HTGC

Hercules Capital INC

-$284.2M

Net Activity

Institutions Holding

353

Popularity Rank

#1660

Avg Weight

0.13%

Total Value

$784.4M

Ownership Trend

353 institutions currently hold HTGC, with 185 net buyers and 157 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

157

Net Buying Institutions

185

Key Holders

Key Holders

Top 5 by Value

SI
Sound Income Strategies, LLC
$49.2M
VE
Van Eck Associates CORP
$46.7M
UG
UBS Group AG
$36.8M
TS
Two Sigma Investments, LP
$34.3M
QR
Qube Research & Technologies Ltd
$33.0M

Top 5 by Conviction

M&
Muzinich & Co., Inc.
6.98%
MW
Melia Wealth LLC
5.72%
SI
Sound Income Strategies, LLC
2.38%
GH
Gilman Hill Asset Management, LLC
1.38%
AM
Ares Management LLC
0.76%
View all 353 holding institutions

Quarterly Activity

Recent Activity

+$568.9M

Total Buy Value

$539.0M

Total Sell Value

New buy54
Trim105
Add131
Sold out52

185

Net Buyers

157

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HERCULES CAPITAL INC (HTGC)?
Major stakeholders currently include Sound Income Strategies, LLC ($49.2M), Van Eck Associates CORP ($46.7M), UBS Group AG ($36.8M). Based on the latest 13F filings, there are a total of 353 tracked investment funds and institutions maintaining positions in HTGC.
What is the overall institutional sentiment toward HTGC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $284.2M, driven by 185 managers accumulating shares while 157 reduced their exposure.
Which institutions have been selling or reducing their HTGC positions?
In the latest period, 105 funds trimmed their holdings, and 52 managers completely exited their positions. The aggregate reported sell value was $539.0M.
Are there any notable investors adding HTGC to their portfolios?
Yes, buying activity remains notable. 54 institutions opened new positions in {ticker}, and 131 existing holders added to their shares. The total reported buy value for the quarter amounted to $568.9M.

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