Hurco: Carl K. Oppenheimer reports 7.11% stake

Reported ownership percentages ranged from 3.16% for Oppenheimer + Close, LLC to 7.11% for Carl K. Oppenheimer.

Available on EDGAR 11/02/2026 - 04:12 PM EST Accepted by SEC EDGAR 11/02/2026 - 04:12 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Hurco Companies, Inc. common stock was reported as beneficially owned by P. Oppenheimer Investment Partnership, LP, Oppenheimer + Close, LLC, Oppvest, LLC, and Carl K. Oppenheimer, as of September 30, 2026. Their reported positions were 256,161 shares (3.96%), 204,338 shares (3.16%), 256,161 shares (3.96%), and 460,499 shares (7.11%), respectively.

Oppenheimer + Close reported sole voting and dispositive power over 53,611 shares, alongside its 204,338-share beneficial ownership amount. Carl K. Oppenheimer reported sole voting and dispositive power over 309,772 shares.

Key Figures

Reported beneficial ownership: 256,161 shares; 3.96% Reported beneficial ownership: 204,338 shares; 3.16% Reported beneficial ownership: 256,161 shares; 3.96% +3 more

6 metrics

Reported beneficial ownership 256,161 shares; 3.96% P. Oppenheimer Investment Partnership, LP, as of September 30, 2026

Reported beneficial ownership 204,338 shares; 3.16% Oppenheimer + Close, LLC, as of September 30, 2026

Reported beneficial ownership 256,161 shares; 3.96% Oppvest, LLC, as of September 30, 2026

Reported beneficial ownership 460,499 shares; 7.11% Carl K. Oppenheimer, as of September 30, 2026

Sole voting and dispositive power 53,611 shares Oppenheimer + Close, LLC

Sole voting and dispositive power 309,772 shares Carl K. Oppenheimer

Key Terms

Amount beneficially owned, Sole Voting Power, Sole Dispositive Power

3 terms

Amount beneficially owned regulatory

"Amount beneficially owned: 460,499"

Sole Voting Power regulatory

"Sole Voting Power 309,772.00"

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 regulatory

"Sole Dispositive Power 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.

FAQ

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

How many HURC shares did Carl K. Oppenheimer report owning?

Carl K. Oppenheimer reported beneficial ownership of 460,499 Hurco shares, or 7.11%, as of September 30, 2026.

How many HURC shares did Oppenheimer + Close, LLC report?

Oppenheimer + Close, LLC reported beneficial ownership of 204,338 Hurco shares, or 3.16%, as of September 30, 2026. Its reported sole voting power and sole dispositive power were each 53,611 shares.

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)

09/30/2026

(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

204,338.00

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)

3.16 %

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

460,499.00

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)

7.11 %

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: 256,161 204,338 256,161 460,499
(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:	11/02/2026

Oppenheimer + Close, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	11/02/2026

Oppvest, LLC

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	11/02/2026

Carl K. Oppenheimer

Signature:	Carl K. Oppenheimer
Name/Title:	Managing Member
Date:	11/02/2026