XHC

Heritage Commerce Corp Cross-source read
UnclassifiedCUSIP 426927109

Among active 13F managers last quarter, 6 opened and 13 added, while 13 reduced; the largest holder to move was Balyasny Asset Management L.P. (+31%). No recent Form 4 insider filings for XHC.

Tracked 13F holders
80
2 in Q2 2026 filings
13F value (tracked)
$307.0M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
19 adding · 13 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns XHC?

80 tracked 13F filers · ranked by shares held

80 tracked 13F filers disclose a position in XHC as of the latest SEC 13F filings, a combined $307.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Dimensional Fund Advisors LP3.4M
$42.4M
+3.7%
Added · +122K sh
Q1 2026
2Balyasny Asset Management L.P.1.7M
$21.3M
+31%
Added · +407K sh
Q1 2026
3Boston Partners1.5M
$18.9M
−3.8%
Reduced · −60K sh
Q1 2026
4JPMorgan Chase & Co1.4M
$17.7M
−13%
Reduced · −212K sh
Q1 2026
5Manufacturers Life Insurance Company, The1.2M
$15.2M
−1.4%
Reduced · −17K sh
Q1 2026
6Citigroup Inc1.2M
$15.1M
+410%
Added · +972K sh
Q1 2026
7Goldman Sachs Group Inc1.1M
$13.9M
−28%
Reduced · −429K sh
Q1 2026
8American Century Companies Inc1.0M
$13.0M
−1.4%
Reduced · −15K sh
Q1 2026
9Arrowstreet Capital, Limited Partnership1.0M
$12.6M
+135%
Added · +579K sh
Q1 2026
10Kennedy Capital Management LLC988K
$12.3M
−1.6%
Reduced · −16K sh
Q1 2026
11Millennium Management LLC819K
$10.2M
10×
Added · +741K sh
Q1 2026
12AQR Capital Management LLC729K
$9.1M
−13%
Reduced · −107K sh
Q1 2026
13Qube Research & Technologies Ltd709K
$8.9M
+1.0%
Added · +7K sh
Q1 2026
14Northern Trust Corp542K
$6.8M
+4.2%
Added · +22K sh
Q1 2026
15Charles Schwab Investment Management Inc508K
$6.3M
+0.6%
Added · +3K sh
Q1 2026
16AllianceBernstein L.P.479K
$5.8M
−37%
Reduced · −284K sh
Q1 2026
17Morgan Stanley436K
$5.4M
+2.2%
Added · +9K sh
Q1 2026
18UBS Group AG424K
$5.3M
+42%
Added · +126K sh
Q1 2026
19Renaissance Technologies LLC390K
$4.9M
−16%
Reduced · −75K sh
Q1 2026
20Bank of New York Mellon Corp388K
$4.8M
+2.3%
Added · +9K sh
Q1 2026
21Susquehanna International Group, LLP352K
$4.4M
+365%
Added · +276K sh
Q1 2026
22Jane Street Group, LLC332K
$4.1M
+47%
Added · +106K sh
Q1 2026
23Two Sigma Investments, LP320K
$4.0M
−2.6%
Reduced · −9K sh
Q1 2026
24Allianz Asset Management GmbH300K
$3.7M
Held
Q1 2026
25Squarepoint Ops LLC280K
$3.5M
New
+280K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XHC being bought or sold by institutions?

Last quarter, 6 funds opened a new position in XHC and 13 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
13
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own XHC also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT44 funds$187.8B
Alphabet Inc-CL AGOOGL43 funds$104.1B
Meta Platforms Inc-Class AMETA43 funds$77.3B
JPMorgan Chase & CoJPM43 funds$40.7B
Adobe IncADBE43 funds$10.0B
Bristol-Myers Squibb CoBMY43 funds$9.3B
EnersysENS43 funds$889.5M
Apple IncAAPL42 funds$202.6B
Broadcom IncAVGO42 funds$109.6B
Tesla IncTSLA42 funds$48.3B
Bank Of America CorpBAC42 funds$22.7B
Citigroup IncC42 funds$18.0B

Ranked by how many of XHC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XHC.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3728
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

2 tracked filers in Q2 2026 filingsstill filing
087173Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $153K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for XHC

Browse more

Build

Ask your agent what changed in XHC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XHC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XHC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for XHC. Filings are public domain, sourced to SEC EDGAR.