HTBK HERITAGE COMMERCE CORP COM COM

Ownership history in KENNEDY CAPITAL MANAGEMENT LLC  ·  51 quarters on record

AI Ownership Summary

KENNEDY CAPITAL MANAGEMENT LLC reported HERITAGE COMMERCE CORP COM COM (HTBK) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows HTBK at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KENNEDY CAPITAL MANAGEMENT LLC's position in HERITAGE COMMERCE CORP COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HTBK was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KENNEDY CAPITAL MANAGEMENT LLC held HTBK — position size vs. price
% of Fund (quarterly)    HTBK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,003,248 +166,908 +20.0% 0.26% $12.0M 2026-02-14 (Est.) $13.16
2025 Q3 REDUCED 836,340 -32,592 -3.8% 0.18% $8.3M 2025-11-13 $10.35
2025 Q2 REDUCED 868,932 -18,958 -2.1% 0.21% $8.6M 2025-08-13 $9.64
2025 Q1 ADDED 887,890 +305,318 +52.4% 0.20% $8.5M 2025-05-13 $9.08
2024 Q4 REDUCED 582,572 -2,603 -0.4% 0.12% $5.5M 2025-02-13 $9.97
2024 Q3 REDUCED 585,175 -347,519 -37.3% 0.13% $5.8M 2024-11-14 $9.91
2024 Q2 ADDED 932,694 +123,812 +15.3% 0.17% $8.1M 2024-08-14 $8.71
2024 Q1 REDUCED 808,882 -88,368 -9.8% 0.14% $6.9M 2024-05-15 $7.63
2023 Q4 REDUCED 897,250 -172,450 -16.1% 0.19% $8.9M 2024-02-14 $7.26
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KENNEDY CAPITAL MANAGEMENT LLC and HTBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has KENNEDY CAPITAL MANAGEMENT LLC reported owning HTBK?

KENNEDY CAPITAL MANAGEMENT LLC reported HTBK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HTBK position in KENNEDY CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for HTBK was 0.26% in 2025 Q4.

What is the latest reported HTBK position on this page?

The most recent filing on this page is 2025 Q4, when KENNEDY CAPITAL MANAGEMENT LLC reported 1,003,248 shares, equal to 0.26% of portfolio, with an estimated market value of $12.0M.

What does the chart on this HTBK ownership page compare?

The chart compares KENNEDY CAPITAL MANAGEMENT LLC's quarterly HTBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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