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, Q1 2023
Institutional positions in TriplePoint Venture Growth BDC Corp. as of Mar 31, 2023. 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
- −15 vs. Q4 2022
- Shares held
- 5.61M
- −314.7K (−5.3%) vs. Q4 2022
- Total value
- $67.7M
- +$5.95M (+9.6%) vs. Q4 2022
- New holders
- 7
- 31 more added
- Sold out
- 22
- 19 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding TriplePoint Venture Growth BDC Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $12 | 0.00% | +1 | New |
| Delta Asset Management LLC | 113 | $1.36K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 189 | $2.28K | 0.00% | +189 | New |
| Essex Investment Management Co LLC | 191 | $2.31K | 0.00% | +191 | New |
| TCI Wealth Advisors, Inc. | 207 | $2.50K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 293 | $3.54K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 398 | $4.81K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 455 | $5.00K | 0.00% | −2,328−83.7% | Reduced |
| PSI Advisors, LLC | 475 | $5.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 500 | $6.04K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 650 | $7.85K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $12.1K | 0.01% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,315 | $15.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,350 | $16.3K | 0.00% | +100+8.0% | Added |
| Tompkins Financial Corp | 1,450 | $17.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,683 | $20.3K | 0.00% | +1,683 | New |
| JPMorgan Chase & Co | 2,300 | $28.0K | 0.00% | −10.0% | Reduced |
| Farmers & Merchants Investments Inc | 2,333 | $28.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,385 | $28.8K | 0.00% | −384−13.9% | Reduced |
| Belpointe Asset Management LLC | 2,470 | $29.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $36.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,000 | $36.2K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 4,271 | $51.6K | 0.00% | +2,261+112.5% | Added |
| CWM, LLC | 5,800 | $70.0K | 0.00% | +5,500+1,833.3% | Added |
| Tradition Wealth Management, LLC | 7,931 | $96.0K | 0.01% | +1,208+18.0% | Added |
| Summitry LLC | 10,000 | $120.8K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 10,498 | $126.8K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,168 | $141.0K | 0.07% | +1,529+13.1% | Added |
| Cetera Investment Advisers | 11,779 | $142.3K | 0.00% | −9,064−43.5% | Reduced |
| Calton & Associates, Inc. | 11,896 | $143.7K | 0.07% | −40.0% | Reduced |
| Moors & Cabot, Inc. | 12,173 | $147.1K | 0.01% | −2,869−19.1% | Reduced |
| Kestra Advisory Services, LLC | 13,516 | $163.3K | 0.00% | +658+5.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 14,314 | $172.9K | 0.10% | +71+0.5% | Added |
| Advisory Services Network, LLC | 15,927 | $192.4K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 15,945 | $192.6K | 0.00% | −1,396−8.1% | Reduced |
| CAPROCK Group, Inc. | 16,800 | $202.9K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 17,068 | $206.0K | 0.00% | −133,778−88.7% | Reduced |
| HighTower Advisors, LLC | 18,890 | $228.0K | 0.00% | +100+0.5% | Added |
| Envestnet Asset Management Inc | 19,501 | $235.6K | 0.00% | +544+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,410 | $283.0K | 0.00% | +490+2.1% | Added |
| IHT Wealth Management, LLC | 25,224 | $304.7K | 0.02% | −139−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 27,354 | $330.0K | 0.00% | +7,226+35.9% | Added |
| Samalin Investment Counsel, LLC | 29,683 | $358.6K | 0.22% | +1,925+6.9% | Added |
| The PNC Financial Services Group, Inc. | 29,812 | $360.1K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 30,337 | $366.5K | 0.00% | +54+0.2% | Added |
| Royal Bank of Canada | 31,274 | $378.0K | 0.00% | +2,909+10.3% | Added |
| Great West Life Assurance Co | 31,635 | $383.0K | 0.00% | −10,337−24.6% | Reduced |
| Avenir Corp | 33,000 | $398.6K | 0.04% | +2,000+6.5% | Added |
| UBS Group AG | 37,521 | $453.3K | 0.00% | −5,027−11.8% | Reduced |
| Texas Yale Capital Corp. | 37,800 | $456.6K | 0.02% | −27,000−41.7% | Reduced |
| Cetera Advisor Networks LLC | 38,542 | $465.6K | 0.00% | +1,336+3.6% | Added |
| TownSquare Capital, LLC | 39,314 | $474.9K | 0.01% | +2,231+6.0% | Added |
| Virtus ETF Advisers LLC | 40,123 | $484.7K | 0.27% | +6,917+20.8% | Added |
| Sigma Planning Corp | 43,893 | $530.2K | 0.02% | +6,128+16.2% | Added |
| All Season Financial Advisors, Inc. | 44,075 | $532.4K | 0.48% | +44,075 | New |
| Advisor Group Holdings, Inc. | 46,957 | $567.4K | 0.00% | +4,084+9.5% | Added |
| Kovack Advisors, Inc. | 48,595 | $587.0K | 0.08% | +25,495+110.4% | Added |
| National Asset Management, Inc. | 51,297 | $619.7K | 0.02% | +996+2.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 57,000 | $688.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 72,735 | $878.6K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 78,543 | $948.8K | 0.00% | −1,018−1.3% | Reduced |
| Independent Financial Group, LLC | 85,447 | $1.03M | 0.08% | +74,000+646.5% | Added |
| Legacy Capital Wealth Partners, LLC | 96,923 | $1.17M | 0.32% | +7,809+8.8% | Added |
| Claybrook Capital, LLC | 121,240 | $1.46M | 0.82% | +6,600+5.8% | Added |
| Confluence Investment Management LLC | 125,941 | $1.52M | 0.02% | −14,097−10.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 136,509 | $1.65M | 0.10% | −39,629−22.5% | Reduced |
| Golden Green, Inc. | 143,334 | $1.73M | 2.03% | +143,334 | New |
| Morgan Stanley | 179,511 | $2.17M | 0.00% | −16,018−8.2% | Reduced |
| BlackRock Inc. | 183,239 | $2.21M | 0.00% | −78,965−30.1% | Reduced |
| Ameriprise Financial Inc | 189,866 | $2.29M | 0.00% | +21,988+13.1% | Added |
| Wells Fargo & Company | 200,813 | $2.43M | 0.00% | −39,394−16.4% | Reduced |
| Two Sigma Advisers, LP | 211,592 | $2.56M | 0.01% | −40,300−16.0% | Reduced |
| Legal & General Group Plc | 242,966 | $2.93M | 0.00% | +11,002+4.7% | Added |
| Advisors Asset Management, Inc. | 340,187 | $4.11M | 0.08% | +14,292+4.4% | Added |
| Van Eck Associates Corp | 513,892 | $6.21M | 0.01% | +34,427+7.2% | Added |
| Sound Income Strategies, LLC | 703,794 | $8.50M | 0.92% | +64,285+10.1% | Added |
| Invesco Ltd. | 989,745 | $12.0M | 0.00% | +187,496+23.4% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −121,665−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −50,402−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −44,353−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −42,093−100.0% | Sold out |
| Pictet North America Advisors SA | 0 | $0 | 0.00% | −42,093−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −37,130−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −34,651−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −27,576−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,446−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,333−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,235−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,687−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,061−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,942−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −7,333−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Delphi Management Inc | – | – | – | – | Not filed |