TriplePoint Venture Growth BDC Corp.
TPVG- Exchange
- NYSE
- SEC CIK
- 0001580345
In the last 90 days, TriplePoint Venture Growth BDC Corp. insiders filed 1 open-market purchase and 1 sale; 62 institutions reported holding it in 13F filings for Q2 2026, worth $14.1M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in TriplePoint Venture Growth BDC Corp. 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
- 77
- −2 vs. Q3 2021
- Shares held
- 7.04M
- −426.9K (−5.7%) vs. Q3 2021
- Total value
- $126.5M
- +$6.81M (+5.7%) vs. Q3 2021
- New holders
- 13
- 23 more added
- Sold out
- 15
- 26 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TPVG 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 | 62 | $14.1M |
| Q1 2026 | 73 | $18.8M |
| Q4 2025 | 75 | $29.2M |
| Q3 2025 | 75 | $24.4M |
| Q2 2025 | 66 | $25.8M |
| Q1 2025 | 72 | $30.4M |
| Q4 2024 | 84 | $37.5M |
| Q3 2024 | 83 | $40.2M |
| Q2 2024 | 84 | $53.7M |
| Q1 2024 | 86 | $48.1M |
| Q4 2023 | 86 | $53.2M |
| Q3 2023 | 83 | $51.0M |
| Q2 2023 | 80 | $54.2M |
| Q1 2023 | 77 | $67.7M |
| Q4 2022 | 94 | $62.9M |
| Q3 2022 | 89 | $80.4M |
| Q2 2022 | 95 | $87.8M |
| Q1 2022 | 79 | $107.8M |
| Q4 2021 | 77 | $126.5M |
| Q3 2021 | 79 | $119.7M |
| Q2 2021 | 75 | $111.4M |
| Q1 2021 | 74 | $112.9M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding TriplePoint Venture Growth BDC Corp.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 138 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $4.00K | 0.00% | −900−81.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 398 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 482 | $8.00K | 0.00% | +482 | New |
| American Portfolios Advisors | 505 | $9.07K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 585 | $10.0K | 0.00% | +585 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $13.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,075 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,170 | $21.0K | 0.00% | +1,170 | New |
| Cedar Wealth Management, LLC | 1,750 | $31.0K | 0.01% | +1,750 | New |
| Rockefeller Capital Management L.P. | 1,900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2,000 | $36.0K | 0.02% | +2,000 | New |
| Bank of America Corp | 2,150 | $39.0K | 0.00% | −4,768−68.9% | Reduced |
| JPMorgan Chase & Co | 2,300 | $41.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,335 | $60.0K | 0.03% | +265+8.6% | Added |
| Group One Trading, L.P. | 3,654 | $66.0K | 0.00% | +3,654 | New |
| Tradition Wealth Management, LLC | 5,224 | $94.0K | 0.01% | +494+10.4% | Added |
| Geneos Wealth Management Inc. | 5,841 | $104.0K | 0.00% | +2,943+101.6% | Added |
| The PNC Financial Services Group, Inc. | 9,470 | $170.0K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 10,000 | $180.0K | 0.01% | +10,000 | New |
| Fisher Asset Management, LLC | 10,637 | $191.0K | 0.00% | +10,637 | New |
| Great West Life Assurance Co | 11,241 | $201.0K | 0.00% | −387−3.3% | Reduced |
| MML Investors Services, LLC | 11,531 | $207.0K | 0.00% | +11,531 | New |
| Kestra Advisory Services, LLC | 11,665 | $210.0K | 0.00% | +350+3.1% | Added |
| Envestnet Asset Management Inc | 12,785 | $230.0K | 0.00% | +12,785 | New |
| Sargent Investment Group, LLC | 13,500 | $242.0K | 0.06% | −2,000−12.9% | Reduced |
| CAPROCK Group, Inc. | 14,000 | $251.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,163 | $272.0K | 0.00% | −13−0.1% | Reduced |
| Cetera Advisors LLC | 15,685 | $282.0K | 0.01% | −1,015−6.1% | Reduced |
| Advisory Services Network, LLC | 16,199 | $291.0K | 0.01% | −4,116−20.3% | Reduced |
| TownSquare Capital, LLC | 16,420 | $295.0K | 0.01% | −8,939−35.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 17,000 | $305.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 17,880 | $321.0K | 0.19% | +4,232+31.0% | Added |
