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Crew Capital Management’s Horizon Technology Finance HRZN Stock Holding History

Crew Capital Management’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
2025
Q2 		– Sell
-10,671
Closed -$101K – 126
2025
Q1 		$101K Sell
10,671
-386
-3% -$3.62K 0.08% 149
2024
Q4 		$99.4K Buy
+11,057
New +$106K 0.08% 143

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Crew Capital Management's HRZN Position: Q2 2025 in Review

Crew Capital Management sold out of Horizon Technology Finance (HRZN) in Q2 2025, closing a stake of 10,671 shares — an estimated $101K sold.

Crew Capital Management first reported a position in HRZN in Q4 2024 and held it in 2 quarters. The position peaked at $101K in Q1 2025. 60 funds tracked by Wall St. Rank hold HRZN as of Q2 2025.

  • Crew Capital Management reported no remaining Horizon Technology Finance position as of Q2 2025 after selling out during the quarter.
  • Crew Capital Management sold 10,671 Horizon Technology Finance shares in Q2 2025, an estimated $101K.
  • Crew Capital Management first reported a position in Horizon Technology Finance in Q4 2024 and held it in 2 quarters.
  • Crew Capital Management's Horizon Technology Finance position peaked at $101K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.