Cambridge Investment Research Advisors
HRZN icon

Cambridge Investment Research Advisors’s Horizon Technology Finance HRZN Stock Holding History

Cambridge Investment Research Advisors’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 		$50K Buy
+10,661
New +$46.1K ﹤0.01% 3985
2025
Q3 		– Sell
-14,076
Closed -$101K – 3777
2025
Q2 		$101K Sell
14,076
-640
-4% -$4.99K ﹤0.01% 3471
2025
Q1 		$139K Sell
14,716
-302
-2% -$2.83K ﹤0.01% 3292
2024
Q4 		$135K Sell
15,018
-2,270
-13% -$21.8K ﹤0.01% 3273
2024
Q3 		$184K Buy
17,288
+576
+3% +$6.58K ﹤0.01% 3177
2024
Q2 		$201K Sell
16,712
-533
-3% -$6.21K ﹤0.01% 3035
2024
Q1 		$196K Buy
17,245
+78
+0.5% +$985 ﹤0.01% 3029
2023
Q4 		$226K Buy
17,167
+696
+4% +$8.52K ﹤0.01% 2817
2023
Q3 		$196K Buy
16,471
+51
+0.3% +$626 ﹤0.01% 2818
2023
Q2 		$198K Sell
16,420
-229
-1% -$2.74K ﹤0.01% 2880
2023
Q1 		$188K Buy
+16,649
New +$199K ﹤0.01% 2847
2021
Q2 		– Sell
-26,480
Closed -$381K – 3131
2021
Q1 		$381K Sell
26,480
-2,952
-10% -$41.1K ﹤0.01% 2110
2020
Q4 		$390K Sell
29,432
-41
-0.1% -$512 ﹤0.01% 1943
2020
Q3 		$362K Buy
29,473
+3,381
+13% +$40K ﹤0.01% 1807
2020
Q2 		$284K Buy
26,092
+12,032
+86% +$121K ﹤0.01% 1928
2020
Q1 		$114K Sell
14,060
-722
-5% -$8.5K ﹤0.01% 2088
2019
Q4 		$191K Sell
14,782
-250
-2% -$3.07K ﹤0.01% 2229
2019
Q3 		$178K Sell
15,032
-667
-4% -$7.99K ﹤0.01% 2146
2019
Q2 		$185K Buy
15,699
+532
+4% +$6.27K ﹤0.01% 2012
2019
Q1 		$179K Hold
15,167
– – ﹤0.01% 2098
2018
Q4 		$171K Sell
15,167
-1,500
-9% -$17.1K ﹤0.01% 1963
2018
Q3 		$190K Buy
16,667
+6,551
+65% +$72.1K ﹤0.01% 2061
2018
Q2 		$102K Sell
10,116
-140
-1% -$1.43K ﹤0.01% 2108
2018
Q1 		$107K Sell
10,256
-518
-5% -$5.66K ﹤0.01% 2050
2017
Q4 		$121K Sell
10,774
-13,337
-55% -$147K ﹤0.01% 2011
2017
Q3 		$268K Buy
24,111
+1,891
+9% +$20.6K ﹤0.01% 1625
2017
Q2 		$252K Sell
22,220
-142
-0.6% -$1.6K ﹤0.01% 1619
2017
Q1 		$249K Sell
22,362
-198
-0.9% -$2.2K ﹤0.01% 1496
2016
Q4 		$238K Buy
22,560
+2,002
+10% +$23.6K ﹤0.01% 1404
2016
Q3 		$279K Sell
20,558
-3,211
-14% -$43.1K 0.01% 1342
2016
Q2 		$290K Buy
23,769
+2,798
+13% +$32.9K 0.01% 1192
2016
Q1 		$243K Sell
20,971
-810
-4% -$8.69K 0.01% 1287
2015
Q4 		$255K Buy
21,781
+350
+2% +$3.84K 0.01% 1203
2015
Q3 		$194K Buy
+21,431
New +$231K 0.01% 1267

Other funds holding HRZN

CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors's HRZN Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 10,661 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #3985 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in HRZN as recently as Q2 2025.

Cambridge Investment Research Advisors first reported a position in HRZN in Q3 2015 and has held it in 34 quarters since. The position peaked at $390K in Q4 2020. 27 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,661 shares of Horizon Technology Finance worth $50K as of Q2 2026.
  • Horizon Technology Finance was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Horizon Technology Finance made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3985 holding.
  • Cambridge Investment Research Advisors first reported a position in Horizon Technology Finance in Q3 2015 and has held it in 34 quarters since.
  • Cambridge Investment Research Advisors's Horizon Technology Finance position peaked at $390K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.