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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 2024 vs. Q2 2024

How the institutions holding Heritage Commerce Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of HTBK: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1543161+10
Shares47.9M8.31M47.0M+7.44M (+18.8%)
Value$416.6M$72.3M$464.1M+$119.8M (+34.8%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 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 Q3 2024 but not at the end of Q2 2024.

Institutions new to HTBK in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.8,230,844$81.3M0.00%
Wellington Management Group LLP2,033,715$20.1M0.00%
Ategra Capital Management, LLC847,801$8.38M6.09%
SummerHaven Investment Management, LLC88,718$876.5K0.54%
Alps Advisors Inc70,237$693.9K0.00%
Allianz Asset Management GmbH38,900$384.3K0.00%
LPL Financial LLC31,123$307.5K0.00%
Dynamic Technology Lab Private Ltd28,448$281.0K0.03%
Occudo Quantitative Strategies LP21,340$210.8K0.04%
Acadian Asset Management LLC15,922$157.0K0.00%
Verition Fund Management LLC13,501$133.4K0.00%
Inceptionr LLC12,946$127.9K0.03%
Intech Investment Management LLC11,791$116.5K0.00%
ProShare Advisors LLC11,262$111.3K0.00%
Man Group plc11,069$109.4K0.00%
Point72 Asset Management, L.P.10,837$107.1K0.00%
NorthCrest Asset Manangement, LLC10,093$99.7K0.00%
One Wealth Advisors, LLC10,045$99.2K0.02%
nVerses Capital, LLC7,400$73.1K0.03%
Riverview Trust Co2,203$21.8K0.02%
Meeder Asset Management Inc1,319$13.0K0.00%
Capital Performance Advisors LLP772$7.63K0.00%
Quarry LP476$4.70K0.00%
Sterling Capital Management LLC207$2.04K0.00%
Simplex Trading, LLC244$2.00K0.00%
Versant Capital Management, Inc190$1.88K0.00%
Bessemer Group Inc80$1.00K0.00%
Bruce G. Allen Investments, LLC33$3260.00%

Sold out (18)

Institutions that held Heritage Commerce Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (3)

Institutions that held Heritage Commerce Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTBK in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.8,278,426$72.0M
Buckingham Strategic Wealth, LLC15,795$137.4K
Susquehanna Fundamental Investments, LLC13,118$114.1K