What is the 13F Pro Quality Score for CGBD?

13F Pro ranks Carlyle Secured Lending, Inc. (CGBD) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CGBD's current score at https://13fpro.ai/research/CGBD (free sign-up required for the full ranking).

Which hedge funds own the most CGBD stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CGBD include Creative Planning, MORGAN STANLEY, CHOREO,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CGBD as soon as new 13F filings post.

Where does 13F Pro source CGBD data?

All Carlyle Secured Lending, Inc. fundamentals and ownership data come directly from SEC EDGAR. Carlyle Secured Lending, Inc. files with the SEC under CIK 1544206. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CGBD in?

Carlyle Secured Lending, Inc. (CGBD) is classified in the Other sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/other.

How often is CGBD research updated on 13F Pro?

CGBD's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Carlyle Secured Lending, Inc.(CGBD)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Nasdaq

Institutional-grade research for retail investors

SEC EDGAR: CIK 1544206 CGBD stock profile & AI dashboard →

13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

CGBD Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Carlyle Secured Lending, Inc. (CGBD). CGBD is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Carlyle Secured Lending, Inc. reports net income of $-4.2M, free cash flow of $212.4M. Top institutional holders of CGBD by reported 13-F value include Creative Planning, MORGAN STANLEY, CHOREO,, based on the most recent SEC filings. CGBD trades on the Nasdaq exchange and files with the SEC under CIK 1544206. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CGBD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Carlyle Secured Lending, Inc. directly from SEC EDGAR.

Net Income

Q1 2026

$-4.2M

Free Cash Flow

Q1 2026

$212.4M

D/E Ratio

Q1 2026

1.24

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Net Income

-24.2% YoY

$70.0MFY 2025

FY19 —FY20 $6.8MFY23 $92.3MFY25 $70.0M

EPS (Diluted)

-38.4% YoY

$1.01FY 2025

FY19 —FY20 $0.08FY23 $1.64FY25 $1.01

Total Assets

+43.6% YoY

$2.79BFY 2025

FY19 —FY20 —FY23 $1.94BFY25 $2.79B

Total Debt

+56.2% YoY

$1.53BFY 2025

FY19 —FY20 —FY23 $980.2MFY25 $1.53B

Op. Cash Flow

-188.7% YoY

$-204.6MFY 2025

FY19 —FY20 $305.2MFY23 $230.6MFY25 $-204.6M

Metric	FY 2025	FY 2023	FY 2020	FY 2019
Net Income	$70.0M -24.2%	$92.3M +1251.3%	$6.8M	—
EPS (Diluted)	$1.01 -38.4%	$1.64 +1950.0%	$0.08	—
Total Assets	$2.79B +43.6%	$1.94B	—	—
Total Debt	$1.53B +56.2%	$980.2M	—	—
Operating Cash Flow	$-204.6M -188.7%	$230.6M -24.4%	$305.2M	—

AI Insight: CGBD Financial Trends

Equity eroded to $1,117M as debt surged 52% over two years while Q1 2026 posted a rare net loss of $4M.

• Total debt rose from $906M in Q2 2024 to $1,531M in Q4 2025, a 69% increase, before easing slightly to $1,380M in Q1 2026.

• Equity steadily declined from $1,212M in Q1 2025 to $1,117M in Q1 2026, a $95M contraction in four quarters.

• Net income turned negative at -$4M in Q1 2026, the first loss in the observed eight-quarter period.

• Operating cash flow is highly volatile, swinging from -$231M in Q2 2025 to +$212M in Q1 2026, reflecting BDC portfolio deployment timing.

⚠ Debt-to-equity leverage ratio has risen to 1.24x in Q1 2026 from 0.99x in Q2 2024 — tightening regulatory headroom.

⚠ Sustained equity compression below $1,100M could pressure NAV per share and dividend coverage capacity.

⚠ Whether the Q1 2026 net loss is a one-time credit event or signals portfolio credit deterioration warrants close monitoring.

AI Insight: CGBD Ratio Trends

CGBD's ROE turned negative at -1.5% in Q1 2026, the first loss quarter in at least nine quarters, while leverage climbed to 1.24x D/E.

• ROE deteriorated sharply from 9.4% in Q4 2024 to -1.5% in Q1 2026, marking the first negative quarter in the dataset.

• ROA followed the same trajectory, falling from a peak of 4.4% in Q4 2024 to -0.7% in Q1 2026.

• D/E leverage rose from a trough of 0.94x in Q3 2024 to 1.31x in Q4 2025, easing only slightly to 1.24x in Q1 2026.

⚠ Negative ROE and ROA in Q1 2026 — first loss in the series — needs monitoring to determine if one-off or trend.

⚠ D/E at 1.24x remains elevated versus the 0.94x low; further leverage expansion could pressure BDC regulatory headroom.

Get alerted when CGBD's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for Carlyle Secured Lending, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CGBD

Creative Planning
$35.4M3,231,986 sh
MORGAN STANLEY
$28.8M2,634,781 sh
CHOREO, LLC
$15.7M1,388,224 sh
Invesco Ltd.
$14.3M1,310,823 sh
RIVERNORTH CAPITAL MANAGEMENT, LLC
$13.9M1,272,507 sh
UBS Group AG
$13.5M1,236,553 sh
Muzinich & Co., Inc.
$8.1M737,744 sh
TWO SIGMA INVESTMENTS, LP
$6.9M630,918 sh
Russell Investments Group, Ltd.
$6.4M587,183 sh
Legal & General Group Plc
$6.0M551,582 sh

Fund	Value	Shares
Creative Planning	$35.4M	3,231,986
MORGAN STANLEY	$28.8M	2,634,781
CHOREO, LLC	$15.7M	1,388,224
Invesco Ltd.	$14.3M	1,310,823
RIVERNORTH CAPITAL MANAGEMENT, LLC	$13.9M	1,272,507
UBS Group AG	$13.5M	1,236,553
Muzinich & Co., Inc.	$8.1M	737,744
TWO SIGMA INVESTMENTS, LP	$6.9M	630,918
Russell Investments Group, Ltd.	$6.4M	587,183
Legal & General Group Plc	$6.0M	551,582

More Other Companies

ACV

Virtus Diversified Income & Convertible Fund

ADX

ADAMS DIVERSIFIED EQUITY FUND, INC.

AEF

abrdn Emerging Markets ex-China Fund, Inc.

AFB

ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND

AFCG

Advanced Flower Capital Inc.

AGD

abrdn Global Dynamic Dividend Fund

AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

AOD

abrdn Total Dynamic Dividend Fund

Put CGBD on your watchlist

Track score changes the day Carlyle Secured Lending, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is CGBD a good stock to buy?

13F Pro's AI-powered analysis of Carlyle Secured Lending, Inc. (CGBD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CGBD are available on the CGBD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CGBD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CGBD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Carlyle Secured Lending, Inc.'s investment landscape.