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Investment Research Partners’s Hercules Capital HTGC Stock Holding History

Investment Research Partners’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 		$407K Buy
25,777
+1,692
+7% +$26.3K 0.14% 170
2026
Q1 		$356K Buy
24,085
+1,788
+8% +$29.2K 0.14% 159
2025
Q4 		$420K Buy
22,297
+116
+0.5% +$2.09K 0.18% 136
2025
Q3 		$394K Buy
+22,181
New +$425K 0.18% 136

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Investment Research Partners's HTGC Position: Q2 2026 in Review

Investment Research Partners increased its Hercules Capital (HTGC) stake by 7% in Q2 2026, buying an estimated $26.3K and bringing the position to 25,777 shares worth $407K. The position accounts for 0.14% of the portfolio, ranked #170.

Investment Research Partners first reported a position in HTGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $420K in Q4 2025. 231 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Investment Research Partners held 25,777 shares of Hercules Capital worth $407K as of Q2 2026.
  • Investment Research Partners bought 1,692 Hercules Capital shares in Q2 2026, an estimated $26.3K.
  • Hercules Capital made up 0.14% of Investment Research Partners's portfolio in Q2 2026, its #170 holding.
  • Investment Research Partners first reported a position in Hercules Capital in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Hercules Capital position peaked at $420K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.