Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gladstone Cap Corp (GLAD)

77 + 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
↓ -3
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — GLAD

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 91% of 3.0Y peak

91% of all-time peak
80 funds currently hold this stock — 91% 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 — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

39 buying39 selling
Last quarter: 39 funds bought or added vs 39 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 31% new

30% conviction (2yr+) 39% medium 31% new
Of the 80 current holders: 24 (30%) held >2 years, 31 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +38% but shares only +9% — price-driven

Value
+38%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

13 → 17 → 19 → 16 → 14 new funds/Q
New funds entering each quarter: 17 → 19 → 16 → 14. GLAD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 4% veterans, 43% new entrants

4% veterans 54% 1-2yr 43% new
Of 82 current holders: 3 (4%) held 2+ years, 44 held 1–2 years, 35 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
17 of 77 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — GLAD

In 2026 Q2, 39 hedge funds were net buyers of GLAD (14 opened a new position, 25 added to an existing one), while 39 reduced or exited (22 trimmed, 17 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 44% of total institutional value in GLAD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 80.

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 Q2 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 June 30, 2026 · 59d ago
GLAD
+2.2%
XLF
+8.4%

GLAD outperformed XLF by -6.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 14d ago
GLAD
+1.2%
XLF
-0.1%

Since the filing became public, GLAD outperformed XLF by +1.3% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: GLAD
77 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 77 83 -7.23%
13F Shares 3M 3M 9.26%
Total Value $58M $42M 38.33%
New Positions 14 16 -2
Increased Positions 24 15 +9
Closed Positions 17 21 -4
Reduced Positions 21 26 -5
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: GLAD

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Institutional Holders (2026 Q2)

77 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 2.45% 105,280 $2.0M
2 Legacy Capital Wealth Partners, LLC 0.33% 89,112 $1.7M
3 Miller Global Investments, LLC 0.26% 16,003 $311K
4 B. Riley Wealth Advisors, Inc. 0.14% 135,581 $2.6M
5 Bearing Point Capital, LLC 0.10% 37,000 $719K
6 Virtus Investment Advisers, LLC 0.09% 19,977 $388K
7 Shulman DeMeo Asset Management LLC 0.06% 17,396 $338K
8 Ameriflex Group, INC. 0.05% 6,210 $121K
9 Campbell & CO Investment Adviser LLC 0.04% 39,226 $762K
10 Denali Advisors LLC 0.04% 20,095 $390K
11 PDT Partners, LLC 0.03% 32,116 $624K
12 Kovack Advisors, Inc. 0.02% 25,670 $506K
13 Advisors Asset Management, Inc. 0.02% 73,780 $1.4M
14 International Assets Investment Management, LLC 0.02% 15,989 $315K
15 Ausdal Financial Partners, Inc. 0.02% 24,288 $472K
16 Hennion & Walsh Asset Management, Inc. 0.02% 32,181 $625K
17 PFS Partners, LLC 0.02% 1,969 $38K
18 Ritter Daniher Financial Advisory LLC / DE 0.01% 3,222 $63K
19 Eagle Global Advisors LLC 0.01% 12,355 $240K
20 Cassaday & Co Wealth Management LLC 0.01% 17,507 $340K
21 Van Eck Associates Corp 0.01% 456,227 $8.9M
22 Hilton Head Capital Partners, LLC 0.00% 494 $10K
23 Beacon Pointe Advisors, LLC 0.00% 53,457 $1.0M
24 Triumph Capital Management 0.00% 1,300 $25K
25 Pinnacle Wealth Planning Services, Inc. 0.00% 2,280 $44K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 50% buying: Last quarter: 39 funds bought or added vs 39 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?

Elite ownership — 44% AUM from top-100 funds: 17 of 77 holders are among the 100 largest funds by AUM, controlling 44% 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?

Mixed — 30% long-term, 31% new: Of the 80 current holders: 24 (30%) held >2 years, 31 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Gladstone Cap Corp (GLAD) following the 2026 Q2 hedge fund 13F filings?

As of today, GLAD has moved +1.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.1% for the XLF sector ETF — an outperformance of +1.3%. Since the quarter end (June 30, 2026), GLAD has gained +2.2% vs +8.4% 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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