Hurco holder Carl Oppenheimer reports 6.7% stake

Hurco Companies, Inc. received a Schedule 13G filing showing that investment entities associated with Carl K. Oppenheimer report beneficial ownership of Hurco common stock.

Accepted by SEC EDGAR 02/10/2026 - 01:12 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Hurco Companies, Inc. received a Schedule 13G filing showing that investment entities associated with Carl K. Oppenheimer report beneficial ownership of Hurco common stock. The filing states that P. Oppenheimer Investment Partnership, LP and Oppvest, LLC each beneficially own 256,161 shares, or about 3.99% of the common stock. Oppenheimer + Close, LLC reports beneficial ownership of 174,519 shares, or about 2.72% of the class. Taken together, Carl K. Oppenheimer is reported as beneficially owning 430,680 shares, representing approximately 6.71% of Hurco’s common stock as of December 31, 2025, with sole voting and dispositive power over 290,472 of those shares.

Insights

Equity Ownership Analyst

Filing discloses a 6.71% Hurco stake by entities tied to Carl K. Oppenheimer.

The Schedule 13G shows several related Delaware entities and Carl K. Oppenheimer collectively reporting beneficial ownership of Hurco Companies, Inc. common stock. The largest reported position is 430,680 shares, which the filing says represents about 6.71% of the outstanding common stock.

The document notes sole voting and dispositive power over 290,472 shares for Carl K. Oppenheimer, with no shared voting or dispositive power reported for any filer. As a Schedule 13G, this is a beneficial ownership disclosure rather than an announcement of a specific transaction.

Investors tracking Hurco’s shareholder base can use this as confirmation that entities including P. Oppenheimer Investment Partnership, LP and Oppvest, LLC hold stakes just under 4% each, while Oppenheimer + Close, LLC reports a smaller interest.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Hurco (HURC) Schedule 13G filing disclose about ownership?

The filing reports that entities associated with Carl K. Oppenheimer beneficially own Hurco common stock, with Oppenheimer personally reported at about 6.71% of the class. Several Delaware entities also disclose smaller positions, each with only sole voting and dispositive power reported.

How many Hurco (HURC) shares does Carl K. Oppenheimer beneficially own?

Carl K. Oppenheimer is reported as beneficially owning 430,680 Hurco shares, representing approximately 6.71% of the company’s common stock. The filing also states he has sole voting and dispositive power over 290,472 of those shares, with no shared authority reported.

Which investment entities tied to Carl K. Oppenheimer hold Hurco (HURC) shares?

The filing lists P. Oppenheimer Investment Partnership, LP, Oppenheimer + Close, LLC, and Oppvest, LLC as reporting persons. Each entity reports beneficial ownership of Hurco common stock, with P. Oppenheimer Investment Partnership and Oppvest, LLC each at about 3.99% of the class.

What percentage of Hurco (HURC) does P. Oppenheimer Investment Partnership, LP own?

P. Oppenheimer Investment Partnership, LP reports beneficial ownership of 256,161 Hurco shares, which the filing states is approximately 3.99% of the outstanding common stock. It reports sole voting and sole dispositive power over all of these shares, with no shared authority.

When was the ownership level in this Hurco (HURC) Schedule 13G measured?

The ownership information is reported as of the December 31, 2025 event date. Percentages such as 6.71% for Carl K. Oppenheimer and 3.99% for certain entities reflect beneficial ownership of Hurco’s common stock at that date, as stated in the filing.

Does the Hurco (HURC) Schedule 13G report shared voting power for these holders?

No shared voting or dispositive power is reported for any of the listed reporting persons. Each entity, and Carl K. Oppenheimer, reports sole voting and sole dispositive power over their respective Hurco share positions, with the shared power fields shown as zero.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Hurco Companies, Inc.

(Name of Issuer)

Common Stock, no par value

(Title of Class of Securities)

447324104

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 447324104

1

Names of Reporting Persons

P. Oppenheimer Investment Parternship, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 256,161.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 256,161.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

256,161.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.99 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 447324104

1

Names of Reporting Persons

Oppenheimer + Close, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 34,311.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 34,311.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

174,519.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.72 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. 447324104

1

Names of Reporting Persons

Oppvest, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 256,161.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 256,161.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

256,161.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.99 %

12

Type of Reporting Person (See Instructions)

OO, IA

SCHEDULE 13G

CUSIP No. 447324104

1

Names of Reporting Persons

Carl K. Oppenheimer

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 290,472.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 290,472.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

430,680.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.71 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Hurco Companies, Inc.
(b)	Address of issuer's principal executive offices: One Technology Way, Indianapolis, INDIANA 46268
Item 2.
(a)	Name of person filing: P. Oppenheimer Investment Partnership, LP Oppenheimer + Close, LLC Oppvest, LLC Carl K. Oppenheimer
(b)	Address or principal business office or, if none, residence: 119 West 57th Street Suite 1515 New York, NY 10019
(c)	Citizenship: Delaware Delaware Delaware USA
(d)	Title of class of securities: Common Stock, no par value
(e)	CUSIP No.: 447324104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 256,161 174,519 256,161 430,680
(b)	Percent of class: 4.0% 2.7% 4.0% 6.7
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 256,161 34,311 256,161 290,472
	(ii) Shared power to vote or to direct the vote: 0 0 0 0
	(iii) Sole power to dispose or to direct the disposition of: 256,161 34,311 256,161 290,472
	(iv) Shared power to dispose or to direct the disposition of: 0 0 0 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

P. Oppenheimer Investment Parternship, LP

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	02/10/2026

Oppenheimer + Close, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	02/10/2026

Oppvest, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	02/10/2026

Carl K. Oppenheimer

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	02/10/2026