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Inspire Advisors’s Hercules Capital HTGC Stock Holding History

Inspire Advisors’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 		$325K Buy
20,562
+4,441
+28% +$69.1K 0.02% 505
2026
Q1 		$238K Sell
16,121
-1,612
-9% -$26.3K 0.02% 552
2025
Q4 		$334K Sell
17,733
-238
-1% -$4.29K 0.03% 397
2025
Q3 		$340K Sell
17,971
-282
-2% -$5.41K 0.03% 364
2025
Q2 		$334K Sell
18,253
-2,677
-13% -$47.4K 0.03% 361
2025
Q1 		$402K Sell
20,930
-141
-0.7% -$2.85K 0.05% 304
2024
Q4 		$423K Buy
21,071
+2,385
+13% +$46.5K 0.05% 264
2024
Q3 		$367K Sell
18,686
-2,104
-10% -$41.4K 0.04% 273
2024
Q2 		$425K Sell
20,790
-1,083
-5% -$20.8K 0.06% 247
2024
Q1 		$404K Buy
21,873
+141
+0.6% +$2.5K 0.06% 230
2023
Q4 		$362K Buy
21,732
+3,586
+20% +$56.7K 0.05% 227
2023
Q3 		$298K Sell
18,146
-660
-4% -$10.8K 0.05% 210
2023
Q2 		$278K Buy
18,806
+1,756
+10% +$24.1K 0.05% 182
2023
Q1 		$220K Buy
+17,050
New +$238K 0.05% 175
2021
Q1 		– Sell
-491
Closed -$7K – 368
2020
Q4 		$7K Buy
+491
New +$6.25K ﹤0.01% 561

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 40.89% 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

Inspire Advisors's HTGC Position: Q2 2026 in Review

Inspire Advisors increased its Hercules Capital (HTGC) stake by 28% in Q2 2026, buying an estimated $69.1K and bringing the position to 20,562 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #505.

Inspire Advisors first reported a position in HTGC in Q4 2020 and has held it in 15 quarters since. The position peaked at $425K in Q2 2024. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Inspire Advisors held 20,562 shares of Hercules Capital worth $325K as of Q2 2026.
  • Inspire Advisors bought 4,441 Hercules Capital shares in Q2 2026, an estimated $69.1K.
  • Hercules Capital made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #505 holding.
  • Inspire Advisors first reported a position in Hercules Capital in Q4 2020 and has held it in 15 quarters since.
  • Inspire Advisors's Hercules Capital position peaked at $425K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.