Capstone Investment Advisors
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Capstone Investment Advisors’s Hercules Capital HTGC Stock Holding History

Capstone Investment Advisors’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 		$779K Buy
+49,417
New +$769K ﹤0.01% 1051
2024
Q2 		– Sell
-17,163
Closed -$317K – 2247
2024
Q1 		$317K Buy
17,163
+4,482
+35% +$79.6K ﹤0.01% 1807
2023
Q4 		$211K Buy
+12,681
New +$201K ﹤0.01% 1769
2017
Q1 		– Sell
-39,884
Closed -$562K – 985
2016
Q4 		$562K Buy
39,884
+23,848
+149% +$325K 0.02% 560
2016
Q3 		$217K Buy
+16,036
New +$214K ﹤0.01% 671

Other funds holding HTGC

VanEck Associates
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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Capstone Investment Advisors's HTGC Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Hercules Capital (HTGC) in Q2 2026: 49,417 shares worth $779K. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in HTGC as recently as Q1 2024.

Capstone Investment Advisors first reported a position in HTGC in Q3 2016 and has held it in 5 quarters since. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Capstone Investment Advisors held 49,417 shares of Hercules Capital worth $779K as of Q2 2026.
  • Hercules Capital was a new Capstone Investment Advisors position in Q2 2026.
  • Hercules Capital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1051 holding.
  • Capstone Investment Advisors first reported a position in Hercules Capital in Q3 2016 and has held it in 5 quarters since.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.