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Atria Investments’s Horizon Technology Finance HRZN Stock Holding History

Atria Investments’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,855
Closed -$49.9K – 2197
2026
Q1 		$49.9K Buy
+11,855
New +$68.7K ﹤0.01% 2025

Other funds holding HRZN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's HRZN Position: Q2 2026 in Review

Atria Investments sold out of Horizon Technology Finance (HRZN) in Q2 2026, closing a stake of 11,855 shares — an estimated $49.9K sold.

Atria Investments first reported a position in HRZN in Q1 2026 and held it in 1 quarter. The position peaked at $49.9K in Q1 2026. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Atria Investments reported no remaining Horizon Technology Finance position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 11,855 Horizon Technology Finance shares in Q2 2026, an estimated $49.9K.
  • Atria Investments first reported a position in Horizon Technology Finance in Q1 2026 and held it in 1 quarter.
  • Atria Investments's Horizon Technology Finance position peaked at $49.9K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.