Gladstone Investment Corporationde: which funds bought and sold
Institutions that bought and sold Gladstone Investment Corporationde shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 39 institutions that filed 13F reports for both quarters added to or opened positions in Gladstone Investment Corporationde, and 40 cut or closed them. Together they added a net 7,550 shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 174K shares (−16.8%); index fund managers were net buyers of 13K shares (+6.4%). 16 opened a new position and 11 sold out entirely.
Bought, Q2 2026 39 institutions, 16 of them new holders Sold, Q2 2026 40 institutions, 11 of them sold out
Net change, all compared +7,550 shares (+0.1%)
Net change, active managers −174K shares (−16.8%), 2 bought, 3 sold
Buyers versus sellers
39 bought 24 40 sold
Active managers and hedge funds 2 bought · 3 sold · −174K
Index fund managers 1 bought · 0 sold · +13K
Other institutions 36 bought · 37 sold · +168K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Cooper Creek Partners Management LLC | +576K New position | 576K | $8.9M |
| Van Eck Associates Corp | +212K +35.8% | 804K | $12.4M |
| Marshall Wace, LLP Hedge fund | +117K New position | 117K | $1.8M |
| Citadel Advisors LLC Hedge fund | +38K New position | 38K | $581,188 |
| Confluence Investment Management LLC | +37K New position | 37K | $571,742 |
| Legal & General Group PLC | +36K +12.1% | 337K | $5.2M |
| Aquatic Capital Management LLC | +30K New position | 30K | $460,337 |
| Invesco Ltd. | +29K +67.9% | 73K | $1.1M |
| Mackenzie Financial Corp | +16K New position | 16K | $247,515 |
| Blackrock, Inc. Index funds | +13K +6.4% | 221K | $3.4M |
| Bank Of America Corp | +13K New position | 13K | $195,399 |
| Morgan Stanley | +12K +3.5% | 350K | $5.4M |
| Cetera Investment Advisers | +10K +32.7% | 42K | $649,427 |
| Nomura Holdings Inc | +10K New position | 10K | $154,600 |
| Canada Life Assurance Co | +8,839 +20.4% | 52K | $805,000 |
| State Of Wyoming | +8,495 +90.2% | 18K | $276,981 |
| Integrated Wealth Concepts LLC | +7,962 New position | 7,962 | $123,096 |
| Raymond James Financial Inc | +6,310 +13.2% | 54K | $838,610 |
| Greenwood Gearhart LLC | +4,500 +25.1% | 22K | $346,304 |
| Wells Fargo & Company | +3,065 +17.6% | 20K | $316,673 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Marshall Wace, LLP Hedge fund | +117K New position | 117K | $1.8M |
| Citadel Advisors LLC Hedge fund | +38K New position | 38K | $581,188 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Melia Wealth LLC | −413K −38.6% | 656K | $10.1M |
| Two Sigma Investments, LP Hedge fund | −220K −27.4% | 584K | $9M |
| UBS Group AG | −114K −15.6% | 618K | $9.6M |
| Squarepoint Ops LLC Hedge fund | −104K Sold out | 0 | — |
| Pfg Advisors | −79K −25.0% | 237K | $3.7M |
| Jane Street Group, LLC | −70K Sold out | 0 | — |
| Susquehanna International Group, LLP | −46K Sold out | 0 | — |
| Independent Financial Group, LLC | −25K Sold out | 0 | — |
| Virtus Investment Advisers, LLC | −19K −45.8% | 22K | $343,568 |
| Cassaday & Co Wealth Management LLC | −17K −20.9% | 63K | $966,250 |
| Foundations Investment Advisors, LLC | −12K Sold out | 0 | — |
| Hightower Advisors, LLC | −12K Sold out | 0 | — |
| HRT Financial LP | −10K Sold out | 0 | — |
| Commonwealth Equity Services, LLC | −6,595 −22.6% | 23K | $349,290 |
| Simplex Trading, LLC | −6,138 −38.4% | 9,859 | $152,420 |
| United Advisor Group, LLC | −5,422 −7.0% | 72K | $1.1M |
| Legacy Capital Wealth Partners, LLC | −5,235 −4.4% | 114K | $1.8M |
| Advisors Asset Management, Inc. | −4,734 −4.3% | 104K | $1.6M |
| Tudor Investment Corp Et Al Hedge fund | −4,245 −3.4% | 121K | $1.9M |
| Osaic Holdings, Inc. | −4,232 −4.4% | 91K | $1.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Two Sigma Investments, LP Hedge fund | −220K −27.4% | 584K | $9M |
| Squarepoint Ops LLC Hedge fund | −104K Sold out | 0 | — |
| Tudor Investment Corp Et Al Hedge fund | −4,245 −3.4% | 121K | $1.9M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Cooper Creek Partners Management LLC | 576K | $8.9M |
| Marshall Wace, LLPHedge fund | 117K | $1.8M |
| Citadel Advisors LLCHedge fund | 38K | $581,188 |
| Confluence Investment Management LLC | 37K | $571,742 |
| Aquatic Capital Management LLC | 30K | $460,337 |
| Mackenzie Financial Corp | 16K | $247,515 |
| Bank Of America Corp | 13K | $195,399 |
| Nomura Holdings Inc | 10K | $154,600 |
| Integrated Wealth Concepts LLC | 7,962 | $123,096 |
| Russell Investments Group, Ltd. | 2,168 | $33,510 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Squarepoint Ops LLCHedge fund | 104K | $1.5M |
| Jane Street Group, LLC | 70K | $990,635 |
| Susquehanna International Group, LLP | 46K | $655,216 |
| Independent Financial Group, LLC | 25K | $354,688 |
| Foundations Investment Advisors, LLC | 12K | $172,052 |
| Hightower Advisors, LLC | 12K | $164,326 |
| HRT Financial LP | 10K | $142,000 |
| Mai Capital Management | 1,407 | $19,980 |
| Advisory Services Network, LLC | 200 | $2,840 |
| Quadrant Capital Group LLC | 37 | $526 |
Who holds the shares
- Institutions reporting
- 93
- Ten largest holders
- 67.2% of 13F-reported shares
- Index fund managers
- 3.2% of 13F-reported shares
- Active managers and hedge funds
- 12.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 2 | 3 | 2 | 1 | −174K | −16.8% |
| Index fund managers | 1 | 0 | 0 | 0 | +13K | +6.4% |
| Other institutions | 36 | 37 | 14 | 10 | +168K | +3.0% |
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