Atom Investors’s Hercules Capital HTGC Stock Holding History

Atom Investors’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$650K	Buy	41,230 +16,348	+66%	+$254K	0.06%	488
2026 Q1	$368K	Buy	+24,882	New	+$407K	0.03%	522
2025 Q4	–	Sell	-385,594	Closed	-$7.29M	–	685
2025 Q3	$7.29M	Sell	385,594 -2,889	-0.7%	-$55.4K	0.55%	32
2025 Q2	$7.1M	Buy	388,483 +331,585	+583%	+$5.87M	0.63%	27
2025 Q1	$1.09M	Sell	56,898 -25,495	-31%	-$515K	0.13%	201
2024 Q4	$1.66M	Buy	+82,393	New	+$1.61M	0.21%	148
2024 Q1	–	Sell	-12,768	Closed	-$213K	–	623
2023 Q4	$213K	Buy	+12,768	New	+$202K	0.04%	398
2023 Q2	–	Sell	-108,401	Closed	-$1.4M	–	332
2023 Q1	$1.4M	Buy	+108,401	New	+$1.52M	0.76%	27
2020 Q4	–	Sell	-19,798	Closed	-$229K	–	460
2020 Q3	$229K	Buy	+19,798	New	+$220K	0.02%	329

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Atom Investors's HTGC Position: Q2 2026 in Review

Atom Investors increased its Hercules Capital (HTGC) stake by 66% in Q2 2026, buying an estimated $254K and bringing the position to 41,230 shares worth $650K. The position accounts for 0.06% of the portfolio, ranked #488.

Atom Investors first reported a position in HTGC in Q3 2020 and has held it in 9 quarters since. The position peaked at $7.29M in Q3 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Atom Investors held 41,230 shares of Hercules Capital worth $650K as of Q2 2026.
Atom Investors bought 16,348 Hercules Capital shares in Q2 2026, an estimated $254K.
Hercules Capital made up 0.06% of Atom Investors's portfolio in Q2 2026, its #488 holding.
Atom Investors first reported a position in Hercules Capital in Q3 2020 and has held it in 9 quarters since.
Atom Investors's Hercules Capital position peaked at $7.29M in Q3 2025.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.