Kovitz Investment Group Partners
HTGC icon

Kovitz Investment Group Partners’s Hercules Capital HTGC Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-28,046
Closed -$530K – 832
2025
Q3 		$530K Sell
28,046
-3,729
-12% -$71.5K ﹤0.01% 1013
2025
Q2 		$581K Buy
31,775
+3,427
+12% +$60.7K ﹤0.01% 934
2025
Q1 		$545K Sell
28,348
-11,978
-30% -$242K ﹤0.01% 880
2024
Q4 		$810K Sell
40,326
-17,140
-30% -$334K ﹤0.01% 765
2024
Q3 		$1.13M Buy
57,466
+37,466
+187% +$738K 0.01% 602
2024
Q2 		$409K Hold
20,000
– – ﹤0.01% 683
2024
Q1 		$369K Buy
20,000
+10,000
+100% +$178K ﹤0.01% 554
2023
Q4 		$167K Hold
10,000
– – ﹤0.01% 403
2023
Q3 		$164K Hold
10,000
– – ﹤0.01% 388
2023
Q2 		$148K Buy
+10,000
New +$137K ﹤0.01% 403

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