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Triad Investment Management’s Hercules Capital HTGC Stock Holding History

Triad Investment 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
Q2 		$1.97M Buy
125,009
+20,446
+20% +$318K 2.17% 22
2026
Q1 		$1.54M Buy
104,563
+500
+0.5% +$8.17K 1.82% 23
2025
Q4 		$1.96M Buy
+104,063
New +$1.88M 1.98% 21
2024
Q1 		$2.01M Buy
109,202
+2,970
+3% +$52.7K 2.44% 20
2023
Q4 		$1.77M Buy
106,232
+1,274
+1% +$20.2K 2.32% 21
2023
Q3 		$1.72M Hold
104,958
– – 2.52% 19
2023
Q2 		$1.55M Buy
104,958
+5,255
+5% +$72.1K 2.16% 20
2023
Q1 		$1.29M Buy
99,703
+8,824
+10% +$123K 1.87% 23
2022
Q4 		$1.2M Sell
90,879
-1,354
-1% -$18.4K 1.88% 22
2022
Q3 		$1.07M Buy
92,233
+27,852
+43% +$397K 1.85% 22
2022
Q2 		$868K Sell
64,381
-36,089
-36% -$564K 1.29% 31
2022
Q1 		$1.81M Buy
100,470
+1,300
+1% +$22.8K 1.72% 26
2021
Q4 		$1.65M Buy
+99,170
New +$1.68M 1.49% 27
2020
Q4 		$2.51M Sell
174,247
-1,524
-0.9% -$19.4K 2.79% 17
2020
Q3 		$2.03M Sell
175,771
-9,628
-5% -$107K 2.88% 15
2020
Q2 		$1.94M Buy
185,399
+20,982
+13% +$213K 2.63% 19
2020
Q1 		$1.26M Buy
+164,417
New +$2.15M 2.18% 23

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Triad Investment Management's HTGC Position: Q2 2026 in Review

Triad Investment Management increased its Hercules Capital (HTGC) stake by 20% in Q2 2026, buying an estimated $318K and bringing the position to 125,009 shares worth $1.97M. The position accounts for 2.17% of the portfolio, ranked #22.

Triad Investment Management first reported a position in HTGC in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.51M in Q4 2020. 132 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Triad Investment Management held 125,009 shares of Hercules Capital worth $1.97M as of Q2 2026.
  • Triad Investment Management bought 20,446 Hercules Capital shares in Q2 2026, an estimated $318K.
  • Hercules Capital made up 2.17% of Triad Investment Management's portfolio in Q2 2026, its #22 holding.
  • Triad Investment Management first reported a position in Hercules Capital in Q1 2020 and has held it in 17 quarters since.
  • Triad Investment Management's Hercules Capital position peaked at $2.51M in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.