SEC 13F Intelligence

Triad Investment Management / HTGC

Triad Investment Management’s Hercules Capital Inc Position

Does Triad Investment Management own Hercules Capital Inc (HTGC)? Yes104.6K shares worth $2M (+1.82% of its 13F portfolio) as of Q1 2026, up from 104.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
104.6K
% of Portfolio
+1.82%
Quarters Held
14
currently held

Position History HTGC

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $3MQ1 ’22: $2MQ1 ’22Q2 ’22: $868,000Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026104.6K$2M+1.82%
Q4 2025104.1K$2M+1.98%
Q1 2024109.2K$2M+2.44%
Q4 2023106.2K$2M+2.32%
Q3 2023105.0K$2M+2.52%
Q2 2023105.0K$2M+2.16%
Q4 202290.9K$1M+1.88%
Q3 202292.2K$1M+1.85%
Q2 202264.4K$868,000+1.29%
Q1 2022100.5K$2M+1.72%
Q4 2020174.2K$3M+2.79%
Q3 2020175.8K$2M+2.88%
Q2 2020185.4K$2M+2.63%
Q1 2020164.4K$1M+2.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triad Investment Management’s full portfolio or all institutional holders of HTGC.