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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
2020
Q3 		– Sell
-2,600
Closed -$27K – 556
2020
Q2 		$27K Hold
2,600
– – ﹤0.01% 384
2020
Q1 		$20K Buy
+2,600
New +$33.9K ﹤0.01% 295

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atom Investors's HTGC Position: Q1 2026 in Review

Atom Investors opened a new position in Hercules Capital (HTGC) in Q1 2026: 24,882 shares worth $368K. The stake represents 0.03% of the portfolio and ranks #522 among its holdings. This is a return to the name: Atom Investors previously reported a position in HTGC as recently as Q3 2025.

Atom Investors first reported a position in HTGC in Q3 2020 and has held it in 8 quarters since. The position peaked at $7.29M in Q3 2025. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Atom Investors held 24,882 shares of Hercules Capital worth $368K as of Q1 2026.
  • Hercules Capital was a new Atom Investors position in Q1 2026.
  • Hercules Capital made up 0.03% of Atom Investors's portfolio in Q1 2026, its #522 holding.
  • Atom Investors first reported a position in Hercules Capital in Q3 2020 and has held it in 8 quarters since.
  • Atom Investors's Hercules Capital position peaked at $7.29M in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.