Carlyle Secured Lending
CGBD
10.40
-0.10
-0.95%
Carlyle Secured Lending
US · CGBD
#3494 by market cap
Listed 2017
10.40
-0.10
-0.95%
Live - 5344 symbols - heartbeat 458s ago
· 2026-10-07 19:54
After-hours
10.35
-0.48%
- Market cap
- 715.57M
- P/E (TTM)i
- 20.39
- P/Bi
- 0.66
- EPSi
- 1.01
- Div yieldi
- 14.90%
- 52W posi
- 38%
Reader sentiment
Are you bullish or bearish on CGBD?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership fell 4.6 percentage points.
Institutional ownership
- Held by institutions
- 41.52% -4.55pp
- Institutions
- 158 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund28.27%
Public Company5.21%
Hedge Fund4.39%
VC/PE Fund1.42%
Private Company1.04%
REIT0.90%
Individual/Insider0.33%
Family Office/Trust0.29%
Other58.15%
Top holders as of 2026-06-30
Creative Planning, Inc.
4.49% · 3.09M sh
Morgan Stanley
4.07% · 2.80M sh
Van Eck Associates Corporation
2.54% · 1.75M sh
UBS Asset Management
2.03% · 1.40M sh
Choreo, LLC
1.98% · 1.36M sh
RiverNorth Capital Management, LLC
1.85% · 1.27M sh
Invesco Capital Management LLC
1.72% · 1.18M sh
Lalia Capital, LLC
1.35% · 927.33K sh
Russell Investment Management, LLC
1.27% · 870.51K sh
Muzinich & Co., Inc.
1.08% · 741.28K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
38 filings tracked · 24 buys · 11 sells
| Name | Role | Stake |
|---|---|---|
| Thomas Hennigan | CFO & Chief Risk Officer | 0.16% |
| Linda Pace | Chairperson | 0.08% |
| Nigel D. Andrews | Independent Director | 0.04% |
| Michael Hadley | VP & Head of Underwriting | 0.03% |
| Alex Chi | CEO, Head of Direct Lending, Deputy Chief Investment Officer of Carlyle Global Credit & Director | 0.01% |
| Nelson Joseph | Principal Accounting Officer | 0.00% |
| Leslie Bradford | Independent Director | 0.00% |
| Joshua Lefkowitz | Chief Compliance Officer & Secretary | 0.00% |
| Frank Taylor | Treasurer | 0.00% |
| John Nestor | Independent Director | -- |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-11 | John Nestor | Independent Director | Open Market Disposition | -16,812 | $11.18–11.24 |
| 2026-05-31 | John Nestor | Independent Director | Open Market Disposition | -1,617 | $10.97 |
| 2026-05-14 | John Nestor | Independent Director | Open Market Disposition | -6,055 | $11.22–11.22 |
| 2026-03-19 | Frank Taylor | Treasurer | Open Market Acquisition | +232 | $11.22 |
| 2026-03-08 | Alex Chi | CEO, Head of Direct Lending, Deputy Chief Investment Officer of Carlyle Global Credit & Director | Open Market Acquisition | +9,000 | $10.79 |
| 2026-03-05 | John Nestor | Independent Director | Private Disposition | -4,401 | $11.28–11.29 |
| 2026-03-03 | Thomas Hennigan | CFO & Chief Risk Officer | Open Market Acquisition | +4,430 | $11.26 |
| 2026-02-17 | Alex Chi | CEO, Head of Direct Lending, Deputy Chief Investment Officer of Carlyle Global Credit & Director | Initial Statement of Beneficial | 0 | -- |
| 2026-02-17 | Frank Taylor | Treasurer | Initial Statement of Beneficial | 0 | -- |
| 2025-12-30 | John Nestor | Independent Director | Other Acquisition | +2,857 | -- |
| 2025-12-30 | Nigel D. Andrews | Independent Director | Other Acquisition | +2,773 | -- |
| 2025-11-13 | John Nestor | Independent Director | Open Market Disposition | -7,085 | $11.87 |
| 2025-11-12 | Thomas Hennigan | CFO & Chief Risk Officer | Open Market Acquisition | +8,400 | $12.04 |
| 2025-11-09 | Nelson Joseph | Principal Accounting Officer | Open Market Acquisition | +1,500 | $11.84 |
| 2025-08-19 | Thomas Hennigan | CFO & Chief Risk Officer | Open Market Acquisition | +7,285 | $13.75 |
| 2025-08-17 | John Nestor | Independent Director | Open Market Disposition | -13,238 | $13.49 |
| 2025-05-19 | John Nestor | Independent Director | Other Disposition | -1,650 | -- |
| 2025-03-26 | Alexander Popov | VP & Head of Illiquid Credit | Other Acquisition | +13,376 | -- |
| 2025-03-26 | Linda Pace | Chairperson | Other Acquisition | +14,862 | -- |
| 2025-03-26 | Mark Jenkins | Head of Carlyle Global Credit & Director | Other Acquisition | +29,724 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.