Smartleaf Asset Management’s Hercules Capital HTGC Stock Holding History

Smartleaf Asset Management’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 Q3	$2.6K	Buy	+153	New	+$2.57K	﹤0.01%	2959

Other funds holding HTGC

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Smartleaf Asset Management's HTGC Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Hercules Capital (HTGC) in Q3 2026: 153 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #2959 among its holdings.

288 funds tracked by Wall St. Rank hold HTGC as of Q3 2026.

Smartleaf Asset Management held 153 shares of Hercules Capital worth $2.6K as of Q3 2026.
Hercules Capital was a new Smartleaf Asset Management position in Q3 2026.
Hercules Capital made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2959 holding.
288 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.