A Schedule 13G was filed on November 2, 2026, by Carl K. Oppenheimer and three related entities reporting beneficial ownership positions in Hurco Companies, Inc. common stock as of September 30, 2026.

Key Highlights

  • Carl K. Oppenheimer reported aggregate beneficial ownership of 460,499 shares, representing 7.11% of Hurco Companies, Inc. common stock.
  • Sole voting and dispositive power for Oppenheimer personally covers 309,772 shares, with zero shared voting or dispositive power reported.
  • P. Oppenheimer Investment Partnership, LP and Oppvest, LLC each reported 256,161 shares beneficially owned, equal to 3.96% of the class.
  • Oppenheimer + Close, LLC reported aggregate beneficial ownership of 204,338 shares (3.16%), with sole voting and dispositive power over 53,611 shares.
  • All four reporting persons are organized in Delaware and share a principal business address of 119 West 57th Street, Suite 1515, New York, NY 10019.
  • The triggering event date for this filing is September 30, 2026, per the filing.

Oppenheimer Group Positions in Hurco Companies Common Stock

According to the Schedule 13G filed with the SEC on November 2, 2026, Carl K. Oppenheimer and three affiliated entities collectively disclosed beneficial ownership of Hurco Companies, Inc. (NASDAQ:HURC) common stock, no par value, as of September 30, 2026. Carl K. Oppenheimer, a United States citizen, reported the largest aggregate position among the four filers at 460,499 shares, representing 7.11% of the class. His sole voting power and sole dispositive power each cover 309,772 shares, with no shared voting or dispositive power reported.

P. Oppenheimer Investment Partnership, LP, a Delaware limited partnership, and Oppvest, LLC, a Delaware limited liability company, each reported identical aggregate beneficial ownership of 256,161 shares, or 3.96% of the class, with sole voting and sole dispositive power over all 256,161 shares and no shared power of any kind. Oppenheimer + Close, LLC, a Delaware investment adviser, reported aggregate beneficial ownership of 204,338 shares (3.16%), but sole voting and sole dispositive power only over 53,611 shares. Carl K. Oppenheimer signed the filing as Managing Member for all three entities as well as in his individual capacity.

The filing identifies Hurco Companies, Inc.'s principal executive offices as One Technology Way, Indianapolis, Indiana 46268. The CUSIP number for the reported security is 447324104. The filing does not indicate group membership among the reporting persons, and Items 5 through 9 of the Schedule 13G are each noted as "Not Applicable."

What Was Disclosed

The Schedule 13G disclosed beneficial ownership of Hurco Companies, Inc. common stock by Carl K. Oppenheimer and three Delaware-organized affiliated entities, with Oppenheimer's individual aggregate position representing 7.11% of the class as of September 30, 2026.