Chapin Davis
HRZN icon

Chapin Davis’s Horizon Technology Finance HRZN Stock Holding History

Chapin Davis’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
Q3 		– Sell
-12,691
Closed -$60K – 265
2026
Q2 		$60K Buy
+12,691
New +$54.9K 0.01% 253

Other funds holding HRZN

Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Chapin Davis's HRZN Position: Q3 2026 in Review

Chapin Davis sold out of Horizon Technology Finance (HRZN) in Q3 2026, closing a stake of 12,691 shares — an estimated $60K sold.

Chapin Davis first reported a position in HRZN in Q2 2026 and held it in 1 quarter. The position peaked at $60K in Q2 2026. 11 funds tracked by Wall St. Rank hold HRZN as of Q3 2026.

  • Chapin Davis reported no remaining Horizon Technology Finance position as of Q3 2026 after selling out during the quarter.
  • Chapin Davis sold 12,691 Horizon Technology Finance shares in Q3 2026, an estimated $60K.
  • Chapin Davis first reported a position in Horizon Technology Finance in Q2 2026 and held it in 1 quarter.
  • Chapin Davis's Horizon Technology Finance position peaked at $60K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.