Virtus Investment Advisers’s Horizon Technology Finance HRZN Stock Holding History

Virtus Investment Advisers’s Portfolio HRZN Stock Details HRZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Buy	252,455 +108,487	+75%	+$469K	0.28%	178
2026 Q1	$606K	Sell	143,968 -23,556	-14%	-$136K	0.17%	195
2025 Q4	$1.08M	Sell	167,524 -43,751	-21%	-$280K	0.29%	130
2025 Q3	$1.29M	Buy	211,275 +33,507	+19%	+$244K	0.37%	132
2025 Q2	$1.28M	Buy	177,768 +36,226	+26%	+$282K	0.43%	127
2025 Q1	$1.33M	Buy	+141,542	New	+$1.33M	0.36%	74

Other funds holding HRZN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Virtus Investment Advisers's HRZN Position: Q2 2026 in Review

Virtus Investment Advisers increased its Horizon Technology Finance (HRZN) stake by 75% in Q2 2026, buying an estimated $469K and bringing the position to 252,455 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #178.

Virtus Investment Advisers first reported a position in HRZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q1 2025. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

Virtus Investment Advisers held 252,455 shares of Horizon Technology Finance worth $1.19M as of Q2 2026.
Virtus Investment Advisers bought 108,487 Horizon Technology Finance shares in Q2 2026, an estimated $469K.
Horizon Technology Finance made up 0.28% of Virtus Investment Advisers's portfolio in Q2 2026, its #178 holding.
Virtus Investment Advisers first reported a position in Horizon Technology Finance in Q1 2025 and has held it in 6 quarters since.
Virtus Investment Advisers's Horizon Technology Finance position peaked at $1.33M in Q1 2025.
107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.