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 Q2	$480K	Sell	30,442 -431	-1%	-$6.7K	0.1%	169
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

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

Monument Capital Management's HTGC Position: Q2 2026 in Review

Monument Capital Management reduced its Hercules Capital (HTGC) stake by 1.4% in Q2 2026, selling an estimated $6.7K and leaving 30,442 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #169.

Monument Capital Management first reported a position in HTGC in Q1 2024 and has held it in 10 quarters since. The position peaked at $651K in Q3 2025. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Monument Capital Management held 30,442 shares of Hercules Capital worth $480K as of Q2 2026.
Monument Capital Management sold 431 Hercules Capital shares in Q2 2026, an estimated $6.7K.
Hercules Capital made up 0.1% of Monument Capital Management's portfolio in Q2 2026, its #169 holding.
Monument Capital Management first reported a position in Hercules Capital in Q1 2024 and has held it in 10 quarters since.
Monument Capital Management's Hercules Capital position peaked at $651K in Q3 2025.
332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.