| Capital Financial Services, LLC | 18,900 | $339.0K | 0.37% | −1,000−5.0% | Reduced |
| Kovack Advisors, Inc. | 19,594 | $352.0K | 0.03% | +2,644+15.6% | Added |
| Zeke Capital Advisors, LLC | 21,395 | $384.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,546 | $387.0K | 0.00% | −52−0.2% | Reduced |
| IHT Wealth Management, LLC | 21,532 | $387.0K | 0.03% | +1,932+9.9% | Added |
| Raymond James & Associates | 24,130 | $433.0K | 0.00% | +3,176+15.2% | Added |
| Virtus ETF Advisers LLC | 26,707 | $480.0K | 0.18% | −18,520−40.9% | Reduced |
| Cetera Advisor Networks LLC | 33,087 | $594.0K | 0.01% | +201+0.6% | Added |
| HighTower Advisors, LLC | 34,840 | $628.0K | 0.00% | −23,482−40.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 36,640 | $658.0K | 0.29% | +4,011+12.3% | Added |
| Advisor Group Holdings, Inc. | 38,181 | $686.0K | 0.00% | −1,944−4.8% | Reduced |
| Invesco Ltd. | 39,317 | $706.0K | 0.00% | +39,317 | New |
| GraniteShares Advisors LLC | 39,910 | $716.0K | 0.33% | +39,910 | New |
| Two Sigma Advisers, LP | 41,392 | $743.0K | 0.00% | −108,100−72.3% | Reduced |
| LPL Financial LLC | 41,911 | $753.0K | 0.00% | −68−0.2% | Reduced |
| B. Riley Wealth Management, Inc. | 46,560 | $836.0K | 0.06% | +805+1.8% | Added |
| McKinley Capital Management LLC /Delaware | 48,023 | $862.0K | 0.08% | +48,023 | New |
| UBS Group AG | 52,139 | $936.0K | 0.00% | −814−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 54,343 | $976.0K | 0.00% | −49,174−47.5% | Reduced |
| Essex Investment Management Co LLC | 55,728 | $1.00M | 0.11% | +865+1.6% | Added |
| Bramshill Investments, LLC | 60,835 | $1.09M | 0.11% | −126−0.2% | Reduced |
| Two Sigma Investments, LP | 62,107 | $1.11M | 0.00% | −63,998−50.7% | Reduced |
| Texas Yale Capital Corp. | 64,800 | $1.16M | 0.06% | +6,099+10.4% | Added |
| Claybrook Capital, LLC | 75,818 | $1.36M | 0.64% | +20,882+38.0% | Added |
| International Assets Investment Management, LLC | 78,860 | $1.42M | 0.25% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 79,187 | $1.42M | 0.59% | +3,247+4.3% | Added |
| Delphi Management Inc | 83,839 | $1.51M | 1.42% | +18,425+28.2% | Added |
| Ameriprise Financial Inc | 94,470 | $1.70M | 0.00% | +60,445+177.6% | Added |
| Confluence Investment Management LLC | 109,815 | $1.97M | 0.03% | −120−0.1% | Reduced |
| Alliancebernstein L.P. | 122,837 | $2.21M | 0.00% | −84,277−40.7% | Reduced |
| Neuberger Berman Group LLC | 139,299 | $2.50M | 0.00% | −64,570−31.7% | Reduced |
| Wells Fargo & Company | 169,815 | $3.05M | 0.00% | −9,114−5.1% | Reduced |
| Morgan Stanley | 176,003 | $3.16M | 0.00% | −22,642−11.4% | Reduced |
| Legal & General Group Plc | 187,063 | $3.35M | 0.00% | +2,246+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 202,728 | $3.64M | 0.18% | +45,576+29.0% | Added |
| Baird Financial Group, Inc. | 207,593 | $3.73M | 0.01% | −2,676−1.3% | Reduced |
| BlackRock Inc. | 246,552 | $4.43M | 0.00% | +20,343+9.0% | Added |
| Advisors Asset Management, Inc. | 299,117 | $5.37M | 0.08% | +17,255+6.1% | Added |
| Sound Income Strategies, LLC | 376,517 | $6.76M | 0.80% | +16,666+4.6% | Added |
| Van Eck Associates Corp | 473,255 | $8.50M | 0.02% | +34,724+7.9% | Added |
| Clearbridge Investments, LLC | 979,259 | $17.6M | 0.01% | −148,091−13.1% | Reduced |
| Goldman Sachs Group Inc | 1,794,007 | $32.2M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −48,659−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −47,561−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −45,574−100.0% | Sold out |
| Ares Management LLC | 0 | $0 | 0.00% | −38,305−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −21,055−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −10,773−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |