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Livermore
Livermore
ZHEN

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.

Q2 2025 vs. Q1 2025

How the institutions holding Heritage Commerce Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of HTBK: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1852175−8
Shares47.2M16.0K47.9M+714.6K (+1.5%)
Value$449.2M$151.9K$475.5M+$26.5M (+5.9%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Heritage Commerce Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to HTBK in Q2 2025
InstitutionSharesValue% of portfolio
HoldCo Asset Management, L.P.1,623,446$16.1M2.52%
Maltese Capital Management LLC190,000$1.89M0.26%
Marshall Wace, LLP72,969$724.6K0.00%
Fourthstone LLC61,100$606.7K0.12%
Susquehanna Portfolio Strategies, LLC47,923$475.9K0.01%
Campbell & CO Investment Adviser LLC39,160$388.9K0.02%
Brevan Howard Capital Management LP33,589$333.5K0.00%
Destination Wealth Management24,700$245.3K0.01%
Ieq Capital, LLC15,117$150.1K0.00%
Brandywine Global Investment Management, LLC12,370$122.8K0.00%
Icon Wealth Advisors, LLC12,138$120.5K0.01%
Inceptionr LLC11,442$113.6K0.03%
XTX Topco Ltd11,365$112.9K0.00%
Connor, Clark & Lunn Investment Management Ltd.10,759$106.8K0.00%
Clearstead Advisors, LLC1,046$10.4K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.959$10.0K0.00%
Larson Financial Group LLC944$9.37K0.00%
MAI Capital Management679$6.74K0.00%
Essential Partners LLC404$4.01K0.00%
CIBC Private Wealth Group, LLC318$3.16K0.00%
Skopos Labs, Inc.307$3.05K0.00%
IFP Advisors, Inc168$1.67K0.00%
Twin Peaks Wealth Advisors, LLC23$2280.00%

Sold out (31)

Institutions that held Heritage Commerce Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of HTBK in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Assenagon Asset Management S.A.198,872$1.89M
Atom Investors LP138,898$1.32M
Endeavour Capital Advisors Inc135,580$1.29M
Elizabeth Park Capital Advisors, Ltd.58,267$554.7K
Occudo Quantitative Strategies LP45,770$436.6K
Numerai GP LLC44,252$421.3K
ExodusPoint Capital Management, LP40,048$381.0K
Y-Intercept (Hong Kong) Ltd38,598$367.5K
Allianz Asset Management GmbH34,700$330.3K
Qube Research & Technologies Ltd34,393$327.4K
Mach-1 Financial Group, Inc.32,933$313.5K
Dynamic Technology Lab Private Ltd31,465$300.0K
Corebridge Financial, Inc.29,199$278.0K
Balyasny Asset Management LLC27,528$262.1K
LPL Financial LLC27,474$261.6K
Semanteon Capital Management, LP24,406$232.3K
SG Americas Securities, LLC16,601$158.0K
CIBC World Markets Corp13,225$125.9K
Two Sigma Securities, LLC12,935$123.1K
Aigen Investment Management, LP12,684$120.8K
Sherbrooke Park Advisers LLC12,462$118.6K
Point72 (DIFC) Ltd10,955$104.3K
Martingale Asset Management L P10,800$102.8K
Fiduciary Trust Co10,220$97.3K
Quarry LP3,014$28.7K
Riverview Trust Co2,203$21.0K
Clear Street Markets LLC1,067$10.2K
Coldstream Capital Management Inc533$5.08K
Simplex Trading, LLC453$4.00K
Stephens Consulting, LLC40$381
First Community Trust NA25$238

Not filed for Q2 2025 yet (2)

Institutions that held Heritage Commerce Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTBK in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
CAPROCK Group, Inc.14,542$138.4K
Lindbrook Capital, LLC1,413$13.5K