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Carlyle Secured Lending, Inc. (CGBD) institutional ownership

Latest close $10.04 Jul 24, 2026
Market cap$999M 52-week range SectorFinancial Services
Funds holding · Q1 2026
144
reported CGBD position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
74 buyers · 70 sellers

Carlyle Secured Lending, Inc. (CGBD) price and institutional activity

Dates

Q1 2026

$0 bought by 74 investors
Invesco Ltd.Russell Investments Group, Ltd. +72 more
$0 sold by 70 investors
Rivernorth Capital Management, LLCNorth Ground Capital +68 more
Bought Sold Totals per quarter; hover a bar for the names.

Carlyle Secured Lending, Inc. (CGBD) institutional activity · 144

Investor Type Est. change Change Δ Own Date
Rivernorth Capital Management, LLC · Reduced
Change −628K Date Q1 2026
Rivernorth Capital Management, LLC Reduced· Q1 2026 −628K Q1 2026
North Ground Capital · Reduced
Change −525K Date Q1 2026
North Ground Capital Reduced· Q1 2026 −525K Q1 2026
Invesco Ltd. · Added
Change +423K Δ Own +47.7% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +423K +47.7% Q1 2026
Russell Investments Group, Ltd. · Added
Change +385K Date Q1 2026
Russell Investments Group, Ltd. Added· Q1 2026 +385K Q1 2026
Van Eck Associates Corp · Reduced
Change −380K Date Q1 2026
Van Eck Associates Corp Reduced· Q1 2026 −380K Q1 2026
UBS Group AG · Added
Change +374K Date Q1 2026
UBS Group AG Added· Q1 2026 +374K Q1 2026
Alpine Global Management, LLC · Reduced
Change −342K Date Q1 2026
Alpine Global Management, LLC Reduced· Q1 2026 −342K Q1 2026
Two Sigma Advisers, LP · Exited
Change −300K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −300K −100.0% Q1 2026
Jane Street Group, LLC · Exited
Change −256K Δ Own −100.0% Date Q1 2026
Jane Street Group, LLC Exited· Q1 2026 −256K −100.0% Q1 2026
Ares Management LLC · New
Change +240K Date Q1 2026
Ares Management LLC New· Q1 2026 +240K Q1 2026
Creative Planning · Reduced
Change −234K Date Q1 2026
Creative Planning Reduced· Q1 2026 −234K Q1 2026
BlackRock · Reduced
Change −211K Date Q1 2026
BlackRock Reduced· Q1 2026 −211K Q1 2026
Significant Wealth Partners LLC · New
Change +162K Date Q1 2026
Significant Wealth Partners LLC New· Q1 2026 +162K Q1 2026
Closed-End Fund Advisors, Inc. · Reduced
Change −157K Date Q1 2026
Closed-End Fund Advisors, Inc. Reduced· Q1 2026 −157K Q1 2026
Arax Advisory Partners · Added
Change +155K Date Q1 2026
Arax Advisory Partners Added· Q1 2026 +155K Q1 2026
Data through Q1 2026 · filed Jun 4, 2026
15 of 144

Famous investor activity in Carlyle Secured Lending, Inc. (CGBD)

Carlyle Secured Lending, Inc. (CGBD) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Nestor John G. · Director Sell −$18K
Price $10.97 Qty −2K Owned 3K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Nestor John G. Director Sell $10.97 −2K −$18K 3K Jun 1, 2026 Jun 2, 2026
Nestor John G. · Director 3 operations −$68K
Price $11.21–$11.22 Qty −6K Owned 5K Trade date May 15, 2026 Filed date May 20, 2026
Nestor John G. Director 3 operations $11.21–$11.22 −6K −$68K 5K May 15, 2026 May 20, 2026
Taylor Francis · Officer Buy +$3K
Price $11.22 Qty +232 Owned 441 Trade date Mar 20, 2026 Filed date Mar 23, 2026
Taylor Francis Officer Buy $11.22 +232 +$3K 441 Mar 20, 2026 Mar 23, 2026
Chi Alex · Director, Officer Buy +$97K
Price $10.79 Qty +9K Owned 9K Trade date Mar 9, 2026 Filed date Mar 10, 2026
Chi Alex Director, Officer Buy $10.79 +9K +$97K 9K Mar 9, 2026 Mar 10, 2026
Nestor John G. · Director 2 operations −$50K
Price $11.28–$11.29 Qty −4K Owned 10K Trade date Mar 6, 2026 Filed date Mar 9, 2026
Nestor John G. Director 2 operations $11.28–$11.29 −4K −$50K 10K Mar 6, 2026 Mar 9, 2026
Hennigan Thomas M. · Director, Officer Buy +$50K
Price $11.26 Qty +4K Owned 101K Trade date Mar 4, 2026 Filed date Mar 5, 2026
Hennigan Thomas M. Director, Officer Buy $11.26 +4K +$50K 101K Mar 4, 2026 Mar 5, 2026
Andrews Nigel T. · Director Other Form 4 events 3K
Owned 28K Trade date Dec 31, 2025 Filed date Feb 13, 2026
Andrews Nigel T. Director Other Form 4 events 3K 28K Dec 31, 2025 Feb 13, 2026
Nestor John G. · Director 3 operations 3K
Owned 13K Trade date Dec 31, 2025 Filed date Feb 13, 2026
Nestor John G. Director 3 operations 3K 13K Dec 31, 2025 Feb 13, 2026
Nestor John G. · Director Sell −$84K
Price $11.87 Qty −7K Owned 8K Trade date Nov 14, 2025 Filed date Dec 2, 2025
Nestor John G. Director Sell $11.87 −7K −$84K 8K Nov 14, 2025 Dec 2, 2025
Hennigan Thomas M. · Director, Officer Buy +$101K
Price $12.04 Qty +8K Owned 97K Trade date Nov 13, 2025 Filed date Nov 17, 2025
Hennigan Thomas M. Director, Officer Buy $12.04 +8K +$101K 97K Nov 13, 2025 Nov 17, 2025
Joseph Nelson · Officer Buy +$18K
Price $11.84 Qty +2K Owned 2K Trade date Nov 10, 2025 Filed date Nov 12, 2025
Joseph Nelson Officer Buy $11.84 +2K +$18K 2K Nov 10, 2025 Nov 12, 2025
Hennigan Thomas M. · Director, Officer Buy +$100K
Price $13.75 Qty +7K Owned 88K Trade date Aug 20, 2025 Filed date Aug 21, 2025
Hennigan Thomas M. Director, Officer Buy $13.75 +7K +$100K 88K Aug 20, 2025 Aug 21, 2025
Nestor John G. · Director Sell −$179K
Price $13.49 Qty −13K Owned 15K Trade date Aug 18, 2025 Filed date Aug 21, 2025
Nestor John G. Director Sell $13.49 −13K −$179K 15K Aug 18, 2025 Aug 21, 2025
13 of 13

Carlyle Secured Lending, Inc. (CGBD) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Carlyle Group Inc. 5.3M
% of shares outstanding 8.9% Filing date Sep 3, 2021
Carlyle Group Inc. 5.3M 8.9% Sep 3, 2021
1 of 1

Carlyle Secured Lending, Inc. (CGBD) ownership FAQ

Who owns CGBD?

144 reporting institutions disclosed CGBD position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.