Firsthand Technology Value Fund, Inc.
SVVC- Exchange
- OTC
- SEC CIK
- 0001495584
No open-market purchases or sales by Firsthand Technology Value Fund, Inc. insiders were filed in the last 90 days; 2 institutions reported holding it in 13F filings for Q2 2026, worth $34 in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Firsthand Technology Value Fund, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 23
- +2 vs. Q2 2021
- Shares held
- 445.5K
- +87.9K (+24.6%) vs. Q2 2021
- Total value
- $2.12M
- +$79.0K (+3.9%) vs. Q2 2021
- New holders
- 3
- 5 more added
- Sold out
- 1
- 2 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SVVC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2 | $34 |
| Q1 2026 | 2 | $42 |
| Q4 2025 | 2 | $49 |
| Q3 2025 | 2 | $126 |
| Q2 2025 | 2 | $408 |
| Q1 2025 | 2 | $412 |
| Q4 2024 | 2 | $433 |
| Q3 2024 | 2 | $522 |
| Q2 2024 | 2 | $504 |
| Q1 2024 | 3 | $1.94K |
| Q4 2023 | 2 | $2.50K |
| Q3 2023 | 20 | $167.7K |
| Q2 2023 | 19 | $246.3K |
| Q1 2023 | 20 | $394.3K |
| Q4 2022 | 22 | $483.4K |
| Q3 2022 | 19 | $619.0K |
| Q2 2022 | 20 | $1.01M |
| Q1 2022 | 23 | $1.75M |
| Q4 2021 | 21 | $2.63M |
| Q3 2021 | 23 | $2.12M |
| Q2 2021 | 21 | $2.04M |
| Q1 2021 | 23 | $2.19M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Firsthand Technology Value Fund, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 97,272 | $471.0K | 0.02% | −193−0.2% | Reduced |
| Yakira Capital Management, Inc. | 84,909 | $402.0K | 0.06% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 68,316 | $323.0K | 0.19% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 57,949 | $275.0K | 0.00% | +57,949 | New |
| Advisor Group Holdings, Inc. | 48,687 | $230.0K | 0.00% | +695+1.4% | Added |
| Citadel Advisors LLC | 29,283 | $139.0K | 0.00% | +29,283 | New |
| Independent Advisor Alliance | 24,100 | $114.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8,571 | $41.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 4,186 | $20.0K | 0.00% | +3,875+1,246.0% | Added |
| Group One Trading, L.P. | 3,790 | $18.0K | 0.00% | −31−0.8% | Reduced |
| Royal Bank of Canada | 2,600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,064 | $10.0K | 0.00% | +40+2.0% | Added |
| McCarthy Asset Management, Inc. | 850 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 874 | $4.00K | 0.00% | +90+11.5% | Added |
| Simplex Trading, LLC | 402 | $2.00K | 0.00% | +299+290.3% | Added |
| Boston Private Wealth LLC | 372 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 46 | $0 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 86 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 47 | $0 | 0.00% | +47 | New |
| Wells Fargo & Company | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |