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Hillsdale Investment Management’s Hercules Capital HTGC Stock Holding History

Hillsdale Investment 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 		– Sell
-8,620
Closed -$127K – 706
2026
Q1 		$127K Buy
+8,620
New +$141K ﹤0.01% 571
2018
Q1 		– Sell
-27,700
Closed -$363K – 497
2017
Q4 		$363K Buy
+27,700
New +$362K 0.06% 264
2017
Q1 		– Sell
-145,800
Closed -$2.06M – 503
2016
Q4 		$2.06M Buy
145,800
+72,000
+98% +$980K 0.43% 44
2016
Q3 		$1M Buy
73,800
+54,200
+277% +$723K 0.27% 54
2016
Q2 		$243K Buy
+19,600
New +$238K 0.07% 293
2013
Q4 		– Sell
-7,400
Closed -$113K – 557
2013
Q3 		$113K Sell
7,400
-1,150
-13% -$16.7K 0.03% 345
2013
Q2 		$119K Buy
+8,550
New +$111K 0.04% 353

Other funds holding HTGC

VanEck Associates
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hillsdale Investment Management's HTGC Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Hercules Capital (HTGC) in Q2 2026, closing a stake of 8,620 shares — an estimated $127K sold.

Hillsdale Investment Management first reported a position in HTGC in Q2 2013 and held it in 7 quarters. The position peaked at $2.06M in Q4 2016. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Hillsdale Investment Management reported no remaining Hercules Capital position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 8,620 Hercules Capital shares in Q2 2026, an estimated $127K.
  • Hillsdale Investment Management first reported a position in Hercules Capital in Q2 2013 and held it in 7 quarters.
  • Hillsdale Investment Management's Hercules Capital position peaked at $2.06M in Q4 2016.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.