rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Goldman Sachs BDC, Inc.

GSBD · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

GSBD stood above a rising 150-day average in 5 of the last 52 weekly readings, and has been out of that trend for the last 4 weeks. It is 7.8% below that average now. Capital Markets & Asset Management: 30% of its 97 stocks in an uptrend (−5 points in four weeks); Financials: 49% (−4 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 4
Industry in uptrend
30% -5 in 4 wk
Insider buys, 12 months
$1.1M
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
197 (+8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 5 of 52 weeks.

22 Apr – 21 Oct
28%44%60%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$869KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months4
Sale orders, 12 months0
Buyers · sellers3 · 0
WhoDidSharesTraded
Timothy J. LeachDirectorbought2,004at $9.0410 Jun 2026filed 11 Jun 2026
Timothy J. LeachDirectorbought11,075at $9.0410 Jun 2026filed 16 Oct 2026
Carlos E. EvansDirectorbought50,000at $9.022 Apr 2026filed 6 Apr 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders197+8 on the quarter
New · exited39 · 32
Reported value$482.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
GOLDMAN SACHS GROUP INCunchanged · filed 14 Aug 20266,535,509$62.0M00.0%
PRIVATE MANAGEMENT GROUP INCadded · filed 31 Jul 20265,178,638$49.1M+175,284+3.5%
MORGAN STANLEYadded · filed 13 Aug 20264,713,836$44.7M+1,083,863+29.9%
Generali Asset Management SPA SGRunchanged · filed 30 Jul 20263,294,022$31.2M00.0%
ARES MANAGEMENT LLCadded · filed 14 Aug 20263,147,251$29.8M+976,078+45.0%
UBS Group AGadded · filed 13 Aug 20262,577,113$24.4M+49,217+1.9%
Lunate Capital Ltdnew · filed 23 Jul 20262,192,392$20.8M+2,192,392
Invesco Ltd.added · filed 14 Aug 20261,689,253$16.0M+42,317+2.6%
Lalia Capital, LLCnew · filed 11 Aug 20261,193,406$11.3M+1,193,406
BANK OF AMERICA CORPadded · filed 14 Aug 20261,147,167$10.9M+149,597+15.0%
31 Mar 2023 – 30 Jun 2026
176197218Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Timothy J. Leach Company insiderDirector · last 10 Jun 20262 · 0
Carlos E. Evans Company insiderDirector · last 2 Apr 20262 · 0
Tucker Greene Company insiderOfficer · last 12 Nov 20251 · 0
Vivek Bantwal Company insiderCo-Chief Executive Officer · last 12 Sep 20251 · 0
John Lanza Company insiderOfficer · last 22 Nov 20240 · 1
David Miller Company insiderSee Remarks. · last 8 May 20231 · 0
Susan B. McGee Company insiderDirector · last 11 Mar 20212 · 0
Ann B. Lane Company insiderDirector · last 10 Mar 20213 · 0
Jonathan Lamm Company insiderCFO & Treasurer · last 2 Mar 20215 · 1
Katherine Uniacke Company insiderDirector · last 12 Oct 20203 · 0
Brendan McGovern Company insiderOfficer · last 12 Oct 20204 · 0
Richard A. Mark Company insiderDirector · last 12 Oct 20200 · 0

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+10%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025273%
Debt to equityFY 2025 · to 31 Dec 20251.32×
Share count trendFY 2025 · to 25 Feb 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$43.2M

Analyst forecasts

No analyst forecasts yet.