HTGC — HERCULES TECH GROWTH CAP INC COM

Ownership history in STEPHENS INC /AR/  ·  38 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in HERCULES TECH GROWTH CAP INC COM (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
0.1% (2014 Q2)
Avg. % of fund
0.03%
First filed
2012 Q3
Last filed
2025 Q3
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 12,453 — 0% 0.00% $235K $17.84
2025 Q2 UNCHANGED 12,453 — 0% 0.00% $228K $16.83
2025 Q1 ADDED 12,453 +403 +3.3% 0.00% $239K $17.22
2024 Q4 REDUCED 12,050 -14,100 -53.9% 0.00% $242K $17.61
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HTGC price (monthly, adj. close)

Other funds also holding HTGC

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 7.9% Melia Wealth LLC 6.98% Sound Income Strategies, LLC 3Y 7Y 2.42% Left Brain Wealth Management, LLC 3Y 1.93% Gilman Hill Asset Management, LLC 3Y 7Y 1.72% SMH CAPITAL ADVISORS INC 3Y 7Y 1.57% Taylor Frigon Capital Management LLC 3Y 7Y 1.56% SAGE ADVISORS, LLC 1.5% S&T BANK/PA 3Y 7Y 1.18% Creegan & Nassoura Financial Group, LLC 3Y 7Y 0.96%
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