Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gladstone Invt Corp (GAIN)

95 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — GAIN

Based on 97 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GAIN 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
97 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

44 buying44 selling
Last quarter: 44 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 — ~19 new funds per quarter

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

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
63 out of 97 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.
💰

Price up while funds trimmed (+7% value, -9% shares)

Value
+6%
Shares
-8%
Last quarter: total value of institutional GAIN holdings rose +7% even though funds reduced share count by 9%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~19 new funds/quarter

12 → 16 → 17 → 16 → 19 new funds/Q
New funds entering each quarter: 16 → 17 → 16 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 100 holders: 71 (71%) are 2+ year veterans, 11 entered 1–2 years ago, and 18 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
19 of 95 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 44 hedge funds were net buyers of GAIN (19 opened a new position, 25 added to an existing one), while 44 reduced or exited (32 trimmed, 12 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 38% of total institutional value in GAIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 97.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: GAIN
95 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 95 90 5.56%
13F Shares 7M 8M -8.74%
Total Value $113M $106M 6.89%
New Positions 19 16 +3
Increased Positions 24 29 -5
Closed Positions 12 17 -5
Reduced Positions 30 25 +5
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: GAIN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

95 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melia Wealth LLC 5.84% 656,313 $10.1M
2 Outfitters Financial LLC 2.20% 203,370 $3.1M
3 Albert D Mason Inc 0.61% 69,455 $1.1M
4 Legacy Capital Wealth Partners, LLC 0.34% 113,833 $1.8M
5 PFG Advisors 0.18% 236,628 $3.7M
6 Garner Asset Management Corp 0.16% 32,493 $502K
7 Ameriflex Group, INC. 0.12% 18,858 $292K
8 United Advisor Group, LLC 0.12% 72,190 $1.1M
9 Virtus Investment Advisers, LLC 0.08% 22,223 $344K
10 Prosperity Financial Group, Inc. 0.08% 15,700 $243K
11 Register Financial Advisors LLC 0.05% 9,500 $147K
12 State of Wyoming 0.03% 17,916 $277K
13 Abel Hall, LLC 0.03% 10,000 $155K
14 Atlantic Union Bankshares Corp 0.02% 96,664 $1.5M
15 Advisors Asset Management, Inc. 0.02% 104,239 $1.6M
16 Cassaday & Co Wealth Management LLC 0.02% 62,500 $966K
17 Greenwood Gearhart LLC 0.02% 22,400 $346K
18 Aquatic Capital Management LLC 0.02% 29,776 $460K
19 Kentucky Trust Co 0.01% 2,000 $31K
20 Hardy Reed LLC 0.01% 11,472 $177K
21 DAVENPORT & Co LLC 0.01% 142,530 $2.2M
22 Burk Holdings LLC 0.01% 1,706 $26K
23 Confluence Investment Management LLC 0.01% 36,982 $572K
24 Van Eck Associates Corp 0.01% 804,098 $12.4M
25 Sound Income Strategies, LLC 0.01% 10,456 $162K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GAIN 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 GAIN?

Slight buying edge — 50% buying: Last quarter: 44 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 — 38% AUM from major funds: 19 of 95 holders rank in the top 100 by AUM, accounting for 38% 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?

65% of holders stayed for 2+ years: 63 out of 97 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.

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.

Full history →