Hurco Companies, Inc.
US ˙ NasdaqGS ˙ US4473241044

SecurityHURC / Hurco Companies, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership397,705 shares
Ownership 6.10%
Dimensional Fund Advisors Lp ownership in HURC / Hurco Companies, Inc.

2025-10-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 397,705 shares of Hurco Companies, Inc. (US:HURC). This represents 6.1 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 461,693 shares, indicating a decrease of -13.86 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-10-09 2025-10-09 13G/A 461,693 397,705 -13.86 6.10 -14.08
2024-02-09 2024-02-09 13G/A 515,733 461,693 -10.48 7.10 -10.13
2023-02-10 2023-02-10 13G/A 532,350 515,733 -3.12 7.90 -2.47
2022-02-08 2022-02-08 13G/A 569,895 532,350 -6.59 8.10 -6.90
2021-02-12 2021-02-12 13G/A 566,328 569,895 0.63 8.70 3.94
2020-02-12 2020-02-12 13G/A 564,457 566,328 0.33 8.37 -0.36
2019-02-08 2019-02-08 13G/A 558,792 564,457 1.01 8.40 -0.47
2018-02-09 2018-02-09 13G/A 557,041 558,792 0.31 8.44 -0.35
2017-02-09 2017-02-09 13G/A 548,680 557,041 1.52 8.47 1.07
2016-02-09 2016-02-09 13G/A 548,680 8.38
2015-02-05 2015-02-05 13G/A 492,851 7.58
2014-02-10 2014-02-10 13G/A 456,047 7.05
2013-02-11 2013-02-11 13G/A 446,942 6.93
2012-02-14 2012-02-14 13G/A 439,359 6.82

