Heritage Commerce Corp
HTBKDelisted Apr 20, 2026- Industry
- State Commercial Banks
- SEC CIK
- 0001053352
Heritage Commerce Corp was delisted on Apr 20, 2026; its insiders filed their last Form 4 on Apr 17, 2026; 195 institutions reported holding it in 13F filings for Q1 2026, worth $643.2M in total; no superinvestor held it.
Q3 2023 vs. Q2 2023
How the institutions holding Heritage Commerce Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 151 | 2 | 147 | −2 |
| Shares | 44.5M | 201.8K | 44.4M | +75.5K (+0.2%) |
| Value | $368.6M | $1.67M | $375.6M | +$8.68M (+2.4%) |
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Heritage Commerce Corp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| John W. Rosenthal Capital Management, Inc. | 220,000 | $1.86M | 2.51% |
| Prevail Innovative Wealth Advisors, LLC | 189,612 | $1.61M | 0.83% |
| Cerity Partners LLC | 106,304 | $900.4K | 0.00% |
| Alps Advisors Inc | 39,450 | $334.1K | 0.00% |
| Watershed Asset Management, L.L.C. | 29,300 | $248.2K | 0.30% |
| Jane Street Group, LLC | 12,777 | $108.2K | 0.00% |
| Aquatic Capital Management LLC | 4,000 | $34.0K | 0.00% |
| Simplex Trading, LLC | 436 | $3.00K | 0.00% |
| Global Retirement Partners, LLC | 23 | $193 | 0.00% |
Sold out (11)
Institutions that held Heritage Commerce Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Mount Capital Ltd | 194,633 | $1.61M |
| Wedge Capital Management L L P | 126,282 | $1.05M |
| Brandywine Global Investment Management, LLC | 84,448 | $699.2K |
| JCSD Capital, LLC | 66,083 | $547.2K |
| Numerai GP LLC | 49,366 | $408.8K |
| Franklin Resources Inc | 34,067 | $282.1K |
| Quadrature Capital Ltd | 13,013 | $108.0K |
| Diametric Capital, LP | 10,809 | $89.5K |
| Quarry LP | 1,841 | $15.2K |
| Quantbot Technologies LP | 1,229 | $10.2K |
| Bessemer Group Inc | 1,114 | $9.00K |
Not filed for Q3 2023 yet (2)
Institutions that held Heritage Commerce Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 102,667 | $850.1K |
| Aj Wealth Strategies, LLC | 99,086 | $820.4K |