Hurco Companies holder reports 7.1% ownership stake

Hurco Companies, Inc. has a significant shareholder group led by entities associated with Carl K. Oppenheimer reporting holdings of the company’s common stock.

Rhea-AI Filing Summary

Hurco Companies, Inc. has a significant shareholder group led by entities associated with Carl K. Oppenheimer reporting holdings of the company’s common stock. P. Oppenheimer Investment Partnership, LP reports beneficial ownership of 256,161 shares, or 4.0% of the common stock. Oppenheimer + Close, LLC reports 204,053 shares, or 3.2%, and Oppvest, LLC reports 256,161 shares, or 4.0%. Individually, Carl K. Oppenheimer reports beneficial ownership of 460,214 shares, representing 7.1% of Hurco’s common stock, with sole voting and dispositive power over a portion of these shares and no shared voting or dispositive power disclosed.

Key Figures

P. Oppenheimer Investment Partnership shares: 256,161 shares Oppenheimer + Close, LLC shares: 204,053 shares Oppvest, LLC shares: 256,161 shares +3 more

6 metrics

P. Oppenheimer Investment Partnership shares 256,161 shares Beneficially owned; 4.0% of Hurco common stock

Oppenheimer + Close, LLC shares 204,053 shares Beneficially owned; 3.2% of Hurco common stock

Oppvest, LLC shares 256,161 shares Beneficially owned; 4.0% of Hurco common stock

Carl K. Oppenheimer shares 460,214 shares Beneficially owned; 7.1% of Hurco common stock

Sole voting power - P. Oppenheimer Investment Partnership 256,161 shares Shares with sole voting and dispositive power

Sole voting power - Oppenheimer + Close, LLC 53,611 shares Shares with sole voting and dispositive power

Key Terms

beneficially owned, Sole Voting Power, Sole Dispositive Power, Percent of class, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 256,161 204,053 256,161 460,214"

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 Voting Power financial

"5 | Sole Voting Power 256,161.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"7 | Sole Dispositive Power 256,161.00 8 | Shared Dispositive Power 0.00"

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.

Percent of class financial

"(b) | Percent of class: 4.0% 3.2% 4.0% 7.1"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

Schedule 13G regulatory

"form_type": "SCHEDULE 13G"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

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

What stake in Hurco Companies, Inc. (HURC) does Carl K. Oppenheimer report?

Carl K. Oppenheimer reports beneficial ownership of 460,214 shares of Hurco Companies, Inc. common stock, representing 7.1% of the class. He reports sole voting and dispositive power over a portion of these shares and no shared powers.

How many Hurco (HURC) shares does P. Oppenheimer Investment Partnership, LP beneficially own?

P. Oppenheimer Investment Partnership, LP reports beneficial ownership of 256,161 Hurco shares, representing 4.0% of the common stock. It has sole voting and sole dispositive power over these 256,161 shares, with no shared voting or dispositive power.

What ownership in Hurco (HURC) is reported by Oppenheimer + Close, LLC?

Oppenheimer + Close, LLC reports beneficial ownership of 204,053 Hurco shares, or 3.2% of the common stock. The filing shows sole voting power over 53,611 shares and sole dispositive power over the same 53,611 shares, with no shared powers reported.

What position in Hurco (HURC) is held by Oppvest, LLC according to the Schedule 13G?

Oppvest, LLC reports beneficial ownership of 256,161 Hurco shares, or 4.0% of the common stock. It has sole voting and sole dispositive power over all 256,161 shares, with no shared voting or dispositive power indicated in the filing.

Where are the Hurco (HURC) Schedule 13G reporting persons based?

The reporting entities P. Oppenheimer Investment Partnership, LP, Oppenheimer + Close, LLC, Oppvest, LLC, and Carl K. Oppenheimer list their principal business office at 119 West 57th Street, Suite 1515, New York, NY 10019, with the entities organized in Delaware and Oppenheimer a U.S. citizen.

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

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Available on EDGAR 08/11/2026 - 02:20 PM Accepted by SEC EDGAR 08/11/2026 - 02:19 PM Learn about SEC filing dates

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)

06/30/2026

(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)

3.96 %

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

204,053.00

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)

3.15 %

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)

3.96 %

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

460,214.00

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)

7.12 %

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: 256,161 204,053 256,161 460,214
(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:	08/11/2026

Oppenheimer + Close, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	08/11/2026

Oppvest, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	08/11/2026

Carl K. Oppenheimer

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	08/11/2026