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Freedom Investment Management’s Horizon Technology Finance HRZN Stock Holding History

Freedom Investment 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
Q3 		– Sell
-106,849
Closed -$769K – 382
2025
Q2 		$769K Sell
106,849
-3,770
-3% -$29.4K 0.06% 319
2025
Q1 		$1.04M Sell
110,619
-6,625
-6% -$62.1K 0.09% 230
2024
Q4 		$1.05M Buy
117,244
+15,091
+15% +$145K 0.09% 216
2024
Q3 		$1.09M Sell
102,153
-5,313
-5% -$60.7K 0.09% 217
2024
Q2 		$1.29M Buy
107,466
+8,776
+9% +$102K 0.11% 185
2024
Q1 		$1.12M Sell
98,690
-17,516
-15% -$221K 0.09% 217
2023
Q4 		$1.53M Sell
116,206
-5,472
-4% -$66.9K 0.12% 155
2023
Q3 		$1.45M Sell
121,678
-14,247
-10% -$175K 0.18% 133
2023
Q2 		$1.64M Sell
135,925
-10,226
-7% -$122K 0.18% 124
2023
Q1 		$1.65M Sell
146,151
-19,231
-12% -$230K 0.19% 143
2022
Q4 		$1.92M Sell
165,382
-17,403
-10% -$209K 0.22% 116
2022
Q3 		$1.83M Sell
182,785
-5
-0% -$62 0.21% 113
2022
Q2 		$2.11M Sell
182,790
-9,305
-5% -$117K 0.23% 107
2022
Q1 		$2.67M Buy
192,095
+3,203
+2% +$48.3K 0.24% 97
2021
Q4 		$3.01M Buy
188,892
+12,031
+7% +$203K 0.22% 114
2021
Q3 		$2.88M Buy
176,861
+7,992
+5% +$136K 0.22% 104
2021
Q2 		$2.92M Buy
168,869
+17,042
+11% +$281K 0.22% 108
2021
Q1 		$2.18M Buy
151,827
+674
+0.4% +$9.37K 0.17% 141
2020
Q4 		$2M Buy
151,153
+32,601
+27% +$407K 0.22% 103
2020
Q3 		$1.46M Buy
118,552
+29,167
+33% +$345K 0.16% 130
2020
Q2 		$974K Buy
89,385
+41,745
+88% +$419K 0.11% 167
2020
Q1 		$633K Buy
47,640
+31,949
+204% +$376K 0.06% 288
2019
Q4 		$203K Buy
15,691
+1,258
+9% +$15.5K 0.02% 615
2019
Q3 		$171K Buy
+14,433
New +$173K 0.01% 643
2018
Q4 		– Sell
-22,226
Closed -$249K – 825
2018
Q3 		$249K Buy
+22,226
New +$245K 0.02% 762

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's HRZN Position: Q3 2025 in Review

Freedom Investment Management sold out of Horizon Technology Finance (HRZN) in Q3 2025, closing a stake of 106,849 shares — an estimated $769K sold.

Freedom Investment Management first reported a position in HRZN in Q3 2018 and held it in 25 quarters. The position peaked at $3.01M in Q4 2021. 62 funds tracked by Wall St. Rank hold HRZN as of Q3 2025.

  • Freedom Investment Management reported no remaining Horizon Technology Finance position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 106,849 Horizon Technology Finance shares in Q3 2025, an estimated $769K.
  • Freedom Investment Management first reported a position in Horizon Technology Finance in Q3 2018 and held it in 25 quarters.
  • Freedom Investment Management's Horizon Technology Finance position peaked at $3.01M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.