Palmer Square Capital BDC Inc. (PSBD) shareholders
PSBDNYSEFiscal year ends December 31
$9.80−0.03 (-0.31%)
Close on Nov 13, 2026Market cap $300.38MP/E –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 · 0 sales
Net bought $2.00M
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 Joint filing with 1248 Holdings, LLC (5.02%) | 3,139,713 | 10.09% | 13G (passive) amendment | May 27, 2026 |
| Alaris Capital, LLC Joint filing with Alaris Master Fund LP (8.00%) | 2,503,411 | 8.00% | 13G (passive) amendment | Mar 31, 2026 |
| Mariner, LLC Joint filing with Mariner Wealth Advisors, LLC (6.90%) | 2,275,470 | 6.90% | 13G (passive) | Dec 31, 2024 |
| FTCS Sub GP LLC Joint filing with First Trust Capital Management L.P. (5.18%), First Trust Capital Solutions L.P. (5.18%) | 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)
3 funds held PSBD in Q1 2026, 80% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.84%
1M shares short
Days to cover
9.1
At 0M shares a day
Change since last report
+23.6%
From 1M shares
Short volume, 20 days
41.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Palmer Square Capital BDC's stock actually held short. Settlement fails (shares not delivered on time) peaked at 40,088 shares on Sep 25, 2026 over the last 90 days.
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 |
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