Position in HTGC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,971,391
+$426,996 QoQ
Shares Held
125,009
+19.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#69
of 333 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTGC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Triad Investment Management holds $5,512,334 across 5 Asset Management names. HTGC ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTGC |
Hercules Capital, Inc.
This page
|
125,009 | $1,971,391 | |
| 2 | SLRC |
SLR Investment Corp.
|
152,053 | $1,880,895 | |
| 3 | OCSL |
Oaktree Specialty Lending Corp
|
88,563 | $1,057,442 | |
| 4 | ARCC |
Ares Capital Corp
|
19,474 | $360,853 | |
| 5 | TSLX |
Sixth Street Specialty Lending, Inc.
|
14,080 | $241,753 |
All Filings in HTGC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,391 | 125,009 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,544,395 | 104,563 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,958,465 | 104,063 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $2,014,776 | 109,202 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,770,887 | 106,232 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,723,410 | 104,958 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,553,378 | 104,958 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,285,171 | 99,703 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $1,201,420 | 90,879 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,068,058 | 92,233 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $868,499 | 64,381 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,815,492 | 100,470 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,645,230 | 99,170 | Shares | Sole | 2022-04-27 | |
| 2020-12-31 | $2,512,641 | 174,247 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,033,670 | 175,771 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,941,127 | 185,399 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,256,145 | 164,417 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||