AI summary pending
View Full Filing (SEC EDGAR)Palmer Square Capital Bdc In
$9.69+1.4%
+$6.0M
Net Activity
-4.91% total shares
Institutions Holding
41
Popularity Rank
#6679
Avg Weight
2.50%
Total Value
$164.3M
Market Cap
$311.4M
41 institutions currently hold PSBD, with 26 net buyers and 16 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
16
Net Buying Institutions
26
Top 5 by Value
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Across its top 20 institutional holders, PSBD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 30/100, avg. turnover score 50/100).
PSBD ranks #6679 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
PSBD is a top-conviction position for OV Management LLC — at 72.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Opal Wealth Advisors, LLC has added to its PSBD position for two straight quarters, increasing it by $538.1K to reach $1.7M today.
Confluence Investment Management LLC has trimmed its PSBD position for two straight quarters, cutting it by $29.2K while still holding $172.9K.
PSBD is up 1.4% today, and institutions have been net buyers of $6.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
PSBD reported a net loss of $3.2M in its latest fiscal year.
+$10.4M
Total Buy Value
$13.7M
Total Sell Value
26
Net Buyers
16
Net Sellers
PSBD
Q2 2026
Top 5 Institutional Movers
+$4.5M
+$2.8M
+$2.4M
PSBD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Alaris Master Fund LP | 13G/A | 2026-07-02 | 4.9% |
6
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)On August 3, 2026, Palmer Square Capital BDC (ticker: PSBD) announced that its board unanimously appointed Ben Wiesenfeld as the company's new Chief Compliance Officer, effective immediately. He takes over from Scott Betz, who will remain with the company as Chief Operating Officer, also effective August 3. The filing notes there are no arrangements, family relationships, or related-party transactions tied to the changes that would require disclosure.
View Full Filing (SEC EDGAR)Palmer Square Capital BDC Inc. (PSBD) released a press release on August 5, 2026, announcing its financial results for the quarter ended June 30, 2026. This 8-K is a routine filing that attaches that press release as Exhibit 99.1, and it notes the information is “furnished” rather than “filed” under SEC rules. No specific numbers are included in this excerpt.
View Full Filing (SEC EDGAR)69702V107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 institutions — one of the most-tracked stocks on AlphaSMO
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