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NIA Impact Advisors’s Horizon Technology Finance HRZN Stock Holding History

NIA Impact 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
2025
Q1 		– Sell
-11,460
Closed -$103K – 106
2024
Q4 		$103K Sell
11,460
-1,441
-11% -$13.8K 0.03% 112
2024
Q3 		$137K Buy
12,901
+313
+2% +$3.58K 0.05% 109
2024
Q2 		$152K Sell
12,588
-859
-6% -$10K 0.05% 102
2024
Q1 		$153K Buy
+13,447
New +$170K 0.06% 90
2023
Q2 		$195K Sell
15,907
-342
-2% -$4.09K 0.11% 51
2023
Q1 		$183K Buy
16,249
+1,267
+8% +$15.1K 0.1% 54
2022
Q4 		$174K Buy
+14,982
New +$180K 0.1% 54
2022
Q3 		– Sell
-10,478
Closed -$121K – 64
2022
Q2 		$121K Buy
10,478
+437
+4% +$5.48K 0.07% 65
2022
Q1 		$140K Buy
+10,041
New +$151K 0.07% 61
2021
Q3 		– Sell
-10,677
Closed -$184K – 58
2021
Q2 		$184K Buy
10,677
+168
+2% +$2.77K 0.09% 54
2021
Q1 		$151K Buy
10,509
+181
+2% +$2.52K 0.08% 53
2020
Q4 		$138K Buy
+10,328
New +$129K 0.07% 54

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIA Impact Advisors's HRZN Position: Q1 2025 in Review

NIA Impact Advisors sold out of Horizon Technology Finance (HRZN) in Q1 2025, closing a stake of 11,460 shares — an estimated $103K sold.

NIA Impact Advisors first reported a position in HRZN in Q4 2020 and held it in 12 quarters. The position peaked at $195K in Q2 2023. 65 funds tracked by Wall St. Rank hold HRZN as of Q1 2025.

  • NIA Impact Advisors reported no remaining Horizon Technology Finance position as of Q1 2025 after selling out during the quarter.
  • NIA Impact Advisors sold 11,460 Horizon Technology Finance shares in Q1 2025, an estimated $103K.
  • NIA Impact Advisors first reported a position in Horizon Technology Finance in Q4 2020 and held it in 12 quarters.
  • NIA Impact Advisors's Horizon Technology Finance position peaked at $195K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2025.

Based on NIA Impact Advisors's 13F filing for Q1 2025, filed 15 May 2025.