Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gladstone Cap Corp (GLAD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — GLAD

Based on 83 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 GLAD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
83 funds currently hold this stock — 94% of the 3.0-year high of 88 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

32 buying48 selling
Last quarter: 48 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 17 → 19 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

6% conviction (2yr+) 60% medium 34% new
Only 5 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -15%, value -37%

Value
-37%
Shares
-15%
Last quarter: funds added -15% more shares while total portfolio value only changed -37%. 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

9 → 13 → 17 → 19 → 16 new funds/Q
New funds entering each quarter: 13 → 17 → 19 → 16. A growing number of institutions are discovering GLAD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 2% veterans, 41% new entrants

2% veterans 56% 1-2yr 41% new
Of 85 current holders: 2 (2%) held 2+ years, 48 held 1–2 years, 35 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
16 of 83 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in GLAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — GLAD

In 2026 Q1, 32 hedge funds were net buyers of GLAD (16 opened a new position, 16 added to an existing one), while 48 reduced or exited (27 trimmed, 21 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in GLAD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 83.

Hedge Fund Ownership: GLAD

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

Market Analysis: GLAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLAD

-- --

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

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

Signal Freshness measures how much GLAD 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
GLAD
+11.8%
XLF
+8.0%

GLAD outperformed XLF by +3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
GLAD
+1.7%
XLF
+4.4%

Since the filing became public, GLAD outperformed XLF by -2.7% .

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
0.8
/ 10
conviction
Hedge Fund Positioning: GLAD
83 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 88 -5.68%
13F Shares 3M 3M -15.11%
Total Value $42M $67M -36.97%
New Positions 16 19 -3
Increased Positions 15 27 -12
Closed Positions 21 16 +5
Reduced Positions 26 23 +3
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: GLAD

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Financial Highlights

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Institutional Holders (2026 Q1)

83 + investors

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

QUARTER:
Top 25 GLAD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 2.99% 142,896 $2.5M
2 Fortress Financial Solutions, LLC 0.26% 14,116 $245K
3 Legacy Capital Wealth Partners, LLC 0.24% 68,107 $1.2M
4 Virtus Investment Advisers, LLC 0.14% 28,409 $493K
5 B. Riley Wealth Advisors, Inc. 0.10% 88,295 $1.5M
6 Oxford Asset Management LLP 0.09% 11,615 $202K
7 Shulman DeMeo Asset Management LLC 0.07% 18,395 $319K
8 Ameriflex Group, INC. 0.06% 6,512 $113K
9 Campbell & CO Investment Adviser LLC 0.05% 48,186 $836K
10 Denali Advisors LLC 0.04% 21,984 $381K
11 SageGuard Financial Group, LLC 0.03% 12,038 $209K
12 Kovack Advisors, Inc. 0.02% 25,313 $442K
13 WFA of San Diego, LLC 0.02% 1,550 $27K
14 Ausdal Financial Partners, Inc. 0.02% 26,927 $467K
15 International Assets Investment Management, LLC 0.02% 15,989 $279K
16 Hennion & Walsh Asset Management, Inc. 0.02% 33,201 $576K
17 Advisors Asset Management, Inc. 0.02% 63,054 $1.1M
18 PFS Partners, LLC 0.02% 1,969 $34K
19 XTX Topco Ltd 0.01% 34,318 $595K
20 Ritter Daniher Financial Advisory LLC / DE 0.01% 3,148 $55K
21 Sunbelt Securities, Inc. 0.01% 8,200 $142K
22 Entropy Technologies, LP 0.01% 10,300 $179K
23 Quantbot Technologies LP 0.01% 10,742 $186K
24 Sound Income Strategies, LLC 0.01% 6,771 $118K
25 D.A. Davidson & CO. 0.00% 47,146 $818K
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 Cap Corp (GLAD)

What does the Smart Money Trend signal show for GLAD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GLAD 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 GLAD?

More sellers than buyers — 40% buying: Last quarter: 48 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GLAD holders?

Elite ownership — 45% AUM from top-100 funds: 16 of 83 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in GLAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GLAD?

Mostly new holders — 34% entered in last year: Only 5 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, GLAD has moved +1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), GLAD has gained +11.8% 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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