Stock

HGBL

HERITAGE GLOBAL INC.

Latest close $1.251 of 27 marquee funds currently hold1 CUSIP mapped

Current holders

27 funds tracked

Ever held

Current + past

New this quarter

Exited this quarter

Marquee-fund ownership over time

Aug 9, 2024Aug 14, 2024Aug 14, 2025May 15, 2026

Now

This quarter's activity

New positions opened

None.

Positions exited

Citadel Advisors
Q2 2026 · -38%
EXIT

Current holders

Sorted by tenure (longest first)

Fund	First disclosed	Held	Entry price	Latest close	Return on entry
Renaissance Technologies	Q3 2024(8Q snapshot)	7Q	$1.92	$1.25	-35%

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Past holders

Funds that exited at some point

Fund	Last entry	Exited	Entry → Exit	Return
Citadel Advisors 2× in & out	Q3 2025	Q2 2026	→ $1.19	-38%
Millennium Management	Q3 2024	Q2 2025	→ $2.18	+15%

Insider activity

Form 4 — officers, directors, 10%+ owners

Filed within two business days of each transaction by anyone with material insider status at Heritage Global Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.

Filings · last 30d

Filings · last 90d

Total on file

355

Recent SEC buffer

Most recent

May 27, 2026

30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.

Showing 15 of 355 recent Form 4 filings. Browse all on EDGAR ↗

Fundamentals

XBRL · HERITAGE GLOBAL INC.

Annual figures sourced directly from HERITAGE GLOBAL INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.

Revenue

$50.98M

FY2025+12% YoY

Net income

$3.59M

FY2025-31% YoY

EPS (diluted)

$0.1000

FY2025-29% YoY

Free cash flow(?)

-$2.33M

FY2025-131% YoY

Recent SEC filings

10-K · 10-Q · 8-K · 13D/G · proxy

The most recent material filings for Heritage Global Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.

Trade history

Every open→close lifecycle across tracked funds

Fund	Open date	Close date	Open price	Close price / current	Return
Citadel Advisors	Q3 2025	Q2 2026	$1.92	$1.19	-38%
Citadel Advisors	Q3 2024	Q2 2025	$1.90	$2.18	+15%
Millennium Management	Q3 2024	Q2 2025	$1.90	$2.18	+15%
Renaissance Technologies	Q3 2024	open	$1.92	$1.25	-35%

Caveats

Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
“Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.