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SharpePoint’s Hercules Capital HTGC Stock Holding History

SharpePoint’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 		$2.33M Buy
147,847
+5,359
+4% +$83.3K 1.17% 33
2026
Q1 		$2.1M Buy
142,488
+41,867
+42% +$684K 1.25% 34
2025
Q4 		$1.89M Buy
100,621
+12,285
+14% +$222K 1.13% 33
2025
Q3 		$1.67M Buy
88,336
+1,879
+2% +$36K 1.51% 30
2025
Q2 		$1.58M Buy
86,457
+10,761
+14% +$191K 1.63% 29
2025
Q1 		$1.37M Buy
75,696
+10,571
+16% +$213K 1.2% 37
2024
Q4 		$1.31M Buy
+65,125
New +$1.27M 1.18% 29

Other funds holding HTGC

VanEck Associates
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SharpePoint's HTGC Position: Q2 2026 in Review

SharpePoint increased its Hercules Capital (HTGC) stake by 3.8% in Q2 2026, buying an estimated $83.3K and bringing the position to 147,847 shares worth $2.33M. The position accounts for 1.17% of the portfolio, ranked #33.

SharpePoint first reported a position in HTGC in Q4 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • SharpePoint held 147,847 shares of Hercules Capital worth $2.33M as of Q2 2026.
  • SharpePoint bought 5,359 Hercules Capital shares in Q2 2026, an estimated $83.3K.
  • Hercules Capital made up 1.17% of SharpePoint's portfolio in Q2 2026, its #33 holding.
  • SharpePoint first reported a position in Hercules Capital in Q4 2024 and has held it in 7 quarters since.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on SharpePoint's 13F filing for Q2 2026, filed 29 Jul 2026.