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 2022
Institutional positions in Firsthand Technology Value Fund, Inc. as of Dec 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
- 22
- +3 vs. Q3 2022
- Shares held
- 519.9K
- +47.4K (+10.0%) vs. Q3 2022
- Total value
- $483.4K
- −$135.6K (−21.9%) vs. Q3 2022
- New holders
- 7
- 4 more added
- Sold out
- 4
- 3 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Firsthand Technology Value Fund, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 180,752 | $165.1K | 0.00% | −23,300−11.4% | Reduced |
| Yakira Capital Management, Inc. | 99,309 | $94.0K | 0.02% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 59,347 | $56.2K | 0.11% | +59,347 | New |
| Advisor Group Holdings, Inc. | 42,451 | $40.0K | 0.00% | −4,480−9.5% | Reduced |
| Game Plan Financial Advisors, LLC | 37,300 | $35.3K | 0.03% | −10,056−21.2% | Reduced |
| Millennium Management LLC | 24,059 | $22.0K | 0.00% | +24,059 | New |
| Citadel Advisors LLC | 19,636 | $17.9K | 0.00% | +9,469+93.1% | Added |
| Shufro Rose & Co LLC | 13,708 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 12,062 | $11.4K | 0.01% | +1,903+18.7% | Added |
| Kennedy Investment Group | 11,000 | $10.4K | 0.01% | +11,000 | New |
| Morgan Stanley | 6,894 | $6.52K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,835 | $5.54K | 0.00% | +2,585+79.5% | Added |
| Royal Bank of Canada | 2,600 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,000 | $1.89K | 0.00% | +2,000 | New |
| Umb Bank N A | 1,555 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 756 | $715 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 443 | $405 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $71 | 0.00% | +75 | New |
| Plante Moran Financial Advisors, LLC | 20 | $19 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2 | $2 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 36 | $0 | 0.00% | +18+100.0% | Added |
| Simplex Trading, LLC | 100 | $0 | 0.00% | +100 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,178−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |