Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GOLUB CAP BDC INC (GBDC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — GBDC

Based on 324 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added GBDC 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
324 hedge funds hold GBDC 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 — +6% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

162 buying159 selling
Last quarter: 162 funds bought or added vs 159 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.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new GBDC position: 46 → 33 → 42 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
181 out of 324 hedge funds have held GBDC 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.
📈

Growing discovery — still being found

63 → 46 → 33 → 42 → 63 new funds/Q
New funds entering each quarter: 46 → 33 → 42 → 63. A growing number of institutions are discovering GBDC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Of 326 current holders: 196 (60%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
21 of 324 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: GBDC

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

Market Analysis: GBDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GBDC

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 6 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: GBDC
2026 Q1 Stats Unlock in 12 days 326 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 326 302 7.95%
13F Shares 111M 101M 9.4%
Total Value $1.48B $1.39B 7.07%
New Positions 63 42 +21
Increased Positions 100 124 -24
Closed Positions 40 40 -
Reduced Positions 121 87 +34
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: GBDC

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

326 + investors

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

Top 25 institutional holders of GBDC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 8.79% 1,985,488 $25.1M
2 Granite FO LLC 2.82% 376,295 $4.8M
3 Sound Income Strategies, LLC 2.26% 3,750,533 $46.9M
4 Next Capital Management LLC 2.17% 567,205 $7.2M
5 Prairiewood Capital, LLC 1.91% 521,431 $6.6M
6 Tranquility Partners, LLC 1.73% 362,806 $4.6M
7 GraniteShares Advisors LLC 1.63% 179,126 $2.3M
8 Silverberg Bernstein Capital Management LLC 1.06% 152,277 $1.9M
9 TRED AVON FAMILY WEALTH, LLC 1.04% 247,203 $3.1M
10 General Partner, Inc. 0.95% 123,041 $1.6M
11 SHIKIAR ASSET MANAGEMENT INC 0.92% 251,300 $3K
12 STRS OHIO 0.86% 17,140,532 $217.0M
13 Generali Asset Management SPA SGR 0.69% 2,630,739 $33.3M
14 CURA WEALTH ADVISORS, LLC 0.68% 120,200 $1.5M
15 STABLEFORD CAPITAL II LLC 0.68% 143,662 $1.8M
16 SIGMA INVESTMENT COUNSELORS INC 0.63% 936,373 $11.9M
17 Whipplewood Advisors, LLC 0.55% 84,040 $1.1M
18 Allen Investment Management, LLC 0.53% 3,365,900 $42.6M
19 DENALI ADVISORS LLC 0.51% 365,282 $4.6M
20 Naviter Wealth, LLC 0.40% 255,997 $3.2M
21 OneAscent Investment Solutions LLC 0.40% 31,432 $398K
22 United Advisor Group, LLC 0.38% 242,315 $3.1M
23 J.M. Arbour, LLC 0.35% 28,888 $366K
24 Berkeley Capital Partners, LLC 0.34% 117,050 $1.5M
25 Bayshore Capital Advisors, LLC 0.32% 60,000 $760K
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 — GOLUB CAP BDC INC (GBDC)

What does the Smart Money Trend signal show for GBDC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GBDC 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 GBDC?

Slight buying edge — 50% buying: Last quarter: 162 funds bought or added vs 159 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 GBDC holders?

Smaller funds dominant — 18% AUM from top-100: 21 of 324 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GBDC?

56% of holders stayed for 2+ years: 181 out of 324 hedge funds have held GBDC 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.