Gladstone InvestmentGAIN
13F holders, Q1 2026 (March 31)90holders −2
14new positions
14sold out
1famous investor
$14.20avg. 13F price*
At the end of Q1 2026, 90 institutions reported holding Gladstone Investment Corp. (GAIN) in their 13F filings, down 2 from Q4 2025. 14 opened new positions and 14 sold out. The largest holders were Melia Wealth LLC ($15.2M), Two Sigma Investments, LP ($11.4M) and UBS Group AG ($10.4M). One famous investor held it Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Gladstone Investment Corp.
- CUSIP
- 376546107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.5M |
| Exits | 14 | $4.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,105,781 shares bought and 837,840 shares sold, net +267,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Melia Wealth LLC | 7.35% | Reduce -5.1% | 1,069,486 | $15.2M |
| Two Sigma Investments, LP | 0.01% | Add +322.8% | 804,263 | $11.4M |
| UBS Group AG | 0.00% | Add +2.7% | 732,231 | $10.4M |
| Van Eck Associates Corp. | 0.01% | Reduce -25.9% | 591,928 | $8.4M |
| Morgan Stanley | 0.00% | Add +0.7% | 338,072 | $4.8M |
| PFG Advisors | 0.22% | Add +3.3% | 315,330 | $4.5M |
| Legal & General Group Plc | 0.00% | Add +9.8% | 300,698 | $4.3M |
| BlackRock, Inc. | 0.00% | Reduce -35.1% | 207,403 | $2.9M |
| Outfitters Financial LLC | 2.25% | Add +0.4% | 205,120 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 187,438 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -5.7% | 145,754 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +1.4% | 139,862 | $2.0M |
| Tudor Investment Corporation | 0.01% | New | 125,209 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.35% | Add +7.0% | 119,068 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +15.0% | 108,973 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 103,510 | $1.5M |
| Atlantic Union Bankshares Corp | 0.03% | No change | 97,164 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +7.7% | 95,255 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 90,300 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -40.1% | 79,000 | $1.1M |
| United Advisor Group, LLC | 0.14% | Add +9.7% | 77,612 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +398.1% | 69,763 | $991K |
| Albert D Mason Inc. | 0.62% | Add +1.6% | 67,936 | $965K |
| Royal Bank of Canada | 0.00% | Reduce -12.2% | 58,179 | $826K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 47,934 | $681K |
| Susquehanna International Group, LLP | 0.00% | Add +50.1% | 46,142 | $655K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -13.9% | 43,425 | $621K |
| Invesco Ltd. | 0.00% | Reduce -20.3% | 43,241 | $614K |
| Virtus Investment Advisers, LLC | 0.16% | Reduce -17.1% | 41,033 | $583K |
| Garner Asset Management Corp | 0.19% | Reduce -5.0% | 34,493 | $490K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 31,653 | $449K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 29,188 | $414K |
| Independent Financial Group, LLC | 0.01% | Reduce -32.0% | 24,978 | $355K |
| Focus Partners Wealth | 0.00% | Add +2.2% | 20,743 | $295K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 19,976 | $284K |
| Ameriflex Group, Inc. | 0.14% | Add +0.3% | 19,358 | $275K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 18,511 | $263K |
| Greenwood Gearhart LLC | 0.01% | New | 17,900 | $254K |
| Wells Fargo & Company | 0.00% | Add +17.9% | 17,418 | $247K |
| Simplex Trading, LLC | 0.01% | New | 15,997 | $227K |
| Prosperity Financial Group, Inc. | 0.08% | Reduce -1.9% | 15,700 | $223K |
| Private Advisor Group, LLC | 0.00% | Add +2.4% | 14,628 | $208K |
| Ameriprise Financial Inc. | 0.00% | New | 13,959 | $198K |
| Creative Planning | 0.00% | New | 13,246 | $188K |
| Foundations Investment Advisors, LLC | 0.00% | Add +1.2% | 12,116 | $172K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.1% | 12,015 | $171K |
| HighTower Advisors, LLC | 0.00% | New | 11,572 | $164K |
| Hardy Reed LLC | 0.01% | Add +1.7% | 11,300 | $160K |
| First Affirmative Financial Network | 0.06% | — | 10,903 | $155K |
| Sound Income Strategies, LLC | 0.01% | No change | 10,740 | $154K |
| NorthRock Partners, LLC | 0.00% | No change | 10,262 | $146K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.4% | 10,258 | $146K |
| Abel Hall, LLC | 0.03% | No change | 10,000 | $142K |
| HRT Financial LP | 0.00% | New | 10,017 | $142K |
| Register Financial Advisors LLC | 0.05% | No change | 9,500 | $135K |
| State of Wyoming | 0.02% | Reduce -35.8% | 9,421 | $134K |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.2% | 6,143 | $87K |
| Allworth Financial LP | 0.00% | Add +0.6% | 5,196 | $74K |
| North Star Investment Management Corp. | 0.00% | No change | 5,000 | $71K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -76.8% | 3,570 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,000 | $43K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,190 | $31K |
| Kentucky Trust Co | 0.01% | No change | 2,000 | $28K |
| Burk Holdings LLC | 0.01% | New | 1,706 | $24K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +1.8% | 1,570 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,467 | $21K |
| MAI Capital Management | 0.00% | No change | 1,407 | $20K |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 1,388 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,200 | $17K |
| Signaturefd, LLC | 0.00% | Add +8.1% | 1,080 | $15K |
| Fifth Third Bancorp | 0.00% | New | 1,049 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +20000.0% | 1,005 | $14K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 800 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 766 | $11K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.9% | 717 | $10K |
| Pflug Koory, LLC | 0.00% | No change | 675 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.2% | 658 | $9K |
| Assetmark, Inc. | 0.00% | No change | 622 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.6% | 602 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $9K |
| Larson Financial Group LLC | 0.00% | Add +1.7% | 236 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.0% | 221 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 200 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 150 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 100 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 37 | $526 |
| BNP Paribas Financial Markets | 0.00% | New | 14 | $199 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $142 |
| Citigroup Inc. | 0.00% | Reduce -99.0% | 8 | $114 |
| Huntington National Bank | 0.00% | New | 1 | $14 |
"% of holder's portfolio" is GAIN's weight in each manager's 13F, not the share of Gladstone Investment Corp. the manager owns.