Skip to main content

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.

Q4 2023 vs. Q3 2023

How the institutions holding Heritage Commerce Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HTBK: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1471166+20
Shares44.4M637.0K44.7M+986.5K (+2.3%)
Value$375.6M$5.40M$443.2M+$73.1M (+19.7%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Heritage Commerce Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HTBK in Q4 2023
InstitutionSharesValue% of portfolio
AlTi Global, Inc.637,039$6.32M0.19%
Gsa Capital Partners LLP225,367$2.24M0.19%
Cubist Systematic Strategies, LLC80,424$797.8K0.01%
Susquehanna Portfolio Strategies, LLC52,253$518.4K0.01%
Occudo Quantitative Strategies LP64,873$477.2K0.06%
Connor, Clark & Lunn Investment Management Ltd.45,461$451.0K0.00%
ExodusPoint Capital Management, LP41,869$415.0K0.01%
Y-Intercept (Hong Kong) Ltd33,913$336.4K0.03%
Guardian Investment Management29,465$292.3K0.25%
Qube Research & Technologies Ltd27,972$277.5K0.00%
Elequin Capital LP26,344$261.3K0.08%
Walleye Capital LLC19,349$191.9K0.00%
Aigen Investment Management, LP18,616$184.7K0.03%
Prudential Financial Inc18,188$180.4K0.00%
Jacobs Levy Equity Management, Inc15,728$156.0K0.00%
Cambridge Investment Research Advisors, Inc.13,864$138.0K0.00%
Hilltop Holdings Inc.12,500$124.0K0.01%
State of Wisconsin Investment Board12,292$121.9K0.00%
Axq Capital, LP11,520$114.3K0.03%
Mariner, LLC11,339$112.5K0.00%
Atom Investors LP10,099$100.2K0.02%
Quantbot Technologies LP9,400$93.2K0.01%
EntryPoint Capital, LLC6,882$68.3K0.07%
Clear Street Markets LLC5,654$56.0K0.02%
GAMMA Investing LLC4,933$43.9K0.01%
Fortitude Family Office, LLC467$4.63K0.00%
Comerica Bank241$2.39K0.00%
Farther Finance Advisors, LLC65$6450.00%

Sold out (8)

Institutions that held Heritage Commerce Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of HTBK in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Cramer Rosenthal McGlynn LLC601,205$5.09M
Massachusetts Financial Services Co89,995$762.3K
Maltese Capital Management LLC80,000$677.6K
Squarepoint Ops LLC43,967$372.4K
Graham Capital Management, L.P.21,468$181.8K
Russell Investments Group, Ltd.13,100$111.0K
Lazard Asset Management LLC2,666$22.0K
Gladius Capital Management LP478$4.05K

Not filed for Q4 2023 yet (1)

Institutions that held Heritage Commerce Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTBK in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Tiedemann Advisors, LLC637,039$5.40M