HTGC HERCULES TECHNOLOGY GROW

Ownership history in Muzinich & Co., Inc.  ·  45 quarters on record

This page tracks every 13F SEC filing in which Muzinich & Co., Inc. reported a position in HERCULES TECHNOLOGY GROW (HTGC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.9% (2025 Q4)
Avg. % of fund
4.3%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,335,787 +342,967 +34.5% 7.90% $25.1M $18.23
2025 Q3 ADDED 992,820 +254,651 +34.5% 7.25% $18.8M $17.84
2025 Q2 ADDED 738,169 +227,798 +44.6% 5.86% $13.5M $16.83
2025 Q1 ADDED 510,371 +60,375 +13.4% 5.57% $9.8M $17.22
2024 Q4 ADDED 449,996 +41,634 +10.2% 5.66% $9.0M $17.61
2024 Q3 ADDED 408,362 +36,886 +9.9% 5.66% $8.0M $16.87
2024 Q2 REDUCED 371,476 -6,816 -1.8% 5.80% $7.6M $17.11
2024 Q1 UNCHANGED 378,292 0% 4.19% $6.3M $15.06
2023 Q4 ADDED 378,292 +6,914 +1.9% 4.19% $6.3M $13.26
2023 Q3 REDUCED 371,378 -4,371 -1.2% 4.23% $6.1M $12.67
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HTGC price (monthly, adj. close)
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