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Invested Advisors’s Hercules Capital HTGC Stock Holding History

Invested 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
Q1 		$203K Buy
13,762
+291
+2% +$4.76K 0.21% 132
2025
Q4 		$254K Buy
13,471
+2,176
+19% +$39.3K 0.26% 106
2025
Q3 		$226K Buy
+11,295
New +$216K 0.33% 91

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invested Advisors's HTGC Position: Q1 2026 in Review

Invested Advisors increased its Hercules Capital (HTGC) stake by 2.2% in Q1 2026, buying an estimated $4.76K and bringing the position to 13,762 shares worth $203K. The position accounts for 0.21% of the portfolio, ranked #132.

Invested Advisors first reported a position in HTGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Invested Advisors held 13,762 shares of Hercules Capital worth $203K as of Q1 2026.
  • Invested Advisors bought 291 Hercules Capital shares in Q1 2026, an estimated $4.76K.
  • Hercules Capital made up 0.21% of Invested Advisors's portfolio in Q1 2026, its #132 holding.
  • Invested Advisors first reported a position in Hercules Capital in Q3 2025 and has held it in 3 quarters since.
  • Invested Advisors's Hercules Capital position peaked at $254K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Invested Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.