RFP
TPVG icon

Root Financial Partners’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Root Financial Partners’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46 Hold
9
– – ﹤0.01% 3389
2025
Q4 		$61 Sell
9
-1,000
-99% -$5.99K ﹤0.01% 2363
2025
Q3 		$5.82K Buy
+1,009
New +$6.71K ﹤0.01% 1663

Other funds holding TPVG

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Root Financial Partners's TPVG Position: Q1 2026 in Review

Root Financial Partners held its TriplePoint Venture Growth BDC (TPVG) position steady in Q1 2026 at 9 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Root Financial Partners first reported a position in TPVG in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.82K in Q3 2025. 73 funds tracked by Wall St. Rank hold TPVG as of Q1 2026.

  • Root Financial Partners held 9 shares of TriplePoint Venture Growth BDC worth $46 as of Q1 2026.
  • Root Financial Partners left its TriplePoint Venture Growth BDC share count unchanged in Q1 2026.
  • TriplePoint Venture Growth BDC made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3389 holding.
  • Root Financial Partners first reported a position in TriplePoint Venture Growth BDC in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's TriplePoint Venture Growth BDC position peaked at $5.82K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.