Security key
69702V107
Palmer Square Capital BDC Inc. - Common Stock (PSBD)
CUSIP: 69702V107
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 31,292,638
- Total 13F shares
- 16,345,769
- Share change
- -17,933
- Total reported value
- $200,792,080
- Price per share
- $12.19
- Number of holders
- 44
- Value change
- -$387,271
- Number of buys
- 21
- Number of sells
- 17
Report period
Q4 2025
Institutions
44
Top holders
10
PSBD full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Palmer Square Capital BDC Inc. SEC filings
Palmer Square Capital BDC Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 69702V107
Recent filing periods:
Top shareholders of PSBD - Palmer Square Capital BDC Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Excelsior Holdings D2 LLC |
13D/G
|
— |
12%
|
3,730,065
|
$47,483,727 | $0 | 11 May 2020 | |
| BFFV, LLC |
13D/G
|
Martin Christopher Bicknell |
9.1%
|
2,954,715
|
$37,613,522 | $0 | 12 Mar 2025 | |
| BFFV19, LLC |
13D/G
|
Martin Christopher Bicknell |
9.1%
|
2,954,715
|
$37,613,522 | $0 | 18 Jan 2024 | |
| First Trust Capital Management L.P. |
13D/G
13F
|
Company |
4%
|
1,288,338
|
$15,807,907 | -$4,866,896 | 30 Sep 2025 | |
| Alaris Master Fund LP |
3/4/5
|
10%+ Owner |
10%
|
3,145,027
|
$37,645,973 | -$7,045,416 | 06 Nov 2025 | |
| OV Management LLC |
13F
|
Company |
12%
|
3,730,065
|
$45,767,898 | — | 30 Sep 2025 | |
| Mariner, LLC |
13F
|
Company |
9.8%
|
3,077,766
|
$37,764,189 | — | 30 Sep 2025 | |
| 1248 Management, LLC |
13F
|
Company |
9.4%
|
2,954,713
|
$37,495,308 | — | 30 Sep 2025 | |
| Bienville Capital Management, LLC |
13F
|
Company |
2.9%
|
914,029
|
$11,599,033 | — | 30 Sep 2025 | |
| Pandi, LLC |
13F
|
Company |
2.9%
|
911,854
|
$11,188,449 | — | 30 Sep 2025 | |
| Arlington Partners LLC |
13F
|
Company |
1.5%
|
461,609
|
$5,663,942 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
367,035
|
$4,503,519 | — | 30 Sep 2025 | |
| Sunesis Advisors, LLC |
13F
|
Company |
0.96%
|
298,959
|
$3,668,227 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.82%
|
257,520
|
$3,159,770 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
0.75%
|
235,529
|
$2,889,941 | — | 30 Sep 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.73%
|
227,615
|
$2,792,836 | — | 30 Sep 2025 | |
| Vivaldi Capital Management LP |
13F
|
Company |
0.69%
|
215,336
|
$2,642,173 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.49%
|
154,100
|
$1,890,807 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.43%
|
134,249
|
$1,647,235 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.42%
|
131,545
|
$1,614,057 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.35%
|
109,921
|
$1,348,730 | — | 30 Sep 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.32%
|
100,600
|
$1,234,362 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.32%
|
100,065
|
$1,227,798 | — | 30 Sep 2025 | |
| UMB Bank, n.a. |
13F
|
Company |
0.26%
|
81,522
|
$1,000,275 | — | 30 Sep 2025 | |
| Caprock Group, LLC |
13F
|
Company |
0.24%
|
74,822
|
$1,062,472 | — | 30 Sep 2025 | |
| Trexquant Investment LP |
13F
|
Company |
0.14%
|
42,622
|
$522,972 | — | 30 Sep 2025 | |
| ATWOOD & PALMER INC |
13F
|
Company |
0.11%
|
34,010
|
$417,303 | — | 30 Sep 2025 | |
| Mid-American Wealth Advisory Group, Inc. |
13F
|
Company |
0.1%
|
29,874
|
$366,554 | — | 30 Sep 2025 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.08%
|
25,763
|
$316,112 | — | 30 Sep 2025 | |
| Prime Capital Investment Advisors, LLC |
13F
|
Company |
0.08%
|
24,500
|
$300,615 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.08%
|
24,185
|
$296,750 | — | 30 Sep 2025 | |
| Creative Planning |
13F
|
Company |
0.06%
|
20,287
|
$248,921 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.06%
|
18,779
|
$230,418 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.04%
|
13,760
|
$168,835 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
13,341
|
$164,000 | — | 30 Sep 2025 | |
| Gibson Capital, LLC |
13F
|
Company |
0.04%
|
12,490
|
$153,252 | — | 30 Sep 2025 | |
| Dorsey & Whitney Trust CO LLC |
13F
|
Company |
0.03%
|
10,452
|
$128,246 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.02%
|
6,425
|
$84,553 | — | 30 Sep 2025 | |
| EVOLUTION WEALTH MANAGEMENT INC. |
13F
|
Company |
0.02%
|
5,756
|
$70,626 | — | 30 Sep 2025 | |
| Arlington Trust Co LLC |
13F
|
Company |
0.02%
|
5,198
|
$63,779 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.01%
|
2,501
|
$30,684 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
400
|
$4,908 | — | 30 Sep 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
100
|
$1,227 | — | 30 Sep 2025 | |
| Caravel Holdings LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
3,983,290
|
$61,661,327 | — | 01 Oct 2021 | |
| Martin C. Bicknell |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,562,896
|
$24,193,635 | — | 17 Jan 2024 | |
| Matthew L. Bloomfield |
3/4/5
|
President |
—
class O/S missing
|
138,129
|
$2,004,252 | — | 21 Mar 2025 | |
| Angie K. Long |
3/4/5
|
Chief Investment Officer |
—
class O/S missing
|
98,005
|
$1,517,116 | — | 17 Jan 2024 | |
| Christopher D. Long |
3/4/5
|
CEO & President, Director |
—
class O/S missing
|
98,005
|
$1,517,116 | — | 17 Jan 2024 |
Institutional Holders of Palmer Square Capital BDC Inc. - Common Stock (PSBD) as of Q4 2025
As of 31 Dec 2025,
Palmer Square Capital BDC Inc. - Common Stock (PSBD) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,345,769 shares.
The largest 10 holders included
OV Management LLC, 1248 Management, LLC, Mariner, LLC, First Trust Capital Management L.P., Pandi, LLC, RIVERNORTH CAPITAL MANAGEMENT, LLC, Bienville Capital Management, LLC, BANK OF AMERICA CORP /DE/, Arlington Partners LLC, and Sunesis Advisors, LLC.
This page lists
44
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
39
Q4 2025 holders
44
Holder diff
5
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.