Fidelity Investments
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Fidelity Investments’s Horizon Technology Finance HRZN Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-238
Closed -$1.45K – 5487
2025
Q3 		$1.45K Buy
+238
New +$1.73K ﹤0.01% 4976
2025
Q1 		– Sell
-3
Closed -$27 – 5479
2024
Q4 		$27 Buy
3
+1
+50% +$10 ﹤0.01% 5308
2024
Q3 		$21 Hold
2
– – ﹤0.01% 5351
2024
Q2 		$24 Hold
2
– – ﹤0.01% 5159
2024
Q1 		$23 Hold
2
– – ﹤0.01% 5168
2023
Q4 		$26 Hold
2
– – ﹤0.01% 5147
2023
Q3 		$24 Hold
2
– – ﹤0.01% 5060
2023
Q2 		$24 Buy
2
+1
+100% +$12 ﹤0.01% 5139
2023
Q1 		$11 Hold
1
– – ﹤0.01% 5169
2022
Q4 		$12 Sell
1
-1
-50% -$12 ﹤0.01% 5207
2022
Q3 		$0 Buy
+2
New +$25 ﹤0.01% 5125
2022
Q2 		– Sell
-1
Closed – – 5183
2022
Q1 		$0 Hold
1
– – ﹤0.01% 5207
2021
Q4 		$0 Sell
1
-1
-50% -$17 ﹤0.01% 4620
2021
Q3 		$0 Hold
2
– – ﹤0.01% 4653
2021
Q2 		$0 Buy
+2
New +$33 ﹤0.01% 4536
2021
Q1 		– Sell
-3
Closed – – 4238
2020
Q4 		$0 Buy
+3
New +$37 ﹤0.01% 4049
2020
Q3 		– Sell
-1
Closed – – 3826
2020
Q2 		$0 Buy
+1
New +$10 ﹤0.01% 3855
2020
Q1 		– Sell
-2
Closed – – 3907
2019
Q4 		$0 Buy
2
+1
+100% +$12 ﹤0.01% 4001
2019
Q3 		$0 Buy
+1
New +$12 ﹤0.01% 3980
2019
Q2 		– Sell
-1
Closed – – 3934
2019
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 3867

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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 $429M AUM 52.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments's HRZN Position: Q4 2025 in Review

Fidelity Investments sold out of Horizon Technology Finance (HRZN) in Q4 2025, closing a stake of 238 shares — an estimated $1.45K sold.

Fidelity Investments first reported a position in HRZN in Q1 2019 and held it in 20 quarters. The position peaked at $1.45K in Q3 2025. 65 funds tracked by Wall St. Rank hold HRZN as of Q4 2025.

  • Fidelity Investments reported no remaining Horizon Technology Finance position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 238 Horizon Technology Finance shares in Q4 2025, an estimated $1.45K.
  • Fidelity Investments first reported a position in Horizon Technology Finance in Q1 2019 and held it in 20 quarters.
  • Fidelity Investments's Horizon Technology Finance position peaked at $1.45K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.