Company · Ownership research

GLADSTONE INVESTMENT CORPORATION\DE GAIN

CIK 0001321741 · CUSIP 376546107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 376546107 (GAIN), not CUSIP 376546907 (GAIN), and does not merge CUSIPs.

This page lists the top 20 of 93 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Union Bancaire Privee, UBP SA CIK 1716607 · View history	$32.96M 15,393 shares	0.39%	-4.41K(-22.30%)Reduced	SEC filing ↗ Jan 5, 2026	▾
02	Melia Wealth LLC CIK 1964047 · View history	$15.75M 1,127,296 shares	7.28%	-70.30K(-5.90%)Reduced	SEC filing ↗ Feb 9, 2026	▾
03	VAN ECK ASSOCIATES CORP CIK 869178 · View history	$11.16M 798,954 shares	0.01%	-55.78K(-6.50%)Reduced	SEC filing ↗ Feb 13, 2026	▾
04	UBS Group AG CIK 1610520 · View history	$9.96M 713,016 shares	0.00%	+228.17K(+47.10%)Added	SEC filing ↗ Jan 29, 2026	▾
05	MORGAN STANLEY CIK 895421 · Amended · View history	$4.69M 335,654 shares	0.00%	+17.72K(+5.60%)Added	SEC filing ↗ May 27, 2026	▾
06	BlackRock, Inc. CIK 2012383 · View history	$4.47M 319,773 shares	0.00%	+4.17K(+1.30%)Added	SEC filing ↗ Feb 12, 2026	▾
07	PFG Advisors CIK 1694435 · View history	$4.26M 305,248 shares	0.21%	+205.50K(+206.00%)Added	SEC filing ↗ Jan 27, 2026	▾
08	Legal & General Group Plc CIK 764068 · View history	$3.83M 273,752 shares	0.00%	+51.20K(+23.00%)Added	SEC filing ↗ Feb 9, 2026	▾
09	OUTFITTERS FINANCIAL LLC CIK 1846505 · View history	$2.85M 204,345 shares	2.25%	+2.45K(+1.20%)Added	SEC filing ↗ Jan 28, 2026	▾
10	LPL Financial LLC CIK 1403438 · View history	$2.71M 193,933 shares	0.00%	-1.82K(-0.90%)Reduced	SEC filing ↗ Feb 11, 2026	▾
11	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$2.66M 190,243 shares	0.00%	+190.24KNew	SEC filing ↗ Feb 17, 2026	▾
12	MARSHALL WACE, LLP CIK 1318757 · View history	$2.30M 164,583 shares	0.00%	-130.76K(-44.30%)Reduced	SEC filing ↗ Feb 13, 2026	▾
13	BLAIR WILLIAM & CO/IL CIK 902367 · View history	$2.16M 154,482 shares	0.01%	-10.43K(-6.30%)Reduced	SEC filing ↗ Feb 17, 2026	▾
14	DAVENPORT & Co LLC CIK 887777 · View history	$1.93M 137,862 shares	0.01%	+2.60K(+1.90%)Added	SEC filing ↗ Jan 12, 2026	▾
15	Cassaday & Co Wealth Management LLC CIK 1963612 · View history	$1.84M 132,000 shares	0.04%	+4.00K(+3.10%)Added	SEC filing ↗ Feb 3, 2026	▾
16	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$1.56M 111,418 shares	0.00%	+111.42KNew	SEC filing ↗ Feb 17, 2026	▾
17	Legacy Capital Wealth Partners, LLC CIK 1766228 · View history	$1.56M 111,329 shares	0.33%	+10.12K(+10.00%)Added	SEC filing ↗ Jan 16, 2026	▾
18	Atlantic Union Bankshares Corp CIK 883948 · View history	$1.36M 97,164 shares	0.03%	-2.63K(-2.60%)Reduced	SEC filing ↗ Feb 4, 2026	▾
19	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$1.32M 94,780 shares	0.02%	-19.05K(-16.70%)Reduced	SEC filing ↗ Aug 21, 2026	▾
20	Baird Financial Group, Inc. CIK 1648711 · View history	$1.27M 90,801 shares	0.00%	+1(0.00%)Added	SEC filing ↗ Feb 13, 2026	▾

Showing 20 / 93 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

6,667,795

Not deduplicated across managers

Disclosed value

$125.90M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

GLADSTONE INVESTMENT CORPORATION\DE · Q4 2025

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.