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, Q4 2021
Institutional positions in Firsthand Technology Value Fund, Inc. as of Dec 31, 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
- 21
- −2 vs. Q3 2021
- Shares held
- 531.4K
- +86.0K (+19.3%) vs. Q3 2021
- Total value
- $2.13M
- +$11.0K (+0.5%) vs. Q3 2021
- New holders
- 2
- 3 more added
- Sold out
- 4
- 5 more reduced
Compare with Q3 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 | $394.2K |
| Q4 2022 | 22 | $483.4K |
| Q3 2022 | 19 | $619.0K |
| Q2 2022 | 20 | $1.01M |
| Q1 2022 | 23 | $1.75M |
| Q4 2021 | 21 | $2.13M |
| Q3 2021 | 23 | $2.12M |
| Q2 2021 | 21 | $2.04M |
| Q1 2021 | 23 | $2.19M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Firsthand Technology Value Fund, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 231 | $0 | 0.00% | −171−42.5% | Reduced |
| 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 |
| Rockefeller Capital Management L.P. | 73 | $0 | 0.00% | +73 | New |
| Boston Private Wealth LLC | 372 | $1.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 850 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 874 | $4.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,348 | $5.00K | 0.00% | −2,442−64.4% | Reduced |
| Morgan Stanley | 2,021 | $8.00K | 0.00% | −43−2.1% | Reduced |
| Royal Bank of Canada | 2,600 | $11.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,099 | $17.0K | 0.00% | −87−2.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8,571 | $34.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 24,100 | $97.0K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 44,816 | $180.0K | 0.10% | −23,500−34.4% | Reduced |
| Advisor Group Holdings, Inc. | 48,729 | $195.0K | 0.00% | +42+0.1% | Added |
| Eschler Asset Management LLP | 59,347 | $238.0K | 0.30% | +59,347 | New |
| Yakira Capital Management, Inc. | 84,909 | $340.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 112,272 | $450.0K | 0.02% | +15,000+15.4% | Added |
| Susquehanna International Group, LLP | 125,070 | $502.0K | 0.00% | +67,121+115.8% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,283−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |