HERCULES CAPITAL INC (HTGC) Institutional Ownership Changes & 13F Activity

HERCULES CAPITAL INC (HTGC) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Dodge & Cox Stock Fund, and Miller Value Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-2,53410,667$157,552
Q4 2025Sequoia Financial AdvisorsSell-10,50213,201$248,444
Q2 2022Dodge & Cox Stock FundBuy20,00020,000$270
Q4 2016Sequoia Financial AdvisorsBuy6,38623,703$334
Q3 2016Sequoia Financial AdvisorsSell-2,31217,317$235
Q2 2016Sequoia Financial AdvisorsBuy19,62919,629$244
Q3 2014Miller Value PartnersBuy17,00068,600$992
Q2 2014Miller Value PartnersBuy51,60051,600$834

Frequently asked questions about HTGC activity

  • Which institutional owners are buying HTGC?

    Institutional owners buying HTGC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HTGC activity?

    "Buy" means an investor increased their reported position in HTGC compared to the prior reporting period. This reflects growing exposure to HERCULES CAPITAL INC (HTGC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HTGC increasing?

    Institutional interest in HTGC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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