GAIN
GLADSTONE INVESTMENT CORPORATION\DEMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $11 | $16 | +55% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw 2× in & out | Q4 2025 | Q1 2026 | → $14 | +2% |
| Millennium Management 2× in & out | Q1 2025 | Q1 2026 | → $14 | +10% |
| Citadel Advisors 2× in & out | Q2 2025 | Q3 2025 | → $14 | +5% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at GLADSTONE INVESTMENT CORPORATIONDE. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 19, 2026 — the most recent Form 4 on file — not from today.
- Form 40002045064-26-000002May 19, 2026
- Form 40001062993-24-020852Dec 18, 2024
- Form 40001062993-24-020590Dec 13, 2024
- Form 40001062993-24-017577Oct 11, 2024
- Form 40001062993-23-020250Nov 7, 2023
- Form 40001062993-23-016000Aug 8, 2023
- Form 40001062993-23-007142Mar 17, 2023
- Form 40001062993-23-006926Mar 15, 2023
- Form 40001062993-23-002349Feb 7, 2023
- Form 40001062993-22-024018Dec 16, 2022
- Form 40001062993-22-018451Aug 19, 2022
- Form 40001062993-22-014875Jun 15, 2022
- Form 40001062993-22-013111May 20, 2022
- Form 40001062993-22-005573Feb 24, 2022
- Form 40001062993-22-005325Feb 23, 2022
Fundamentals
XBRL · GLADSTONE INVESTMENT CORPORATION\DEAnnual figures sourced directly from GLADSTONE INVESTMENT CORPORATION\DE's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for GLADSTONE INVESTMENT CORPORATION\DE — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 2, 2026
- 8-KMaterial eventMay 12, 2026
- 10-KAnnual reportMay 12, 2026
- 8-KMaterial eventMar 23, 2026
- 8-KMaterial eventFeb 18, 2026
- 8-KMaterial eventFeb 11, 2026
- 8-KMaterial eventFeb 3, 2026
- 10-QQuarterly reportFeb 3, 2026
- 8-KMaterial eventNov 14, 2025
- 8-KMaterial eventNov 10, 2025
- 8-KMaterial eventNov 4, 2025
- 10-QQuarterly reportNov 4, 2025
- 8-KMaterial eventAug 12, 2025
- 10-QQuarterly reportAug 12, 2025
- 8-KMaterial eventAug 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q1 2026 | open | $14 | $16 | +20% |
| D.E. Shaw | Q4 2025 | Q1 2026 | $13 | $14 | +2% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $13 | $14 | +5% |
| D.E. Shaw | Q1 2025 | Q3 2025 | $12 | $14 | +11% |
| Millennium Management | Q1 2025 | Q1 2026 | $12 | $14 | +10% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $11 | $12 | +18% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $11 | $13 | +27% |
| Millennium Management | Q3 2024 | Q4 2024 | $11 | $12 | +13% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.