Virtus Investment Advisers’s TriplePoint Venture Growth BDC TPVG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Sell	68,513 -1,069	-2%	-$6.1K	0.09%	261
2025 Q4	$455K	Sell	69,582 -210,793	-75%	-$1.26M	0.12%	236
2025 Q3	$1.62M	Buy	280,375 +42,472	+18%	+$283K	0.46%	122
2025 Q2	$1.67M	Sell	237,903 -137	-0.1%	-$898	0.56%	33
2025 Q1	$1.66M	Buy	+238,040	New	+$1.82M	0.45%	13

Other funds holding TPVG

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Virtus Investment Advisers's TPVG Position: Q1 2026 in Review

Virtus Investment Advisers reduced its TriplePoint Venture Growth BDC (TPVG) stake by 1.5% in Q1 2026, selling an estimated $6.1K and leaving 68,513 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #261.

Virtus Investment Advisers first reported a position in TPVG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q2 2025. 73 funds tracked by Wall St. Rank hold TPVG as of Q1 2026.

Virtus Investment Advisers held 68,513 shares of TriplePoint Venture Growth BDC worth $342K as of Q1 2026.
Virtus Investment Advisers sold 1,069 TriplePoint Venture Growth BDC shares in Q1 2026, an estimated $6.1K.
TriplePoint Venture Growth BDC made up 0.09% of Virtus Investment Advisers's portfolio in Q1 2026, its #261 holding.
Virtus Investment Advisers first reported a position in TriplePoint Venture Growth BDC in Q1 2025 and has held it in 5 quarters since.
Virtus Investment Advisers's TriplePoint Venture Growth BDC position peaked at $1.67M in Q2 2025.
73 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.