PSBDNYSEFiscal year ends December 31
Palmer Square Capital BDC Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$9.42−0.18 (-1.87%)
Close on Oct 19, 2026
- Market cap
- $292.03M
- P/E (TTM)
- 5.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
51.6%
16M of 31M shares
Institutional holders
42
8 new, 10 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
7 buys · 1 sales
Net bought $1.64M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Caravel Holdings LLC | 3,983,290 | – | 13G (passive) amendment | Jan 18, 2024 |
| Excelsior Holdings D2 LLC | 3,730,065 | 11.52% | 13D (active) amendment | May 11, 2020 |
| Martin Christopher Bicknell | 3,139,713 | 10.09% | 13G (passive) amendment | May 27, 2026 |
| Alaris Capital, LLC | 2,503,411 | 8.00% | 13G (passive) amendment | Mar 31, 2026 |
| First Trust Capital Solutions L.P. | 1,684,988 | 5.18% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PSBD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| OV Management LLC | 3,730,065 | 12.17% | $38.87M | – | 72.59% |
| 1248 Management, LLC | 3,186,701 | 10.40% | $34.45M | +231,988 | 13.47% |
| Mariner, LLC | 3,160,003 | 10.31% | $32.93M | +79,898 | 0.03% |
| First Trust Capital Management L.P. | 1,288,337 | 4.20% | $13.42M | – | 0.78% |
| Pandi, LLC | 911,854 | 2.97% | $9.50M | – | 1.44% |
| Bank Of America Corp /De/ | 669,631 | 2.18% | $6.98M | +92,700 | 0.00% |
| Arlington Partners LLC | 510,344 | 1.67% | $5.32M | – | 9.60% |
| Bienville Capital Management, LLC | 425,379 | 1.39% | $4.62M | −99,843 | 0.62% |
| Sunesis Advisors, LLC | 298,959 | 0.98% | $3.12M | – | 1.29% |
| Hennion & Walsh Asset Management, Inc. | 198,062 | 0.65% | $2.06M | −15,878 | 0.06% |
| Two Sigma Investments, LP | 186,517 | 0.61% | $1.94M | −124,435 | 0.00% |
| Opal Wealth Advisors, LLC | 159,240 | 0.52% | $1.66M | +36,431 | 0.36% |
| NewGen Asset Management Ltd | 154,539 | 0.50% | $1.61M | +80,855 | 0.66% |
| Squarepoint Ops LLC | 130,704 | 0.43% | $1.36M | New | 0.00% |
| Palliser Capital (UK) Ltd | 88,028 | 0.29% | $917.25K | New | 0.49% |
| Renaissance Technologies LLC | 75,100 | 0.25% | $782.54K | −80,600 | 0.00% |
| Advisor OS, LLC | 63,761 | 0.21% | $664.38K | +391 | 0.04% |
| BlackRock, Inc. | 58,382 | 0.19% | $608.34K | +3,039 | 0.00% |
| Trexquant Investment LP | 57,634 | 0.19% | $600.55K | −7,340 | 0.00% |
| XTX Topco Ltd | 56,612 | 0.18% | $589.90K | +31,926 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 16M | 51.6% | 8 / 16 | 8 / 10 | 1M | 2M |
| Q1 2026 | 44 | 16M | 53.6% | 9 / 12 | 13 / 10 | 1M | 1M |
| Q4 2025 | 45 | 16M | 53.3% | 11 / 12 | 13 / 5 | 2M | 1M |
| Q3 2025 | 39 | 16M | 52.6% | 12 / 10 | 7 / 4 | 1M | 1M |
| Q2 2025 | 31 | 17M | 53.9% | 2 / 8 | 12 / 5 | 1M | 1M |
| Q1 2025 | 35 | 17M | 55.7% | 7 / 18 | 6 / 5 | 4M | 0M |
| Q4 2024 | 33 | 14M | 44.7% | 5 / 17 | 8 / 2 | 9M | 0M |
| Q3 2024 | 30 | 5M | 16.9% | 6 / 12 | 10 / 4 | 3M | 1M |
| Q2 2024 | 28 | 3M | 10.2% | 6 / 6 | 13 / 4 | 0M | 0M |
| Q1 2024 | 26 | 3M | 11.1% | 26 / 0 | 0 / 0 | 3M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PSBD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Catalyst/SMH Total Return Income Fund | 19,447 | 0.06% | $202.64K | 0.97% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | 800 | 0.00% | $8.34K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ben Wiesenfeld | Chief Compliance Officer | 1,854 | 0.01% | Aug 10, 2026 |
| Matthew L. Bloomfield | President | 138,129 | 0.45% | Mar 24, 2025 |
