Hurco (HURC) Schedule 13G: Major Holders Report Stakes

Hurco Companies, Inc. Schedule 13G disclosure shows P. Oppenheimer Investment Partnership, Oppenheimer + Close, Oppvest, LLC and Carl K. Oppenheimer reporting beneficial ownership of common stock.

Accepted by SEC EDGAR 04/21/2026 - 03:33 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Hurco Companies, Inc. Schedule 13G disclosure shows P. Oppenheimer Investment Partnership, Oppenheimer + Close, Oppvest, LLC and Carl K. Oppenheimer reporting beneficial ownership of common stock. The filing lists 256,161, 204,189, 256,161 and 460,350 shares, equal to 4.0%, 3.2%, 4.0% and 7.1% of the class respectively. The filing reports sole voting and dispositive power figures for each reporting person.

Key Figures

CUSIP: 447324104 P. Oppenheimer Investment Partnership ownership: 256,161 shares Oppenheimer + Close, LLC ownership: 204,189 shares +3 more

6 metrics

CUSIP 447324104 Hurco common stock identifier

P. Oppenheimer Investment Partnership ownership 256,161 shares reported beneficially owned, <b>4.0%</b>

Oppenheimer + Close, LLC ownership 204,189 shares reported beneficially owned, <b>3.2%</b>

Oppvest, LLC ownership 256,161 shares reported beneficially owned, <b>4.0%</b>

Carl K. Oppenheimer ownership 460,350 shares reported beneficially owned, <b>7.1%</b>

Sole voting power reported (example) 309,772 shares Carl K. Oppenheimer sole voting power

Key Terms

beneficially owned, sole dispositive power, CUSIP

3 terms

beneficially owned regulatory

"Amount beneficially owned: 256,161 204,189 256,161 460,350"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power regulatory

"Sole Dispositive Power 256,161.00 53,611.00 256,161.00 309,772.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP financial

"CUSIP Number(s): 447324104"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

FAQ

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

What ownership stake does P. Oppenheimer Investment Partnership report in HURC?

P. Oppenheimer Investment Partnership reports 256,161 shares, representing 4.0% of Hurco's common stock, with sole voting and sole dispositive power over those shares as stated in the filing.

How many shares does Carl K. Oppenheimer report owning in HURC?

Carl K. Oppenheimer reports beneficial ownership of 460,350 shares, representing 7.1% of the class, and reports 309,772 shares of sole voting and dispositive power according to the Schedule 13G.

What percent of Hurco does Oppvest, LLC report owning?

Oppvest, LLC reports beneficial ownership of 256,161 shares, equal to 4.0% of the common stock, and indicates sole voting and sole dispositive power for the same share count in the filing.

Where is the filer’s reported address and CUSIP for Hurco stock?

The filing lists the filers' principal business address at 119 West 57th Street, Suite 1515, New York, NY 10019 and the CUSIP for Hurco common stock as 447324104 within the Schedule 13G.

Does the Schedule 13G show shared voting power for these holders?

No. The Schedule 13G entries show zero shared voting power and zero shared dispositive power for the listed reporting persons; all reported voting and dispositive power is stated as sole authority.

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)

03/31/2026

(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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 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)

3.97 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP Number(s): 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 53,611.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 53,611.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

204,189.00

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)

3.17 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 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)

3.97 %

12

Type of Reporting Person (See Instructions)

OO, IA

SCHEDULE 13G

CUSIP Number(s): 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 309,772.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 309,772.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

460,350.00

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)

7.14 %

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 Number(s): 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: 256,161 204,189 256,161 460,350
(b)	Percent of class: 4.0% 3.2% 4.0% 7.1%.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 256,161 53,611 256,161 309,772
	(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 53,611 256,161 309,772
	(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:	04/21/2026

Oppenheimer + Close, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	04/21/2026

Oppvest, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	04/21/2026

Carl K. Oppenheimer

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	04/21/2026