HTBK β€” HERITAGE COMM CORP

Ownership history in Versor Investments LP  Β·  4 quarters on record

AI Ownership Summary

Versor Investments LP reported HERITAGE COMM CORP (HTBK) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q4. The latest visible filing shows HTBK at 1.39% 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.

What this HTBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Versor Investments LP's position in HERITAGE COMM CORP, 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 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% 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
2025 Q1 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 Versor Investments LP held HTBK β€” position size vs. price
% of Fund (quarterly)    HTBK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 740,090 +666,390 +904.2% 1.39% $8.9M 2026-02-14 (Est.) $13.16
2025 Q3 ADDED 73,700 +14,700 +24.9% 0.13% $732K 2025-11-06 $10.26
2025 Q2 REDUCED 59,000 -15,500 -20.8% 0.10% $586K 2025-08-05 $8.90
2025 Q1 INITIATED 74,500 β€” β€” 0.12% $709K 2025-05-13 $9.08

FAQ About Versor Investments LP and HTBK

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

How long has Versor Investments LP reported owning HTBK?

Versor Investments LP reported HTBK across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported HTBK position in Versor Investments LP's portfolio?

The largest reported portfolio weight for HTBK was 1.39% in 2025 Q4.

What is the latest reported HTBK position on this page?

The most recent filing on this page is 2025 Q4, when Versor Investments LP reported 740,090 shares, equal to 1.39% of portfolio, with an estimated market value of $8.9M.

What does the chart on this HTBK ownership page compare?

The chart compares Versor Investments LP'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.

← Back to Versor Investments LP Holdings