PSBD · NYSE · Asset Management

Palmer Square Capital BDC (PSBD)

Lends to private U.S. companies through an adviser-managed BDC structure.

$10.33
Pre-market0.00 (0.00%)
At close$10.33(+0.10%)

Breakdown13F · 13D/G · Form 4

Institutions42 holders · as of Jun 30, 202651.64%15.83M shares
Insiders3 holders · as of Aug 10, 20261.75%536.0K shares
Strategic holders2 holders · as of Jun 11, 202617.27%5.29M shares
Otherremainder29.34%8.99M shares

30.65M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Excelsior Holdings D2 LLC1Strategic10 percent owner
12.17%3.73M13Dfiled Jun 27, 2025
Ov Management LLCInstitution
12.17%3.73M13Fas of Jun 30, 2026
1248 Management, LLCInstitution
10.40%3.19M13Fas of Jun 30, 2026
Mariner, LLCInstitution
10.31%3.16M13Fas of Jun 30, 2026
1248 Holdings, LLCStrategic
5.10%1.56M13Gfiled Jun 11, 2026
First Trust Capital Management L.P.Institution
4.20%1.29M13Fas of Jun 30, 2026
Pandi, LLCInstitution
2.97%911,85413Fas of Jun 30, 2026
Bank of America Corp /DE/Institution
2.18%669,63113Fas of Jun 30, 2026
Arlington Partners LLCInstitution
1.67%510,34413Fas of Jun 30, 2026
Bienville Capital Management, LLCInstitution
1.39%425,37913Fas of Jun 30, 2026
Martin C. BicknellInsider10 percent owner
1.22%373,472Form 4filed Jul 7, 2026
Sunesis Advisors, LLCInstitution
0.98%298,95913Fas of Jun 30, 2026
Hennion & Walsh Asset Management, Inc.Institution
0.65%198,06213Fas of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.61%186,51713Fas of Jun 30, 2026
Matthew L. BloomfieldInsiderofficer: President
0.52%160,646Form 4filed Mar 24, 2025
Opal Wealth Advisors, LLCInstitution
0.52%159,24013Fas of Jun 30, 2026
Newgen Asset Management LtdInstitution
0.50%154,53913Fas of Jun 30, 2026
Squarepoint Ops LLCInstitution
0.43%130,70413Fas of Jun 30, 2026
Palliser Capital (UK) LtdInstitution
0.29%88,02813Fas of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.25%75,10013Fas of Jun 30, 2026
Advisor Os, LLCInstitution
0.21%63,76113Fas of Jun 30, 2026
BlackRock, Inc.Institution
0.19%58,38213Fas of Jun 30, 2026
Trexquant Investment LPInstitution
0.19%57,63413Fas of Jun 30, 2026
XTX Topco LtdInstitution
0.18%56,61213Fas of Jun 30, 2026
Citadel Advisors LLCInstitution
0.17%51,96213Fas of Jun 30, 2026
  1. Excelsior Holdings D2 LLC's transaction reports restate only vehicles that traded; the 2025 ownership statement (3.73M) is used instead.

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Jun 30, 2026

42 holders · 15.83M shares · 8 new positions · 24 increased · 8 reduced · 10 closed

HolderShares% outstandingChg q/qFiled
Ov Management LLC3.73M12.17%0Aug 10, 2026
1248 Management, LLC3.19M10.40%+232.0KAug 13, 2026
Mariner, LLC3.16M10.31%+79.9KAug 13, 2026
First Trust Capital Management L.P.1.29M4.20%0Aug 13, 2026
Pandi, LLC911.9K2.97%0Aug 12, 2026
Bank of America Corp /DE/669.6K2.18%+92.7KAug 14, 2026
Arlington Partners LLC510.3K1.67%0Jul 7, 2026
Bienville Capital Management, LLC425.4K1.39%−99.8KAug 13, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Excelsior Holdings D2 LLC11.52%3.73M13DJun 27, 2025
1248 Holdings, LLC5.02%1.56M13GJun 11, 2026

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 6, 2026
Martin C. Bicknell10 percent owner
Purchase40,000$10.56351,988
Jul 7, 2026
Martin C. Bicknell10 percent owner
Purchase21,484$10.47373,472
Jul 1, 2026
Martin C. Bicknell10 percent owner
Purchase40,000$10.57271,988
Jul 2, 2026
Martin C. Bicknell10 percent owner
Purchase40,000$10.55311,988
May 29, 2026
Martin C. Bicknell10 percent owner
Purchase15,000$10.87200,000
Jun 5, 2026
Martin C. Bicknell10 percent owner
Purchase30,000$10.79230,000
Jun 8, 2026
Martin C. Bicknell10 percent owner
Purchase1,988$10.80231,988
Nov 6, 2025
Alaris Master Fund LP10 percent owner
Sale30,000$11.973,145,027
Oct 22, 2025
Alaris Master Fund LP10 percent owner
Sale532,350$12.563,175,027

CongressHouse and Senate disclosures

Not reported.