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
↑ +1
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — GLAD

Based on 80 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added GLAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
80 hedge funds hold GLAD 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

44 buying38 selling
Last quarter: 44 funds bought or added vs 38 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 14 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

5% conviction (2yr+) 59% medium 36% new
Only 4 funds (5%) 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.
📈

Growing discovery — still being found

22 → 9 → 12 → 14 → 17 new funds/Q
New funds entering each quarter: 9 → 12 → 14 → 17. A growing number of institutions are discovering GLAD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 4% veterans, 45% new entrants

4% veterans 52% 1-2yr 45% new
Of 83 current holders: 3 (4%) held 2+ years, 43 held 1–2 years, 37 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
11 of 80 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: GLAD
2026 Q1 Stats Unlock in 22 days 83 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 83 81 2.47%
13F Shares 3M 3M 15.55%
Total Value $66M $61M 9.0%
New Positions 17 14 +3
Increased Positions 30 34 -4
Closed Positions 16 8 +8
Reduced Positions 27 19 +8
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: GLAD

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

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.

Top 13 institutional holders of GLAD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 B. Riley Wealth Advisors, Inc. 0.10% 88,295 $1.5M
2 Shulman DeMeo Asset Management LLC 0.07% 18,395 $319K
3 SageGuard Financial Group, LLC 0.03% 12,038 $209K
4 PFS Partners, LLC 0.02% 1,969 $34K
5 Sound Income Strategies, LLC 0.01% 6,771 $118K
6 Hilton Head Capital Partners, LLC 0.00% 494 $9K
7 Vermillion Wealth Management, Inc. 0.00% 500 $9K
8 Farther Finance Advisors, LLC 0.00% 3,594 $63K
9 Key FInancial Inc 0.00% 100 $2K
10 State of Alaska, Department of Revenue 0.00% 917
11 VALLEY NATIONAL ADVISERS INC 0.00% 100
12 Oakworth Capital, Inc. 0.00% 25
13 IFP Advisors, Inc 0.00% 45
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added GLAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GLAD?

Slight buying edge — 54% buying: Last quarter: 44 funds bought or added vs 38 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 GLAD holders?

Strong quality — 26% AUM from major funds: 11 of 80 holders rank in the top 100 by AUM, accounting for 26% 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 GLAD?

Mostly new holders — 36% entered in last year: Only 4 funds (5%) 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.

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.