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F HURCO COM 447324104 346,738 -36,061 -9.42 5,101 -13.76 0.0011
2026-02-12 2025-12-31 13F HURCO COM 447324104 382,799 -14,906 -3.75 5,914 -14.53 0.0012
2025-11-12 2025-09-30 13F HURCO COM 447324104 397,705 -14,558 -3.53 6,920 -11.19 0.0015
2025-08-12 2025-06-30 13F HURCO COM 447324104 412,263 -4,674 -1.12 7,791 20.49 0.0018
2025-05-13 2025-03-31 13F HURCO COM 447324104 416,937 -2,676 -0.64 6,467 -20.11 0.0016
2025-02-13 2024-12-31 13F HURCO COM 447324104 419,613 2,401 0.58 8,094 -7.92 0.0019
2024-11-07 2024-09-30 13F HURCO COM 447324104 417,212 -8,233 -1.94 8,790 35.40 0.0021
2024-08-09 2024-06-30 13F HURCO COM 447324104 425,445 -29,846 -6.56 6,492 -29.27 0.0017
2024-05-10 2024-03-31 13F HURCO COM 447324104 455,291 -6,402 -1.39 9,179 -7.67 0.0025
2024-02-07 2023-12-31 13F HURCO COM 447324104 461,693 4,459 0.98 9,940 -3.07 0.0029
2023-11-09 2023-09-30 13F HURCO COM 447324104 457,234 -23,597 -4.91 10,256 -1.48 0.0034
2023-08-09 2023-06-30 13F HURCO COM 447324104 480,831 -20,332 -4.06 10,410 -17.97 0.0033
2023-05-12 2023-03-31 13F HURCO COM 447324104 501,163 -14,570 -2.83 12,689 97,507.69 0.0043
2023-02-09 2022-12-31 13F HURCO COM 447324104 515,733 -2,302 -0.44 13 -99.89 0.0040
2022-11-10 2022-09-30 13F HURCO COM 447324104 518,035 -16,158 -3.02 11,646 -11.88 0.0045
2022-08-12 2022-06-30 13F HURCO COM 447324104 534,193 -2,741 -0.51 13,216 -21.91 0.0047
2022-05-13 2022-03-31 13F HURCO COM 447324104 536,934 4,585 0.86 16,924 7.04 0.0052
2022-02-09 2021-12-31 13F HURCO COM 447324104 532,349 -12,401 -2.28 15,811 -10.03 0.0048
2021-11-12 2021-09-30 13F HURCO COM 447324104 544,750 -8,062 -1.46 17,574 -9.17 0.0057
2021-08-12 2021-06-30 13F HURCO COM 447324104 552,812 -4,334 -0.78 19,348 -1.62 0.0061
2021-05-14 2021-03-31 13F HURCO COMPANIES COM 447324104 557,146 -12,749 -2.24 19,667 15.03 0.0065
2021-03-08 2020-12-31 13F/A-2 HURCO COMPANIES COM 447324104 569,895 -3,750 -0.65 17,097 4.94 0.0062
2021-02-11 2020-12-31 13F HURCO COMPANIES COM 447324104 569,895 -3,750 17,097 6,174.5276
2020-11-12 2020-09-30 13F HURCO COMPANIES COM 447324104 573,645 -1,701 -0.30 16,292 1.24 0.0069
2020-08-13 2020-06-30 13F HURCO COMPANIES COM 447324104 575,346 -2,088 -0.36 16,092 -4.23 0.0071
2020-05-14 2020-03-31 13F HURCO COMPANIES COM 447324104 577,434 11,106 1.96 16,803 -22.65 0.0088
2020-02-14 2019-12-31 13F HURCO COMPANIES COM 447324104 566,328 -1,845 -0.32 21,724 18.85 0.0079
2019-11-12 2019-09-30 13F HURCO COMPANIES COM 447324104 568,173 -1,299 -0.23 18,278 -9.74 0.0071
2019-08-13 2019-06-30 13F HURCO COMPANIES COM 447324104 569,472 -1,422 -0.25 20,250 -12.05 0.0079
2019-08-12 2019-03-31 13F/A-2 HURCO COMPANIES COM 447324104 570,894 6,437 1.14 23,024 14.26 0.0092
2019-05-10 2019-03-31 13F HURCO COMPANIES COM 447324104 570,894 6,437 23,024
2019-02-26 2018-12-31 13F/A-1 HURCO COMPANIES COM 447324104 564,457 -1,167 -0.21 20,151 -21.01 0.0091
2019-02-13 2018-12-31 13F HURCO COMPANIES COM 447324104 564,457 -1,167 20,151
2018-11-13 2018-09-30 13F HURCO COMPANIES COM 447324104 565,624 4,670 0.83 25,510 1.62 0.0097
2018-08-10 2018-06-30 13F HURCO COMPANIES COM 447324104 560,954 -3,700 -0.66 25,103 -3.14 0.0100
2018-05-11 2018-03-31 13F HURCO COMPANIES COM 447324104 564,654 5,862 1.05 25,918 9.91 0.0108
2018-02-12 2017-12-31 13F HURCO COMPANIES COM 447324104 558,792 1,014 0.18 23,581 1.63 0.0098
2017-11-13 2017-09-30 13F HURCO COMPANIES COM 447324104 557,778 360 0.06 23,203 19.79 0.0101
2017-08-11 2017-06-30 13F HURCO COMPANIES COM 447324104 557,418 -624 -0.11 19,370 11.61 0.0089
2017-05-12 2017-03-31 13F HURCO COMPANIES COM 447324104 558,042 1,001 0.18 17,355 -5.87 0.0083
2017-02-09 2016-12-31 13F HURCO COMPANIES COM 447324104 557,041 -1,877 -0.34 18,438 17.52 0.0092
2016-11-10 2016-09-30 13F HURCO COMPANIES COM 447324104 558,918 -92 -0.02 15,689 0.85 0.0085
2016-08-09 2016-06-30 13F HURCO COMPANIES COM 447324104 559,010 0 0.00 15,557 -15.64 0.0090
2016-05-13 2016-03-31 13F HURCO COMPANIES COM 447324104 559,010 10,330 1.88 18,442 26.55 0.0110
2016-02-10 2015-12-31 13F HURCO COMPANIES COM 447324104 548,680 23,976 4.57 14,573 5.85 0.0091
2015-11-13 2015-09-30 13F HURCO COMPANIES COM 447324104 524,704 22,584 4.50 13,768 -20.80 0.0090
2015-08-14 2015-06-30 13F HURCO COMPANIES COM 447324104 502,120 6,922 1.40 17,383 6.60 0.0106
2015-05-14 2015-03-31 13F HURCO COMPANIES COM 447324104 495,198 2,347 0.48 16,307 -2.94 0.0103
2015-02-06 2014-12-31 13F HURCO COMPANIES COM 447324104 492,851 15,683 3.29 16,801 -6.51 0.0110
2014-11-13 2014-09-30 13F HURCO COMPANIES COM 447324104 477,168 19,490 4.26 17,970 39.24 0.0127
2014-08-08 2014-06-30 13F HURCO COMPANIES COM 447324104 457,678 2,751 0.60 12,906 6.34 0.0090
2014-05-14 2014-03-31 13F HURCO COMPANIES COM 447324104 454,927 -1,120 -0.25 12,137 6.41 0.0091
2014-02-12 2013-12-31 13F HURCO COMPANIES COM 447324104 456,047 -1,098 -0.24 11,406 -3.52 0.0089
2013-11-13 2013-09-30 13F HURCO COMPANIES COM 447324104 457,145 2,321 0.51 11,822 -9.65 0.0102
2013-08-15 2013-06-30 13F HURCO COMPANIES COM 447324104 454,824 454,824 13,085 0.0123
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.