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Triad Investment Management

Position in HTGC — Hercules Capital, Inc.

CIK 1615717 NEWPORT BEACH, CA

Position in HTGC

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$1,544,395
-$414,070 QoQ
Shares Held
104,563
+0.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in HTGC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Triad Investment Management holds $6,594,399 across 5 Asset Management names. HTGC ranks #3 (23.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 HTGC
Hercules Capital, Inc.
This page
104,563 $1,544,395

All Filings in HTGC

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,544,395 104,563
2025-12-31 $1,958,465 104,063
2024-03-31 $2,014,776 109,202
2023-12-31 $1,770,887 106,232
2023-09-30 $1,723,410 104,958
2023-06-30 $1,553,378 104,958
2023-03-31 $1,285,171 99,703
2022-12-31 $1,201,420 90,879
2022-09-30 $1,068,058 92,233
2022-06-30 $868,499 64,381
2022-03-31 $1,815,492 100,470
2021-12-31 $1,645,230 99,170
2020-12-31 $2,512,641 174,247
2020-09-30 $2,033,670 175,771
2020-06-30 $1,941,127 185,399
2020-03-31 $1,256,145 164,417