Heritage Commerce Corp (HTBK)

Highly Crowded

Held by 187 of 5,944 reporting institutions (91th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

81.89%

QoQ Change

+1.84%

Total Value

$624.3B

Shares Outstanding

61.6M

Crowding AnalysisHighly Crowded

Holders187of 5,944

Avg: 68

Uncrowded91th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.12x

78th percentile

106 buying95 selling

+33

New

-40

Closed

+1.8M

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 3.6 QHolders: 187

Ownership Concentration

Top 5: 36.4%Top 10: 51.8%

BlackRock,16.3%

DIMENSIONAL FUND ADVISORS6.7%

VANGUARD CAPITAL MANAGEMENT5.2%

STATE STREET4.8%

BALYASNY ASSET MANAGEMENT L.P.3.4%

Others (182)63.6%

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Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.26%Max: 1.51%High conviction (>1%): 2

BlackRock,

DIMENSIONAL FUND ADVISORS

VANGUARD CAPITAL MANAGEMENT

STATE STREET

BALYASNY ASSET MANAGEMENT L.P.

HoldCo Asset Management,

First Trust Capital Management L.P.

GEODE CAPITAL MANAGEMENT,

Boston Partners

JPMORGAN CHASE &

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$33M2.6M shr

NEWBALYASNY ASSET MANAGEMENT L.P.$21M1.7M shr

BOUGHTSTATE STREET$6M450K shr

SOLDJPMORGAN CHASE$3M212K shr

SOLDBlackRock$2M142K shr

NEWFirst Trust Capital Management L.P.$19M1.6M shr

NEWGOLDMAN SACHS GROUP$18M1.5M shr

SOLDVANGUARD GROUP$6M503K shr

SOLDSTATE STREET$3M241K shr

SOLDJPMORGAN CHASE$3M231K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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