Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gladstone Invt Corp (GAIN)

89 + Investors. Track Smart Money conviction in GAIN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — GAIN

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GAIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
89 hedge funds hold GAIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding GAIN is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

46 buying44 selling
Last quarter: 46 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 16 → 17 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
56 out of 89 hedge funds have held GAIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +21%, value -16%

Value
-16%
Shares
+20%
Last quarter: funds added +21% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 12 → 16 → 17 → 16 new funds/Q
New funds entering each quarter: 12 → 16 → 17 → 16. A growing number of institutions are discovering GAIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 92 current holders: 63 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
18 of 89 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GAIN

In 2026 Q1, 46 hedge funds were net buyers of GAIN (16 opened a new position, 30 added to an existing one), while 44 reduced or exited (26 trimmed, 18 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 27% of total institutional value in GAIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 89.

Hedge Fund Ownership: GAIN

How many hedge funds hold GAIN — quarterly history vs. share price
Quarterly hedge fund ownership of GAIN vs. share price

Market Analysis: GAIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GAIN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Gladstone Invt Corp (GAIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GAIN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
GAIN
+8.2%
XLF
+8.0%

GAIN outperformed XLF by +0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
GAIN
-5.9%
XLF
+4.4%

Since the filing became public, GAIN outperformed XLF by -10.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: GAIN
89 + Investors

Track Smart Money conviction in GAIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 89 91 -2.2%
13F Shares 8M 7M 20.76%
Total Value $106M $126M -16.0%
New Positions 16 17 -1
Increased Positions 29 29 -
Closed Positions 18 14 +4
Reduced Positions 25 27 -2
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: GAIN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GAIN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GAIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Panoramic Investment Advisors, LLC 7.35% 1,069,685 $15.2M
2 Melia Wealth LLC 7.35% 1,069,486 $15.2M
3 Outfitters Financial LLC 2.25% 205,120 $2.9M
4 Albert D Mason Inc 0.62% 67,936 $965K
5 Legacy Capital Wealth Partners, LLC 0.35% 119,068 $1.7M
6 PFG Advisors 0.22% 315,330 $4.5M
7 Garner Asset Management Corp 0.19% 34,493 $490K
8 Virtus Investment Advisers, LLC 0.16% 41,033 $583K
9 Ameriflex Group, INC. 0.14% 19,358 $275K
10 United Advisor Group, LLC 0.14% 77,612 $1.1M
11 Prosperity Financial Group, Inc. 0.08% 15,700 $223K
12 Register Financial Advisors LLC 0.05% 9,500 $135K
13 Abel Hall, LLC 0.03% 10,000 $142K
14 Atlantic Union Bankshares Corp 0.03% 97,164 $1.4M
15 Advisors Asset Management, Inc. 0.03% 108,973 $1.5M
16 Cassaday & Co Wealth Management LLC 0.02% 79,000 $1.1M
17 State of Wyoming 0.02% 9,421 $134K
18 Kentucky Trust Co 0.01% 2,000 $28K
19 Greenwood Gearhart LLC 0.01% 17,900 $254K
20 Hardy Reed LLC 0.01% 11,300 $160K
21 DAVENPORT & Co LLC 0.01% 139,862 $2.0M
22 Independent Financial Group, LLC 0.01% 24,978 $355K
23 Burk Holdings LLC 0.01% 1,706 $24K
24 Two Sigma Investments, LP 0.01% 804,263 $11.4M
25 Sound Income Strategies, LLC 0.01% 10,740 $154K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Gladstone Invt Corp (GAIN)

What does the Smart Money Trend signal show for GAIN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GAIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GAIN?

Slight buying edge — 51% buying: Last quarter: 46 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GAIN holders?

Strong quality — 27% AUM from major funds: 18 of 89 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GAIN?

63% of holders stayed for 2+ years: 56 out of 89 hedge funds have held GAIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Gladstone Invt Corp (GAIN) following the 2026 Q1 hedge fund 13F filings?

As of today, GAIN has moved -5.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -10.3%. Since the quarter end (March 31, 2026), GAIN has gained +8.2% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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