Monument Capital Management’s Hercules Capital HTGC Stock Holding History

Monument Capital Management’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	$456K	Sell	30,873 -87	-0.3%	-$1.42K	0.11%	139
2025 Q4	$583K	Sell	30,960 -3,487	-10%	-$62.9K	0.15%	122
2025 Q3	$651K	Buy	34,447 +18,913	+122%	+$362K	0.16%	115
2025 Q2	$284K	Sell	15,534 -887	-5%	-$15.7K	0.07%	175
2025 Q1	$315K	Sell	16,421 -740	-4%	-$14.9K	0.1%	150
2024 Q4	$345K	Sell	17,161 -149	-0.9%	-$2.91K	0.1%	144
2024 Q3	$340K	Sell	17,310 -1,108	-6%	-$21.8K	0.09%	144
2024 Q2	$377K	Sell	18,418 -612	-3%	-$11.8K	0.11%	126
2024 Q1	$351K	Buy	+19,030	New	+$338K	0.1%	142

Other funds holding HTGC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monument Capital Management's HTGC Position: Q1 2026 in Review

Monument Capital Management reduced its Hercules Capital (HTGC) stake by 0.28% in Q1 2026, selling an estimated $1.42K and leaving 30,873 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #139.

Monument Capital Management first reported a position in HTGC in Q1 2024 and has held it in 9 quarters since. The position peaked at $651K in Q3 2025. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

Monument Capital Management held 30,873 shares of Hercules Capital worth $456K as of Q1 2026.
Monument Capital Management sold 87 Hercules Capital shares in Q1 2026, an estimated $1.42K.
Hercules Capital made up 0.11% of Monument Capital Management's portfolio in Q1 2026, its #139 holding.
Monument Capital Management first reported a position in Hercules Capital in Q1 2024 and has held it in 9 quarters since.
Monument Capital Management's Hercules Capital position peaked at $651K in Q3 2025.
349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.