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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

HTGC holding history

Hercules Capital, Inc. in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTGC overviewAll 13F holders of HTGCFull Q3 2026 holdings

Shares (Q3 2026)
1,712
Value
$29.0K
% of portfolio
<0.1%
Quarters held
5
Since Q3 2025
Holdings of HTGC by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20261,712$29.0K<0.1%+37+2.2%AddedHolders
Q2 20261,675$26.0K<0.1%−475−22.1%ReducedHolders
Q1 20262,150$32.0K<0.1%−2,944−57.8%ReducedHolders
Q4 20255,094$96.0K<0.1%−16,763−76.7%ReducedHolders
Q3 202521,857$413.0K<0.1%+21,857NewHolders