Skip to main content

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 2023

Institutional positions in TriplePoint Venture Growth BDC Corp. as of Dec 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
86
+5 vs. Q3 2023
Shares held
4.89M
+279.6K (+6.1%) vs. Q3 2023
Total value
$53.2M
+$4.89M (+10.1%) vs. Q3 2023
New holders
19
31 more added
Sold out
14
27 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 86 institutions
Q1 2021: 74 institutionsQ2 2021: 75 institutionsQ3 2021: 79 institutionsQ4 2021: 77 institutionsQ1 2022: 79 institutionsQ2 2022: 95 institutionsQ3 2022: 89 institutionsQ4 2022: 94 institutionsQ1 2023: 77 institutionsQ2 2023: 80 institutionsQ3 2023: 83 institutionsQ4 2023: 86 institutionsQ1 2024: 86 institutionsQ2 2024: 84 institutionsQ3 2024: 83 institutionsQ4 2024: 84 institutionsQ1 2025: 72 institutionsQ2 2025: 66 institutionsQ3 2025: 75 institutionsQ4 2025: 75 institutionsQ1 2026: 73 institutionsQ2 2026: 62 institutions
Value heldQ4 2023: $53.2M
Q1 2021: $112.9MQ2 2021: $111.4MQ3 2021: $119.7MQ4 2021: $126.5MQ1 2022: $107.8MQ2 2022: $87.8MQ3 2022: $80.4MQ4 2022: $62.9MQ1 2023: $67.7MQ2 2023: $54.2MQ3 2023: $51.0MQ4 2023: $53.2MQ1 2024: $48.1MQ2 2024: $53.7MQ3 2024: $40.2MQ4 2024: $37.5MQ1 2025: $30.4MQ2 2025: $25.8MQ3 2025: $24.4MQ4 2025: $29.2MQ1 2026: $18.8MQ2 2026: $14.1M
Institutions holding TPVG and their total value by quarter
QuarterHoldersValue
Q2 202662$14.1M
Q1 202673$18.8M
Q4 202575$29.2M
Q3 202575$24.4M
Q2 202566$25.8M
Q1 202572$30.4M
Q4 202484$37.5M
Q3 202483$40.2M
Q2 202484$53.7M
Q1 202486$48.1M
Q4 202386$53.2M
Q3 202383$51.0M
Q2 202380$54.2M
Q1 202377$67.7M
Q4 202294$62.9M
Q3 202289$80.4M
Q2 202295$87.8M
Q1 202279$107.8M
Q4 202177$126.5M
Q3 202179$119.7M
Q2 202175$111.4M
Q1 202174$112.9M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding TriplePoint Venture Growth BDC Corp.; share changes are against Q3 2023.