| Martin C. Bicknell | 10% owner | 3,328,185 | 10.86% | Jul 7, 2026 |
| Master Fund LP Alaris | 10% owner | 3,175,027 | 10.36% | Nov 10, 2025 |
| Alaris Capital, LLC | 10% owner | 3,145,027 | 10.26% | Nov 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Martin C. Bicknell 10% owner | Jul 7, 2026 | Buy | +21,484 | $10.47 | $224.94K | 373,472 |
| Martin C. Bicknell 10% owner | Jul 6, 2026 | Buy | +40,000 | $10.56 | $422.40K | 351,988 |
| Martin C. Bicknell 10% owner | Jul 2, 2026 | Buy | +40,000 | $10.55 | $422.00K | 311,988 |
| Martin C. Bicknell 10% owner | Jul 1, 2026 | Buy | +40,000 | $10.57 | $422.80K | 271,988 |
| Martin C. Bicknell 10% owner | Jun 8, 2026 | Buy | +1,988 | $10.80 | $21.47K | 231,988 |
| Martin C. Bicknell 10% owner | Jun 5, 2026 | Buy | +30,000 | $10.79 | $323.70K | 230,000 |
| Martin C. Bicknell 10% owner | May 29, 2026 | Buy | +15,000 | $10.87 | $163.05K | 200,000 |
| Alaris Capital, LLC 10% owner | Nov 6, 2025 | Sale | −30,000 | $11.97 | $359.10K | 3,145,027 |
| Alaris Capital, LLC 10% owner | Oct 22, 2025 | Sale | −532,350 | $12.56 | $6.69M | 3,175,027 |
| Matthew L. Bloomfield President | Mar 21, 2025 | Buy | +750 | $14.51 | $10.88K | 59,678 |
| Matthew L. Bloomfield President | Mar 11, 2025 | Buy | +7,000 | $15.05 | $105.35K | 58,928 |
| Matthew L. Bloomfield President | Mar 10, 2025 | Buy | +5,250 | $15.25 | $80.06K | 51,928 |
| Matthew L. Bloomfield President | Mar 7, 2025 | Buy | +5,200 | $15.43 | $80.24K | 46,678 |
| Matthew L. Bloomfield President | Mar 6, 2025 | Buy | +4,000 | $15.48 | $61.92K | 41,478 |
| Matthew L. Bloomfield President | Mar 5, 2025 | Buy | +5,000 | $15.34 | $76.70K | 37,478 |
| Matthew L. Bloomfield President | Mar 4, 2025 | Buy | +4,200 | $15.38 | $64.60K | 32,478 |
| Matthew L. Bloomfield President | Mar 4, 2024 | Buy | +15,000 | $16.44 | $246.60K | 100,968 |
| Martin C. Bicknell 10% owner | Jan 17, 2024 | Buy | +607,902 | $16.45 | $10.00M | 1,391,817 |
| Matthew L. Bloomfield President | Jan 17, 2024 | Buy | +60,790 | $16.45 | $1,000.00K | 85,968 |
| Angie Knighton Long Chief Investment Officer | Jan 17, 2024 | Buy | +60,790 | $16.45 | $1,000.00K | 98,005 |
| Christopher Dale Long CEO & President, Director | Jan 17, 2024 | Buy | +60,790 | $16.45 | $1,000.00K | 98,005 |
| Alaris Capital, LLC 10% owner | Oct 1, 2021 | Buy | +1,207,729.47 | $20.70 | $25.00M | 2,804,393 |
| Foods Llc Seaboard 10% owner | Oct 1, 2021 | Buy | +2,415,458.94 | $20.70 | $50.00M | 3,983,290 |
| Alaris Capital, LLC 10% owner | Apr 22, 2020 | Buy | +172,149.63 | $17.43 | $3.00M | 1,478,675 |
| Master Fund LP Alaris 10% owner | Mar 17, 2020 | Buy | +681,525.75 | $18.34 | $12.50M | 1,306,526 |
| Jeffrey Doerr Fox Chief Financial Officer, Director | Mar 17, 2020 | Buy | +4,089.15 | $18.34 | $75.00K | 7,839 |
| Corp /De/ Seaboard 10% owner | Mar 17, 2020 | Buy | +817,830.89 | $18.34 | $15.00M | 1,567,831 |
| Angie Knighton Long Chief Investment Officer | Mar 17, 2020 | Buy | +13,630.51 | $18.34 | $249.98K | 26,131 |
| Christopher Dale Long CEO & President, Director | Mar 17, 2020 | Buy | +13,630.51 | $18.34 | $249.98K | 26,131 |
| Scott Andrew Betz Chief Compliance Officer | Mar 17, 2020 | Buy | +2,044.58 | $18.34 | $37.50K | 3,920 |
| Holdings D. LLC Excelsior 10% owner | Mar 17, 2020 | Buy | +1,363,051.49 | $18.34 | $25.00M | 2,613,051 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Master Fund LP Alaris Stockholder | Nov 6, 2025 | 657,500 | $8.05M | Nov 6, 2025 | Investment |