CCM
HTBK

Chicago Capital Management’s Heritage Commerce HTBK Stock Holding History

Chicago Capital Management’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
+14,014
New +$178K 0.11% 29

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chicago Capital Management's HTBK Position: Q1 2026 in Review

Chicago Capital Management opened a new position in Heritage Commerce (HTBK) in Q1 2026: 14,014 shares worth $132K. The stake represents 0.11% of the portfolio and ranks #29 among its holdings.

195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Chicago Capital Management held 14,014 shares of Heritage Commerce worth $132K as of Q1 2026.
  • Heritage Commerce was a new Chicago Capital Management position in Q1 2026.
  • Heritage Commerce made up 0.11% of Chicago Capital Management's portfolio in Q1 2026, its #29 holding.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Chicago Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.