Institutions holding TPVG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$110.00%+1New
Delta Asset Management LLC113$1.23K0.00%00.0%Unchanged
Essex Investment Management Co LLC126$1.37K0.00%−65−34.0%Reduced
BNP Paribas Arbitrage, SA138$1.50K0.00%+136+6,800.0%Added
Community Bank, N.A.250$2.71K0.00%+250New
Harbour Investments, Inc.293$3.18K0.00%00.0%Unchanged
Spire Wealth Management500$5.45K0.00%+500New
Archer Investment Corp573$6.23K0.00%+20+3.6%Added
Venturi Wealth Management, LLC620$6.73K0.00%+20+3.3%Added
Tompkins Financial Corp1,450$15.7K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,656$18.3K0.00%+1,656New
Geneos Wealth Management Inc.1,765$19.2K0.00%00.0%Unchanged
CWM, LLC2,275$25.0K0.00%+1,275+127.5%Added
GPS Wealth Strategies Group, LLC2,327$25.3K0.00%00.0%Unchanged
Group One Trading, L.P.2,680$29.1K0.00%+2,680New
SOA Wealth Advisors, LLC.3,000$32.6K0.01%00.0%Unchanged
Quarry LP3,143$34.1K0.02%+956+43.7%Added
The PNC Financial Services Group, Inc.3,604$39.1K0.00%−13,866−79.4%Reduced
Sound Income Strategies, LLC4,260$46.3K0.00%−463−9.8%Reduced
Farmers & Merchants Investments Inc4,533$49.2K0.00%+2,200+94.3%Added
Bank of America Corp5,539$60.2K0.00%−302−5.2%Reduced
US Bancorp6,378$69.3K0.00%+3,378+112.6%Added
Cape Investment Advisory, Inc.7,287$79.1K0.04%+7,287New
Tradition Wealth Management, LLC9,816$107.0K0.01%+353+3.7%Added
CFO4Life Group, LLC10,000$108.6K0.02%00.0%Unchanged
Summitry LLC10,000$108.6K0.01%+10,000New
Wiley Bros.-Aintree Capital, LLC10,476$113.8K0.03%−1,247−10.6%Reduced
DFPG Investments, LLC10,587$116.5K0.01%+10,587New
Stifel Financial Corp10,978$119.2K0.00%+61+0.6%Added
Northern Trust Corp11,281$122.5K0.00%−2,377−17.4%Reduced
Dynamic Technology Lab Private Ltd12,271$133.0K0.01%+12,271New
Advisory Services Network, LLC12,323$133.8K0.00%−1,697−12.1%Reduced
Baird Financial Group, Inc.12,331$133.9K0.00%−2,706−18.0%Reduced
Cetera Investment Advisers12,344$134.1K0.00%+12,344New
Calton & Associates, Inc.12,347$134.1K0.05%+12,347New
Kestra Advisory Services, LLC12,620$137.0K0.00%−1,904−13.1%Reduced
Prime Capital Investment Advisors, LLC13,275$144.2K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC14,216$154.4K0.08%−259−1.8%Reduced
JPMorgan Chase & Co14,770$160.4K0.00%+12,470+542.2%Added
Lincoln National Corp14,787$160.6K0.00%+14,787New
Norden Group LLC14,888$161.7K0.03%+552+3.9%Added
L.M. Kohn & Company15,101$164.0K0.05%+4,103+37.3%Added
HRT Financial LP15,185$164.0K0.00%+15,185New
HighTower Advisors, LLC15,450$167.0K0.00%+560+3.8%Added
Quantbot Technologies LP19,042$206.8K0.01%+15,295+408.2%Added
Comerica Bank19,126$207.7K0.00%−1,000−5.0%Reduced
Envestnet Asset Management Inc21,016$228.2K0.00%+3,565+20.4%Added
IHT Wealth Management, LLC21,228$230.5K0.01%−5,609−20.9%Reduced
Wilbanks Smith & Thomas Asset Management LLC22,000$238.9K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC25,400$275.8K0.00%+25,400New
Cambridge Investment Research Advisors, Inc.26,074$283.0K0.00%+2,971+12.9%Added
Steward Partners Investment Advisory, LLC27,303$296.5K0.00%+8,029+41.7%Added
Commonwealth Equity Services, LLC28,259$307.0K0.00%−3,481−11.0%Reduced
Advisor Group Holdings, Inc.28,724$312.1K0.00%−9,778−25.4%Reduced
Great West Life Assurance Co30,724$331.0K0.00%−3,883−11.2%Reduced
Royal Bank of Canada31,911$347.0K0.00%−5,921−15.7%Reduced
Raymond James & Associates32,689$355.0K0.00%+3,928+13.7%Added
Kovack Advisors, Inc.33,088$359.3K0.04%−21,221−39.1%Reduced
All Season Financial Advisors, Inc.33,684$365.8K0.31%−608−1.8%Reduced
Sigma Planning Corp37,440$406.6K0.03%−39,221−51.2%Reduced
UBS Group AG38,482$417.9K0.00%−6,244−14.0%Reduced
Cetera Advisor Networks LLC40,454$439.3K0.00%+1,155+2.9%Added
Neuberger Berman Group LLC43,290$470.1K0.00%+43,290New
Susquehanna International Group, LLP43,751$475.1K0.00%+43,751New
Samalin Investment Counsel, LLC44,329$481.4K0.24%+3,794+9.4%Added
National Asset Management, Inc.44,340$481.5K0.01%−4,512−9.2%Reduced
D. E. Shaw & Co., Inc.48,456$526.2K0.00%+48,456New
TownSquare Capital, LLC53,889$585.2K0.01%+1,334+2.5%Added
Quadrature Capital Ltd60,420$655.3K0.01%+60,420New
Virtus ETF Advisers LLC65,206$708.1K0.45%−16,234−19.9%Reduced
Citadel Advisors LLC69,784$757.9K0.00%+34,380+97.1%Added
LPL Financial LLC78,163$848.9K0.00%−7,878−9.2%Reduced
Independent Financial Group, LLC89,300$969.8K0.05%+825+0.9%Added
International Assets Investment Management, LLC116,495$1.27M0.16%+8,060+7.4%Added
Lido Advisors, LLC121,240$1.32M0.01%+121,240New
Wells Fargo & Company124,064$1.35M0.00%−22,907−15.6%Reduced
BlackRock Inc.129,259$1.40M0.00%+8,268+6.8%Added
Millennium Management LLC129,677$1.41M0.00%+58,868+83.1%Added
Advisors Asset Management, Inc.132,864$1.44M0.03%−100,826−43.1%Reduced
Morgan Stanley139,908$1.52M0.00%−16,878−10.8%Reduced
Ameriprise Financial Inc173,885$1.89M0.00%−29,461−14.5%Reduced
Two Sigma Investments, LP202,660$2.20M0.01%+189,694+1,463.0%Added
Two Sigma Advisers, LP209,192$2.27M0.01%+111,100+113.3%Added
Legal & General Group Plc268,472$2.91M0.00%+10,388+4.0%Added
Van Eck Associates Corp661,530$7.18M0.01%+73,924+12.6%Added
Invesco Ltd.1,010,404$11.0M0.00%+17,895+1.8%Added
Confluence Investment Management LLC0$00.00%−127,153−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−114,860−100.0%Sold out
Texas Yale Capital Corp.0$00.00%−37,800−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−35,006−100.0%Sold out
Avenir Corp0$00.00%−33,000−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−16,800−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−14,336−100.0%Sold out
Atom Investors LP0$00.00%−13,962−100.0%Sold out
Jane Street Group, LLC0$00.00%−13,517−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−11,675−100.0%Sold out
Parallel Advisors, LLC0$00.00%−2,500−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−650−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−360−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−218−100.0%Sold out