$CGBD

$10.49 +$0.23 (2.24%) Close

$CGBD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 68.8M shares outstanding

Who owns CGBD?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 78.7%

BlackRock, Inc. 22.5% · Invesco Ltd. 13.4%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

484

+62 vs last qtr

Net shares bought

+15.2M

by institutions in Q2 2026

New / sold out

111 / 49

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +2.9M
Vanguard Portfolio Management LLC +2.2M

Biggest sellers in Q2 2026

Rivernorth Capital Management, LLC SOLD OUT −1.3M
Deprince Race & Zollo Inc −885.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Carlyle Secured Lending Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+22.4%

+4.12% a year

Each share's claim on the business

−18.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$102M vs —

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years28% 3–5 years20% 1–3 years34% Under 1 year18%

Quarterly turnover

17.9%

of institutional shares changed hands

Top 10 managers, median time held

3 years

Super Investors

Investment managers reporting CGBD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	15.5M	22.50%	+2.9M (+22.9%)	≤2021	0.0%
Shares held by quarter Peak holding15.5M (Q2'26) Change over 8 quarters+13.6M Share of the company22.500% BlackRock, Inc.'s full portfolio →
I Invesco Ltd.	9.2M	13.43%	−252.8K (−2.7%)	2023	0.1%
Shares held by quarter Peak holding9.5M (Q1'26) Change over 8 quarters+6.3M Share of the company13.430% Invesco Ltd.'s full portfolio →

BlackRock, Inc.

15.5M

% of company

22.50%

Change vs last qtr

+2.9M (+22.9%)

Held since

≤2021

Invesco Ltd.

9.2M

% of company

13.43%

Change vs last qtr

−252.8K (−2.7%)

Held since

2023

28 more super investors behind a free account

See every manager holding Carlyle Secured Lending Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CGBD on Form N-PORT; together they hold 86.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$443M	5.9M	8.57%	0.40%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$237M	3.2M	4.59%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$443M

% of company

8.57%

% of the fund

0.40%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$237M

% of company

4.59%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Carlyle Secured Lending Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JM Jenkins Mark David Insider	128.0K	0.19%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.190% Jenkins Mark David's insider activity →
HT Hennigan Thomas M Insider	103.7K	0.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.150% Hennigan Thomas M's insider activity →

Jenkins Mark David

Insider

128.0K

% of company

0.19%

Change vs last qtr

—

Held since

—

Hennigan Thomas M

Insider

103.7K

% of company

0.15%

Change vs last qtr

—

Held since

—

9 more holders behind a free account

See every insider and 5%+ holder of Carlyle Secured Lending Inc.

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