Cliff Asness's HTBK Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 728,807 shares of Heritage Commerce Corp (HTBK) worth $9.1 M, representing 0.00% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in HTBK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 222,845 shares. Largest reduction occurred in Q1 2026, reducing 107,243 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Heritage Commerce (HTBK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Heritage Commerce (HTBK) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -107,243 | Reduce 12.83% | 728,807 | $12.48 |
| Q4 2025 | +151,231 | Add 22.08% | 836,050 | $12.01 |
| Q3 2025 | +222,845 | Add 48.24% | 684,819 | $9.93 |
| Q2 2025 | +124,316 | Add 36.82% | 461,974 | $9.93 |
| Q1 2025 | -18,372 | Reduce 5.16% | 337,658 | $9.52 |
| Q4 2024 | -99,592 | Reduce 21.86% | 356,030 | $9.38 |
| Q3 2024 | -88,849 | Reduce 16.32% | 455,622 | $9.88 |
| Q2 2024 | +133,514 | Add 32.49% | 544,471 | $8.70 |
| Q1 2024 | +59,822 | Add 17.04% | 410,957 | $8.58 |
| Q4 2023 | +123,359 | Add 54.16% | 351,135 | $9.92 |
| Q3 2023 | +42,776 | Add 23.12% | 227,776 | $8.47 |
| Q2 2023 | +3,120 | Add 1.72% | 185,000 | $8.28 |
| Q1 2023 | +144,973 | Add 392.81% | 181,880 | $8.33 |
| Q4 2022 | -33,913 | Reduce 47.89% | 36,907 | $13.00 |
| Q3 2022 | +52,663 | Add 290.04% | 70,820 | $11.34 |
| Q2 2022 | +2,013 | Add 12.47% | 18,157 | $10.68 |
| Q1 2022 | +2,343 | Add 16.98% | 16,144 | $11.27 |
| Q4 2021 | -13,875 | Reduce 50.13% | 13,801 | $11.96 |
| Q3 2021 | -16,046 | Reduce 36.70% | 27,676 | $11.63 |
| Q2 2021 | -16,175 | Reduce 27.00% | 43,722 | $11.14 |
| Q1 2021 | +59,897 | New Buy | 59,897 | $12.22 |
| Q4 2020 | -30,579 | Sold Out | 0 | $0.00 |
| Q3 2020 | +30,579 | New Buy | 30,579 | $6.67 |
| Q4 2018 | -82,373 | Sold Out | 0 | $0.00 |
| Q3 2018 | -12,741 | Reduce 13.40% | 82,373 | $14.92 |
| Q2 2018 | +36,319 | Add 61.77% | 95,114 | $16.99 |
| Q1 2018 | +30,966 | Add 111.27% | 58,795 | $16.48 |
| Q4 2017 | +27,829 | New Buy | 27,829 | $15.31 |
Cliff Asness's Heritage Commerce Investment FAQs
Cliff Asness first purchased Heritage Commerce Corp (HTBK) in Q4 2017, acquiring 27,829 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Heritage Commerce Corp (HTBK) for 28 quarters since Q4 2017.
Cliff Asness's largest addition to Heritage Commerce Corp (HTBK) was in Q3 2025, adding 684,819 shares worth $6.8 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 728,807 shares of Heritage Commerce Corp (HTBK), valued at approximately $9.1 M.
As of the Q1 2026 filing, Heritage Commerce Corp (HTBK) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Heritage Commerce Corp (HTBK) was 836,050 shares, as reported at the end of Q4 2025.