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Jefferies Financial Group’s Hercules Capital HTGC Stock Holding History

Jefferies Financial Group’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 		$4.38M Buy
296,300
+275,000
+1,291% +$4.49M 0.03% 379
2025
Q4 		$401K Buy
+21,300
New +$384K ﹤0.01% 1408

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

Jefferies Financial Group's HTGC Position: Q1 2026 in Review

Jefferies Financial Group increased its Hercules Capital (HTGC) stake by 2,998% in Q1 2026, buying an estimated $1.46M and bringing the position to 92,230 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #798.

Jefferies Financial Group first reported a position in HTGC in Q2 2023 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Jefferies Financial Group held 92,230 shares of Hercules Capital worth $1.36M as of Q1 2026.
  • Jefferies Financial Group bought 89,253 Hercules Capital shares in Q1 2026, an estimated $1.46M.
  • Hercules Capital made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #798 holding.
  • Jefferies Financial Group first reported a position in Hercules Capital in Q2 2023 and has held it in 8 quarters since.
  • 349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.