Evergreen Capital Management’s Hercules Capital HTGC Stock Holding History

Evergreen Capital Management’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 Q1	$377K	Buy	25,523 +13,019	+104%	+$213K	0.01%	967
2025 Q4	$235K	Buy	+12,504	New	+$226K	0.01%	1206
2025 Q1	–	Sell	-10,484	Closed	-$211K	–	1131
2024 Q4	$211K	Buy	+10,484	New	+$205K	0.01%	962
2024 Q3	–	Sell	-10,108	Closed	-$207K	–	1031
2024 Q2	$207K	Buy	+10,108	New	+$194K	0.01%	856
2023 Q1	–	Sell	-15,838	Closed	-$209K	–	738
2022 Q4	$209K	Buy	+15,838	New	+$215K	0.01%	598

Other funds holding HTGC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Capital Management's HTGC Position: Q1 2026 in Review

Evergreen Capital Management increased its Hercules Capital (HTGC) stake by 104% in Q1 2026, buying an estimated $213K and bringing the position to 25,523 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #967.

Evergreen Capital Management first reported a position in HTGC in Q4 2022 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

Evergreen Capital Management held 25,523 shares of Hercules Capital worth $377K as of Q1 2026.
Evergreen Capital Management bought 13,019 Hercules Capital shares in Q1 2026, an estimated $213K.
Hercules Capital made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #967 holding.
Evergreen Capital Management first reported a position in Hercules Capital in Q4 2022 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.