Jefferies Group's HTGC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 92,230 shares of Hercules Capital, Inc. (HTGC) worth $1.36 M, representing 0.01% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in HTGC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 89,253 shares. Largest reduction occurred in Q3 2024, reducing 62,141 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Hercules Capital (HTGC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Hercules Capital (HTGC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +89,253 | Add 2998.09% | 92,230 | $14.77 |
| Q4 2025 | +1,585 | Add 113.86% | 2,977 | $18.82 |
| Q3 2025 | +1,392 | New Buy | 1,392 | $18.91 |
| Q4 2024 | -1,392 | Sold Out | 0 | $0.00 |
| Q3 2024 | -62,141 | Reduce 97.81% | 1,392 | $19.64 |
| Q2 2024 | +63,533 | New Buy | 63,533 | $20.45 |
| Q1 2024 | -4,155 | Sold Out | 0 | $0.00 |
| Q4 2023 | +1,041 | Add 33.43% | 4,155 | $16.67 |
| Q2 2023 | +3,114 | New Buy | 3,114 | $14.80 |
Jefferies Group's Hercules Capital Investment FAQs
Jefferies Group first purchased Hercules Capital, Inc. (HTGC) in Q2 2023, acquiring 3,114 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Hercules Capital, Inc. (HTGC) for 10 quarters since Q2 2023.
Jefferies Group's largest addition to Hercules Capital, Inc. (HTGC) was in Q1 2026, adding 92,230 shares worth $1.36 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 92,230 shares of Hercules Capital, Inc. (HTGC), valued at approximately $1.36 M.
As of the Q1 2026 filing, Hercules Capital, Inc. (HTGC) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Hercules Capital, Inc. (HTGC) was 92,230 shares, as reported at the end of Q1 2026.