HTGC

Hercules Capital Inc

Latest period2024 - Q4Total superinvestors35

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 35 superinvestors own shares of Hercules Capital Inc (HTGC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Hercules Capital Inc (HTGC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Hercules Capital Inc (HTGC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Hercules Capital Inc (HTGC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 0.45%
0.11%
$7.678M
382,163 shares@ 20.1 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 17.6%
0.21%
$3.313M
164,903 shares@ 20.1 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Increased 7.09%
0.16%
$865,417
43,077 shares@ 20.1 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 90.4%
0.01%
$406,401
20,229 shares@ 20.1 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 2.06%
0.04%
$383,402
19,084 shares@ 20.1 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 2.36%
0.02%
$234,810
11,688 shares@ 20.09 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 1.93%
0.01%
$214,489
10,676 shares@ 20.1 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 1.42%
0.01%
$109,615
5,456 shares@ 20.1 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Increased 2.15%
0.02%
$55,442
2,756 shares@ 20.12 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 177.24%
0.01%
$36,207
1,802 shares@ 20.1 avg price