inc. common stock.

Summary

• Carl K. Oppenheimer, along with P. Oppenheimer Investment Partnership, LP, Oppenheimer + Close, LLC, and Oppvest, LLC, collectively reported beneficial ownership of Hurco Companies, Inc. common stock.
• Carl K. Oppenheimer individually beneficially owns 395,988 shares, representing 6.18% of the class.
• P. Oppenheimer Investment Partnership, LP and Oppvest, LLC each beneficially own 256,161 shares, representing 4.0% of the class.
• Oppenheimer + Close, LLC beneficially owns 139,827 shares, representing 2.18% of the class.
• Carl K. Oppenheimer holds sole voting and dispositive power over 290,472 shares.
• The reporting persons are based in Delaware (for the entities) and the United States (for Carl K. Oppenheimer).
• The event requiring this filing occurred on September 30, 2025.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the company's performance or outlook. The act of taking a significant stake can be seen as a neutral to slightly positive signal of investor interest.

Positives

• A significant passive investment by Carl K. Oppenheimer and affiliated entities, totaling 6.18% of Hurco Companies, Inc., may signal confidence in the company's long-term prospects.

Future Outlook

NA

Industry Context

This filing indicates a significant passive investment by an individual and associated entities in Hurco Companies, Inc., a manufacturer of machine tools. Such disclosures are common in the investment landscape, reflecting an investor's belief in the company's value without necessarily implying an intent to influence management or control the company.

Stakeholder Impact

• Shareholders: The disclosure of a significant passive stake by Carl K. Oppenheimer and his affiliated entities may be viewed positively by other shareholders, potentially signaling confidence in the company's value.

Key Dates

Keywords

Hurco Companies, HURC, Carl K. Oppenheimer, Beneficial Ownership, Schedule 13G, Investment Partnership, Common Stock