Triumph Capital Management’s Hercules Capital HTGC Stock Holding History

Triumph Capital 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	$1.46M	Buy	92,379 +10,517	+13%	+$164K	0.26%	87
2026 Q1	$1.21M	Buy	81,862 +72,257	+752%	+$1.18M	0.25%	96
2025 Q4	$181K	Buy	+9,605	New	+$173K	0.04%	321
2025 Q2	–	Sell	-13,158	Closed	-$253K	–	295
2025 Q1	$253K	Sell	13,158 -1,311	-9%	-$26.5K	0.08%	235
2024 Q4	$291K	Sell	14,469 -1,027	-7%	-$20K	0.1%	220
2024 Q3	$304K	Sell	15,496 -9,801	-39%	-$193K	0.11%	203
2024 Q2	$517K	Buy	+25,297	New	+$487K	0.2%	116

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 40.91% 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

Triumph Capital Management's HTGC Position: Q2 2026 in Review

Triumph Capital Management increased its Hercules Capital (HTGC) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 92,379 shares worth $1.46M. The position accounts for 0.26% of the portfolio, ranked #87.

Triumph Capital Management first reported a position in HTGC in Q2 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Triumph Capital Management held 92,379 shares of Hercules Capital worth $1.46M as of Q2 2026.
Triumph Capital Management bought 10,517 Hercules Capital shares in Q2 2026, an estimated $164K.
Hercules Capital made up 0.26% of Triumph Capital Management's portfolio in Q2 2026, its #87 holding.
Triumph Capital Management first reported a position in Hercules Capital in Q2 2024 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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