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 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	–	334
2023 Q1	$1.4M	Buy	+108,401	New	+$1.52M	0.76%	27
2020 Q4	–	Sell	-19,798	Closed	-$229K	–	462
2020 Q3	$229K	Buy	+19,798	New	+$220K	0.02%	329
2020 Q2	–	Hold	0	–	–	–	445
2020 Q1	–	Hold	0	–	–	–	371

Other funds holding HTGC

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return