HRZN close: $11.9 on 2023-08-21 to $4.8 on 2026-08-21.
Split-adj closes · 240 of 3,973 · price returnⓘ
At a glance
Days to cover5.3d
SI 2026-07-31ⓘ
Key fundamentals
HRZN joins the screener universe with the next build.
Trailing returns
YTD−16.3%
1Y−17.1%
3Y−37.1%
5Y−45.8%
10Y+9.8%
Since incept. (ann.)+3.6%
Total return · from 2010-10-29ⓘ
Risk
Ann. volatility (1Y)42.4%
Ann. volatility (3Y)32.5%
Sharpe (1Y)−0.22
Sharpe (3Y)−0.31
Max drawdown (1Y)−39.8%
Max drawdown (3Y)−59.5%
Beta (3Y vs SPY)0.85
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
Green Alpha Advisors, LLC
590,141
$2M
—
+5.6%
Eagle Point Credit Management LLC
366,194
$2M
—
−1.0%
Legal & General Group Plc
328,655
$1M
—
+7.1%
Connecticut Wealth Management, LLC
213,811
$900,143
—
+0.5%
BlackRock, Inc.
179,487
$755,639
—
−37.7%
MARSHALL WACE, LLP
171,778
$723,186
—
−39.1%
TWO SIGMA INVESTMENTS, LP
150,179
$632,254
—
−71.1%
UBS Group AG
144,136
$606,813
—
+260.5%
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for HRZN.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
