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, Q1 2022
Institutional positions in Firsthand Technology Value Fund, Inc. as of Mar 31, 2022. 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
- +3 vs. Q4 2021
- Shares held
- 505.0K
- −26.4K (−5.0%) vs. Q4 2021
- Total value
- $1.75M
- −$377.0K (−17.7%) vs. Q4 2021
- New holders
- 7
- 1 more added
- Sold out
- 4
- 6 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Firsthand Technology Value Fund, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2 | $0 | 0.00% | +2 | New |
| Creative Planning | 86 | $0 | 0.00% | +86 | New |
| Boston Private Wealth LLC | 372 | $1.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 443 | $2.00K | 0.00% | −905−67.1% | Reduced |
| Bank of America Corp | 756 | $3.00K | 0.00% | −118−13.5% | Reduced |
| McCarthy Asset Management, Inc. | 850 | $3.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,259 | $4.00K | 0.00% | −2,840−69.3% | Reduced |
| Umb Bank N A | 1,555 | $5.00K | 0.00% | +1,555 | New |
| Morgan Stanley | 2,021 | $7.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,708 | $61.0K | 0.00% | +17,708 | New |
| Atria Wealth Solutions, Inc. | 22,797 | $79.0K | 0.00% | +22,797 | New |
| Independent Advisor Alliance | 24,100 | $84.0K | 0.00% | 00.0% | Unchanged |
| Difesa Capital Management, LP | 25,000 | $87.0K | 0.06% | +25,000 | New |
| Marquette Asset Management, LLC | 28,326 | $98.0K | 0.02% | +28,326 | New |
| Game Plan Financial Advisors, LLC | 44,356 | $154.0K | 0.09% | −460−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 47,677 | $165.0K | 0.00% | −1,052−2.2% | Reduced |
| Eschler Asset Management LLP | 59,347 | $206.0K | 0.19% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 99,309 | $345.0K | 0.05% | +14,400+17.0% | Added |
| Susquehanna International Group, LLP | 115,345 | $400.0K | 0.00% | −9,725−7.8% | Reduced |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −112,272−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −8,571−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |