Connor, Clark & Lunn Investment Management (CC&L)’s Gladstone Capital GLAD Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio GLAD Stock Details GLAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-37,778	Closed	-$780K	–	1645
2025 Q4	$780K	Buy	37,778 +22,800	+152%	+$461K	﹤0.01%	1205
2025 Q3	$328K	Buy	+14,978	New	+$394K	﹤0.01%	1346
2024 Q3	–	Sell	-12,574	Closed	-$293K	–	1519
2024 Q2	$293K	Buy	+12,574	New	+$274K	﹤0.01%	1189
2023 Q4	–	Sell	-7,182	Closed	-$138K	–	1448
2023 Q3	$138K	Buy	+7,182	New	+$149K	﹤0.01%	1272

Other funds holding GLAD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s GLAD Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Gladstone Capital (GLAD) in Q1 2026, closing a stake of 37,778 shares — an estimated $780K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in GLAD in Q3 2023 and held it in 4 quarters. The position peaked at $780K in Q4 2025. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Gladstone Capital position as of Q1 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 37,778 Gladstone Capital shares in Q1 2026, an estimated $780K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Gladstone Capital in Q3 2023 and held it in 4 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Gladstone Capital position peaked at $780K in Q4 2025.
82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.