Mercer Global Advisors’s Hercules Capital HTGC Stock Holding History

Mercer Global 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 Q2	$216K	Buy	+13,697	New	+$213K	﹤0.01%	3164
2025 Q3	–	Sell	-19,297	Closed	-$353K	–	2685
2025 Q2	$353K	Buy	19,297 +2,030	+12%	+$36K	﹤0.01%	1759
2025 Q1	$332K	Buy	17,267 +3,868	+29%	+$78.1K	﹤0.01%	1708
2024 Q4	$269K	Sell	13,399 -8,095	-38%	-$158K	﹤0.01%	1810
2024 Q3	$421K	Buy	21,494 +8,465	+65%	+$167K	﹤0.01%	1436
2024 Q2	$266K	Sell	13,029 -9,427	-42%	-$181K	﹤0.01%	1640
2024 Q1	$414K	Buy	+22,456	New	+$399K	﹤0.01%	1383
2023 Q4	–	Sell	-16,643	Closed	-$273K	–	2047
2023 Q3	$273K	Buy	+16,643	New	+$272K	﹤0.01%	1591

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mercer Global Advisors's HTGC Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Hercules Capital (HTGC) in Q2 2026: 13,697 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #3164 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in HTGC as recently as Q2 2025.

Mercer Global Advisors first reported a position in HTGC in Q3 2023 and has held it in 8 quarters since. The position peaked at $421K in Q3 2024. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Mercer Global Advisors held 13,697 shares of Hercules Capital worth $216K as of Q2 2026.
Hercules Capital was a new Mercer Global Advisors position in Q2 2026.
Hercules Capital made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3164 holding.
Mercer Global Advisors first reported a position in Hercules Capital in Q3 2023 and has held it in 8 quarters since.
Mercer Global Advisors's Hercules Capital position peaked at $421K in Q3 2024.
332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.