NA
HRZN icon

NewEdge Advisors’s Horizon Technology Finance HRZN Stock Holding History

NewEdge Advisors’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
+21,413
New +$92.6K ﹤0.01% 2947
2023
Q1 		– Sell
-2,798
Closed -$32.5K – 3749
2022
Q4 		$32.5K Buy
+2,798
New +$33.5K ﹤0.01% 1916

Other funds holding HRZN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors's HRZN Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 21,413 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2947 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in HRZN as recently as Q4 2022.

NewEdge Advisors first reported a position in HRZN in Q4 2022 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • NewEdge Advisors held 21,413 shares of Horizon Technology Finance worth $101K as of Q2 2026.
  • Horizon Technology Finance was a new NewEdge Advisors position in Q2 2026.
  • Horizon Technology Finance made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2947 holding.
  • NewEdge Advisors first reported a position in Horizon Technology Finance in Q4 2022 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.