Carlyle Secured Lending Inc (CGBD) Institutional Investor Snapshot (140 Funds, Q2 2026)

CGBD ranks #3837 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

CGBD is a top-conviction position for North Ground Capital — at 7.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CGBD belongs to Creative Planning, but the position matters far more to North Ground Capital, who has 7.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Russell Investments Group, Ltd. has added to its CGBD position for two straight quarters, increasing it by $6.6M to reach $9.2M today.

Creative Planning has trimmed its CGBD position for two straight quarters, cutting it by $10.8M while still holding $32.5M.

CGBD is up 0.1% today, and institutions have been net buyers of $37.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CGBD closed its latest fiscal year with net income of $70.0M, and currently trades at a P/E of 11.4.

• Profitable — net income of $70.0M in the latest fiscal year
• Net income declined year over year, from $89.0M to $70.0M
• Operating cash flow was negative, using $204.6M in cash