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Horizon Technology Finance Corp hedge fund holdings

HRZNNASDAQ
$4.620.00 (0.00%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HRZN · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-25.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253022$4.14M$5.68M59Aug 14, 2025
Q3 20252127$5.11M$2.98M60Nov 14, 2025
Q4 20252727$7.58M$4.83M62Feb 14, 2026
Q1 20261933$1.61M$4.89M51May 15, 2026
Q2 20267115$22.4M$1.82M99Aug 14, 2026

Quarterly action breakdown

Q2 2026
99 filers
New position
51
$12.6M+2.66M sh
Increased
20
$9.82M+2.08M sh
Reduced
6
-$1.4M-296K sh
Out / sold
9
-$421K-89K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Bulldog Investors, LLPNew Buy+$3.12M$3.12M0.69%Aug 14, 2026
Caprock Group, LLCNew Buy+$2.16M$2.16M0.04%Jul 27, 2026
Blair William & CoNew Buy+$1.13M$1.13M0.00%Aug 11, 2026
Caz Investments LPNew Buy+$1.03M$1.03M0.19%Aug 24, 2026
Green Alpha Advisors, LLCReduce 27.15%-$758K$2.03M1.36%Aug 11, 2026
Virtus Investment Advisers, LLCAdded 75.35%+$513K$1.19M0.28%Aug 11, 2026
Jackson Thornton Wealth Management, LLCAdded 174.42%+$272K$429K0.03%Aug 6, 2026
Permanent Capital Management, LPNew Buy+$203K$203K0.03%Aug 12, 2026
Ethos Financial Group, LLCNew Buy+$157K$157K0.01%Aug 7, 2026
Baird Financial Group, Inc.New Buy+$148K$148K0.00%Aug 12, 2026
Magnolia Capital Advisors LLCNew Buy+$136K$136K0.02%Aug 14, 2026
Koshinski Asset Management, Inc.New Buy+$129K$129K0.01%Jul 27, 2026
Forum Financial Management, LPNew Buy+$117K$117K0.00%Jul 23, 2026
IMC-Chicago, LLCReduce 35.15%-$103K$190K0.00%Aug 6, 2026
Fiduciary Group, LLCNew Buy+$97.8K$97.8K0.01%Aug 10, 2026
D.A. Davidson & Co.New Buy+$90.5K$90.5K0.00%Jul 24, 2026
LifeWealth Investments, LLCNew Buy+$80K$80K0.02%Jul 16, 2026
Leading Edge Financial Planning LLCNew Buy+$79.1K$79.1K0.01%Aug 6, 2026
Centennial BankNew Buy+$71K$71K0.02%Aug 10, 2026
Cresset Asset Management, LLCNew Buy+$68.9K$68.9K0.00%Aug 14, 2026
Chapin Davis, Inc.New Buy+$60K$60K0.01%Jul 7, 2026
Trek Financial, LLCNew Buy+$58.9K$58.9K0.00%Aug 13, 2026
Oppenheimer & Co IncNew Buy+$57.8K$57.8K0.00%Aug 3, 2026
Garden State Investment Advisory Services LLCNew Buy+$52.7K$52.7K0.01%Aug 11, 2026
Patriot Financial Group Insurance Agency, LLCSell 100%-$52.4K$00.00%Jul 16, 2026
DAVENPORT & Co LLCNew Buy+$50.3K$50.3K0.00%Jul 13, 2026
Atria Investments, IncSell 100%-$49.9K$00.00%Jul 28, 2026
Closed-End Fund Advisors, Inc.New Buy+$49.3K$49.3K0.05%Jul 27, 2026
BI Asset Management Fondsmaeglerselskab A/SNew Buy+$48K$48K0.00%Aug 10, 2026
CANADA LIFE ASSURANCE CoAdded 6.12%+$16.3K$282K0.00%Aug 13, 2026
Highline Wealth Partners LLCNew Buy+$12.9K$12.9K0.00%Jul 15, 2026
Nomura Asset Management Co LtdNew Buy+$6.77K$6.77K0.00%Aug 13, 2026
Nations Financial Group Inc, /Ia/Added 6.11%+$3.31K$57.5K0.00%Jul 23, 2026
Connecticut Wealth Management, LLCAdded 0.33%+$3.3K$1.01M0.04%Jul 29, 2026
North Star Investment Management Corp.New Buy+$3.11K$3.11K0.00%Jul 28, 2026
SHP Wealth ManagementNew Buy+$946$9460.00%Aug 11, 2026
JFS Wealth Advisors, LLCNew Buy+$809$8090.00%Jul 10, 2026
Signature Equity Partners, LLCSell 100%-$474$00.00%Jul 30, 2026
Sound Income Strategies, LLCSell 100%-$209$00.00%Jul 20, 2026
Aspect Partners, LLCAdded 2.99%+$24$8120.00%Jul 16, 2026

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