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 Q2	$339K	Sell	21,484 -4,039	-16%	-$62.8K	0.01%	1143
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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Evergreen Capital Management's HTGC Position: Q2 2026 in Review

Evergreen Capital Management reduced its Hercules Capital (HTGC) stake by 16% in Q2 2026, selling an estimated $62.8K and leaving 21,484 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1143.

Evergreen Capital Management first reported a position in HTGC in Q4 2022 and has held it in 6 quarters since. The position peaked at $377K in Q1 2026. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Evergreen Capital Management held 21,484 shares of Hercules Capital worth $339K as of Q2 2026.
Evergreen Capital Management sold 4,039 Hercules Capital shares in Q2 2026, an estimated $62.8K.
Hercules Capital made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1143 holding.
Evergreen Capital Management first reported a position in Hercules Capital in Q4 2022 and has held it in 6 quarters since.
Evergreen Capital Management's Hercules Capital position peaked at $377K in Q1 2026.
332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.