Sand Hill Global Advisors’s Hercules Capital HTGC Stock Holding History

Sand Hill Global 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 Q2	$218K	Hold	13,832	–	–	0.01%	207
2026 Q1	$204K	Hold	13,832	–	–	0.01%	200
2025 Q4	$260K	Sell	13,832 -2,000	-13%	-$36.1K	0.01%	177
2025 Q3	$299K	Buy	15,832 +329	+2%	+$6.31K	0.01%	169
2025 Q2	$283K	Buy	15,503 +2,348	+18%	+$41.6K	0.01%	174
2025 Q1	$253K	Sell	13,155 -14,262	-52%	-$288K	0.01%	175
2024 Q4	$551K	Buy	27,417 +665	+2%	+$13K	0.02%	136
2024 Q3	$525K	Sell	26,752 -436	-2%	-$8.59K	0.02%	138
2024 Q2	$556K	Sell	27,188 -27,160	-50%	-$522K	0.03%	130
2024 Q1	$1M	Hold	54,348	–	–	0.05%	98
2023 Q4	$906K	Hold	54,348	–	–	0.04%	102
2023 Q3	$892K	Hold	54,348	–	–	0.05%	92
2023 Q2	$804K	Hold	54,348	–	–	0.04%	100
2023 Q1	$701K	Hold	54,348	–	–	0.04%	105
2022 Q4	$718K	Hold	54,348	–	–	0.04%	106
2022 Q3	$629K	Buy	+54,348	New	+$776K	0.04%	109

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

Sand Hill Global Advisors's HTGC Position: Q2 2026 in Review

Sand Hill Global Advisors held its Hercules Capital (HTGC) position steady in Q2 2026 at 13,832 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #207.

Sand Hill Global Advisors first reported a position in HTGC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1M in Q1 2024. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Sand Hill Global Advisors held 13,832 shares of Hercules Capital worth $218K as of Q2 2026.
Sand Hill Global Advisors left its Hercules Capital share count unchanged in Q2 2026.
Hercules Capital made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #207 holding.
Sand Hill Global Advisors first reported a position in Hercules Capital in Q3 2022 and has held it in 16 quarters since.
Sand Hill Global Advisors's Hercules Capital position peaked at $1M in Q1 2024.
332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.