Nisa Investment Advisors
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Nisa Investment Advisors’s Hercules Capital HTGC Stock Holding History

Nisa Investment 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
Q1 		– Sell
-174
Closed -$3.27K – 3084
2025
Q4 		$3.27K Hold
174
– – ﹤0.01% 2526
2025
Q3 		$3.29K Hold
174
– – ﹤0.01% 2522
2025
Q2 		$3.18K Sell
174
-9,226
-98% -$163K ﹤0.01% 2522
2025
Q1 		$181K Buy
9,400
+5,600
+147% +$113K ﹤0.01% 1257
2024
Q4 		$76.3K Sell
3,800
-2,000
-34% -$39K ﹤0.01% 1546
2024
Q3 		$114K Buy
+5,800
New +$114K ﹤0.01% 1410
2023
Q3 		– Sell
-500
Closed -$7.4K – 2801
2023
Q2 		$7.4K Hold
500
– – ﹤0.01% 2296
2023
Q1 		$6K Sell
500
-7,800
-94% -$109K ﹤0.01% 2219
2022
Q4 		$110K Buy
+8,300
New +$113K ﹤0.01% 1526
2014
Q4 		– Sell
-10,000
Closed -$145K – 1299
2014
Q3 		$145K Hold
10,000
– – ﹤0.01% 1279
2014
Q2 		$162K Hold
10,000
– – ﹤0.01% 1289
2014
Q1 		$141K Sell
10,000
-2,100
-17% -$32.9K ﹤0.01% 1305
2013
Q4 		$198K Buy
12,100
+2,100
+21% +$33.9K ﹤0.01% 1276
2013
Q3 		$153K Buy
+10,000
New +$145K ﹤0.01% 1276

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nisa Investment Advisors's HTGC Position: Q1 2026 in Review

Nisa Investment Advisors sold out of Hercules Capital (HTGC) in Q1 2026, closing a stake of 174 shares — an estimated $3.27K sold.

Nisa Investment Advisors first reported a position in HTGC in Q3 2013 and held it in 14 quarters. The position peaked at $198K in Q4 2013. 350 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Nisa Investment Advisors reported no remaining Hercules Capital position as of Q1 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 174 Hercules Capital shares in Q1 2026, an estimated $3.27K.
  • Nisa Investment Advisors first reported a position in Hercules Capital in Q3 2013 and held it in 14 quarters.
  • Nisa Investment Advisors's Hercules Capital position peaked at $198K in Q4 2013.
  • 350 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.