Kovitz Investment Group Partners
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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
Q2 		$581K Buy
2025
Q1 		$545K Sell
2024
Q4 		$810K Sell
2024
Q3 		$1.13M Buy
2024
Q2 		$409K Hold
2024
Q1 		$369K Buy
2023
Q4 		$167K Hold
2023
Q3 		$164K Hold
2023
Q2 		$148K Buy